The Maley Report

The Maley Report

Before the Open

Great...But What About the Timing of the ROI on AI???

Anthropic’s IPO announcement sounded great, but the narrative still has many holes in it.

Oct 27, 2026
∙ Paid

  • Anthropic’s IPO announcement provided a boost to stocks, but serious questions remain about AI profitability.

  • This week’s hyperscaler earnings…and the Fed’s rate decision…should be critical catalysts this week.

  • Technology’s technical deterioration poses a growing risk for the broader market.

User's avatar

Continue reading this post for free, courtesy of Matt Maley.

Or purchase a paid subscription.
© 2026 Matt Maley · Publisher Terms
Substack · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture