AI, semiconductors and Big Tech: the deals, launches and rules that move tech stocks.
Illustrative · UnsplashAnthropic filed S-1 paperwork revealing $16.3 billion first-half revenue and plans for hundreds of billions in data center spending. Instagram began testing 90-minute long-form video features initially in Brazil and expanding to limited US test. Anthropic warned of existential AI risks while seven co-founders retain significant voting control.
Every edition keeps its sources and the mood it reported at the time.
Anthropic reported revenue of $16.3 billion in the first half of 2026 with over 1,300% year-over-year growth and plans to list Class A shares under ticker ANT on Nasdaq. The offer is available to approximately 27% of Microsoft's global workforce of 223,000 in the US, UK, Canada and India. SpaceX reached a binding commitment for roughly $40 billion in financing via a master lease for Nvidia GPUs and related equipment from an Apollo Global Management entity.
Nvidia agreed to provide a guarantee of up to $105 billion to help OpenAI lease a data center in Ohio developed by SB Energy. The facility will exclusively use Nvidia chips with initial capacity of 800 MW coming online in 2028. OpenAI launched ChatGPT for Teens with stronger built-in safety protections. Apple updated its App Store fees and policies across Europe to address regulatory disputes. Inherent AI claimed its system outperformed leading models from Anthropic and OpenAI in replicating scientific research.
Pew Research analyzed nearly 500,000 English-language web pages and found 35% of pages published after ChatGPT's November 2022 launch exhibited signs of AI authorship. OpenAI launched a dedicated ChatGPT experience for users under 18 that includes enhanced safeguards and educational tools like Study Mode. More than 300 companies presented over 2,000 exhibits at the World Robot Conference in Beijing demonstrating applications such as parcel sorting and household chores.
Where each beat stood in the latest edition.
HSBC Q3 pre-tax profit surges 32% to $9.6 billion
Open CryptoPositive↑CryptoRipple receives final OCC approval for national trust bank
Open PoliticsNegative↓Politics & PolicyJustice Department Charges James Comey for Third Time Over 2016 Leaks
Open ConflictsNegativeConflictsMelania Trump-brokered ceasefire takes effect in occupied Ukrainian town of Oleshky
Open DisastersNeutralDisasters & ClimateFlash floods inundate Phuket island in Thailand after heavy rain
Open HealthNeutralHealth & ScienceAfrica CDC sends Ebola experts to investigate Nigeria's first case in over a decade
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