ActiveInvestorMag.com: AI Financing

OpenAI’s quarterly revenue rises nearly 50% to $10 billion, but its operating loss also tops $10 billion

Wed, 11 Nov 2026 22:12:00 GMT

Enterprise sales drove the gain as OpenAI narrowed the gap with Anthropic, whose IPO is drawing investor attention.

OpenAI’s third-quarter revenue rose nearly 50% to $10 billion. The company shared the figures with investors on a call on Tuesday. Quarterly revenue crossed $10 billion for the first time, according to the reports.

Its operating loss also topped $10 billion, and losses increased to $10.9 billion. The operating loss widened.

President Greg Brockman, Chief Financial Officer Sarah Friar and Thibault Sottiaux, a product leader, spoke on the call. Brockman called the quarter an incredible revenue turning point and pointed to major customers such as JPMorgan Chase.

The figures cover the third quarter and were disclosed to investors rather than in a public filing.

Why it matters to investors, and what to watch: on the site.

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Anthropic’s bankers prepare to raise its IPO valuation to $1.5 trillion or more

Wed, 11 Nov 2026 15:14:00 GMT

The move would lift the valuation above the range implied by Tuesday’s filing, as disclosures show founder share sales and large gains for Amazon, Google and Nvidia.

Anthropic’s bankers are preparing to increase the valuation in its initial public offering to $1.5 trillion or more. Tuesday’s filing implied a valuation range of $1.26 trillion to $1.41 trillion, calculated on a fully diluted basis that also accounts for employee stock options. The bankers are weighing the increase after that filing.

The filing came as the company announced plans to raise as much as $64.4 billion in one of the largest IPOs in history. That target had fallen short of expectations, capping a week of political upheaval, financial turmoil and scandal for the AI industry.

Why it matters to investors, and what to watch: on the site.

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Nscale weighs delaying its $35 billion listing as some CoreWeave bonds yield above 16%

Wed, 11 Nov 2026 15:14:00 GMT

Stress is spreading through the debt-funded AI computing providers known as neoclouds, as Microsoft pulls back from deals it sees as risky and banks hesitate.

Nscale, a London-based company that supplies computing power to Anthropic, Microsoft and others, is considering delaying its planned $35 billion stock market listing after a sell-off. A delay would mark the latest setback for the company, which has more than $100 billion worth of contracts with customers.

The pressure extends across the sector. Yields on some CoreWeave bonds are trading above 16%, and the leading neoclouds CoreWeave and Nebius have both lost about half their value, feeding a “doom cycle” narrative in which credit risk overshadows growth. Microsoft is pulling back from data centre deals with neocloud providers such as Nebius, IREN and Nscale that it sees as risky, and shares of Nebius and IREN fell. The moves follow earlier signs that banks and investors were growing wary of AI debt.

Why it matters to investors, and what to watch: on the site.

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Anthropic sets a $70 to $78 share range for an IPO valuing it at about $1.3 trillion and raising up to $64.4 billion

Tue, 10 Nov 2026 15:15:00 GMT

The AI developer is pressing ahead with its listing after a draft with larger figures was briefly circulated to banks and withdrawn, and after earlier talk of a $2 trillion valuation faded.

Anthropic will seek a valuation of around $1.33 trillion in its initial public offering, forging ahead with its stock-market debut. The company behind the Claude chatbot will offer its shares at between $70 and $78 each.

The offering is set to raise as much as $64.4 billion, according to the latest draft prospectus.

Accounts of the valuation differ depending on the measure used. Several put it at about $1.3 trillion, while others describe a fully diluted valuation of about $1.4 trillion.

The final terms followed a misstep. Details of the IPO, including plans to raise nearly $70 billion, were briefly circulated to banks before being withdrawn.

Why it matters to investors, and what to watch: on the site.

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Anthropic takes over a $3.4 billion order for 1.7GW of Caterpillar gas generators to power its data centers

Mon, 09 Nov 2026 22:18:00 GMT

The AI developer stepped into an existing equipment order rather than buying an energy company, with Alphabet providing a guarantee.

Anthropic has struck a $3.4 billion deal to generate gas-fired power for its data centers.

The agreement secures 1.7GW of gas-fired generators, along with the work to install them. Anthropic is taking over an order for Caterpillar generator sets that had been placed by OnePWR.

Alphabet, Google’s parent company, is providing a guarantee for the deal. The generators are intended to support 1.7GW of data center power. In all, Anthropic is getting 1.7 gigawatts of Caterpillar generators for the $3.4 billion it has agreed to pay.

Why it matters to investors, and what to watch: on the site.

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Nvidia shares slide about 5% before the open as Trump defends Huang and a report says Rubio oversaw a secret memo

Mon, 09 Nov 2026 15:15:00 GMT

The chipmaker’s leadership crisis reached the market and Washington on Monday, a day after Jensen Huang admitted a relationship with an alleged Chinese operative.

Nvidia shares were down around 5% in premarket trading on Monday after the company was rocked by an investigation into chief executive Jensen Huang’s relationship with an alleged Chinese spy. Stock futures and Treasurys were steady while Nvidia slid before the open. Huang apologized on Sunday, and the board opened an independent probe after he admitted to a relationship with a woman named Alice Huang, an alleged Chinese operative. The board expressed confidence in his leadership.

President Trump defended Huang on Sunday night, even as the board’s investigation got under way. Asked whether he would take Huang on an Asia trip next week, Trump told reporters: “I don’t know, but I’d certainly take him”. “I haven’t heard that he’s done anything wrong,” Trump said, adding that Huang “dealt with somebody but, you know, so does everybody else”.

Secretary of State Marco Rubio oversaw the production of a secret memo on US concerns about the relationship, a newspaper reported on Sunday. The classified memo, prepared in the spring, warned Trump administration officials about Huang’s ties to a Chinese businesswoman, according to accounts of that report. China has rejected the spying allegation as “a baseless smearing”.

Why it matters to investors, and what to watch: on the site.

