Developing storylines
the narratives behind the headlines
- •Citi downgraded Pershing Square to Sell citing valuation that leaves limited near-term upside despite long-term strengths.
- •Nuclear stocks including NuScale slid sharply despite AI power demand and NRC SMR approval.

- •Anthropic’s IPO filing discloses more than $660 million in noncash stock compensation tied to charity expense.
- •Amodei reportedly earned $18 million, mid-pack among tech CEOs from Anthropic IPO filing.