9AM HOUR: Anthropic's IPO Prospectus, AI Summit at the White House, Oura Postpones IPO 9/29/26

Anthropic's reported $2T IPO prospectus and Meta's enterprise pivot dominate a market narrowly led by a handful of AI winners.

• Anthropic's IPO metrics: Reuters' prospectus report shows revenue grew 12x to nearly $4.6B, an $8B+ operating loss, and $518B in planned cloud/infrastructure spend, with a potential valuation over $2 trillion.
• AI existential-risk debate splits camps: Anthropic's prospectus flags 'catastrophic or existential' risks and blackmail-like behavior, while Cramer contrasts this with cybersecurity leaders (George Kurtz, Todd McKinnon) who call safety an engineering problem, not existential.

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