SpaceX is in talks to raise $40 billion through bank loans and investment-grade bonds to expand its artificial intelligence business, the Financial Times reported. The plan follows Morgan Stanley’s reiteration of a $300 price target for the stock. Separately, 328.4 million shares valued at $54.8 billion are set to become eligible for sale on October 9 for the first time.

Anthropic has introduced Claude Haiku 5.5, a lightweight model aimed at high-volume work such as classification, summarization, customer support and voice agents, while pricing is about 75% lower than Haiku 4.5. The launch comes as the company moves toward a planned November IPO. The listing is expected to value Anthropic between $1.8 trillion and $2 trillion, according to a report.

Bitmine executive chairman Tom Lee said at the Token 2049 conference that the company will stop buying Ethereum once it reaches a hard cap of 5% of ETH’s total supply. He said Bitmine needs about 100,000 more ETH to hit that threshold. BMNR shares were down more than 4% in premarket trading, pressured by the news and a broader pullback in the crypto market.

Winklevoss Asset Services has filed a spot Zcash ETF application with the U.S. SEC, seeking to list a fund on Nasdaq under the ticker WINK that would hold ZEC directly. Following the disclosure, ZEC rose more than 5% over the past 24 hours. The token is currently trading at slightly more than $1,376.

Circle Chief Financial Officer Jeremy Fox-Geen said he will step down by the end of 2026 after five years in the role, having helped execute the company’s $1.2 billion NYSE listing. After the announcement, CRCL shares fell 4.1% to $89.00 in the session and slid a further 1.8% after hours. Fox-Geen will remain until December 2026 or until a successor is named, while Circle recently completed a $400 million Tazapay deal and rolled out Bitcoin-backed USDC loans.

Vivek Ramaswamy’s Bitcoin treasury company Strive raised about $85.88 million through three at-the-market (ATM) sessions between September 21 and 23. The proceeds were used to buy an estimated 1,001.67 BTC, with average purchase prices ranging from about $84,556.00 to $86,266. Strive brought in $27.69 million, $36.08 million and $22.11 million across the three offerings. The activity puts Strive ahead of Strategy in the pace of Bitcoin accumulation.

The Nasdaq 100 completed its quarterly rebalance on September 21, lifting SPCX’s index weighting from 1.28% to 2.82%. A first-time unlock of up to 328.4 million SPCX shares is scheduled for September 24, allowing early investors and insiders to sell. Separately, xAI’s recent release of the Grok 4.7 model is cited as supportive for the SpaceX stock outlook.

SPCX shares fell more than 2% even after NASA said on September 17 that SpaceX will launch the StarBurst spacecraft on a Falcon 9 rocket. The market is also focused on an upcoming Nasdaq-100 weight rebalance that could lift SpaceX’s weighting from about 1.28% to roughly 2.82%. Estimates cited by commentator Sawyer Merritt suggest the change could trigger $15.5 billion to $22 billion in passive-fund buying.

CleanSpark shares jumped nearly 5% on Thursday after the company said it plans a $2.227 billion senior secured notes offering through its wholly owned subsidiary to fund an expansion of its Sandersville, Georgia data center. The company said August bitcoin production totaled 593 BTC, slightly higher than July. As of Aug. 31, CleanSpark held 13,703 BTC.