SOURCE-BACKED MARKET INTELLIGENCE
ALPHA INSIGHTSMARKET INTELLIGENCE
MARKET DESKDaily movers, charts & financials TRADINGVIEW · DATA MAY BE DELAYED

COMPANY

SpaceX

CHECKING UPDATES

Company shortcuts

12 fixed companies

Anthropic is AI trade's last big hope for a major IPO this year

  • On Kalshi, Anthropic is the only major company left that may officially announce an IPO this year, with 75% odds as of Monday morning.
  • OpenAI ruled out a public-market debut in 2026, while several other planned offerings were postponed this year.
  • Anthropic confidentially filed a prospectus with the SEC in early June; the company also said revenue totaled $16.8 billion in the third quarter.

Wall Street's fear gauge is ripping. Traders see it going even higher

  • The sell-off in AI-related stocks pushed the Cboe Volatility Index (VIX) above 22 for the first time in four months.
  • Investors bought November VIX calls in several large trades, including 9,200 of the November 18, 20-strike calls for $1.7 million and 12,500 of the November 18, 23-strike calls for $1.1 million.
  • The market faces a key test next week when Tesla, SpaceX and Meta report earnings.
COMPANY NEWS

Trump says White House didn't order Starlink restrictions in Ukraine

  • President Trump denied that the White House had ordered restrictions this week on Starlink satellite internet services provided to Ukraine's armed forces.
  • Ukrainian officials on Tuesday and Wednesday said SpaceX had restricted use of Starshield, a military-grade version of Starlink, without warning.
  • SpaceX shares are down about 11% this week, and the company is scheduled to report quarterly results on Tuesday.
COMPANY NEWS

Elon Musk says Trump is 'ultimately' responsible for any curbs on Ukraine's Starshield systems

  • Musk said the U.S. government and President Donald Trump were responsible for any curbs on Ukraine's military-grade Starlink network.
  • Ukraine accused SpaceX of imposing new restrictions on Starshield without warning, and said the limits disrupted Ukrainian military operations.
  • Some restrictions appeared to have been partially lifted, with Starlink connectivity at speeds of up to 160 kilometers an hour restored.