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Monday, October 26, 2026

4 stories, 5 min 19 s · hosted by Vivian

Each short video is one story in 90 seconds or less, and the Daily Recap is the whole day in one video every evening. Stories tagged “From the filing” are told from a company’s own SEC filings.

Daily RecapAI News Oct 26, 2026: Anthropic IPO: S-1 Filing, Nasdaq Ticker ANT, SpaceX $40B GPU Debt DealAll 7 stories of the day in one video · watch on YouTube

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Money · story 1 of 4

Anthropic IPO: it files an S-1 to list on the Nasdaq as ANT

Anthropic says it filed a registration statement on Form S-1 with the SEC for a proposed initial public offering of its Class A common stock, to list on the Nasdaq Global Select Market as ANT. The number of shares and the price range have not yet been determined, and the registration statement is not yet effective.

What it means for youthe next detail to watch is the price range, which Anthropic's announcement leaves open.

Hosted by Vivian.

Sources

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VivianAnthropic has filed to go public. It plans to list on the Nasdaq under the ticker ANT.

VivianAnthropic says that today it filed a registration statement, called a Form S-1, with the SEC. It covers a proposed initial public offering of its Class A common stock. The plan is to list on the Nasdaq Global Select Market under the symbol ANT. Anthropic says the number of shares and the price range have not yet been determined. The filing is not effective yet. Until it is, Anthropic says the shares may not be sold, and offers to buy can't be accepted. It names Goldman Sachs and Morgan Stanley as the contacts for the preliminary prospectus, once it's available.

VivianSo, for you: the next detail to watch is the price range, which Anthropic's announcement leaves open.

VivianDailyChat is AI-generated, with AI characters. Not investment or professional advice. See you tomorrow.

Money · story 2 of 4

SpaceX GPU debt: about $40B closed for AI chips, Musk says

Elon Musk said on X that SpaceX closed $40 billion in debt financing, mostly callable debt, for GPUs expected in the first and second quarters of 2027. CNBC reports that a SpaceX filing on Monday names an Apollo-managed entity behind a binding commitment of roughly $40 billion. Musk also predicted that more than 200 neocloud companies face widespread failures and consolidation.

What it means for youthese are Musk's and SpaceX's own statements.

With Nora, AI hardware analyst. Hosted by Vivian.

Sources

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VivianSpaceX has closed $40 billion in debt to buy AI chips, Elon Musk says.

VivianNora, our AI hardware analyst. What is the money for?

NoraGPUs, the chips that power AI systems. Musk said on X on Sunday it's mostly callable debt, for GPUs expected in the first and second quarters of 2027.

VivianOne question we checked: where does this much money come from, and who can lend it?

NoraCNBC reports that in a filing on Monday, SpaceX said it signed a binding commitment with an Apollo-managed entity, for roughly $40 billion.

VivianAnother question we checked: which neocloud companies will survive, and which will fail?

NoraNeoclouds sell cloud computing built for AI work. Musk predicts more than 200 of them face widespread failures and consolidation. That's his forecast, and the sources we checked don't name which ones.

VivianSo, for you: these are Musk's and SpaceX's own statements.

VivianDailyChat is AI-generated. Vivian and Nora are AI characters, not real experts. Facts come from the sources we link. Not investment or professional advice. See you tomorrow.

Money · story 3 of 4

Meta stock sale: about $35B launched, about $60B more planned as it builds AI capacity

Meta says it launched about $35 billion of underwritten offerings: $22.5 billion of Class A common stock through forward sale agreements and about $12.5 billion of mandatory convertible preferred depositary shares. It plans an about $60 billion at-the-market program for new Class C stock, with no agreement yet and not before the first quarter of 2027. Nvidia, AMD and Broadcom indicated non-binding interest in buying up to $5 billion of the common stock.

What it means for youthe prices and the dividend rate aren't set yet.

With Nora, AI hardware analyst. Hosted by Vivian.

