Today’s Market Recap:SpaceX IPO Subscriptions Surge to $250 Billion, with Anthropic and OpenAI Releasing a Series of Significant Signals

Subscriptions for SpaceX have surged to $250 billion, resulting in nearly four times oversubscription. Roadshow materials indicate that rocket launches, Starlink, and space data centers are positioned as the three core engines for future explosive growth, with the final pricing to be finalized on Thursday. Some analysts speculate that the recent market pullback may stem from certain buyers selling off holdings in advance to raise funds for SpaceX’s IPO.

Anthropic has launched Claude Fable 5, its first Mythos-class model available to the public, which has achieved industry-leading performance across multiple benchmarks. According to Anthropic, Fable 5 excels particularly in handling long and complex tasks, and its safety mechanisms have passed over 1,000 hours of internal “jailbreak testing.” Mythos 5, based on the same underlying model, has had some security restrictions removed and boasts “the world’s strongest cybersecurity capabilities”; it is currently available only to a select few trusted institutions. Both models are priced at less than half the cost of the Mythos preview version.

Following OpenAI’s official IPO announcement, CEO Sam Altman and the Chief Research Officer published a joint statement outlining three major goals: automating AI research, accelerating economic development, and achieving AGI. The company has officially entered its third phase of development, with the goal no longer limited to building the most powerful AI, but rather making advanced AI abundant, affordable, secure, practical, and user-friendly. Altman predicted that by 2028, AI will handle a significant portion of the company’s research work, and he made a rare call for the establishment of an international coordination mechanism to prevent the monopolization of power.

AI data giant Databricks is seeking a new round of funding with a valuation targeting $175 billion, though its IPO may be delayed until next year. This high valuation is supported by impressive performance, including annualized revenue of $5.4 billion and a 65% growth rate—a surge of over 30% from the previous funding round. However, with companies like OpenAI and Anthropic all knocking on the door of the public market, it remains uncertain when the IPO window will open.

Broadcom has partnered with Apollo and Blackstone to establish the AI financing platform XPV, with its first $35 billion transaction now finalized, making Anthropic its first major client. The funds will be used to expand Anthropic’s computing capacity. Broadcom has provided a backstop guarantee for the senior bonds, aligning the credit risk with its own, resulting in financing costs significantly lower than those of unsecured subordinated debt.

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【来源：TradingView】