Anthropic IPO leads AI's $235 billion dealmaking blitz

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• 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.

  Yahoo Finance·27/10, 04:09▲ NVDANVDAsemiconductorsartificial intelligence
• 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.

  Yahoo Finance·26/10, 22:55▲ NVDAAnthropicIPOartificial intelligence
• 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.

  Yahoo Finance·26/10, 17:24▲ NVDAAnthropicIPONVDA
• Anthropic IPO stands alone as AI market jitters sideline others

  Anthropic is still pressing ahead with its IPO as planned in the middle of next month after making its prospectus public as early as late October, though people familiar with the matter say the plans and dates could change. The offering would test whether Anthropic can achieve a potential valuation of about US$1.5 trillion amid an AI market selloff, with marketing to investors expected the week of Nov. 9. Other AI infrastructure and data center issuers, including Switch, Nscale, SB Energy, AirTrunk REIT and Firmus, have delayed or paused their listings as rising rates and AI share and bond selloffs weigh on the sector, and Oura's recent IPO drew little long-only investor participation. Anthropic did not immediately respond to a request for comment.

  theglobeandmail.com·22/10, 15:00▼ NVDA▼ QQQ▼ AMZN▼ GOOGLIPOAnthropicartificial intelligence
• Making sense of Anthropic's $750 billion compute bet

  A Wall Street Journal report on a new draft IPO prospectus says Anthropic's revenue for the first half of 2026 reached $16.3 billion, up from $1.1 billion a year earlier, while compute and infrastructure spending rose to nearly $9 billion from $2.3 billion. The company posted a net loss of $80.7 billion, mostly from accounting for convertible shares and notes. Its compute commitments could reach $750 billion, including non-cancelable contracts of $111 billion with Google, $110 billion with Amazon Web Services and $31 billion with Microsoft, regardless of actual usage. The discussion noted that about $600 billion is essentially committed, with talks on another $150 billion, and that two customers make up roughly a fifth of first-half revenue, so any pullback in hyperscaler spending could significantly hit revenue.

  Yahoo Finance·21/10, 13:04▲ NVDA▲ MSFTNVDAAnthropicIPO
• Anthropic IPO, MANGOS ETFs and the Future of the AI Trade

  This ETF Spotlight podcast features Paul Marino, Chief Revenue Officer of Themes ETFs, discussing the AI trade, the Anthropic IPO, and investing in MANGOS companies. The AI trade came under pressure last week after hotter-than-expected inflation readings, and neocloud stocks, especially highly leveraged ones, plunged. Anthropic held an investor meeting ahead of an IPO that could be the biggest ever, with third-quarter revenue reportedly up 45% to $16.8 billion. The Leverage Shares MANGOS ETF (MGOL) gives exposure to six MANGOS companies, including Meta, Anthropic, NVIDIA, Alphabet, OpenAI and SpaceX, via derivatives, while investors should weigh the risks of limited transparency in private companies. AI is creating new cybersecurity risks while expanding long-term opportunities, and uranium has benefited from AI data center buildouts, yet uranium and nuclear ETFs such as URAN have struggled this year.

  Yahoo Finance·19/10, 19:17• NVDA• QQQIPOAnthropicETF

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• World Bank's Banga: Availability of capital 'not really an issue' as AI demand drives up borrowing costs

  World Bank President Ajay Banga told CNBC that capital remains available despite concerns that AI demand is pushing interest rates higher, calling it "not really an issue." He said the World Bank mobilized $112 billion last year, around three times the amount recorded three years earlier, and that emerging markets are not showing the same hesitancy because their investments focus on infrastructure such as bridges and roads, while developed economies need funding for large AI use cases. Banga noted that investors may be concerned about circular financing and the AI business model, but he still believes AI will be transformative and profitable, though "everybody sees bumps in the road from here to there." He also said the private capital the World Bank oversees does not go to governments, which helps it avoid fears of debt crisis and rising bond yield challenges.

