ANTHROPIC said in its S-1 filing that compute — the processing power provided by chips and other hardware — is a key constraint. The company warned that if it cannot secure sufficient compute, or cannot allocate compute effectively across workloads, it may be unable to train models that remain competitive or fully serve customers. Anthropic said it is paying providers including SpaceX for compute capacity but expects demand to exceed supply in the near term.

美國財政部將於週二回購至多60億美元較長期限債券。

About 36% of S&P 500 constituents — 179 companies — will report quarterly results this week, FactSet says. Key names include Amazon, Alphabet and Microsoft, whose weightings have underpinned the index’s gains. Analysts still expect S&P 500 constituents’ Q3 earnings to rise 29.5% YoY, according to FactSet, but investors face headwinds from questions about the durability of AI-driven flows, elevated gasoline prices and bond-market volatility; tolerance for misses has narrowed and even companies that beat Wall Street estimates may not be rewarded.