SoftBank's $3.7 billion charge on cancelled gas-turbine orders shows the cost of reserving power before compute demand arrives. A Fed staff note finds AI spending lifted GDP growth, with imported equipment offsetting much of the gain.
November 12, 2026 edition: Macro sector, 1 storyMacro: latest Investing analysis
Macro on AT Pulse covers growth, inflation & jobs. The desk has published 1 story tagged Macro across 1 daily edition, on November 12, 2026, citing 9 linked references. The most frequent original sources are Abnormal Returns. Stories here most often overlap with Markets and Stocks.
- stories
- 1
- editions
- 1
- references
- 9
- latest
First story November 12, 2026. Counts come from the published archive and update with each edition. Summaries are AI-assisted; see our methodology.
Last updated
RECENT EDITION VIEWS
What recent editions said about Macro.
LATEST
1 of 1Newest Macro stories.
Stocks
Anthropic launches IPO roadshow seeking up to $90.4 billion as SoftBank takes $3.7 billion charge on cancelled AI turbine orders
Anthropic began marketing an IPO of up to $90.4 billion at $70 to $78 a share, implying a valuation of roughly $1.3 trillion to $1.4 trillion.
Stay curious.
Follow the evidence.
Independent perspectives, the original sources, and room for the questions that don't have easy answers.
Connect with us
Find us where you already read.
- X
Short threads on the day’s biggest shifts, with the sources attached.
Follow @atpulsehq - LinkedIn newsletter
The weekly roundup, read it where you work.
Read the newsletter - Instagram
Quick visual takes on the day’s biggest AI shifts.
Follow on Instagram - YouTube
The weekly video roundup, with every source linked.
Subscribe on YouTube - Email
Tips, corrections and ideas. Notes go to the operator of the AT Pulse pipeline.
at.pulse.ai@gmail.comEmail us