MPC Markets

Strong results, falling shares. We'd take that as a warning. Alphabet dropped 12.6% on negative free cash flow of US$9.07b and kept capex guidance anyway. Who's paying for the AI party? Bulls vs Bears EP143 Hyperscalers Cash Burn is live. General info only, not advice.

Are the hyperscalers burning cash on AI faster than they can earn it back? Google, Amazon, Meta. Billions into data centres. Earnings landed this week, so who's about to loose their nerve first, the companies or the market? Bulls vs Bears EP143 drops Friday arvo. General info only, not advice.

Bulls vs Bears tomorrow ~5pm Sydney. The week in markets, debated.

Hot CPI (4.3% headline, 3.7% core) and 87% odds of an RBA hike on 3 Nov. Ready for higher rates? Mark joined @ausbiztv on The COB to talk through it, plus PLS, IPX, MP1, NXT, WOW, SGR and REH, as described by Ausbiz. ASX 200 flat at 8847.30. Episode link in the reply. General information only, not personal advice. #ASX #CPI #RBA

3 numbers that mattered this week. Number three: 70%. Is your website one of them? "up to seventy percent of the world's websites this week were vulnerable for hacks", Mark Gardner on EP142, after the PHP flaw. Why he likes cyber: "patches aren't going to cut it." General info only, not advice.

Most Australians won't get an Anthropic IPO allocation. If you buy, it's likely on-market after listing, at whatever price the market sets on the day. Any first-day pop goes to those who got the allocation. Before you chase ANT, know your price and your reason. More in the reply. #Anthropic #IPO #ASX General information only, not personal advice. Not a recommendation to buy or sell.

3 numbers that mattered this week. Number two: 27%. Hyperscalers report this week. Are chips a buy here? Semis 27% off the high, sitting on the 200-day. Philip Deloughery on EP142: "i think it's a wait and see." General info only, not advice.

Should I buy the Anthropic IPO? 3 things to weigh: 1. Price: US$1.5-2tn valuations floated, ~22-30x revenue 2. Bills: ~US$417bn in compute obligations (per CNBC) 3. Supply: insiders can sell from day one, staggered lock-ups after Full checklist in the reply. #Anthropic #IPO General information only, not personal advice. Not a recommendation to buy or sell.

Alphabet and Microsoft report Tuesday US time. Meta is Wednesday, Apple and Amazon Thursday. Four days, the biggest names in the US index. Know which ones you actually own before the prints hit. General info only, not advice.

Should I buy the Anthropic IPO? The Claude maker filed its S-1 on Monday for a Nasdaq listing as ANT. No price range yet. H1 revenue: US$16.3bn, up ~1,300% (per CNBC). H1 net loss: US$80.7bn, mostly non-cash. Strong growth isn't the same as a good entry price. What to consider in the reply. #Anthropic #IPO #AI General information only, not personal advice. Not a recommendation to buy or sell.