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Anthropic Q3营收近170亿美元拟IPO,伊朗示好油价大跌

Bloomberg News Now: Midterm Elections, Anthropic Seeks $20 Billion, More

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News when you want it with Bloomberg News now. I'm Amy Morris. Election day is tomorrow, and the results of each race could take anywhere from minutes to weeks to become clear. Democrats need a net gain of three seats to take control of the House and four for the Senate, which would give them veto power over the president's appointments and the ability to block legislation. Fiscal policy expert Kim Wallace is a senior managing director at 22 v research, heading the Washington Policy Risk team.

随时获取彭博新闻,我是艾米·莫里斯。明天是选举日,各选区的结果可能需要几分钟到几周才能明朗。民主党需要在众议院净增三个席位以取得控制权,在参议院净增四个席位,这将赋予他们对总统任命的否决权以及阻止立法的能力。财政政策专家金·华莱士是22 v research的高级管理董事,领导华盛顿政策风险团队。

He tells Bloomberg Open Interest that voter discontent has come to a head. There are messaging and actual votes that can be taken by the legislature to express to voters that they understand what they're going through. That's been lacking in the last two years. It's likely going to give you some sort of a Democrat out performance. Kim Wallace with 20 TV research. President Trump is set to deliver his final pitch to voters for the midterms at the Lincoln Memorial Reflecting Pool on the National Mall.

他在彭博开放兴趣节目中表示,选民的不满情绪已达到顶点。立法机构可以采取传达和实际投票行动,向选民表明他们理解选民正在经历的困境。这在过去的两年中一直缺失。这可能会导致民主党表现优于预期。来自20 TV研究的金·华莱士。特朗普总统定于在国家广场林肯纪念堂倒影池向中期选举的选民发表最后的拉票演讲。

Later today, he's expected to focus on the accomplishments of his administration and the GOP. Your daddy, research President Edward Gardini, looks at a potential market implications of a blue wave. The stock market has to consider the possibility that, uh, partisanship will be much worse than it's been so far. And it's been pretty ugly, uh, up to now. And if partisan is much worse, it means that next time we get into a, uh, government debt crisis, uh, next time we get into a government shutdown, these events could last a lot longer and actually have a much more adverse impact on the government.

今天晚些时候,他预计将重点介绍其政府及共和党的成就。您的父亲,Gardini Research总裁爱德华·加迪尼,分析了蓝色浪潮潜在的市場影响。股市必须考虑党派分歧可能比迄今为止严重得多的可能性。到目前为止,情况已经相当糟糕。如果党派分歧严重得多,这意味着下次我们陷入政府债务危机或政府停摆时,这些事件可能会持续更长时间,并对政府产生更为不利的影响。

So, uh, and the and the economy, I should say Edward Gardini of Gardini Research was on Bloomberg Television. And on this day before the midterm election, the Trump administration is asking the U.S. Supreme Court to order California to set aside as many as 20,000 Mail-In ballots because the administration questions the citizenship status of those voters. Ballot counting is already underway in California. Our other top story, anthropic, reported third quarter revenue of nearly $17 billion as of September 30th.

因此,嗯,还有……我应该说,Gardini Research的爱德华·加迪尼出现在彭博电视上。在这个中期选举前的日子里,特朗普政府要求美国最高法院下令加州搁置多达2万张邮寄选票,因为该政府质疑这些选民的公民身份。加州已经开始计票。我们的另一条头条新闻是,Anthropic报告称截至9月30日的第三季度收入接近170亿美元。

That is a 12 fold increase versus the same period a year ago. The firm had a $23.3 billion net loss in the three months through the end of September, versus a $12.1 billion net loss in the same period last year. Met with Eiler is head of late stage growth at Wellington Management, which has been an investor of anthropic since last year. One growth remains incredibly high for this business. Its growing 1,200% year over year two.

与去年同期相比,这增长了12倍。该公司在截至9月底的三个月内净亏损为233亿美元,而去年同期的净亏损为121亿美元。与Eiler会面的是Wellington Management晚期增长部门负责人,该公司自去年以来一直是Anthropic的投资者。一项增长对于这家企业来说仍然高得惊人。其同比增长1,200%。

The company remains profitable, so they're doing this and generating all this revenue not to no end, but to real operating profit. And three, the company is setting out to commit to large commits of spend over the coming decade. And that's all in support of the demand that they're seeing. Matt, with with Wellington investment on Bloomberg Tech, anthropic has filed for an IPO that is set to take place before Thanksgiving seeking to meet or exceed the amount SpaceX raised in its $86.2 billion debut in one of the biggest tech tie ups ever.

