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Anthropic Files for IPO With $16.3B in First-Half Revenue
Monday, October 26, Regular-Session CloseAll four indices rose; the strongest move was Nasdaq 100, + 1.11%.
- Nasdaq 100+ 1.11%
- S&P 500+ 0.71%
- Dow Jones+ 0.31%
- Russell 2000+ 0.45%
Anthropic filed with the Securities and Exchange Commission on Monday for a Nasdaq IPO; the shares will trade under the ticker ANT. The filing shows $16.3B in revenue for the first half of 2026, up from $1.16B a year earlier. Goldman Sachs and Morgan Stanley are leading the offering.
The net loss for the same period was $80.7B, but $72.4B of it is a non-cash charge from revaluing convertible notes and derivatives. The operating loss narrowed to $693M from $2.1B a year earlier, and the company booked $974M in operating income in the second quarter. The market read this as a demand story, not a loss story.
On Monday the Nasdaq Composite rose 0.82% to close at 26,169.38, led by chip stocks. Anthropic spent about $8.95B on computing and infrastructure in the first half, up from $2.33B a year earlier. That spending flows straight into the revenue lines of Nvidia, Broadcom and the memory makers.
Today's new development came from Nvidia. The company will invest $3B in Meta's equity offering and expand their partnership on Meta's Muse AI models. In the first tranche Meta is selling $22.5B in common stock and $12.5B in mandatory convertible preferred stock.
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On Monday the Nasdaq Composite rose 0.82% to close at 26,169.38, led by chip stocks. Anthropic spent about $8.95B on computing and infrastructure in the first half, up from $2.33B a year earlier. That spending flows straight into the revenue lines of Nvidia, Broadcom and the memory makers.
Today's new development came from Nvidia. The company will invest $3B in Meta's equity offering and expand their partnership on Meta's Muse AI models. In the first tranche Meta is selling $22.5B in common stock and $12.5B in mandatory convertible preferred stock.
Meta is down 0.3-0.4% premarket, while Nvidia is flat. Asia priced the story a day later: the Kospi rose 3.5%, triggering a brief pause in program trading, and the Nikkei gained 1.7%. SK Hynix reports quarterly results on Wednesday.
Three large names reported after Monday's close. Cadence Design Systems posted adjusted EPS of $2.11, beating the $2.09 estimate, while revenue of $1.633B came in slightly below expectations. The company raised its 2026 revenue growth outlook to 21% and its EPS guidance to $8.40.
Welltower's normalized funds from operations (FFO) rose 24.6% year over year to $1.67 per share, and it raised full-year guidance to $6.47-$6.53. Nucor's EPS of $5.80 missed the $5.98 estimate, while revenue of $11.25B beat expectations.
There is no major US economic data released or scheduled on today's calendar.
A total of 185 companies report today. Before the open, Coca-Cola posted comparable EPS of $0.91 and revenue up 7% to $13.4B; it raised its full-year profit growth outlook to at least 11% from 9-10%. Boeing, S&P Global, Corning, HCA Healthcare and Freeport-McMoRan also reported premarket; their results could not be confirmed at the time of writing.
After the close, Visa (estimate $3.50 EPS, $12.33B revenue), Seagate ($7.49, $4.18B), Robinhood ($0.57, $1.45B) and Waste Management will report.
In the last session (October 26), SPY, which tracks the S&P 500, rose 0.71%; QQQ, tracking the Nasdaq 100, gained 1.11%. DIA, tracking the Dow, added 0.31%, and IWM, tracking the Russell 2000, rose 0.45%. Tech leadership showed that Brazil's selloff did not spill over into US indices.
Premarket snapshot (as of 8:50 a.m. ET): S&P 500 futures +0.2-0.4%, Nasdaq 100 futures +0.3-0.6%. The 10-year Treasury yield is flat at about 4.99%; the dollar index could not be confirmed. Brent is up 0.3-0.5% at around $116.
The Fed will set the tone for the rest of the week. The rate decision comes tomorrow at 2:00 p.m. ET (9:00 p.m. in Istanbul), followed by the chair's press conference at 2:30 p.m. Markets expect rates to stay at 3.75-4.00%. Microsoft reports after tomorrow's close and Alphabet and Amazon on Thursday; core PCE is due Thursday at 8:30 a.m. ET (3:30 p.m. in Istanbul).
Only one line matters today: Visa's revenue after the close. A print above the $12.33B estimate would show consumer spending holding up one day before the Fed decision.
