Anthropic files for a Nasdaq IPO and chips rally, while Brazil's markets fall after Lula's win

Key figure: Anthropic revenue, 6 months to June 30: $16.3B, +1,300% vs. a year earlier. Source: Anthropic S-1, filed 9:00 a.m. ET.

Key points

• Anthropic filed to list on the Nasdaq as ANT; first-half revenue rose 1,300% to $16.3 billion.[1][3][4]
• The S&P 500 rose 0.7% and the Nasdaq Composite 0.8% at 4 p.m. ET, per CNBC; chipmakers led.[5][21]
• Brazil’s real fell over 11% in early trade after Lula’s reelection, Reuters reported.[10][11]
• Meta launched about $35 billion of stock offerings; Surgery Partners agreed to a $5.7 billion sale.[14][15][17][18]

Anthropic opens its books in a Nasdaq IPO filing

Anthropic’s S-1, accepted at 9:00 a.m. ET, seeks a Nasdaq listing as “ANT”. First-half revenue was $16.3 billion, up from $1.2 billion; the $80.7 billion net loss was mostly a fair-value change on convertible notes, the filing shows, as CNBC also reported.[1][2][3][4]

Why it matters: It is the first public look at financials the SEC had seen only in confidential drafts, EDGAR and CNBC show.[2][3]

Chipmakers lead a Wall Street rebound as oil eases

At 4 p.m. ET the S&P 500 was up 0.7%, the Nasdaq Composite 0.8% and the Dow 0.3%, per CNBC’s closing update. CNBC and Reuters tied chip gains to the Anthropic filing. Oil eased as Saudi officials met Iran’s leaders in Tehran, CNBC and Reuters reported; on Monday Brent settled at $115.81, down 91 cents, per CNBC and Dow Jones Market Data.[5][6][7][8][9][21]

Why it matters: Fed funds futures put the odds of a Fed hold on Wednesday at 90%, CNBC said; Reuters said markets expect no change.[5][6][21]

Brazil's real and stocks fall after Lula's reelection

B3 halted trading for 30 minutes after the Bovespa fell 10% from its last close, B3 said in a statement reported by Reuters.[10] At 1:30 p.m. ET the Bovespa was down 13.93%, Valor reported.[12]

Why it matters: Flávio Bolsonaro has pledged to seek an annulment, which Reuters said added to investor uncertainty.[10][20]

Meta turns to stock to fund AI; a $5.7 billion surgery deal

Meta launched about $35 billion of stock offerings and plans a Class C program of up to $60 billion, Meta’s release shows, as Reuters reported. HealthSpan Partners agreed to buy Surgery Partners for $23.50 a share in cash, a 49% premium, Reuters and Axios reported.[14][15][16][17][18][19]

Why it matters: Meta said new stock joins cash flow and debt in funding its AI build-out.[14][15]

Exhibit 1. Anthropic’s revenue jumped in the first half Revenue, $ billions: full years 2024 and 2025; six months ended June 30

Period	Revenue ($ billions)
2024	0.39
2025	4.59
H1 2025	1.16
H1 2026	16.29

Source: Anthropic, Form S-1 (SEC EDGAR). Table: New Street.

Exhibit 2. Monday’s capital raises and deals Size as stated by each company; Surgery Partners is enterprise value

Item (date, source)	Size	Terms
Meta stock offerings, Oct. 26, per Meta	About $35B	Class A, preferred
Meta Class C plan, Oct. 26, per Meta	Up to $60B	From Q1 2027
Surgery Partners sale, Oct. 26, per Surgery Partners	About $5.7B	$23.50 cash

Source: Meta; Surgery Partners; SEC EDGAR. Table: New Street.

Notes

Accessed Oct. 26, 2026, between 9:24 a.m. and 4:15 p.m. ET. Times are U.S. Eastern (EDT).

U.S. index moves are from CNBC’s 4:00 p.m. ET closing update and are preliminary, rounded figures; official closing levels were not yet published at build time. Bovespa figures are intraday as of 1:30 p.m. ET (2:30 p.m. Brasília), per Valor; the closing level was not confirmed by two independent publishers at build time. Brent’s settlement is per CNBC and Dow Jones Market Data. Anthropic’s six-month figures are from the S-1’s unaudited interim statements; growth of 1,300% is the filing’s figure (CNBC reported 1,304%). The Surgery Partners premium of 49% is per Reuters; Axios reported 49.2%. Meta’s $35 billion and $12.5 billion are Meta’s approximations. Corrections, if any, are logged at newstreet.xyz/corrections.