Host Ejaaz Ahamadeen of In the Loop says Anthropic's (ANTH.PVT) S-1 filing shows about $132 billion in cash, far from the near-zero balance rumored in recent months despite heavy compute spending. Around $19 billion of that is reportedly in investment-grade contracts, giving the company funds for large capital expenditure commitments. He compares that cash pile with those of Apple and of Google and Meta before they spent heavily on GPUs, saying Anthropic now plays in the same league. He notes that Anthropic lacks the revenue diversification of Google or Meta, making it a more precarious bet as an IPO candidate because it relies solely on AI.
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AMZN
• NeutralAmazon
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| Market | US stocks |
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| Market cap | $2.7T |
| Close on 10/26/2026 | 249.01 |
| Change that session | +0.41% |
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• NeutralAlphabet Inc. (Class A)
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| Market cap | $4.0T |
| Close on 10/26/2026 | 316.89 |
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