Anthropic Eyes a $2 Trillion IPO While FICO & First Quantum Crash

Published 01 Oct 2026 · 51:50

Episode notes

In this episode of The Canadian Investor Podcast, Simon and Dan break down a packed week of market news, starting with the latest developments at the Cobre Panama mine and what an orderly closure could mean for First Quantum and Franco-Nevada. Pasted text They also dig into the controversial acquisition of Slate Grocery REIT, including the timing of its distribution suspension just days before a takeover was announced. From there, they look at Oracle invoking force majeure on a massive AI data centre project and what growing power, permitting and infrastructure bottlenecks could mean for the broader AI buildout. Finally, they discuss Anthropic’s potential $2 trillion IPO valuation, extended trading hours coming to Canadian markets, and why FICO’s long-standing regulatory moat is suddenly under serious pressure as VantageScore gains traction. Stocks discussed: FM.TO, FNV.TO, SGR.UN.TO, BRX, ORCL, OWL, X.TO, FICO   Subscribe to Our New Youtube Channel! Check out our port

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