---
title: "☕️ [Task Coins Giveaway] Daily Market Talk — Nvidia and Chips Rally as Anthropic Files for Its IPO"
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000955883.md"
description: "Every stock in the Philadelphia chip index rose as Anthropic filed for its IPO, and Tesla jumped on a SpaceX merger bet. At home, the banks slipped. Let's dig in 👇💬 Anthropic's filing lifted every chi..."
datetime: "2026-10-27T02:55:46.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000955883.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000955883.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000955883.md)
author: "[Captain's Watch](https://longbridge.com/en/profiles/24747427.md)"
generator: "portal-rs"
---

# ☕️ [Task Coins Giveaway] Daily Market Talk — Nvidia and Chips Rally as Anthropic Files for Its IPO

Every stock in the Philadelphia chip index rose as **Anthropic filed for its IPO**, and Tesla jumped on a SpaceX merger bet. At home, the banks slipped. Let's dig in 👇

**💬 Anthropic's filing lifted every chip stock. Is this the bottom, or just a bounce before the Fed?**

## 📊 Quick Recap — What Moved & Why

### 🇺🇸 US — Anthropic Lifts the Chip Trade

**🔑 Key Event:** $NVIDIA(NVDA.US) closed **+2.39%** and the chip index **+2.82%** after Anthropic filed for a Nasdaq IPO, showing first-half revenue of about $16.3 billion. $Broadcom(AVGO.US) **is its biggest named compute supplier, at $161 billion.**

**👀 Other to Watch**

-   $Dow Jones Industrial Average(.DJI.US) **+0.28%**, $S&P 500(.SPX.US) **+0.70%**, $NASDAQ Composite Index(.IXIC.US) **+0.82%**, after back-to-back weekly losses.
-   $Tesla(TSLA.US) → **+5.21%** to a three-month high after Barclays upgraded it, citing a possible SpaceX merger.
-   $Meta Platforms(META.US) → **-1.88%** after launching a $35 billion share sale toward a planned $95 billion raise.
-   **Memory** → $SK Hynix(SKHY.US) **+4.09%** as memory stocks rebounded; $Seagate Tech(STX.US) reports Wednesday morning.
-   **Big Tech** → $Microsoft(MSFT.US), offering buyouts to about 60,000 staff, and $Alphabet(GOOGL.US) report after the Fed; $Amazon(AMZN.US) Friday.

> @amit : AI stocks are getting relief because Anthropic looks like it will have enough cash to pay its bills.

> @Paradi Lab : Bounces are mainly less urgent selling rather than buyers buying, but this unwind feels close to the end.

> @CLuo : Believing in Tesla's future doesn't mean ignoring delays; management still needs to prove the thesis.

### 🇸🇬 Singapore — Banks Slip, Factories Cool

**🔑 Key Event:** The $FTSE Straits Times Index(STI.SG) closed Monday **-0.12%** at 5,415.91, with $UOB(U11.SG) **-0.70%** leading the banks lower, and is edging lower this morning. $DBS(D05.SG) **reports first, on 5 November.**

**👀 Other to Watch**

-   **Factories** → September output growth slowed to 3.4% as pharma slumped, while chip-equipment makers grew 31%.
-   $Sea(SE.US) → **-0.83%** for a fifth straight loss, though each daily drop has been smaller.
-   **S-REITs** → the index rose **+0.09%** on a few large names, while 14 of 38 REITs fell.

> @ynwa : I'm hoping this week's Wall Street semiconductor earnings can help stabilise sentiment across the sector.

### 🇭🇰 HK/China — Oil and Banks Hold the Line

**🔑 Key Event:** The $Hang Seng Index(00HSI.HK) closed Monday **+0.51%** at 23,211.81 as oil majors and mainland banks rallied, while chip and gold stocks fell. $XIAOMI-W(01810.HK) **and** $MEITUAN(03690.HK) **lead the megacaps lower this morning.**

### 🌎 Other to Watch

-   **🇺🇸 Fed** → markets price a hold Thursday morning; Goldman expects one final December hike, while Moody's Zandi calls any hike a mistake.
-   **🪙 Gold** → back above $4,000, closing Monday near $4,017 as oil pulled back from last week's highs and eased inflation worries.

