Good morning.
The Fast Five → Anthropic's massive and wild IPO prospectus, Fed to hit pause on rate hikes, Brazilian markets plunge, DoorDash circles deal to buy Instacart, and Goldman’s $210B day of deals driven by AI financing fever…
📌 How to get a pre-IPO stake in Anthropic →
(from Weiss Ratings)
Calendar: Full Calendar »
Today:
CB Consumer Confidence, 10A
Tomorrow:
Fed Interest Rate Decision, 2:00P
FOMC Statement, 2:00P
FOMC Press Conference, 2:30P
Your 5-minute briefing for Tuesday, October 27:
Market Wrap:
Futures: Dow -8, S&P flat, Nasdaq +0.1%
Mon: Dow +146 (+0.3%), S&P +0.7%, Nasdaq +0.8%
Tech stocks led Monday's market rally
Anthropic's IPO filing boosted AI sentiment
Tesla surged 5%, while Nvidia gained 2%
Fed begins its two-day policy meeting Tuesday
Focus shifts to Coca-Cola, Robinhood, and Boeing earnings
EARNINGS
Here’s what we’re watching this week:
Today: *Boeing $BA ( ▼ 0.02% ), *Coca-Cola $KO ( ▼ 0.01% ), *JetBlue $JBLU ( ▼ 9.71% ), *PayPal $PYPL ( ▼ 3.56% ), *UPS $UPS ( ▼ 0.73% ), Robinhood $HOOD ( ▼ 2.35% ), Visa $V ( ▼ 0.92% )
WED: Chipotle $CMG ( ▲ 3.23% ), Ford Motor $F ( ▼ 0.17% ), Microsoft $MSFT ( ▲ 1.54% )
Alphabet $GOOGL ( ▼ 1.07% ) - $3.00 EPS (+4.5% YoY) on $127.9B revenue (+24.9% YoY)
THU: *Eli Lilly $LLY ( ▲ 0.45% ), Intel $INTC ( ▲ 4.04% ), Roblox $RBLX ( ▲ 2.8% ), Starbucks $SBUX ( ▲ 1.88% ), Strategy $MSTR ( ▼ 4.24% )
*Caterpillar $CAT ( ▲ 0.99% ) - $7.03 EPS (+42% YoY), on $20.7B revenue (+17.6% YoY)
Amazon.com $AMZN ( ▲ 0.44% ) - $1.96 EPS (+0.05% YoY) on $202.2B revenue (+12.2% YoY)
FRI: *Chevron $CVX ( ▼ 0.52% ), *Exxon $XOM ( ▲ 0.73% )
Forget SpaceX … This Could Be the
Biggest IPO in History
The biggest IPO in history could be days away.
Experts are saying Anthropic is already worth $3 trillion.
That’s more than every American airline … COMBINED.
And bigger than the entire US defense budget.
Goldman Sachs, JPMorgan and Morgan Stanley are scrambling to get in.
Even Singapore, Qatar and the UAE are investing.
You can get in on the action too … if you hurry.
- A sponsored message from Weiss Ratings -
HEADLINES
Equities end higher as Anthropic’s IPO filing buoys AI stocks (more)
Fed to hit pause on rate hikes, but maybe not for long (more)
Brazil stocks, real tumble as Lula win shifts investor focus (more)
US, Canada working on deal to ease steel, auto tariffs (more)
Oil eases on Middle East diplomacy hopes (more)
Anthropic’s IPO filing sheds new light on who stands to make money (more)
DoorDash circles deal to buy Instacart (more)
SpaceX enters $40B deal with Apollo for AI chip financing (more)
Meta announces $95B offering to fund AI (more)
CoreWeave, AI landlord stocks sink to lowest levels in more than a year as the price of insuring CoreWeave’s debt doubles (more)
Musk's grim outlook hits neoclouds as debt concerns mount (more)
JetBlue rebounds after it vows to return to profitability (more)
HSBC cuts global equities to ‘neutral’ on Middle East, AI risks (more)
Microsoft offers voluntary buyout to 60,000 employees (more)
S&P Dow Jones partners with Kalshi for index-based events contracts (more)
Verizon lifts outlook, inks Amazon deal worth more than $2 billion (more)
DEALFLOW
M+A | Investments
EQT to buy Range Resources in $13B deal to create top US gas producer
Ovintiv to buy Logan Energy for $890M, expanding Montney oil position
Intel to buy Israeli startup Classiq in quantum computing push
Unconventional AI buys Israeli chip startup NeuReality
DigitalXForce receives investment from Arsenal Growth Equity
Albert receives investment from Applied Ventures
VC
Flapping Airplanes, a developer of compute-efficient AI training software and chip optimization infrastructure, raised $1B in Series A funding
Pathos AI, a clinical-stage AI and technology drug development company, raised $237M in Series E funding
Star Therapeutics, a biotechnology company discovering and developing new therapies for diseases with unmet need, raised $200M in private financing
Tractian, a Physical AI platform for asset-heavy industries, raised $130M in Series D funding
Nevis, an AI operating system for wealth management, raised $70M in Series B financing
Hexagon Bio, a biopharma company providing new payload mechanisms for antibody-drug conjugates, raised $62M in Series C funding
Nirva, a developer of wearable AI personal companions, raised $25M in initial funding
Kivo Health, a virtual pulmonary rehabilitation and telehealth platform, raised $10M in Series A funding
PreScalar, a provider of software and testing infrastructure for manufacturing, raised $7M in Seed funding
DropGenie, a functional biology company generating decision-ready discovery data from patient-derived cells, raised $5M in Seed+ funding
Colare, a simulation-based technical assessment platform for hardware talent screening, raised $2.5M in Pre-Seed funding
CRYPTO
BULLISH BITES
🌎 Elon Musk is back at the center of everything.
📊 The ‘buy, borrow and die’ wealth strategy has become a $5 trillion market.
⭐️ Hollywood’s AI debate gets a star-studded cast.
💰 The superrich are buying $100 million mansions just to tear them down.
DAILY SHARES
Have feedback or a suggestion?
💌 Send us a message
*sponsored message
Disclaimer: Market Briefing© is a news publisher. All statements and expressions herein are the sole opinions of the authors or paid advertisers. The information, tools, and material presented are provided for informational purposes only, are not financial advice, and are not to be used or considered as an offer to buy or sell securities; and the publisher does not guarantee their accuracy or reliability. Please conduct your own research and consult an independent financial adviser before making any investments. Neither the publisher nor any of its affiliates accepts any liability whatsoever for any direct or consequential loss howsoever arising, directly or indirectly, from any use of the information contained herein. Assets mentioned may be owned by members of the Market Briefing team.







