Jack Selby, head of venture firm Copper Sky, warned Anthropic’s large, high-profile IPO may mark the peak of AI investment and that expiry of the initial lock-up could spark a chain sell-off in the AI sector. He said a disappointing IPO showing would likely be a key catalyst for a broad AI market correction and questioned claims of “unlimited” AI demand. Selby added that, if conditions permit, he would take large long positions in China AI, arguing Anthropic cannot compel all customers to use U.

FITCH says Democratic midterm victories would have uneven effects on US corporate credit; most sectors’ cash flows are expected to remain stable. Tighter approvals and higher costs in key data‑center states (Texas, Georgia, Ohio) could slow AI infrastructure investment and support the view that AI capex may peak around 2027; a construction slowdown would also ease longer‑term overcapacity risk. In energy, oil & gas firms may face stricter drilling and environmental reviews; power and industrials could see weaker demand from data‑center pullback, though grid upgrades and broader infrastructure spending provide offsetting support. Healthcare policy is unlikely to change materially in the near term; defense firms benefit from record order backlogs and bipartisan support, so major policy shifts are not expected.

乌克兰总统泽连斯基：我们准备好坐下来谈领土问题。