Kalshi traders now assign a 95% probability to an Anthropic IPO before the end of 2026. The company is reportedly targeting a listing in the week of Nov. 16.

BitMine Immersion Technologies said on Oct 26 its Ethereum holdings rose above 6.05 million tokens, worth about $14.25 billion. The company added 10,452 ETH last week and staked 5.23 million ETH, valued near $12.3 billion. It also held $514 million in cash and bought back 2.04 million shares at an average price of $22.48.

Consolidated net profit for Q2FY27 rose to ₹203 crore, beating estimates of ₹139 crore. H1FY27 PAT more than doubled to ₹119 crore, with margins expanding 388 bps to 8.1%. Revenue from operations grew 33.6% YoY to ₹7,678.38 crore in Q2FY27. Net cash position improved to ₹23.1 crore, shifting from net debt of ₹310.5 crore a year ago. ~47k incremental desks committed via signed leases and LOIs, representing 32% capacity growth.

Paytm Q2 net profit rises over 10-fold to Rs 225 cr, revenue up 28 pc

Meta announced a $35 billion equity offering, issuing $22.5 billion in Class A stock and $12.5 billion in mandatory convertible preferred stock. Nvidia, AMD, and Broadcom signaled interest to buy up to $5 billion in Class A shares. Proceeds will fund AI infrastructure, with 2026 capex projected at $135 billion to $145 billion. Meta shares rose over 2 percent premarket.

Brazil's Ibovespa fell as much as 17.34% on Monday after Lula won the presidential runoff with 51.79% of the vote. The real weakened nearly 12% against the US dollar, and B3 triggered a 30 minute circuit breaker. The Treasury canceled fixed rate and inflation linked bond auctions as rate futures surged.

Anthropic filed for IPO on October 26, planning to list on Nasdaq under ticker ANT. It reported a net loss of $80.7 billion for H1 2026, mostly non-cash accounting adjustments, while revenue rose to $16.3 billion from $1.2 billion a year earlier. Operating loss was $693 million. The offering, led by Goldman Sachs and Morgan Stanley, could value Anthropic at $1.5 trillion to $1.75 trillion.

Morgan Stanley raised its 2026 to 2028 U.S. data center net power deficit forecast to 38 GW from 33 GW. Constrained power may let GPUs gain share over ASIC chips. The bank favors NVIDIA and Broadcom, citing conservative guidance and clear shipment visibility. NVIDIA rose over 3 percent to a $5.23 trillion market cap. A build slowdown could hit storage and power chips harder.