The Sept. 29 market watchlist highlights an oil-driven boost for stocks, Anthropic’s prospective November IPO and its plans to spend $518 billion on cloud computing and AI infrastructure. OpenAI is holding its developer day in San Francisco after shelving GPT-6.1 Astra over concerns about alignment and scope authorization. Oura postponed its Nasdaq IPO despite strong demand, while Meta launched its Muse agent for small businesses after recruiting MongoDB’s CEO for its enterprise push. Deutsche Bank upgraded Netflix to buy, Boeing faces scrutiny over a software glitch and a 737 Max 10 certification delay, and Bank of America raised Johnson & Johnson’s price target and its peak-sales estimate for Icotyde. Nvidia is slightly higher after announcing $235 billion in buyback capacity, while Hinge Health received a BofA buy rating and a $110 price target, implying 19% upside from the prior close.