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【最新内容：zerohedge @zerohedge · 2026-11-02T14:48:12.000Z】 Anthropic off-balance sheet liabilities vs Hyperscalers 【引用内容：zerohedge @zerohedge · 2026-11-02T14:47:49.000Z】 Anthropic has $895.4BN of committed spend (per latest S-1). That’s up from about $105bn at the end of 2025, and the only hyperscaler with more is GOOGL ($1,059bn). META is at $866BN.

Anthropic has $895.4BN of committed spend (per latest S-1). That’s up from about $105bn at the end of 2025, and the only hyperscaler with more is GOOGL ($1,059bn). META is at $866BN.

US S&P Manufacturing PMI October Final Report https://pmi.spglobal.com/Public/Home/PressRelease/2851b1ead435484bb938294bf3d8bcfd…

US S&P Global Manufacturing PMI Oct F: 54.9 (est 56.0; prev 56.0) https://pmi.spglobal.com/Public/Home/PressRelease/2851b1ead435484bb938294bf3d8bcfd…

Explosion in the British Embassy in Baghdad - Tasnim News

Syntec Optics (Nasdaq Optx) Secures 25% Order Increase For Advanced Space Reconnaissance. Syntec Optics Holdings, Inc OPTX : SYNTEC OPTICS OPTX SECURES 25% ORDER INCREASE FOR ADVANCED SPACE RECONNAISSANCE

US OCT FINAL MANUF PMI 54.9 (56.0 FLASH, 55.9 SEP)

🔴 US S&P MANUFACTURING PMI FINAL ACTUAL 54.9 (FORECAST 56, PREVIOUS 56.0) $MACRO

US S&P GLOBAL OCT. MANUFACTURING PMI AT 54.9 VS FLASH 56

US S&P Global final manufacturing PMI for October 54.9 vs 56.0 preliminary

Oracle Looks to Raise $20 Billion to Fund AI Ambitions. By Kelly Cloonan Oracle plans to raise $20 billion in debt and equity as it looks to finance its artificial intelligence infrastructure buildout. The software company is selling $10 billion in common stock and $10 billion in bonds, according to separate filings with the Securities and Exchange Commission on Monday. Oracle said it would use the proceeds from the sales for general corporate purposes, which it said could include capital expenditures, debt repayment, dividends and future investments or acquisitions. Oracle said last week it wouldn't raise more than $20 billion in additional funding in the capital markets through fiscal 2030, and projected that its capital expenditures would peak this fiscal year and into the next fiscal year before stepping down in fiscal 2029, when it expects to start funding its own growth. Oracle has rushed to line up financing to pay for its data center buildout and chip purchases, raising billions this year by selling stock and debt. Some investors have raised concerns over the company's debt, weighing on its shares. Write to Kelly Cloonan at kelly.cloonan@wsj.com

UK 10 YEAR GILT YIELDS ON TRACK FOR BIGGEST ONE DAY FALL SINCE MAY 20TH

Anthropic raises Google Cloud spend commitment to $121.3b $GOOGL

FG IMPERII SIGNS $325M MERGER WITH TZERO; COMBINED COMPANY COULD RECEIVE UP TO $231M TRUST CASH — FGII POSITIVE $FGII

【最新内容：zerohedge @zerohedge · 2026-11-02T14:41:09.000Z】 A failed attempted constitutional coup by the pro-EU PM certainly serves Russia 【引用内容：Radosław Sikorski @sikorskiradek · 2026-11-02T13:02:58.000Z】 Please note that we are dealing with an unprecedented scale of cooperation online between Russian accounts and propagandists, and the global far right. This is an evident alliance. Or at least collaboration. This should give all of us food for thought about who wants to stir

