Monday, October 26, 2026

Monday Afternoon Links

[Yahoo/Reuters] Wall St eyes best day in a month as Anthropic's IPO filing propels AI stocks 

[Reuters] Musk's grim outlook hits neoclouds as debt concerns mount

[Yahoo/Reuters] Euro falls against dollar; Brazilian real tumbles after Lula election win

[AP] Anthropic files for potentially the biggest IPO ever as CEO warns of risk to humanity from AI

[Axios] Anthropic's IPO filing outlines AI's extraordinary risks

[Yahoo/Reuters] Anthropic IPO filing to put AI investment boom to the test

[CNBC] Microsoft offers voluntary buyouts to 60,000 employees as AI leads to efficiency push

[Politico] Europe is living in a new ‘era of darkness,’ Finland’s Stubb warns

[Bloomberg] Goldman’s Pasquariello Says Tech Rout Casts Doubt on AI Trade

[Bloomberg] Citadel Securities’ Shah Says AI Trade Has No ‘Margin for Error’

[Bloomberg] Marathon’s Richards Warns ‘No Way Out’ for Beaten-Down CCC Debt

[Bloomberg] Shock Lula Win Derails $6 Billion in Equity Sales as Banks Reel

[Bloomberg] Brazil’s Richest Bankers Lose $10 Billion After Lula Victory

[NYT] Brazilian Markets Convulse After Unexpected Election Result

[NYT] Meta and SpaceX to Raise Billions More to Fund A.I. Ambitions

[WSJ] Brazilian Markets Crash After Lula’s Surprise Election Win Stuns Investors

[FT] ‘Bold but sane’: what we learnt from Anthropic’s 240,000-word IPO filing

[FT] Lula’s stunning comeback meets fiscal reality

[FT] Iran hosts regional powers for talks to prevent fresh escalation