WRLD A.LIVE

15:002 reports

• Baseten Launches $200 Million Funding Round at a $30 Billion Valuation KuCoin
• Baseten Said to Launch New Funding Round at $30 Billion Valuation, More Than Double June Level BigGo Finance

14:00nothing heard

13:00nothing heard

12:00nothing heard

11:001 report

• When The AI Bubble Bursts FA Mag

10:001 report

• Data center suppliers gain from Microsoft and Alphabet AI spending plans Traders Union

09:00nothing heard

08:003 reports

• Baseten seeks $30bn valuation in new $2 billion funding round - Bloomberg By Investing.com Investing.com South Africa
• Baseten Set for a $30 Billion Valuation, 2.3x Its June Mark FourWeekMBA
• Baseten Set for $30 Billion Valuation With New Funding Bloomberg

07:002 reports

• The AI Selloff Is a Debt Story Metatrends
• Cracks are emerging in the AI spending boom TechCrunch

06:009 reports

• Morning Bid: Cash burnout Bellingham Herald
• Big Tech cut buybacks by 83% amid AI spending — CNA UA.NEWS
• What moves hyperscaler stocks? Financial Times
• Amazon, Alphabet, SpaceX and Meta are all to blame for the new tech stock rout Yahoo Finance
• Big Tech returns smallest share of cash to shareholders in 15 years, given AI spending Reuters
• Raymond James says tech giants’ AI spending plans support chip suppliers By Investing.com Investing.com India
• AI hyperscalers are expected to finish the year spending a whopping $828 billion on capex Business Insider
• Breakingviews - COMMENTARY: What a difference a year makes in AI accounting Reuters
• Big Tech Holds $3 Trillion in Spending Commitments for AI Boom Bloomberg.com

05:00nothing heard

04:006 reports

• The AI Gold Rush Is Turning Into a Wall Street Bloodbath Gizmodo
• Can Anthropic really become a $10 trillion company? The Verge
• Nasdaq faces $2 trillion wipeout in October as AI spending fears deepen Bilyonaryo Business
• AI Spending Binge Backfires on Tech Stocks: Nasdaq 100 Market Cap Set to Shed $2 Trillion, or About NT$65.3 Trillion, This Month BigGo Finance
• If AI Spending Slows in 2027, These Semiconductor Stocks Could Hold Up Best 24/7 Wall St.
• Nasdaq 100’S AI Bill Is Starting To Spook Investors Finimize

03:0018 reports

• When the AI bubble bursts The Farsight Nepal
• Wall Street veteran Yardeni calls constraints beneficial for AI boom — Fortune UA.NEWS
• AI Bubble Burst: Confirmed By Alphabet, Caterpillar, ServiceNow, And Amazon Seeking Alpha
• GRAPHIC-Nasdaq faces $2 trillion wipeout in October as AI spending fears deepen marketscreener.com
• When The AI Bubble Bursts FA Mag
• Will AI trigger new global crisis? Economist explains what Belarusians can expect Belsat
• The AI Boom Is Facing Its Most Important Test Yet FXCM Markets
• The AI investing story had a rough week. It may be time to take profits while you still can CNBC
• Welcome to the Age of Miracles. You May Need to Look Elsewhere for Profits. Barron's
• The Greatest Existential Risk of the Early 21st Century China-US Focus
• The two most interesting risks to Anthropic capradio.org
• From Food Photos to Millions: Inside Cal AI's Explosive Growth www.cheddar.com
• Anthropic’s $100 Billion Mission Is the Whole Market Now Bloomberg.com
• Anthropic may not secure investment-grade rating after IPO, Blackstone tells investors Financial Times
• Amazon sets up $80 billion supplier financing for AI hardware By Investing.com Investing.com UK
• Mounting pressure from $883 billion in future spending commitments prompts Amazon to secure up to $80 billion in financing to support AI expansion 富途牛牛
• Amazon Can Borrow Up to $80B Against the Hardware It Buys FourWeekMBA
• Amazon Taps $80 Billion Supplier Loan Facility to Help Fund AI Bloomberg.com

23:001 report

• The big questions remaining after Anthropic’s blockbuster IPO prospectus CNBC

22:003 reports

• Dario Amodei Predicted at Davos in January 2025 That AI Could Surpass Humans "at Almost Everything" Within 2 to 3 Years. As Anthropic Prepares for Its $2 Trillion IPO, Is That Timeline Still on Track? The Motley Fool
• Silicon Valley wants you to invest in miracles The Verge
• The two most interesting risks to Anthropic NPR

21:001 report

• Global markets brace for AI earnings, central bank signals and U.S. midterm risks Traders Union

20:006 reports

• AI Bubble 2026: What the Data Show Before Nvidia Earnings Admirals
• Q3 earnings disappointments from Amazon, Intel, and Alphabet have the AI trade on edge as capex spending swells Business Insider
• Strong Earnings Aren’t Strong Enough for the AI Era Inc.com
• Wall Street Is Starting To Question AI’s Payback Timeline Finimize
• Alphabet and Microsoft are on both sides of the AI boom's biggest bills: Chart of the Day Yahoo Finance
• Tech giants need legacy businesses to keep growing as they pour trillions into the AI buildout CNBC

19:00nothing heard

18:00nothing heard

17:00nothing heard

16:00nothing heard

15:00nothing heard

14:00nothing heard

13:00nothing heard

12:005 reports

• $7.7 trillion AI bet: Can hyperscalers earn enough to justify the spending? The Economic Times
• A $1 Trillion Depreciation Bomb Is Ticking Beneath the AI Market TradingView
• Amazon and Intel results deepen worries over AI boom costs as tech, chip stocks slide investingLive
• Big Tech’s Data Center Blitz Is Burning Through Cash and Scaring Wall St. The New York Times
• Big Tech’s $750 Billion AI Bet Collides With Slowing Core Growth Bloomberg.com

11:00nothing heard

10:00nothing heard

09:00nothing heard

08:00nothing heard

07:00nothing heard

06:001 report

• Ares CEO Says It’s Avoiding Backing AI Chips, Citing Complexity Bloomberg.com

05:00nothing heard

04:00nothing heard

03:001 report

• Canada to Invest Up to $1.6 Billion in Toronto-Based Cohere, With 1,000 New Tech Jobs Planned To Do Canada

02:005 reports

• Feds to invest up to $1.6 billion in Canadian AI company Cohere in its $7-billion fundraise Financial Post
• Cohere Closes Initial Series E Targeting Up to CAD $7B at CAD $35.7B Valuation Unite.AI
• Canada announces landmark investment in Cohere to scale secure, sovereign AI The Globe and Mail
• Nvidia and Canada are backing Cohere's record funding round of up to CAD $7 billion Quartz
• Cohere Targets Up to CA$7 Billion in Series E Funding citybiz

01:009 reports

• Canada announces landmark investment in Cohere to scale secure, sovereign AI Prime Minister of Canada
• Ottawa buys $1.6-billion stake in Cohere as AI firm’s valuation soars to $35.7-billion The Globe and Mail
• Anthropic’s business plan: Build God or die trying The Verge
• Canada to invest up to $1.6B in Toronto-based AI company Cohere CBC
• Cohere Announces Series E Fundraise Targeting CAD $7 Billion to Meet Surging Global Demand for Secure, Sovereign AI PR Newswire Canada
• Canada Cohere Investment: Up to C$1.6B Stake [2026] tech-insider.org
• Nvidia-backed Cohere closes in on $5B funding round TradingView
• Ottawa investing up to $1.6B in Canadian AI company Cohere Toronto Star
• Canada, Nvidia Back Cohere in Round at Over $20 Billion Value Bloomberg.com

23:008 reports

• What Robinhood's CFO found interesting about Anthropic's IPO prospectus Yahoo Finance
• Anthropic reveals $80 billion loss, huge spending spree ahead of IPO NBC News
• From bioweapons to blackmail, here’s what’s in Anthropic’s nearly 100-page list of risks, including ‘risks to humanity’ CNN
• Tracking Pax Silica’s Evolution: A Timeline | Blogs | Oct 27, 2026 Information Technology and Innovation Foundation
• Compete where necessary, cooperate where possible China Daily Global Edition
• How’s the US-China Tech War Going? Ask AI Bloomberg.com
• WAICO: How a technological cold war threatens ASEAN centrality BusinessWorld Online
• US vs China: As the world splits into AI blocs, where does Europe stand? Euronews.com

