小龙先生|10月 14, 2026 15:20
OpenAI says $50 billion annualized, but the market is talking about $70 billion.
A $20 billion gap—Nasdaq takes the first hit out of respect.
Today, it's Anthropic's turn to report numbers.
$2 trillion valuation, IPO in November.
The first one to feel the pressure is OpenAI. Their $50 billion figure just got questioned.
The second one sweating is Broadcom. Its CEO just said interest rates might choke AI.
The third one nervous is Nasdaq. Last time OpenAI reported numbers, it took a dive.
All three are waiting,
but what they'll end up waiting for—is it a bombshell?
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