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Here's what you need to know.REVENUE: The semiconductor giant is expected to report $92.27 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Chatter: Anthropic to Cite $30 Trillion Total Addressable Market in IPO Pitch","url":"https://stock-news.laohu8.com/highlight/detail?id=2662775670","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662775670?lang=en_us&edition=fundamental","pubTime":"2026-08-26 01:00","pubTimestamp":1787677208,"startTime":"0","endTime":"0","summary":"Amazon.com-backed  Anthropic is likely to project a total addressable market of more than $30 trillion in its upcoming IPO filing, exceeding the $28.5 trillion that Space Exploration Technologies  cited in its offering, The Wall Street Journal reported Tuesday, citing people familiar with the matter.Anthropic is basing its estimate on the full scope of work that could be completed using AI models, the report said.The company is expected to release its IPO financial-disclosure documents in the next few weeks, potentially setting up a public listing as soon as September or early October, the report 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2Q Prints Point to Improving Returns on AI Spending","url":"https://stock-news.laohu8.com/highlight/detail?id=2662756450","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662756450?lang=en_us&edition=fundamental","pubTime":"2026-08-26 00:32","pubTimestamp":1787675520,"startTime":"0","endTime":"0","summary":"1232 ET - The most recent earnings cycle for hyperscalers and cloud service providers suggests that returns on artificial-intelligence investments are improving, JPMorgan analysts write in a note. \"The bottom line here is that while it may still be too early to declare victory on AI capex ROI, the green shoots are clearly evident,\" they write. Commentary from Google, Microsoft, and Amazon points to stronger demand visibility and attractive returns for incremental capacity deployments, with Amazon's commentary in particular implying that investments in servers and networking break even in two or three years. \"These trends suggest that prior capital investments may now be translating into stronger backlogs, accelerating cloud business growth, and improving cloud business profitability, though the durability of these benefits remains to be seen,\" the analysts 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Stanley: Big Tech's Off-Balance-Sheet AI Commitments Top $3.1 Trillion","url":"https://stock-news.laohu8.com/highlight/detail?id=1101297569","media":"Deep News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1101297569?lang=en_us&edition=fundamental","pubTime":"2026-08-26 00:12","pubTimestamp":1787674329,"startTime":"0","endTime":"0","summary":"Morgan Stanley has revealed that five hyperscale cloud providers, along with chip giants NVIDIA and Broadcom, have collectively pledged more than $3.1 trillion in guarantees, leases, and other 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