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Bloomberg

TYPE
Company
SIGNALS
7
FIRST SEEN
Oct 26, 2026
LAST SEEN
Oct 29, 2026

Recent signals

  • Source: Anthropic is "Customer B" cited by SpaceX in a filing as its single largest customer accounting for 34.5% of Q3 revenue, surpassing the US government (Bloomberg) Oct 29, 2026
  • Google Sales Miss Reignites AI Fears, Microsoft Eyes $25B Debt Offering Oct 29, 2026
  • Chip Equipment Maker ASM I's CEO to Hit 2030 Target 3 Years Early Oct 28, 2026
  • Meta Boosts Equity Offering to $98 Billion, Raising Its AI Bet Oct 27, 2026
  • Anthropic's S-1 shows a governance structure that suits a fun quirky little mission-driven worker cooperative that needs to raise billions as a public company (Matt Levine/Bloomberg) Oct 26, 2026
  • SpaceX agrees to a ~$40B equipment finance lease with Apollo to fund purchases of Nvidia GPUs for its AI initiatives, set to close before the end of 2026 (Carmen Arroyo/Bloomberg) Oct 26, 2026
  • Anthropic S-1: an $80.7B net loss on revenue of $16.3B in H1 2026, up from a $13B net loss on revenue of $1.2B in H1 2025, and a net revenue retention of 900% (Bloomberg) Oct 26, 2026
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