Share
Market Brief - After Hours
Anthropic Filing Sparks Chip Rally as Wall Street Snaps Losing Run
Season 2, Ep. 204
•
On today's episode of Market Brief – After Hours, Anthropic’s public IPO filing puts AI growth back in the spotlight, lifting Nvidia, AMD, Broadcom and Micron as US stocks rebound after two consecutive weekly losses. The prospectus reveals a sharp revenue surge, while Meta’s planned $95 billion infrastructure raise and SpaceX’s $40 billion AI chip debt deal add fresh momentum ahead of major technology earnings.
Falling oil prices bring relief to European equities, and French borrowing costs retreat after Moody’s holds its rating steady. We cover a mixed Asian session, the Federal Reserve outlook and pressure on corn following Brazil’s election, alongside EUR/USD, GBP/USD, USD/JPY, AUD/USD, gold and silver. Plus, takeover headlines send Surgery Partners, Range Resources and Instacart higher, while Fair Isaac and Verizon fall.
More episodes
View all episodes
206. Fed Holds Rates as UK Budget Sets Out Household Relief
11:29||Season 2, Ep. 206On today's episode of Market Brief – After Hours, the Federal Reserve holds interest rates, but rising Treasury yields show why a pause offers limited relief for borrowers. Meanwhile, Britain’s Budget sets out a £2.6 billion household support package alongside accelerated defence commitments. We examine the measures, the inflation pressures and what could test the Fed’s next move.Plus: Oracle’s ambitious revenue forecast and SK Hynix’s record profit strengthen the AI rally, while Microsoft and Alphabet deliver sharply different after-hours reactions. We cover Europe’s uneven economy, Korea’s stock-market surge, rising oil prices and the technical outlook for EUR/USD, GBP/USD, AUD/USD, USD/CAD, gold and silver. Follow Market Brief – After Hours for your daily market recap.
205. Meta Eyes Up to $95 Billion Equity Raise as AI Optimism Returns
12:13||Season 2, Ep. 205On today's episode of Market Brief – After Hours, Meta’s plans to raise up to $95 billion in equity put the scale of AI financing back in focus. A separate $63 billion financing announcement for purchases of Broadcom technology for Anthropic helps lift chipmakers, with AMD and Micron also advancing. But can that renewed enthusiasm spread beyond technology as the Federal Reserve begins its policy meeting?We explore falling oil prices, stronger US economic data and contrasting fortunes across Europe and Asia. JetBlue surges despite a disappointing loss, while Boeing tumbles. Plus, directional analysis of EUR/USD, GBP/USD, USD/JPY and USD/CAD, the recovery in gold and silver, and Bitcoin-linked stock gains.
203. Amex AI Job Cuts Hit Dow as Oil Surges while Defensive Stocks Fail
12:16||Season 2, Ep. 203On today's episode of Market Brief – After Hours, American Express falls after announcing AI-related job cuts, adding to a Dow decline of more than 650 points. Consumer staples, utilities and healthcare offer little protection, even as Micron and AMD recover. Oil surges on renewed Middle East supply concerns, while rising Treasury yields keep borrowing costs firmly in focus ahead of the Federal Reserve’s next meeting.We examine Europe’s weakening business surveys, the sharp fall in UK consumer confidence and Asia’s uneven recovery. Plus, technical analysis of EUR/USD, GBP/USD, AUD/USD and USD/CHF, with gold below $4,000 and silver under pressure. SpaceX’s reported tower plans unsettle AT&T and T-Mobile while lifting tower owners, and Bloom Energy slides despite stronger earnings.
202. Gold Offers No Shelter as Meta Leads Tech Sell-Off
11:54||Season 2, Ep. 202On today's episode of Market Brief – After Hours, Meta beats revenue expectations but falls about 7% as investors question the funding demands behind the AI boom. CoreWeave drops 10%, the Nasdaq suffers its worst session since June, and gold slides 2.77%. Investors find shelter in US government bonds instead, sending the 10-year Treasury yield below 5% as oil surges on reports of potential strikes against Iran.We follow the selling across Europe and Asia, examine Bitcoin’s retreat below $81,000, and assess the technical outlook for EUR/USD, GBP/USD, USD/JPY and USD/CAD, alongside gold and silver. Plus, Barclays announces thousands of job cuts, Moderna tumbles after leaked vaccine data, and Spotify and Lockheed Martin offer brighter earnings stories.
201. UK Inflation Hits One-Year High as French Yield Breaches 5%
14:48||Season 2, Ep. 201On today's episode of Market Brief – After Hours, UK inflation climbs to a one-year high and French bond yields cross a line not seen since 2002, even as equities in the US, Europe and Asia rebound. We look at what drove the tech rally on Wall Street, the strain showing in oil shipping costs and the housing market, and why South Korea led Asia higher. Then we walk through the technical levels for EUR/USD, GBP/USD, AUD/USD and USD/JPY, plus gold, silver and the day's biggest stock movers.
200. SpaceX Revenue Rockets 161% While Korean AI Flop Rattles Chip Stocks
11:19||Season 2, Ep. 200On today's episode of Market Brief – After Hours, SpaceX reports a 161% surge in third-quarter revenue, driven by Starlink and its AI business, while Korean AI company Elice plunges 32% on its market debut. The contrasting developments sharpen the debate over AI spending as strong industrial earnings lift the Dow by more than 500 points and the Nasdaq finishes slightly lower.We cover falling long-term US Treasury yields after weak housing data, oil’s retreat from its session highs, European losses and China’s stronger-than-expected GDP growth. Plus, technical analysis of EUR/USD, GBP/USD and USD/JPY, gold’s continued weakness, silver’s rebound, and earnings moves from 3M, Hasbro, Equifax, Netflix and General Motors.
199. French Riots Send 10-Year Yield Higher and China GDP Beats Forecasts
11:45||Season 2, Ep. 199On today's episode of Market Brief – After Hours, French unrest adds to Europe’s market pressures as the country’s 10-year bond yield jumps 14 basis points to 4.93%. Across the globe, China’s third-quarter GDP growth beats forecasts at 4.5%, offering a brighter economic signal. US tech stages a recovery after last week’s heavy losses, but CoreWeave slips despite an upgrade as investors question the sustainability of debt-funded AI investment.We cover Europe’s sell-off, Asia’s mixed session and oil supply concerns following reported attacks on Saudi and Russian energy infrastructure. Plus, rising US Treasury yields, Canadian inflation, technical analysis of EUR/USD, GBP/USD, USD/JPY and AUD/USD, gold, silver and Bitcoin, alongside sharp moves in Disc Medicine, Cleveland-Cliffs, Datadog and Amazon.
198. AI Debt Fears Deepen as Oil Nears $110 and Tech Sinks
12:09||Season 2, Ep. 198On today's episode of Market Brief – After Hours, mounting concerns over AI borrowing collide with an oil surge as investors retreat from technology stocks. CoreWeave slides nearly 12% with total debt above $51 billion, semiconductor shares suffer their worst week since April 2025, and Brent briefly touches $110 a barrel. Hot US inflation adds to the pressure, even as traders increasingly expect the Federal Reserve to hold rates steady.Europe closes higher despite accelerating inflation, while Japan and South Korea snap prolonged losing streaks. We examine EUR/USD, GBP/USD and USD/CAD, alongside the widening divide between struggling technology companies and rising energy and defence stocks, including APA, Diamondback Energy and Northrop Grumman.