See the full story in the original article.
Original headline: Bullish on Anthropic but don’t want to wait until the IPO? Here’s how you can invest today.
Read the original on MarketWatch ↗
Keywords
AnthropicIPOartificial intelligence
Open a keyword to see other news on the same topic.
Related news
- Steve Eisman Says Anthropic Left Q3 Figures Out of IPO Filing on Purpose: 'Very Intentional'
Steve Eisman accused Anthropic of deliberately leaving third-quarter financial figures out of its IPO prospectus, arguing that newer numbers could reveal a sharp slowdown in growth. He made the remarks on Prof G Markets on Wednesday.
- Anthropic IPO filing warns some risks may be uninsurable. AI coverage will be issue for every company
Anthropic's S-1 filing lists risks ranging from IP theft and security incidents to data loss, climate change and rogue agents, and warns its insurance may not provide sufficient coverage while the AI-specific insurance market is still nascent. Gartner's Alissa Lugo says 'death by AI' claims could exceed 2,000 worldwide by the end of 2026, and more companies are building in AI exclusions. Dennis Hendrickson of Hendrickson Insurance says cyber policies cover only some AI losses, and nearly every cyber policy excludes bodily injury. Kara Higginbotham of Zurich North America says a coverage gap generally exists for bodily or physical harm from AI incidents, as insurers are wary of writing such risks into policies today. Henrietta Akpata of Marist University says most companies cannot say where employees use AI tools, which is the first thing to fix.
- Is Zuckerberg pulling the rug out from under Anthropic?
Meta is raising up to $97.5 billion, including $25 billion in common stock and $12.5 billion in preferred securities, as Anthropic prepares an IPO, with its prospectus showing $16.29 billion in revenue for the first half of 2026. The filing shows Anthropic's operating loss narrowed to $693 million, but its compute and infrastructure commitments exceed $600 billion, leaving it dependent on continued access to capital. The article argues Meta's advantage is its existing ad revenue to fund AI, and that its Muse models are closing the gap with Claude on some independent benchmarks, often at lower prices. Meta's third-quarter free cash flow was -$2.12 billion, and its full-year capex forecast was raised to $135 billion to $145 billion.
- How Anthropic's IPO structure could become the AI blueprint
Alex Morris, CEO and CIO of F/m Investments, discussed with Yahoo Finance's Brooke DiPalma what Anthropic's IPO could mean for the broader AI landscape. He said the company's revenue is not where a multi-trillion-dollar company would be expected, but it is selling a promise of the future, and its filing discusses potential existential risks to humanity. Wall Street will focus on the new governance structure, in which seven people would have power to largely control and appoint the board of trustees, a setup he called novel despite Google's different voting rights. He also flagged financing risk, more for Nvidia than Meta, as Meta announced a $100 billion share sale to fund AI. He said Anthropic is very likely to be substantially oversubscribed.
- Anthropic Selects JPMorgan to Lead US Retail Share Sales for Planned IPO
According to a Bloomberg report published Tuesday, citing people familiar with the matter, Anthropic (NASDAQ:ANT) has selected JPMorgan Chase & Co (NYSE:JPM) to oversee share sales to US retail investors in its planned IPO. The AI company is considering allocating about 15% to 20% of the offering to individual investors, but the proportion has not been finalized. Citigroup (NYSE:C) has been appointed to coordinate the international retail portion, which would include investors in Australia, Canada, Japan, Britain, Switzerland and selected EEA countries. Anthropic publicly filed for the IPO on Monday, with Goldman Sachs and Morgan Stanley leading the overall deal; valuation estimates range from $1.4 trillion to $1.5 trillion, with a figure as high as $1.75 trillion also cited, all preliminary. JPMorgan is also handling retail outreach for SpaceX (NASDAQ:SPCX), whose $86.2 billion IPO drew more than $100 billion in demand from individual investors.
- Amazon orders coders to rein in AI use as costs mount
Amazon has told its software engineers to rein in AI use, calling tech firms’ tracking of AI token consumption by staff “deeply flawed” and warning it could drive up costs. Vice president Terk Terkowitz said using token counts as a target rather than a measure risks “tokenmaxxing” that runs against frugality. The move follows engineers burning through budgets on coding projects; Amazon shut an internal AI-spending leaderboard earlier this year but has not imposed a token cap. Disney and Meta run similar leaderboards, and Meta has capped tokens for some employees. Amazon has invested $13bn (£10bn) in Anthropic, which is valued at $190bn and could bring a major windfall when it goes public next month.
Related markets
Latest news
- Microsoft might be the 'adult in the room' when it comes AI. Here's why.
