The highly anticipated Anthropic IPO could be among the largest ever, with an expected valuation of $1.5 billion to $2 billion. Its registration documents filed on Oct. 26 showed strong first-half revenue growth but also a $693 million operating loss, an $80 billion net loss, and $518 billion in noncancellable debt over 10 years to build data centres, with two clients making up 20% of revenue. The author suggests investors may want to wait and see before rushing into the IPO, and names the Invesco AI and Next Gen Software ETF (IGPT) as a broader way to access AI stocks, up 53% year-to-date and 57% over 12 months. The fund tracks the STOXX World AC NexGen Software Development Index, with about 50% in semiconductors, 84% in US stocks, a 0.57% expense ratio, and AMD, Nvidia and Meta as its top three holdings. The author argues its lower concentration and international exposure make it suitable as a long-term holding.
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NVDA
• NeutralNvidia
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.1T |
| Close on 10/30/2026 | 204.81 |
| Change that session | -4.14% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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