Bloomberg Open Interest: Anthropic's IPO Filing, Big Tech Earnings, and Market Movers

This edition of Bloomberg Open Interest breaks down the day's market-moving stories as investors digest Anthropic's S-1 filing ahead of big tech earnings, the FOMC decision, and the midterm elections. The program combines live market updates, analyst interviews, and reporting from Bloomberg Invest in Dallas to explain what is driving stocks, credit markets, and the AI trade.

■ AI and Big Tech
- Anthropic's IPO filing: growth trajectory, spending on training versus inferencing, governance structure, and capital raised
- Broadcom's $63 billion financing deal tied to Anthropic chips, plus Meta's large equity offering
- Goldman Sachs landing more than $210 billion in deals across Anthropic, Meta, and SpaceX
- Upcoming earnings from Microsoft, Meta, Alphabet, and Amazon, and how investors are judging AI capex
- Nancy Tengler on tech positioning, defensive names, and what would change her market outlook

■ Earnings and Corporate News
- UPS raising full-year guidance, fuel cost pass-through, and parcel pricing trends
- Boeing's wider loss and JetBlue's profitability outlook; Royal Caribbean raising guidance
- Coca-Cola's results versus a North America sales miss, compared with PepsiCo
- SoFi, General Motors moving its listing to Nasdaq, and analyst calls on Moderna and Broadcom

■ Macro, Credit, and Politics
- Consumer confidence and new home sales data ahead of the FOMC decision under Fed Chair Kevin Warsh
- Private credit consolidation, including Ares acquiring a mid-cap lender, and Advent's $30 billion fundraise
- Midterm election dynamics, campaign spending, and Iran war diplomacy updates

This is aimed at investors, analysts, and anyone following markets who wants a compact briefing on what moved the tape and why. Viewers can use it to track the key themes heading into tech earnings week and the Fed meeting, and to identify which questions matter most for their own research.