THS LIVE | Anthropic Files for IPO, Meta Plans $95B Raise & Tesla & SpaceX Merger Talk
The AI arms race just entered a new phase. Anthropic officially filed for its IPO, revealing the extraordinary economics and capital demands behind one of AI's biggest players. Meta is preparing to raise up to $95 billion in fresh equity to keep its AI expansion alive, raising questions about dilution, debt and who's financing the boom. Meanwhile, Tesla is surging after Barclays upgraded the stock and raised its price target to $450, citing a potential merger with SpaceX. Add Wednesday's Fed decision, September CPI at 3.7%, a massive week of megacap earnings and Treasury yields hovering near 5%, and Wall Street faces a critical test of risk appetite. We connect the dots live.
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🔗 Resources:
Anthropic, PBC — Form S-1 Registration Statement (SEC — Official Anthropic IPO Filing)
Anthropic Files S-1 With the SEC for Proposed IPO (Anthropic — Official Announcement)
Meta Eyes Record $95 Billion Equity Raise to Fund AI Expansion (Reuters)
Tesla Stock Jumps as Barclays Bets a SpaceX Takeout Bump Is Coming (Yahoo! Finance)
Wall Street Eyes Best Day in a Month as Anthropic IPO Filing Propels AI Stocks (Reuters)
October 2026 FOMC Meeting and Economic Calendar (Federal Reserve)
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