22:006 reports

• Opinion | Anthropic’s plan to protect humanity has a flaw The Washington Post
• Sen. Warren probes AI safety, market risks in Anthropic IPO CFO Dive
• AMD, CoreWeave Stocks Drop. Why Microsoft and Google Results Hit the AI Trade. Barron's
• Alphabet, Amazon, SpaceX, Microsoft, Broadcom, and AMD Are Counting on Anthropic's IPO. Not All Their Contracts Are Equal. The Motley Fool
• The Big Short Investor Michael Burry Just Found a $537 Billion Problem With AI 24/7 Wall St.
• Anthropic IPO May Spark AI Rally as Short Bets on Tech Pile Up Bloomberg.com

21:003 reports

• Google and Microsoft missed AI spending estimates in Q3 2026 earnings Quartz
• Why CRWV, NBIS, IREN, APLD Stocks Are Falling Today - CoreWeave (NASDAQ:CRWV) Benzinga
• AI build-out hits snag as Google and Microsoft put off raising capex forecasts CNBC

20:00nothing heard

19:00nothing heard

18:005 reports

• European CEOs warn against surrendering frontier AI to US and China POLITICO.eu
• Sovereign AI for Europe: what are we talking about? FashionNetwork USA
• OPINION: Scaling is the real test of Europe’s AI boom EU-Startups
• Europe Keeps Exporting Its Best Tech Founders to the U.S. — But Why? Entrepreneur
• EU can compete with US AI giants, says Brussels’ frontier-model champion Financial Times

17:00nothing heard

16:00nothing heard

15:00nothing heard

14:00nothing heard

13:001 report

• China stocks slip as tech weakness overshadows Fed rate decision Rappler

12:001 report

• China’s tech darlings are losing their shine. Here’s what’s behind the sell-off CNBC

11:00nothing heard

10:003 reports

• National Growth Fund Backs FuriosaAI in 820 Billion Won Funding Round, Valuing Company at 3.8 Trillion Won 머니투데이
• Nvidia Rival FuriosaAI Raises $620M at a $2.9B Valuation FourWeekMBA
• FuriosaAI Secures 820 Billion Won Investment 조선일보

09:004 reports

• FuriosaAI raises 820 billion won in funding, valued at 3.8 trillion won 디지털투데이
• KRW 820B Pours Into Homegrown FuriosaAI... U.S. Heavyweights Flock as Valuation Soars to KRW 3.8T 아시아경제
• FuriosaAI raises $620M Series D, quadruples valuation to $2.9B in Nvidia challenge Dealroom
• FuriosaAI Quadruples Valuation to $2.9 Billion in Nvidia Chase Bloomberg

08:00nothing heard

07:00nothing heard

06:003 reports

• Google and Microsoft weave tangled AI webs Breakingviews
• Microsoft, Google Expand AI Beyond Semiconductors 조선일보
• LIVE: Microsoft, Alphabet AI spending sets the tone for Korean chip stocks Korea JoongAng Daily

05:003 reports

• Breakingviews - COMMENTARY: Google and Microsoft weave tangled AI webs Reuters
• CoreWeave and other neocloud stocks drop after Microsoft capex comes in below expectations CNBC
• Microsoft blames data centre delays for lower capital expenditure Financial Times

04:003 reports

• Chinese Equities Weakness to Continue: Morgan Stanley Sees 10-15% Further Downside - News and Statistics IndexBox
• The Economy Isn't Totally Reliant On The AI Capex Cycle (SPY) Seeking Alpha
• Investors Brace for Big Tech’s A.I. Spending Bill The New York Times

03:002 reports

• Pros and Cons for the markets - earnings, mid-term, Anthropic and inflation Moomoo
• AI’s creative destruction or benign reset? roger montgomery

02:004 reports

• Goldman Sachs Sees Investors De-Risking From AI Stocks. At 63, She Finds the Same Crowded Trade Inside Her $900,000 401(k) 24/7 Wall St.
• What's Next for AI? APAC Implications and Practical AI Workflows for Investment Professionals S&P Global
• Anthropic Is Said to Plan UK Share Offering Via RetailBook Bloomberg.com
• AI giants' funding ambitions test Wall Street's appetite for risk Reuters

01:005 reports

• Fed decision and Alphabet, Microsoft, Amazon earnings could shake up the AI trade over the next 48 hours Business Insider
• Tech: The AI Bubble Has Already Burst In China. Could The U.S. Be Next? : 1A NPR
• Prediction market bets set the tone for Anthropic's much-awaited IPO Central Oregon Daily
• Anthropic IPO: retail investors could get up to 20% of shares Invezz
• Anthropic IPO: What investors should know about buying in Yahoo Finance

23:004 reports

• What Jim Cramer is watching as Anthropic heads to Nasdaq TheStreet
• Anthropic Exposes SpaceX’s Hidden AI Risk (NASDAQ:SPCX) Seeking Alpha
• Will the real Anthropic please stand up MIT Technology Review
• Exclusive | Elizabeth Warren Demands Answers From Anthropic on ‘Existential’ Risks WSJ

22:002 reports

• Anthropic’s S-1 reveals two areas where OpenAI could have the upper hand, experts say Fortune
• Anthropic’s Tensions With Trump Laid Bare Ahead of Landmark IPO Bloomberg.com

21:00nothing heard

20:00nothing heard

19:002 reports

• Anthropic IPO warns its AI could blackmail people, become sentient, end humanity Ars Technica
• Inside Anthropic’s IPO + How AI Agents Spy on Your Messages : Machine Gods NPR

18:004 reports

• Anthropic is preparing to go public. A look at the company's plan NPR
• Anthropic IPO Shutout Sends Asia’s Investors Into Proxy Bets Yahoo Finance
• Anthropic files for potentially historic IPO Yahoo
• The Anthropic IPO: Why Investors Are Better Off Avoiding It Yahoo Finance

17:00nothing heard

16:00nothing heard

15:00nothing heard

14:002 reports

• Massive state buying can’t reverse China’s stock slide, analysts warn South China Morning Post
• Anthropic’s seven founders tighten grip ahead of blockbuster IPO Financial Times

13:002 reports

• Short Thoughts: Anthropic’s S-1 Cassandra Unchained | Michael Burry
• Our Claude is an awesome Claude Business Insider

12:001 report

• VCs will make billions on Anthropic’s IPO, but Amazon is set to make much (much) more TechCrunch

11:00nothing heard

10:00nothing heard

09:00nothing heard

08:004 reports

• From bioweapons to blackmail, here’s what’s in Anthropic’s nearly 100-page list of risks, including ‘risks to humanity’ CNN
• In Anthropic I.P.O., Goldman and Morgan Stanley Slug It Out for Top Bank The New York Times
• Physical Intelligence in talks to raise $1B at $20B valuation - Bloomberg Investing.com
• Chart: Anthropic's cash pile towers over nearly every U.S. company CNBC

07:001 report

• Physical Intelligence in talks to raise $1B at $20B valuation - Bloomberg Investing.com Canada

06:006 reports

• Airtree tops up AI robotics startup’s pre-Seed with another $5 million Startup Daily
• Robotics AI startup Physical Intelligence is seeking a valuation of about $20 billion Quartz
• Physical Intelligence in talks to raise $1B at $20B valuation - Bloomberg By Investing.com Investing.com South Africa
• Robotics Lab Physical Intelligence in Talks for a $20 Billion Valuation Bloomberg.com
• Anthropic set to make stock market debut as questions swirl about safety of AI CNN
• Disruptive Raises $10B Megafund for AI Startups Briefs Finance

05:001 report

• Stocks making the biggest moves after hours: Visa, Robinhood, NXP, Seagate and more CNBC

04:005 reports

• What's behind the AI trade comeback — plus, our take on Intel's latest deal CNBC
• Boeing shares slide on a disappointing cash flow update. Why this dip is buyable CNBC
• Stocks making the biggest moves midday: SoFi Technologies, Pentair, Royal Caribbean, JetBlue & more CNBC
• How investors can position ahead of into the Fed's next policy decision CNBC
• Disruptive raises $10B fund to make big bets on at least 10 companies TechCrunch

