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Sources familiar with the matter: Iranian representatives have departed Doha, and a draft agreement aimed at ending the US-Iran war is currently being circulated.

58 minutes ago

According to Reuters, an official familiar with the talks told the news agency that Iranian negotiators left their meeting with Qatari mediators on Sunday. A draft agreement aimed at ending the U.S.-Iran conflict is being circulated, and further meetings remain possible. The official added that the walkout was not due to stalled negotiations. Iranian Foreign Ministry spokesman Bagheri confirmed that Deputy Foreign Minister Bagheri Babadi had previously exchanged information with Washington in Doha via Qatari mediation. Current consultations are still based on the "seven-step plan" Iran proposed in September. The plan's core provisions include the U.S. ending its blockade of Iranian ports, Iran reopening the Strait of Hormuz, the U.S. granting exemptions for Iran's oil exports, and lifting recent new sanctions, among others. Bagheri said the plan can now be compressed to implementation in roughly two days, provided the U.S. meets Iran's conditions. When asked whether discussions on transferring high-enriched uranium stockpiles had been held, he explicitly denied the reports. The report noted that oil prices fell nearly 4% on Monday amid optimism over the current mediation, but Iranian sources said the likelihood of a new U.S. military strike remained higher than that of a deal being reached. Chinese Foreign Minister Wang Yi and Russia's Foreign Ministry separately called for a political resolution and opposed the resumption of military operations on the same day. U.S. President Donald Trump has previously rejected Iran's original seven-step plan and stated he would not launch new attacks on Iran ahead of the midterm elections.

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Tom Lee: The crypto market has hit bottom, the AI market remains very tight, and most investors have been washed out.

Tom Lee said in an interview with CNBC: "I believe we have already hit the bottom. Many hedge fund managers tell me the famous adage: 'Catching a falling knife is dangerous, because you never know how much more it will drop.' But I think we have indeed hit the bottom, for two reasons. First, the AI market remains very tight—it is not a market with overcapacity. We see constraints such as political resistance that have prevented more capital expenditure, which has indeed slowed growth, but has not formed a peak. The second signal, in my view, is crypto thefts. The $6.3 billion loss from the Binance hack barely caused a drop in crypto prices. If crypto were a leading indicator of risk appetite, you would have seen investors being washed out to some extent, but this incident barely hurt crypto prices."

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Citrini Analyst: Lumentum's management may believe the market will crash within two to three years.

Citrini analyst Jukan commented on the Marvell-Lumentum acquisition on social media, stating the only reason Lumentum’s management agreed to the deal is their lack of confidence in the current AI development cycle, as they expect the market to crash within two to three years. Data from the BIT stock platform shows Marvell (MRVL) once dropped 6.52% at opening, while Lumentum (LITE) fell as much as 11.38%.

4 minutes ago

US stocks opened with the three major indices rising, while Oracle fell 4.1% in early trading.

According to data from the BIT Stock Platform, US stocks opened with the Dow Jones Industrial Average up 0.68%, the S&P 500 gaining 0.48%, and the Nasdaq Composite advancing 0.68%. Some storage-related concept stocks strengthened: SK Hynix (SKHY.O) rose 2.4%, Micron Technology (MU.O) added 0.3%; Oracle, which plans to issue $10 billion in bonds, dropped 4.1% in early trading; Marvell Technology (MRVL.O) will acquire Lumentum (LITE.O), with their respective share prices down 3.4% and 6.2%.

4 minutes ago

U.S. stocks opened higher, with all three major indices rallying; LITE fell more than 9% and MRVL dropped over 5%.

According to data from the BIT Stock Platform, U.S. stocks opened with all three major indexes higher: the Dow Jones Industrial Average rose roughly 0.77%, the S&P 500 gained about 0.50%, and the Nasdaq Composite increased approximately 0.65%. The CBOE Volatility Index (VIX) fell around 2.4% to approximately 18.95. SpaceX (SPCX) climbed roughly 1.4%. The optical communication sector saw mixed performance: LITE dropped over 9%, CRDO fell about 2.4%, CIEN declined around 2%, AAOI rose approximately 1.3%, and COHR traded nearly flat. For Neocloud stocks: CIFR fell nearly 4.8%, NBIS dropped over 3%, ALAB declined nearly 3%, ASTS fell around 2%, IREN decreased roughly 1%, and CRWV edged lower. The semiconductor sector had mixed results: MRVL slid over 5%, INTC fell nearly 2.8%, ARM dropped about 1.6%; NVDA gained roughly 1.4%, TSM rose approximately 1.3%, ASML notched a small gain, and AMD traded nearly flat. In the storage sector: SKHY rose nearly 2.8%, STX fell about 2.1%, and WDC and SNDK edged lower. Crypto-linked stocks: MSTR climbed nearly 2.7%, BMNR gained about 1.9%, HOOD rose roughly 1.2%; COIN dropped approximately 1.6%, and MARA edged lower.

4 minutes ago

Anthropic posted a net loss of $23.3 billion in the third quarter.

Anthropic reported a third-quarter net loss of $23.3 billion, compared with a $12.1 billion net loss in the same period last year. Its adjusted operating revenue for the three months ended September 30, 2026 rose to $2.5 billion.

4 minutes ago

Anthropic reports a 1,127% revenue surge, with committed funding totaling $895 billion.

According to SEC filing summaries, Anthropic reported third-quarter 2026 revenue of $17 billion, a 1,127% year-over-year increase. The company also posted an operating loss of $567 million, with adjusted operating income of $2.5 billion and an adjusted operating margin of 15%. Anthropic further disclosed that as of September 30 and subsequent periods, its total purchase and lease commitments amount to approximately $895.4 billion.

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