Nvidia Earnings Preview: Jensen Huang’s Exit and Margin Pressure Raise Caution

Nvidia leadership crisis rattles AI stocks as Anthropic pre-IPO pricing holds firm

We've received something of a bombshell this morning, with reports that Nvidia's board is considering removing Jensen Huang as CEO. After Nvidia's decline from $244 towards $170, investors had begun questioning whether a tradeable low was forming. CoreWeave's earnings commentary had provided a genuinely reassuring catalyst, highlighting exceptional compute demand through 2027, improving pricing power and easing financing concerns. That challenged the increasingly popular narrative of an impending AI infrastructure oversupply.

Anthropic IPO: key facts and how pre-IPO perpetual CFDs work

We're moving into the business end of the Anthropic IPO process. Over the coming days, we could see another amendment to the company's S-1 filing, potentially revealing an indicative IPO price range and the number of shares being offered to investors.

Anthropic IPO: Pepperstone pre-IPO market points to 10% potential debut upside

Pepperstone’s pre-IPO market suggests Anthropic could be worth around US$1.4–1.45 trillion at listing, with the potential for a 6.6–10.2% opening-day gain, depending on the final IPO valuation.

Gold Outlook: Back Above $4,100 — Can CPI Fuel the Rebound?

Gold staged a strong rebound, climbing back above $4,100. Softer oil prices and US Treasury yields provided support, but stronger-than-expected nonfarm payrolls reinforced expectations of a December rate hike, prompting gold to give back some of its gains. This week's US CPI and PPI inflation reports, tech earnings and geopolitical developments could be key tests of whether the rebound can continue.

Anthropic IPO: A New Era for AI Investing — Who Can Still Command a Valuation Premium?

With Anthropic's IPO approaching, investors may soon have a new opportunity to gain direct exposure to a leading frontier AI model developer. As investment options expand, could the AI growth premiums embedded in existing tech stocks face renewed scrutiny? From SpaceX to chip suppliers and cloud computing giants, different business models could see markedly different valuation outcomes.

Anthropic pre-IPO market rallies on the blue wave, but is it the right trade?

We're moving into the business end of the Anthropic IPO process. Over the coming days, we could see another amendment to the company's S-1 filing, potentially revealing an indicative IPO price range and the number of shares being offered to investors.

Trading the US midterms: A blue wave hits markets as the scale of the Democratic victory sinks in

US midterm election results trigger a sell-off in Nasdaq futures, AI stocks and Asian equities. Chris Weston examines the blue wave and market risks.

Gold Outlook: $3,900 Gives Way — Can Gold Find Its Footing?

Gold's rebound faltered last week, with prices breaking below $3,900.

Do stocks really rally after midterms? Testing 19 elections since 1950

We tested every US midterm since 1950: S&P 500 returns 3, 6 and 12 months after election day, and the drawdowns along the way.

Perpetual CFDs explained: how they work around events

Perpetual CFDs explained: how no-expiry CFDs work around market events like the US midterms, how funding works, and the risks to know.

Microsoft Q1 2027 Earnings Preview: Azure and AI Spending Raise the Bar on Margins

Microsoft Q1 2027 earnings, due Wednesday, October 28 after the market closes, are one of the most closely watched releases of the technology season. Investors are increasingly focused on whether the acceleration in artificial intelligence is beginning to generate sufficient returns to justify the extraordinary levels of investment being committed across the industry.