AI Stocks & Markets

Today's Stories

1. 1

   Qualcomm signs 25 million share warrant deal with Amazon

   Qualcomm entered a multi-generation chip agreement with Amazon for AWS and will issue up to 25 million warrants tied to up to $60 billion in chip purchases. The warrants tie Qualcomm's future directly to Amazon's AI buildout, giving it a path to steady demand and long-term orders as it shifts from a smartphone chip supplier to a data center partner.

   The bull case hinges on whether Qualcomm can execute on these multi-year agreements.

2. 2

   Anthropic IPO may slip to November, WSJ says

   After speculation about a September or October IPO, The Wall Street Journal reported that some of Anthropic's advisors suggested waiting until November to showcase strong third-quarter financials. A later listing would give Anthropic more time to present its competitive position, but the article notes investing directly carries early volatility and profitability concerns.

   Amazon already holds an Anthropic stake and is named as a customer, with Anthropic committing up to $100 billion over 10 years to AWS; the IPO timing remains undecided.

3. 3

   Unity Software stock jumps nearly 5% on Meta VR, AI hardware push

   Unity Software stock rose nearly 5% overnight, after Meta launched new VR and AI hardware. A larger Meta audience for VR and AI hardware could mean more work for app and game developers, a group Unity sells tools to.

   The gain hinges on whether developers actually sign up to build for Meta's new devices, which the announcement does not yet show.

4. 4

   Anthropic may opt for a Nasdaq listing

   Anthropic has reportedly chosen Nasdaq for its planned IPO. Some estimates put the valuation at nearly $2 trillion, but the WSJ says the listing has slipped to November and is not finalized. If the report is correct, investors tracking Nasdaq's flagship tech index would automatically hold a piece of Anthropic within weeks of its debut. It's the same path another new listing took this summer.

   The November timing comes from reports, not the company. The public filing and the listing date are key. Watch to see whether it can make it in before December's index reshuffle.

5. 5

   SoftBank raises roughly $11 billion in junk bonds at record yields

   SoftBank raised roughly $11 billion in debt, including $1 billion of 3.5-year bonds at 8.625% and $4.5 billion of 5.5-year securities at 9.25%, to fund commitments nearing $65 billion to OpenAI. The yields were the highest ever for SoftBank dollar bonds, so the deal is being read as a test of how debt investors view financing AI, at a time of growing warnings about the technology's risks.

   The outcome hinges on whether AI investments pay off for the biggest spenders, since global AI-related debt issuance already topped $575 billion in 2026. Watch SoftBank's credit default swap price, which rose this month to its highest since April 2025.

6. 6

   Micron seen up 53%, Sandisk 24% as analysts pick winner

   Micron's 12-month median price target of $1,600, according to 57 analysts, points to a 53% jump. Sandisk's median target of $2,200, based on 32 analysts, implies a 24% gain. Analysts expect a bigger advance in Micron than Sandisk over the coming year, so the two stocks' projected upside differs even though both have already delivered multibagger gains.

   Whether those targets hold depends on the demand for memory in artificial intelligence data centers that has driven both stocks, and on Micron's share gains continuing as the article suggests.