Stocks rose Monday as the AI trade rebounded, with the Nasdaq up 0.82% and the S&P 500 up 0.70%. Anthropic filed publicly for a U.S. IPO under the ticker 'ANT', reporting $16.3 billion in revenue for the six months to June versus $4.6 billion for all of 2025, and a net loss of $80.7 billion through June, largely from accounting charges. Meta plans to raise about $95 billion in equity for AI infrastructure, while Elon Musk warned that debt markets have effectively cut off funding for AI data center operators without independent revenue. The week ahead includes the FOMC meeting, where a hold is widely expected and traders price roughly a 90% chance the Fed stays put, plus Q3 GDP and core PCE late in the week. Microsoft and Alphabet report Wednesday after the close; per Zacks, Microsoft's consensus calls for revenue of $90.58 billion (up 16.6%) and EPS of $4.71, while Alphabet's is $2.94 per share.
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Related tickers and likely impact
QQQ
• NeutralInvesco QQQ Trust
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | ETF |
| Close on 10/26/2026 | 712.20 |
| Change that session | +1.11% |
SPY
• NeutralSPDR S&P 500 ETF
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | ETF |
| Close on 10/26/2026 | 765.37 |
| Change that session | +0.71% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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