Nasdaq Selloff, Anthropic's IPO, and the DoorDash-Instacart Deal

4:515 chapters12 sources

0:004:51

About this episode

AI capex reckoning hits Alphabet, Amazon, and Intel; Anthropic files for a record-breaking IPO with $518B in compute commitments; DoorDash bets $17B on Instacart in a grocery delivery consolidation play

Chapters

Sources & Citations

Stock market today: Nasdaq futures dive as Amazon, Intel earnings rattle investors

finance.yahoo.com

Nasdaq futures tumble as Amazon, Intel results deepen AI spending woes

www.investing.com

Amazon (AMZN) Q3 2026 earnings: EPS miss, $220B capex held firm

www.cnbc.com

Google Earnings: Alphabet Misses Forecasts, GOOGL Closes Down 12.6%

www.stocktitan.net

Anthropic's IPO prospectus shows $16.3 billion in revenue, an $80.7 billion net loss, and goal of an 'age of miracles' | Fortune

fortune.com

Anthropic plans to spend up to $567 billion on compute — S-1 reveals deals with Amazon, Google, Microsoft, SpaceX | Fortune

fortune.com

Anthropic S-1: Why the $80.7B Loss Is Mostly Non-Cash | NDTV Profit

www.ndtvprofit.com

AI giant Anthropic files for an IPO that could break records | NPR

www.npr.org

DoorDash to Acquire Instacart to Help Local Stores Win (Official Press Release)

about.doordash.com

DoorDash to acquire Instacart for $17B | TechCrunch

techcrunch.com

DoorDash's $17 Billion Instacart Deal Aimed at Walmart, Amazon | Bloomberg

www.bloomberg.com

DoorDash's Instacart deal may draw FTC scrutiny amid cost-of-living concerns | Reuters via Investing.com