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OpenAI raises $11 billion at a $1.25 trillion valuation, about $150 billion below its initial pitch

Mon, 09 Nov 2026 15:15:00 GMT

The AI market rout is lowering the price of the largest private AI developers, and Anthropic’s valuation is also under review before its planned listing.

OpenAI has taken the first $11 billion of its new funding round at a valuation of $1.25 trillion, about $150 billion below its initial pitch. The company had earlier sought more than $30 billion at a valuation of roughly $1.4 trillion. The amount closed so far covers about 37% of that original target.

The financing could reach about $20 billion in total, which would still fall short of the earlier goal. SoftBank and Abu Dhabi’s MGX took part in the round. SoftBank has discussed investing hundreds of millions of dollars in it.

OpenAI President Greg Brockman has indicated that 2027 is a more realistic target for the company to be ready for a stock market listing. OpenAI is therefore raising private money at a reduced price rather than turning to public markets in the near term.

Why it matters to investors, and what to watch: on the site.

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Nvidia’s Huang admits an affair and apologizes as the board opens an independent investigation

Sun, 08 Nov 2026 22:15:00 GMT

The chipmaker’s chief executive told staff he had been unfaithful to his wife, and independent directors will examine whether he was targeted by Chinese intelligence.

Nvidia chief executive Jensen Huang admitted to a romantic relationship with a suspected Chinese spy in a message to his company, and the board launched an independent investigation into reports that he was targeted by Chinese intelligence.

“I owe my family and all of you an apology,” Huang wrote in a draft email to employees, adding: “I was unfaithful to my wife. My actions hurt her and our children. There is no excuse for what I did.”

He said he took “full responsibility” and had fallen short of his responsibilities to Nvidia’s employees, board and shareholders. He also apologized to the company and its customers, and to his wife and their children.

Nvidia said it “is initiating an independent investigation in light of recent reporting” that Huang had been the target of foreign intelligence. The company said Huang “is committed to continuing to lead NVIDIA”. The inquiry was announced on Sunday.

The relationship was with an executive, Alice Huang, whom U.S. intelligence linked to China. In earlier coverage, a U.S. memo described the relationship as romantic.

Why it matters to investors, and what to watch: on the site.

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China blocks SoftBank’s $5.4 billion takeover of ABB’s robotics unit

Thu, 05 Nov 2026 15:16:00 GMT

Beijing’s veto of the deal, the second major foreign transaction it has stopped this year, sets back Masayoshi Son’s push into physical AI.

China’s state planner has told SoftBank it will not allow the $5.4 billion acquisition of the robotics segment of engineering group ABB to go ahead, ABB said on Thursday. China blocked the acquisition on foreign investment grounds, with the country’s investment security review prohibiting the deal.

SoftBank announced the deal in October 2025 as part of founder Masayoshi Son’s push into artificial intelligence. SoftBank agreed at the time to pay $5.375 billion for ABB’s robotics division.

The Swiss engineering group announced the decision on Thursday, confirming that China had barred SoftBank’s purchase of ABB Robotics in China. The block covers a business that SoftBank had agreed to buy for $5.375 billion.

Why it matters to investors, and what to watch: on the site.

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OpenAI’s Brockman says the company will be ready to go public in 2027 as enterprise sales become the majority

Thu, 05 Nov 2026 15:16:00 GMT

The OpenAI president said annualized revenue grew 70% in the third quarter after a rough first half, driven by a takeoff in coding.

OpenAI President Greg Brockman said on Wednesday that the company now generates the majority of its revenue from enterprise sales. He said the company will be ready to go public in 2027.

Brockman said OpenAI had a rough first half of the year but experienced a revenue inflection in the third quarter. He said the company’s annualized revenue grew 70% in the third quarter. The turn followed a takeoff in coding.

Brockman made the comments at the Wall Street Journal’s technology conference, where he discussed what it takes to build and fund next-generation AI. He said businesses now bring in most of OpenAI’s revenue, and that the company earns most of its revenue from enterprise customers.

Why it matters to investors, and what to watch: on the site.

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Anthropic’s updated filing shows $895.4 billion in compute commitments as the company swings back to an operating loss

Tue, 03 Nov 2026 21:14:00 GMT

The revised S-1 sets the scale of the AI developer’s cloud and data center obligations against its planned listing, which may include an Australian retail offer.

Anthropic’s updated S-1 filing reveals $895.4 billion in cloud and data center commitments. The company has committed to spending $895 billion on AI infrastructure. The figure covers its purchase commitments and lease agreements.

The same filing shows the developer of AI models slipping back into an operating loss. The $895 billion compute bill now looms over the company’s initial public offering.

The revised filing pairs those purchase commitments of $895.4 billion with third-quarter revenue of $17 billion, the figure first reported in the earlier amended prospectus.

Why it matters to investors, and what to watch: on the site.

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Oracle, Meta and Alphabet tap bond markets for tens of billions as AI spending jumps

Tue, 03 Nov 2026 21:14:00 GMT

Oracle priced a $20 billion stock and bond sale and Meta is seeking up to $25 billion, as the ECB’s Lagarde links hyperscaler debt to rising sovereign yields.

Meta is seeking to raise up to $25 billion in a debt sale as its AI spending jumps. The offering includes Meta’s first-ever euro borrowing, for up to $15 billion. Alphabet closed its second euro deal of the year, launching a eurobond that tests AI debt markets.

Oracle is raising $20 billion in bonds and stock for its AI buildout. It headed a field of 17 issuers tapping the US investment-grade bond market. Oracle shares dropped to a four-month low after the company revealed the $20 billion debt and equity plan, and co-founder Larry Ellison’s net worth fell $11 billion.

Across the sector, the big four hyperscalers are raising more than $131 billion in debt and equity for the AI buildout.

Why it matters to investors, and what to watch: on the site.

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Apple posts a record $114.5 billion quarter in Ternus’s first report, but shares fall on margin guidance and iPhone Duo supply

Tue, 03 Nov 2026 14:18:00 GMT

Tariff refunds and a lower tax rate flattered earnings, while memory-chip costs and supply limits on the $2,000 foldable weigh on the holiday-quarter outlook.

