Edition, 18 stories.

Evening NOISE, Oct 26

Business, 17:45, 5 sources.

Anthropic files S-1 for IPO, revealing growth and risks

Anthropic filed its S-1 prospectus for a Nasdaq IPO under the ticker ANT, with a listing planned for next month. The filing shows revenue rose from $4.6bn last year to more than $33bn in the nine months to September, but warns that five customers accounted for 25% of revenue and that growth could stall. It also details over $800bn in compute commitments through 2045 and a governance structure that leaves ordinary shareholders little control, and says its technology may pose 'catastrophic or existential risks to humanity.' Wired reported the filing redacts key figures, including third-quarter financials and lease terms, creating information gaps for investors.

Signal read, busy. A cleft toward the sea. Illustration: NOISE.

Reporting used

FT‘Bold but sane’: what we learnt from Anthropic’s 240,000-word IPO filing WiredWhy Anthropic’s IPO Prospectus Is Missing So Many Key Figures

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Signal read

Busy

Elections and AI-driven corporate moves dominate, with legal and financial stress points.

Oct 20, Tense. Oct 21, Tense. Oct 22, Tense. Oct 23, Tense. Oct 24, Tense. Oct 25, Tense. Oct 26, Busy, latest.

Oct 20Oct 26

Markets	Last	Change
S&P 500 close	7,676.77	+0.70%
Dow close	52,361.58	+0.28%
Nasdaq close	26,169.38	+0.82%
CRWD	261.83	+1.65%
AMZN	249.09	+0.44%
SPCX	146.9	-0.40%

Political polls

Snapshot Oct 26, 2026, 17:45 ET

Refreshed with Evening NOISE. Source dates appear with each reading. Some sources are unavailable.

Election forecasts

Published probabilities, separate from polling vote shares.

Race to the WH

2026 Senate Election Forecast

Outcome	Probability	Source date
Florida Senate Republican win	81.0%	Oct 26, 2026
Louisiana Senate Republican win	86.9%	Oct 26, 2026
Minnesota Senate Democratic win	88.7%	Oct 26, 2026
Montana Senate Republican win	76.7%	Oct 26, 2026
Nebraska Senate Republican win	69.6%	Oct 25, 2026
North Carolina Senate Democratic win	93.4%	Oct 26, 2026
Ohio Senate Democratic win	69.1%	Oct 26, 2026
South Dakota Senate Republican win	90.3%	Oct 26, 2026
Texas Senate Democratic win	75.4%	Oct 26, 2026

Sources and checks5 publishers, 5 individual polls

Recent individual polls

Texas Senate

James Talarico 47.6%
Ken Paxton 45.2%
Ted Brown 1.4%

Individual poll from VoteHub, Oct 23, 2026. Pollster: VoteHub/Verasight.

Field dates Oct 1, 2026 to Oct 20, 2026. Population: LV. Sample: 601.

Texas House

Vicente Gonzalez 50.0%
Eric Flores 43.0%
Eddie Espinoza 2.0%
Chris Royal 1.0%

Individual poll from VoteHub, Oct 23, 2026. Pollster: The Washington Post/George Mason University Schar School of Policy and Government.

Field dates Oct 14, 2026 to Oct 19, 2026. Population: LV. Sample: 626.

Texas Senate

James Talarico 51.0%
Ken Paxton 47.0%
Ted Brown 2.0%

Individual poll from VoteHub, Oct 23, 2026. Pollster: Slingshot Strategies. Sponsor: Texas Public Opinion Research.

Field dates Oct 15, 2026 to Oct 18, 2026. Population: LV. Sample: 969.

New Hampshire House

Stefany Shaheen 46.0%
Anthony DiLorenzo 42.0%

Individual poll from VoteHub, Oct 23, 2026. Pollster: Saint Anselm.

Field dates Oct 19, 2026 to Oct 20, 2026. Population: LV. Sample: 861.

New Hampshire House

Maggie Goodlander 54.0%
Lily Tang Williams 38.0%

Individual poll from VoteHub, Oct 23, 2026. Pollster: Saint Anselm.

Field dates Oct 19, 2026 to Oct 20, 2026. Population: LV. Sample: 861.

Forecast targets

Race to the WH, 2026 Senate Election Forecast

Florida Senate Republican win: florida-senate-republican-win (R)
Louisiana Senate Republican win: louisiana-senate-republican-win (R)
Minnesota Senate Democratic win: minnesota-senate-democratic-win (D)
Montana Senate Republican win: montana-senate-republican-win (R)
Nebraska Senate Republican win: nebraska-senate-republican-win (R)
North Carolina Senate Democratic win: north-carolina-senate-democratic-win (D)
Ohio Senate Democratic win: ohio-senate-democratic-win (D)
South Dakota Senate Republican win: south-dakota-senate-republican-win (R)
Texas Senate Democratic win: texas-senate-democratic-win (D)

Publisher checks

VoteHub, Available.

