TREE NEWS reports: A report released at the 2026 World Young Scientists Summit found that 93.8% of surveyed PhD students use AI for research several times a week or daily, with 67.5% reporting daily use. ChatGPT was the most cited tool at 84.0%, followed by Gemini at 26.8%, Claude at 17.5% and DeepSeek at 11.3%. The report, titled “Trust in Research: Future Researchers” youth edition, was released at the summit co-hosted by the China Association for Science and Technology, the Zhejiang provincial government and the World Young Scientists Federation.
TREE NEWS reports: Artificial intelligence engineers earn 50% to 60% more than peers, according to the 2026 National Major Cities Digital Economy Talent Attraction Index Report released jointly by Shanghai University of Finance and Economics’ Digital Economy Research Institute and Zhaopin. Beijing topped the index with 88.76 points, followed by Shanghai at 86.64 and Shenzhen at 86.33. Hangzhou, Guangzhou, Suzhou and Nanjing formed an excellence tier in the 70-point range.
TREE NEWS update: Anthropic publicly filed its S-1 with the U.S. Securities and Exchange Commission on Oct. 26 to list on the Nasdaq Global Select Market under the ticker “ANT.” The Claude developer reported first-half 2026 revenue of $16.286 billion, about 14 times the year-earlier period, with roughly 80% from usage-based API and model calls. It posted an adjusted operating profit of about $1.618 billion and a second-quarter operating profit of $974 million.
TREE NEWS reports: Mizuho said Circle faces a 10-20% medium-term downside risk to its reserve revenue as AI agents steer USDC holders toward higher-yielding fiat alternatives. The brokerage’s assessment puts a figure on how autonomous agents could erode the stablecoin issuer’s core earnings stream.
TREE NEWS update: The 24th China Semiconductor Packaging and Testing Technology and Market Annual Conference will be held Nov. 4-6 at the Nanjing Fengda International Hotel, bringing together companies including Huatian Technology, JCET, Tongfu Microelectronics, TSMC Nanjing, Biren Technology, BOE and Yuntian Semiconductor. Through main forums, special reports and supply-demand matchmaking, the two-day event will focus on the latest directions in advanced packaging.
TREE NEWS update: Zhiyuan’s GO-3 Nano Preview ranked first on the latest RoboDojo embodied intelligence benchmark with an average score of 61.90 and an average success rate of 56.42%, surpassing GPT-6 Astra. The model scored 78.65 in fine manipulation, 68.21 in long-horizon execution and 61.71 in open semantic understanding.
TREE NEWS update: SK Hynix will report third-quarter 2026 earnings after the U.S. market close on Tuesday and will also unveil new shareholder return measures the same day. The results will test whether AI memory demand can sustain current margins, with HBM orders and capacity plans in focus. Shares of SK Hynix and Samsung Electronics each rose more than 5% in Seoul on Tuesday, lifting the Kospi as much as 4.5% intraday.
TREE NEWS update: Nvidia said it will invest $3 billion in Meta’s stock offering, as the two companies expand cooperation on the Muse and Muse-series models. Meta will broaden its deployment of Nvidia’s Vera Rubin, Vera CPU, Spectrum-X and BlueField-4, and the firms are considering collaboration on the OpenShell reference architecture and Nvidia Sentry.
TREE NEWS reports: The five largest hyperscalers — Microsoft, Alphabet, Amazon, Meta and Oracle — are projected to spend more on capital expenditure than they generate in free cash flow by 2027. Every $1 of new operating cash flow will correspond to about $1.57 of new capex. Oracle’s capex reached 174% of operating cash flow in fiscal 2026, and its free cash flow has turned negative.
TREE NEWS update: Anthropic plans to hold its IPO in the week of Nov. 16, as private financing can no longer support the AI company’s spending commitments, investors said. The company carries more than $600 billion in future infrastructure costs, with compute commitments that could reach $750 billion, and it offered Blackstone $9 billion of subordinated debt at a yield above 10% as part of a $60 billion chip financing package. Anthropic reported $16.3 billion in revenue for the first half of 2026, up from $1.1 billion a year earlier.
