AI Jitters, NYC’s Quest to Delay Anthropic IPO 10/15/26

Rising rates and CoreWeave's debt stress are forcing investors to question whether AI infrastructure spending has outrun sustainable financing.

• CoreWeave selloff spreads jitters: Shares fell over 15% as five-year CDS costs topped 1,000 basis points, feeding fears AI buildout debt is overextended.
• Anthropic financials revealed: Q3 revenue hit $16.8B, up roughly 50% quarter-over-quarter, ahead of a hotly anticipated IPO filing.

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