Broadcom has sealed a $63B financing deal to fund AI chips for Anthropic. Bank of America, Citi, Morgan Stanley and Blackstone are backing a vehicle that buys Broadcom hardware, which Anthropic will lease from 2027. It landed the same day Anthropic publicly filed for its IPO.

Meta dropped 7% in two days, and @BC_Richfield looks at what the market is reacting to. The company is creating a new class of non-voting shares to raise capital, while Elon Musk says debt markets have almost entirely shut off access to money for AI data centers. Put together, it raises a simple question about who pays for the AI buildout and how. Watch the full video on the Between Candles Show, link in the comments.

Anthropic, the company behind the Claude AI models, has filed for an IPO. According to the filing, it generated $16.3B in revenue in the first half of 2026 and plans to list on Nasdaq under the ticker ANT. The numbers give a first official look at how the business is built.

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Swedish government staff can no longer use ChatGPT or Claude on work computers. Microsoft Copilot is the only one left. What do you think about this approach? Which AI tools do you use day to day?

Brent is hitting levels seen in May. Tanker traffic through the Strait of Hormuz has partly recovered, but the route remains fragile. The Gulf carries a large share of global oil and LNG, so shipping headlines can move crude quickly. What are you watching right now?

By the time a move is all over social media, the first stage of it has usually already taken place. @BC_Richfield explains why chasing the news makes a good risk to reward so hard to find, and what he focuses on instead: patience, key levels and areas of support and demand.

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