Why Anthropic's IPO Is Make or Break for the Markets

Channel: Bloomberg Television

Uploaded:

Duration not recorded

Read a transcript preview of “Why Anthropic's IPO Is Make or Break for the Markets” from Bloomberg Television, uploaded on 2026-11-11.

Transcript preview

Language: English (creator captions)

[0:02] The air trade is back in demand. Tech is driving gains across much of

[0:07] Asia, with Korea leading the rally and Nasdaq futures pointing higher.

[0:12] But we'll speak to one investor who is warning the AI boom it's living on

[0:17] borrowed time. Live from Singapore.

[0:20] This is insight with me, Haslinda Amin, where we dive deeper into the stories

[0:24] that matter with crucial context and sharp analysis, and through our bank is

[0:28] seeking a valuation of about $1.4 trillion in its blockbuster IPO, which

[0:34] is shaping up as a major test of just how far investors are willing to push AI

[0:40] valuations. Is it?

[0:41] VC founder and managing partner Jack Selby will be joining us just ahead.

[0:46] The veteran tech investor says the AI bubble could burst before the end of

[0:51] this year, and he is very bearish on anthropic.

[0:54] Meanwhile, the fed rate cut debate flips to hikes hotter US inflation sends two

[1:00] year Treasury yields surging, with markets now pricing a quarter point rate

[1:04] increase next month and a major Blackstone bet on Indian finance.

[1:09] I FL founder Nirmal Jain joins us as the private equity giant prepares to take a

[1:16] 15% stake in the Indian shadow lender for more than half $1 billion.

[1:39] Asian stocks are higher today as I optimism offsets hotter US inflation.

[1:44] But the eye trade itself is sending mixed signals.

[1:48] We've is rallying on earnings. Soft SoftBank is tumbling after a major

[1:52] loss. And in tropics IPO is the next big test

[1:55] of investor appetite. markets.

[1:57] Reporter Anthony Stephens joins us now. Anthony is a tug of war for sentiment

[2:01] toda

Sign up free to read and search the full transcript