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ESThe Wall Street Journal reported, citing a draft IPO prospectus, that Anthropic could spend as much as $750 billion on additional computing capacity over the coming years, while the headline is truncated before Ken Griffin's comment that investors are "almost certainly" in a position that remains unspecified in the available text. The transmission channel runs through capital expenditure expectations: a multi-hundred-billion-dollar compute commitment from a single AI developer signals sustained demand for accelerators, data center construction, and power infrastructure, which tends to lift revenue forecasts for semiconductor and cloud suppliers and reprices expectations across the AI capex cycle. Nvidia (NVDA) and the Nasdaq-100 (NDX) are the most directly exposed, given their central role in AI training and inference hardware, while Meta (META) and Tesla (TSLA) carry exposure through their own large AI infrastructure spending, and Goldman Sachs (GS) and JPMorgan (JPM) are relevant through their capital markets and IPO underwriting pipelines. The geopolitical tags attached to this item, including Iran, Russia, Ukraine
Top Overnight News Anthropic could spend $750 billion on additional computing power in the coming years, the WSJ reported, citing a draft IPO prospectus, while billionaire Ken Griffin said investors are "almost certainly" in the midst of an AI bubble. BBG Nvidia is in talks to invest hundreds of millions of dollars in Australian AI cloud provider Firmus. The Information Nasdaq futures rose after SpaceX and Super Micro topped forecasts, reigniting the AI trade. Adding to the buzz, Elon Musk said SpaceX and Tesla are studying a potential merger that would be the biggest ever. BBG Persian Gulf oil exports have surpassed prewar levels, as an improvised shipping system under U.S. protection is helping tankers move oil through one of Iran’s fiercest waves of attacks in the Strait of Hormuz. WSJ Benjamin Netanyahu is pushing to resume large-scale strikes against Iran and had instructed his military to plan for a major new offensive earlier this month, moves that risk plunging the region back into full-scale war. FT More Oil Is Now Coming Out of the Persian Gulf Than Before the Iran War: WSJ "Given that the White House has shown no willingness to reach an understanding on the way forward, while also threatening more violence, there is little reason to expect progress now," Iranian FM Araghchi said in an FT op-ed. BBG UKMTO received a late report of a tanker struck by an unknown projectile 30 nautical miles southeast of Al Faw, Iraq, on Tuesday; crew reported safe. BBG French yields rose above 5% for the first time since 2002 as persistent fiscal concerns continued to weigh on bonds BBG U.K. inflation rose further above the Bank of England’s target in September as policymakers prepare for a meeting that investors expect will yield a first rate increase since the start of the war between the U.S. and Iran. WSJ Britain’s national debt topped £3 trillion for the first time as the government borrowed more than forecast in the first half of the fiscal year. BBG Australia’s inflation outlook looks “materially worse” than previously expected, RBA Deputy Governor Andrew Hauser said, bolstering expectations for a fifth hike this year in November. BBG Japan’s exports rose 16.7% in September, missing forecasts despite an increase in chip shipments. South Korea’s exports jumped 65.9% in early October, powered by a more than 220% semiconductor surge. BBG Leaders of Ukraine, Finland and Norway hailed progress in talks in Oslo on Tuesday about how to end Russia’s war in Ukraine, but they did not announce any breakthroughs. “I think we made genuine progress today,” said Finnish President Alexander Stubb, who co-hosted the talks with Norwegian Prime Minister Jonas Gahr Støre at the request of Ukraine. FT Elon Musk ordered a slowdown of Ukraine's military-grade Starlink service, and Musk and Trump discussed the decision in a subsequent call. WSJ The US is increasingly reliant on price-sensitive private investors to fund its debt as traditional buyers retreat. Hedge funds and other private investors now own about 70% of Treasuries, helping drive yields higher. BBG US President Trump posted that he is watching data centres closely US and Mexican negotiators hit an impasse over tariffs on steel and aluminum, dashing earlier optimism. BBG National Democrats sued Trump and the US Justice Department over what they say is a coordinated effort to erode confidence in the midterms. BBG JPM's Mark Schilsky puts buyside consensus for Meta's 2027 opex plus capex at $435-475 billion, and says a majority of investors still expect an equity raise post-Q3. JPM Goldman estimates global crude freight rates are above $20/bbl, about 7x a year ago, with the Hormuz war-risk premium alone accounting for about $7/bbl. GS Over the past two weeks, HFs aggressively net sold global Info Tech stocks at the fastest pace in the past decade (-3.3 SDs), driven by long-and-short sales. Net allocation to Global AI stocks now sits in the 38th percentile while aggregate long/short ratio is in the 6th percentile vs. the past year. GS
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