Anthropic IPO on Tap, NVIDIA Updates, & Other Investor Days Shaping Markets

Published on October 29, 2026

How many eyeball-grabbing headlines can we stuff into the next few weeks? For tech investors, AI concerns mount, with rising credit default swap prices among the hyperscalers and sagging neocloud equities.

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Mind the $2 Trillion Gap

October 29, 2026
With the recent movements in both the stock and bond markets, there was some noteworthy news that got kind of lost. Indeed, the U.S. government posted a $1.99 trillion budget deficit for fiscal year (FY) 2026. While technically it is not a record amount of red-ink, it represented the largest non-COVID-related shortfall ever recorded in modern history.

US Department of Labor finalizes pharmacy benefit manager transparency rule, delivering big win for American workers, families

October 29, 2026
WASHINGTON – The U.S. Department of Labor’s Employee Benefits Security Administration today finalized a landmark rule that will require pharmacy benefit managers and their affiliated brokers and consultants to disclose their fees and compensation to large employers’ self-insured group health plans. In finalizing this rule, the Department has ensured that employers can see how much drug manufacture