LSEG vs Polymarket

Oracle stock surges on 35% revenue growth forecast

Oracle's stock rose sharply after the company issued a long-term revenue forecast of $225 billion for fiscal 2030, implying an average annual growth rate of 35%. Analysts polled by LSEG had expected 8% growth in fiscal 2027, followed by significant acceleration. The company also committed to limiting additional funding for fiscal 2027 through 2030 to $20 billion, split evenly between equity and debt. Oracle stated that vendor financing, customer-provided hardware, and customer prepayments would reduce upfront cash requirements during the transition to positive free cash flow. The announcement eased investor concerns about debt and financing, driving the stock up approximately 11%. This news is relevant for the technology and cloud infrastructure sector, providing a positive outlook for Oracle's growth trajectory.

• Oracle forecasted fiscal 2030 revenue of $225 billion, implying 35% average annual growth.
• Oracle shares surged approximately 11% following the announcement.
• Oracle committed to limit additional funding for fiscal 2027-2030 to $20 billion, split equally between equity and debt.

Bank of America Initiates Penguin Solutions with Buy Rating

Bank of America initiated coverage of Penguin Solutions, an AI infrastructure company, with a buy rating and a $100 price target, implying about 40% upside. Analyst Wamsi Mohan highlighted the company's expertise in installing and managing large GPU/CPU clusters, which positions it well for the agentic AI boom. The bank sees sustained memory cycles through 2028 and growing demand from agentic AI as key drivers. Shares rose nearly 2% on the news. The call aligns with Wall Street consensus, as seven of eight analysts covering the stock rate it buy or strong buy. Shares have surged 266% year-to-date. This is a Pro article, so the full details may be paywalled.

• Bank of America initiated coverage of Penguin Solutions with a buy rating and a $100 price target.
• Analyst Wamsi Mohan cited Penguin's expertise in managing large GPU/CPU clusters as key for agentic AI.
• Seven of eight analysts covering Penguin Solutions rate it buy or strong buy, according to LSEG data.

LSEG Risk Intelligence launches Active Intelligence: World-Check data that learns from every signal

LSEG Risk Intelligence today announced the launch of Active Intelligence for World-Check, a new data engine designed to help banks, non-bank financial institutions, ...

Prediction Markets See Anthropic IPO Near-Certain After SEC Filing

Anthropic has moved closer to its public market debut by filing a Form S-1 with the U.S. Securities and Exchange Commission. Prediction market traders on platforms like Kalshi and Polymarket are assigning high probabilities to the AI company completing its IPO this year, with Kalshi showing a 95% chance of an official announcement. The filing reveals plans for a Nasdaq listing under the ticker symbol 'ANT'. A Wall Street Journal report indicates Anthropic targets starting trading the week of November 16, though Kalshi traders only give a 14% probability of trading beginning before then. Polymarket traders estimate a 69% chance of listing by November 20. The move marks a significant step for one of the leading AI companies, with investors now gaining insight into its financials.

• Anthropic filed Form S-1 with the SEC on Monday, October 26, 2026.
• Kalshi prediction market shows 95% odds of Anthropic officially announcing its IPO by end of 2026.
• Anthropic plans to list on Nasdaq under the ticker 'ANT'.

Polymarket CMO Fired Amid Regulatory Investigations

Polymarket, the crypto-based prediction market platform, has reportedly fired its Chief Marketing Officer Matthew Moddaber, as reported by the New York Post. Moddaber, who joined in 2024 and was the company's 11th employee, is also a co-founder of BeReal and Salad House. The firing comes amidst a string of controversies, including a Wall Street Journal investigation alleging the company hired college students to film fake videos of successful trades, prompting senators to call for a CFTC investigation. Additionally, New York Governor Kathy Hochul and Attorney General Letitia James have filed a lawsuit against Polymarket for operating an illegal gambling operation. The platform has also faced scrutiny from the New York City Council and Harvard researchers, who found suspicious trading patterns. Despite these issues, Polymarket released its first U.S. political campaign directed by Kathryn Bigelow.

• Polymarket reportedly fired CMO Matthew Moddaber, as reported by the New York Post on October 23, 2026.
• Matthew Moddaber served as marketing chief since 2024 and was Polymarket's 11th employee.
• A Wall Street Journal investigation found Polymarket hired college students to film fake trade videos, prompting senators to urge a CFTC investigation.

Kalshi launches 'King Blocker' device to mute LeBron James mentions

Kalshi, a prediction market platform, has launched a creative campaign featuring NBA player Dillon Brooks to promote its new 'King Blocker' device, which mutes any mention of his on-court rival LeBron James on electronic devices. The campaign, created by agency es muy good, includes a TV ad where Brooks uses the device to block James' name and nicknames. Kalshi is offering the physical device as a giveaway via a dedicated microsite, marking the first time the brand has released a tangible product alongside a campaign. The campaign runs for eight days across TV, streaming, and social platforms, starting with the NBA Tip-Off. Kalshi has grown significantly in 2026, with analysts estimating its valuation could approach $42 billion, and competes with other prediction markets like Polymarket. The brand emphasizes it does not allow trading on global conflicts.

• Kalshi launched the 'King Blocker' device to mute LeBron James mentions, promoted by NBA player Dillon Brooks.
• The campaign was created by agency es muy good.
• The King Blocker is a real physical device offered via giveaway on a dedicated microsite.