Anthropic files for stock market IPO; Meta announces $95bn fundraising drive to pay for AI expansion – business live
Published . Updated .
Meta says share sale will support its “continued investment in AI infrastructure and personal superintelligence”, as Elon Musk warns some AI cloud computing firms face ‘guppy-level death’ UK government borrowing costs are dropping this morning, a welcome sign ahead of Wednesday’s budget. The yield (or interest rate) on 10 and 30-year UK gilts have both dropped by around three basis points (0.03 of a percentage point) this morning. Issuing loans to public financial institutions creates a financial asset that offsets the increase in outstanding government debt. If the investments that the PuFins make generate sufficient returns for the PuFins to repay their government loans, then long term debt sustainability is little affected. Limited transparency and the risk that the PuFins may suffer impairments on their investments will probably make bond market investors skeptical of the extra gilt issuance. Chancellor Healey should avoid a big increase in gilt issuance to fund such intra-public sector lending. Nebius, CoreWeave and Iren were slammed in premarket trading on Monday after SpaceX and Tesla CEO Elon Musk said more than 200 neoclouds are “going to see guppy-level death and consolidation.” That’s the guppy fish – prone to suddenly dying in household fisk tanks – not the GBPJPY FX cross...In a post on X Musk said “debt markets have almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of AI data centers”. Continue reading...
Directly affected
- CRWV CoreWeave-34.6% 30d
Named in this report.
- IREN Iren-42.3% 30d
Named in this report.
- TSLA Tesla+3.7% 30d
Named in this report.
Indirectly affected
- QQQ Invesco QQQ-0.7% 16d
Invesco QQQ: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story.
- AIQ Global X Artificial Intelligence & Technology ETF-2.2% 30d
Global X Artificial Intelligence & Technology ETF: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story.
- IGV iShares Expanded Tech-Software ETF+5.6% 9d
iShares Expanded Tech-Software ETF: it holds software companies. Linked by “cloud” (software) in this story.
- XLF Financial Select Sector SPDR-3.9% 30d
Financial Select Sector SPDR: it holds banks. Linked by “loans” (banks) in this story.
- EWU iShares MSCI United Kingdom ETF-2.3% 30d
iShares MSCI United Kingdom ETF holds stocks listed in the UK, which this story is about (“uk”).
- FXB Invesco CurrencyShares British Pound Trust-1.0% 8d
Invesco CurrencyShares British Pound Trust follows the British pound, whose moves this story covers.
- BWX SPDR Bloomberg International Treasury Bond ETF
SPDR Bloomberg International Treasury Bond ETF holds government bonds outside the US, which react to inflation and interest-rate news like this one in the UK
- EFA iShares MSCI EAFE ETF
iShares MSCI EAFE ETF is a broad fund of developed-market stocks that includes the UK
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| CRWV | +12.69% | +14.00% | base | +2.05% | after close | after close | after close |
| IREN | +11.34% | +11.78% | base | -0.30% | after close | after close | after close |
| TSLA | -1.13% | +3.89% | base | +5.83% | after close | after close | after close |
| QQQNo price data for this ticker | — | — | — | — | — | — | — |
| AIQNo price data for this ticker | — | — | — | — | — | — | — |
| IGVNo price data for this ticker | — | — | — | — | — | — | — |
| XLF | -1.49% | +0.21% | base | +0.56% | after close | after close | after close |
| EWUNo price data for this ticker | — | — | — | — | — | — | — |
| FXBNo price data for this ticker | — | — | — | — | — | — | — |
| BWXNo price data for this ticker | — | — | — | — | — | — | — |
| EFANo price data for this ticker | — | — | — | — | — | — | — |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
Market Call
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Meta says share sale will support its “continued investment in AI infrastructure and personal superintelligence”, as Elon Musk warns some AI cloud computing firms face ‘guppy-level death’ UK government borrowing costs are dropping this mor…
Source: The Guardian
This story
| Company | When | Move | Status |
|---|---|---|---|
| CRWV | that day | +2.05% | still updating |
| CRWV | three days earlier | +14.00% | final price |
| CRWV | five days earlier | +12.69% | final price |
| IREN | that day | -0.30% | still updating |
| IREN | three days earlier | +11.78% | final price |
| IREN | five days earlier | +11.34% | final price |
| TSLA | that day | +5.83% | still updating |
| TSLA | three days earlier | +3.89% | final price |
| TSLA | five days earlier | -1.13% | final price |
| XLF | that day | +0.56% | still updating |
| XLF | three days earlier | +0.21% | final price |
| XLF | five days earlier | -1.49% | final price |
Trades by members of Congress and officials in the stocks in this story
- Donald J Trump, an executive branch official, bought CoreWeave (CRWV), worth $1,001 - $15,000 on 28 Aug 2026. That is 59 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Tesla (TSLA) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 31 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Tesla (TSLA) (held by a dependent child), worth $15,001 - $50,000 on 11 Sep 2026. That is 45 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Tesla (TSLA) (held by a spouse), worth $1,001 - $15,000 on 4 Sep 2026. That is 52 days before publication. Filed 7 Oct 2026. View the filing.
- Sen. John Boozman sold EFA (jointly held), worth $1,001 - $15,000 on 9 Sep 2026. That is 47 days before publication. Filed 21 Oct 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
This story
12 out of 100Price not final
“Anthropic files for stock market IPO; Meta announces $95bn fundraising drive to pay for AI expansion – business live” scores 12 out of 100. The score uses 1 sources. The price is not final yet.