Anthropic's planned IPO will test whether its position at the center of the booming AI business, which the company is believed to deem worthy of a potential $1.5 trillion valuation, can overcome a market environment that might typically prompt bankers and deal lawyers to counsel delay. Anthropic is expected to begin marketing its shares to prospective investors during the week of November 9, one of the people said.

Tesla's shares dipped by 2% after it reduced its capital spending forecast for 2026, now predicting $20 billion instead of the previous $25 billion. This move has raised eyebrows among investors, especially with Tesla's stock already down 14% this year. Yet, it still boasts a higher valuation than many traditional automakers. Meanwhile, potential merger talks with SpaceX hint at regulatory hurdles that might prolong uncertainty for investors.

Berkshire hits a record as chip stocks slump 15%: Investors dumped chip stocks and rushed to Berkshire Hathaway. Between October 2 and 20, the semiconductor ETF SOXX lost 15.1 per cent, while Berkshires Class B shares rose 7.4 per cent to a record close. This combination last happened in October 2001, as the dot-com bubble burst. Berkshires third-quarter results are due November 7.

Microsoft Cloud revenue rose 27% to USD 214.4 billion. Copilot paid seats surpassed 30 million.

Global crude oil freight rates are rising due to war-related risks in the Strait of Hormuz and increased ship-to-ship transfers. Goldman Sachs reports that shipping costs are significantly higher than they were a year ago. Asian refiners are particularly pressured, facing potential profit margin reductions as they may pass costs to consumers. The increased freight costs could lead to lower refined fuel output and rising global fuel prices.

Lam Research reported record revenue of $8.22 billion for the September 2026 quarter, up 54% year-on-year and 22% sequentially. Strong investment in AI infrastructure and advanced chip manufacturing helped the semiconductor equipment maker deliver its fifth consecutive quarter of record sales. (Sources: BigGo Finance, Stocktwits) ​Lam Research posts record revenue as AI demand surges

Infosys may cut its FY27 revenue guidance to 1.5%–2.5%. The company is weighing the reduction amid falling discretionary spending and pricing pressure.

Acțiunile Eternal au câștigat 2% joi, până la 316 rupii. Veniturile au crescut cu 77,6%, la 24.138 de crore de rupii. Marja EBITDA s-a extins la 3,15%.

Meta a majorat previziunea privind cheltuielile de capital pentru 2026 la 135–145 de miliarde de dolari. Compania plănuiește să emită acțiuni fără drept de vot. Veniturile din al treilea trimestru au ajuns la 64,6 miliarde de dolari, peste așteptările pieței.