OpenAI is looking to raise a new $30 billion funding round at a $1.25 trillion valuation, according to Bloomberg, after previously seeking capital at a $1.5 trillion valuation. The company raised $122 billion in March, when it was valued at $852 billion. Rival Anthropic is preparing to file its IPO ahead of the Thanksgiving holiday, with Wall Street anticipating a valuation of as high as $2 trillion, and could publicly reveal its S-1 at any time in the coming days. The talks come amid broad declines in AI stocks over concerns about data center buildouts, with neoclouds such as CoreWeave (CRWV) at the center over their heavy debt loads. The Philadelphia Semiconductor Index is down 7% over the past 5 days, and Meta fell as much as 7% on Thursday after raising the low end of its capital expenditure guidance.
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Related tickers and likely impact
META
▲ Likely positiveMeta Platforms
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Communication Services |
| Industry | Interactive Media & Services |
| Market cap | $1.9T |
| Close on 10/22/2026 | 648.91 |
| Change that session | -6.97% |
NVDA
▲ Likely positiveNvidia
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.2T |
| Close on 10/22/2026 | 212.28 |
| Change that session | -4.36% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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