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Jason Greenberg, executive chairman of tech, media and telecom investment banking at Jefferies, says markets are distinguishing between winners and losers as AI infrastructure spending evolves from chips and systems toward software and, eventually, enterprise applications. He speaks on "Bloomberg Open Interest."

Jason Greenberg, Jefferies Executive Chairman of TMT Investment Banking and Global Head of IB Strategy, says AI demand remains strong but the market is entering a critical new phase: investors want proof that AI can generate real returns beyond chips and coding. He explains why software could be the next winner and why today's data-center boom differs from telecom.

Anthropic PBC filed for an IPO, warning its technology carried existential risks even as it moved a step closer to being the first company focused primarily on developing the most advanced artificial intelligence models to go public. The company behind Claude expects to begin trading on the Nasdaq Global Select Market under the symbol ANT, a filing Monday with the US Securities and Exchange Commission showed. Anthropic filed confidentially in June for a listing. We get analysis from Mandeep Singh, Global Head of Tech Research for Bloomberg Intelligence.

New Century Advisors Chief Economist Claudia Sahm argues that high energy costs could spread into other consumer prices and that tariffs on Canada may rise, creating upside inflation risks that could justify a rate hike in October. She speaks on "Bloomberg Open Interest."

Anthropic PBC has filed an an IPO, warning its technology poses various "risks to humanity." Bloomberg's Ed Ludlow breaks down what we know so far.

Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Verizon (VZ) shares are moving after it reported its strongest third-quarter performance in wireless customer additions in five years, adding a net 406,000 monthly phone lines. - PagSeguro (PAGS) is among the many Brazil-linked stocks sliding this morning after President Luiz Inácio Lula da Silva won Brazil's runoff election with 51.8% of the vote, defeating Flávio Bolsonaro who received 48.2%. - Surgery Partners (SGRY) is moving on news Bon Secours Mercy Health is in late-stage talks to buy a majority stake in Surgery Partners, the Financial Times reported.

Daniel Flax, Neuberger senior research analyst and managing director, says Anthropic's S-1 signals an "extraordinary growth trajectory ahead." Speaking on "Bloomberg Open Interest," Flax also acknowledges Anthropic faces challenges from competition.

Anthropic PBC has filed its long-awaited IPO and is expected to begin trading on the on the Nasdaq Global Select Market under the symbol ANT. A filing with the Securities and Exchange Commission shows Goldman Sachs and Morgan Stanley lead the IPO. "Bloomberg Open Interest" has more.

"From a risk-management perspective, it probably makes sense to raise rates," says Neil Dutta, head of US economic research at Renaissance Macro Research, as markets anticipate the Federal Reserve to hold interest rates steady at this week's meeting. He speaks on "Bloomberg Surveillance."

In an exclusive conversation with Bloomberg's Heesu Lee, South Korean budget minister Park Hong Keun says that the fund financed by semiconductor-driven tax gains will serve as a fiscal dam to cushion from higher yields

"Right now, the bond side of things, the rate side of things, is probably the easier trade to be in," says Max Kettner, chief multi-asset strategist at HSBC Bank. He explains the factors behind his cautious view of equities through the end of the year amid what he calls "narrative bingo." He speaks on "Bloomberg Surveillance."

Nur Cristiani, head of Latin America investment strategy at JPMorgan Private Bank, examines the market implications of the Brazilian election after President Luiz Inácio Lula da Silva pulled off a stunning comeback to defeat Flávio Bolsonaro, the right-wing candidate that many investors preferred. She speaks on "Bloomberg Surveillance."