Market Analysis: S&P 500 Decline, Bitcoin Drop, and Anthropic's $350B Valuation Deal

This analysis is based on the CNBC report [1] published on 2025-11-18. Key events: S&P 500 fell for fourth consecutive day, Bitcoin briefly below $90k, Anthropic signs deal with Microsoft and Nvidia valuing it at ~$350B.

• Equities
  : S&P 500 closed at 6617.33 (-0.36%) on 2025-11-18 [0], marking fourth straight decline [1]. Tech stocks like Microsoft (MSFT) and Nvidia (NVDA) traded lower.
• Crypto
  : Bitcoin dropped to $89,420 [2,4], down ~30% from October high of $126k [2], erasing 2025 gains [3]. Sentiment is ‘extreme fear’ [4].
• AI Sector
  : Anthropic’s valuation jumped to $350B from $183B [5] via $15B investment (MSFT $5B, NVDA $10B) [5,7], with $30B compute purchase commitment [6,7].

• S&P500
  : 2025-11-18 close:6617.33 (-0.36%) [0], 2025-11-17 close:6672.42 (-0.61%) [0].
• Bitcoin
  : Low of $89,420 (2025-11-18) [2,4], YTD down ~0.67% [3], MTD down ~15.47% [3].
• Anthropic
  : $15B total investment [5,7], $30B compute commitment [6,7], valuation $350B [5].

• Direct: MSFT, NVDA.
• Related Sectors: AI/tech, cloud computing, cryptocurrency.

• Exact timeline of Anthropic’s $30B compute purchases [6,7].
• Regulatory risks for Anthropic deal.
• Concrete trigger for Bitcoin’s sharp drop [2,4].

• Bitcoin volatility: ~30% drop from Oct high [2] with extreme fear sentiment [4].
• AI sector correction risk: JP Morgan warning [8].
• Regulatory scrutiny: Trump-linked crypto firm probe [1].