The Marked Chart Wire · Business
HotDoorDash Instacart
DoorDash reportedly nears $17 billion deal to buy Instacart
DoorDash is said to be close to finalizing an acquisition of Instacart for approximately $17 billion.
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HotDoorDash Instacart
DoorDash reportedly in advanced talks to buy Instacart
DoorDash is reportedly in advanced negotiations to acquire Instacart, with the deal potentially closing as soon as this week.
Anthropic IPO
Anthropic's future infrastructure lease commitments reach $321 billion
The AI firm's upcoming computing lease obligations jumped to $321 billion by June 30, up from $50 billion at the end of 2025. Its IPO filing indicates a potential requirement for new capital earlier than anticipated, alongside $6.2 billion in convertible notes from Amazon.
HotEarnings
Celestica shares surge on strong AI infrastructure outlook
The company beat third-quarter estimates and raised its 2027 revenue projection to $40 billion. Executives noted that demand for AI hardware will remain strong through 2028.
Semiconductor Packaging
Applied Materials boosts Besi stake to 20 percent
Applied Materials will raise its share of Besi to roughly 20 percent, expanding their joint work on next-generation semiconductor packaging techniques.
Nucor
Nucor revenue tops forecasts while earnings fall short
Nucor posted third-quarter sales of $11.25 billion, up 32 percent year-over-year, but adjusted EPS of $5.80 missed the $5.92 estimate. Executives anticipate fourth-quarter results to hold steady or rise slightly.
HotDeals
Four firms commit $63 billion to Anthropic AI infrastructure
Bank of America, Blackstone, Citi, and Morgan Stanley are partnering with Broadcom to build compute capacity for Anthropic in a $63 billion deal.
Fast headlines, summarized. Not verified and not advice. Check the full story before you act.