Apple reported record September-quarter revenue of $114.5 billion, up 12% from $102 billion a year earlier. It was the first earnings call for chief executive John Ternus. Revenue growth came on sustained demand for its smartphones.

iPhone revenue was $57.6 billion, growing 17% despite supply constraints and foreign-exchange headwinds, according to the earnings call; one analysis put iPhone growth at 18%. Services revenue was $31.6 billion. iPhone and Mac drove nearly 90% of revenue growth.

Reports differ on how the quarter compared with forecasts. Some describe revenue as stronger than expected and beating estimates, while another says revenue missed estimates and earnings per share beat them.

Why it matters to investors, and what to watch: on the site.

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Anthropic reports nearly $17 billion in third-quarter revenue in an amended IPO filing and seeks up to $3.5 billion from Japanese investors

Mon, 02 Nov 2026 15:20:00 GMT

The updated prospectus adds third-quarter financials as the company prepares one of the largest listings in the AI sector.

Anthropic reported third-quarter revenue of nearly $17 billion in an amended prospectus for its initial public offering. The company released the amended filing on Monday with its third-quarter financials included.

Separately, Anthropic is seeking to raise up to $3.5 billion from Japanese investors as part of the IPO. It plans a $3.5 billion share sale to investors in Japan as the US listing approaches.

The filing did not disclose the overall size of the proposed offering or set a definitive valuation.

Why it matters to investors, and what to watch: on the site.

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OpenAI signs four Abu Dhabi agreements with ADNOC, G42 and the government as Altman meets the crown prince

Mon, 02 Nov 2026 15:20:00 GMT

The deals span energy, government services and investment, and were signed while OpenAI is raising money.

OpenAI signed four agreements in Abu Dhabi on Monday covering energy, government and investment, as chief executive Sam Altman met the emirate’s crown prince.

Altman travelled to Abu Dhabi for talks with Crown Prince Sheikh Khaled bin Mohamed Al Nahyan. Abu Dhabi’s state oil company ADNOC and the technology group G42 signed a deal with OpenAI during the visit. G42’s unit Inception42 also signed an agreement.

The package runs from government permits to investments involving the state fund Mubadala. One of the agreements is a government initiative with the UAE’s Department of Government Enablement. Taken together, the contracts are meant to deploy OpenAI’s AI products across government, the oil sector and sovereign wealth management.

Why it matters to investors, and what to watch: on the site.

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OpenAI cuts its fundraising target to about $20 billion from $30 billion, and its valuation goal to $1.25 trillion, as AI stocks slump

Sat, 31 Oct 2026 14:15:00 GMT

The reported reduction of $10 billion in the raise and $150 billion in the valuation follows weeks of selling in AI-related shares.

OpenAI has cut the target for its fundraising by $10 billion as the AI trade slumps, according to a report.

The company is now seeking to raise about $20 billion at a $1.25 trillion valuation, down from an earlier target of $30 billion at a $1.4 trillion valuation.

The company slashed both its target capital raise and its valuation amid the steep AI-related stock selloff of the past few weeks. One account described the change as a $150 billion trim to its valuation target after a drop in the Nasdaq 100.

Last week the company was reported to be seeking capital at a $1.25 trillion valuation during the final stages of negotiations.

The revised terms keep the valuation at the level the company was reported to be seeking last week, while the amount to be raised is smaller.

Why it matters to investors, and what to watch: on the site.

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Anthropic’s IPO filing flags political and uninsurable risks, as it emerges as SpaceX’s $3 billion-a-month ‘Customer B’

Thu, 29 Oct 2026 21:18:00 GMT

The S-1 points to an 85% gross margin and a $40 trillion market opportunity, while warning that the company’s safety advocacy could make it a target.

Anthropic filed its IPO paperwork, known as an S-1, on 26 October, giving the world a detailed look at the company. The filing cautions investors that its outspoken advocacy for artificial intelligence safety could make the company a target. It also addresses the risk that there may not be sufficient insurance coverage in the world for some of the dangers it describes.

Anthropic is also SpaceX’s largest customer, under a contract worth $3 billion a month that had been identified only as ‘Customer B’. For much of SpaceX’s history, its contracts with NASA and the Department of Defense were its most lucrative.

The number of shares on offer will be disclosed in a later filing. Investors are expecting a fair valuation of $US1.4 trillion or more.

Why it matters to investors, and what to watch: on the site.

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Alphabet falls 7% after hours on a profit miss as Google and Microsoft hold off raising capex forecasts

Thu, 29 Oct 2026 14:34:00 GMT

Microsoft reported strong cloud earnings and lower capex, while Alphabet lifted its third-quarter AI spending past $50 billion.

Alphabet’s stock fell 7% in after-hours trading on Wednesday after the company missed profit projections. The company also increased its AI spending past $50 billion in the third quarter. World shares and US futures were mixed after the Google parent’s earnings disappointed. The revenue miss at Alphabet spooked markets on Thursday.

Microsoft’s results went the other way, in what was called a tale of two hyperscalers. Microsoft’s profits soared days after it announced thousands of layoffs, and this week it said it would offer buyouts to 60,000 workers as it looks to curb costs. The company reported strong cloud earnings and lower capex, and reported Azure revenue for the first time. It also extended the useful life of its facilities, saying its data centers can last for 25 years.

Why it matters to investors, and what to watch: on the site.

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Oracle jumps 12% on a forecast of 35% average growth through 2030 and a plan to turn cash-flow positive

Wed, 28 Oct 2026 21:23:00 GMT

The company told investors its AI bet will pay off sooner than expected and that it will limit new fundraising, easing concerns about debt-fuelled data-center spending.

Oracle shares rose 12% after the company forecast average growth of 35% a year through 2030. Its long-term revenue forecast and greater clarity on financing eased concerns about its debt, and the company said it would limit additional fundraising over that stretch.

