30 September 2026 AI, Mag7 & BTC Daily Pulse #ANTHROPIC :: Leaked S-1 steals the Sonnet 5.5 spotlight with a $2T+ IPO target, a $42B 2025 net loss, $518B in compute commitments and pages of existential risk warnings. #OPENAI :: DevDay brings 24/7 Dots agents and GPT-6.1 Sol, near Astra quality at a fifth of the price. GPT-6.1 Astra is shelved over safety, the IPO waits past 2026 and a $30B raise at $1.4T is in talks. $NVDA :: Adds a record $150B to its buyback ($235B through FY28) and launches an agent safety platform. DeepSeek and Huawei's open Ascend tooling takes direct aim at CUDA in China. $TSLA :: Lines up $30B of undrawn credit for $25B+ in capex. FSD wins Croatia (8th in Europe) but the EU vote slips to December, and Q3 deliveries are seen down 7% YoY. $SPCX :: Starship reaches orbit for the first time and deploys 26 Starlink V3s despite an engine shutdown. Anthropic's up to $84.5B compute deal and TD Cowen's $200 target back the AI compute story. $META :: Launches Meta Enterprise Platform under former MongoDB CEO CJ Desai plus Muse for Small Business, with the stock on pace for its best month since 2013. Muse leaking a seller's address is the trust flag. $AAPL :: Apple Pay goes live in India and iPhone 18 Pro sales open 12% higher in China. A $5.7B patent verdict (Apple will appeal) and BofA's Muse warning weigh as CEO Ternus pushes a leaner, faster Apple. $BTC :: Holds $83K, up about 43% in Q3 for its best quarter since late 2024 on nine straight days of ETF inflows. Profit taking at a 2026 high and 10Y yields at 2007 levels cap the upside. $MSFT :: Rebuilds Copilot around Home, Code and Autopilot and pulls OpenAI's Dots into Agent 365. Reports that human contractors review Copilot photo edits and prompts add a privacy overhang. $GOOGL :: Appeals EU orders to