Did the Anthropic IPO announcement just kick-start the next AI rally? @SteveSosnick says the filing rekindled excitement around the AI trade, with investors rushing back into AI-linked stocks. #AIstocks# #anthropicIPO#

ANTHROPIC IPO INVESTORS PUSH FOR LOWER $1.5T–$1.6T VALUATION: WSJ Major institutional investors are reportedly urging Anthropic to pursue a more conservative IPO valuation of $1.5T to $1.6T, well below the roughly $2T valuation discussed in recent months. Some investors reportedly favor a lower starting valuation to leave room for a strong first-day trading gain, with expectations that Anthropic could potentially reach a $2T valuation after its market debut. The company has not finalized its IPO valuation or the number of shares it plans to sell. Anthropic is expected to begin its IPO roadshow as soon as next week, with its Nasdaq debut targeted for the week before Thanksgiving.

Anthropic scales faster by plugging into Big Tech’s existing distribution. $AMZN and $GOOGL help it scale infrastructure and reach customers without building those channels from scratch.But that also puts more of Anthropic’s business in the hands of two companies. After the Anthropic IPO @TradrETFs expects to launch leveraged long and short ETFs, $ANTT and $ANTZ. A registration statement relating to these securities has been filed with the Securities and Exchange Commission but has not yet become effective. See the pre-effective prospectus.

Anthropic IPO filing reveals steep losses and security concerns that could test investor enthusiasm for the AI heavyweight, as Echo Wang breaks down what could be one of the largest IPOs in history

Anthropic’s IPO is what markets “have been waiting for, says Byron Deeter from Bessemer Venture. He tells Ed Ludlow why 2027, post-Anthropic IPO, will be the year public market investors really get to participate in the AI wave