03:007 reports

• Disruptive raises $10B fund for at least 10 companies — TechCrunch UA.NEWS
• Disruptive Launches $10 Billion Flagship Fund to Back Private Technology Companies citybiz
• Cramer says something is missing in Tuesday's market rally and he's not eager to jump in CNBC
• I just bought this pharma stock for its next generation of blockbuster drugs — and its dividend CNBC
• AI stocks have rattled U.S. and emerging markets. Japan and Europe could help investors diversify CNBC
• 10 Themes - #7: Building resilient portfolios in an AI world DWS Asset Management
• Disruptive raises $10 billion for first formal fund Yahoo Finance

02:006 reports

• Daily: Diversify beyond the AI rally UBS
• The hidden AI risk factor reshaping equity markets Risk.net
• Handling risks and investments in the AI era Capacity Media
• Top Strategists Share 5 Ways Investors Can Hedge the AI Trade Morningstar
• The limits of hedging the AI boom Financial Times
• Anthropic and the AI cluster effect in fundraising Financial Times

01:001 report

• Anthropic set to make stock market debut as questions swirl about safety of AI CNN

00:003 reports

• Disruptive Announces $10 billion Flagship Fund PR Newswire
• Dallas Investor Alex Davis on His New $10B Fund and the AI Arms Race D Magazine
• Disruptive closes $10 billion megafund for AI, defense startups - Bloomberg News TradingView

23:003 reports

• Dallas VC firm Disruptive raises record $10B fund, largest in Texas history The Business Journals
• Late Billionaire’s Grandson Hits His Own Huge Milestone With $10 Billion VC Fund Forbes
• Disruptive Closes $10 Billion Megafund for AI, Defense Startups Bloomberg.com

22:003 reports

• China Steps In to Rescue Stocks, But the Market Continues to Fall The New York Times
• Why investors should stay long on AI stocks, according to Trivariate's Adam Parker CNBC
• Meta Is Selling Up to $95 Billion of Stock. Its Chip Suppliers Want In Yahoo Finance

21:007 reports

• Anthropic’s I.P.O. Prospectus Spells Out a Future of Promise and Peril The New York Times
• Form 4 Uxin Ltd: Kun Dai (Director, CEO) For: 26 October Investing.com India
• Quant firms are racing to fund PhDs, build labs as the AI talent war goes on The Business Times
• AI Talent War Has Quant Firms Racing to Fund PhDs, Build Labs Bloomberg.com
• Form 4 Coffee Holding Co Inc: Andrew Gordon (Director, 10% Owner, CEO and President) For: 22 September Investing.com Canada
• Wall Street sees this chip stock as the big winner from the Anthropic IPO CNBC
• Jim Cramer's top 10 things to watch in the stock market Tuesday CNBC

20:003 reports

• NVIDIA and Meta to Expand Collaboration on Muse and Muse Family of Models Amid Robust Growth NVIDIA Newsroom
• Wall Street Has a New Blockbuster Stock Split Coming in 2027 -- It's an Artificial Intelligence (AI) Stock That's Up 1,615% in 14 Years Yahoo Finance
• Stocks making the biggest moves premarket: PayPal, Corning, UPS, Coca-Cola & more CNBC

19:005 reports

• Meta gets $3 billion from Nvidia and plans to spend more on Nvidia chips The Decoder
• Meta Announces Pricing of Offering of Depositary Shares Representing Series A Mandatory Convertible Preferred Stock and Offering of Class A Common Stock in Connection with Forward Sale Agreements PR Newswire
• Meta Stock Forecast: META Tests $629 Support After a $37.5 Billion Stock Sale at $625 TradingKey
• View / The ‘national team’ to the rescue Semafor
• GM to transfer stock listing to Nasdaq By Reuters Investing.com

18:008 reports

• Form 4 Gladstone Capital Corporation: Walter H. Wilkinson (Former Director) For: 26 October Investing.com Nigeria
• Nvidia, AMD and Broadcom may buy $5 billion of Meta’s share sale CryptoRank
• Nvidia to invest $3 billion in Meta as tech giants deepen AI partnership CNBC
• Stock Market Today: Dow, S&P 500 and Nasdaq set for mixed start as tech stocks fall after rebound following release of Anthropic's IPO filing MarketWatch
• Stock Futures Steady as Anthropic Rally Stalls, Israel Election in Focus WSJ
• US stock futures recorded limited gains in pre-market trading المتداول العربي
• US stock futures muted as oil holds near April highs ahead of Fed decision Reuters
• Stock Market Today: Dow, S&P 500, Nasdaq Trading Cautious as Tech Earnings, Fed Rate Call Loom Set to Open Up Barron's

17:003 reports

• Chinese shares close lower Tuesday Xinhua
• US Futures Steady as Fed Meeting and Earnings Reports Take Center Stage kaohoon international
• ‘Bold but sane’: what we learnt from Anthropic’s 240,000-word IPO filing Financial Times

16:005 reports

• Dow Jones Futures gain after Wall Street opens week with gains www.tmgm.com
• China's Four Major A-Share Indexes Fall Together as Bank Stocks Buck the Trend; Semiconductor Sector Under Pressure BigGo Finance
• Anthropic’s soaring sales, steep losses put AI frenzy to IPO test BusinessWorld Online
• Stock Market Today: Dow Jones, S&P 500, Nasdaq 100 Futures Fall as Iran Threatens to Target Undersea Cab Benzinga
• AWS Sells Out of Capacity Into 2028: 8 Key Items Shaping the Stock Market Monday RealMoney Pro

15:004 reports

• China Stocks Struggle for Direction TradingView
• Closing Bell: AI fever’s back and miners pull another strong shift NT News
• China stocks could slide 15% before bottom, Morgan Stanley says South China Morning Post
• Chinese markets lose trillions as race for AI supremacy with US takes its toll The Guardian

14:003 reports

• The Kospi index in Korea is the leading indicator for the global AI trade — and Goldman just slashed its forecast by 25% MarketWatch
• South Korean stocks hit seven-month low as foreigners sell upi
• Local stock investors who had a nightmarish last week breaking the KOSPI 5400 will be put to the tes.. 매일경제

13:003 reports

• Foreign Investors Dump Over $150 Billion in South Korean Stocks Even as Global Banks Raise KOSPI Targets BigGo Finance
• KRX activates buy-side sidecar for KOSPI on sharp rise The Korea Times
• Seoul stocks open higher on Wall Street gains, renewed AI optimism The Korea Herald

12:005 reports

• US futures and Asian stocks advance following a rally on Wall Street The Washington Post
• Asian shares retreat after strong profits lead a rally on Wall Street kens5.com
• Asian Stocks Rally 1.1% as Earnings Lift Sentiment, NextDC Collapse Revives AI Investment Fears Tekedia
• US futures and Asian stocks advance following a rally on Wall Street WSLS
• Asian Markets Trade Mixed RTTNews

11:006 reports

• P2.85-B EU digital cooperation to support AI Daily Tribune
• Asian Markets Today: Kospi Soars 4% On Q3 GDP Beat, Nikkei Gains 2% NDTV Profit
• Anthropic discloses month-long training pause, AI security breaches in IPO filing Rappler
• I asked Claude to explain Anthropic’s IPO CNN
• Asia-Pacific Markets Rise as Anthropic’s Nasdaq IPO Plans Fuel Optimism in US Tech Sector kaohoon international
• Tech firms track Wall St rally on mixed day for Asian markets Yahoo Finance Singapore

10:009 reports

• Goldman Sachs Secures $210 Billion in Financing Deals in a Single Day! AI Capital Momentum Boosts Confidence, Adding Further Strength to the Semiconductor Bull Market Narrative 富途牛牛
• Asian Chip Stocks Rise as Anthropic IPO Filing Rekindles AI Bets Bloomberg.com
• AI Infrastructure and Data Center Demand Take Center Stage at Goldman Sachs Communacopia - Positive Surprise Momentum https://www.dars.gov.et/
• Goldman Sachs Rides AI Infrastructure Wave as Nvidia and Intel Tap Bank for Compute Funding - EPS Consistency Score https://www.dars.gov.et/
• Goldman Sachs Lands $210 Billion in AI Financing in a Single Day, Cementing Its Wall Street Dominance BigGo Finance
• Goldman Sachs Economist Expects Hyperscaler Investment’s GDP Share Change to Peak in Q4 TOKENPOST
• AI investment growth is expected to peak this quarter – Goldman Sachs (AMZN:NASDAQ) Seeking Alpha
• Goldman Sachs Drops Stark Forecast for AI Stocks Yahoo Finance
• Goldman’s $210 Billion Day of Deals Driven by AI Financing Fever Bloomberg.com

