Mixed (−4): Anthropic mid-Oct, OpenAI not 2026, Lipper −$32B holds

Reuters (Sep 11): Anthropic courts ~$2T IPO; Nvidia eyed as ~$10B anchor—ask distinct from May’s ~$965B Series H private mark.

Multpl CAPE 41.09 (Fri Sep 11); Motley Fool ~41.7 (Sep 10/12)—still north of 40; only prior multi-month CAPE>40 run was 1999–2000.

Mag7 still ~⅓ of the S&P—concentration as the quiet twin of CAPE (~33–34% Fool Research framing).

Amodei “pace the frontier” + Altman IPO “ill-advised” in 2026—dual-CEO safety/pacing undercuts pure FOMO even as Anthropic’s calendar stays live.

Breakingviews: AI “neoclouds” rhyme with 1999–2000 altnets—data-center upstarts, vendor finance, GPU leverage.

CNBC: early-stage VCs talk shakeout—selectivity rising on apps vs infrastructure; FOMO cooling at the edges.

Dating board: Anthropic soft mid-Oct marketing (prospectus late Sep / pre-midterms listing talk); Altman rules out OpenAI IPO in 2026 on safety grounds.

NSE India IPO locked: subscription Sep 17–21 / list ~Sep 24; band ₹1,700–1,785 (size cut >15% earlier, calendar locked).

Dangote Refinery IPO: subscription opens Sep 14 / closes Oct 13—Africa’s largest-ever share sale.

Reuters Lipper: U.S. equity funds −$32.27B in week through Sep 9—nine-month high outflow; large-cap −$40.44B; third consecutive Lipper U.S. equity outflow week.

Same Lipper print: tech sector funds +$1.71B; bond funds 21st straight inflow week (+$6.56B)—selective FOMO inside a risk-off week.