Oracle set out a plan to turn cash-flow positive. The pledge is meant to reassure investors worried that Larry Ellison’s company will need ever-larger sums of outside money to fund its aggressive AI build-out. The company told investors its AI bet will pay off sooner than expected.

Ellison gave the keynote at the company’s Oracle AI World event on Oct. 27.

Why it matters to investors, and what to watch: on the site.

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Oracle widens its AI chip line-up with Nvidia’s Vera Rubin, Google TPUs and Cerebras, and embeds OpenAI tools

Tue, 27 Oct 2026 21:16:00 GMT

Oracle expanded its Nvidia supply deal without disclosing its value and said it will be the first hyperscaler to offer Google’s TPU outside Google.

Oracle expanded its chip supply deal with Nvidia and added offerings from Google and Cerebras. The Nvidia agreement covers Nvidia’s newest generation of “Vera Rubin” AI servers. The companies did not disclose the value of the deal.

Nvidia’s Vera Rubin systems and Vera CPUs are now generally available on Oracle, with other AI hardware deployments due to follow. Oracle will also offer Google’s TPU AI chip through its cloud infrastructure, OCI, and will be the first hyperscaler to offer the TPU outside Google.

Separately, Oracle is embedding OpenAI’s ChatGPT and Codex in its business applications. The moves expand Oracle’s cloud infrastructure partnerships to include Google, OpenAI and Cerebras.

Why it matters to investors, and what to watch: on the site.

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Nvidia commits $3 billion to Meta’s equity raise as Meta lifts its common stock sale to $25 billion

Tue, 27 Oct 2026 14:50:00 GMT

The chipmaker is investing in another of its own customers, deepening an AI partnership built around Meta’s Muse agents.

Nvidia said it will invest $3 billion in Meta’s equity offering as part of a wider partnership on Muse, Meta’s AI agents. Meta separately said it had upsized an offering of common stock to $25 billion from $22.5 billion.

The two companies said they will expand their collaboration on Muse and the Muse family of models. The agreement centres on Meta’s Muse AI agents, and Meta plans to deploy more Nvidia hardware. The deal deepens the AI partnership between the two technology companies.

The investment follows Meta’s plan, laid out on Monday, to raise up to $95 billion, with an initial raise of $35 billion.

Why it matters to investors, and what to watch: on the site.

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Meta plans a record $95 billion share sale, mostly nonvoting stock, to pay for its AI build-out

Mon, 26 Oct 2026 21:16:00 GMT

About $60 billion of the equity raise will come from the new class of nonvoting shares Meta created last week, and chipmakers are already lining up to take part.

Meta has announced a plan to raise $95 billion in equity to fund its artificial intelligence expansion. It would be a record equity raise, and the sale is intended to bankroll the company’s AI expansion.

About $60 billion will come in the form of new, nonvoting shares that the company created last week. Meta laid out a plan to raise the capital through stock offerings that could begin as soon as early next year.

The arrangement is tied to Mark Zuckerberg’s control of the company. Meta agreed to grant Zuckerberg Class C shares as part of the arrangement.

Why it matters to investors, and what to watch: on the site.

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Anthropic files publicly for a Nasdaq listing, disclosing an $80.7 billion net loss and over 90 pages of risk factors

Mon, 26 Oct 2026 14:18:00 GMT

The AI developer’s S-1 sets out heavy losses, $750 billion in computing commitments and a running fight with the Pentagon, alongside rapid growth.

Anthropic filed papers on Monday to sell shares to the public for the first time. The company submitted its S-1 prospectus to the Securities and Exchange Commission and plans to list on Nasdaq under the ticker ANT. The filing points to a valuation of more than $1.5tn.

The company would be the first true artificial intelligence company to go public, as technology firms continue to invest heavily in AI. Revenue figures had already circulated before the filing; the prospectus shows $16.3 billion in revenue and an $80.7 billion net loss.

Why it matters to investors, and what to watch: on the site.

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SoftBank’s Masayoshi Son picks Malaysian sites for $50 billion of AI investment, Anwar says

Sun, 25 Oct 2026 21:15:00 GMT

Malaysia’s prime minister says the SoftBank founder plans a $50 billion outlay on AI and data centres, a pledge that lands as SoftBank leans on bond markets to fund its OpenAI stake.

Masayoshi Son of SoftBank Group has chosen locations in Malaysia for $50 billion in technology investments, according to the country’s prime minister, Anwar Ibrahim.

Anwar said Son plans to invest US$50 billion (RM204.3 billion) in Malaysia’s artificial intelligence, emerging technology and related sectors. He described the plan as an AI and data centre investment and named Sarawak and Kuching as target locations.

The announcement ties into Malaysia’s ambition to become an ‘AI nation’ by 2030. Son, SoftBank’s chairman and chief executive, chose the sites for AI infrastructure, according to the prime minister’s account.

The figures come from the Malaysian government; the reports available do not include a statement from SoftBank setting out the terms or timing of the investment.

Why it matters to investors, and what to watch: on the site.

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OpenAI nears a raise of up to $30 billion at a $1.25 trillion valuation after cutting its target

Fri, 23 Oct 2026 14:17:00 GMT

OpenAI lowered its asking price after some investors resisted a $1.4 trillion valuation, and UAE investors are leading the round.

OpenAI is close to finalising a funding round of up to $30 billion at a $1.25 trillion pre-money valuation, according to people familiar with the matter. The round is being led by UAE investors. The company is closing in on the new round at that valuation.

The price is lower than the one OpenAI first pitched. The company cut its valuation target for the round after facing resistance from some investors to a $1.4 trillion price tag. Even after the cut, the $1.25 trillion target is still about a 50% jump from where the company’s valuation sits now, according to one commentary on the move.

OpenAI is working on the new raise of about $30 billion ahead of a planned initial public offering.

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Nvidia’s Huang pitches $10 billion for European AI and says neoclouds are starved of capital

Thu, 22 Oct 2026 14:18:00 GMT

At Nvidia’s GTC conference in Berlin, Jensen Huang said demand for neocloud operators is “off the charts” but that scarce capital is holding them back, and urged lenders to treat Nvidia chips as a financeable asset.

