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▲ Likely positiveNvidia
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.1T |
| Close on 10/26/2026 | 215.98 |
| Change that session | +2.38% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
Related news
- Asia chipmaking, AI stocks surge on Anthropic IPO cheer
Chip and AI stocks in Asia rallied on Tuesday after Anthropic filed for an IPO, reviving hopes for AI demand. By 03:25 GMT, Samsung Electronics (KS:005930) rose 4% and SK Hynix Inc (KS:000660) climbed 6%; in Japan, Tokyo Electron (TYO:8035) gained 3%, Advantest Corp. (TYO:6857) jumped nearly 10% and SoftBank Group (TYO:9984) rose more than 6%. In Hong Kong, SMIC (HK:0981) added 0.8% and Hua Hong Grace Semiconductor (HK:1347) rose over 2%. Overnight on Wall Street, Nvidia (NASDAQ:NVDA) gained 2.4%, Micron Technology (NASDAQ:MU) rose 3% and CoreWeave (NASDAQ:CRWV) climbed nearly 6%. Anthropic, maker of the Claude chatbot, disclosed rapid revenue growth alongside steep losses in its IPO filing on Monday, highlighting both the commercial potential of generative AI and the high cost of developing advanced models; markets now await this week's results from major U.S. tech companies to see whether AI investment is turning into sustainable profits.
- Anthropic Just Became the First Company in History To Reach This Milestone. Here's What It Means for AI Stocks
Anthropic, the company behind the Claude chatbot, is expected to go public in November and has reported $16.8 billion in third-quarter revenue, up from $11.5 billion in the second quarter. It did not report revenue a year earlier, but its year-over-year growth is likely in the 1,000% range. According to the Financial Times, the company reached $67 billion in run rate revenue in less than six years since its 2021 founding and told investors it was profitable on an adjusted basis. The article argues this shows AI demand is real and sustainable, noting that Alphabet took about 16 years and Meta about 15 years to reach $65 billion in annual revenue. Anthropic is expected to seek a $2 trillion valuation, roughly 30 times its run rate revenue.
- Anthropic Just Filed to Go Public. Should You Buy the Stock?
Anthropic publicly filed its S-1 on Monday and is set to list next month, earning revenue from subscriptions and usage-based token fees, with its Claude Code platform cited as the key driver of growth. The filing's risk section runs more than 90 pages, ranging from the potential to 'destabilize the geopolitical order' to technology exceeding the ability of 'humans to understand and control.' Revenue reached $16.3 billion in the first half of 2026, about 14 times the same period a year earlier and three and a half times its full-year 2025 revenue. The $80.7 billion first-half net loss includes a non-cash accounting charge of $72.4 billion; excluding it, the net loss is $8.3 billion, the operating loss narrowed from $2.1 billion to $693 million, and Q2 posted a $974 million operating profit. The author says he will pass on the IPO, citing concerns that Anthropic may lack a durable moat as AI models become commodities, pressuring prices while the company keeps spending heavily on its next model.
- Anthropic IPO: SpaceX stands to make out big from AI lab's compute spending
In its IPO prospectus filed Monday, Anthropic said it agreed to spend up to $120.5 billion under its SpaceXAI arrangements through 2029, roughly $3.1 billion per month once all capacity is delivered, which it expects in December 2026. The arrangements can be cancelled on 90 days' notice. CFO Bret Johnsen said new compute deployments pay back in less than a year at current pricing, which is tracking slightly above the high end of the $30 to $50 per watt range. Johnsen expects SpaceX to reach $100 billion in ARR by year-end, while Elon Musk sees ARR reaching between $500 billion and $1 trillion by the end of 2027. Musk also confirmed a $40 billion deal for Nvidia chips leased from Apollo Global, and argues SpaceX has an advantage over smaller neocloud providers due to its credit rating and revenue from Starlink and launches.
- 5 Key Numbers From Anthropic's S-1 Filing
Anthropic has filed its S-1 registration statement, plans to list on Nasdaq under the ticker ANT, and is reportedly looking to raise $100 billion at a valuation of up to $2 trillion. Second-quarter 2026 revenue reached $11.6 billion, compared with $787 million in the same quarter of 2025 and roughly $4.7 billion in the prior quarter; first-half revenue totaled nearly $16.3 billion, a 12.5-fold increase year on year. The filing lists spending commitments on compute and infrastructure totaling $637 billion, the largest being $161.2 billion with Broadcom for TPU compute capacity over five years. First-half gross margin was 85% based on the reported cost of revenue, while R&D costs of about $9.7 billion and sales and marketing costs of $3.8 billion sit outside cost of revenue. In the third quarter, 79% of revenue came from customers outside the top five, and no single customer accounted for more than 10% of revenue in the nine months ending Sept. 30.
- Stock Market Today: Dow Rise As Anthropic IPO Boosts These AI Stocks; Brazil Plays Plunge (Live Coverage)
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