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

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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

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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

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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

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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

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06:001 report

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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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19:001 report

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

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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

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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

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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

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03:001 report

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