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THE DAILY RECEIPTS

The Daily Receipts

Edition of 16 October 2026

This edition's sourced facts, the last close and the stock of the day — exactly as they were mailed.

Today's facts

MarketsPrimary

ASML, the sole supplier of the EUV lithography machines that print every leading-edge AI chip, posted record quarterly sales in its third quarter of 2026, with net sales reaching €11.7 billion

SourceASML Holding·Q3 2026
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EnergyPrimary

EIA's October 2026 Short-Term Energy Outlook forecasts 2026 wholesale electricity prices rising fastest of any US grid in PJM — the territory with the world's largest concentration of data centres — up 41%

SourceEIA Short-Term Energy Outlook·October 2026
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ModelsReported

Epoch AI tracked how fast OpenAI's own researchers are leaning on coding agents, priced at API rates. The median researcher's daily spend rose from under $1 in January 2026 to, by mid-August, $601 a day

SourceEpoch AI·October 2026
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LabourPrimary

MIT economist David Autor and Google researchers ran a randomized trial giving 133 patent lawyers at eleven US law firms an AI drafting assistant for three months. When the tool was then taken away and lawyers drafted unaided, junior lawyers who had used it showed no average skill gain

SourceNBER Working Paper 35720·October 2026
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CapitalReported

A new NBER working paper modeling the AI investment boom finds the five largest US technology firms' combined capital expenditure already reached, in 2025 alone, $380 billion

SourceNBER Working Paper 35290·June 2026
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Supply chainEstimate

Every AI accelerator queues for CoWoS, TSMC's advanced chip-packaging step, before it can ship. TrendForce estimates TSMC's monthly CoWoS capacity will hit a record in 2026, reaching as much as 140,000 wafers a month

SourceTrendForce·June 2026
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The last close

Mixed — 27 of 72 AI names higher, 45 lower — session 2026-10-15

Stock of the day

RDDT Reddit, +5.2% today, at 156.34
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