TREE NEWS reports: Global tech stocks drew about $20 billion in net selling over the past two weeks, Goldman Sachs data show, with the selloff reaching an extreme -3.3 standard deviations. JPMorgan analyst Privorotsky noted AI infrastructure debt financing has topped $500 billion this year even as hyperscaler funding costs rose about 120 basis points, flagging Nvidia’s financing links to its GPU customers as a potential credit-risk transmission chain as Alphabet, Microsoft and Amazon report earnings this week.
TREE NEWS update: Ant Group released Lingguang 2.0 on October 27, upgrading its AI assistant to proactively identify user needs and initiate analysis, monitoring and follow-ups. With user authorization, the assistant draws on connected information and services to send timely alerts at points requiring attention. Ant said the AI shifts from a tool waiting for instructions to an assistant that continuously manages tasks.
TREE NEWS update: China Ceramics said at an Oct. 26 earnings briefing that its high-end MLCC powders have passed validation with some customers and are expected to enter volume supply in the fourth quarter. The company is expanding capacity for automotive-grade and AI-server MLCC powders to capture demand from smarter new-energy vehicles and AI computing buildout. Traditional MLCC capacity utilization is high, while new high-end capacity is still ramping.
TREE NEWS reports: ASML’s direct contribution to the Dutch economy could rise to as much as 1.6% in 2026, up from 1.3% in 2025, ING said in a report published Monday. Surging artificial intelligence demand has lifted the chip equipment maker’s market value to €547 billion ($613 billion), making it Europe’s most valuable company. ING researchers cited Finland’s Nokia as a cautionary example of the risks of an economy becoming dependent on a single company.
TREE NEWS reports: Listed storage companies are expanding raw material stockpiles and signing long-term procurement agreements to secure supply chain coordination and delivery. The moves come as sustained AI computing infrastructure buildout drives strong demand for enterprise-grade storage products, with some storage firms reporting rapid business growth. The companies are also optimizing product mix and expanding their customer base.
TREE NEWS update: Anthropic disclosed Monday that it has filed a Form S-1 with the U.S. Securities and Exchange Commission, giving investors their first detailed look at the AI company’s finances. Traders on prediction market Kalshi assign a 95% probability that the company will formally announce an IPO by the end of 2026, defining that as the SEC declaring the S-1 effective, the offering being priced, or an exchange assigning a ticker. On Polymarket, traders see a 69% chance Anthropic lists and begins trading by Nov. 20.
TREE NEWS update: Anthropic has formally filed for an initial public offering and plans to list on the Nasdaq under the ticker ANT, the company said. The filing revives AI market sentiment, with US stock indices rebounding and the chip index up nearly 3%, while Treasuries and oil prices eased. The listing would make Anthropic one of the largest AI companies to go public.
TREE NEWS reports: Cadence Design Systems reported third-quarter revenue of $1.633 billion, with GAAP operating margin at 26.2% and non-GAAP operating margin at 44.1%. The company posted a record backlog of $8.2 billion and raised its full-year revenue growth forecast to 21%, lifting its EPS guidance by $0.30 to $8.40. GAAP EPS was $1.05 and non-GAAP EPS was $2.11, while recurring revenue rose 18% year over year.
TREE NEWS reports: Sales of embodied intelligent robots on key platforms in China rose 22.6% year-on-year in the first three quarters, the Ministry of Commerce said. Analysts said the humanoid robot industry is in a critical phase of mass-production validation and deployment, with investment opportunities expected to extend to core components, control platforms and data infrastructure. They advised watching companies’ technology advantages, cost control, batch delivery capability, and order and model-iteration progress.
TREE NEWS reports: Chinese banks have launched their autumn campus recruitment drives, with strong demand for hybrid AI roles tied to specific financial scenarios, including positions such as technology elite, digital-intelligence finance trainee and fintech trainee. Candidates who understand both frontier technologies such as large AI models and concrete financial business scenarios are becoming the core talent pool for banks’ digital-intelligence transformation, a survey found.