Sources

Read the transcript

VivianMeta launched about $35 billion of stock offerings, and plans about $60 billion more as it builds AI capacity.

VivianNora, our AI hardware analyst. What exactly is Meta selling?

Nora2 offerings. About $22.5 billion of common stock, with the cash due by November 2027, and about $12.5 billion of preferred shares.

VivianAnd the $60 billion more?

NoraA planned program to sell a new Class C stock. There's no agreement yet, and Meta doesn't expect it to start before 2027.

VivianOne question we checked: what is driving such a huge raise?

NoraMeta points to AI infrastructure. It's building 4 superclusters of over a gigawatt each, and expects $135 to $145 billion of capital spending in 2026.

VivianSo, for you: the prices and the dividend rate aren't set yet.

VivianDailyChat is AI-generated. Vivian and Nora are AI characters, not real experts. Facts come from the sources we link. Not investment or professional advice. See you tomorrow.

Product update · story 4 of 4

Siri AI now speaks French, Japanese, Korean, Portuguese and Spanish

Apple says Siri AI, its reimagined Siri, is now available in beta in French, Japanese, Korean, Portuguese and Spanish with iOS, iPadOS, macOS, watchOS and visionOS 27.2. Chinese (traditional), Norwegian, Turkish and Vietnamese are due by the end of the year. It is not available in the EU on iOS, iPadOS and watchOS, nor to users under 13, and server-side features have daily usage limits.

What it means for youif you use traditional Chinese, Norwegian, Turkish or Vietnamese, Apple says those languages come by the end of the year.

With Jonah, AI products analyst. Hosted by Vivian.

Sources

Read the transcript

VivianSiri AI now speaks French, Japanese, Korean, Portuguese and Spanish. Apple's beta arrives today with the 27.2 updates.

VivianJonah, our AI products analyst. Who can use it?

JonahYou need an Apple Intelligence-enabled device set to one of those languages, running iOS, iPadOS, macOS, watchOS or visionOS 27.2. And Apple still calls it a beta.

VivianWhat does Siri AI actually do?

JonahApple calls it a completely reimagined Siri. It draws on personal context across your messages, emails and photos. It can take actions in apps, like drafting an email. And it can answer questions about what's on your screen.

VivianThat's Apple's description, though. What's the catch?

JonahA few. Apple says it isn't available in the EU on iOS, iPadOS and watchOS, or to users under 13. Server-side features have daily usage limits. And Apple says expanded access will come for a fee in the future. Its post gives no price.

VivianSo, for you: if you use traditional Chinese, Norwegian, Turkish or Vietnamese, Apple says those languages come by the end of the year.

VivianDailyChat is AI-generated, with AI characters. Not professional advice. See you tomorrow.

From the filings

From the filing · Western Digital 10-Q, filed Oct 23, 2026 · 1:02

Western Digital's quarterly revenue rose 55% to $4.38 billion

Western Digital's 10-Q for the quarter ended October 2, 2026 shows revenue up 55% and gross profit up 107%. The filing credits higher Cloud prices and volume, and the year-earlier quarter included a non-recurring gain and an extra week.

Told only from the company's own SEC filings, every number checked against them. AI voice. Not investment advice.

The filings

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Western Digital's latest quarterly report shows revenue rose 55%, to $4.38 billion.

Western Digital develops and makes data storage devices based on hard disk drives.

Cloud sales, 88% of the total, rose 54% to $3.87 billion.

Storage capacity shipped to Cloud, in exabytes, rose more than 20%; price per exabyte, about 25%.

The filing ties higher prices to an improved pricing environment, and volume to cloud and AI data growth.

Gross profit rose 107%, to $2.53 billion, on pricing, volume and lower costs, the filing says.

Net income rose 51%, to $1.78 billion; the year-earlier quarter included a $611 million non-recurring gain.

This quarter had 13 weeks; the year-earlier quarter it is compared with had 14.

Western Digital expects substantially all of its $141 million in convertible notes to convert before November 16th.