Anthropic's investor-day figures looked solid, but participants now discuss cutting its IPO valuation from about $2 trillion to $1.5 trillion. The gap tests how much pressure the AI sector's biggest listing can absorb.
Speculative net-long positions in COMEX gold fell to 108,685 contracts in the week to October 20, the lowest in 19 weeks, while silver longs dropped to a two-year low. The pullback came as oil tanker explosions in the Strait of Hormuz lifted energy shares and the dollar edged higher.
Goldman Sachs expects a record $1.7 trillion wave of US share lockup expirations in 2027, matched by an equal amount of corporate share buyback demand. The standoff could reshape how global investors value American equities.
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