Iren jumps on Anthropic deal and CCC surges on buyout talks.
Context
What happened: Iren jumped over 5% on a reported multi-year AI cloud deal with Anthropic. CCC Intelligent Solutions surged 9.5% on reports GTCR and Elliott are in advanced buyout talks. Micron fell 2.1% and GoDaddy slipped on an RBC downgrade.
Key numbers: Iren +5%, CCC +9.5%, Micron -2.1%, GoDaddy target $95 (about 8% below Friday's close).
Why it matters: The Anthropic deal reportedly gives Anthropic cheaper, flexible GPU capacity beyond Amazon and Google. A CCC deal could be announced as soon as this week. ChangXin DRAM progress could intensify memory competition.
Market: +0.7% by next close ($103.02 on Oct 13), -12.7% YTD