TechFlow Intelligence Agency: Anthropic IPO odds exceed 80%, Iran closes the Strait of Hormuz again, triggering oil price fluctuations

AI / Large Models

Anthropic IPO odds soar above 80%, filing process underway

Market expects Anthropic to announce an IPO before November 2026, after attracting significant investment with "AI safety" as its core selling point. The current question is: can a trillion-dollar valuation coexist with its safety commitments?

First Squawk | It Before Beer

Hot comment: An AI safety company's IPO is like a fitness coach opening a bubble tea shop—well-intentioned, but the KPI in the capital market won't wait for you to "align" slowly.

Brands start using AI virtual influencers to promote products

From virtual models to virtual spokespeople, AI-generated "influencers" are becoming the new standard in brand marketing. Low cost, high controllability, never crashing—real influencer nightmares are coming.

The Guardian

Elon Musk: Will spend "septillion dollars" (10²⁴) to produce antimatter for interstellar travel

Musk said on Twitter that by then "everything will no longer be measured in dollars, only in quality and energy." NASA director Jared Isaacman publicly supports antimatter propulsion research. It sounds crazy, but physically feasible—just that now, the cost of each gram of antimatter is about $62.5 trillion.

Elon Musk

Hot comment: When Musk starts talking about "septillion," it shows he already thinks "trillion" isn't exciting enough. Next time, he might quote in Planck units.

Cryptocurrency / Web3

Iranian military announces again closing the Strait of Hormuz, accusing Israel of violating the ceasefire agreement

Iran's Revolutionary Guard warns ships not to approach the strait, or "safety cannot be guaranteed." However, ship tracking data shows that on June 20, ships still passed through the north-south route, and the southern route resumed activity for the first time in weeks. Trump threatened to charge ships passing through the strait a "Guardian Angel Service Fee."

Hot debate: The market is arguing whether this "closure" is a real blockade or a bargaining chip, as ships are still passing through.

BBC | CNN | Lloyd's List Intelligence

Iran resumes loading crude oil at Kharg Island, US maritime blockade ends, up to 20 million barrels of oil flow into the market

As US-Iran negotiations progress, Iran's largest export terminal resumes loading. This oil release may ease recent oil price pressures, but the situation in the Strait of Hormuz remains unstable.

First Squawk

Semiconductors / Hardware

Goldman warns: $5.3 trillion AI capital expenditure approaching credit saturation

Enterprise sector begins "computing power cost reduction," with Goldman warning that large-scale AI infrastructure investments may hit credit limits. This contrasts with the previous narrative of "an endless AI arms race."

Wall Street Insights

Tech Companies

Cloudflare launches AI agent temporary account feature

Allows AI agents to temporarily access Cloudflare services without manual registration, lowering the barrier for automated workflows. Developer community reacts enthusiastically, seeing this as an important step toward "agent infrastructure."

Cloudflare Blog

Google's IPv6 traffic share surpasses 50%

Global internet traffic officially enters the IPv6 era, with Google becoming the first major internet company where over half of traffic comes from IPv6. After years of IPv4 address exhaustion, the migration has finally reached a critical point.

APNIC

Hyundai Motor Group plans to acquire 9.65% of Boston Dynamics for 500 billion Korean won, converting it into a wholly owned subsidiary

SoftBank will fully exit, Hyundai boosts its robotics business. Boston Dynamics' commercialization path remains challenging, but Hyundai seems prepared for long-term investment.

IT House

US Stocks

Retail investors poured $370 million into SpaceX IPO over three days, one of the largest retail buying waves in history

After SpaceX went public, retail investors flooded in, with net purchases of $SPCX shares setting new records. The Elon Musk halo + space enthusiasm + FOMO sentiment create the perfect storm.

First Squawk

Finance / Macroeconomics

Europe's first post-crisis CLO equity default, credit market alarms

A European leveraged loan CLO managed by a Bain Capital affiliate defaulted on its lowest-rated bonds, the first since regulatory reforms post-2008. Markets worry this could signal a turning point in the credit cycle.

First Squawk

Ukraine attacks oil facilities in Crimea and Krasnodar, Crimea gas stations halt fuel sales entirely

Crimea's governor announced fuel supplies are only for government and security agencies, with individuals and businesses suspending supplies. Ukraine continues strikes on Russian energy infrastructure.

Zelensky Statement

Nomura warns: "Wosh debut" could be a once-in-a-decade turning point, cautioning that "preemptive rate hikes" may evolve into "substantive tightening"

The Fed's new chair's first speech was interpreted as hawkish, and Nomura believes the market may be underestimating the policy shift's strength.

Wall Street Insights

Today's Hidden Trends

Iran closing the strait, Europe's CLO defaults, Goldman warns of AI capital saturation—three seemingly unrelated news stories, but all pointing to the same underlying logic: global liquidity is tightening. Whether it's energy routes, credit markets, or tech investments, marginal costs are rising. Meanwhile, Musk talks about "septillion dollars" and antimatter propulsion, Anthropic prepares for IPO, SpaceX retail frenzy—capital is still searching for the next narrative outlet. When the old world's leverage begins to fracture, the story of the new world must be told on a grander scale.