> @optionspuppy : Watch whether gold holds its rebound instead of chasing the price.

## 📅 Upcoming Key Events

| When (SGT) | What |
| ---------- | ---- |

👇 Drop your take (20+ words) & click "Repost" to earn 288 Task Coins ✨  
🚫 No duplicates · ⏰ Deadline: Oct 27, 2026, 11:59 PM SGT

Not investment advice, just market talk 🙏

### Related Stocks

- [GS.US](https://longbridge.com/en/quote/GS.US.md)
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- [STI.SG](https://longbridge.com/en/quote/STI.SG.md)
- [SKHY.US](https://longbridge.com/en/quote/SKHY.US.md)
- [.SPX.US](https://longbridge.com/en/quote/.SPX.US.md)
- [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md)
- [AVGO.US](https://longbridge.com/en/quote/AVGO.US.md)
- [.DJI.US](https://longbridge.com/en/quote/.DJI.US.md)
- [.IXIC.US](https://longbridge.com/en/quote/.IXIC.US.md)
- [TSLA.US](https://longbridge.com/en/quote/TSLA.US.md)

## Comments (35)

- **Ally · 2026-10-27T13:41:36.000Z**: Looking forward to the Feds announcement tonight / tomorrow morning. Hopeful the rates will remain stable or drop
- **ah_head · 2026-10-27T13:28:53.000Z**: Buy more
- **PSChua · 2026-10-27T13:16:41.000Z**: While tech stocks were lifted yesterday and Nasdaq futures are currently green, my bet is that investors will wake up from this Anthropic froth and return to earth and demand to see evidence of the ROI from all these investments into AI
- **NewUser_ThinkSwim · 2026-10-27T13:02:41.000Z**: There will be lots of volatile this week whether it is for the semis sectors or even stocks in the Mags 7 are releasing earnings. These all could move the market and the Fed talk should be on the lookout. So do not risk if you have profit you want to take can take it. A profit is a profit no matter 
- **NewUser_CkrdqW  · 2026-10-27T10:31:51.000Z**: Meta stock price continues to be under pressure after launching another share sale for a planned capital raise. This obviously does not sit well with investors as the dilution comes from existing shareholders and not the board
- **The · 2026-10-27T09:18:59.000Z**: Nvidia, Anthropic, Dow Jones Industrial Average, S&P 500, Nasdaq Composite Index, Tesla, SK Hynix US stocks increase.S-REITs slightly rise. Hang Seng Index shows slight going up amongst other Hong Kong stocks. Gold price is now above its usual price.Wish well for the down companies.
- **melph · 2026-10-27T07:44:42.000Z**: Chip stocks rallied on Monday after Anthropic filed for its IPO, and $NVIDIA(NVDA.US) shares rose about 1.7%, helped by $Meta Platforms(META.US)'s plan to raise up to USD 95 billion to fund its AI build out. Investors are reading the filing as a sign that AI demand is still growing and Nvidia suppli
- **Valenxis · 2026-10-27T07:36:33.000Z**: This Anthropic IPO vibe now seems very similar to SPCX months ago. Will it follow spcx footstep and trading patterns? If counted as a lesson, maybe dont buy ANT on day 1. Let it settle down until market eventually find a reasonable floor, then it is a better time enter. i guess.
- **koolgal · 2026-10-27T06:57:47.000Z**: The ANT Hill is Built: Anthropic Targets a USD 2 Trillion Nasdaq Debut🌟🌟🌟Anthropic has just dropped its highly anticipated public S-1 Filing.  The financial crusade to capture the tech world's crown is officially underway.We are talking about an AI juggernaut that grew its first half revenue to an e
- **dingdongbell · 2026-10-27T06:53:40.000Z**: Looks like big tech earnings and the Fed meeting will influence what the market does this week. Tech is very much oversold with fundamentals still pretty strong.
