Latest issue · Oct 26
Anthropic's IPO filing lifts the AI trade while Brazil's Ibovespa sinks 14%
Brazil's Ibovespa (-13.88%) sank after Lula won Sunday's runoff, and the real lost 6.60% against the dollar (BRL/USD -6.60%), while US stocks rose as Anthropic's IPO filing revived the AI trade. The Nasdaq 100 (+1.09%), the S&P 500 (+0.70%) at 7,676.77 and the Dow (+0.28%) at 52,361.58 advanced, with Nvidia (+2.39%) and Micron (+2.98%) leading.
Read the full issue →Inside the CIO Brief · Oct 26
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Read it free for 14 days →Previous issues
- Dow drops 652 points as oil and Treasury yields rise
- Nasdaq 100 sinks 2.9% as the AI trade unwinds, bonds rally and Brent jumps to $113
- SpaceX surges 7.8%, Netflix drops 5.3%; Meta and Tesla rise after the bell
- Small caps rip 1.65% while GM craters 6.84% and tech slips
- AI stocks roar back while 10Y yields hit 5.15% and Europe sinks
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