Published Sep 9, 2026, 9:38 AM ET · Updated 2 months ago · 1 source
Q4 Liquidity Drains from Anthropic IPO, OpenAI, SpaceX Unlock, AI Bonds
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Original Report
In the fourth quarter, significant liquidity will be drained by Anthropic's October IPO, subsequent OpenAI and SpaceX events, the unlocking of 1.3 billion shares after SpaceX's Q3 earnings, and hundreds of billions in quarterly AI corporate bonds.