- **FaithAnchor · 2026-10-27T06:26:25.000Z · 👍 1**: $Microsoft(MSFT.US)Microsoft: The Cost of Staying AheadMicrosoft is offering voluntary buyouts to 60,000 eligible employees. The bigger story isn’t headcount. It’s capital allocation.AI requires enormous spending, and Microsoft must prove those investments can deliver lasting returns. Reducing costs
- **Heroic Lifesaver · 2026-10-27T06:23:51.000Z**: Right on cue! Three waves up on the SMH as a fourth wave now looks complete. Fifth wave down into the end of the week and we are good to go!
- **Fattycat · 2026-10-27T04:57:27.000Z · 👍 1**: 🏆Just to share what I read: Capland Ascendas REITs, OCBC and Sembcorp industries were the top 3 institutions net buy for week 19 Oct 2026.While yang zijiang,AEM and DBS were the top 10 retail net buy for week 19 Oct 2026Conclusion: DBS and UOB not in the top 10 institution net buy. Something we need
- **Dushen · 2026-10-27T04:38:30.000Z · 👍 1**: intel go go go up up and away.Nvidia too up to the moon.snp 500 break ATH again
- **ShortWalk · 2026-10-27T04:31:58.000Z · 👍 1**: My take is that Anthropic IPO has been long awaited and the filing is only a result of what many investors has been waiting. The business fundamentals still need to be analysed for Anthropic considering the Capex.Nevertheless, i still feel the AI demand will continue to push this further.
  - **Fattycat** (2026-10-27T05:06:09.000Z): Nice 👍
- **Fattycat · 2026-10-27T04:18:43.000Z · 👍 1**: I am really looking forward to SK Hynix earnings. Hoping they can lift the whole memory chip sector after so many days in the red.Meanwhile gold is holding steady above $4k. Every time it dips below $4k buyers step in to support it. Technically,  the short term picture remains cautious. If gold cann
  - **Shyon** (2026-10-27T04:37:41.000Z): Seem to have some small trend reversal in your gold chart 😂
- **Darkwinter · 2026-10-27T04:14:43.000Z · 👍 1**: Anthropic is going ipo, the chips makers stand to benefit from the capex. But the chips makers are also investing in Anthropic… isn’t it like a round tripping?
- **Pardha · 2026-10-27T04:12:51.000Z · 👍 1**: May this IPO will stir markets up 🆙🙌
  - **Fattycat** (2026-10-27T04:22:01.000Z): Yes . Like SpaceX 😆
- **Jaces · 2026-10-27T04:10:05.000Z · 👍 1**: with chips stocks still rally high and mighty. do buy with caution. what goes up will come down. Just buy with what u can afford and earns the dividend
  - **Fattycat** (2026-10-27T04:21:45.000Z): Yes. Totally agree. Coming Fed meeting, more volatility. Trade with care .
- **TheRaccoonAnalysis · 2026-10-27T04:07:34.000Z · 👍 1**: NVIDIA may benefit indirectly from continued AI spending, although Broadcom’s role as Anthropic’s largest named compute supplier highlights competition across the semiconductor ecosystem. The key question for investors is whether AI companies can sustain revenue growth sufficient to justify ongoing 
  - **Fattycat** (2026-10-27T04:20:58.000Z): True. Sustainability is important. Story kept aside…ROI is the most important now.  😁
  - **Fattycat** (2026-10-27T04:32:58.000Z): From today business times: u read the heading and you know why AI spending needs to see results😆 party ending soon ? Narrative seem to be cautious now.
  - **Fattycat** (2026-10-27T04:35:52.000Z): A very good news analysis. Got time you guys and ladies go and read .😆 your perspective will change .


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**