Source date: Oct 23, 2026. Last attempt: Oct 26, 2026, 17:45 ET. Last successful check: Oct 26, 2026, 17:45 ET.

VoteHub polling data, CC BY 4.0.

Decision Desk HQ, Headline values unavailable.

Source date: Oct 4, 2026. Last attempt: Oct 26, 2026, 17:45 ET. Last successful check: Oct 04, 2026, 17:45 ET. Latest check did not return a usable dated reading.

270toWin, Available.

Source date: Oct 21, 2026. Last attempt: Oct 26, 2026, 17:45 ET. Last successful check: Oct 26, 2026, 17:45 ET.

Race to the WH, Available.

Source date: Oct 26, 2026. Last attempt: Oct 26, 2026, 17:45 ET. Last successful check: Oct 26, 2026, 17:45 ET.

Economist/YouGov, Available.

Source date: Oct 20, 2026. Last attempt: Oct 26, 2026, 17:45 ET. Last successful check: Oct 26, 2026, 17:45 ET.

Source-check times describe acquisition. They don't change a poll's field dates or a publisher's reading date. NOISE doesn't combine publishers' averages or calculate election forecasts.

U.S., 3 stories

Trump takes a football-star campaign swing to Texas as his coalition erodes; the DOJ hits Comey with a third charge while a judge calls his daughter's firing illegal; USDA bets on chip cards to fight SNAP skimming.

17:35 Trump enlists football stars as poll shows coalition eroded President Trump will campaign in Texas with former football stars Johnny Manziel, Colt McCoy, and Danny Amendola in the final week before the midterms. A new CNBC All-America Economic Survey shows his 2024 coalition has weakened: net approval among Latino voters fell from -22 to -38, and among 18- to 34-year-olds from -28 to -53. Voters worry Congress will not do enough to bring down prices, and 44% cite fear that Trump would operate beyond his constitutional power if Republicans win Congress. Lower Republican interest in the election could hurt turnout in tight races.

4 sources

Reporting used

AxiosScoop: Trump enlists football stars for final midterm push in Texas CNBCThe arc of Trump: How the president lost the coalition that put him in the White House

Related coverage

17:43 DOJ charges Comey again as judge rules daughter's firing illegal DOJ charged former FBI Director James Comey for a third time Monday, accusing him of knowingly communicating national defense information to an unauthorized person and conspiring to do so. The complaint came to light hours after a federal judge ruled that the department illegally fired Comey's daughter, Maurene Comey, a former Manhattan federal prosecutor, ordering back pay and her reinstatement if she chooses. The judge wrote that the DOJ invented a new theory of executive power, and the department said it would appeal. Comey also faces a pending indictment over an alleged threat to President Trump after his first case was dismissed.

3 sources

Reporting used

CNBCDOJ charges ex-FBI Director James Comey in new case NPRJudge says DOJ illegally fired the daughter of former FBI director Comey

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14:41 Trump administration proposes chip-enabled food assistance cards to fight fraud The Trump administration is proposing a rule that would require all states to issue chip-enabled EBT cards for SNAP recipients and require retailers to accept tap-to-pay payments. The USDA says the change would combat card skimming, which has stolen hundreds of millions of dollars from food assistance recipients in recent years. Fewer than a third of states have already made the switch, and chip cards are about 10 times more expensive to produce than magnetic-stripe cards. The public has 60 days to comment before the USDA finalizes the rule, which it estimates would reduce stolen benefits by at least $1.5 billion over the next decade.

1 source

Reporting used

NPRTrump administration pushes for food assistance card upgrade to fight fraud

World, 3 stories

Lula won Brazil's runoff but faces a contested result, Israel heads to the polls under the weight of Oct. 7 and its wars, and Machado's return revives Venezuela's opposition. A region in flux.

17:02 Lula wins Brazil election as Bolsonaro contests result Luiz Inácio Lula da Silva won a fourth term as Brazil's president, defeating Flávio Bolsonaro in Sunday's runoff and becoming the first candidate to lose the first round and win the second. Bolsonaro refused to concede and moved to annul the result over a last-minute extension of voting hours. Lula's victory interrupts a wave of right-wing presidential wins across Latin America and preserves a major counterweight to US influence, though nearly half of Brazilian voters backed his opponent.

6 sources

Reporting used

AxiosLula beats Bolsonaro to win Brazil presidential election GuardianLula miraculously beat the Brazilian far right and Donald Trump. But have no doubt: the region is still in peril | Jordana Timmerman

Related coverage

16:43 Israel votes in election shaped by fear and division Update Israelis head to the polls Tuesday in their first parliamentary election since the Oct. 7, 2023, attack, with Prime Minister Benjamin Netanyahu facing centrist challenger Gadi Eisenkot. Neither bloc appears likely to win the 61 Knesset seats needed for a majority, so weeks of coalition negotiations may follow. The vote is widely viewed as a referendum on Israel's security failure and its direction amid wars with Iran and in Gaza. The result will also test the influence of US President Donald Trump, who endorsed Netanyahu.

