Markets

Markets covers the money in AI: earnings, deals, chip spending and funding rounds. The Market Pulse tiles follow eight large AI stocks during the trading day.

Market Pulse

Long aisle of black open server racks on a white raised floor under bright ceiling lights — A data-center aisle lined with black server racks. Photo: Robert.Harker / Wikimedia Commons (CC BY-SA 3.0, cropped)

Markets Nov. 5, 2026, 5:30 a.m. CT

AMD posts $13.4 billion quarter as data-center sales nearly double

AMD said third-quarter revenue rose 45% to $13.4 billion as data-center sales jumped 97%, and it forecast about $17 billion for the fourth quarter.

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Markets
Salesforce agrees to buy Cresta to add voice agents to Service Cloud
Nico Valdez Nov. 4, 2026, 7 a.m. CT
Photo: Siddharth Patil / Wikimedia Commons (CC0)

Markets
Oracle launches $20 billion stock and bond sale amid AI buildout
Nico Valdez Nov. 3, 2026, 7:40 a.m. CT
Photo: ajay_suresh / Wikimedia Commons (CC BY 4.0, cropped)

Markets
Anthropic IPO filing shows $17 billion quarter, $23 billion loss
Nico Valdez Nov. 3, 2026, 5:30 a.m. CT
Photo: King of Hearts / Wikimedia Commons (CC BY-SA 3.0, cropped)

Markets
Marvell to buy Lumentum in $115 billion deal for AI data centers
Nico Valdez Nov. 2, 2026, 5:45 p.m. CT
Photo: Z thomas / Wikimedia Commons (CC BY 4.0, cropped)

Markets
Aramco closes $2.6 billion deal for 49% of AI firm Humain
Nico Valdez Nov. 2, 2026, 6:36 a.m. CT
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Markets
Canada takes stake in Cohere as AI lab targets C$7 billion
Nico Valdez Oct. 30, 2026, 5:45 a.m. CT
Photo: Sea Cow / Wikimedia Commons (CC BY-SA 4.0)

Markets
Amazon says AWS grew 39%, fastest in nearly five years
Nico Valdez Oct. 29, 2026, 5:42 p.m. CT
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Markets
Microsoft says Azure grew 48% as AI demand outruns supply
Nico Valdez Oct. 29, 2026, 5:08 p.m. CT
Photo: Wvdp / Wikimedia Commons (public domain)

Markets
Google Cloud sales double as Alphabet capex hits $51 billion
Nico Valdez Oct. 29, 2026, 5:30 a.m. CT
Photo: Oracle PR / Wikimedia Commons (CC BY 2.0, cropped)

Markets
Oracle says it will offer Google TPUs on its cloud in 2027
Nico Valdez Oct. 28, 2026, 6:05 p.m. CT
Photo: Jenny Hautmann / Wikimedia Commons (CC BY-SA 4.0, cropped)

Markets
SpaceX commits to $40 billion Apollo lease for Nvidia GPUs
Nico Valdez Oct. 28, 2026, 5:20 a.m. CT
Photo: Håkan Dahlström / Wikimedia Commons (CC BY 2.0, cropped)

Markets
Nvidia, Oracle say Vera Rubin racks are now on Oracle Cloud
Nico Valdez Oct. 27, 2026, 5:15 p.m. CT
Photo: TechCrunch / Wikimedia Commons (CC BY 2.0, cropped)

Markets
Anthropic IPO filing shows $16.3 billion in first-half sales
Nico Valdez Oct. 26, 2026, 4:47 p.m. CT
Photo: Gary Halvorson / Oregon State Archives via Wikimedia Commons (CC BY 4.0, cropped)

Markets
Meta upsizes AI stock sale, prices $25 billion of shares
Nico Valdez Oct. 26, 2026, 4:47 p.m. CT. Updated Oct. 27, 5:07 a.m.
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Markets
Jassy says AWS is sold out for 2026 and largely for 2027
Nico Valdez Oct. 26, 2026, 5:13 a.m. CT
Photo: Christopher Michel / Wikimedia Commons (CC BY-SA 4.0, cropped)

Markets
Warp Sciences raises $215 million for U.S. AI chemistry labs
Nico Valdez Oct. 23, 2026, 5:10 a.m. CT
Photo: Yinweichen / Wikimedia Commons (CC BY-SA 4.0, cropped)

Markets
DeepSeek raises about $15 billion in round, Bloomberg says
Nico Valdez Oct. 22, 2026, 5:02 p.m. CT
Photo: HaeB / Wikimedia Commons (CC BY-SA 4.0, cropped)

Markets
Anthropic draft IPO filing shows $16.3B revenue, WSJ says
Nico Valdez Oct. 22, 2026, 5:04 a.m. CT
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Markets
SpaceX AI unit tops Starlink with $7.6B in Q3 revenue
Nico Valdez Oct. 22, 2026, 5:04 a.m. CT
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Markets
OpenAI’s frontier models come to Google Cloud’s Model Garden
Nico Valdez Oct. 21, 2026, 5:11 p.m. CT
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Markets
OpenAI seeks $30 billion at over $1.4 trillion, report says
Nico Valdez Oct. 21, 2026, 5:10 a.m. CT
Photo: National Institute of Allergy and Infectious Diseases

Markets
OpenAI buys Orchestra Bio to add drug agents to Rosalind
Nico Valdez Oct. 20, 2026, 4:48 p.m. CT
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Markets
Tenstorrent raises $1.5 billion at a $6.2 billion valuation
Nico Valdez Oct. 19, 2026, 5 p.m. CT
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Markets
Nvidia RTX Spark laptops go on sale with up to 128GB memory
Nico Valdez Oct. 19, 2026, 5:19 a.m. CT
Photo: Arthur Caranta / Flickr (CC BY-SA 2.0, cropped)

