2026-10-26 · Anthropic filing revives the AI trade
An IPO filing and a giant chip-financing deal pulled AI stocks back up; every fresh positive setup in the scan sits in AI infrastructure, ahead of a week packed with the Fed and big tech earnings.
The Signal
All three averages closed higher, led by tech, with the blue chips lagging and volatility easing. About twice as many stocks saw money flowing in as flowing out, but far more names are still making lower highs than higher highs. Fresh bullish turns cluster in technology and industrials; fresh bearish turns pile up in health care.
The Noise
The market read the Anthropic IPO filing and a…
The skinny
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