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 https://aimarketsignal.com/en/2026-10-18/Brad AI Market Signalen2026-10-18No US session, but the AI credit story moved from the price of money to its availability: Bloomberg's credit weekly warns CoreWeave woes could shut the AI junk market while Nscale's flagship runs six months late into a wobbling IPO; Anthropic's roadshow shows a $16.8B quarter — growth intact, slope slower, $1.5T talk now on Reuters' byline