Market-moving news for Thursday, October 22, 2026

What happened

On Tesla's Q3 2026 earnings call Wednesday evening, CFO Vaibhav Taneja said Tesla is revising its full-year 2026 capital-expenditure guidance to approximately $20 billion, down from the more than $25 billion it had previously projected, 'as a result of managing our capital deployment efficiently.' He added that Tesla has secured up to $30 billion in new borrowing facilities to support expected growth in capex but 'does not plan to make any draws under any of the new facilities in this calendar year.' Separately, Elon Musk tempered expectations for the Optimus humanoid robot: reaching an annualized run rate of 20,000 units a week (roughly a million units a year) will take 'probably at least a year, maybe a little longer,' with key design issues to be solved 'around the end of next year' — the timeframe for delivering robots to external customers. Shares, which had risen about 2% immediately after the earnings release, reversed during the call and were trading roughly 4% lower. The stock had closed Wednesday's session up 3.4% at $386.47.

What happened

The New York Times reported Wednesday that the U.S. and Israeli militaries have drawn up specific plans for renewed strikes on Iran after the Nov. 3 U.S. midterm elections: a short but intensive operation targeting Iran's nuclear facilities, missile and drone arsenals, and energy infrastructure — though some officials said refineries and oil infrastructure would be avoided to limit gasoline-price rises. The two militaries have stepped up exercises, including practice strike flights over Iraq. Defense Secretary Pete Hegseth met Israeli PM Benjamin Netanyahu in Israel this week to discuss new strikes. Separately, Axios reported dozens of Israeli Air Force fighter jets flew an operational sortie Monday about 1,300 km from Israel, near Iran's border. The U.S. buildup — three aircraft carriers, thousands of Marines, fighter jets and special-operations units — is expected to be fully in place by early November.

What happened

Anthropic is set to publicly file its S-1 registration statement with the SEC as soon as Friday, Oct. 23, according to three people familiar with the plans cited by Yahoo Finance. Anthropic filed confidentially on June 1, and SEC rules require the materials to be public 15 calendar days before a roadshow — so a Friday filing would clear the last procedural hurdle toward a roadshow starting the week of Nov. 9 and a November listing on Nasdaq, with Morgan Stanley, Goldman Sachs and JPMorgan leading. The offering would exceed SpaceX's June listing as the largest IPO in history, with Wall Street expecting a raise of up to $100 billion at around a $2 trillion valuation — though Reuters reports some investors now weigh closer to $1.5 trillion after the WSJ disclosed an $80.7 billion first-half net loss and $600B+ in compute commitments.