6 Oct 2026 AI, Mag7 & BTC Daily Pulse #ANTHROPIC :: Pentagon pulls the plug on Claude, Meta halves internal users and Microsoft cuts spend by over a third. Still lining up a November IPO at up to $2T. #OPENAI :: Altman says the world should accept "some bad things" for AI and the backlash was instant. ChatGPT is at 1.2B weekly users and ads are coming to image gen. $NVDA :: First record close since May puts it at $5.76T, with $6T in sight. It also added a record $150B to its buyback. $AAPL :: Admits some AT&T iPhone 18 Pro Max units lose service and need replacing, no software fix. Insiders sold $87M in a single day and iPhone Duo preorders open Oct 16. $SPCX :: Up 7.6% to $171, its highest since June, and Musk is a trillionaire again. Crew-13 hit the ISS in a record 7h 55m and a Florida gas pipeline for Starship is in the works. $TSLA :: Q3 deliveries of 486.5K beat the 462K estimate and the rally rolled on. Energy storage missed at 13.7 GWh, and Polymarket puts SpaceX merger odds at 62.5% by end of 2027. $META :: Ofcom is probing Instagram Instants and the EU wants infinite scroll and autoplay off by default. Wells Fargo still lifts its target to $1,000. $GOOGL :: Gemini 4 Argon lands with 1M token output, leading or tying 14 of 19 benchmarks. Free users get cut back from Oct 9 and Gemini 3.5 Pro fraud suits keep stacking up. $MSFT :: Melius upgrades to Buy at $665, calling it one of the "adults in charge" of AI, fresh off its best quarter since 1998. Ninja Theory layoffs and a critical Exchange flaw are the blemishes. $BTC :: Turned back at $87K for the third time as Treasury yields hit their highest in 24 years. Strategy books a $21B Q3 gain and the CFTC drafts rules for leveraged retail crypto. $AMZN :: Prime Big Deal Days are live and AWS pledges $1B to data cente