Wednesday, August 19, 2026GraphArchiveSubscribeDaily · No. 70

The Probable Times

What the world’s prediction markets expect — read as news

Anthropic's Valuation Climbs as OpenAI's Astra Launch Keeps Slipping

Traders lift Anthropic's odds of a $1.75 trillion valuation to 83% while pushing back their timeline for OpenAI's Astra and GPT-6, even as the Fed's September hold gains conviction.

Two AI labs are trading places in the crowd's imagination. Markets now put Anthropic's odds of a $1.75 trillion valuation by December 31 at 83%, up 32 points over the past week, while OpenAI's timeline keeps receding: the chance Astra ships by September 15 fell 22 points on the day to 42%, and GPT-6 arriving by November 30 rose 6 points to 66% — a later date gaining ground as earlier ones fade. Elsewhere, the Federal Reserve's September meeting is drifting toward anticlimax, with 'no change' probability up 11 points on the week to 72%. On court, Jannik Sinner's US Open title odds slid 11 points on the day to 30% as Carlos Alcaraz gained 8 to 20%, while in the transfer market Julian Alvarez's stay at Atletico Madrid firmed to 84%, up 14 points overnight.

Today’s biggest movesprobability shifts, volume-weighted
Geopolitics

Will Iran target a Arab country on August 17, 2026?

7% 81% 7d
$32,536 traded · 24h
Politics & Elections

Will Jared Moskowitz win the FL-25 Democratic primary by at least 25%?

36% 97% 24h
$27,397 traded · 24h
Politics & Elections

Will James Fishback win less than 10% of votes in the Florida Republican Governor primary?

52% 2.2% 24h
$137,167 traded · 24h
Geopolitics

Iran-Oman Hormuz Agreement by August 31?

58% 23% 7d
$19,272 traded · 24h
Geopolitics

US announces end of Iranian blockade by August 31, 2026?

36% 7.5% 7d
$127,098 traded · 24h
Economy & Crypto

Will Anthropic's valuation hit (HIGH) $1.75T by December 31?

50% 83% 7d
$17,687 traded · 24h
Sports

Will Jannik Sinner win the 2026 Men's US Open?

52% 30% 7d
$55,020 traded · 24h
Sports

Will Julian Alvarez stay at Atletico Madrid?

59% 84% 7d
$9,690 traded · 24h

Geopolitics

Iran-related contracts cooled across the board. The odds of a US-announced end to the Iranian blockade by August 31 fell 4 points on the day to 8%, and the October 31 version eased 2 points to 52%. The Iran-Oman Hormuz management agreement by August 31 dropped 6 points on the day and 36 over the week to 23%. Meanwhile traders still assign an 81% chance that Iran targets an Arab country, a figure roughly flat on the day despite a turbulent 74-point swing over the past week.

August 1781%▼ 4 24hAugust 2918%▲ 12 24hAugust 1917%▲ 8 24hAugust 2412%▲ 7 24h
August 3123%▼ 6 24hAugust 228%▲ 1 24hSeptember 3061%▲ 2 24h
August 317.5%▼ 4 24hSeptember 3033%▲ 5 24hAugust 221.6%▼ 2 24hOctober 3152%▼ 2 24h
US-Iran 60 day negotiation period extended?1.8%▼ 2 24h
Majid Takht-Ravanchi24%▼ 22 24hDonald Trump4%▼ 6 24hMarco Rubio15%▼ 2 24hIshaq Dar21%▼ 19 24h
No Meeting by September 3075%▲ 4 24hPakistan5%▼ 3 24hSwitzerland10%▼ 5 7d

Politics & Elections

The Federal Reserve's September decision moved toward consensus: 'no change' probability climbed 11 points over the week to 72%, against 28% for a quarter-point hike. Florida's primary contracts, by contrast, simply caught up with the calendar as results were tallied — Jared Moskowitz's win-by-25%-or-more odds jumped 61 points to 97% and James Fishback's under-10% vote-share contract collapsed 50 points to 2%, outcomes better read as settlement than surprise.

