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What could go wrong? Big players in AI are lining up a series of blockbuster financing deals to pay for computing hardware
"Oracle is also trying to get its deal done as soon as this year, one of the people familiar with the matter said. The company is still having discussions with multiple potential financing partners. The financing is intended to help Oracle bridge the gap between when it has to pay …
($APLD) Applied Digital Reports Fiscal First Quarter 2027 Results
[https://ir.applieddigital.com/news-events/press-releases/detail/163/applied-digital-reports-fiscal-first-quarter-2027-results](https://ir.applieddigital.com/news-events/press-releases/detail/163/applied-digital-reports-fiscal-first-quarter-2027-results) Datacenters are still booming!
Meta And Microsoft Reportedly Trim Anthropic Reliance as Internal AI Tools Take Center Stage
From the article: > Microsoft reduced its projected internal spending on Claude by over one-third, while Meta saw internal users of Anthropic's Claude Code coding assistant drop from roughly 60,000 to 30,000. > Within the Microsoft Cloud and AI division, individual monthly AI usage caps were lowered from $100,000 down …
Wolfspeed (WOLF) Lands $1.5 BILLION Conditional Loan Commitment from Pentagon’s Office of Strategic Capital
Big government backing for Wolfspeed ($WOLF). The U.S. Department of War’s Office of Strategic Capital (OSC) just announced a $1.5 billion conditional loan commitment with Wolfspeed. Wolfspeed is a major U.S. producer of silicon carbide (SiC) materials and semiconductors, which are strategically important for power electronics, EVs, aerospace, defense systems …
What Are Your Moves Tomorrow, October 8, 2026
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ADOBE is cooked.
ADBE is cooked: free AI-built clones and a $70/month subscription don't mix (bear DD) So my Adobe bear case is pretty simple. AI is about to let a ton of indie devs and random people who are sick of Adobe's nonsense build their own version of it, for free. Look …
SPX 0 DTE short put spread
The year is 1996. You are Alan Greenspan and you are in the bathtub watching an episode of Frasier
You are head of the federal reserve and the stock market is booming. Your favourite boybands are touring the world. Life is good. The Nasdaq has just climbed to 1300. But that is just too high. All this internet talk. It's too risky. Too much too soon. It's irrational. It …
Daily Discussion Thread for October 7, 2026
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