Abstract: Anthropic's third-quarter revenue rose 45% on the quarter to USD 16.8bn, slower than in Q2, and some pre-IPO investors reportedly discussed a USD 1.5T valuation, below the USD 2T it sought in September. Meta released Muse Wonder and the open-weight Muse Spark Open, SpaceXAI's Grok Voice 3.0 topped a speech benchmark, and TSMC and ASML raised their 2026 outlooks. China proposed export controls on AI models and computing clusters, CoreWeave's credit-risk gauge hit a record, DeepSeek's round reached about CNY 100bn and Tencent sold USD 5.7bn of bonds.
Z.AI, MINIMAX, TENCENT, BABA, Alphabet Inc. Class A Common Stock, Microsoft, Nvidia, SMIC, CATL, BIREN TECH, METAX INTEGRATED CIRCUITS, Morgan Stanley, Goldman Sachs, Meta Platforms, Inc. Class A Common Stock, Amazon.Com, SPCX US, CoreWeave, Inc. Class A Common Stock, JPMorgan Chase, Bitdeer Technologies Group Class A Ordinary Shares, Blackstone, SU FP, Hon Hai Precision, TSMC, ASML NA, CXMT, MediaTek, Intel, GlobalFoundries Inc. Ordinary Shares, Renesas Electronics, Apple, Cirrus Logic, General Motors Company, SoftBank, IonQ, ZEAL DC, IAM US
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