Quest: Money Up, Mood Down

Oct 15, 2026 · 0:36

Juno: Anthropic's revenue more than tripled this year! Mochi: $4.7 billion in the first quarter, $16.8 billion in the third. The Rust Baron: then my chip stocks must be soaring! Mochi: they fell; Samsung 9.5%, SK Hynix 11%, SoftBank more than 9%, and Broadcom's chief says many investors have no clue, it's almost like a casino. Tock: tripled! Juno: the money went up and the mood went down.

Anthropic's revenue has more than tripled across this year, from $4.7 billion in the first quarter to $16.8 billion in the third, yet the week it told investors so, AI shares sold off: chipmakers fell sharply on Wednesday, SoftBank dropped more than 9% and Samsung 9.5% and SK Hynix 11% on Thursday, after Broadcom's chief said many investors had 'no clue' and were 'almost like they are in a casino', and hot inflation data deepened the falls.

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