Articles from www.bloomberg.com

Articles from www.bloomberg.com

S-1: Anthropic reports Q3 revenue up 12x YoY to nearly $17B, a net loss of $23.3B, up from $12.1B in Q3 2025, and operating expenses up 292% to $17.5B (www.bloomberg.com)
8 days ago

Marvell's $115B Lumentum acquisition is one of the biggest tech deals ever and 2026's top M&A deal; Lumentum is up 128% YTD, giving it a ~$76B market cap (www.bloomberg.com)
8 days ago

Supermarkets across Belgium and Sweden report sudden overnight temperature spikes in fridges and freezers due to suspected hacks, mirroring French cyberattacks (www.bloomberg.com)
8 days ago France Sweden Belgium

Ukraine says its air raid alert app was compromised late Sunday, sending false warnings of “nuclear danger”; Russia confirms a similar hack of its alerts app (www.bloomberg.com)
9 days ago Russia Ukraine

Filing: Anthropic plans to raise up to $3.5B from Japanese investors as part of its IPO, joining Australia, Canada, and parts of Europe in having direct access (www.bloomberg.com)
9 days ago Europe Australia Japan IPO Canada

NAND maker Kioxia's shares fell up to 15% on Monday after its cautious Q3 outlook disappointed investors, raising concerns that AI-driven growth may be slowing (www.bloomberg.com)
9 days ago AI

A look at Binance's efforts to contain the hack, including creating a global war room of ~100 people, coordinating with other crypto firms and the FBI, and more (www.bloomberg.com)
9 days ago FBI

A look at a crude campaign of cyberattacks by Russia-linked hacktivist groups that have caused physical damage in NATO-aligned countries over the past two years (www.bloomberg.com)
10 days ago Russia

DeepSeek open sources Super-Agent as a research prototype, a proactive coding agent it says can monitor group chats for coding issues and suggest solutions (www.bloomberg.com)
10 days ago

The FBI attributes the $6B+ Binance hack to North Korea's TraderTraitor hacking group, which the agency also previously blamed for the ~$1.5B Bybit hack (www.bloomberg.com)
10 days ago Korea FBI

How AI detectors like Pangram are changing human writing: authors drop em dashes, “not X, but Y” phrasing, and words like “delve”, or add typos, to look human (www.bloomberg.com)
10 days ago AI

Sources: Baseten is raising ~$2B in two tranches, one valuing it at $26B and the other at $30B; Baseten was valued at $13B in June after raising $1.5B (www.bloomberg.com)
11 days ago

Sources: Google is in talks with the DOD on a new effort to secure the data that feeds into software being built for the Golden Dome missile defense program (www.bloomberg.com)
11 days ago Google

Alphabet, Meta, Microsoft, Amazon, and Oracle have a collective $3T+ in AI spending commitments over the coming years, including Alphabet's $1T and Meta's $800B (www.bloomberg.com)
11 days ago Amazon Microsoft AI Oracle Alphabet

NAND maker Kioxia reports FY Q2 operating profit up 22x YoY to ~$12.7B, in line with est., but forecasts Q3 operating profit of ~$12.7B, below ~$14.9B est. (www.bloomberg.com)
11 days ago

Sources: Indian AI infrastructure company AM Intelligence seeks to raise as much as $3B to fund a previously announced purchase of Nvidia Vera Rubin systems (www.bloomberg.com)
12 days ago India AI Nvidia Intelligence

NYSE owner ICE plans US-regulated Hyperliquid-based perpetual markets with Trade.xyz, a market operator on the crypto platform, and takes a stake in Trade.xyz (www.bloomberg.com)
12 days ago

Coinbase reports Q3 revenue down 35% YoY to $1.22B, in line with est., and net income up 66% to $719M, its first profit in a year, on unrealized crypto gains (www.bloomberg.com)
12 days ago Coinbase

Roblox reports Q3 bookings down 12% YoY to $1.7B, vs. $1.63B est., and DAUs down 9% to 138M, vs. 145.8M est.; RBLX drops 16%+ after hours (www.bloomberg.com)
12 days ago

Amazon spent $77B+ on property and equipment in Q3, leading to a free cash outflow of $42.4B; Amazon said in July that it would likely spend $220B in 2026 capex (www.bloomberg.com)
12 days ago Amazon

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 (www.bloomberg.com)
12 days ago SpaceX

Alphabet discloses $1T+ in purchase commitments, future leases, and other obligations; its Q3 filing shows $98.5B in contingent commitments, up ~$23B from Q2 (www.bloomberg.com)
12 days ago Alphabet

Sources: Situational Awareness is pitching clients to invest in Fluidstack alongside it in a round that values the neocloud at $40B, up from $18B in September (www.bloomberg.com)
12 days ago

Canada-based Cohere completes the first close of a round that it expects to total up to $5B, with Canada agreeing to invest up to $1.14B, at a $20.5B valuation (www.bloomberg.com)
12 days ago Canada

Wabi, which is building an AI assistant that integrates into group chats and can take actions like booking appointments, raised $55M at a $1.25B valuation (www.bloomberg.com)
12 days ago AI

Sources: Microsoft is seeking to raise $25B+ in its first US investment-grade bond sale since 2017, when it raised $17B, to fund AI-related capital expenditures (www.bloomberg.com)
12 days ago Microsoft AI

Jio Platforms adds $36B in market value in two trading sessions, hitting a $144B market cap, up from its ~$108B IPO valuation, after India's biggest-ever IPO (www.bloomberg.com)
12 days ago India IPO

Sierra Club expects US power emissions to hit 2.1B metric tons by 2030, up 42% on 2025 and erasing 15 years of cuts, with off-grid data centers matching Mexico (www.bloomberg.com)
13 days ago Mexico

Sources: Marvell is in advanced talks to buy data center optics maker Lumentum, which has an ~$83B market cap; the deal could be announced as soon as next week (www.bloomberg.com)
13 days ago

A profile of Nscale CEO Josh Payne, who is proceeding with plans for a US IPO that sources say, is targeting a $30B valuation despite some investor pushback (www.bloomberg.com)
13 days ago IPO

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