该公司仍然盈利,因此他们这样做并产生所有这些收入并非没有目的,而是为了实现真正的营业利润。第三,该公司计划在未来十年承诺大额支出。这一切都是为了支持他们所看到的需求。Matt,在彭博科技上讨论Wellington投资时,Anthropic已提交IPO申请,计划在感恩节之前完成,旨在达到或超过SpaceX在其862亿美元首次公开募股中筹集的金额,这是有史以来最大的科技合并之一。

Marvell technology reached a deal to buy aluminium holdings at an enterprise value of $115 billion. That deal is expected to close in the first half of 2028. Lumen atom shares are 13% lower and Marvell shares are down 8%. That is what's dragging down the Philadelphia Semiconductor index sits down 3/10 of a percent. We do check markets for you all day long here at Bloomberg. The S&P 500 is up a half percent. Nasdaq up 6/10 of a percent.

Marvell Technology达成了一项以1,150亿美元企业价值收购Aluminium Holdings的交易。预计该交易将在2028年上半年完成。Lumen Atom股价下跌13%,Marvell股价下跌8%。这就是拖慢费城半导体指数下跌0.3个百分点的原因。我们在彭博全天候为您监控市场。标普500指数上涨0.5%,纳斯达克指数上涨0.6%。

The Dow up 1%. The ten year Treasury yield at 4.87%, the two year yield at 4.57%, and the 30 year Treasury yield at 5.24%. Now, alphabet is set to raise €6 billion in its second euro bond sale this year, offering higher yields than in its May offering after concerns over AI spending drove a credit market selloff. Alphabet shares are more than 1% higher. Oracle is raising $20 billion in debt and equity to finance its AI infrastructure spending.

道琼斯指数上涨1%。10年期国债收益率为4.87%,2年期收益率为4.57%,30年期国债收益率为5.24%。现在,Alphabet计划在今年第二次发行欧元债券,筹集60亿欧元,由于对AI支出的担忧导致信贷市场抛售,其提供的收益率高于5月的发行。Alphabet股价上涨超过1%。Oracle正在筹集200亿美元的债务和股权资金,为其AI基础设施支出提供融资。

Oracle shares now 6% lower. And meta is holding calls for a multi dollar and euro bond sale. Shares are less than 1% lower. We're also waiting for Apple and Palantir earnings after the bell. Turning now to Iran, Iran's Supreme Leader Ayatollah Khamenei has given the government the go ahead to hold peace talks, signaling a potential diplomatic opening as fears of a renewed conflict with the U.S. and Israel grow. Iran's President Masood possession says the supreme leader has also granted certain powers to the government.

Oracle股价目前下跌6%。Meta正在举行多美元和欧元债券销售的电话会议。股价下跌不到1%。我们还在等待苹果和Palantir盘后财报。现在转向伊朗,伊朗最高领袖阿亚图拉哈梅内伊已批准政府进行和平谈判,随着人们对与美国和以色列重新爆发冲突的恐惧加剧,这标志着潜在的外交突破。伊朗总统马苏德·佩泽什基安表示,最高领袖还授予政府某些权力。

He didn't say what those powers are. Oil slumped the most since August after Washington and Tehran signaled openness to talks. The development compounded bearish momentum that followed reports that President Trump had told Israeli Prime Minister Benjamin Netanyahu he wanted to let talks with Iran play out. Crude oil prices now more than 7% lower. WTI nearing $97 a barrel. Brent crude closing in on $105 a barrel and diesel fuel averaging $6.29 a gallon.

他并未说明这些权力具体指什么。在华盛顿和德黑兰释放出愿意进行谈判的信号后,油价自8月以来跌幅最大。此前有报道称,特朗普总统告诉以色列总理本雅明·内塔尼亚胡,他希望让与伊朗的谈判继续推进,这一消息加剧了随后的看跌势头。原油价格现已下跌超过7%。WTI原油逼近每桶97美元。布伦特原油接近每桶105美元,柴油均价为每加仑6.29美元。

A federal judge in Washington has dismissed a criminal complaint against two former FBI officials, accused of falsely downplaying their knowledge of a laptop that the Justice Department says belonged to Hunter Biden. The judge's decision followed a hearing in which he scolded those prosecutors. The Justice Department may still have a chance to pursue a grand jury indictment against those two former FBI officials. That's news when you want it with Bloomberg News now.

华盛顿的一名联邦法官驳回了一起针对两名前FBI官员的刑事投诉,这两名官员被指控故意淡化他们对一台笔记本电脑的了解,美国司法部称该电脑属于亨特·拜登。法官的这一决定是在一次听证会后作出的,他在听证会上严厉斥责了相关检察官。美国司法部仍有机会对这两名前FBI官员提起大陪审团起诉。这是Bloomberg News为您带来的即时新闻。

I'm Amy Morris, and this is what?

我是艾米·莫里斯,这里是《What?》节目。

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