ANTHROPIC IPO REPORTEDLY ON TRACK FOR NOVEMBER

Anthropic is reportedly preparing to file its S-1 registration at 9 a.m. ET Monday, with an IPO potentially taking place November 19–20, according to Fox Business.

Semiconductor stocks moved higher following the report, reflecting improved sentiment toward AI-related equities.

The key takeaway: A successful Anthropic IPO could provide a major test of investor appetite for AI valuations amid growing concerns over infrastructure spending and financing costs.
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$SPCX - SPACEX SIGNS $40 BILLION GPU FINANCING DEAL WITH APOLLO

SpaceX has entered into a binding commitment for a master finance lease with Apollo Global Management ($APO ), according to an SEC filing.

Apollo will purchase GPU pods and related equipment and lease them to SpaceX, with aggregate scheduled principal payments expected to total $40 billion.

The agreement is expected to close before year-end 2026.

The key takeaway: SpaceX is securing large-scale GPU infrastructure through lease financing, highlighting the enormous capital requirements of AI expansion.
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US NATURAL GAS FUTURES EXTEND LOSSES, PRICES DOWN 5% TO LOWEST SINCE APRIL 2026 ON HIGHER OUTPUT AND FORECASTS FOR LESS DEMAND
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*BRAZIL'S B3 CHANGES TRADING RANGE LIMIT FOR FX TO 12%
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U.S. ECONOMIC GROWTH REBOUNDS IN SEPTEMBER

The Chicago Fed National Activity Index rose to +0.07 from -0.08, signaling growth slightly above its historical trend.

Production strengthened, while employment remained flat and consumer spending and housing weakened.

The key takeaway: U.S. growth remains resilient despite mixed economic signals.
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DAN IVES SEES 80%–90% ODDS OF SPACEX–TESLA MERGER

Dan Ives reiterated Outperform on SpaceX ($SPCX ) with a $225 price target, following its $40B GPU financing deal.

He sees an 80%–90% chance of a Tesla ($TSLA ) merger by 2027, potentially valuing Tesla above $500 per share.

The key takeaway: A merger could combine Tesla's robotics and autonomy with SpaceX's AI infrastructure and computing power.

Source: Yorkville — Dan Ives
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DEMOCRATS LAY GROUNDWORK TO PROBE TRUMP'S DIESEL DEAL: AXIOS
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🇧🇷 BRAZIL'S BENCHMARK STOCK INDEX BOVESPA FUTURES EXTEND LOSSES AFTER LULA WINS, LAST DOWN NEARLY 20%
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$MSTR - STRATEGY PAUSES BITCOIN PURCHASES, REPURCHASES $205M IN PREFERRED STOCK

Strategy reported no Bitcoin purchases or sales during October 19–25.

The company continues to hold 848,517 BTC, acquired for $64.02B at an average price of $75,446 per Bitcoin.

Instead, Strategy repurchased $204.9M of STRC preferred stock, while maintaining a $4.83B cash reserve.
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🇫🇷 FRENCH 10-YEAR YIELDS DROP AS MUCH AS 10.56 BPS ON THE DAY TO 4.9158%
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ANTHROPIC FILES FOR IPO
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NTHROPIC: WE HAVE APPLIED TO LIST OUR CLASS A COMMON STOCK ON NASDAQ GLOBAL SELECT MARKET UNDER THE SYMBOL $ANT
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ANTHROPIC: WE HAVE APPLIED TO LIST OUR CLASS A COMMON STOCK ON NASDAQ GLOBAL SELECT MARKET UNDER THE SYMBOL $ANT
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ANTHROPIC FILES FOR NASDAQ IPO, REVEALS $80.7 BILLION LOSS

Anthropic has filed for a Nasdaq IPO under the proposed ticker $ANT, with Goldman Sachs and Morgan Stanley leading the offering.

First-half 2026 revenue surged to $16.3B from $1.2B a year earlier, but the company reported a staggering $80.7B net loss.
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$ANT - ANTHROPIC IPO FILING SHOWS 1ST-HALF REVENUE $16.29 BILLION, NET LOSS $80.7 MILLION
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$ANT - ANTHROPIC - DO NOT EXPECT TO PAY ANY DIVIDENDS IN THE FORESEEABLE FUTURE
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$ANT - ANTHROPIC: CONCERNS RAISED THAT ADVANCED AI SYSTEMS COULD POSE CATASTROPHIC OR EXISTENTIAL RISKS TO HUMANITY WITHOUT APPROPRIATE OVERSIGHT
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$ANT - ANTHROPIC: REVENUE GROWTH MAY NOT BE SUSTAINABLE

ANTHROPIC: RATE OF GROWTH MAY DECREASE
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$ANT - ANTHROPIC IPO COULD TARGET $2 TRILLION VALUATION

Anthropic has publicly filed for its IPO, with trading potentially beginning before Thanksgiving.

Market speculation points to a massive $100B offering at a $2T valuation, although the company has not disclosed its fundraising target.

That would surpass SpaceX's record $86B IPO, making Anthropic's listing a historic test of investor appetite for AI.
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*ANTHROPIC TO SPEND UP TO $120.5B ON SPACEXAI NVIDIA COMPUTE
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