Elon Musk Has an AI Problem: People Are Using Grok Too Much. Elon Musk has spent years arguing that artificial intelligence will become more useful as it gets more capable. Grok Bot , from Space Exploration Technologies Corp. SPCX unit SpaceXSI , is testing the other side of that promise: the more work users ask an AI agent to do , the more expensive it can become to serve. Musk acknowledged that the cost of running the product was "unsustainably high relative to revenue," just as subscribers complained about hitting usage limits early. SpaceX’s Grok: Popularity Comes With a Bill The admission came after an X user asked Musk whether Grok Bot’s weekly allowance could be reset, saying many users had exhausted their usage much sooner than expected. Musk did not disclose the product’s costs, revenue or usage limits, or outline a pricing change. On SpaceX’s third-quarter earnings call , management said Grok Bot had reached 800,000 paid weekly users earlier in October, more than doubling over the preceding month. Launched in August, the agent can carry out multi-step tasks through its own virtual computer. SpaceX executives said business customers were using it across sales, marketing, IT and engineering. An agent may make repeated model calls, browse and take computer actions before delivering a result, requiring more computing resources than a short chatbot exchange. Musk’s comment points to a gap between subscription revenue and the cost of supporting that usage, although he did not quantify it. Figure AI’s Hark Sees an Opening The complaint became a marketing opportunity for Hark. Brett Adcock , Figure AI CEO and Hark founder, urged users struggling with Grok Bot’s limits to try Hark, saying its tiers were "incredibly generous." Hark’s pricing page offers its full feature set for free, with Pro² providing twice the usage for $20 a month and Pro³ offering 10 times the usage for $100. The company says its assistant can manage email, create scheduled tasks, order food and use its own computer. Those multipliers are measured against Hark’s free tier, however, and cannot be directly compared with Grok’s undisclosed allowances. The AI Agent Economics Test For investors, the issue extends beyond a usage-limit complaint. AI companies are encouraging customers to delegate more work to agents, but heavier use can increase inference and infrastructure costs faster than subscription revenue. Hark’s pitch highlights the customer-acquisition opportunity; Musk’s admission highlights the cost of fulfilling it. The next test for Grok is whether SpaceXSI can price agent usage to keep customers engaged while making the service economically sustainable. More capable AI agents may attract more users, but growth alone will not guarantee attractive margins.

Bitcoin bounces off Friday's key technical support but has a limit to the upside

For First Time In Years, Air Force Sends F-16s To Remote Aleutians, Near Russia

Wells Fargo maintains Alphabet at Overweight, lowers price target to $365 from $371. Wells Fargo maintained Alphabet at Overweight and lowered its price target to $365 from $371, a 1.6% decrease. The price target implies an upside of 30.4% from the Oct 30 close of $279.84. Recent analyst actions on Alphabet Date Firm Action Rating Price target Oct 30 Citigroup Maintains Buy $375 Oct 30 Wells Fargo Maintains Overweight $371 Oct 29 Bernstein Maintains Market Perform $325 Oct 29 RBC Capital Maintains Outperform $400 Oct 29 UBS Maintains Neutral $332 Across the five most recent analyst notes published on Alphabet over the past 30 days, price targets range from $325 to $400. Explore more price target data and ratings for Alphabet on the Forecasts tab , and track all previous and future analyst recommendations in the dedicated News Flow .

Anthropic: Granted Google the option to buy up to $10b in Class N stock $GOOGL

【最新内容：Evan @StockMKTNewz · 2026-11-02T14:39:36.000Z】 HERE ARE SOME OF THE KEY NUMBERS FROM ANTHROPIC'S UPDATED IPO FILING - Q3 revenue: $16.96B vs $1.38B a year ago - Nine-month revenue: $33.2B vs $2.5B a year ago - Q3 compute and infrastructure costs: $9.86B - Q3 personnel costs: $1.71B vs $489M a year ago - Customers spending $100K+ a year: more than 11,900 - Short-term investments: $36.3B - Total committed spending: about $895.4B The Q3 net loss was $23.3B, but $21.9B of that was a non-cash charge. 【引用内容：IPO Newsroom @IPONewsroom_ · 2026-11-02T14:28:41.000Z】 ANTHROPIC'S QUARTERLY REVENUE HIT $17 BILLION, UP 1,127% FROM A YEAR AGO, ITS AMENDED IPO FILING SHOWS That's up 47% from $11.56 billion in the second quarter. Anthropic swung to a $567 million operating loss from $974 million of operating income, citing $5.0 billion of costlier

