The midterms slowed the AI trade and semiconductors sold off. The politics are real and will delay new US data centre approvals, but they won’t wipe out demand. Here’s why the chips keep shipping.

Should I buy the Anthropic IPO? The S-1 shows $16.3bn in half-year revenue and an $80bn mostly non-cash loss, but the real story is half a trillion in locked-in compute commitments. Here’s what Australian investors need to know before the Nasdaq listing.