In The Loop host Ejaaz Ahamadeen examines Anthropic's (ANTH.PVT) third-quarter operating loss and compares it with how other hyperscalers finance their AI build-outs. He argues Anthropic lacks other revenue streams like Google or Meta, and that it needs to raise $100 billion in roughly two weeks. He also points to OpenAI's failure to raise $30 billion and Elon Musk's struggle to raise $42 billion for compute, saying market sentiment may be at its lowest since the AI hype began.
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MSFT
• NeutralMicrosoft
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Systems Software |
| Market cap | $3.9T |
| Close on 11/02/2026 | 507.12 |
| Change that session | -2.83% |
NVDA
• NeutralNvidia
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.1T |
| Close on 11/02/2026 | 202.06 |
| Change that session | -1.26% |
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