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Anthropic is expected to tell investors in IPO filings its total addressable market (TAM) exceeds $30 tln, topping SpaceX’s prior $28.5 tln estimate (SpaceX said $26.5 tln of that was an AI opportunity). Anthropic reported Q2 revenue above $11.6 bln,

2026-08-26

Anthropic is expected to tell investors in IPO filings its total addressable market (TAM) exceeds $30 tln, topping SpaceX’s prior $28.5 tln estimate (SpaceX said $26.5 tln of that was an AI opportunity). Anthropic reported Q2 revenue above $11.6 bln, roughly double the prior period. The IPO could raise up to $100 bln with a target valuation near $2 tln, above SpaceX’s $1.77 tln listing valuation; plans remain under discussion and a listing could occur as early as September or October.

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2026-08-25

Morningstar data on Tuesday showed Japan bond ETFs have attracted a record $1.5 billion of net inflows year-to-date as rising JGB yields boost investor appeal. Morningstar senior fixed-income strategist Shannon Kirwin said the sharp rise in Japanese

Morningstar data on Tuesday showed Japan bond ETFs have attracted a record $1.5 billion of net inflows year-to-date as rising JGB yields boost investor appeal. Morningstar senior fixed-income strategist Shannon Kirwin said the sharp rise in Japanese government bond yields have coincided with increased European demand for fixed income and investors seeking diversification away from traditional yield sources such as dollar assets amid uncertainty over the dollar’s safe‑haven status. LSEG data show Japan’s 10-year bond yield climbed to 2.93% earlier this month, the highest since the mid-1990s.
2026-08-26

Policy decision may be settled at the 11-TH HOUR. Of 22 economists surveyed, 14 expect a 25bp hike on Thursday to 3.0%; eight expect a hold. The BANK OF KOREA will release updated projections likely to support further tightening. Stronger-than-expect

Policy decision may be settled at the 11-TH HOUR. Of 22 economists surveyed, 14 expect a 25bp hike on Thursday to 3.0%; eight expect a hold. The BANK OF KOREA will release updated projections likely to support further tightening. Stronger-than-expected exports and domestic demand make a material upward revision to 2026 growth above May’s 2.6% likely; the inf forecast is also likely to be revised up from May’s 2.7%, driven by higher oil, earlier won depreciation and a semiconductor-led pickup in investment and consumption. Officials could point to the won’s recent rebound to justify delaying an immediate hike; if the bank holds, markets would likely push the next-rate-expectation to October.
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