- Anthropic's IPO valuation collapses from 1.5 trillion. Rumors of a delay beginning to circulate. WeWork scenario can still be avoided provided market stabilizes. - WSJ
Major investors are increasingly skeptical Anthropic's blockbuster initial public offering can proceed at the expected valuation of $1.5 trillion after a deep market selloff tied to the unwinding...
1,000 points214 comments6 d ago
- Nasdaq down 6%, CoreWeave down 55% in a month. Is the AI trade breaking or is this a midterm overreaction?
Wild day. Nasdaq is down around 6% and officially in correction territory. The AI names are getting hit the hardest: \- Nebius -18% \- Micron -16% \- AMD -16% \- CoreWeave -55% over the last 30...
841 points462 comments6 d ago
- Why is Elon/SpaceX even interested in becoming a telecom carrier?
Doesn’t make much sense, specifically based on the valuation of the big 3 telecom companies. The margins the telecom sector receives would only decrease with a 4th competitor, unless they expect...
270 points485 comments3 d ago
- Why is SpaceX winding down the Falcon 9 program and getting nothing in return?
I'm at a loss to understand why SpaceX doesn't continue to sell Falcon 9 launches into 2029 and beyond. There is crazy demand for that vehicle and there doesn't seem to be capacity/availability on...
193 points285 comments2 d ago
- Accenture's CEO sold about $14M of stock over 20 months. On Oct 26 she bought $3M
Julie Sweet, Accenture's chair and CEO, bought 12,200 shares on the open market on October 26 at about $246, roughly $3.0M. A director, Paula Price, bought another $200K the same day. It's her...
190 points28 comments6 d ago
- Advice I wish I listened to early - don’t over complicate it
The recent pull back in stocks has changed how I view investing in brokerage accounts. For the longest time I thought I was picking great positions in blue chip companies. I was but not...
185 points55 comments5 d ago
- Airbnb’s quarterly results. The hidden guest cancellation problem.
Airbnb has a growing guest cancellation problem. Behind their headline numbers lies an risk that investors may be underestimating: the Reserve Now, Pay Later program. There appears to be a...
105 points41 comments6 d ago
- Thursday’s chip crash priced a 2028 permitting risk into 2026 earnings. Bull and bear case below
Thursday was brutal, everyone knows it, Nasdaq's worst day since March 2020. It fell 6.36% and the S&P 500 fell 4.36%. Chipmakers took essentially all of the damage with Micron dropping 17.5%, AMD...
104 points77 comments4 d ago
- RKLB Stock Tumbles Over 8% Overnight as Neutron Delays Overshadow Record Revenue, but Analyst Sees Rocket Lab's Solar, Connectivity Advantage
$RKLB CEO Peter Beck, during the company’s third-quarter earnings call on Monday, reiterated the potential defense applications for orbital data centers, backing Rocket Lab’s efforts to develop...
33 points13 comments2 d ago
- What other sectors are you heavily invested in?
With AI and tech stocks in their current state. I am curious what other sectors people are invested in? Consumer staples, Communication services, Healthcare, utilities? Is there a single company...
25 points35 comments6 d ago