Latest / The QuantAlpha Briefing
Jul 17 — Markets fall, US strikes Iran, Anthropic eyes IPO
• The US expanded military strikes against Iran, which is threatening to close the Strait of Hormuz — a waterway carrying roughly a fifth of global oil, making any escalation a direct shock to crude prices. • Anthropic is in talks with Goldman Sachs, Morgan Stanley, and JPMorgan Chase about going public later this year — it would be the largest pure-play AI listing yet and a live test of how markets price frontier AI. • TSMC committed another $100B to US chip manufacturing — a major supply-chain shift that cuts American dependence on Taiwan at a moment when cross-strait tensions remain high.
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