Bond Yields Hit Multi-Year Highs, Anthropic Bets $518B on AI and Tech Stocks Find Their Footing

Markets

Global stocks struggled on September 29 as oil prices rose and sovereign bond yields remained near multi-year highs, reviving fears that interest rates may stay elevated. Reuters reported that bond markets are heading toward one of their worst monthly performances in years, with energy costs adding pressure.

US stock futures ticked higher as some technology shares steadied, though the gains were limited by elevated oil and yields. Reuters reported the move ahead of the market open on Tuesday.

Tech

Anthropic said it expects to spend at least $518 billion over the next decade on AI infrastructure, according to a September 29 Reuters report on the company’s filing. The spending plan is tied to agreements with six providers, many of which the filing says cannot be canceled.

The scale of the plan puts AI infrastructure costs and financing under the spotlight as Anthropic prepares for a potential public listing. The New York Times also reviewed the IPO filing and described the company’s record-scale ambitions, offering independent reporting on the document.

Sources

Reuters, The New York Times. Market and futures reports dated September 29, 2026; Anthropic filing coverage dated September 29, 2026.