AI giant Anthropic advancing its plans to go public, with a new filing showing massive revenue growth -- in addition to massive capex plans. The traders talk the AI capital rush and what to expect heading into another key tech earnings week. Then, Societe Generale’s Subadra Rajappa lays out her expectations for the next Fed decision out Wednesday and why she thinks the 10-year Treasury yield looks attractive at current levels. Plus, Brazil’s post-election bust, more Instacart takeover talk and why guest trader Katie Stockton thinks Costco is poised to break out.

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Even with tech putting in a losing week, investors begin to nibble on software and cyber stocks. The traders debate how to position in the AI trade amid the broader downdraft. Plus, energy stocks hit fresh records as oil rallies back. The Chart Master lays out the one group in the sector that could be poised to play catch-up. Plus, Williams-Sonoma’s dutch oven heats up, a potential delivery app deal and how options traders are positioned heading into next week’s key earnings reports.

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Tech stocks plummeting in today’s selloff, as AI spending fears reach a boiling point. The AI names leading the carnage, and what Nvidia CEO Jensen Huang had to say about a lack of capital holding back growth. Plus, homebuilder stocks catch a bid as rates pull back, how carriers are slashing the iPhone Duo price to get your business, and Moderna’s meltdown; the leaked data that tanked shares, and how options traders are handling the drop in the stock.

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