Analysts
Every Sainteur story on analysts, newest first.
Nvidia agreed to buy about $10 billion of Anthropic stock in a placement tied to the IPO
The private placement is contingent on the offering; the IPO is not contingent on the placement. Quartz reported that an Anthropic spokesperson declined to comment and Nvidia did not immediately respond to a request for comment.
MSCI will drop Strategy from its USA index at the close of Nov. 30
The change also removes the company from two other U.S. MSCI indexes. Strategy has said funds tracking MSCI's global indexes hold about 3.1% of its shares.
CoreWeave shares were higher in premarket trading after the company raised 2026 guidance
The AI cloud company reported $3.661 billion in third-quarter revenue and raised 2026 revenue guidance to $13.0 billion to $13.3 billion. CNBC said shares were higher in premarket trading Wednesday, after the stock had also advanced in extended trading Tuesday.
Verizon's subscriber adds nearly doubled estimates, but revenue fell short
Verizon raised its adjusted EPS forecast and signed an AI fiber deal with Amazon Web Services. Revenue missed estimates, and equipment sales fell as it cut device subsidies.
Strategy's bitcoin-buying preferreds come with a growing dividend bill
Perpetual preferreds have contributed to the accumulation of 135,979 bitcoin, Fidelity says. Every new share also adds to the payouts, and Strategy's latest week paired a $193 million buyback with just 267 bitcoin.
Prediction markets favor a Democratic sweep on Nov. 3, but Morgan Stanley expects tariffs and tax policy to stay broadly in place
Prediction markets favor Democrats in both chambers. Morgan Stanley says gridlock and a presidential veto limit what changes, though AI and data centers could face more scrutiny.
Two-thirds of the S&P 500's profit growth is coming from just 10 companies, the WSJ reports
Nvidia and Micron account for 34% of expected third-quarter growth, per Dow Jones Market Data. FactSet says the index's growth rate drops to 20.0% from 29.0% without them.
Gold falls below $4,000 for the first time since July as oil fuels Fed hike bets
Rising oil prices lifted Fed rate-hike bets and a tech sell-off pushed investors to sell gold to cover losses, leaving the traditional haven on track for its worst week since June.
GM just had its worst week in nearly three years, by Bloomberg's count, and the analysts it tracks still aren't saying sell
GM's stock slid amid concerns about a narrower 2026 outlook and rising commodity costs, despite a quarterly beat and a new $20 billion buyback authorization.
SpaceX is reportedly seeking at least 80,000 US cell sites, and tower stocks are rallying
Bloomberg News reported SpaceX is in talks with tower owners including Crown Castle for at least 80,000 US sites. No signed lease has been reported, and the companies haven't confirmed the talks.
Oil hits a five-month high as Houthi strikes on Saudi Arabia pile onto supply fears
A drone strike near Aramco's Shaybah field and an attack on Dammam's airport sent traders back to the risk premium, even as Saudi Arabia's Energy Ministry said operations at Shaybah were unaffected.
Moderna slides after its cancer vaccine data leaked early, even though the results looked strong
Partial Phase 3 results with Merck slipped out ahead of Saturday's ESMO presentation. The full data showed a 42% cut in the risk of recurrence or death, but after a 530%-plus run this year, analysts say expectations were higher still.
China's blue-chip stocks hit the edge of a bear market as stimulus hopes fade
The CSI 300 fell as much as 1.6% Thursday, leaving it around 20% below its June high, as a soft earnings season, a consumer slump and AI jitters meet fading hopes for big stimulus from Beijing.
JPMorgan's asset arm projects 10% a year for bitcoin, then calls its own forecast premature
J.P. Morgan Asset Management's 2027 outlook gives bitcoin a 10% base case over 10 years, above its stock and gold projections, while keeping it out of its main portfolio models.