Strong Buffers Support Stable Outlooks for French Covered Bonds - Fitch Ratings https://fitchratings.com/research/banks/strong-buffers-support-stable-outlooks-for-french-covered-bonds-02-11-2026…

UK 10 YEAR GILT YIELDS ON TRACK FOR BIGGEST ONE DAY FALL SINCE MAY 20TH

Fitch Ratings: Strong buffers support stable outlooks for French covered bonds.

@themarketear: [转推] zerohedge reposted Semiconductors have been crushed. Valuations are back at AI-cycle lows. Fundamentals remain resilient. The ingredients for a powerful bounce are there. But the dot-com playbook suggests the real pain may still lie ahead. [链接预览] The Semiconductor Trap

ORCL -4.3%

Anthropic Earnings Q3 3Q revenue was $16.96B vs. $1.38B year-over-year 9M revenue was $33.2B vs. $2.5B year-over-year 3Q operating expenses were $17.5B 3Q compute and infrastructure operating expenses were $9.86B 3Q operating loss was driven by $5B of short-term compute 3Q net loss was $23.3B vs. $12.1B year-over-year, including a $21.9B non-cash charge $13.8B in remaining performance obligations as of September 30th 2026 contractual obligations were $5.23B Total contractual obligations were $320B as of September 30th Aggregate committed spend was approximately $895.4B as of September 30th No borrowings drawn under amended and restated credit line 3Q customers with at least $100K in trailing 12-month revenue exceeded 11,900 3Q personnel expenses were $1.71B vs. $489M year-over-year Anthropic had $36.3B in short-term investments as of September 30th Anthropic is committed to keeping Claude free of advertising Cloud partners reportedly cannot supply all the compute Anthropic needs Anthropic reportedly plans to spend more than $600B on compute

The 🇺🇸 stock market is now officially open for the week

Mergers and acquisitions. The following bids, mergers, acquisitions and disposals were reported by 1430 GMT on Monday: ** Marvell Technology MRVL is buying optical components maker Lumentum LITE in a $115 billion all-stock deal, including debt, as the custom chipmaker takes on larger rival Broadcom AVGO in a race to cash in on the AI spending boom. ** South Africa's Aspen Pharmacare APN will sell the European commercialisation rights and related intellectual property for its women's health product Ovestin to Ennogen Healthcare International for €197 million ($220 million), it said on Monday. ** SpaceX SPCX is in talks to buy EchoStar's ECHO wireless service Boost Mobile or gain access to its network, which it leases from AT&T T.N and T-mobile TMUS , the Washington Post reported on Monday. ** Japanese trading house Mitsubishi Corp 8058 said it will sell a 49.9% interest in a holding company that owns its stake in the LNG Canada project to funds managed by Blackstone Credit & Insurance, a unit of Blackstone BX , for about $1.6 billion. ** BP BP. has completed the sale of a 65% stake of its Castrol lubricants business to US private equity firm Stonepeak and will use the $6 billion in after-tax proceeds to cut debt, it said. ** French oil major TotalEnergies TTE said it had signed agreements to buy a 30% operated interest in the Lang Lebah and B14 offshore gas fields in Malaysia. ** AVID Property Group has matched Warburg Pincus' A$2.24 billion ($1.57 billion) takeover proposal for Australia's Ingenia Communities INA , Ingenia said , pushing its shares to a near 11-month high. ** A Blackstone BX led investor group agreed to acquire a stake in LNG Canada’s liquefaction business from a subsidiary of Mitsubishi 8058.T for $3.1 billion, Bloomberg News reported , citing a statement. ** Communications holding company Public Policy Holding PPHC is buying strategic communications firm Reevemark for as much as $80 million, people familiar with the deal said. ** Willis Re has completed the acquisition of BMS Re's US operations, the reinsurance broker said on Sunday.

