TREE NEWS update: Anthropic has officially filed for an initial public offering on Nasdaq, with the company set to trade under the ticker “ANT.” The filing marks the AI developer’s formal move toward a public listing on the US exchange. No further terms of the offering were disclosed in the filing.
TREE NEWS update: SpaceX is set to sign a $40 billion GPU equipment financing lease agreement with Apollo. The deal would see Apollo finance SpaceX’s GPU hardware through a leasing structure. No further terms or timeline were disclosed.
TREE NEWS update: Oracle on Oct. 26 announced Oracle AI Success Navigator, an agentic AI platform designed to speed the implementation and modernization of Oracle Fusion Cloud applications. The platform combines specialized AI agents with Oracle’s implementation expertise and guided training, aiming to cut manual work, simplify complex tasks and help enterprises realize business value faster.
TREE NEWS update: SWANCOR Advanced Materials said its shares rose by a cumulative 30% deviation over three consecutive trading days, triggering a price-movement disclosure. The company noted heightened market interest in concepts including “physical AI” and data collection, and said its consumer-grade embodied-intelligence robot business is in a scale-up and commercial-validation phase, with the robots and model-development products still under R&D. It said day-to-day operations are normal with no material changes.
TREE NEWS update: Anthropic will release its S-1 registration statement at 9 a.m. Eastern Time, the company’s first formal step toward a public listing. The filing will disclose the AI developer’s financials and business details. No further information on the offering’s size, valuation or timing was provided.
TREE NEWS update: Chuangxin Data announced it will inject 3.3 billion yuan ($460 million) of its own or self-raised funds into wholly owned subsidiary Chuangxin Intelligent Computing Technology (Shenzhen), increasing the unit’s registered capital from 500 million to 600 million yuan. The company will remain 100% owner. The subsidiary provides data processing services, cloud computing equipment sales and AI application software development.
TREE NEWS update: Meta Platforms launched two concurrent underwritten public offerings: about $22.5 billion of Class A common stock through forward sale agreements and about $12.5 billion of depositary shares representing Series A mandatory convertible preferred stock. Morgan Stanley and Goldman Sachs are joint lead underwriters. Meta said net proceeds from both offerings will be used for general corporate purposes, including AI infrastructure buildout.
TREE NEWS update: Jingang Solar’s wholly owned subsidiary Ouhua New Energy Power (Gansu) signed procurement contracts with Supplier A and Supplier B for GPU cards and servers, totaling 480 million yuan ($66 million) including tax. The contracts are worth 348 million yuan and 132 million yuan respectively, with the equipment to be used to provide computing power services to customers.
TREE NEWS update: Unitree Robotics (688836.SH) said its shares rose more than 30% over three consecutive trading days, triggering an abnormal-trading-volatility notice. As of Oct. 26, the company’s trailing price-to-earnings ratio stood at 465.22x, versus an industry average of 38.54x for general equipment manufacturing. The company said the humanoid-robot sector is still in early commercialization, with uncertainty over technology maturity, downstream demand and supply-chain readiness, and warned of valuation pullback risk if commercialization lags expectations.
TREE NEWS update: The Dutch government plans to cut about 25,000 civil service positions over several years through efficiency reforms including artificial intelligence. The government aims to save €900 million a year by 2027, rising to €3.5 billion (about $3.9 billion) annually from 2035. The cabinet will present detailed AI plans early next year. Civil service headcount reached about 160,000 at the end of 2025, up 41% from 2018.
TREE NEWS update: Unitree Robotics said its shares rose more than 30% over three consecutive trading days, triggering an abnormal trading volatility notice. The company cautioned that the humanoid robot industry remains in an early commercialization phase, with uncertainty in technology maturity, downstream demand and supply-chain support. It added that physical AI still faces challenges in perception accuracy, motion-control stability, data accumulation and hardware-software integration, and that slower-than-expected commercialization could hurt revenue growth and valuation.
TREE NEWS update: Foxconn has deployed AI factories built on Nvidia’s DGX supercomputing platform, the company said. The deployment puts the contract manufacturer’s AI production infrastructure on Nvidia’s dedicated AI supercomputing hardware. No financial terms, capacity figures or timeline for the rollout were disclosed.
TREE NEWS update: Cambricon chairman and general manager Chen Tianshi said at the company’s Q3 2026 earnings briefing that the company has never discussed market speculation that its chip shipments will exceed 1 million units next year. He said company announcements are the effective channel for all investors to access information equally, and that any major matter requiring disclosure under regulations will be disclosed in accordance with the law. He urged investors to rely on information published on the Shanghai Stock Exchange website or Cambricon’s official website.
TREE NEWS update: Anthropic and other technology companies are consulting philosophers and religious leaders on how AI models should make ethical judgments, the company said. Anthropic has spoken with scholars, clergy, philosophers and ethicists from more than 15 religious and cross-cultural groups on topics including personhood, moral judgment and children’s use of chatbots. Meta, Google and Amazon representatives have also engaged with the Vatican. Anthropic said the effort is not meant to make Claude follow any single religious worldview.
TREE NEWS update: CoinW has launched a multi-agent AI investment advisory tool called “AI Think Tank,” now live on its web platform. The tool deploys 13 AI agents to simulate an institutional research team, handling data collection, investment debate, strategy formulation, risk review and post-trade analysis. It generates a confidence-scored, fully traceable report and trading strategy that users can copy to the trading panel, covering more than 20 assets including BTC, ETH, popular US stocks, ETFs and commodities.
TREE NEWS update: Elon Musk said over the weekend that more than 200 emerging AI compute cloud providers, or neoclouds, face “guppy-level death and consolidation” as debt markets close to companies without revenue outside AI data centers. He contrasted this with SpaceX’s investment-grade credit and $40 billion GPU debt facility. Musk also said SpaceX will not acquire any neocloud, calling it “pointless.”
TREE NEWS reports: SK Hynix is preparing to announce an additional shareholder return plan worth 50 trillion to 60 trillion won, following a completed 40 trillion won share buyback cancellation. The move brings the company’s total shareholder returns this year to a record 100 trillion won. SK Hynix plans to use record results driven by strong AI memory demand to pursue an aggressive return policy aimed at lifting its corporate value to a “globally top-tier” level.
TREE NEWS reports: Shares of US-listed neocloud companies fell broadly in pre-market trading, with Nebius, CoreWeave and Iren each dropping more than 4%. The declines hit the group of cloud providers that supply GPU compute capacity, including to AI and crypto-related workloads.
TREE NEWS update: Acrab and Duannao Technology signed a strategic cooperation agreement covering AI smart terminals and edge AI computing. The two will start with Duannao’s AI NPC all-in-one machine, adapting its agent software to Acrab’s computing platform, evaluating Acrab chips for next-generation AI terminals, and optimizing local deployment of multimodal language, speech and vision models.
TREE NEWS reports: Microsoft and Alphabet report quarterly results after the close on Oct. 28, with Amazon following on Oct. 29 and Exxon Mobil and Chevron closing the week on Oct. 30, as roughly 160 S&P 500 companies report. The three AI hyperscalers spent about $134.9 billion on property and equipment last quarter, roughly double a year earlier, while free cash flow has come under pressure. Investors will focus on capex guidance, depreciation and order conversion.
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