Chipmakers Ran on Anthropic’s Filing, and the Rays Lived on a Chop

Oct 28, 2026

Welcome to Staten News — where one IPO filing showed up in two sections today, and a ground ball saved a third.

The Philadelphia Semiconductor Index rose 3.6% Tuesday for its third straight gain. The Nasdaq added 1.18% to 26,477.81, and the S&P 500 rose 0.6% to 7,722.60, within 1.2% of its record.
AMD gained 5.45% on a commitment worth more than $20 billion to supply Anthropic with MI450-based Helios systems starting in 2027. Broadcom rose 4% after DA Davidson upgraded it to Buy with a $400 target.
Boeing fell 10.69% on a $0.34 core loss per share against $0.20 expected, even with a record $745 billion backlog.
The market paid for raised guidance: UPS +5.75% after lifting its full-year EPS view to $7.28, SoFi +13.42%, Herc Holdings +22.76%.
WTI settled at $99.90, back under $100, while the 10-year Treasury yield held at 4.995%.
The Fed decides at 2 PM with a hold about 94% priced. CME FedWatch puts December hike odds at 83%. Microsoft and Alphabet report after the close.

Rays 4, Brewers 3 in 12 innings. Pinch-hitter Ben Williamson's bouncer into right field scored Nick Fortes and ended Milwaukee's eight-game postseason winning streak.
Cooper Pratt's solo homer in the top of the 12th had put the Brewers three outs from a title.
Milwaukee still leads 3-1 after a 10-1 Game 3 win built on an eight-run fifth inning. Game 5 is tonight at 8 p.m. ET on FOX.
Knicks 111, Pistons 97. New York outscored Detroit 37-13 in the third, Karl-Anthony Towns scored 27, and the Knicks are 1-3.
Cowboys 38, Eagles 21 on Monday night. Javonte Williams ran for a career-high 155 yards, the most by a Cowboy since Ezekiel Elliott in 2016.
Philadelphia finished with zero sacks, zero tackles for loss and zero quarterback hits, and fell to 2-5.

Apple announced the OLED iPad mini ($699), the M6 iMac ($1,499) and the M6 14-inch MacBook Pro ($1,999) without an event. Pre-orders open today at 10:10 a.m. Pacific, and all three ship November 6.
The M6 moves to a 12-core CPU and 12-core GPU, doubles the Neural Engine to 32 cores, and Apple claims up to 30% faster graphics than M5.
Apple's Pro and Tell event is today in Los Angeles. Bloomberg expects touchscreen OLED MacBook Pros at $2,899 for the 14-inch and at least $3,399 for the 16-inch.
Bank of America, Blackstone, Citi and Morgan Stanley committed $63 billion to a vehicle that will buy Broadcom AI accelerators and lease them to Anthropic, with deliveries starting in 2027.
Amazon's Andy Jassy says AWS is sold out through 2027, which sets the bar for Azure and Google Cloud tonight.

Reigning World Champion Andrew Hedrick won the Puebla Regional, a 2,234-player Standard event, with Dragapult.
Dragapult holds 36.64% of the Standard meta on Limitless. The next deck, Basic Box, sits at 8.85%.
Hedrick's last four results with Dragapult: 1st at Worlds, 25th at Baltimore, 145th at Louisville, 1st at Puebla.
Delta Reign sealed went flat after last week's prerelease drop. The booster box sits at $235.36 and the ETB at $105.54, and nothing moved more than 1.5% since Monday.
The 30th Celebration Classic Collection pack is unchanged at $297.48, and the Night Ultra-Premium Collection sits at $583.71.
Delta Reign and the 30th Celebration premium wave release November 6. The Build & Battle Box follows November 20.

This is not financial advice. Always do your own research.

Stay sharp. Signal over noise. — The Bandicoots 🔥