Canada S&P global manufacturing PMI 49.6 versus 51.5 last month

KEWAUNEE TO ACQUIRE U.S. LAB DEALER NYCOM FOR $55M — MAJOR DISTRIBUTION EXPANSION; DEAL SIZE EQUALS ~57% OF KEQU MARKET CAP — KEQU STRONGLY POSITIVE This is very significant for KEQU, especially because the company is only around $97M market cap, while the initial acquisition price is $55M $KEQU

UBS cuts Goldman Sachs' target price to $1000 from $1010. $GS

*ANTHROPIC 3Q REV. $16.96 BILLION VS. $1.38 BILLION Y/Y *ANTHROPIC 3Q TOTAL OPERATING EXPENSES $17.5B VS. $4.47B Y/Y *ANTHROPIC HAD $95.6B OF CASH AS OF SEPT.30 *ANTHROPIC HAD $36.3B OF SHORT-TERM INVESTMENTS AS OF SEPT. 30

Russia allows temporary use of foreign data center capacity.

ECB flags AI valuations, bond stress and fund losses as main risks. The European Central Bank has identified high valuations for AI stocks, stress in the bond market and potential losses at shadow banks as the main risks to financial stability at present, ECB Vice-President Boris Vujcic said on Monday. The ECB is due to publish its biannual Financial Stability Review on November 18 against a backdrop of volatile markets as expected returns on AI investments come under scrutiny and indebted borrowers such as France face pressure. The ECB has been warning about a bubble in US tech stocks for at least two years but this time cracks are beginning to appear, with the Nasdaq down nearly 8% from its all-time high after results from the likes of Alphabet GOGLB , Intel INTC and Amazon AMZN . "As the FSR has been prepared, we saw the correction in the markets in AI (stocks)," Vujcic told an event in Ireland. "Obviously, everybody's exposed to that...including Europe," he added, noting that many investment funds have positions linked to AI. As a second risk, Vujcic noted the recent, sharp rise in government bond yields, especially for indebted countries. He said the ECB would be "monitoring" the bond market but, echoing the central bank's official line and playing down speculation about any intervention, he added that the primary response should come from governments. "The answer to that, obviously...if the problem is fiscal, has to be primarily the fiscal reaction," he said. He mentioned losses at investment funds and other shadow banks — non-bank financial institutions in central bank speak — as the third main risk.

ORACLE SHARES FALL 4.9% AFTER CO ANNOUNCES PLANS TO RAISE $20 BLN THROUGH BOND AND STOCK SALES

DOW JONES UP 403.09 POINTS, OR 0.78 PERCENT, AT 52,173.40 AFTER MARKET OPEN NASDAQ UP 159.07 POINTS, OR 0.63 PERCENT, AT 25,596.07 AFTER MARKET OPEN S&P 500 UP 33.80 POINTS, OR 0.45 PERCENT, AT 7,613.87 AFTER MARKET OPEN

🔴 MOO IMBALANCE S&P 500: -41.7 MLN NASDAQ 100: -98.1 MLN DOW 30: -83.2 MLN MAG 7: -98.8 MLN $MACRO

CANADIAN MANUFACTURING PMI ACTUAL 49.6 (FORECAST -, PREVIOUS 51.5) $MACRO

Putin orders Russia's data centers to reserve 10% of capacity.

Canada S&P Global Manufacturing PMI Oct: 49.6 (prev 51.5)

Anthropic Earnings Q3 Anthropic 3Q revenue $16.96B vs. $1.38B year-over-year Anthropic 3Q operating expenses $17.5B Anthropic had $13.8B in remaining performance obligations as of September 30th Anthropic 3Q net loss $23.3B vs. $12.1B year-over-year Anthropic aggregate committed spend of approximately $895.4B as of September 30th Anthropic 9M revenue $33.2B vs. $2.5B year-over-year

