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@amitisinvesting
breaking down tech, business, & stocks $PLTR
AI
Anthropic updated S-1 filing with Q3 2026 financials showing ~$17B revenue.
Technology
Yahoo Finance reports an advertising sales miss as Alphabet's rising capital spending deepened its negative free cash flow.
Technology
NVIDIA says Meta intends to expand Vera Rubin deployments as the companies target better Muse training and inference.
Technology
CNBC reports the offerings cover common and convertible preferred stock as Meta ramps up spending on data centers.
AI
Bloomberg reports the figure is $150 billion below the $1.4 trillion valuation previously discussed; negotiations remain ongoing.
World & Business
A market recap says Meta fell 7% despite beating revenue expectations, while the Philadelphia Semiconductor Index dropped 6.7%.
World & Business
CNBC puts revenue above LSEG's $12.72 billion estimate and reports $4.4 billion in net income.
World & Business
Before Elice's South Korean trading debut, its retail offering was oversubscribed more than 400 times, Bloomberg reported.
Technology
Coin Bureau says the fund could receive up to 2% more shares per 50% valuation increase, subject to board approval.
World & Business
A market post says CoreWeave's 2032 bonds fell below 80 cents on the dollar, yielding over 15%.
Technology
AI infrastructure firms CoreWeave (down 14.9%) and Nebius (down 9.7%) dropped sharply, a market post reported.
Technology
The Financial Times reports Anthropic told investors it was profitable on an adjusted basis for a second straight quarter.
World & Business
FT reports OpenAI told investors annualized revenue was approaching $50 billion in September, versus a widely reported $70 billion.
World & Business
The S&P 500 finished at a record 7,818.93. Supplied market recaps said Nvidia and AMD helped carry the move, even as a breadth snapshot in the source packet suggested many stocks still lagged the headline gain.
AI
The Information says Microsoft cut projected Claude spending while Meta’s Claude Code users reportedly halved.
World & Business
The Nasdaq Composite finished at a record 27,477.31 on Monday, Oct. 5, 2026. Reuters linked the move to investor focus on earnings despite rising Treasury yields, while Yahoo Finance said Nvidia helped lead the advance.
YouTubeWorld & Business
One commentator sees supply commitments stretching into 2031 as a shift; another questions how predictable Micron’s future earnings are.
World & Business
A stock-market recap says the platform pairs OpenShell, which sandboxes AI agents, with Sentry, which runs on BlueField-4 hardware to monitor their behavior independently.
Technology
Meta says the platform will initially bring Muse, Meta Business Agent, Muse API and Muse Code to businesses and developers. MongoDB says former CEO Dev Ittycheria has taken over as interim CEO while it searches for a permanent replacement.
World & Business
A market recap shared September 24, 2026, says the 10-year yield touched 5.11%, its highest since 2007, after the composite PMI came in at 57 versus expectations of 53.
