US stock indexes rose yesterday as Anthropic's blockbuster IPO filing revived AI enthusiasm

France 10Y yield plunged 12 bps to 4.9% to erase half of last week's losses after Moody's held its rating steady

Brazil's Ibovespa index plunged 14% after leftist Lula's surprising election victory 

US natural gas fell to a six-month low on warm weather forecast

JetBlue posted a wider Q3 loss but says strong travel demand is offsetting higher fuel prices as it seeks to calm investors after shares fell to a new low and creditors prepared for restructuring talks (CNBC)

What we're watching this week:  

Full calendar here

Event contract traders see Anthropic as less likely to list at an over $2T market cap. Lots of mixed opinions following its blockbuster IPO filing but only time (and money) will tell

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US consumer sentiment is near a record low ahead of midterms (RT)

US and Canada are working on deal to ease tariffs (RT)

Insiders say "hedge funds hired too many morons" as industry pukes PMs (EFC)

Trend hedge funds saw worst week since 2024 as AI stocks fell (RT)

Munis sales hit $500B YTD at record pace (BBG)

Lula win derails $6B in Brazil equity sales as banks reel (BBG)

Goldman Sachs won $210B in deal mandates in one day (BBG)

Lawmakers challenge plan for AI 'agents' to run US companies (FT) 

Anthropic's IPO sets up defining moment for Wall Street and AI boom (BBG)

Tesla-SpaceX merger hopes send sell ratings to 11-year low (BBG)

Microsoft will offer buyouts to ~30% of all employees (WSJ)

Skydance asks staff to take voluntary buyouts before wider cuts (BBG)

50% of Anthropic H1 revenue came from Big Tech cloud accounts (BBG)

Deloitte boss gets 45% pay rise as firm cuts jobs (FT)

China's lab-grown diamond makers target AI and chip sectors for growth (RT)

$32B-listed Universal Music Group discussed going private with Apollo, TPG, and Blackstone earlier this year

DoorDash is in advanced talks to acquire Instacart for $17B

HSBC Asset Management will merge with Hang Seng Bank's asset management unit after it took the Hong Kong lender private in a $13.6B deal

Energy firm EQT Corp. agreed to buy rival shale driller Range Resources in a $12.8B all-stock deal to create the largest US natural gas producer

Circle K-owner Couche-Tard made a new bid to acquire TDR Capital-backed gas station operator Cumberland Farms for $7.5B-$8B

Non-profit health system Bon Secours Mercy Health will acquire Bain Capital-backed surgical care provider Surgery Partners at a $5.7B valuation, including debt

India's ​Tata Motors' takeover bid for ‌$4B-listed Italian truck maker Iveco cleared the 80% acceptance threshold on the last day

Canada's CPPIB is weighing a sale of its 12% stake in Spain's largest gas distributor Nedgia, which it bought for $1B in 2018

IDG ​Capital emerged as the most advanced bidder to buy the electronics assembly equipment business ‌of Hong Kong-listed hardware firm ASMPT for over $1B

Natural gas firm Ovintiv agreed to acquire Canadian O&G producer Logan Energy in an all-cash deal worth $890M, including net debt

Francisco Partners acquired Weave Communications, a customer communications platform for SMBs, for $600M  

Global aviation technology firm SITA will acquire Flightscape, airline operations software business of Canadian peer CAE, for $500M, including debt

Hardware startup Unconventional AI will buy Israeli chip startup NeuReality in a cash-and-stock deal

Apollo will acquire a stake in Mubadala Capital, the alternatives arm of Abu Dhabi SWF ADIA

Intel agreed to buy Israeli quantum startup Classiq Technologies

Portugal's Galp ‌Energia and Spain's Moeve called off a merger of their downstream assets

Ben & Jerry's is exploring a deal with KKR to separate from owner Magnum Ice Cream

Instacart will wind down its smart cart business amid sale talks

Autonomous vehicle technology startup Bedrock Robotics raised a $600M Series C at a $4.1B valuation co-led by CapitalG and Emergence Capital

Nevis, an AI software startup for financial advisors, raised a $70M Series B at a $500M valuation led by EQT Ventures 

Nous, a UK-based startup building an AI household management agent, raised $17M in new funding led by Heartcore Capital and Mosaic Ventures

Overwatch Data, a cyber/fraud risk AI startup, raised a $15M Series A led by Mouro Capital 

Paradev, an open-source agent orchestration platform for coding agents, raised an $11.5M seed round led by Union Square Ventures

Garuda Aerospace, an Indian drone technology company, raised a $10M pre-IPO round at a $320M pre-money valuation led by UAE-based Aditum Investment Management and Motherson family investment group

Matiks, an India-based math and puzzle gaming platform, raised a $10M pre-Series A led by General Catalyst

Bullshot, a multi-chain meme token and AI agent launch platform, raised $7.7M led by P2 Ventures and Animoca Brands

Mochatrade, a YC-backed trading platform offering US stock perps to Indian traders, raised a $5.6M seed and pre-seed financing led by CoinFund

Anthropic filed publicly for an IPO with plans to list the week of November 16

Meta is seeking to raise $95B in a share sale to fund AI capex

Hong Kong crypto firm Redotpay is considering filing confidentially for a US IPO amid talks for a private funding round at a $4B-$5B valuation

Temasek-backed renewables firm Sembcorp Industries is in talks to raise $400M in an India IPO of its Sembcorp Green Infra India unit

Belgium is open to selling its 5.7% stake in French lender BNP Paribas 

Parkinson's-focused drug developer Aspen Neuroscience launched its IPO roadshow

I&I-focused Bambusa Therapeutics launched its IPO roadshow

Applied Materials plans to raise ​its stake in the Netherlands' ‌BE Semiconductor Industries from 9% to 20%

Obesity drug developer Corxel Pharmaceuticals will merge with Amanat Acquisition ‌Corp. to raise $377M

Bank of America, Blackstone, Citigroup, and Morgan Stanley will provide $63B in financing to buy Broadcom's AI chips for Anthropic

SpaceX signed a $40B chip financing deal with Apollo

BNP Paribas is working on a record $18B SRT tied to large company loans

Saudi Aramco is nearing a $10B revolving credit facility deal with global banks 

Colombia sold a record $5.2B in dollar-denominated bonds 

A consortium led by Gaw Capital Partners is seeking to refinance a $1.8B loan backed by a number of Hong Kong shopping centers

Chinese food delivery giant Meituan is seeking to raise $1B in an offshore yuan bond sale

Blackstone-backed data center operator QTS is looking to raise $800M in a private placement of debt

Credit investor PennantPark raised $1.2B for its second senior credit fund

Ascertis Credit raised $700M for a targeted $1B fourth private credit fund

Vintage Investment Partners raised $920M across its VC FOF and secondaries strategies

Secondaries investor Kline Hill and FOF Cendana raised $400M for a second VC secondaries fund

Keyhaven Capital Partners raised a $112M CV for Italian carbon fiber manufacturer Novation Tech led by Committed Advisors

UK fintech Revolut will launch a VC fund next year

Franklin Templeton filed for index-tracking ETFs that automatically reinvest stock into Bitcoin

Dutch investors are poised to flee crypto over wealth-tax carveout

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@wallstengine posted the best summary of Anthropic's financials as seen in its blockbuster IPO filing. Check it out here.