Chip stocks rallied as Anthropic’s IPO filing rippled through the market, and Meta fell on plans to sell about $100 billion in stock to fund its AI build-out. Constellation Research’s Ray Wang and F/m Investments’ Alex Morris dig into the S-1 and circular financing concerns. Former Fed Vice Chair Alan Blinder previews Wednesday’s decision and Chair Kevin Warsh’s stance on forward guidance. Needham’s Laura Martin previews Alphabet and Amazon earnings and explains her Netflix call. Coca-Cola CEO Henrique Braun talks results, Fairlife and Diet Coke’s ‘fridge cigarette’ nickname. Brookings’ Darrell West explains why data centers became a midterm issue, and SoFi CEO Anthony Noto breaks down the company’s results and outlook.
Market Domination, Market Domination Overtime and Asking for a Trend are live weekdays 3-5pm ET with Yahoo Finance Host Josh Lipton.
00:00 Chips lead as Anthropic’s filing ripples through markets
00:58 Meta’s $100 billion stock sale
02:13 Oil falls below $100
03:01 Ray Wang on Anthropic’s S-1
05:45 Broadcom rides the AI wave
06:46 Circular financing concerns
07:41 The biggest IPO in history?
13:37 Alan Blinder’s Fed preview
17:02 Is energy inflation transitory?
18:35 Tech buyouts and the labor market
21:06 Laura Martin’s Alphabet earnings preview
22:21 YouTube, Gemini and proprietary data
24:09 Netflix downgrade
24:50 Amazon, AWS and Meta’s Muse
29:58 Closing bell with Jared Blikre
33:33 Oil and the dollar
34:53 Bond yields
35:40 Alex Morris on Anthropic’s S-1
38:20 Meta’s raise and circular financing
38:55 What to expect from Warsh’s Fed
41:26 Consumer confidence and energy prices
48:28 Earnings: Hilton, UPS and Coca-Cola
49:37 Coca-Cola CEO Henrique Braun
51:53 Diet Coke’s fridge cigarette nickname
58:10 Raised outlook and KFC
1:02:11 Data centers and the midterms
1:11:02 SoFi CEO Anthony Noto
1:16:32 SoFi’s 2027 and 2030 outlook
1:19:47 Go away haters
1:22:53 What to watch Wednesday
#stockmarket #anthropic #chipstocks
==
AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors.
👉 https://finance.yahoo.com/about/promos/gold/alphaspace?ncid=100003571
