Thematic

This Week in AI (Oct 25-31): Anthropic's S-1; Alphabet's record 13% fall while its Gemini 4 Carbon tops AA v5

01 Nov 2026 By Ke Yan, CFA, FRM
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Abstract: Anthropic publicly filed its S-1 for a Nasdaq listing, and Alphabet shares posted a record one-day fall after Search and advertising sales disappointed. Google announced Gemini 4 Carbon and OpenAI released GPT-6.1 Terra. Samsung said its 2027 HBM capacity is fully booked. Meta priced a large common and preferred stock offering, SpaceX agreed a GPU finance lease with Apollo, and Marvell is reportedly in talks to buy Lumentum.

Z.AI (2513 HK) MINIMAX (100 HK) TENCENT (700 HK) BABA (9988 HK) Alphabet Inc. Class A Common Stock (GOOGL US) Microsoft (MSFT US) Nvidia (NVDA US) SPCX US (SPCX US) Amazon.Com (AMZN US) TSMC (2330 TT) Bristol-Myers Squibb (BMY US) Oracle (ORCL US) Meta Platforms, Inc. Class A Common Stock (META US) Advanced Micro Devices (AMD US) Broadcom Inc. Common Stock (AVGO US) Apollo Global Management (APO US) Goldman Sachs (GS US) Blackrock (BLK US) KKR (KKR US) Blackstone (BX US) BARC LN (BARC LN) HSBA LN (HSBA LN) Blue Owl Capital (OWL US) Ares Management Corporation Class A Common Stock (ARES US) Intel (INTC US) Hon Hai Precision (2317 TT) Caterpillar (CAT US) DSBJ (2384 HK) SK Hynix (000660 KS) Samsung Electronics (005930 KS) Kioxia (285A JP) Sandisk Corporation Common Stock (SNDK US) Marvell Technology, Inc. Common Stock (MRVL US) Lumentum Holdings Inc. Common Stock (LITE US) ASM NA (ASM NA) ASMPT (522 HK) 9917 HK (9917 HK) 2681 HK (2681 HK) GUIDEWIRE SOFTWARE (GWRE US) Itau Unibanco (ITUB US)

Highlighted Stocks

Z.AI, MINIMAX, TENCENT, BABA, Alphabet Inc. Class A Common Stock, Microsoft, Nvidia, SPCX US, Amazon.Com, TSMC, Bristol-Myers Squibb, Oracle, Meta Platforms, Inc. Class A Common Stock, Advanced Micro Devices, Broadcom Inc. Common Stock, Apollo Global Management, Goldman Sachs, Blackrock, KKR, Blackstone, BARC LN, HSBA LN, Blue Owl Capital, Ares Management Corporation Class A Common Stock, Intel, Hon Hai Precision, Caterpillar, DSBJ, SK Hynix, Samsung Electronics, Kioxia, Sandisk Corporation Common Stock, Marvell Technology, Inc. Common Stock, Lumentum Holdings Inc. Common Stock, ASM NA, ASMPT, 9917 HK, 2681 HK, GUIDEWIRE SOFTWARE, Itau Unibanco

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