European stocks rose close to record highs, extending their gains over the U.S. market. According to Sina Finance, the Stoxx Europe 600 closed 0.3% higher at 658.32, just below its record closing high of 660.51 set in August. Since early October, the index has gained 3.9%, while the S&P 500 has fallen 2%. Before the release of higher-than-expected U.S. October inflation data, European shares briefly rose above the August record. Core CPI, excluding food and energy, increased 0.3% month over month, above the median estimate of 0.2%. Investors have favored more defensive European assets in recent weeks amid unease sparked by technology stocks and a sell-off in AI-related shares after last week’s midterm elections. Falling oil prices also supported European stocks. Karen Georges, an equity fund manager at Paris-based Ecofi, said funds were rotating from AI trades into other sectors, including banks and utilities, making Europe a major beneficiary and bringing inflows to the market. She added that record highs were driven by strong corporate earnings rather than high valuations, with price-to-earnings ratios generally around historical averages. Bank and industrial shares were among the main drivers of Tuesday’s gains, while the technology sector received a boost from Infineon Technologies’ optimistic outlook. The chipmaker raised its 2027 sales forecast for its data-center business, indicating its belief that the business would continue to drive growth despite mounting concerns about the AI boom. Investors are now focused on AI giant Anthropic PBC, which is beginning to market its initial public offering in the United States.

Citi strategists took profits on a trade recommending positioning for a December Fed rate hike, saying the bar for a 50-basis-point increase remains high. According to Sina Finance, after the October CPI release, markets had fully priced in a 25-basis-point hike next month, and Citi also closed a short position betting on two-year core inflation. The team led by Jason Williams wrote that Fed Governor Christopher Waller’s remarks and Tuesday’s inflation data had “opened up the distribution of possibilities,” but the team still considered the bar for a 50-basis-point hike high. Citi said inflation had exceeded expectations for a second consecutive month, prompting it to seriously reassess its view that core inflation would steadily decline.

Anthropic PBC lodged an Australian prospectus, allowing retail investors to buy shares in its initial public offering, which targets a $1.4 trillion valuation, according to Bloomberg.

OpenTable CEO Debby Soo said diners continue to value restaurant experiences despite economic pressures, with Gen Z especially likely to go out for celebrations and smaller special occasions, according to Bloomberg. The 2027 dining trends report found that 68% of diners expect to eat out the same amount or more, rising to 88% among Gen Z.

Jericho Capital Asset Management’s flagship hedge fund plunged 17% in October, placing it among the industry’s worst performers. According to Sina Finance, citing people familiar with the matter, the decline erased all of the fund’s gains for the year and brought its year-to-date return to about -2%. Regulatory filings showed that, as of the end of June, Jericho held 29 stocks, with nearly half its exposure in technology stocks, followed by communications stocks. Its two largest holdings were application delivery company Fa5 Inc. and mobile advertising technology company AppLovin Corp.; shares of both companies fell more than 20% in October.

The “Yes” option in Polymarket’s “Both Teams to Kill Roshan” sub-market for “Dota 2: Froglings vs. Power Rangers (BO3) - 1win Essence Play-in Group A” rose to 90% from 50% one hour earlier. According to ChainCatcher, the odds increased by 40 percentage points.

Media reports that a woman suspected of being an asset for Chinese intelligence had grown close to Nvidia Corp. CEO Jensen Huang were followed by the erasure of $1 trillion in stock-market value, according to Bloomberg. Huang acknowledged having an extramarital affair.

On Polymarket, the “Over” outcome in the “Map 3 Total Rounds: Over/Under 21.5” market for “Counter-Strike: Spirit vs. FUT Esports - BLAST Rivals Group B” fell sharply. According to ChainCatcher, its probability dropped from 50% one hour ago to 26% currently, a 24-percentage-point decline.

Stifel announced a new partnership with Anthropic at its 2026 Blueprint Conference in Las Vegas, according to Bloomberg. The tools are intended to help advisers organize work, improve productivity and communicate with clients, rather than replace human judgment. Stifel CEO and Chairman Ron Kruszewski also commented on Federal Reserve monetary policy and the state of the market on “Bloomberg The Close.”

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Anthropic 推进 IPO，目标估值约 1 万亿美元，较此前预期缩水；谷歌、微软、英伟达等拟认购 260 亿美元战略配售。

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四款代币化信贷产品已聚集10.5亿美元资产，机构RWA的下一轮增长，取决于这些资产能否在DeFi借贷市场成为合格抵押品。