Stock Market Roundup: AI Deals, Boeing MAX 10, Waymo Fleet
US stocks rebound ahead of AI earnings, Nscale and Anthropic discuss a $45 billion deal, Boeing's 737 MAX 10 nears certification and Waymo targets 20,000 vehicles.
| Item | Reported figure |
|---|---|
| Nscale–Anthropic AI cloud deal (in talks) | $45 billion |
| Waymo fleet target | 20,000 vehicles |
| Eric Schmidt’s reported Anthropic stake | 1% |
| Boeing 737 MAX 10 certification announcement | Tuesday |
The stock market opened the week’s final stretch of October with a rebound, but the news flow on Monday evening was dominated by artificial intelligence financing, aircraft certification and autonomous driving. Here is what was reported.
Key takeaways
- US stocks rebounded with an AI earnings test ahead, while the euro fell on unrest in France, according to Investing.com.
- Nvidia-backed Nscale and Anthropic are reportedly in talks on a $45 billion AI cloud deal.
- OpenAI is said to be speeding up fundraising ahead of an Anthropic IPO, according to sources.
- US regulators are expected to announce certification of the Boeing 737 MAX 10 on Tuesday, according to sources.
- Waymo plans to grow its fleet to 20,000, Semafor reports.
Stock market rebounds before AI earnings
US equities recovered ground, with investors looking toward a run of AI-linked earnings reports, according to Investing.com’s market wrap. The euro slid as unrest in France weighed on the currency. The pairing is a reminder that company-specific catalysts and political risk are pulling in different directions.
For the options market, that mix usually matters most around reporting dates, when implied moves on large technology names are scrutinized. Readers tracking VIX volatility should watch whether the earnings test changes how the market prices near-term risk. Neither the direction nor the size of any such move can be taken from Monday’s reports.
Anthropic and OpenAI: capital race intensifies
Bloomberg News reported that Nscale, a company backed by Nvidia, is in talks with Anthropic on a new AI cloud computing deal valued at $45 billion. The talks are unfinalized, and terms could change or fall through. If agreed, the deal would be among the larger compute arrangements tied to an AI developer.
Separately, an exclusive report citing sources said OpenAI wants to accelerate its fundraising ahead of an Anthropic IPO. The report points to a competitive dynamic: with a rival reportedly heading toward public markets, the timing of capital raises becomes a strategic question. Anthropic has not been quoted in these reports confirming an IPO timetable.
Bloomberg also reported that former Google CEO Eric Schmidt owns a 1% stake in Anthropic. The figure offers a rare window into the shareholder base of a company that is privately held.
Boeing 737 MAX 10 nears certification
Sources said the US is set to announce certification of the Boeing 737 MAX 10 on Tuesday. Certification is a milestone for the largest variant of the MAX family, and it would affect Boeing, its airline customers and suppliers. Delivery schedules, production plans and any pricing in the options market on aerospace names are the next things to watch after the announcement. The official statement will be the confirmation to wait for, since the report relies on unnamed sources.
Honeywell sees business aviation growth
According to Investing.com, Honeywell Aerospace sees growth in business aviation driven by rising aircraft use. Greater utilization typically supports demand for maintenance, parts and upgrades, though specific forecasts were not part of the report. The comment arrives on the same day as the Boeing certification news, keeping aerospace in focus.
Waymo plans a much larger fleet
Semafor reported that Waymo plans to quintuple its fleet to 20,000 vehicles. The expansion would mark a significant scale-up for the robotaxi operator. Timing, cities and cost were not detailed in the report, and Waymo’s own confirmation will be key to watch.
Americanas exits bankruptcy
Brazilian retailer Americanas has exited bankruptcy proceedings, according to Investing.com. The exit closes a long restructuring chapter for the company and is a notable development for Brazilian credit and equity investors following the case.
What to watch next
Tuesday brings the expected Boeing announcement and the start of an earnings stretch that will test the AI trade. Confirmation or denial of the Nscale–Anthropic talks, and further detail on OpenAI’s fundraising, would sharpen the picture of how the biggest AI developers plan to fund their growth. This roundup is informational and not investment advice.
Prepared with AI assistance from public sources and reviewed under our editorial policy. Not investment advice.