Nvidia chief executive Jensen Huang used the company’s GTC conference in Berlin to push for a bigger role in Europe’s AI future. In interviews on Thursday he explained the company’s $10 billion investment in European start-ups. His keynote on Wednesday morning was interrupted by protesters.

Huang said demand for neocloud firms is “off the charts”, but that scarce capital is holding back their growth. “Demand is really high, they just need working capital,” he said, calling neoclouds a “good investment”.

He said Nvidia is trying to get lenders to treat its chips as a “financeable asset”. Huang also said he told UK-based neocloud Nscale to “work around the clock” to overcome early setbacks.

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SpaceX’s beat-and-raise quarter revives the AI trade and lifts the Nasdaq

Thu, 22 Oct 2026 14:18:00 GMT

SpaceX’s third-quarter results and Elon Musk’s dismissal of overcapacity worries sent tech stocks higher, with small caps posting their best day since August.

SpaceX beat earnings estimates and raised its outlook in third-quarter results released after the market close on Tuesday. The beat and raise reinvigorated Wall Street’s enthusiasm for artificial intelligence, with the Nasdaq leading the major indices in a rally with broad participation. Tech stocks rose after the results.

SpaceX shares surged 8% on the quarterly report. Nasdaq futures led gains before the open as results from SpaceX and Super Micro rekindled the AI trade. The S&P 500 edged higher as the two companies sparked an AI rebound.

The company’s AI spending has reached $16.4 billion, forcing investors into another bet on Elon Musk. On the earnings call, Musk called talk of AI overcapacity “ridiculous”. He said the AI and rocket company is “hounded relentlessly by every hyperscaler” seeking to rent its compute.

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Meta plans a non-voting share class to fund AI spending as it reports third-quarter results

Wed, 21 Oct 2026 21:18:00 GMT

The new stock would let Meta raise money for its artificial intelligence buildout without diluting Mark Zuckerberg’s control.

Meta said it will issue a new class of shares as it tightened its forecast for AI spending, a structure designed to preserve Mark Zuckerberg’s voting control.

The company plans to offer stock that would not dilute Zuckerberg’s controlling stake, and it is eyeing further stock sales to pay for its AI ambitions.

The plan came alongside Meta’s third-quarter results. “Our investments are paying off,” Zuckerberg said in the earnings release, which also addressed the company’s AI initiatives and the computing capacity it has in place and scheduled to come online.

Meta had moved the report to 21 October, a full week earlier than expected. The share plan and the tightened spending forecast were announced together, tying the question of how much Meta will spend on AI to the question of how it will pay for it.

Why it matters to investors, and what to watch: on the site.

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OpenAI races to raise $30 billion at a $1.4 trillion valuation before Anthropic lists

Tue, 20 Oct 2026 14:18:00 GMT

Reuters reports that OpenAI is hurrying investor commitments ahead of its rival’s flotation, at a time when market jitters have pushed other AI listings back.

OpenAI is racing to secure investor commitments before rival Anthropic’s initial public offering, Reuters reported on Monday, citing sources. The round is for $30 billion, The Next Web reported, at a valuation of $1.4 trillion, according to Gizmodo and Calcalist. OpenAI and SoftBank declined to comment on the report. Gizmodo framed the effort as OpenAI looking to hurry and get valued at $1.4 trillion before the Anthropic IPO, and The Next Web described a race to close the round before the listing.

AI Magazine has put OpenAI’s valuation at US$852bn, alongside its billion users and the Stargate project, so the new round would mark a large step up.

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Musk promises a SpaceX share to every American child after Anthropic pledges 5% of its stock

Mon, 19 Oct 2026 14:22:00 GMT

Two of the largest private AI companies are moving equity towards the public before their listings, by very different routes.

Elon Musk said on Monday that he would give one of his SpaceX shares to every “kid” in America next year. “Next year, I will give one of my SpaceX shares to every kid in America. This will be the first of many,” he wrote on X just before 4 a.m. Eastern time. He did not specify whether “kid” meant all minors under 18 or some other status, did not elaborate on what “first of many” meant, and did not answer accounts asking whether he meant all children present in the United States or only citizens.

Estimates of the size differ. Axios put it at roughly $11 billion at current stock prices, nearly double Michael Dell’s record-breaking gift to Trump accounts. Business Insider valued the 2027 giveaway at roughly $10.5 billion at current market prices. Forbes and Newsweek reported the pledge in the same terms, with no mechanism yet described.

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Anthropic offers Blackstone more than 10% to finance chips as AI borrowing costs climb

Sat, 17 Oct 2026 14:21:00 GMT

The Financial Times reports a double-digit yield on Anthropic’s latest chip financing, at the same time as investors mark down bonds across the AI complex.

Anthropic is offering Blackstone a yield of more than 10% in its latest chip-financing deal, Reuters reported, citing the Financial Times. The FT set the pricing against the ICE BofA BB US High Yield Index and reported that the debt could become tradeable in the institutional 144A bond market.

The pricing arrives with the rest of the AI credit complex under pressure. The New York Times reported that investors have sold off bonds for other AI giants as well, including Larry Ellison’s Oracle, though those price declines are not as steep. Semafor reported that Oracle’s $160 billion of debt is rated just above junk status and that insuring Microsoft’s AAA-rated debt costs 25% more than it did three months ago. Reuters reported that CoreWeave’s debt stress is testing private credit’s AI financing boom, with James Martin, senior US credit strategist at SMBC, saying investors were favouring high-yield data-centre financings for projects closer to completion.

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SoftBank weighs an $18 billion deal for the largest US security firm

Fri, 16 Oct 2026 21:25:00 GMT

The Japanese group is considering buying Allied Universal as Masayoshi Son looks for places to deploy AI-powered robots, and as its own borrowing costs rise.

