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Anthropic's S-1 lists about $161.2 billion of Broadcom equipment lease rent, ahead of up to $120.5 billion with SpaceXAI.
Oct 27, 2026
The Claude creator's S-1 filing shows an operating business starting to turn a profit.
Lumentum stock rose as much as 9% after StoneX started coverage with a Buy rating and a $1,200 price target, citing demand for near-packaged optics.
Oct 26, 2026
Tesla stock is up nearly 6% after Barclays upgraded it to overweight, saying a combination with SpaceX should drive upside for the stock.
Is Anthropic profitable? Not on a GAAP basis, but its S-1 shows $1.6 billion of non-GAAP adjusted operating income in the first half.
Anthropic's S-1 shows the Claude maker brought in $16.3 billion of revenue in the first half of 2026, up from $1.16 billion a year earlier.
Meta and Alphabet led 6 of the 10 biggest S&P 500 stocks lower last week, while the average stock in the index rose 1.04%.
From the end of 1999 to the end of 2001, the average S&P 500 stock returned 5.6% including dividends while the S&P 500 lost 19.9%.
The equal-weight S&P 500 rose through the dot-com bust while the tech-heavy index lost about 20%.
Amazon reports Thursday with a conference call at 5 PM ET, after its stock jumped 15.3% the session after its last report.
Oct 25, 2026
Microsoft reports Wednesday after the close, and its stock has moved 7% either way on average the session after each of its last 8 reports.
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