Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.

Bloomberg Intelligence hosted by Paul Sweeney and Natalia Kniazhevich

-Anthony Hughes, Bloomberg US Equity Capital Markets Reporter, discusses Anthropic’s IPO. Anthropic PBC’s initial public offering has drawn about six times the orders for the shares available, according to people familiar with the matter, as interest increases for potentially the biggest first-time share sale ever. Anthropic is looking to bolster demand for the IPO with a campaign of events for prospective investors, including a live-streamed event with its Chief Executive Officer Dario Amodei and JPMorgan Chase & Co. CEO Jamie Dimon on Friday, a person familiar with the matter has said.

-Matthew Schettenhelm, Bloomberg Intelligence Media Litigation Analyst, discusses Nvidia policy and litigation risks after CEO Jensen Huang’s resignation. According to Bloomberg Intelligence: Nvidia's turmoil around former CEO Jensen Huang will draw more scrutiny from Congress, regulators and shareholders. Lawmakers may use the episode to lock in or tighten China chip controls in an upcoming defense bill, while any evidence that Nvidia knowingly aided diversion of chips could expose it to billions in penalties.

-Woo Jin Ho, Bloomberg Intelligence Senior Hardware and Networking Analyst, recaps earnings from Cisco Systems. Cisco Systems Inc. gave a sales forecast for the current quarter that exceeded Wall Street estimates and raised its annual outlook, a sign the AI boom continues to fuel demand for its networking equipment. The company raised its fiscal year revenue guidance to $74.8 billion to $75.8 billion, and expects $9 billion in AI-related revenue from hyperscalers in the fiscal year, more than double the previous year.

-George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses SpaceX and Tesla progressing in their merger negotiations, which could result in the biggest-ever deal. The companies' boards and advisers are hammering out the terms of the tie-up and governance structure of the combined entity, among other matters. The merger would create a conglomerate housing electric vehicles, energy storage batteries, rockets and satellites, with the rationale of leveraging artificial intelligence across space, driverless cars and humanoid robots.