09:004 reports

• Anthropic Unveils Paperwork for Blockbuster IPO WSJ
• Asian stocks rally as AI lifts Wall Street; Fed, big tech earnings in focus, Kospi up over 4% CNBC TV18
• Stocks in Asia Stage Comeback Baystreet.ca
• AI stocks tumble and drag down markets worldwide as oil prices climb Dayton Daily News

08:006 reports

• (LEAD) Seoul stocks open higher on Wall Street gains, renewed AI optimism Yonhap News Agency
• Anthropic IPO Push Sends KOSPI Surging 3%; SK Square Jumps 10% BigGo Finance
• Thanks to the initial public offering (IPO) push by Antropic, an artificial intelligence (AI) compan.. 매일경제
• Kospi opens higher on Wall Street gains, renewed AI optimism Korea JoongAng Daily
• Tuesday's big stock stories: What's likely to move the market in the next trading session CNBC
• S&P 500 posts back-to-back winning days as chips rally and oil prices slide: Live updates CNBC

07:004 reports

• Asian shares retreat after strong profits lead a rally on Wall Street Audacy
• Anthropic's blockbuster share listing - 5 surprising things we now know BBC
• Asian Stocks to Gain as Anthropic Files for IPO: Markets Wrap Bloomberg.com
• SpaceX's AI infrastructure plans are not yet fully priced in, analysts say CNBC

06:0010 reports

• US stocks climb and more than recover last week's losses The Northern Virginia Daily
• Stocks climb ahead of tech earnings, central bank calls AFP.com
• Shares fall in Asia after a decline on Wall Street, and oil prices fall more than 1% Temple Daily Telegram
• Meta, SpaceX, Anthropic stoke the AI funding frenzy. What it means for our stocks CNBC
• US stocks climb amid shaky trading in markets worldwide Mankato Free Press
• World shares mostly advance after a decline on Wall Street, and oil prices fall more than 1% Marietta Daily Journal
• Why falling oil prices can trigger a stock market rebound before economic conditions improve investingLive
• AI boom and simmering oil prices boost global stocks, but Brazil election knocks some back The Irish Times
• Here are Monday's biggest analyst calls: Tesla, Nvidia, SpaceX, Apple, Ross, Dollar General, Lockheed Martin & more CNBC
• Anthropic opens books on AI's explosive growth and staggering costs GMA Network

05:005 reports

• Anthropic’s 7 cofounders are splitting $200 billion almost evenly, down to the last stock option Fortune
• Big Tech's AI Spending Still Relies on Outside Funding: Alphabet Raised About $74.4 Billion in One Quarter XenoSpectrum
• What Anthropic’s S-1 Reveals About Its Plans For Scientific Research Forbes
• Lockheed Martin will surge nearly 40% after new Pentagon deal, says Morgan Stanley CNBC
• Stocks making the biggest moves after hours: Whirlpool, JetBlue, Celestica & more CNBC

04:002 reports

• Freedom: Meta’s share sale will reduce debt risks but could limit share-price growth Freedom Broker
• A Narrow Margin of Safety Citadel Securities

03:008 reports

• This discount retailer is catching up to its main rival under its new CEO, UBS says CNBC
• Stocks making the biggest moves premarket: Verizon, Tesla, Moderna & more CNBC
• TREASURIES-US long-dated yields ease as equities climb; AI results, Fed due this week marketscreener.com
• Nvidia, AMD and Broadcom weigh $5 billion investment in Meta jawlah.co
• Why investors are bullish on Anthropic — despite some big risks CNBC
• J&J's potential 'game-changer' drug — plus, what Microsoft's mass buyouts mean CNBC
• Ed Yardeni Says AI Is A Bubble. His New Indicator Says It Isn't Ready To Burst. The Wealth Advisor
• Michael Burry Backs Ken Griffin’s “Obvious” GPU Warning as Market Risk Multiplies TIKR.com

02:006 reports

• Griffin May Be Right About AI. The Timing Could Be Very Wrong. Real Investment Advice
• Citadel's Ken Griffin says investors are "almost certainly" in an AI bubble TechSpot
• The Pipeline: Blackstone on data centre pushback, EU probes KKR deal, IFM’s £10bn UK ports deal Infrastructure Investor
• Michael Burry backs Ken Griffin’s warning that GPU prices could crash Crypto Briefing
• Citadel Securities’ Shah Says AI Trade Has No ‘Margin for Error’ Bloomberg.com
• The AI sell-off is crushing stocks of companies leading the data center build-out Yahoo Finance

01:001 report

• 5 Undervalued AI Stocks According to the Media Yahoo Finance

00:007 reports

• 3 AI Stocks To Own In October 2026 Yahoo Finance
• Not All Tech Is Getting Crushed: 5 Names Holding Up Through the AI Sell-Off MarketBeat
• Down 54%, This Tech Stock Looks Like a Buy With or Without AI The Motley Fool
• AI Stocks Surge, Then Plunge: Which of 4 Sectors Is Worth Buying? 24/7 Wall St.
• Investors are doing just as well this year by shunning AI. How to invest if the tech trade keeps fizzling CNBC
• Anthropic warns of 'catastrophic risk' to humankind ahead of blockbuster share listing BBC
• Meta and SpaceX to Raise Billions More to Fund A.I. Ambitions The New York Times

23:009 reports

• Hyperbolic launches GPU marketplace to hedge AI demand risk amid CoreWeave's stock drop Pluang
• Josh Brown says Meta is near crucial levels. How he's trading the tech giant CNBC
• Kalshi wants permission to list compute markets Yahoo Finance
• Ex-Citadel quant’s Hyperbolic builds a GPU marketplace to hedge AI demand risk Crypto Briefing
• Want to Short the AI Boom? She Wants to Give You a Way to Bet on ‘Compute’ Prices WSJ
• Cracking AI trade has Wall Street looking for a hedge. An ex-Citadel quant may have the answer CNBC
• Anthropic Reveals 14-Fold Increase in Growth as It Prepares for Blockbuster I.P.O. The New York Times
• Meta's $35 Billion Stock Sale Draws Nvidia, AMD and Broadcom TradingView
• Sinking profits turn China’s $3.5 trillion rout into trap The Economic Times

22:008 reports

• Anthropic publicly files IPO prospectus, noting strong revenue growth and massive spending Yahoo Finance
• Meta: The Story Is Getting Trickier To Defend (Rating Downgrade) (NASDAQ:META) Seeking Alpha
• Wall St opens higher as Anthropic's IPO filing sharpens AI focus Reuters
• Apple stock has become an anti-AI trade. Here’s why CNBC
• AI stock falls are sore spot for China's self-reliance strategy Nikkei Asia
• Chinese stocks bounce back from bear market on suspected state support South China Morning Post
• Anthropic, PBC - S-1 (Q2) SEC.gov
• Meta Announces Launch of Offering of Depositary Shares Representing Series A Mandatory Convertible Preferred Stock and Offering of Class A Common Stock in Connection with Forward Sale Agreements Meta Investor Relations

21:0010 reports

• China Tech Stocks Slipped As Investors Waited On Central Banks Finimize
• Anthropic files for listing on US stock market with valuation of more than $1.5tn The Guardian
• Anthropic's IPO filing shows explosive growth, risks and staggering costs Reuters
• Morgan Stanley Puts a Number and a Timeline on China’s Stock Bottom Yahoo Finance
• Anthropic IPO live updates: AI lab lost $80.7 billion in first half of 2026 CNBC
• Meta Posts $64.601 Billion in Q3 Revenue as Binance Contract Tracks Shares www.tokenpost.com
• [Major Banks] Morgan Stanley: Sharp Stock Market Drop Due to Trust Tax May Be Misinterpreted; Acceleration in China’s Equity Adjustment; Still Bullish on A-Shares 富途牛牛
• China National Team ETFs Draw Most Inflows Since Trade War Rout Bloomberg.com
• Chinese shares open lower Monday chinadailyhk
• In China, the AI bubble has already burst Reuters

20:001 report

• Meta eyes record $95 billion equity raise to fund AI expansion Reuters

19:002 reports

• Meta announces $95 billion stock offering to fund AI expansion CNBC
• Buy Tesla ahead of potential SpaceX merger, says Barclays CNBC

