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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.
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%.
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