Purchase

The New York Times Company is discussing the acquisition of the social platform for movie lovers, Letterboxd, for approximately $330 million. The parties are in exclusive negotiations, but no agreement has been reached yet. If the deal goes through, the service may continue to operate under its own brand, and its founders may retain leadership positions.

Marvell Technology has agreed to acquire the optoelectronic component manufacturer Lumentum for $115 billion. According to Bloomberg, the deal was approved by Nvidia CEO Jensen Huang. Marvell's shares fell nearly 13% on Monday, while Lumentum's dropped almost 19%.

ARK Invest increased its positions in Coinbase by about $9 million and in Circle by $8 million over Friday and Monday. At the same time, the funds sold 342,545 shares of Bullish for nearly $8 million. All three stocks closed lower on Monday.

In the S-1 form filed with the SEC on October 26, 2026, Anthropic disclosed an option for Alphabet to purchase up to $10 billion in Class N shares at the IPO price. These shares carry no voting rights until sold to unaffiliated parties. The offering may potentially take place in November.

Strategy, the largest public holder of Bitcoin, resumed purchases after a week-long pause: 811 BTC for $65.5 million at an average of $80,846. The reserve increased to 849,327 BTC. Another treasury company, Strive, bought 124 BTC for $10 million.

Strategy plans to finance new BTC purchases through preferred shares. Saylor discusses the potential of up to $30 billion without additional issuance of common stock and without an increase in the price of Bitcoin. In Q3, the company reported a net profit of $19.53 billion.

The decline in gold prices has led to an increase in purchases by Chinese households, supporting the metal's value.

For the first time since mid-September, Strategy did not buy Bitcoin over the week and did not sell shares through the ATM program. Instead, the company repurchased 2,068,459 preferred shares of STRC for $204.9 million. The reserve remains at 848,517 BTC.

Italian company Barilla has acquired Goodles, a mac and cheese manufacturer, for $750 million in cash. The deal took place on October 23, 2026.

Marques Brownlee shares his thoughts on the foldable iPhone Duo and its $2,000 price tag.