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Potential $2 Trillion-Plus IPO Supports Robust AI Infrastructure Spending, Wedbush Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2671788739","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671788739?lang=en_us&edition=fundamental","pubTime":"2026-09-30 22:34","pubTimestamp":1790778850,"startTime":"0","endTime":"0","summary":"Anthropic's planned initial public offering, which could potentially value the company at more than $2 trillion, supports the view that artificial intelligence infrastructure spending will remain robust for the foreseeable future, Wedbush said in a Tuesday note.The Amazon-backed  AI company plans to spend $518 billion on computing and infrastructure in the coming years, according to the note.Under long-term infrastructure service obligations, Anthropic projects to spend $111.1 billion with Alphabet's , $110 billion with Amazon, and $31.4 billion with Microsoft , under long-term infrastructure service obligations over the next seven to 10 years, the note said.Further, Anthropic has commitments of about $161.2 billion to Broadcom  for equipment leases and agreements with xAI potentially resulting in up to $84.5 billion of spending for Nvidia-based  computing capacity through 2029, Wedbush said, citing Reuters.Anthropic's initial public offering is likely to be pushed back until after 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Trims Expedia PT, Cites Concerns over Meta's Muse AI Agent","url":"https://stock-news.laohu8.com/highlight/detail?id=2671207115","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671207115?lang=en_us&edition=fundamental","pubTime":"2026-09-30 21:29","pubTimestamp":1790774971,"startTime":"0","endTime":"0","summary":"BUZZ-Truist trims Expedia PT, cites concerns over Meta's Muse AI agent** Truist cuts online travel co Expedia'sEXPE.OPT to $288 from $309; new PT still represents an ~8% upside to the stock's last close** Brokerage says EXPE's heavier exposure to North American consumers leaves it more vulnerable to investor concerns about potential disruption from Meta Platform'sMETA.OMuseagent** Downside risks remain \"sentiment-driven\" at this stage, with the effect of AI agents on travel co earnings still uncertain and largely speculative - brokerage** 16 of 39 brokerages rate the stock \"buy\" or higher, 22 \"hold\" and two \"sell\"; their median PT is $335 - data compiled by LSEG** Up to last close, stock has fallen ~6% this 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Inflation Day and the Stock Market is on Edge","url":"https://stock-news.laohu8.com/highlight/detail?id=2671209011","media":"Dow Jones","labels":["economic"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671209011?lang=en_us&edition=fundamental","pubTime":"2026-09-30 19:53","pubTimestamp":1790769180,"startTime":"0","endTime":"0","summary":"Good morning and happy PCE day.And it's the anticipation of the central bank's closely-watched inflation gauge, the personal consumption expenditures index, that has the market on edge. However there was some positivity from New York Fed President John Williams saying last night \"there is no need for urgency,\" signaling he thinks the next rate increase can wait.But be warned the PCE report will need some interpreting. Megan Leonhardt explains that the way the government is measuring several prices is changing so the big takeaway for the next inflation report will be less clear cut.Micron, which posts earnings after the bell, was one of the biggest movers before the market opened along with Cal-Maine, which fell as much as 7.7%. 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