  CNBC·27/10, 12:44▼ QQQ▼ SPYartificial intelligenceinterest ratesWorld Bank
• Better Defense Stock to Own Through 2030: Palantir vs. RTX Corporation

  The article compares Palantir (PLTR) and RTX Corporation (RTX) as two ways to invest in rising global defense spending. Palantir's software helps defense and intelligence agencies gather and coordinate information; its second-quarter revenue rose 93% year over year (U.S. commercial up 149%, U.S. government up 90%), and it raised full-year guidance. However, the stock trades at a trailing P/E of 168 and competes with established technology providers. Of 30 analysts, the average rating is a moderate buy, with target prices for the next year between $80 and $265. RTX, through Raytheon, Pratt & Whitney and Collins Aerospace, supplies missile defense, military engines and aircraft components; its third-quarter sales rose 11%, its record backlog reached $340 billion including $164 billion in defense orders, and its P/E is 31. The article argues Palantir suits growth investors who accept a high valuation, while RTX is the more balanced option given its established earnings, diversification and dividend.

  Yahoo Finance·27/10, 12:35defensePLTRvaluation
• Santoli: We are nearing a now-or-never moment for the AI trade to rebound

  The S&P 500 has moved sideways for months, while former AI leaders (tracked by the iShares AI Innovation ETF) fell 35 percentage points relative to the equal-weight S&P 500, recovered half, then gave back most of the bounce. Higher bond yields and oil above $100 a barrel have pressured cyclical sectors, and tighter debt markets are raising hurdle rates for marginal AI data-center borrowers. Goldman Sachs cited trader exhaustion, noting the momentum-factor basket moved at least 5% in a day 30 times in 2026. John Kolovos of Macro Risk Advisors says sentiment is nearing a “fat pitch” for a tactical rebound, but the macro backdrop must cooperate, and hedge funds have sharply cut leverage and tech exposure. Citadel Securities data show retail investors heavily buying dips, yet past market bottoms came when retail traders were net sellers, so any rebound may prove limited in strength and durability.

  CNBC·27/10, 12:33• NVDA• QQQartificial intelligenceS&P 500oil prices
• Big Tech Is About to Report. Nvidia Investors Should Watch One Number.

  Microsoft and Alphabet will report quarterly results on Oct. 28 after the close, and Amazon on Oct. 29. Because these three companies are Nvidia customers, the article says Nvidia investors should watch capital expenditures (capex). Microsoft gave capex guidance of $175 billion for fiscal 2027, Alphabet expects 2026 capex of $195 billion to $205 billion, up from an earlier $180 billion to $190 billion, and Amazon raised its cash capex forecast by $20 billion to $220 billion. Nvidia reported that its latest quarterly revenue rose 106% to $96 billion, with more than 90% from data centers. The article says rising capex or signs of sustained heavy spending would be positive for Nvidia, while any slowdown would be negative in the short term.

  Yahoo Finance·27/10, 12:30• MSFT• NVDAearningscapital expendituredata centers
• What’s Driving Strong Q3 Momentum for Meta Platforms (META)

  Renaissance Investment Management's Large Cap Growth Strategy highlighted Meta Platforms (META) as a strong performer in the third quarter of 2026, a period in which the S&P 500 rose 2.3%. According to the letter, Meta launched its Muse consumer AI agent in September, with an app that offers integrated feeds and can act on the user's behalf, and early App Store results suggest Meta is becoming an early leader in monetizing its AI investments. As of October 26, 2026, META closed at $630.56, a market capitalization of $1.61 trillion, down 4.47% year to date, with a 52-week range of $520.26 to $779.82. At the end of the second quarter, 254 hedge fund portfolios held META, compared with 262 in the prior quarter, and it ranked fifth on a list of 40 most popular hedge fund stocks heading into 2026.

  Yahoo Finance·27/10, 12:23▲ METAMETAartificial intelligenceS&P 500
• VND 1,600 billion in dividends set to flow to VRG shareholders

  VRG (GVR, HoSE) plans to pay about VND 1,600 billion in cash dividends for 2025 at a 4% rate, or VND 400 per share, based on 4 billion outstanding shares. The last registration date is November 11, 2026, with payment expected on December 10, 2026. The Ministry of Finance holds 96.77% of voting shares, about 3.87 billion shares, and is expected to receive over VND 1,548.3 billion in dividends. In the reviewed consolidated financial statements for the first half of 2026, net revenue reached over VND 15,927.7 billion (up 37.7%) and net profit exceeded VND 4,947.4 billion (up 68.6%), completing 187% of the full-year after-tax profit plan of VND 2,644 billion.

  CafeF·27/10, 12:22dividendsearningsVietnam