SoftBank is weighing an $18 billion acquisition of Allied Universal, Reuters reported on Friday, citing Bloomberg News. Bloomberg reported that the group is said to be considering buying the largest US security firm, and placed the move alongside Son’s exploration of ways to deploy AI-powered robots across industries. UA.NEWS reported the same $18 billion figure and the same rationale, saying Son is exploring the use of AI-powered robots.

Reuters said the potential acquisition would complement Son’s increasing focus on artificial intelligence, and pointed to the group’s investment in OpenAI. None of the reports in this set describes a signed agreement; each frames the deal as under consideration.

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Apple and Meta put Meta’s open-weight Muse model on high-end Macs

Thu, 15 Oct 2026 21:25:00 GMT

Two companies that have fought for years over privacy and devices are co-operating to run a powerful open model on personal computers.

Apple and Meta are joining forces to bring one of America’s most powerful open-weight AI models to Apple’s high-end Macs, Axios reported. The Financial Times described the arrangement as a model tailored for Mac computers, and CNBC reported that the two companies are working to make Meta’s Muse model run on Macs.

Axios called the collaboration a striking détente between two longtime Silicon Valley rivals whose leaders have spent years trading barbs over privacy and the future of computing. The companies still compete over devices and the next generation of computing, Axios reported, but both see an opportunity in bringing powerful AI capabilities to personal computers. “We’re excited for mommy and daddy to be playing nice again,” Meta’s AI chief Alexandr Wang told Axios. CNBC noted that Tim Cook and Mark Zuckerberg have clashed for years.

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Nvidia’s Jensen Huang rules out a CoreWeave rescue as the data-centre firm’s credit swaps hit a record

Thu, 15 Oct 2026 21:25:00 GMT

Huang said his company does not need to step in, while the cost of insuring CoreWeave’s debt reached its highest level yet.

Jensen Huang, Nvidia’s chief executive, said CoreWeave does not need a backstop from his company, Barron’s reported. Bloomberg reported Huang saying the data-centre operator, which Nvidia supplies with computers, was improving and that no backstop was needed. Speaking to Bloomberg in Stockholm, Huang said CoreWeave’s cost of capital was decreasing and that Nvidia did not need to backstop the company, according to an account of those remarks.

He was answering a market that had already put a price on the risk. CoreWeave’s credit default swaps hit a record, and the Financial Times reported that its five-year credit default swaps have risen in tandem with the spread of its debt over government bonds, while the broader high-yield market has not moved the same way. CoreWeave shares were down 3.3% at $63.59 in Thursday trading, Barron’s reported, adding to an earlier fall.

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Anthropic shows pre-IPO investors a $16.8 billion quarter as the AI trade sells off

Thu, 15 Oct 2026 14:29:00 GMT

The AI lab told prospective investors its third-quarter revenue reached $16.8 billion and that it turned cash flow positive, on a day the broad US equity market fell on fears about the AI trade.

Anthropic told prospective investors on Wednesday that its revenue in the third quarter reached $16.8 billion. That is up from $11.5 billion in the second quarter, a rise of nearly 50% on the April-to-June period, and the company said it was cash flow positive over the quarter. Anthropic also said third-quarter revenue grew more than threefold compared with the first three months of the year.

The figures were presented at an investor meeting as the company prepares a stock market debut. Newsquawk noted that the numbers were sourced to a press report rather than to the company itself. Reuters, reporting from the meeting, summarised the session as covering “thinking” caps, surging revenue and no human extinction. The BBC reported that Anthropic flagged the revenue surge to investors ahead of the debut.

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BlackRock’s managed assets reach a record as fee income climbs

Wed, 14 Oct 2026 14:31:00 GMT

The asset manager reported a profit jump, record assets under management and quarterly inflows that beat forecasts.

BlackRock’s profit jumped as resilient markets lifted fee income, Reuters and CNBC reported. Quartz said third-quarter earnings beat expectations on the profit jump and on record assets. Moneycontrol reported that the firm attracted $205 billion in the quarter as assets hit a record $15.5 trillion, and that adjusted earnings per share rose 38% from a year earlier to $15.93, above the $14.15 expected.

Dealroom’s news feed reported inflows of $205.5 billion and assets under management of $15.49 trillion, and said the shares rose 4%. The Business Post also put total assets at $15.5 trillion. Yahoo Finance reported the stock jumping as earnings and investor inflows beat expectations.

Quartz, Reuters and CNBC all lead on the same two drivers, resilient markets and the fee income they generate.

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Nvidia plans $2 billion of European AI deals and takes a stake in Doctolib

Tue, 13 Oct 2026 21:28:00 GMT

Jensen Huang said the next tranche of European investments will be announced within a week, as Nvidia backed four French companies.

Nvidia is planning to announce $2 billion of European investments in the next week, chief executive Jensen Huang said at an event in Europe. The Next Web put the same figure on the coming announcements, noting that the company had earlier committed $30 billion to OpenAI in a single February cheque.

Some of the money is already placed. Nvidia said it will take a minority stake in the French medical website Doctolib, which lets patients book appointments with doctors and has begun to allow other services. In total the chipmaker is backing four French technology companies, including Doctolib, and Huang met President Emmanuel Macron in Paris to discuss AI investment, open source and safety.

The announcements came around Nvidia’s European appearances, with Huang also at the company’s GTC event in Berlin showing off hardware including DGX Spark.

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Nvidia’s share of China’s data-centre AI chip market falls to 34% as Huawei closes the gap

Tue, 13 Oct 2026 14:32:00 GMT

A new report puts Nvidia’s first-half share at about a third of a market it once almost entirely owned.

Nvidia’s share of China’s market for data-centre AI chips fell to 34% in the first half of 2026 as US export controls limited what it could sell and local rivals filled the gap, according to a report summarised by Reuters. One account of the same report put Huawei’s share at 28% and said Nvidia shipped 678,000 AI accelerators to China from January to June.

Before export controls, Nvidia’s share of China’s AI chip market was above 90%, the same source said. Reuters noted that Nvidia’s chief executive, Jensen Huang, has repeatedly criticised Washington’s export curbs, saying the policy forced a US company to cede China’s market.

