
Intel stock fell roughly 28% Friday after guiding Q4 revenue to $15-16B against $17B expected. The AI boom is eating memory and components, pushing PC prices up. For devs buying hardware or betting on Intel capacity, the squeeze runs into 2028.
Blackstone now expects Anthropic to get a double-B junk rating after its IPO, down from a promised investment-grade rating before 2027. The reason is heavy compute spending, which has investors nervous. Expect pricier capital for the lab that powers Claude.




















