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: 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.

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.

Pepperstone’s Anthropic pre-IPO market: Why Not All Pre-IPO Markets Are Created Equal

Mega-cap equity pre-IPO markets have become the hot topic, with brokers, prediction platforms and even crypto exchanges racing to offer exposure to the world's most anticipated listings. Pepperstone saw strong interest in its recent SpaceX pre-IPO market, as well as CXMT and Unitree, but few have generated the excitement and anticipation surrounding Anthropic.

A Traders’ Week Ahead: AI's Funding Test Meets a Week of Relentless Event Risk

Chris Weston previews a pivotal week for markets, with AI earnings, hyperscaler capex, five central bank meetings, Australian CPI and gold testing $4,000 support.

Gold Price Outlook: Can XAUUSD Defend $4,000 as Selling Accelerates?

SpaceX Q3 Earnings Preview: AI Growth, Capex and Stock Risks

Meta Q326 earnings preview: Can earnings deliver the catalyst for a breakout?

Meta Q3 earnings preview: Chris Weston examines AI monetisation, capex, Wall Street forecasts, options pricing and the key levels for a potential breakout.

US Midterms 2026: What the Election Means for Bitcoin, Crypto and Tokenised Markets

How will the 2026 US midterms impact Bitcoin, Ethereum and altcoins? Explore election scenarios, crypto regulation, the CLARITY Act and tokenisation.

From the hottest trade of 2026 to a volatility powerhouse

South Korea's KOSPI has been one of the standout trading stories of 2026. Fuelled by extraordinary demand for AI memory chips, global capital poured into Samsung Electronics and SK Hynix, driving a rally of more than 120% in the first half of the year.

King Dollar Reigns Supreme: Will US CPI Trigger Another Breakout?

The US dollar is surging ahead of US CPI. Chris Weston examines Fed rate expectations, EURUSD weakness and whether USD strength can continue.