The figures come from a report summarised across several outlets rather than from Nvidia or from Chinese regulators, and the accounts agree on the headline share: 34% for Nvidia in the first half of the year.

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Meta says its new Muse Wonder model reaches the AI frontier and Zuckerberg rules out slowing down

Mon, 12 Oct 2026 21:29:00 GMT

The company put its latest models alongside those of Anthropic and OpenAI and committed to further heavy spending.

Meta released its Muse Wonder AI models to challenge Anthropic and OpenAI, Reuters reported. Bloomberg said the model, known as Muse Wonder, is the company’s most capable to date and that Meta says it reaches the AI frontier after an aggressive push. The Wall Street Journal said Meta describes the new model as state of the art and will use it to make its Muse agent smarter.

The Financial Times said Mark Zuckerberg says Meta has caught up with rivals at the “frontier” of AI, is committing to further vast spending to challenge Anthropic and OpenAI, and rejects calls for a slowdown. France 24 and The Straits Times said Meta claims its new models are on par with those from OpenAI and Anthropic. Wired said Muse Wonder puts Meta back at the AI frontier. GV Wire said Zuckerberg revamped the company’s AI division last year after setbacks and has since made progress.

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Nvidia is in talks to buy an open-model start-up and to back an inference chip rival

Sat, 10 Oct 2026 21:31:00 GMT

The chipmaker is negotiating to acquire Reflection AI and is reported to be planning an investment in d-Matrix, moving it closer to the businesses its customers run.

Nvidia is in talks to acquire the US open model start-up Reflection AI, according to the Financial Times. Coverage of that report says Nvidia could also make an additional equity investment, and notes that chief executive Jensen Huang has in the past called for an open-weight ecosystem for AI. The reports do not agree on how settled the deal is: two describe talks, while one headline states that Nvidia is to buy the company.

Separately, Nvidia is reported to be planning an investment in the inference chip start-up d-Matrix. That report follows earlier reports that d-Matrix was seeking to raise additional funds at a target valuation of 5 billion dollars.

The company’s core business is still the one everything else rests on. One survey of how companies obtain Nvidia processors describes the chips as reaching hyperscalers, so-called neoclouds and on-premises data centres alike.

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OpenAI’s revenue disclosure pulls Oracle, Nvidia and CoreWeave lower

Fri, 09 Oct 2026 14:37:00 GMT

A clarified annualised revenue figure from OpenAI sent the stocks that supply its computing power down, with Oracle the sharpest faller.

Nvidia, Oracle, CoreWeave and other AI-linked stocks sank after a report on OpenAI’s revenue. The figure at issue was an annualised revenue level of $50 billion, which the company clarified.

OpenAI was described as trying to reassure investors with an annualised revenue target. Its figures are treated as the key read on underlying demand for cutting-edge AI models, which is why a single disclosure moved the whole complex. A markets wrap framed the session as technology stocks falling with OpenAI sinking the US chipmakers.

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SoftBank’s Son seeks up to $100 billion from Gulf investors for a new AI push

Fri, 09 Oct 2026 14:37:00 GMT

Masayoshi Son is looking to Gulf investors for as much as $100 billion to finance the next round of SoftBank’s artificial intelligence bets, according to a Financial Times report that other outlets carried.

Masayoshi Son is seeking to raise up to $100 billion from Gulf investors as the SoftBank founder hunts for fresh financial firepower to scale up his artificial intelligence bet, the Financial Times reported.

Bloomberg carried the figure, attributing it to the Financial Times. A second account said Son was looking to raise up to $100 billion from Gulf investors for a new wave of AI investment, also citing the newspaper. A third said the SoftBank Group founder was seeking as much as $100 billion from Gulf investors to finance the effort. A fourth described the money as funding a new wave of AI investments. The wording is consistent across all of them: Son is seeking or looking to raise the sum, not reporting it raised.

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Microsoft and Nvidia put RTX Spark silicon into a new class of Windows laptop

Wed, 07 Oct 2026 21:29:00 GMT

The two companies launched a high-end Windows machine built to run demanding AI workloads on the device rather than in the cloud.

Microsoft unveiled a new class of Nvidia-powered Windows laptops on Wednesday, its latest effort to tie the operating system more closely to the AI boom. The machine is powered by Nvidia’s RTX Spark chip and starts at $2,599. Microsoft’s chief executive Satya Nadella, Nvidia’s chief executive Jensen Huang and the former White House AI official Sriram Krishnan appeared at the launch in San Francisco.

Outlets differed on the product name. Axios reported the launch of Microsoft Surface Ultra, while Barron’s described the event as the Surface Laptop Ultra launch. Barron’s reported that the two companies detailed the laptop and its on-device AI features. Nvidia said in its own account that Huang and Nadella outlined how the two companies are co-engineering hardware, and tied the launch to AI agents running on Windows PCs.

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SpaceX seeks 40 billion dollars of debt for Nvidia chips as its credit risk gauge hits a record

Wed, 07 Oct 2026 21:29:00 GMT

A measure of credit risk at Elon Musk’s company rose to a record high and its bonds fell after the borrowing plan was reported.

SpaceX is seeking about $40 billion of financing to buy Nvidia chips, according to reports citing sources. The company is in talks with the asset manager PIMCO over the financing, one source told Reuters. Musk has praised Nvidia’s chief executive Jensen Huang and said his company will use Nvidia’s hardware exclusively.

Credit markets reacted the same day. A measure of credit risk at SpaceX rose to a record high while its bonds dropped after the plans to raise the money became public. SpaceX shares fell 2 percent, and Musk’s own paper wealth fell by $21 billion over the course of Wednesday morning.

The reported purpose is narrow. The financing is earmarked for buying chips, which ties the borrowing directly to hardware procurement rather than to general corporate purposes.

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Nvidia closes on a $6 trillion value as the S&P 500 sets a record

Tue, 06 Oct 2026 21:24:00 GMT

The chipmaker returned to a record high as US equity benchmarks hit fresh all-time highs and Treasury yields fell back.

