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· Midday Alpha · by Buzzberg Research
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Anthropic's IPO filing pairs rapid revenue growth with large compute commitments
Bloomberg says the filing shows rapid revenue expansion, a much larger base of high-spend enterprise customers and improving compute cost ratios, alongside a large accounting-driven net loss and heavy future compute commitments.
Musk says SpaceX closed a $40 billion debt raise for AI chips as Bloomberg reports pricing talks continue
Bloomberg's Ruhell Amin discussed Musk's claim that SpaceX closed a $40 billion debt raise for AI chips, while Bloomberg reported pricing discussions were still ongoing.
JPMorgan's Nur Cristiani sees Brazilian stocks under more pressure than bonds
Cristiani expects Brazilian equities to stay under pressure relative to bonds on valuations, and the real to weaken near term before trading in a 5.00-5.20 range.
Roger Ferguson expects a Fed hold now and two more hikes, one likely in December
The former Fed Vice Chair says inflation data would justify a hike but expects a hold at this meeting, with two additional hikes needed because inflation may be stickier than policymakers want.
Morgan Stanley economists see two more Fed hikes and fewer ECB hikes than the market prices
Michael Gapen sees two more Fed hikes, with 75bp of hikes in total by March. Jens Eisenschmidt sees one more ECB hike in December and says the market prices too many.