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Anthropic has signed $895.4 billion in compute commitments.
Q3, per its amended IPO filing:
Revenue $16.96B (~12x a year ago)
Operating loss $567M, after a $974M Q2 profit
Mostly from $5B of pricey short-term compute
Growth slowed to 47% q/q from 144%.
#Anthropic #AI via CNBC
Staying in used to be the budget move. Now convenience is the product and the fees are the business model, so a quiet night at home can cost about the same as going out. Anyone actually cutting delivery to save money?
90 million 401(k) savers just moved one step closer to crypto.
A final Labor Department rule easing alternative assets — private equity, real estate, and digital assets — into retirement plans landed at the White House for OIRA review on Nov. 5. Bloomberg Law says that's usually the last checkpoint before public release.
It doesn't force plans to offer crypto. It lowers the lawsuit risk if they do.
bitcoinmagazine.com/news/dol…
#crypto #Bitcoin #401k
Either you support the Iranian regime, or you have access to the U.S. financial system.
Treasury Secretary Scott Bessent, after FinCEN ordered U.S. banks to stop processing transfers involving MEXC Global — a top-20 crypto exchange. FinCEN says the platform moved at least $16 billion in illicit flows tied to Iran, North Korea, Russia and cybercrime (May 2021–May 2026). Order hits 30 days after Federal Register publication.
home.treasury.gov/news/press…
#crypto #FinCEN
$11 billion just hit OpenAI's account.
Bloomberg, citing people familiar, says that's the first close of a new round at a $1.25 trillion valuation. The full raise could still climb toward $20 billion after an earlier $30 billion target.
techcrunch.com/2026/11/06/op…
#AI #OpenAI
There is no clean "keep Search, ditch AI" switch anymore. If AI is baked into Google Search, schools that ban the tools are deciding whether kids get the same internet everyone else uses.
Schools that block AI will lose Google Search too.
Early next year, Google will turn off AI tools for K-12 students unless schools opt in. But AI is built into Search, so schools that restrict it entirely lose student access too.
Should schools be able to keep Search without the AI?
Read more: bit.ly/4AbXqvi
ALT A person using a laptop with the Google search page open. The text on the image reads: "Schools that turn off Google's AI will lose Search, too." The image is branded with Yahoo Finance.
Strive reported $509M GAAP net income for Q3, driven by about $533.7M in unrealized bitcoin gains. It bought another 15,124 BTC from October 1–30.
globenewswire.com/news-relea…
The AI buildout got sold as a demand story. Bond desks are starting to price it as a leverage story.
Data centers run on debt. That's been a problem for bonds that could get worse. trib.al/6MAvL2X
Solana Labs launched Leap, a mobile trading app for tokenized stocks, ETFs, metals, currencies, and crypto. Built by the Dialect team. Early access on iPhone via TestFlight; Android later.
prnewswire.com/news-releases…
Your "business" is a Google Doc, a Canva pitch, and a hope that DMs convert.
Put the offer, the email capture and the checkout in one free stack. Systeme.io free plan: 3 funnels, 2,000 contacts, unlimited emails, 1 course. No card. Never expires.
systeme.io/?sa=sa02840227953… #ad
Bank of Russia approved Bitcoin, Ether, and USDT for non-qualified retail investors, effective Nov 17, with a 300,000-ruble annual purchase limit per intermediary. Exchanges can admit those assets to public trading.
cbr.ru/press/event/?id=32964
Capacity deals were supposed to prove AI demand is endless. Microsoft winding one down with Oracle is the first real crack in that story this week.
"The demand for AI is real. I don't think anyone's arguing with that, or if they are, I think it's a losing argument."
— OpenAI CFO Sarah Friar, to CNBC today
Voters just backed restrictions or rejected pro-data-center measures in 40 of 41 local ballots across 10 states.
She's still raising capital. Still investing. Still looking at a 2027 IPO.
#AI #DataCenters #OpenAI
Via CNBC: cnbc.com/2026/11/06/open-ai-…
$1.5 trillion was the plan.
Major investors in Anthropic's IPO now say that number likely has to come down — one says closer to $1 trillion — after this week's AI selloff, per people familiar with the matter (WSJ).
Week before Thanksgiving. Up to $100B raise. $146.6B cash on hand. Delay is also on the table.
#Anthropic #IPO #Markets
Via WSJ: investing.com/news/stock-mar…
"GPT-6 Cyber is a world-class model for cyberdefense."
— Brian Grinstead, Distinguished Engineer, Firefox
Even after years of hardening (including with prior frontier models), it found 81 previously unknown high-severity Firefox bugs. Mozilla has already shipped fixes for many.
OpenAI rated it Critical — up from High on GPT-5.6 Cyber — and is limiting it to select Daybreak Red customers for authorized defensive work.
#AI #Cybersecurity
openai.com/index/introducing…
Around 100 protesters broke into Microsoft's planned Amsterdam data center site this morning.
Some climbed a crane and hung anti-AI banners. The project: three 85-meter towers with Microsoft as sole tenant — cleared as a 2016 plan after Amsterdam banned new data centers through 2030.
Same week U.S. voters rejected data-center buildouts. Last month Microsoft abandoned the UK's largest planned site over power delays.
#AI #DataCenters #Microsoft
Via The Verge: theverge.com/news/1028549/pr…
ING is reportedly auctioning $500M of data-center loans — including a $25M slice of OpenAI/SoftBank/Oracle's Stargate site in New Mexico.
A dozen loans. Bids of at least $10M due Nov 19. ING declined to comment.
#AI #DataCenters #Markets
Via Bloomberg: cnbc.com/2026/11/06/ing-ai-d…
Overnight damage report, then the bounce attempt:
Thursday: Nasdaq -5.5% into correction, ~$3T off the S&P
Asia: Nikkei -6%, Kospi hit a circuit breaker
Crypto: BTC tagged ~$75.2K (~$1.3B liquidated in 24h)
Jobs just printed: +165K vs ~65K expected, jobless rate 4.1%
Nasdaq futures +1.4% into the open.
Reuters, CNBC/BLS, CoinDesk #markets #Bitcoin
Japan's Nikkei just closed down 5.96%.
Worst day since the Liberation Day tariff panic. First close under 60,000 since May. More than 20% below its June peak.
Korea's Kospi briefly fell over 8% and tripped a circuit breaker.
The AI/data-center scare didn't stay in New York.
Via The Japan Times: japantimes.co.jp/business/20…
#markets #AI #stocks
466 basis points.
SoftBank's 5-year credit default swaps just hit a 4-year high — Markit puts implied default odds near 31%. Shares closed -11% Friday.
Asia's OpenAI/Arm proxy is pricing the AI buildout scare first.
#SoftBank #AI #Markets
Via Reuters: streetinsider.com/Reuters/So…
