The Marked Chart Wire · Business
Deals
Anthropic commits $45 billion to Microsoft cloud services
The AI firm will spend at least $45 billion with Microsoft for infrastructure through 2033.
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Microsoft
Microsoft shares up 34 percent as analysts back AI strategy
Microsoft stock has risen 34 percent since July 29, with analysts at Cantor Fitzgerald and Morgan Stanley maintaining positive ratings despite $145 billion in fiscal 2026 capital expenditures. The company reports earnings on October 28.
Tech Earnings
Microsoft, Google, Amazon set to report quarterly results
The three tech giants are scheduled to release earnings while major US stock indexes remain below significant support levels.
HotAmkor
Amkor forecasts Q4 revenue between $1.9 billion and $2.0 billion
Amkor expects fourth-quarter sales of $1.9 billion to $2.0 billion. The company also plans to reduce its 2026 capital expenditure to approximately $2.5 billion.
HotMeta AI
META seeks $95 billion in new equity for AI buildout
The social media giant aims to secure $95 billion through its biggest stock offering ever. Proceeds will fund expanded artificial intelligence infrastructure.
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.
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