Nvidia stock rose to new highs as its market capitalisation closed in on $6 trillion. The S&P 500 hit a record high as the chipmaker neared the milestone. The S&P 500 and the Nasdaq both hit fresh all-time highs as Treasury yields fell.

The move was broad rather than confined to one name. Microsoft, Amazon, SpaceX, Broadcom and Tesla shares all traded in the green alongside Nvidia.

Behind the rally is a guidance figure. The company said it expects sales of between $105.8 billion and $110.1 billion. Chief executive Jensen Huang said the result reflects the company’s confidence in the long-term opportunity ahead, and management said revenue growth accelerated for the fourth consecutive quarter.

Nvidia itself was back at a record as it headed for the $6 trillion mark.

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Paramount closes its Warner Bros. Discovery takeover to create Skydance

Tue, 06 Oct 2026 21:24:00 GMT

The combined company brings three film studios, two streaming services and two news networks under David Ellison’s control after a yearlong fight.

Paramount Skydance closed its deal to acquire Warner Bros. Discovery on Tuesday, ending a dramatic, yearlong process that rattled Hollywood, Wall Street and Washington. The Guardian put the value of the acquisition at $111bn, while Axios, the Washington Post and 24/7 Wall St. all described it as a $110 billion transaction.

The combined entity, rebranded Skydance, will house three major movie studios in Paramount Pictures, Warner Bros. Pictures and Skydance, two global streamers in Paramount+ and HBO Max, and two major news networks in CNN and CBS. It also marries Paramount’s Viacom cable channels into a single cable business. David Ellison and former Mattel chief executive Ynon Kreiz are to oversee the film operations.

Skydance said the transaction included $47 billion of new equity investment. The Ellison family is Skydance’s largest shareholder, backed by the billions of Larry Ellison, David Ellison’s father and the co-founder of Oracle.

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Paramount closes its Warner Bros takeover to form Skydance

Tue, 06 Oct 2026 14:34:00 GMT

The merger of Paramount and Warner Bros Discovery has completed, handing David Ellison one of the world’s largest entertainment companies.

Paramount has completed its takeover of Warner Bros, closing a deal the BBC valued at $110bn. The combined company will be called Skydance. The Financial Times put the figure at $111bn, so the headline value is reported differently across outlets. Reuters said the transaction gives David Ellison control of one of the world’s largest entertainment companies.

The close ends a long fight. Coverage described a nearly yearlong battle before completion, months of legal disputes and concern over competition, and a contest in which Ellison saw off Netflix. Ellison, the son of Oracle co-founder Larry Ellison, cemented his role as a Hollywood magnate on Tuesday.

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Anthropic’s IPO prospectus flags government hostility as a revenue risk

Sat, 03 Oct 2026 21:28:00 GMT

The filing says government actions and attitudes could hurt revenue and customer relationships, after the Pentagon labelled the company a supply-chain risk.

Anthropic’s IPO prospectus warns that government attitudes toward the company could hurt its customer relationships, The Hindu reported. Business Standard reported that the filing says government actions and attitudes could hurt revenue and customer relationships, and quoted the standard risk-factor formula that “the company may” face consequences, in an excerpt cut off before the sentence completes. Investing.com reported the warning in the same terms.

The dispute behind the disclosure is with the Pentagon. The Hindu, Investing.com and Business Standard all reported that the Defense Department designated Anthropic a supply-chain risk to national security. Crypto Briefing dated that designation to late February 2026 and attributed it to Defence Secretary Pete Hegseth, adding that in the same month President Trump ordered something its excerpt does not specify. Investing.com reported that in June the Commerce Department imposed worldwide export restrictions, and Yahoo Finance identified those June restrictions as applying to the Fable 5 and Mythos 5 models.

TokenPost reported that the company forecasts billions of dollars of 2026 revenue at risk across its business, and that the Department of War had sought unrestricted access for every lawful defence purpose. Ground News summarised the filing as warning that the Pentagon fight over AI safeguards could spread beyond defence, with the supply-chain risk label threatening billions in losses.

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Paramount and Warner Bros. will trade as Skydance after the $110 billion deal

Sat, 03 Oct 2026 21:28:00 GMT

David Ellison named the merged company and brought in a co-chief executive, while his father personally guaranteed up to $46.7 billion of the equity.

The combined Paramount and Warner Bros. Discovery will be named Skydance, chief executive David Ellison said on Friday, Yahoo Finance reported. ABAB News reported the same announcement and reported that the Ellison family controls the company through approximately 77.5% of the voting shares, funded by Larry Ellison, the co-founder of Oracle. Briefs Finance put the Warner Bros. transaction at $110 billion and reported that Ellison will install Paramount leaders to run the merged business. CNET described the result as Hollywood’s newest media colossus.

Tempo reported the equity structure: Larry Ellison, David Ellison’s father, personally guaranteed up to $46.7 billion, alongside investment from parties its excerpt does not name. CNBC reported that David Ellison has brought in Ynon Kreiz as a co-chief executive to run the new company; ABAB News also named Kreiz.

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Anthropic’s IPO filing names US government action as a business risk

Fri, 02 Oct 2026 21:24:00 GMT

The prospectus cites a February executive order and a Pentagon supply-chain designation among the risks to its commercial base.

Anthropic’s IPO prospectus warns that US government actions could hurt its business. The filing cites a February executive order barring federal agencies from using its models, and a Pentagon designation of the company as a supply-chain risk. The Next Web reported the same two items, saying the president told federal agencies to stop using Anthropic’s models in February.

Techzine reported that the Department of Defense designated the company a supply chain risk to national security, and that a federal appeals court upheld that designation. PYMNTS said the filing also sets out a Department of Commerce action imposed in June.

Newsquawk reported that Anthropic warns the US government’s attitudes towards the company and its technology could have implications for its business, citing the prospectus. CNBC reported that the company warns government attitudes may hurt ties.

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