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【最新内容：Evan @StockMKTNewz · 2026-11-02T14:29:48.000Z】 Anthropic $ANT just confirmed that it brought in $17 Billion of revenue in Q3 2026 up 1,127% YoY 【引用内容：IPO Newsroom @IPONewsroom_ · 2026-11-02T14:28:41.000Z】 ANTHROPIC'S QUARTERLY REVENUE HIT $17 BILLION, UP 1,127% FROM A YEAR AGO, ITS AMENDED IPO FILING SHOWS That's up 47% from $11.56 billion in the second quarter. Anthropic swung to a $567 million operating loss from $974 million of operating income, citing $5.0 billion of costlier

Anthropic 9M Earnings - Q3 Net Loss: $23.3B Vs $12.1B Y/Y - 9M Revenue: $33.2B Vs $2.5B Y/Y - Aggregate Committed Spend: ~$895.4B As Of Sept. 30

Anthropic 9M Earnings - Q3 Net Loss: $23.3B Vs $12.1B Y/Y - 9M Revenue: $33.2B Vs $2.5B Y/Y - Aggregate Committed Spend: ~$895.4B As Of Sept. 30

$ANT - ANTHROPIC REPORTS 1,127% REVENUE SURGE, $895 BILLION IN COMMITMENTS Anthropic reported Q3 2026 revenue of $17 billion, representing 1,127% year-over-year growth, according to SEC filing headlines. The AI company reported a $567 million operating loss, alongside $2.5 billion in adjusted operating income and a 15% adjusted operating margin. Anthropic also disclosed approximately $895.4 billion in aggregate purchase and lease commitments as of and subsequent to September 30.

ARAGHCHI: REOPENING OF HORMUZ IS CONDITIONAL ON IRAN'S TERMS

Nvidia, AMD, Marvell Targets Cut: Melius Pulls Back on AI Stocks as Big Tech Lines Up to Raise Cash. Melius Research reiterated its Buy rating on Nvidia Corp. NVDA while lowering its price target to $315 per share from $420, CNBC reported Monday. The new target sits 25% below the old one. Nvidia had company. Melius also reduced targets on Advanced Micro Devices Inc. AMD , Broadcom Inc. AVGO , Marvell Technology Inc. MRVL , Dell Technologies Inc. DELL , Qualcomm Inc. QCOM and CoreWeave Inc. CRWV . NVDA stock is climbing Monday. Get all the details here. A Flood of Paper The primary warning in the note concerned the sheer volume of securities headed to market. According to the firm, "at least 5 trillion-dollar plus companies … have to issue hundreds of billions in securities." Melius added, "The amount of paper is so large it has become the primary risk." Heavy issuance creates a supply problem for markets. Every new bond or share sale competes for the same pool of investor capital, which can weigh on prices across a sector. Chip suppliers would feel the effect secondhand, since their largest customers would be paying for orders with borrowed or newly raised money. Few analysts have framed the AI trade around financing quite so bluntly. Most of the debate over the past year has focused on demand, supply constraints and whether spending would translate into profits. Melius moved the spotlight to the balance sheet side of the equation. Pressure on Multiples Valuation drove the price target cuts. In its note, the firm said it was lowering targets "as multiples may remain under pressure as the buildout will feature more backstops throughout 2028." In financing terms, a backstop is a commitment from one party to cover funding or absorb losses if other sources fall short. Melius appears to expect more of the AI infrastructure buildout to lean on such arrangements over the next two years. Structures of that kind can make investors more cautious about paying premium multiples, even with revenue still rising. Three of the seven companies face an added hit. Melius trimmed PC- and smartphone-related estimates at AMD, Dell and Qualcomm, according to CNBC. Weaker consumer device demand would land on top of the valuation pressure facing the broader data center trade. The Buy rating on Nvidia stands. The lower target reflects a reset in what Melius believes investors will pay for chip earnings across the group, with the 2028 time frame suggesting the firm expects the pressure to linger.

Anthropic 9M revenue $33.2B; Q3 net loss $23.3 billion vs $12.1 billion Y/Y