Anthropic’s IPO prospectus says 47% of its sales last year were delivered to customers through cloud partners Amazon and Google, underscoring how heavily it relies on them. Revenue surged 12-fold in 2025 to nearly $4.6 billion, but operating losses more than doubled to above $8 billion. The company plans to invest hundreds of billions of dollars over the coming years to accelerate growth, with most revenue tied to usage-based billing for its Claude AI system.

Cboe Global Markets and S&P Dow Jones Indices said they have extended their exclusive licensing agreement by 25 years through 2051, keeping Cboe’s sole rights to trade S&P 500 Index (SPX) options. SPX options posted record 2025 trading volume of 970.6 million contracts, while average daily volume rose 25% year over year, according to Cboe. After the announcement, Cboe shares climbed 5.83%.

BSE is slated to be added to the Nifty 50 index on September 30, replacing Wipro. Analysts expect BSE to draw about $595 million in passive inflows, while Wipro could see outflows of more than $152 million. BSE shares rose 3.3% on Tuesday to ₹3,200.

Institutions are increasingly recognizing NEAR’s foundational role in onchain markets and the agent economy. Bitwise has launched the Bitwise NEAR ETF ($NRR), adding NEAR to its US single-asset lineup alongside Bitcoin, Ethereum, and Solana. Data show NEAR Intents volume has surpassed $32+ billion, up from under $1B when Bitwise first published its case for NEAR last year. Confidential Intents TVL has exceeded $180+ million, and 700,000+ NEAR has been staked for NEAR AI’s confidential inference.

U.S. stocks edged lower on Tuesday, with the Dow down about 0.25%, the S&P 500 off less than 0.2% and the Nasdaq slightly lower. Longer-dated Treasury yields climbed, with the 30-year yield rising above 5.6% and the 10-year benchmark nearing 5.3%. Meta shares gained more than 3%. Fair Isaac sank more than 26% after FHFA said Fannie Mae and Freddie Mac will move to a single pricing grid.

The Reserve Bank of Australia announced its fourth interest-rate increase of 2026, lifting the cash rate to 4.60%, the highest level in 15 years. Governor Michele Bullock attributed inflation pressures to domestic demand, while the government said it has cut A$64 billion in spending to help curb inflation. The Australian dollar briefly strengthened after the decision before giving back gains as markets weighed the risk of slower economic growth.

Eli Lilly’s GLP-1 drug retatrutide posted late-stage results in The Lancet and the New England Journal of Medicine. The data showed people with Type 2 diabetes lost up to 60 pounds (about 23%), while obese patients without diabetes lost up to 70 pounds (about 25%). The trials also found up to 40% of patients reached an A1C below 5.7%, under the threshold used to diagnose diabetes and prediabetes.

After cancelling the launch of the GPT-6.1 Astra model over safety concerns, OpenAI introduced a new AI agent tool called Dots powered by GPT-6 Astra. The app is now available in the US and has been downloaded more than 3m times. The company’s CEO also said another model, GPT-6.1 Sol, is cheaper and outperforms Astra in many areas.