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Ghabour tells Full Signal why the bond market is flashing warnings on AI spending, and why he's building a defensive playbook for 2027.
Oct 28, 2026
SpaceX raised about $85.7 billion in June, more than half the roughly $130.7 billion that 1999's 476 US IPOs raised after inflation.
US operating-company IPOs rose to 90 in 2025 from 73 in 2024, the third straight yearly increase after a low of 38 in 2022.
Two AI deals could make the dot-com bubble peak look small.
Wilson-Elizondo tells Full Signal why the AI bubble debate misses the point, what credit markets are signaling, and where she sees opportunity in 2027.
Oct 27, 2026
Intel stock rose as much as 4% after the chipmaker agreed to buy quantum computing software maker Classiq, two days before its third-quarter results.
Anthropic's S-1 shows more than 11,900 customers paying $100,000 or more over the trailing 12 months, up from about 1,500 at the end of 2025.
Anthropic's S-1 lists about $161.2 billion of Broadcom equipment lease rent, ahead of up to $120.5 billion with SpaceXAI.
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.
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