IPO Calendar

Michael Cembalest of J.P. Morgan Asset Management takes a wide-ranging look at the US midterm elections, the increasingly complicated financing of the AI boom and the lessons investors should have...

The Nasdaq 100 shed 7% in October as investors rotated into defensive and real-economy sectors, with Health Care at record highs and Consumer Staples posting their best month since 2000 With Q3...

France’s debt problem has no clear political owner, and Europe’s housing markets are moving in different directions.1. Crypto Giant Binance Hit by $6.3bn Hack Suspected to Be Largest in HistoryBinance...

The election can remove political uncertainty, but it cannot fix the AI financing question.Lower Oil Prices, but Tech Still Broke LowerMonday was one of those sessions where Wall Street was handed...

Agents Show Up in the Numbers Anthropic’s S-1: a profitable quarter and $637 billion of compute on order. Microsoft, Google, and Amazon are all showing acceleration in cloud growth - why are the...

This was not the market suddenly deciding artificial intelligence is a fraud. That would be far too easy. The problem is almost the opposite. AI demand is real enough that the companies building it...

US tech giants are investing hundreds of billions of dollars to develop the most advanced AI models. Meanwhile, Chinese companies are developing models with similar capabilities at a fraction of the...

5 corporate events ahead: Oracle, NVIDIA, Moderna, Anthropic, and Nike. Each could trigger significant stock-price swings AI spending concerns, earnings updates, and a potential Anthropic IPO...

On Monday morning, Anthropic filed an SEC S1 form to begin the listing process on the Nasdaq under the symbol ANT. Three topics within the filing caught our attention. Let’s start with the...

If hyperscaler earnings validate the capex cycle and Warsh manages to keep December alive without rattling the front end, this rally can grow another pair of legs.Takeaways• AI sentiment improved...