Meta Platforms launched $35 billion of stock offerings on Monday and plans a separate $60 billion at-the-market program in 2027, the same day Anthropic reportedly planned to make its IPO filing public. Jim Cramer warns that Anthropic's listing could pull money away from AI stocks such as Nvidia, Microsoft, Amazon and Alphabet. Nvidia's forward P/E is 17x, the low of its three-year range, while Microsoft trades at 27x forward earnings against a three-year low of 19x, leaving more room to fall if capital is drawn away. The article notes a strong Anthropic debut could boost confidence in the AI data center theme, and Amazon and Alphabet have the most at stake since both hold stakes in Anthropic. The author argues the bigger near-term risk is the new stock supply rather than weaker demand, and expects Microsoft to feel the pressure first.
Summary written by Upside AI from the original article. Read the source for full details.
Original headline: Anthropic’s IPO Will “Suck a Massive Amount of Money” From AI Stocks, Cramer Warns
Read the original on Yahoo Finance ↗
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Related tickers and likely impact
AMZN
▼ Likely negativeAmazon
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Consumer Discretionary |
| Industry | Broadline Retail |
| Market cap | $2.7T |
| Close on 10/26/2026 | 249.01 |
| Change that session | +0.41% |
GOOGL
▼ Likely negativeAlphabet Inc. (Class A)
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Communication Services |
| Industry | Interactive Media & Services |
| Market cap | $4.0T |
| Close on 10/26/2026 | 316.89 |
| Change that session | -1.04% |
META
▼ Likely negativeMeta Platforms
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Communication Services |
| Industry | Interactive Media & Services |
| Market cap | $1.7T |
| Close on 10/26/2026 | 630.47 |
| Change that session | -1.89% |
MSFT
▼ Likely negativeMicrosoft
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Systems Software |
| Market cap | $3.9T |
| Close on 10/26/2026 | 532.75 |
| Change that session | +1.57% |
NVDA
▼ Likely negativeNvidia
Relevance: low
| 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
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