Anthropic's IPO is expected later this month and could value the AI company at up to $2 trillion, more than the valuation at which Space Exploration Technologies Corp went public earlier this year. The article argues that Alphabet, Amazon and Microsoft may be better and safer options for long-term investors. Alphabet's shares fell after its quarterly results missed analyst expectations, though revenue rose 25% to $127.6 billion and operating income reached $40.6 billion; its forward P/E is 18. Amazon, a key Anthropic investor, reported net sales up 12% to $201.9 billion and AWS growth of 39% at a forward P/E of 22, while Microsoft posted revenue of $92.3 billion, 19% growth, $45.9 billion in operating income and a forward P/E of 26.
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MSFT
• NeutralMicrosoft
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Systems Software |
| Market cap | $3.9T |
| Close on 11/03/2026 | 520.77 |
| Change that session | +2.69% |
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