Anthropic files for its IPO as Wall Street braces for the Fed | Daily Market Coverage

Chip stocks rallied as Anthropic's IPO filing rippled through the market, and Meta fell on plans to sell about $100 billion in stock to fund its AI build-out. Constellation Research's Ray Wang and F/m Investments' Alex Morris dig into the S-1 and circular financing concerns. Former Fed Vice Chair Alan Blinder previews Wednesday's decision and Chair Kevin Warsh's stance on forward guidance. Needham's Laura Martin previews Alphabet and Amazon earnings and explains her Netflix call. Coca-Cola CEO Henrique Braun talks results, Fairlife and Diet Coke's 'fridge cigarette' nickname. Brookings' Darrell West explains why data centers became a midterm issue, and SoFi CEO Anthony Noto breaks down the company's results and outlook. Market Domination, Market Domination Overtime and Asking for a Trend are live weekdays 3-5pm ET with Yahoo Finance Host Josh Lipton. 00:00 Chips lead as Anthropic's filing ripples through markets 00:58 Meta's $100 billion stock sale 02:13 Oil falls below $100 03:01 Ray Wang on Anthropic's S-1 05:45 Broadcom rides the AI wave 06:46 Circular financing concerns 07:41 The biggest IPO in history? 13:37 Alan Blinder's Fed preview 17:02 Is energy inflation transitory? 18:35 Tech buyouts and the labor market 21:06 Laura Martin's Alphabet earnings preview 22:21 YouTube, Gemini and proprietary data 24:09 Netflix downgrade 24:50 Amazon, AWS and Meta's Muse 29:58 Closing bell with Jared Blikre 33:33 Oil and the dollar 34:53 Bond yields 35:40 Alex Morris on Anthropic's S-1 38:20 Meta's raise and circular financing 38:55 What to expect from Warsh's Fed 41:26 Consumer confidence and energy prices 48:28 Earnings: Hilton, UPS and Coca-Cola 49:37 Coca-Cola CEO Henrique Braun 51:53 Diet Coke's fridge cigarette nickname 58:10 Raised outlook and KFC 1:02:11 Data centers and the midterms 1:11:02 SoFi CEO Anthony Noto 1:16:32 SoFi's 2027 and 2030 outlook 1:19:47 Go away haters 1:22:53 What to watch Wednesday #stockmarket #anthropic #chipstocks == AlphaSpace by Yahoo Fi