MarketCatalyst

Daily recaps, research and guides to how the market actually works.

Latest posts

News

Altman Won't Set an IPO Date, but Drops Hints on Hardware and Rivals

Sam Altman told CNBC he has no IPO timeline and wants safety cases in place first, while teasing unreleased hardware, weighing in on Nvidia's new agent-safety platform, and calling Meta's Muse "a nice product."

DDesk29 Sept 2026 · 15:02 ET2 min read
→
News

OpenAI Passes 1.2 Billion Users While Chasing a $1.4 Trillion Valuation

OpenAI says ChatGPT has hit 1.2 billion weekly users, and Bloomberg reports the company is seeking $30 billion in new funding at a $1.4 trillion valuation — a bridge round standing in for the IPO it's delaying over AI safety concerns.

DDesk29 Sept 2026 · 15:02 ET2 min read
→
News

OpenAI's DevDay Haul: Always-On Agents, a Cheaper Model, and 20+ New Tools

OpenAI's DevDay 2026 brought always-on Dots agents, a cheaper GPT-6.1 Sol model, a faster Ultrafast tier, and new workplace tools like ChatGPT Space — more than 20 announcements in all, pushing OpenAI's products further into autonomous agent territory.

DDesk29 Sept 2026 · 15:02 ET3 min read
→
Educational

Why Rising Bond Yields Are Kryptonite for Growth Stocks

A clear, worked-example explanation of why rising bond yields squeeze stock valuations — and why growth stocks, whose value sits furthest in the future, take the biggest hit.

DDesk29 Sept 2026 · 11:55 ET6 min read
→
Recap

Bond Yields Are Winning the Tug-of-War With Stocks Again

Stocks slipped Tuesday morning as the 30-year Treasury yield hit 5.613%, its highest level since June 2002, while the VIX and crude oil both climbed steadily off their morning lows — though tech and semiconductors held up better than the broader market.

DDesk29 Sept 2026 · 11:39 ET3 min read
→
Analysis

Inside Anthropic's IPO Filing: A $518B Spending Plan and Founder Control

Anthropic's IPO prospectus shows revenue up twelvefold to $4.59 billion alongside a $42 billion net loss and a $518 billion infrastructure spending plan — plus a Founder LLC structure that would give its seven co-founders 50.1% voting control after the company goes public.

DDesk29 Sept 2026 · 10:45 ET3 min read
→