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Anthropic closed its second $30 billion raise of 2026 at a valuation above $900 billion, led by Sequoia, Dragoneer, Altimeter, and Greenoaks — the largest AI round in history.
SpaceX's May 20 S-1 disclosed Anthropic will pay $1.25 billion a month through May 2029 — $45 billion total — for Colossus I and II capacity, 300+ MW, 220,000+ GPUs.
Lululemon stock closed Friday near $120, down 41% YTD, as the June 25 vote pits Chip Wilson's GOLD card against the company's WHITE, with BlackRock, Vanguard, and State Street decisive.
Lionsgate Studios closed Friday at $14.95, up 15.80% on the Q4 print against an $11.92 consensus target — Tuesday's post-Memorial-Day window tests whether the buy-side already priced the rally.
Cerebras opened Tuesday at $291.50 with a market cap near $61.8 billion, with the S-1's disclosed OpenAI commitment of 750 megawatts through 2028 valued at over $20 billion capping the rally.
Bitcoin printed near $76,325 Tuesday as spot Bitcoin ETFs ran a six-session outflow streak totaling $1.26 billion through May 22 — reversing the early-May $2.7 billion inflow run.
AvalonBay and Equity Residential announced a $69B all-stock merger of equals creating ~$52B in equity cap and the largest U.S. apartment portfolio at 180,000+ units, with a 2H 2026 close targeted.
TJX printed Q1 FY27 revenue of $14.3 billion, comp sales up 6%, diluted EPS of $1.19 — beating consensus by $0.18 — and raised FY27 guidance.
Mastercard's $1.5 billion BVNK acquisition and Vodafone's £4.3 billion buyout of CK Hutchison's 49% of VodafoneThree fill out the Q2 2026 M&A pipeline.
Kalshi processed $13.1B and Polymarket $10.6B in March 2026, combining for $25.7B in volume — up 10.6% on February — as Polymarket took $2B from ICE at $9B.
S&P 500 futures rose to record territory pre-open Tuesday with the index near 7,473 against May's 7,517.12 high as Polymarket gave 82% odds of a positive close.