18:00nothing heard

17:00nothing heard

16:00nothing heard

15:00nothing heard

14:001 report

• 6,493 Tesla Shareholders Press the Board to Fast-Track a SpaceX Merger TeslaNorth.com

13:004 reports

• Tesla, SpaceX, Micron and More: 5 Stocks Investors Couldn't Stop Buzzing About This Week TradingView
• Elon’s $100B AI Bet, Anthropic’s Claude Duet, and the PHP Flaw Hiding in 70% of the Web | EP #305 BigGo Finance
• Elon Musk moves to merge SpaceX and Tesla in $3.6tr deal The News Pakistan
• Tesla’s AI ambitions take flight as rivals race to keep up Financial Times

12:00nothing heard

11:001 report

• Stocks trade cautiously in Asia, Brent off six-month top Reuters

10:001 report

• Nvidia CEO Jensen Huang Reaffirms His $4 Trillion Projection for AI Spending. Here's Why That Makes Nvidia a Screaming Buy Now. The Motley Fool

09:001 report

• AI Emerging as Broader China Macro-Credit Theme Fitch Ratings

08:001 report

• Stocks close higher as excitement over Anthropic IPO filing propels tech sector: Live updates CNBC

07:00nothing heard

06:00nothing heard

05:00nothing heard

04:00nothing heard

03:00nothing heard

02:00nothing heard

01:00nothing heard

00:005 reports

• Nvidia Forward P/E 17x [2026]: Cheap or a Value Trap? shattered.io
• Nvidia vs. TSMC: Which Business Depends Less on Picking the Winning AI Chip? Insider Monkey
• $4,000 in These 4 Non-Nvidia Chip Stocks Could Be Worth This Much by 2030 The Motley Fool
• Nvidia Stock by 2030: Can the AI Chip Leader Defend Its CUDA Moat Against Hyperscaler Rivals? - Revenue Miss Report https://www.dars.gov.et/
• Taiwan Semiconductor Is Set to Cash in on AI. Here's What a $5,000 Investment Could Be Worth by 2030. The Motley Fool

23:001 report

• Here's What $10,000 Invested Equally in Nvidia, AMD, and Broadcom Could Be Worth by 2030 The Motley Fool

22:00nothing heard

21:00nothing heard

20:00nothing heard

19:001 report

• 3 AI Stocks That Can Beat the Nasdaq Composite in 2027 The Motley Fool

18:00nothing heard

17:00nothing heard

16:00nothing heard

15:005 reports

• SpaceX Just Shared Great News for Artificial Intelligence (AI) Investors. Here Are 2 Stocks That Could Benefit Yahoo Finance
• SpaceX Says It’s on Pace to Bring 200,000 Nvidia Chips Online a Month. Here’s Why Jensen Huang Calls GPU-Backed Loans “the Big Idea” TIKR.com
• Nvidia Gains 2% as Musk Flags 200,000 GB300 Chips a Month — and Berlin Takes the Stage ad-hoc-news.de
• SpaceX Just Shared Great News for Artificial Intelligence (AI) Investors. Here Are 2 Stocks That Could Benefit The Motley Fool
• Nvidia Stock Jumps After Hours on Elon Musk’s SpaceX Chip Plan - NVIDIA (NASDAQ:NVDA) Benzinga

14:00nothing heard

13:00nothing heard

12:001 report

• Constellation, Vistra, and GE Vernova Ranked From Worst to First for the AI Power Boom The Motley Fool

11:001 report

• VIDEO: AI stocks are in a bubble, says Citi's Dirk Willer ABC News & Headlines – Australian Broadcasting Corporation

10:006 reports

• Alphabet Has Lost About $860 Billion Since Its Peak, Nearly a Whole Walmart. Apple Has Avoided the AI Race and Is Near All-Time Highs. 24/7 Wall St.
• Apple outperforms Alphabet for retirement inves... Pluang
• Better Buffett Stock: Alphabet vs. Apple The Motley Fool
• Apple and Alphabet are sending Wall Street different signals TheStreet
• 2 Warren Buffett Artificial Intelligence (AI) Stocks I'd Buy Right Now and Never Sell Yahoo Finance
• Keep buying despite bubble since mid last year, Dirk Willer says Traders Union

09:003 reports

• Is the AI Bubble About to Burst? Plus, Apple Bets on Doorbells. The Motley Fool
• Flying Tesla sports car, “digital mold”: the main from the world of technology Realnoe vremya
• Elon Musk Just Gave Fantastic News for Nvidia Investors The Motley Fool

08:00nothing heard

07:004 reports

• Alan Mamedi: The True Story of Truecaller – From a Simple Idea to a Global Success Founder Magazine -
• Truecaller | Communication & Security | App for Caller Identification, Spam Detection & Call Blocking Analytics Insight
• Flying Cars, Smart Homes, and Cracks in the AI Boom The Motley Fool
• Elon Musk Just Gave Fantastic News for Nvidia Investors Yahoo Finance

06:00nothing heard

05:00nothing heard

04:00nothing heard

03:001 report

• The AI graveyard: a running list of projects and startups that didn’t make it TechCrunch

22:001 report

• Will the Fed Ease AI and Oil Anxiety? Pension Pulse blog

21:002 reports

• Spain and the Gulf Should Ask Who Pays for AI Infrastructure Before Celebrating Its Scale Atalayar
• Gulf Nation AI Ambitions Face Risks at Home and Abroad: New Economy Bloomberg

20:004 reports

• U.S.-Iran tensions and AI funding concerns drive global market volatility KuCoin
• Trading Day: Maximum PAIn U.S. News - Money
• Treasury yields, tech stocks, and consumer sentiment all took a slide this week Marketplace.org
• AI panic and market volatility: Are the stock market's big gains unsustainable? NPR

19:00nothing heard

18:003 reports

• Anthropic's first-half loss balloons to more than $80 billion https://www.irishsun.com/
• Anthropic IPO stands alone as AI market jitters sideline others ET Enterprise AI
• Anthropic's Big Revenues, Big Expenses, And Big Risks Finimize

17:00nothing heard

16:001 report

• Anthropic's revenue jumps to $16.3B in H1 2026, up from $1.1B last year Pluang

15:008 reports

• Anthropic IPO: What should investors consider when valuing the AI company? Aswath Damodaran explains The Economic Times
• Anthropic's $2T IPO Faces Uncertainty Amid AI Sector Sell-Off KuCoin
• Anthropic’s Pitch to Investors Starts With Taking Their Jobs Bloomberg.com
• Will Anthropic pull off a November IPO? Time is running out to file key paperwork. MarketWatch
• What some of Anthropic’s backers are worth before its IPO Yahoo Finance
• Anthropic's Revenue Surged to $16.3 Billion in the First Half of 2026, Up From $1.1 Billion a Year Ago The Motley Fool
• Dow Jones falls 1.2% amid concerns over AI spending — The Rio Times UA.NEWS
• US Equity Markets End Lower as Oil, Treasury Yields Gain Amid Middle East Tensions Yahoo! Finance Canada

14:00nothing heard

13:001 report

• What Oil Near $117 and a Dow Slide Mean for Gas, Mortgages and Prices Around Prague

12:00nothing heard

11:00nothing heard

10:00nothing heard

09:00nothing heard

08:00nothing heard

07:00nothing heard

06:00nothing heard

05:004 reports

• The Correction Is Healthy, The Next Move Is Yours (NYSEARCA:SPY) Seeking Alpha
• AI stocks stabilize after Nasdaq suffers biggest drop in four months Latest news from Azerbaijan
• James Thorne Says AI 'Restraint' Gives Boom 'More Time to Run' - Invesco QQQ Trust, Series 1 (NASDAQ:QQQ) Benzinga
• Stock Markets: A Perfect Storm or a Healthy Correction? marketscreener.com

04:004 reports

• $75M to $7B: Anthropic's IPO – Silicon Valley’s Most Explosive Capital Wealth Creation Myth in History 36Kr
• Anthropic’s Elevator Problem: Persuading Investors to Share Its AI Dream The Information
• Anthropic Is Racing to Price Its IPO Before the Thanksgiving Dealmaking Freeze The Motley Fool
• After previous day's slump, trading is quieter among AI shares Reuters