Ahead of earnings from Microsoft (MSFT) and Alphabet (GOOG, GOOGL), Laffer Tengler Investments CEO and CIO Nancy Tengler and a panel say Microsoft could currently lead in AI thanks to its ecosystem of AI-powered software. The panel includes Christine Short of TMX Wall Street Horizon, Anna Rathbun of Grenadilla Advisory, Ken Mahoney of Mahoney Asset Management and Mark Malek of Siebert Financial.
- Vietcombank, BIDV and VietinBank Included in State Capital Restructuring Plan
Under Decision No. 2054/QĐ-TTg dated 27/10/2026, Vietcombank (VCB), BIDV (BID) and VietinBank (CTG) are on the list of companies undergoing state capital restructuring for 2026-2030. The plan targets keeping state ownership at Vietcombank and BIDV at 65% or above, while raising state ownership at VietinBank from 64.46% to 65% by 2030. The State currently holds about 74.8% of Vietcombank and 76.73% of BIDV. These are plan targets and do not mean immediate share sales or new share issuance; timing and form will be decided by competent authorities. The Ministry of Finance and the State Bank of Vietnam are tasked with implementation, and Vietnam Airlines (HVN), VIMC (MVN) and Vietnam Rubber Industry Group (GVR) are also on the list.
- Applied Digital Insiders Just Bought More Shares. Should You Join Them?
Applied Digital’s CEO and president combined to buy $6.7 million of shares on Oct. 16, as the stock fell more than 30% over the past month. The company builds AI data centers, and CoreWeave is among its largest customers under 15-year leases worth up to $11 billion in revenue for 400 megawatts, or $1.83 million per megawatt annually. Revenue rose 322% year over year to $341.9 million in its fiscal 2027 first quarter, though the company remains unprofitable as costs climb. The author argues the colocation model and long-term, low-value contracts limit Applied Digital compared with Nebius, which signs short-term deals at $40 million to $50 million per megawatt a year. The author concludes the stock looks oversold, but pure neoclouds are a better way to approach the opportunity.
- Microsoft earnings live: Microsoft to report Q1 earnings with Wall Street looking for further Azure growth
Microsoft (MSFT) will report first-quarter earnings after the bell on Wednesday, the first report under its new segments, Agents and Infra and Devices and Consumer. Bloomberg analyst consensus expects EPS of $4.27 on revenue of $90.6 billion, versus EPS of $4.13 and revenue of $77.6 billion in the same period last year. Agents and Infra revenue is expected to rise 22.5% to $75.6 billion, with Azure and Microsoft 365 expected to bring in $32.2 billion and $27.4 billion, respectively, while Devices and Consumer sales are projected to fall 6% to $15 billion. Capital expenditures, including leases, are expected to top $45.9 billion, up from $19.3 billion a year earlier, and remaining performance obligations are expected at $705.6 billion, up 77% from $389 billion. Investors will be watching Azure and Copilot growth as Microsoft pushes its AI services.
- Amazon's EPS Is "Absolutely Exploding," Says Josh Brown. Here's What the Stock Needs to See October 29
Amazon (AMZN) reports third-quarter results after the close on Thursday, October 29, with its forward P/E at 28x, near a five-year low and well below its five-year average of 49x. Normalized EPS rose from $2.90 in 2023 to $7.17 in 2025, and analysts expect $13.37 in 2028. The stock has lagged this earnings growth amid concerns over AI infrastructure spending: Amazon expects about $220 billion of capex this year, free cash flow was a $7.6 billion outflow over the 12 months to June 30, and long-term debt doubled to $128.9 billion in the first half of 2026. The article says the report needs to show AWS growth near Q2's 37% (up from 17% a year earlier), an AWS operating margin holding near 39.4%, and operating income at or above its $22.5 billion to $26.5 billion guidance.
- Apple brings touch to the Mac, reversing years-old stance on touchscreen laptop
Apple has launched its first laptop with a touchscreen, the MacBook Pro with PROLED XDR Display, which uses OLED technology. It runs M5 Pro or M5 Max chips, is lighter than Apple's current pro laptops, and runs macOS. The 14-inch version starts at $2,899 and the 16-inch version costs at least $3,399, both notable price increases, with sales beginning November 6. This is Apple's third major product launch under CEO John Ternus, in a laptop market suffering one of its worst slumps, which analysts link to AI-driven memory shortages that have raised prices. IDC reported that total PC shipments fell 20% year over year in the third quarter, while Apple's shipments dropped 11%.
Get the briefing on Telegram or Zalo
Join the Upside Telegram channel or Zalo group for the Vietnam stocks and gold briefing at 8:00 and 19:00 (Vietnam time) on trading days, plus a weekly wrap on Saturday morning.