U.S. premarket falls as Anthropic revenue miss weighs on AI sentiment

U.S. stocks were broadly weaker before Tuesday's open, with the three major indexes as well as storage and optical-communications shares falling after Anthropic's annualized revenue run rate reportedly came in below some bullish expectations. Bloomberg had previously reported Anthropic reached about $65 billion in annualized revenue by the end of July, versus optimistic third-party and AI-sector forecasts that had pointed to more than $80 billion, suggesting growth may be slowing. Other premarket developments included compiled 13F regulatory filing data showing that more than a dozen family offices held at least $3.8 billion of SpaceX shares in the first half of 2026. Prediction markets were also pricing a 55% probability that Tesla and SpaceX would merge before 2027. Meta Platforms faces a major case over alleged harm to child safety and privacy, with trial set to begin Tuesday local time. Metaverse company Super League rose more than 20% in premarket trading after receiving a capital injection of 2,100 BTC from Metaplanet and an additional $2.5 million in cash; after the deal closes, Metaplanet is expected to hold about 95.7% of Superplanet. Separately, Bank of America's latest global fund manager survey showed equity allocations at their highest level in nearly five years, with a net 56% of respondents overweight stocks, the highest since November 2021, while cash holdings fell to a record low 3.5%. Baidu reported 2026 second-quarter revenue of 31.3 billion yuan, down from 32.713 billion yuan a year earlier. Goldman Sachs said it had agreed to acquire LCN Capital Partners for about $260 million upfront, with the proposed transaction also including roughly $150 million in deferred and contingent consideration.

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