Broadcast Executive Summary
Anthropic’s IPO filing helps revive the AI trade, with the company reporting strong first-half revenue while flagging major financial, infrastructure and AI-related risks. Meta seeks up to $95 billion to fund AI investment, while Microsoft offers buyouts to around 60,000 employees. Markets focus on technology earnings and central banks. Korean memory stocks and the Nikkei gain, while the yen weakens ahead of the Bank of Japan. Emirates NBD Chief Economist Nick Stadtmiller tells Horizons he expects the Fed to hold rates in October and sees slower US growth in 2027. In the Middle East, Saudi, Turkish and Pakistani officials hold talks in Tehran
Geospatial & Sector Context (TEL AVIV / JERUSALEM)
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