[Comparing Daily News Picks] Bloomberg: Anthropic's IPO may match or exceed SpaceX's record; Broadcom plans to raise more than 60 billion US dollars and AI chip financing may reach 100 billion US dollars; the US CFTC Innovation Advisory Committee will hold its first meeting on topics including cryptocurrencies, AI, and forecasting markets; US Treasury Secretary Bezent: The maximum bond repurchase limit may exceed $4 billion

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AI · Dynamic

[Bloomberg: The scale of Anthropic's IPO may match or even surpass SpaceX's record]

Comparing news, according to Bloomberg quoting people familiar with the matter, the artificial intelligence company Anthropic expects the scale of its IPO to match or surpass the record set by SpaceX. As the AI company speeds up preparations for listing, a large-scale IPO is in the works. People familiar with the matter said that Anthropic is making relevant calculations and is preparing to publicly submit a potential large-scale IPO application as early as the end of this month.

They revealed that a recent investor communication meeting hosted by Chief Financial Officer Crao avoided valuation issues. According to the data, the rocket and satellite company SpaceX raised 75 billion US dollars at the time of the IPO, making it the largest initial stock offering in history. That figure eventually rose to $86.2 billion due to the exercise of the so-called over-allotment option. This mechanism is usually activated when stocks rise in the early stages of listing. Anthropic's goals reflect that AI industry leaders are reshaping the technology investment landscape in a very short period of time.

Earlier, it was reported that Anthropic's initial revenue for the second quarter exceeded US$11.5 billion, compared to only US$787 million for the same period in 2025. By the end of July, the company's annualized revenue operating rate had reached 65 billion US dollars.

[Broadcom plans to raise more than 60 billion US dollars, and the AI chip financing scale may reach 100 billion US dollars]

According to Bloomberg, citing people familiar with the matter, Broadcom is negotiating an AI chip financing deal worth more than $60 billion with several lenders that will help AI companies, including Anthropic, obtain chips and other critical AI infrastructure.

According to people familiar with the matter, the financing plan could include about $30 billion in subprime debt and about $60 billion to $70 billion in high-security debt. Broadcom will guarantee part of the advanced guarantee debt. If calculated on the scale currently discussed, the overall financing scale could reach up to 100 billion US dollars.

Apollo and Blackstone are in talks with Broadcom to participate in this funding. According to the plan, the relevant debt may be issued by a special purpose vehicle (SPV), the transaction may also proceed in stages, and the specific size and structure may still change.

[Samsung plans to announce shareholder return plan scale of up to 79 billion US dollars]

Comparing the news, people familiar with the matter revealed that Samsung Electronics will announce a new shareholder return plan on Friday, which could be as high as 110 trillion won (79 billion US dollars). People familiar with the matter revealed that Samsung's board of directors is scheduled to hold a meeting at around 4 p.m. local time after the Korean stock market closes, and details of the plan will be announced soon after the meeting. According to people familiar with the matter, the scale of this shareholder return plan is expected to be between 90 trillion won and 110 trillion won.

Crypto · Marketplace

[Franklin Templeton Plans to Introduce Tokenized Assets into Traditional Funds]

Comparatively, according to Bloomberg, Franklin Templeton is preparing to introduce tokenized assets into traditional investment funds. The company said its digital native products were approved for traditional funds for the first time after receiving approval from US regulators.

According to a letter published by the US Securities and Exchange Commission (SEC) and information disclosed by company executives, Franklin Templeton plans to use his tokenized money market funds for ETFs and mutual funds, both as fund holdings and as collateral. This means that investors who originally invested in traditional funds may include them in their portfolios in the future without actively seeking tokenized assets.

[The U.S. CFTC Innovation Advisory Committee will hold its first meeting on topics including cryptocurrencies, AI, and prediction markets]

Comparing news, a Fox Business crypto reporter posted an article on the X platform saying that the US Commodity Futures Trading Commission (CFTC) will hold the first meeting of the Innovation Advisory Committee at 13:00 EST today to discuss cryptocurrencies, AI, and prediction markets. A number of executives attending the White House event yesterday will attend, in addition to other leaders from the crypto industry, traditional finance, academia, and predictive markets.

[Coinbase CEO: Bitcoin may rise to 300,000 to 400,000 in the next few years]

Comparing news, Coinbase CEO Brian Armstron said in an interview with FOX Business: I think in the next few years, such as 2030, we will probably see Bitcoin reach $300,000 and $400,000.

Macro · Organization

[US Treasury Secretary Bezent: The maximum bond repurchase limit may exceed US$4 billion]

Comparing news, US Treasury Secretary Bessent said on the bond repurchase issue that the size (upper limit) of a single repurchase may exceed 4 billion US dollars, which is partly meant to send a signal. We want to make it clear that yields don't reflect fundamentals. At the same time, an increase in fiscal consolidation may be announced; it is likely that we have already seen a peak in the deficit. As far as debt figures are concerned, the $40 trillion debt figure is not particularly significant. The market is a little too hasty. If there is any change in the balance sheet, the Treasury Department and the Federal Reserve will work together. To be clear, interest rates are unrelated to repurchase decisions. As far as the inflation outlook is concerned, Bessent said that market indicators show a decline in the future. Regarding Iran's economic sanctions, Bezent said that a press conference will be held next Monday to discuss related actions.

[Federal Reserve Daly: There is no evidence that interest rates need to be raised early. The rise in long-term bond yields is a global problem]

Comparing news, Federal Reserve Daly said that the long-term rise in yield is a global issue, weakening its indicative effect on the Fed's policy signals. I don't think the Fed's credibility is at risk. Short-term yields show that the market understands the Fed's reaction mechanism, and that the Fed's policy is in good shape, and there is no evidence that an early interest rate hike is needed. The impact of inflation is expected to gradually subside, so I am “very supportive” of the Federal Reserve keeping interest rates unchanged in July. However, we need to be wary of the combined effects of multiple inflationary shocks. Although I'm looking for more worrying signs of inflation, I haven't seen them yet. Recent employment and inflation data have not changed the outlook, and the job market is currently not expected to drive inflation. The rise in bond yields did not send a policy signal, and it is still too early to discuss the US bond issuance model. The Federal Reserve will find ways to achieve its policy goals. The Federal Reserve will continue to perform its duties regardless of the actions taken by the Treasury Department.

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