- #1 100 NYT
Driven by A.I. Boom, Marvell and Lumentum Announce $115 Billion Merger
Marvell and Lumentum said they were combining, in a major bet on a technology, known as optical networking, that is increasingly being used in A.I. data centers.
- #2 95 CNBC
Apple's stock drops on weak margin forecast in Ternus’ first earnings report
Follow Apple Q4 2026 earnings live for revenue, EPS, iPhone sales, China performance, AI updates, holiday guidance and AAPL stock reaction.
- #3 94 Bloomberg
Anthropic Revenue Hits Nearly $17 Billion Before Blockbuster IPO - Bloomberg.com
Anthropic Revenue Hits Nearly $17 Billion Before Blockbuster IPO Bloomberg.com
- #4 92 FT
FirstFT: Big majority of US voters disapprove of Trump’s handling of inflation, according to FT poll
Also in today’s newsletter: Anthropic reveals $900bn AI spending commitments and European supermarket freezers overheat in fresh cyber attack
- #5 89 Barron's
Apple Beats Sales And Profit Expectations But AI Costs Weigh On Holiday Sales - Barron's
Apple Beats Sales And Profit Expectations But AI Costs Weigh On Holiday Sales Barron's
- #6 89 FT
Apple warns ‘unprecedented’ memory chip costs will hit margins
Hardware giant predicts robust sales in the holiday season but services outlook disappoints
- #7 85 Reuters
Palantir forecasts strong quarterly revenue on AI demand - Reuters
Palantir forecasts strong quarterly revenue on AI demand Reuters
- #8 82 NY Post
Anthropic sees $23B third-quarter loss in amended IPO filing
Dario Amodei’s Anthropic raked in nearly $17 billion in revenue but marked a $23 billion net loss in the third quarter, according to an updated SEC filing published Monday ahead of its blockbuster IPO.
- #9 77 NYT
Anthropic Reveals $17 Billion in Revenue as I.P.O. Approaches
The A.I. company’s quarterly revenue totaled $17 billion, 12 times as high as the same quarter last year, while its net loss totaled $23 billion.
- #10 75 Bloomberg
Alphabet Is Paying Up for Euro Bonds in Test of AI Appetite - Bloomberg.com
Alphabet Is Paying Up for Euro Bonds in Test of AI Appetite Bloomberg.com
- #11 72 FT
Marvell to buy data centre component maker Lumentum in $115bn AI bet
Silicon Valley companies say all-stock deal would create a ‘leader in AI connectivity’
- #12 71 Bloomberg
North Korea Denies Role in $6.3 Billion Binance Crypto Heist - Bloomberg.com
North Korea Denies Role in $6.3 Billion Binance Crypto Heist Bloomberg.com
- #13 70 MarketWatch
Palantir earnings reveal a major AI turning point
The U.S. commercial business brought in more money than the U.S. government segment in the third quarter.
- #14 66 Reuters
Oracle taps investors for $20 billion to finance AI expansion - Reuters
Oracle taps investors for $20 billion to finance AI expansion Reuters
- #15 63 Reuters
Anthropic revenue growth slows, compute financing risks mount ahead of IPO - Reuters
Anthropic revenue growth slows, compute financing risks mount ahead of IPO Reuters