The Circuit Brief — The AI Trade Gets Its Nerve Back

Podcast: The Circuit Brief · The Circuit Brief

Opublikowano: 2026-10-27

Got something to say to this podcast? Send a voicemail, and you might hear yourself on the next episode! Tuesday, October 27, 2026. Stocks start the biggest week of earnings season higher: the S&P 500 gains 0.7% and the Nasdaq 0.8% as Anthropic publicly files for a Nasdaq IPO. Plus Meta's $95 billion stock raise and SpaceX's $40 billion chip debt, the neocloud sell-off, EQT's deal for Range Resources, Brazil's election hitting Nu and XP, oil easing on Iran talks, and what to watch from the Fed, Microsoft and Alphabet.