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Anthropic just rewrote the AI valuation record books. The Claude maker closed a sixty-five billion dollar funding round this week, pushing its valuation to nearly one trillion dollars — eclipsing OpenAI as the most valuable AI startup on earth. Alongside the raise, Anthropic shipped Claude Opus four point eight, a model the company says is meaningfully more resistant to deception and misuse, with a next-generation system codenamed Mythos said to be close behind.
Staying in the technology space but shifting to public markets, the quantum computing sector is drawing sharper investor scrutiny. IonQ is pulling ahead of rival Quantum Computing Incorporated on the metric that matters most at this stage — revenue. IonQ shows a larger, more consistent financial baseline, which in an industry still proving its commercial case, separates credible growth stories from speculative ones.
Turning to geopolitics with direct commodity implications, President Trump is pressing for what he's calling a final determination on an Iran nuclear agreement, with the explicit goal of securing unrestricted passage through the Strait of Hormuz. That waterway handles roughly a fifth of global oil flows, so any durable deal — or breakdown — carries immediate consequences for energy markets and broader risk sentiment.
That's the tape. Markets Desk, signing off the floor.