03:001 report

• If Economists Are Correct About the Future of AI, Here Are 2 Global ETFs to Buy -- and 2 to Avoid The Motley Fool

02:006 reports

• Nvidia invests in AI video startup Higgsfield- Bloomberg Yahoo Finance
• Higgsfield Secures Funding from NVIDIA and TCV for Global Infrastructure Expansion KuCoin
• Higgsfield Secures New Investment From TCV and NVIDIA, Surpasses $1 Billion in Annualized Revenue citybiz
• Higgsfield Inc. announced that it has received funding from a group of investors marketscreener.com
• Nvidia’s Huang Reveals Investment in AI Video Unicorn Higgsfield Bloomberg.com
• AI Giant Nvidia Invests in Entertainment Startup Higgsfield Variety

23:004 reports

• 4 things from GTC Berlin: Sovereignty, sparks, and spending SDxCentral
• Jensen Huang Says the Next Wave of AI Is Physical. Forget Nvidia and Tesla, I’d Bet on These 2 Mid-Cap Stocks Instead. Barchart.com
• On the ground at Nvidia's AI showpiece: Jensen-mania, robot ducks and neocloud distress CNBC
• Dow tumbles more than 600 points as oil prices rise and market sell-off hits most sectors CNBC

22:00nothing heard

21:00nothing heard

20:00nothing heard

19:00nothing heard

18:00nothing heard

17:00nothing heard

16:00nothing heard

15:00nothing heard

14:00nothing heard

13:00nothing heard

12:00nothing heard

11:00nothing heard

10:00nothing heard

09:00nothing heard

08:00nothing heard

07:00nothing heard

06:001 report

• Jane Street and Rivals Are Now Fighting for AI Power as Well as Pace Bloomberg.com

05:00nothing heard

04:00nothing heard

03:005 reports

• Warp Sciences launches drug development AI startup with $215 million funding Traders Union
• Warp Sciences Emerges From Stealth With $215M for AI-Powered Chemistry Labs Unite.AI
• Former OpenAI science lead launches Warp Science to automate wet labs with robots Yahoo Finance
• Warp Sciences Emerges From Stealth With $215 Million to Build U.S. Chemistry Services for Drug Research Business Wire
• Ex-OpenAI Science Head Launches Startup With $215 Million Bloomberg.com

02:00nothing heard

01:002 reports

• Nvidia’s Jensen Huang Says AI Agents Have Sent Token, GPU Demand ‘Through the Roof’: Gene Munster Sees 15 Benzinga
• Jensen Huang Says Demand for Neoclouds Is ‘Off the Charts.’ Here’s What to Know. WSJ

23:001 report

• Anthropic's Financial Situation May Explain Why Dario Amodei Looks So Terrified All the Time Futurism

22:001 report

• ‘Fear is in the air’: The AI bubble just hit a wall of worry AFR

21:009 reports

• Jensen Huang says neocloud demand is 'off the charts' as CoreWeave stock continues to slide Business Insider
• Nvidia's Jensen Huang says demand for neoclouds is 'off the charts' CNBC
• Developing nations explore new growth avenues through AI productivity gains https://greenpost.com.pk/
• Early signs of AI-driven productivity growth in the information sector? Federal Reserve Economic Data | FRED | St. Louis Fed
• Nvidia Is Becoming More Than a Chipmaker. Can it Sustain Its Exceptional Margins? Yahoo Finance
• How Investors Are Reacting To NVIDIA (NVDA) AI Partnership Wave Yahoo Finance
• Nvidia’s CEO Says “All of This Is Going to Pass” After Tech Lost $1 Trillion in a Day 24/7 Wall St.
• Nvidia’s Huang Urged Nscale to Move Faster After Early Setbacks Bloomberg.com
• Nvidia CEO Jensen Huang says neocloud demand is 'off the charts' but capital is scarce CNBC

20:00nothing heard

19:001 report

• Nvidia Has 80% of Its Portfolio Invested in 2 Artificial Intelligence (AI) Stocks The Motley Fool

18:00nothing heard

17:00nothing heard

16:00nothing heard

15:001 report

• China’s Stocks Enter Bear Market as Selling Spreads Across Asia BeInCrypto

14:001 report

• Stocks rise on AI-led earnings, France's 10-year bond yield hits 5% The Lufkin Daily News

13:00nothing heard

12:001 report

• China Stocks Set for Bear Market as AI Trade, Policy Hopes Fade Bloomberg.com

11:00nothing heard

10:00nothing heard

09:00nothing heard

08:00nothing heard

07:008 reports

• Meta spent $9.89 billion on child safety lawsuit settlement — The Verge UA.NEWS
• Meta Platforms (META) Tops Q3 Earnings and Revenue Estimates Yahoo Finance
• Meta says it would’ve made over $22 billion if it didn’t have to pay a child safety settlement The Verge
• BMO Has Strong Message For Meta Stock Investors Yahoo Finance
• Meta Is Getting Creative to Fund Its Massive AI Investments WSJ
• Exclusive / Meta plans nonvoting shares, eyeing more stock sales to fund its AI dreams Semafor
• Meta Boosts Bet on AI With Spending Outlook Bloomberg.com
• World stocks eke out modest gains thanks to earnings cheer Malaya Business Insight

06:005 reports

• Artificial Intelligence and Mobilising Private Capital for the Recovery of Developing Economies Sudan Horizon
• AI has reached its prove-it moment Traders Union
• Japan, South Korea tech stocks lift Asian markets 朝日新聞
• South Korea’s KOSPI Rises 3% to 5,721.34 as Two Stocks Advance www.tokenpost.com
• Stocks rise on AI-led earnings, France's 10-year bond yield hits 5% Euronext Markets: Real-time Stock Market Data | live

05:001 report

• BlackRock adds robotics ETF to growing ranks of AI-themed products Reuters

04:003 reports

• ETF Prime: Zeno Mercer on AI ETFs & the AI Bubble Debate ETF Database
• Lux Capital doubles investment in Flappy Airplanes as firm expands in AI, Grace Isford notes Traders Union
• AI Research Startup Flapping Airplanes Valued at $6 Billion in Round Bloomberg.com

03:001 report

• Old Mutual tech chief calls for new approach to AI investment Business Day

02:00nothing heard

01:001 report

• Siemens Adds Self-Verification for Long-Running EDA Agents www.embedded.com

00:007 reports

• After A Year Of Layoffs, Disney Finds $180 Million For Recruits From Bankrupt Character.AI Cartoon Brew
• Disney agrees to hire the majority of Character AI’s workforce TechCrunch
• Disney Asked Character.AI to Go Bankrupt for a Get-Out-of-Lawsuits Card WIRED
• Global economy set for AI-driven surge, FT survey suggests Financial Times
• AI Productivity Gains: What Investors Should Watch Securities.io
• AI reshapes global economy, bringing both opportunities and challenges CGTN
• New FT Poll Shows: The Future of AI Could Be Good News for International Stocks The Motley Fool

23:0015 reports

• From Chatbots to Chapter 11: Tracing Responsibility for Safety The National Law Review
• Disney’s $20 Million Character.AI Bid Leaves Chatbot Lawsuits With the Bankrupt Startup MLQ.ai
• Character.ai Bankruptcy Exposes the High Cost of AI Companionship PYMNTS.com
• Disney Offers $180 Million Soft Landing to Staff at Bankrupt AI Firm Bloomberg.com
• An AI chatbot files for bankruptcy. Is it a bad omen for the industry? NPR
• Your AI is reducing the work. So where did the money go American Bankers Association (ABA)
• Is it time to rethink how L&D measures AI success? Training Journal
• The secret to productivity is hiding in plain sight Dynamic Business
• The AI productivity paradox: Why AI is everywhere except in the productivity numbers Fast Company
• The Deployment Failure Holding Back Your AI Investments Harvard Business Review
• Nebius launches public GPU spot pricing, expands Europe AI program StreetInsider
• Nebius brings compute pricing into the open as Europe’s AI builders scale on its cloud Yahoo Finance
• From repo to company: NVIDIA and Nebius expand the AI Builder Program in Europe Nebius
• Nebius Announces Public Live Spot Pricing For GPU Compute And Expands The Nebius AI Builder Program Across Europe marketscreener.com
• Investors are questioning neoclouds' business model but Nebius says AI computing prices are rising CNBC

