OpenAI said its annualized revenue in September was $50 billion, below the $68 billion previously reported, a revision that weighed on stocks on Thursday. The company now expects annualized revenue to reach $70 billion by the end of 2026, up 40% from September. OpenAI is also seeking to raise at least $30 billion at a $1.4 trillion valuation, after raising $122 billion in March at a $852 billion valuation.

Shares of Humana and Clover Health surged after their Medicare Advantage plans received higher federal star ratings. Two rivals’ stocks fell sharply after their plans were downgraded. The star-rating system influences both government subsidies and customer plan choices, shaping insurers’ revenue outlook.

Humana shares surged 14% after the company said 95% of its Medicare Advantage members have moved into higher-rated plans. Humana expects the shift to lift its quality bonus revenue in 2026. Meanwhile, rival CVS Health’s Aetna is facing a decline in ratings.

Applied Digital reported revenue up 322% year over year to $342M. The company also recorded a $221M continuingoperations loss over the same period. It carried $6. 4B in debt, underscoring the financial strain tied to its AI expansion.

On October 9, Bitcoin fell below $81,000, hitting a low of $80,350 on Bitstamp before rebounding to around $82,500. CoinGlass data show total crypto liquidations reached $1.09 billion over the past 24 hours, with $1.05 billion from long positions—the largest daily tally since August 21. Separately, short-term holders moved about 55,600 BTC to exchanges at a loss.

Bitcoin pulled back from the $87,000 resistance level and slid by nearly $7,000 over three trading days, briefly touching $80,400. The move was sparked by the U.S. government transferring crypto holdings, including 834 BTC, to Coinbase Prime, stoking fears of a potential sale. During the transfers, BTC fell $2,000 in 20 minutes and was down 6.9% over the period. Analysts had previously pointed to $92,000 as a target if BTC moved beyond $87,000, but selling followed instead.

Bitcoin fell 7% intraday. Over the same period, U.S. market holdings declined by 17,468 BTC, while short-term holders transferred 45,600 BTC to exchanges. On-chain data show that the shift in holdings and short-term holder activity together intensified supply pressure on the market.

South Africa’s rand strengthened on Friday and was set to break a four-week run of declines. A more than 1% rise in gold prices and a softer U.S. dollar helped support the currency. Lower oil prices also provided relief. The rand traded at 16.5275 per dollar in early dealings, up about 0.7% on the week, while the Top-40 index gained 1.4% and the 2035 benchmark bond yield fell 7 basis points to 8.795%.