Anthropic said its revenue rose 50% quarter over quarter to $16.8 billion, and the author estimates its 2027 revenue could exceed $100 billion and its IPO valuation could reach $2 trillion. The author argues this growth puts pressure on public companies whose shares depend on AI, such as Microsoft, whose $3.9 trillion market cap is up only 4% over the past year while the S&P 500 is up 16%. In its latest quarter, Microsoft reported revenue of $90 billion (up 18%) and diluted EPS up 32% to $4.81, but AI revenue was not highlighted separately. According to the article, Microsoft's legacy business is weighing on its valuation, and Alphabet, Meta and Amazon face a similar challenge.
Summary written by Upside AI from the original article. Read the source for full details.
Original headline: Anthropic Is Growing 50%, Microsoft Isn’t
Read the original on Yahoo Finance ↗
Related tickers and likely impact
MSFT
▼ Likely negativeMicrosoft
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Systems Software |
| Market cap | $4.0T |
| Close on 10/14/2026 | 533.69 |
| Change that session | -1.80% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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