Market Mondays podcast

ANTHROPIC: BIGGEST IPO EVER? 🚹 NOVEMBER RALLY & 2 TOP CHIP STOCKS

27.10.2026
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On this episode of Market Mondays, we break down the biggest questions facing investors: Anthropic’s potential IPO, the DRAM outlook, Meta’s stock decline, and whether massive AI spending can deliver the returns shareholders expect. We examine the $800 billion AI question and whether a neocloud correction could be coming.


We also discuss two top semiconductor stocks, energy ETFs versus individual stocks, and whether November could bring a market rally. Plus, we cover the financial metrics every investor needs to understand before buying.


Tune in for our Investing Fact of the Week, Four Charts You Must See, and This or That as we debate the companies and opportunities on our radar.

Chapters:

00:00 Entrepreneurship Mindset

00:33 Show Disclaimer

01:00 Monday Greetings

01:57 Detroit Weekend Recap

02:51 Upcoming Episodes

04:08 Columbia MBA Visit

07:42 Family Birthday Shoutout

08:16 Stock Club Updates

08:44 Investing Facts Roundup

11:02 Big Earnings Week Preview

12:40 Four Charts Quiz

14:45 Oil Prices Watch

16:33 Anthropic IPO Breakdown

23:11 Valuation Debate

28:39 Book Bonus Slides

31:51 Debt And Neo Clouds

37:44 DRAM ETF Outlook

40:36 Stop Gambling Advice

43:20 Uninvestable Not Bankrupt

44:08 Debt Layoffs And Risk

45:32 Apple Rotation Safety

46:06 EY University Execution

49:33 Meta Long Form Debate

52:25 Meta Capex And Valuation

58:24 Neo Clouds Debt Dilemma

01:05:42 AI Spend Near Trillion

01:07:14 Too Much Credit CEOs

01:15:09 Microsoft OpenAI Fallout

01:17:17 Layoffs Wave Warning

01:19:16 Top Semiconductor Picks

01:22:44 Energy ETFs For AI

01:26:39 ETF Wild Card Picks

01:27:20 Midterms And Market Mood

01:29:39 Will November Rally

01:31:40 Indexes Versus Stocks

01:32:54 Too Big To Fail Tech

01:34:09 This Or That Begins

01:34:28 IREN Versus WULF

01:36:23 NBIS Versus CoreWeave

01:43:01 CrowdStrike Versus Anthropic

01:51:08 Quantum Threat To Crypto

01:53:27 Jay Z Super Bowl News

01:58:05 Final Shoutouts And Wrap\

#MarketMondays #EarnYourLeisure #Investing #StockMarket #AI #Anthropic #Meta #SemiconductorStocks #EnergyStocks #FinancialLiteracy



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