Everything behind the tracker (41 sources): the reports feed, every credible source cited on the main page, background reading, and a separate list of sources cited with caution.
Reports
Newest first (17 items). Our monitoring adds headlines from major outlets automatically. "Checked" means our software fetched the full report and confirmed it supports its headline. "Reviewed" means an editor checked it against its source. "Auto" items have not been checked yet. Tap a label for our note. None of this is an endorsement. Our assessment is the rating on the main page.
reviewed ▾Our note: OpenAI seeks about $30 billion before Anthropic lists; some investors argue for about $1.5 trillion for Anthropic.An editor checked this report against its source. (2026-10-20)OpenAI to accelerate fundraising ahead of Anthropic IPO: Reuters(Reuters (via CP24))
reviewed ▾Our note: Record trading and prices for default protection on AI-linked companies, including suppliers of computing to Anthropic.An editor checked this report against its source. (2026-10-20)AI debt worries spark surge in default insurance trading(Financial Times (via Financial Post))
reviewed ▾Our note: Kalshi traders give 75% odds Anthropic officially announces an IPO this year; OpenAI has ruled out 2026.An editor checked this report against its source. (2026-10-20)Anthropic is AI trade's last big hope for a major IPO this year(CNBC)