22:00nothing heard

21:00nothing heard

20:00nothing heard

19:001 report

• Edge AI Software Market Size, Share, Trends, and Global Forecast to 2032 | Generative AI Moves to the Device, Sending Edge AI Software Toward $120 Billion Yahoo Finance

18:005 reports

• How Edge AI Can Strengthen Federal Missions, Security GovCIO Media & Research
• Why More AI Workloads Are Moving From the Cloud to Your Devices HackerNoon
• The future of AI is at the edge CIO
• Edge AI Brings Faster Decision-Making to Federal Missions GovCIO Media & Research
• Edge AI Software Market Size, Share, Trends, and Global Forecast to 2032 | Generative AI Moves to the Device, Sending Edge AI Software Toward $120 Billion Yahoo Finance UK

17:002 reports

• Thinking Machines Lab Hits a US$100m Run Rate on Tinker AI Magazine
• AI expertise isn’t the same as AI oversight. Boards need both Yahoo Finance

16:00nothing heard

15:001 report

• Exclusive | Anthropic S-1 Shows Red-Hot Growth, Risks and Massive Computing Costs WSJ

14:00nothing heard

13:00nothing heard

12:00nothing heard

11:001 report

• Musk says SpaceX-Tesla merger is 'a good idea' as companies form deal committees Reuters

10:00nothing heard

09:00nothing heard

08:001 report

• Ken Griffin Says AI ‘Almost Certainly’ in a Bubble Right Now Bloomberg.com

07:004 reports

• Anthropic recorded net loss of over $80 billion in first half of this year, WSJ reports TradingView
• Anthropic Stock: How To Buy Pre-IPO Shares In The Private Market – And The IPO Hedge Fund Alpha
• Anthropic’s cloud partnerships are getting messy TechCrunch
• Investors temper Anthropic IPO valuation expectations over revenue growth slowdown, sources say Reuters

06:002 reports

• Nvidia-Backed Pigment Raises $250 Million to Take on Microsoft Bloomberg.com
• AI puts corporate boards on notice Daily Journal

05:005 reports

• Anthropic losses widen sharply ahead of potential IPO, WSJ reports Traders Union
• WSJ: Anthropic records over $80 billion in net losses — Channel NewsAsia UA.NEWS
• Anthropic plans $600B spend on computing amid $81B loss in 2026 Crypto Briefing
• Anthropic logged net loss of over $80 billion in first half of 2026, WSJ reports Reuters
• Anthropic May Spend $750 Billion on Computing Costs, Report Says Bloomberg.com

04:001 report

• Brokers Gear Up for Compute Futures Ahead of Regulatory Approval Bloomberg.com

03:00nothing heard

02:00nothing heard

01:00nothing heard

00:004 reports

• Citrini Research is backing life sciences stocks after using Claude to design proteins Quartz
• Claude Unshackled: AI Designs Experimental Antivenom Hunterbrook
• Citrini Therapeutics Citrini Research | Substack
• Citrini Bets on Life Sciences Stocks After Claude AI Drug Study Bloomberg.com

23:002 reports

• Global AI Buildout Is Getting Bumpier — and More Scrutiny Bloomberg.com
• China Sets Up State-Owned Data Group to Drive its AI Ambitions Bloomberg.com

22:005 reports

• Bob McGrew's startup Arda raised $230 million for AI manufacturing Quartz
• Arda Emerges from Stealth to Speed Up American Manufacturing Business Wire
• How to Manage the 4 Risks Hiding Inside Every AI-Heavy Portfolio Kiplinger
• Arda raises $230 million at $1.5 billion valuation to automate US manufacturing Crypto Briefing
• AI Apocalypse? Maybe, But We Are Counting The Wrong Things! Forbes

21:001 report

• Former OpenAI exec has quietly built $1.5 billion startup, betting AI can revive U.S. manufacturing CNBC

20:002 reports

• AI Trade Rotation Favors Mag 7 Over Neoclouds, Analysts Say Ahead Of SPCX, META, NFLX Results TradingView
• Howard Marks Sees Mixed Signals as Wall Street Weighs AI Bubble Risk TOKENPOST

19:005 reports

• The AI boom is getting all the attention. We’re about to find out how the rest of the economy is holding up. MarketWatch
• Nvidia Takes Stakes in Agile Robots, Avelios, Mirelo and Reflex Aerospace www.trendingtopics.eu
• "I'll put everything into this." Bill Gross turns his life's work into an AI machine. Axios
• Nvidia to Invest in 4 German Startups in Nearly $10 Billion Europe Pledge marketscreener.com
• Nvidia CEO urges German manufacturers to adopt AI, saying digital tech won't replace heavy industry Tech Xplore

18:007 reports

• AI-Fueled Market Rally is Unsustainable, Warns Rathbones’ David Coombs Morningstar
• Meta's AI spending, Muse assistant adoption in focus for quarterly results Euronext Markets: Real-time Stock Market Data | live
• ABB Shares Slide After AI Concerns Eclipse Results WSJ
• Earnings call transcript: ABB posts record margins in Q3 2026 but misses EPS Investing.com
• AI worries weigh on ABB shares despite record orders Euronext Markets: Real-time Stock Market Data | live
• COMMENTARY: Morning Bid: Wavering waiver? Reuters
• What if an AI bubble bursts — and that accelerates AI job losses? : Planet Money NPR

17:004 reports

• Germany's Merz touts defence, AI and chip investment drive in pit Global Banking & Finance Review
• German institute warns against high expectations for investment summit Yahoo Finance
• Germany's Merz touts defence, AI and chip investment drive in pitch to investors Reuters
• Fragile nerves ahead of tech earnings FXStreet

16:003 reports

• ABB says data centre business booming, Q3 figures in line with forecasts CNA
• ABB Orders Surge Past Expectations as Data Centers Fuel 40% Jump Bloomberg.com
• Prediction: Oct. 21 Will Be a Huge Day for the Stock Market The Motley Fool

15:007 reports

• Ameriprise Financial : AI’s Math Problem Deepens Ahead of Key Hyperscaler Reports www.marketscreener.com
• Billionaires Warn of a Bubble Yet Howard Marks Is Unconvinced Bloomberg.com
• When the Macro Market Fights Back: Why Tech is Bleeding In The Past Sessions Moomoo
• AI’s 2008 Moment: Buy The Debt, Not The Dip Seeking Alpha
• View / Why the AI bubble fears are overblown Semafor
• An AI bust could come from places investors aren't watching, an economist says Business Insider
• Faisal Islam: Why China and AI are worrying global finance bosses BBC

14:00nothing heard

13:006 reports

• OpenAI Seeks 30 Billion Dollar Round Ahead of Anthropic Public Listing Retail News Asia
• Ex-Google CEO Eric Schmidt Reportedly Owns 1% of Anthropic Ahead of IPO - Alphabet (NASDAQ:GOOGL) Benzinga
• When Shocks Converge, ASEAN+3 Needs to ACT AMRO ASIA
• Middle powers urged to defend multilateral trade chinadailyhk
• Global Economy Struggles to Achieve Balance in Divided Times Global Finance Magazine
• The world’s finance chiefs see new risks — and less China angst CNBC

12:001 report

• Former Google CEO Schmidt owns 1% stake in Anthropic, Bloomberg reports TradingView

11:005 reports

• Ex-Google CEO Eric Schmidt Reportedly Owns 1% Of Anthropic TradingView
• OpenAI, Anthropic race for funding before IPOs, eye $1.4T-$1.5T valuations Crypto Briefing
• Why is OpenAI racing to raise $30 billion before Anthropic's IPO? Latest news from Azerbaijan
• OpenAI races to raise $30 bln ahead of Anthropic IPO, Reuters reports Yahoo Finance
• DexForce and Germany–Nvidia plan highlight task-based industrial automation race Global Sources