Markets
BBC: Anthropic told investors Q3 revenue hit $16.8 billion
Nico Valdez Oct. 16, 2026, 5:04 a.m. CT
Photo: ajay_suresh / Flickr (CC BY 2.0, cropped)

Markets
IMF names AI stock correction a top financial stability risk
Nico Valdez Oct. 13, 2026, 5:10 p.m. CT
Photo: AMD Global / Flickr (CC BY-SA 2.0, cropped)

Markets
AMD Helion agentic AI rack supports up to 32,768 CPU cores
Nico Valdez Oct. 13, 2026, 6:15 a.m. CT
Photo: D.Begley / Flickr (CC BY 2.0, cropped)

Markets
Microsoft expects 40% more tokens per megawatt from Maia 300
Nico Valdez Oct. 12, 2026, 5:20 p.m. CT
Photo: Firmus

Markets
Nvidia-backed Firmus pulls ASX IPO, turns to private capital
Nico Valdez Oct. 9, 2026, 5:20 p.m. CT
Photo: The White House

Markets
Nvidia opens RTX Spark laptop preorders, available Oct. 16
Nico Valdez Oct. 8, 2026, 5:15 a.m. CT
Photo: China News Service (CC BY 3.0)

Markets
DeepSeek is reported near a $12 billion funding round
Nico Valdez Oct. 7, 2026, 7 a.m. CT
Photo: PTC / PR Newswire

Markets
Schneider Electric to buy PTC for $22.6 billion in cash
Nico Valdez Oct. 6, 2026, 5 a.m. CT
Photo: Oak Ridge National Laboratory / Flickr (CC BY 2.0, cropped)

Markets
DOJ arrests Earthmade CEO on $300M GPU charges
Nico Valdez Oct. 5, 2026, 5 a.m. CT
Photo: Liu Shu-fu / Office of the President, Taiwan (CC BY 4.0)

Markets
Micron posts record $54.23 billion quarter on AI memory
Nico Valdez Oct. 1, 2026, 5:19 a.m. CT
Photo: Ajay Suresh / Flickr (CC BY 4.0, cropped)

Markets
Anthropic commits $11.6 billion to Akamai’s cloud services
Nico Valdez Sept. 25, 2026, 3:24 a.m. CT
Image: Anthropic (press)

Markets
Claude agents find CRISPR-like enzyme system at Anthropic
Nico Valdez Sept. 24, 2026, 5:08 a.m. CT
Image: Microsoft (press)

Markets
Microsoft pledges $10 billion-plus for Middle East AI
Nico Valdez Sept. 24, 2026, 5:08 a.m. CT
Markets
Snorkel AI raises $350 million at $3.5 billion valuation
Nico Valdez Sept. 23, 2026, 5:06 a.m. CT
Photo: SoftBank Group (corporate / press)

Markets
SoftBank markets $11 billion in notes to fund OpenAI
Nico Valdez Sept. 22, 2026, 5:27 a.m. CT
Photo: Anthropic (press kit)

Markets
Anthropic expected to top $100 billion run rate, NYT reports
Nico Valdez Sept. 21, 2026, 5:31 a.m. CT
Image: Crusoe (newsroom)

Markets
Crusoe completes first close of $3.9 billion Series F
Nico Valdez Sept. 21, 2026, 5:22 a.m. CT
Photo: Nscale (via PR Newswire)

Markets
Nscale files for NYSE IPO as revenue jumps 1,252%
Nico Valdez Sept. 18, 2026, 4:44 p.m. CT
Photo: Huawei (CONNECT 2026 / company newsroom)

Markets
Huawei unveils Atlas 960E SuperPoD with 4,096 AI chips
Nico Valdez Sept. 18, 2026, 5:22 a.m. CT
Photo: Anthropic (press kit)

Markets
Novo Nordisk taps Anthropic’s Claude for drug discovery
Nico Valdez Sept. 17, 2026, 5:08 a.m. CT. Updated 9:38 a.m.
Photo: Stephen McCarthy / MoneyConf via Sportsfile (CC BY 2.0)

Markets
OpenAI in early raise talks at $1.2 trillion value, FT says
Nico Valdez Sept. 16, 2026, 5:21 a.m. CT
Photo: Daniel Lu / Wikimedia Commons (CC BY-SA 4.0)

Markets
Chip index falls 5.9% after AI lab leaders urge slower pace
Nico Valdez Sept. 15, 2026, 5:23 a.m. CT
Photo: Tedder / Wikimedia Commons (CC BY-SA 4.0)

Markets
Anthropic’s compute book hits $517 billion, report says
Nico Valdez Sept. 14, 2026, 2:49 p.m. CT
Photo: Thomas Gartz / Wikimedia Commons (CC BY-SA 4.0)

Markets
Google plans at least €13 billion for Finnish data centers
Nico Valdez Sept. 10, 2026, 5:38 a.m. CT
Photo: Prime Minister's Office (India) / Wikimedia Commons (GODL-India)

Markets
Mistral raises €3 billion Series D at more than €21 billion
Nico Valdez Sept. 8, 2026, 7:50 a.m. CT
Photo: Peter Dasilva / Wikimedia Commons (CC BY 4.0)

Markets
Nvidia partners aim to raise over $500 billion for AI
Nico Valdez Sept. 8, 2026, 5:48 a.m. CT
Photo: Slush / Wikimedia Commons (CC BY 3.0)

Markets
Nvidia agrees to buy Hugging Face for about $11.9 billion
Nico Valdez Sept. 7, 2026, 6:46 p.m. CT