
Anthropic IPO Valuation Talk Drops to $1.5T on Slower Growth
Anthropic's draft filing shows $16.3B of first-half sales, but some investors want a $1.5T value, not $2T.
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Daily Digest
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Anthropic's draft filing shows $16.3B of first-half sales, but some investors want a $1.5T value, not $2T.

UnitedHealth (UNH) now expects at least $20.50 in 2026 profit per share as medical costs and Optum improve

Eli Lilly (LLY) jumped 4.7% to a record as the Dow closed near 52,514, the Nasdaq stayed flat and oil fell.
Western Digital (WDC) rose 6.09% as the chip index snapped an eight-day slide before Thursday's earnings.
Equifax (EFX) beat profit forecasts at $2.26 a share, easing fears about a slump in mortgage-credit demand.

Steel Dynamics (STLD) shares pared a 5.8% premarket slide as profit of $5.26 a share missed forecasts.

Northrop Grumman (NOC) lifted its 2026 profit outlook and reported a record $110B order backlog.
3M (MMM) lifted its 2026 profit outlook to $9.10–$9.15 a share and widened its data-center deal with Amazon.
Brent (BZ=F) neared a five-month high of $111 after Iran's Guards flagged seven Hormuz data cables as targets.
BHP (BHP:ASX) closed at A$59.19 as Chile mine disruptions cut output 19% and ASX materials fell 1.2%.
Citi estimates about A$25M of NextDC (NXT) FY27 earnings is at risk as power work to its M3 site stalls

The FTSE 100 (UKX) slipped as UK unemployment fell to 4.7% but total pay growth cooled to 3.7%
Elice (0158S0) tumbled despite 400-times retail demand, as AI-debt fears hit data-centre stocks worldwide
Rubio meets Reliance (RELIANCE.NS) chief Ambani as India imports 1.8 million barrels a day of Russian oil

Samsung Electronics (005930.KS) fell 3% and SK Hynix 4.2% as foreign investors sold and US yields stayed high
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