https://aimarketsignal.com/en/2026-10-22/Brad AI Market Signalen2026-10-22Capex beat cash flow, so Meta printed a new share class — plus Musk's 200k chips a month and Anthropic's $450B book https://aimarketsignal.com/en/2026-10-21/Brad AI Market Signalen2026-10-21Anthropic's draft S-1 puts an $80.7B net loss and $16.3B H1 revenue on the same page — the loss is an accounting artifact, compute burn is the cash story; Nscale's two-sided week (Microsoft walks over power, Anthropic in talks for a second $45B); Reuters exclusive: ByteDance/Alibaba/Tencent order $35B+ of Nvidia chips while the market prices the opposite