2 sources

Follow-up to Israeli Jews face election shaped by fear and division, October 26

Reporting used

WSJWhat’s on the Line as Israelis Prepare to Vote AxiosTrump allies fall in two elections as Netanyahu faces next test

17:03 María Corina Machado returns to Venezuela to push for elections Opposition leader María Corina Machado returned to Caracas on Oct. 25 after nearly 11 months abroad, vowing to press for new presidential elections in 2027. A September poll found she would win 61% of the vote against interim President Delcy Rodríguez, who has run the country since Nicolás Maduro was overthrown by U.S. forces in January. Machado plans to campaign across all 23 states, but faces threats from government officials and relies on private security. Her return revives opposition hopes even as questions persist over whether the government will allow a free vote.

4 sources

Reporting used

WSJWhat María Corina Machado’s Return Means for Venezuela

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Germany, 2 stories

Audi's CEO faces criticism in Germany for appearing with Trump to unveil a $4bn US factory, as youth groups expect 130,000 at Saturday protests against austerity and conscription.

11:16 Audi boss faces German fury after Trump rally unveils $4bn US factory Audi CEO Gernot Döllner appeared alongside Donald Trump at a campaign rally in Georgia and announced a $4bn investment in the company's first US factory, in Macon, creating 4,500 jobs. The appearance drew sharp condemnation in Germany, where VW works council head Daniela Cavallo and IG Metall chief Christiane Benner accused Döllner of breaching Audi's political neutrality rules and joining a 'propaganda show.' The investment comes as Volkswagen plans to cut up to 100,000 jobs and close German plants, while Audi has faced an estimated €1.2bn annual hit from US tariffs.

2 sources

Reporting used

GuardianAudi boss under fire in Germany for Trump rally appearance DWGermany news: Audi boss slammed over Trump rally appearance

11:32 German Gen Z groups expect 130,000 at Halloween protests Young people are set to march in at least 23 German cities on Saturday, October 31, in nationwide demonstrations organized by the youth alliance Gen Z Regelt. Organizers say more than 130,000 people have registered for protests focused on education, health, climate action, affordable living, and opposition to conscription and austerity. Federal and state security authorities are monitoring the events, and some government leaders have warned of possible violence, while opposition politicians defend the right to peaceful protest. The rallies follow years of youth-led campaigns in Germany, including climate strikes and anti-conscription protests.

1 source

Reporting used

The LocalHuge turnout expected at German 'Gen Z' protests on Halloween

Business, 2 stories

Intel moved to buy Classiq for an undisclosed sum, while DWS imposed a 10% cap on redemptions at its flagship property fund, a stark sign of the strain on German open-ended real estate.

16:01 Intel to buy Classiq in quantum computing push Intel agreed to acquire Classiq Technologies, an Israeli startup that makes software for testing quantum code across hardware types, for an undisclosed price. Intel said the deal, expected to close in the first half of 2027, will make its quantum computing group a full-stack business. The acquisition builds on Intel's decade-long work on silicon-based spin qubits as it seeks to keep pace in a nascent field drawing interest from large technology companies.

1 source

Reporting used

BloombergIntel to Acquire Startup Classiq in Quantum Computing Push

14:16 DWS limits flagship property fund redemptions to 10% DWS, Deutsche Bank’s asset manager, said it will honour just 10% of redemption requests at its flagship property fund starting Tuesday, cancelling 90% of each investor’s withdrawals. The €4.3bn Grundbesitz Europa fund has lost more than 10% of its net asset value this year amid an investor exodus from Germany’s open-ended property funds, which have seen almost €18bn in outflows since the start of 2024, according to Bundesbank data. The restrictions, provisionally in place for 12 months, aim to preserve liquidity and avoid fully suspending redemptions; investors can sell shares on the Stuttgart stock exchange at roughly half their official redemption value.

1 source

Reporting used

FTDWS to honour just 10% of redemption requests at flagship property fund

Tech, 4 stories

Microsoft's 60,000-employee buyout offer is this week's real tech story, a signal that AI efficiency is now job math; Apple's Siri update and Instagram's long-video test are quieter bets.

