Bloomberg’s Tim Stenovec breaks down Anthropic's $11.6 billion contract with Akamai for AI computing power - the largest deal in Akamai's history. Plus, President Trump calls his meeting with his Chinese counterpart Xi Jinping "very productive" with little to show for it; and Microsoft steps back from the race to build a personal chatbot by merging the consumer and workplace versions of its Copilot AI assistant into one instead.

Anthropic's 3Q Revenue Reaches $16.8 Billion
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ASML Boosts Outlook as AI Chip Demand Soars
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Chip Selloff Spreads Globally, Apple Makes Smart Home Push
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