Moskowitz 25%+97%▲ 61 24hMoskowitz 20–25%2.1%▼ 26 24h
Donalds 20–25%89%▲ 88 24hDonalds 25–30%3%▼ 2 24hDonalds 15–20%2.5%▲ 2 24h
Fishback <10%2.2%▼ 50 24hFishback 10–15%98%▲ 62 24hFishback 15–20%2%▼ 6 24h
Ralph Norman18%▲ 9 24hDarline Graham Nordone82%▼ 8 24h
No change72%▲ 11 7d25 bps increase28%▼ 8 7d
Aisha Wahab92%▲ 6 24hMelissa Hernandez10%▼ 3 24h

Economy & Crypto

Anthropic's climb continued: markets now give 83% odds it reaches a $1.75 trillion valuation by December 31, up 32 points on the week, with the $2 trillion threshold up 30 points to 70%. Apple held a commanding 93% lead to remain the second-largest company by month's end, while NVIDIA's grip on the top spot eased slightly, down 3 points to 74% for its odds of still being largest by December.

↑$1.75T83%▲ 2 24h↑$2.0T70%▲ 30 7d↑$2.5T50%▼ 1 24h↑$1.5T92%▲ 2 24h
Apple93%▲ 4 24hAlphabet6.5%▼ 4 24h
$50M9.2%▲ 5 24h$80M8.8%▲ 6 24h$400M9.2%▲ 7 24h$500M8.1%▲ 6 24h
Fed rate hike in 2026? $41,033 · 24h
Fed rate hike in 2026?50%▲ 3 24h
NVIDIA97%▲ 4 7dApple1.9%▼ 3 7d
NVIDIA74%▼ 3 24hAlphabet9.5%▼ 1 24hApple12%▼ 3 7d

Science & Tech

OpenAI's Astra keeps missing its own moving target: the chance it ships by September 15 dropped 22 points on the day to 42%, and by August 31 fell 12 points to just 10%. GPT-6 timelines pushed later in sympathy — odds of an October 31 release rose 10 points to 57%, and November 30 gained 6 to 66%. Anthropic, meanwhile, is treated as a near-certainty to hold the best model title through August, at 99%.

September 1542%▼ 22 24hAugust 3110%▼ 12 24hSeptember 3071%▼ 7 24hOctober 3186%▼ 1 24h
GPT-6 released by…? $32,909 · 24h
September 30, 202628%▼ 1 24hAugust 31, 20263.4%▼ 5 24hOctober 31, 202657%▲ 10 24hNovember 30, 202666%▲ 6 24h
Anthropic>99%▲ 1 24h

Sports

Jannik Sinner's US Open favoritism cracked, sliding 11 points on the day and 21 over the week to 30%, with Carlos Alcaraz the beneficiary at 20%, up 8 points. In the transfer window, Julian Alvarez's odds of staying at Atletico Madrid jumped 14 points on the day to 84%. Cincinnati Open markets favor Taylor Fritz at 26%, up 10 points, edging out Alexander Zverev's 25%.

Jannik Sinner30%▼ 11 24hCarlos Alcaraz20%▲ 8 24hBen Shelton5.1%▲ 2 7dTaylor Fritz4.8%▲ 1 24h
Atletico Madrid84%▲ 14 24hBarcelona12%▼ 14 24hArsenal3.7%▼ 4 7d
Taylor Fritz26%▲ 10 24hRafael Jodar13%▼ 1 24hAlexander Zverev25%▼ 4 24hNuno Borges1.7%▲ 1 24h
TEAM VISION41%▼ 2 24hTeam Yandex8.2%▲ 2 24hTeam Spirit14%▲ 6 7dBoomBoys7%▲ 2 24h
EWC 2026 CS2: Winner $127,398 · 24h
Team Spirit16%▼ 8 7dMOUZ13%▲ 1 24hFURIA12%▲ 4 7dG2 Esports4.5%▲ 3 7d
EPL: 2027 Champion $233,764 · 24h
Arsenal46%▲ 2 24hManchester City22%▼ 5 7dManchester United9.5%▼ 1 7dTottenham2.6%

Culture

'Spider-Man: Brand New Day' box-office markets flipped intraday: the odds of a $900 million-plus domestic total rose 9 points to 52%, while the $800-900 million band fell to 48%. A separate contract shows the same tension — sub-$900 million odds at 50%, down 8 points on the day, against 48% for the $900-920 million band, up 6 — leaving traders roughly split on which side of the line the film lands.

900m+52%▲ 9 24h800 - 900m48%▼ 9 24h
900 - 920m48%▲ 6 24h<900m50%▼ 8 24h920 - 940m2.7%▲ 1 24h

In a week where AI labs traded fortunes and the Fed traded nothing, only Atletico Madrid's midfield felt settled.

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