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Market Analysis

Opinionated, data-backed coverage across all asset classes

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Anthropic shares hit $1.5T on secondary market as IPO nears
Stocks17d ago

Anthropic shares hit $1.5T on secondary market as IPO nears

Secondary-market valuation hits $1.5T, up 25% in a month, as sellers hold out for the IPO. Buyers are demanding direct cap table exposure, traders say.

AI price cuts lift OpenAI usage and revenue, TD Cowen data shows
Stocks17d ago

AI price cuts lift OpenAI usage and revenue, TD Cowen data shows

OpenAI slashed GPT-5.6 Luna by 80%. TD Cowen data shows usage jumped 14-fold and revenue rose 34%, a pattern that echoes the Jevons Paradox of the 19th century.

Nvidia's $20B Groq deal turns a rival into a customer
Stocks17d ago

Nvidia's $20B Groq deal turns a rival into a customer

Groq will put Nvidia systems in its data centers, letting GroqCloud customers access Nvidia tech. Analysts call the $20B deal a strategic win that neutralizes a rival.

Cliff Tan's AI ad backlash tests creator authenticity
Stocks17d ago

Cliff Tan's AI ad backlash tests creator authenticity

Cliff Tan apologized for a Dreamina ad after fans accused him of selling out. He told BI ignoring AI would be 'irresponsible' for an interior designer.

SEC Shelves Reg Crypto Meeting; Crypto Market Barely Moves
Crypto17d ago

SEC Shelves Reg Crypto Meeting; Crypto Market Barely Moves

The SEC shelved its Reg Crypto meeting; no new date is set. Bitcoin's 2026 drop tops 28%, and Citi ties ETF flows to 45% of BTC weekly moves.

SEC Cancels Aug. 14 Vote on Crypto Offering Rules
Crypto17d ago

SEC Cancels Aug. 14 Vote on Crypto Offering Rules

The SEC cancelled its Aug. 14 open meeting on new rules for crypto investment contracts, postponing a vote on an offering pathway for issuers.

SEC Shelves Tokenization Exemption as CLARITY Act Clock Ticks
Crypto17d ago

SEC Shelves Tokenization Exemption as CLARITY Act Clock Ticks

The SEC shelved its tokenization exemption to avoid undermining CLARITY Act negotiations. The Senate has a cloture vote set for September 15.

Trezor Data Breach Exposed 13,689 Customers: What to Do Now
Crypto17d ago

Trezor Data Breach Exposed 13,689 Customers: What to Do Now

Trezor's logistics partner exposed 13,689 customer records. Wallets and keys are safe, but phishing, SIM swaps and physical targeting risks rise. Here is how to respond.

South Korea lawmaker urges scrapping 22% crypto tax before 2027
Crypto17d ago

South Korea lawmaker urges scrapping 22% crypto tax before 2027

Park Soo-young says the 22% crypto tax would push capital abroad, citing 124 trillion won in overseas exchange flows; the levy starts Jan. 1, 2027.

Karen Millen returns to UK high street after seven years away
Stocks17d ago

Karen Millen returns to UK high street after seven years away

Karen Millen opens three concession stores in UK starting Friday, marking its return to physical retail after seven years. CEO Dan Finley calls it a significant moment for the brand.

Asda donates 200 tonnes of new cereal to summer hunger relief drive
Stocks17d ago

Asda donates 200 tonnes of new cereal to summer hunger relief drive

Asda creates a new breakfast cereal from its own-label oats and produces it during factory downtime, donating 200 tonnes to Felix for summer-holiday families in need.

Frasers gets luxury credibility with Harvey Nichols buy, analyst says
Stocks17d ago

Frasers gets luxury credibility with Harvey Nichols buy, analyst says

Frasers Group buys Harvey Nichols out of administration, gaining luxury brand relationships and Knightsbridge prestige. Analyst says the deal is cheap, but the concession model makes positioning fragile.

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