Giddy up Bloomberg: "Anthropic PBC is seeking to go public as soon as the middle of November, according to people familiar with the matter, after the artificial intelligence model maker pushed back plans to list." "Anthropic, ascendant for much of this year, now faces renewed competition from the likes of OpenAI, which has gained sales momentum in recent months." "prospective investors, who believe a fair valuation for Anthropic is in the $1.8 trillion to $2 trillion ballpark, some of the people said."

GIDDY UP! Micron call: "A strong-as fiscal 2026 was, we expect fiscal 2027 to be even better. Industry demand has strengthened since our last earnings call and we expect memory and storage supply-demand conditions to be much tighter in fiscal 2027 and 2028 than they were in 2026"