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Impact 4 · 28 Oct, 6:39 PM

Robinhood CFO Shiv Verma says Anthropic’s S-1 shows stunning growth (about 1,300% YoY) and reveals customer concentration data, highlighting a potential trillion-dollar TAM. Verma notes the high spend tiers (top customers spending over $10 million) as an indicator of future scale. The IPO’s reception matters for Robinhood Ventures’ AI and data infrastructure bets, and could drive retail investor interest in AI names, including Anthropic. Anthropic reported $16.3 billion in revenue for H1 2026 versus $1.1 billion a year earlier, but posted an $80.7 billion net loss in that period, while showing $1.62 billion in adjusted operating income. With cash on hand exceeding $131 billion, bankers reportedly target a roughly $1.5–$2 trillion valuation and a Nasdaq listing possibly as soon as mid-November.

Impact 4 · 28 Oct, 6:23 PM

SpaceX’s touted super intelligence (SI) division, built from xAI and including X (formerly Twitter), posted rapid revenue growth to $7.56 billion in Q3 2026, up about 830% year over year, driven largely by AI services and the Grok family of models. The company notes a sizable capital expenditure of $16.4 billion into SI in Q3 and acknowledges a one-time $1.2 billion stock-based compensation tied to the Cursor acquisition, which may not recur. While SpaceX remains known for rocket launches and Starlink, SI is framed as the core driver of future value, with management signaling strong belief in AI’s business potential and profitability, potentially reshaping SpaceX’s identity toward an AI-focused portfolio even if a space platform remains foundational.

Impact 4 · 28 Oct, 6:17 PM

Intel (INTC) will report Q3 results after the bell as AI-driven demand supports data-center CPUs, with expectations of EPS $0.40 on revenue $16.5B; last year Q3 had $0.23 on $13.6B. Breakdown: Intel’s Data Center and PC CPU segment projected at $15.5B (PC CPUs $8.8B; data center $6.6B). Foundry revenue seen at $6.1B, up about 44% YoY, underscoring a push to expand manufacturing capacity. AI tailwinds contrast with a softer PC market pressured by memory/storage price spikes, raising laptop/desktop prices and potentially reducing volume. The AI narrative lifts optimism around Intel’s ability to win more foundry customers (Google reportedly ordering 3M Tensor Processing Units) and potential partnerships with Nvidia. Hynix’s strong results and possible deals with Intel (and SK Hynix discussions) add to chip-equipment and supply-chain dynamics shaping sentiment. Nvidia’s relative resilience remains a counterpoint to the broader sector’s rally-and-rout cycle.

Impact 4 · 28 Oct, 5:37 PM

Alphabet/Google reported Q3 revenue of $127.6B, up 25% year over year, but profit fell 25% to $26.2B and after-hours shares slid over 10% due to a weaker profit outlook and a slowdown in ad revenue. Google search revenue rose 12% to $63.4B, YouTube ads grew 9% to $11.2B, while Google Cloud surged 103% to $30.7B, driven by in‑house AI chips (TPUs) and enterprise demand. Alphabet booked an $8.7B loss on equity investments, including SpaceX. Capital expenditure totaled $51.4B, with 2026 capex guidance of $195–$205B and plans to accelerate spending in 2027. The AI push includes selling TPUs to outside customers, competing with Nvidia, and broader AI product rollouts; Waymo incurred losses despite weekly rides growth. YouTube and Other Bets remain mixed profitability amid heavy investment.