10:0010 reports

• Siemens and NVIDIA Advance AI-Driven Manufacturing With Autonomous Factory Technologies Konsulteer
• Merz: 'Germany is open for business' as summit opens in Berlin Yahoo Finance
• Nvidia's Huang Announced New Planned Investments In Germany's Agile Robots, Avelios Medical, Mirelo And Reflex Aerospace TradingView
• Jensen Huang’s ‘Digital Brains’ Rant Is… Concerning Gizmodo
• Germany Wants to Lead the World in Industrial AI: How NVIDIA Will Help NVIDIA Blog
• ‘Open your doors for AI’: German chancellor urges businesses to embrace AI as Nvidia announces new investments CNBC
• Eric Schmidt holds about 1% of Anthropic from his early bet Crypto Briefing
• Eric Schmidt Set for approximately $19.5 Billion Windfall on Early Anthropic Bet Ahead of IPO BigGo Finance
• Eric Schmidt’s 1% Anthropic stake sets up massive windfall ahead of IPO -Bloomberg Yahoo Finance
• Eric Schmidt’s Anthropic Stake Could Pay Off In An IPO Finimize

09:00nothing heard

08:002 reports

• OpenAI’s Fast Fundraise Looks Like A Preemptive Strike On Anthropic Finimize
• OpenAI valued at $1.4T as Anthropic faces IPO pressure, Freda Duan writes Traders Union

07:009 reports

• Exclusive-OpenAI seeks to accelerate fundraising ahead of Anthropic IPO, sources say Columbus Ledger-Enquirer
• OpenAI seeks to accelerate fundraising ahead of Anthropic IPO, sources say TradingView
• OpenAI accelerates $30bn fundraising before Anthropic IPO UA.NEWS
• Here's how the CoreWeave sell-off is affecting OpenAI vs. Anthropic valuations CNBC
• EXCLUSIVE: OpenAI seeks to accelerate fundraising ahead of Anthropic IPO, sources say Reuters
• Exclusive-OpenAI seeks to accelerate fundraising ahead of Anthropic IPO, sources say Euronext Markets: Real-time Stock Market Data | live
• US Stock Futures Edge Higher After Chipmaker Rally: Markets Wrap Bloomberg.com
• Eric Schmidt’s 1% Anthropic Stake Set to Pay Massive Windfall Bloomberg.com
• Former Google CEO Schmidt owns 1% stake in Anthropic, Bloomberg reports Reuters

06:004 reports

• Goldman Sachs Upgrades CoreWeave to Buy, Cuts Price Target to $106 After 25% AI Selloff BigGo Finance
• Why CoreWeave's Struggles Could Weigh Down Nvidia's Stock The Motley Fool
• Stock investors are ready to move on from the AI rout. Credit investors are not CNBC
• CoreWeave’s Bonds Turn Distressed, Drawing ‘Yikes’ From Musk Bloomberg

05:009 reports

• CoreWeave targets ‘unlimited’ insurance money to fund AI build-out Financial Times
• Tech companies need more data centers. So why are nearly half of all planned projects delayed or canceled? Roanoke Times
• S&P 500 closes at 7,709 as Nasdaq leads a tech-driven rally 24/7 Wall St.
• Tech Futures Rise As AI Stocks Rebound; What To Do Now Investor's Business Daily
• AI stocks bounce back after bruising selloff, CoreWeave gets Goldman upgrade Euronext Markets: Real-time Stock Market Data | live
• Global hedge funds hammered by AI selloff this week, Asia managers lead losses DZRH
• Tech companies need more data centers. So why are nearly half of all planned projects delayed or canceled? Waco Tribune-Herald
• Hedge Funds Are Dumping Tech Stocks at a Record Pace, Says Goldman Sachs (GS) TipRanks
• Tech-Heavy Nasdaq Leads Wall Street's Relief Rally Ahead of Key Earnings marketscreener.com

04:0016 reports

• Hedge Funds Cut Tech at Fastest Pace in a Decade, Goldman Says Bloomberg
• Daily: AI fundamentals remain robust despite market volatility UBS
• US Equity Markets Mixed Amid Gains in Technology, Consumer Discretionary Stocks Yahoo Finance
• S&P 500 Forecast: SPX rises as tech rebounds ahead of earnings FOREX.com
• Hedge funds cut tech stocks at record pace, Goldman says StreetInsider
• Jesse Cohen: Hedge funds cut tech stock exposure at fastest pace since 2016 Traders Union
• AI stocks lead a rebound on Wall Street as European markets drop following protests goSkagit
• Stock Market Today: Nasdaq 100 Rises as AI Chip Rout Reverses, SanDisk Jumps 7% TradingView
• Jordi Visser: The AI Bubble Didn’t Pop — Hedge Fund Leverage Did BigGo Finance
• Hedge funds cut tech stocks at record pace, Goldman says Investing.com
• Hedge Funds Rapidly Reduce Tech Stock Holdings Amid Market Decli GuruFocus
• Investors have reversed all global AI net buying since 2025 – Goldman Sachs Prime Book (SP500:) (SP500:) Seeking Alpha
• Neocloud Shakeout Looms, and Nvidia Has a Lot to Lose The Information
• AI Stocks Forecast: Inflation, Debt and Rising Costs www.equiti.com
• 47 Stalled Projects and a Microsoft Exit: AI’s Local Limits FourWeekMBA
• AI Cloud Stocks Sink as Gartner Warns Most Neoclouds Won't Survive Independently: IREN and CoreWeave Fall 5%, Nebius Drops 4% 24/7 Wall St.

03:0013 reports

• SpaceX Could Overtake Nvidia, Microsoft & Google in the AI Race Milk Road
• CoreWeave’s selloff is a lesson in ‘Finance 101’ — and Wall Street says the stock can recover MarketWatch
• Wall Street rebounds🚨 XTB.com
• AI Cloud Stocks Rebound as Treasury Yields Retreat, but Insiders Warn Only a Handful of Neoclouds Will Survive BigGo Finance
• Mr. Wonderful’s Test for AI Data Center Stocks: Power, Permits, and Tenants MarketBeat
• Data centers are now the largest financial bet in US history Racine County Eye
• Gartner Predicts “80% of Neoclouds” Out of Business by 2030: Here’s Who Wins Yahoo Finance
• Nebius, IREN rally as dip buyers return to AI infrastructure stocks Investing.com
• US Chip Stocks Rebound After Largest Weekly Selloff Since March 2025 Global Banking & Finance Review
• 5 Things to Know Before the Stock Market Opens on Monday Investopedia
• AP Business SummaryBrief at 1:58 p.m. EDT Voice of Alexandria
• CoreWeave: Meet The Neocloud, Same As The Old Cloud (NASDAQ:CRWV) Seeking Alpha
• Following a sharp decline in equities and bonds, Goldman Sachs and JPMorgan Chase have voiced support for CoreWeave (CRWV.US), citing strong returns from AI infrastructure projects and arguing that the emerging cloud leader has been unjustly sold off 富途牛牛

02:0019 reports

• CoreWeave faces financial strain despite $104B backlog as interest costs outpace income. Pluang
• Goldman Sachs Upgrades CoreWeave to Buy From Neutral, $106 Price Target www.marketscreener.com
• CoreWeave and the Hidden Fragility Beneath the AI Economy: Why Healthcare Should Pay Attention Distilled Post
• CoreWeave’s CEO Blames Rout on Market Acting ‘Irrationally’ Bloomberg.com
• AI stocks bounce back after bruising selloff, CoreWeave gets Goldman upgrade Reuters
• US Stock Futures Trade Higher Despite a Decline in Asian Markets Investing.com
• Wall Street Hopes for a Relief Rally marketscreener.com
• No ‘Black Monday’? Nasdaq, S&P 500, Dow Futures Spike As Big Tech Earnings Loom This Week — Retail Stays Cautious Yahoo Finance
• US futures rebound as AI earnings test looms; France pressures Europe Reuters
• Nasdaq gains as investors buy the dip in the AI trade: Live updates CNBC
• Investors are buying on Monday despite fear the AI trade nightmare scenario is far from over CNBC
• Hedge Funds Cut Tech at Fastest Pace in a Decade, Goldman Says Bloomberg.com
• The Trillion-Dollar AI Bet: What It Means for Hyperscaler Investors The Motley Fool
• Over $1 trillion in leases, 24 GW of construction sites, and +50 GW by 2027: The AI oversupply narrative is being refuted by on-the-ground data Moomoo
• AI Stocks Forecast: Inflation, Debt and Rising Costs www.equiti.com
• Data centers are now the largest financial bet in US history Stateline
• Gartner analyst behind tech rout: AI returns are not yet large enough to justify neocloud build-out CNBC
• Boards confident on cybersecurity, AI oversight, but tech changes outpace readiness Cybersecurity Dive
• Governing Data and AI: What does it mean for Boards? BusinessWorld Online