According to CNBC's Morning Squawk, markets fell on worries over AI-related debt loads and hotter CPI data that exceeded the 2% target for the 66th straight month. The moves underscore investor caution around tech spending and persistent price pressures.

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Apple plans to launch Apple Intelligence in mainland China in December with iOS 27.3, Bloomberg reports. The first release would include the features that reached the U.S. two years ago, but not the new Siri AI.
AWS reported Prime Day 2026 metrics including 59 trillion DynamoDB requests and made Claude Haiku 5.5 available, along with Nova 2.5 Sonic and GuardDuty RDS Protection. The updates focus on scale, cost-efficient AI models, and database threat detection.
CNBC: Sources indicate Anthropic will hand third-quarter results to institutional investors during a Wednesday session while preparing for a possible record IPO that could value the firm at $2 trillion.
Epic Games has delayed its Marvel and Star Wars shooter with Disney, which had been slated for March 2027, and told developers to switch to an “AI first” production model using tools such as Anthropic's Claude, Bloomberg reports. No new release date has been set.
Anthropic says early estimates show its new anti-distillation defenses cut the data distillers harvest from Claude by about 90-99%. It has banned tens of thousands of accounts, but says it doesn't know how long the gains will last.