Microsoft Corporation

Salesforce, Inc.

Adobe Inc.

One tool for lawyers has the market questioning the future of the entire Microsoft and Salesforce business model

Minus nearly $1 trillion in capitalization in a week: three questions about the "software apocalypse"

At the end of January, Microsoft and Meta synchronously reported their quarterly results. Both companies performed well, showing revenue and profit growth, but the market reacted in a radically opposite way: Meta's shares rose by about 10%, while Microsoft's securities, on the contrary, investors staged the largest sell-off since 2020, in which a record $357 billion of capitalization <a href="https://www.cnbc.com/2026/01/29/microsoft-market-cap-earnings.html">evaporated</a> at once. Since the release of the reports, its quotations have lost almost 14%.

At the center of the SaaS apocalypse: why did investors stage a sell-off in Microsoft stock? 

Elon Musk's SpaceX is counting on early inclusion in stock indexes after going public, which could come as early as later this year. Sources <a href="https://www.wsj.com/finance/stocks/spacex-seeks-early-index-entry-as-it-prepares-massive-ipo-8445ed59?mod=hp_lead_pos1">told </a>The Wall Street Journal that the company's advisers have contacted major index providers, including Nasdaq, to discuss how SpaceX could get into key benchmarks sooner than usual.

SpaceX seeks rapid inclusion in stock indexes after IPO - WSJ

Advanced Micro Devices, Inc.

Alphabet Inc.

Novo Nordisk A/S

PayPal Holdings, Inc.

Pfizer Inc.

Super Micro Computer, Inc.

Merck & Co., Inc.

Daily review and forecast of events on the U.S. stock market from Mikhail Denislamov, Deputy Director of Freedom Capital Markets Research.

Morning in New York: investors in search of a foothold

The market is gripped by fear that plug-ins from Anthropic will displace traditional enterprise software

Threat from new AI tools wiped out $300 billion of capitalization in a day

SoftBank Corp.

Amazon.com, Inc.

OpenAI expects to raise more than $100 billion during its preliminary funding round, which could lead to a potential valuation of $830 billion for the company, the WSJ writes

Developer ChatGPT is rushing to IPO in 2026 ahead of Antrophic. Why would he do that?

Dario Amodei believes that superintelligence holds dangers for which the world is not yet prepared

'It's time for humanity to wake up': seven major AI risks from Anthropic head's essay 

Anthropic has raised up to $15 billion at a company valuation of $350 billion amid explosive growth in AI businesses. SpaceX is considering an IPO in mid-2026 to raise up to $50 billion at a valuation of $1.5 trillion - potentially the largest offering in history. On these and other topics - in our review of key events for the morning of January 28.

Top story for the morning: Anthropic raises up to $15 billion, SpaceX prepares $1.5 trillion IPO

Zoom Communications, Inc.

Zoom's stake in AI startup Anthropic could be worth between $2 billion and $4 billion if chatbot developer Claude goes public

An analyst found a "hidden treasure" in Zoom. Its shares rose to a 3.5-year high

Anthropic, the startup that developed the Claude chatbot, is looking to raise $10 billion, which will put the company's valuation at $350 billion, sources <a href="https://www.wsj.com/tech/ai/anthropic-raising-10-billion-at-350-billion-value-62af49f4?mod=hp_lead_pos3">told </a>The Wall Street Journal. Such a value is almost double the startup's previous valuation. In September, it received an investment of $13 billion and a valuation of $183 billion.

Anthropic is looking to raise $10 billion and double its valuation

NVIDIA Corporation

Cisco Systems, Inc.

Investors will have to accept a difficult dilemma: there is no safe way to capitalize on the revolution. There is no way to predict the moment of collapse, and many will lose money, warns investment guru Howard Marks  

The Optimism Trap: Howard Marks on where the market is misguided about the bubble

Artificial intelligence is no longer a game for startups. In early December, it was <a href="https://www.ft.com/content/3254fa30-5bdb-4c30-8560-7cd7ebbefc5f">reported</a> that Anthropic, which created the Claude AI, had started preparing for an IPO. This is the third signal of this kind - in November, the leader of the AI race <a href="https://oninvest.com/article/prosto-normal-naa-kompania-na-1-trln-kak-openai-prokladyvaet-dorogu-na-birzu">OpenAI</a> and the startup <a href="https://oninvest.com/article/ne-na-blago-vsego-celovecestva-kakoj-ii-sozdaet-cohere-konkurent-openai">Cohere</a> indicated their intention to become public companies. It looks like the AI market is gradually maturing into a public offering, which will give retail investors a chance to directly participate in the AI boom, or bubble, which has been simmering for three years. To be prepared, let's take a closer look at Anthropic - this company is making much less media noise than OpenAI, but is steadily gaining momentum, remaining one of the favorites in the AI race.