Deals

Nvidia reportedly discussing credit backing for Anthropic cloud pact

Nvidia is said to be negotiating to offer financial guarantees for a $45 billion cloud agreement involving Anthropic.

Oct 29, 2026, 6:43 PM ETNVDA-0.8%

Illustration for the Business desk

The stocks in this story

NVDA-0.8%NVIDIA$213.60

Prices from Based on Thu, Oct 29 close · Opens Fri 9:30 AM ET. Each tile opens the stock's chart and news.

New to this? Read: Reading a stock chart

More Business news

HotChip Manufacturing

Nvidia funds King Yuan Texas facility with $1.1B prepayment

Nvidia agreed to pay $1.1 billion upfront to secure testing capacity at King Yuan Electronics' new Texas site. The project, which includes $79 million in real estate and $534 million in equipment, aims to begin mass production in April 2027.

7:00 PM ETNVDA-0.8%KLAC+5.5%TSM-1.8%TSLA-0.2%

HotIntel

Intel shares drop 17% on weak Q4 revenue outlook

Intel stock fell nearly 17% after hours as the company guided Q4 revenue to $15B-$16B, below the $17B estimate. Gross margins are expected to decline to 37% due to rising memory costs and a persistent PC market slowdown.

4:27 PM ETINTC-3.6%TSM-1.8%NVDA-0.8%TSLA-0.2%

HotIntel

Intel shares drop as Q4 guidance misses estimates

Intel shares fell about 10 percent after hours because Q4 revenue and profit forecasts were below expectations. The company cited weak PC demand and supply issues limiting data center output.

4:18 PM ETINTC-3.6%NVDA-0.8%AMD-2.1%TSM-1.8%

Cohere

Cohere raises capital with Nvidia and Canada support

The AI firm secured new investment from Nvidia and the Canadian government, setting its value above $20 billion.

11:47 AM ETNVDA-0.8%

HotAlphabet Earnings

Alphabet shares drop 13 percent on record AI spending

Alphabet shares fell 13 percent, wiping out about $500 billion in value, after quarterly free cash flow turned negative due to high AI costs. Revenue missed expectations, and the company plans an $85 billion equity raise.

9:44 AM ETGOOGL-12.6%MSFT-0.2%NVDA-0.8%

HotAnalyst Ratings

Analysts raise Microsoft targets, cut Alphabet and Fortinet views

Wall Street firms updated ratings after earnings, with Microsoft targets rising on Azure growth. Alphabet and Fortinet faced downgrades or target cuts due to search and product growth concerns.

9:10 AM ETMSFT-0.2%GOOGL-12.6%FTNT-20.1%NVDA-0.8%

Fast headlines, summarized. Not verified and not advice. Check the full story before you act.