16:04 Apple releases iOS 27.2 with Siri AI updates and new languages Apple released iOS 27.2 and matching system updates on Oct. 26, bringing Siri AI conversation recall, broader data sources, app exclusions, granular response selection, and support for French, Japanese, Korean, Portuguese, and Spanish. The Siri AI features are available on iPhone 16 models and later, plus the iPhone 15 Pro and Pro Max, while all iPhones get other changes such as SynthID watermarking and Shared Albums caption edits. The update also adds Apple Pencil support to the iPhone Duo foldable, and similar Siri AI features rolled out to macOS, watchOS, and visionOS. Siri AI remains unavailable in Europe and mainland China.

5 sources

Reporting used

EngadgetApple adds more Siri AI tools in its 27.2 system updates, out today ArsApple releases iOS and macOS 27.2 with new Siri AI features, new Music logo

Related coverage

16:44 Microsoft offers buyouts to 60,000 employees in AI efficiency push Microsoft is offering voluntary buyouts to about 60,000 employees in the US, Canada, India, and the UK, with decisions due in early December and departures set for Dec. 31. The offer covers roughly 27% of Microsoft's 223,000-person workforce and is part of the company's push to use AI to improve efficiency while balancing heavy data-center spending, which Microsoft said should exceed $50 billion in the September quarter. It follows earlier layoffs of 4,800 employees and a voluntary retirement program.

2 sources

Reporting used

CNBCMicrosoft offers voluntary buyouts to 60,000 employees as AI leads to efficiency push VergeMicrosoft offers buyouts to 60,000 employees

16:16 Proton to re-interview staff on AI use, affecting jobs Proton told staff on Monday it will re-interview employees across the company about their AI use, and the assessments will inform decisions about roles, responsibilities, and continued employment. The interviews will take place between November 4 and 11 and will be conducted by leaders outside employees' own teams. They follow CEO Andy Yen's interviews with more than 40 senior engineering and product leaders, as Proton pushes AI-centered products like its Lumo chatbot. The process ties AI skills to job security at the privacy-focused company.

1 source

Reporting used

404Proton To ‘Re-Interview’ Staff About AI To See Who Gets To Keep Their Job

17:05 Instagram tests 90-minute videos in challenge to YouTube Meta-owned Instagram is testing video uploads up to 90 minutes long through a new format called Features, expanding the test from Brazil to the U.S. It is also testing Clips as Reels, which turns long-form content into Reels linked to the full video. The move challenges YouTube, where the Partner Program gives creators 55% of ad revenue and the platform has paid out more than $100 billion over four years. Meta said it is exploring ways for creators to earn from brands, fans, and Instagram, including performance-based incentives.

1 source

Reporting used

TCWatch out, YouTube; Instagram goes from short-form to 90-minute videos

Sports, 3 stories

Kirk Cousins keeps the Raiders' starting job despite a four-game skid, while Ole Miss loses running back Kewan Lacy for the Auburn game and Lindor takes the Roberto Clemente Award.

16:57 Cousins remains Raiders' starting QB vs. Jets, Kubiak says Kirk Cousins will remain the Las Vegas Raiders' starting quarterback for Sunday's road game against the New York Jets, coach Klint Kubiak said Monday, adding there is no controversy around the position. Kubiak's declaration follows a 35-21 loss to the Los Angeles Rams that extended the Raiders' losing streak to four games and dropped them to 3-4. Cousins leads the NFL with 16 touchdown passes and ranks third with 1,877 passing yards. Backup Fernando Mendoza, the No. 1 pick and Heisman Trophy winner, will not start this week but is expected to play at some point.

1 source

Reporting used

ESPNKirk Cousins to remain Raiders' starting QB vs. Jets, Klint Kubiak says

14:59 Ole Miss running back Kewan Lacy out with dislocated shoulder Ole Miss running back Kewan Lacy will miss Saturday's game against Auburn after dislocating his shoulder in last weekend's loss to Texas. Coach Pete Golding said Lacy is undergoing MRIs and the injury is different from one that sidelined him earlier this season. Lacy has rushed for 388 yards and five touchdowns this year after earning All-America honors with 1,567 yards and 24 touchdowns last season. Makhi Frazier, who has 301 rushing yards, is expected to lead the backfield, with Shekai Mills-Knight also seeing a bigger role.

1 source

Reporting used

ESPNOle Miss RB Kewan Lacy out after dislocating shoulder

13:24 Mets' Francisco Lindor wins Roberto Clemente Award New York Mets shortstop Francisco Lindor has won Major League Baseball's Roberto Clemente Award for his humanitarian work. The five-time All-Star, who will receive the award before Game 3 of the World Series on Monday night, is the fifth recipient of Puerto Rican descent. Lindor and his wife, Katia, have supported children's and disability charities, funded school supplies in Queens, and donated more than $1 million to build Lindor Hall at Montverde Academy. The award honors the late Roberto Clemente, killed in 1972 while delivering supplies to earthquake victims in Nicaragua.

1 source

Reporting used

ESPNMets' Francisco Lindor wins Roberto Clemente Award