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26.10.26 - 14:36
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Anthropic Files for IPO, Plans to Trade on Nasdaq (Bloomberg)
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Anthropic PBC has filed its long-awaited IPO and is expected to begin trading on the on the Nasdaq Global Select Market under the symbol ANT. A filing with the Securities and Exchange Commission shows Goldman Sachs and Morgan Stanley lead the IPO. "Bloomberg Open Interest" has more. (Source: Bloomberg)...
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26.10.26 - 12:24
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Everyone Wants Nuclear Power, Nobody Wants Nuclear Stocks: Inside The Great Uprate Rush (ZeroHedge)
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Everyone Wants Nuclear Power, Nobody Wants Nuclear Stocks: Inside The Great Uprate Rush
On Monday, X-energy (XE) signed its second Amazon-backed reactor project in the US, a 960MW, 12-unit plant on the site of a retired AEP coal plant in Indiana. The same day, its stock sat at $10.36, the bottom of its 52-week range and 71% below its high.
That, in one sentence, is the state of the nuclear renaissance in October 2026: the customers have never been bigger, and the shareholders have never been more nervous.
Regular readers know we have been tracking the AI-nuclear trade since before Microsoft agreed to restart Three Mile Island back in September 2024, and lately we have been fixated on the growing gap between the physical market and the tickers, first in "The Nuclear Renaissance Disconnect: Utilities Plan Big While Stocks Lag" (Sept 22) and then a week later in "Uranium Term Prices Hit A Record... So Why Is Nuclear Getting Nuked?" Since then the gap has only widened. Goldman...
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26.10.26 - 08:18
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Der Montag an der Börse (MarktEinblicke)
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Die Analysten bei Goldman Sachs zeigen sich in Bezug auf den KOSPI pessimistischer, ganz wollen sie das Handtuch aber nicht werfen. Der DAX starte wenig bewegt....
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26.10.26 - 08:06
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Top bankers to gather in Hong Kong to learn how the city has been ′rethinking the playbook′ (SCMP)
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Some 280 global top bankers, including 120 group chairmen and CEOs, will gather in Hong Kong next week to learn how the city has been “rethinking the playbook” to go forward in coming years, Hong Kong Monetary Authority (HKMA) chief executive Eddie Yue Wai-man said on Monday.
The top bankers, including Morgan Stanley chairman Ted Pick, Goldman Sachs chairman David Solomon, and Blackstone president and COO John Gray, will attend the city's fifth edition of the Global Financial Leaders' Investment......
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26.10.26 - 01:06
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Goldman Sachs steps up Asia hiring as wealthy clients eye US assets for diversification (SCMP)
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Goldman Sachs is accelerating the hiring of wealth management advisers across Asia as the region's wealthy families increasingly seek to diversify into US assets after years of strong market gains, while the AI boom is creating a new generation of millionaires with growing financial planning needs.
The Wall Street bank is expanding its advisory teams in Hong Kong, Singapore and Australia, alongside specialists in areas such as trading and lending, according to Nishi Somaiya, its global co-head......
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