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Chips Rally as Anthropic Files for IPO
Anthropic has filed for IPO and chips are bouncing. Mark Gardner and Jonathan Tacadena break down what it means for markets on the MPC Markets Morning Call, 27 October 2026.
In this episode:
0:00 Intro and general advice warning
0:39 Chip stocks bounce, Tesla jumps on a Barclays upgrade
1:45 Anthropic files for IPO: share classes, voting control, the lead brokers
4:04 Losses, compute costs and convertible notes: what to look for
5:12 Zscaler: profit taken at the first target, new target above $300
6:06 Meta’s free cash flow and debt raise
7:00 Global markets wrap and the Starlink threat to…
The skinny
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