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🚨 JUST IN: WALL STREET CUT ANTHROPIC BY $500B — ANTHROPIC PULLED ITS PRICE. 👀 The $2T dream is now $1.4T. 867M shares at $70–80, $69.3B — then Anthropic pulled the terms, saying the pricing was wrong. IPO not cancelled. Roadshow was due today. The AI selloff already dragged $BTC under $75K. Would YOU buy Anthropic at $1.5T? #AnthropicRejectsIPODelayValuationinQuestion #Anthropic #AI #TechNewsToday #IPO
🚨 JUST IN: WALL STREET CUT ANTHROPIC BY $500B — ANTHROPIC PULLED ITS PRICE.
👀 The $2T dream is now $1.4T.

867M shares at $70–80, $69.3B — then Anthropic pulled the terms, saying the pricing was wrong.
IPO not cancelled. Roadshow was due today.
The AI selloff already dragged $BTC under $75K.
Would YOU buy Anthropic at $1.5T? #AnthropicRejectsIPODelayValuationinQuestion #Anthropic #AI #TechNewsToday #IPO
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📰 Anthropic IPO shock: why did the AI giant suddenly retract its pricing details? Anthropic has withdrawn preliminary pricing details it circulated to investment bankers for its initial public offering, raising questions about the accuracy of documents prepared for one of Wall Street's most-watched listings. The Claude developer initially distributed paperwork proposing to sell about 867 million shares at $70 to $80 apiece, according to emails Reuters reviewed. At the upper end, those figures suggested proceeds of about $69.3 billion. A subsequent email said the pricing information was inaccurate and promised an updated filing. The company has not explained the error, leaving investors to distinguish a possible paperwork correction from any broader change in its plans. Anthropic IPO: What went wrong with the pricing figures? The sequence was unusual because the indicative price range… Source : Invezz Time : 2026-11-10 03:39:38 Credit : devesh kumar #ipo #stock_market $ANT Share your opinion in the comment section below
📰 Anthropic IPO shock: why did the AI giant suddenly retract its pricing details?
Anthropic has withdrawn preliminary pricing details it circulated to investment bankers for its initial public offering, raising questions about the accuracy of documents prepared for one of Wall Street's most-watched listings. The Claude developer initially distributed paperwork proposing to sell about 867 million shares at $70 to $80 apiece, according to emails Reuters reviewed. At the upper end, those figures suggested proceeds of about $69.3 billion. A subsequent email said the pricing information was inaccurate and promised an updated filing. The company has not explained the error, leaving investors to distinguish a possible paperwork correction from any broader change in its plans. Anthropic IPO: What went wrong with the pricing figures? The sequence was unusual because the indicative price range…
Source : Invezz
Time : 2026-11-10 03:39:38
Credit : devesh kumar
#ipo #stock_market
$ANT
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📰 Anthropic IPO shock: why did the AI giant suddenly retract its pricing details? Anthropic has withdrawn preliminary pricing details it circulated to investment bankers for its initial public offering, raising questions about the accuracy of documents prepared for one of Wall Street's most-watched listings. The Claude developer initially distributed paperwork proposing to sell about 867 million shares at $70 to $80 apiece, according to emails Reuters reviewed. At the upper end, those figures suggested proceeds of about $69.3 billion. A subsequent email said the pricing information was inaccurate and promised an updated filing. The company has not explained the error, leaving investors to distinguish a possible paperwork correction from any broader change in its plans. Anthropic IPO: What went wrong with the pricing figures? The sequence was unusual because the indicative price range… Source : Invezz Time : 2026-11-10 03:39:38 Credit : devesh kumar #ipo #stock_market $ANT Share your opinion in the comment section below
📰 Anthropic IPO shock: why did the AI giant suddenly retract its pricing details?
Anthropic has withdrawn preliminary pricing details it circulated to investment bankers for its initial public offering, raising questions about the accuracy of documents prepared for one of Wall Street's most-watched listings. The Claude developer initially distributed paperwork proposing to sell about 867 million shares at $70 to $80 apiece, according to emails Reuters reviewed. At the upper end, those figures suggested proceeds of about $69.3 billion. A subsequent email said the pricing information was inaccurate and promised an updated filing. The company has not explained the error, leaving investors to distinguish a possible paperwork correction from any broader change in its plans. Anthropic IPO: What went wrong with the pricing figures? The sequence was unusual because the indicative price range…
Source : Invezz
Time : 2026-11-10 03:39:38
Credit : devesh kumar
#ipo #stock_market
$ANT
Share your opinion in the comment section below
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Anthropic Officially Moves Forward With Its IPO! Anthropic, the company behind Claude AI, announced on November 10, 2026, that it has launched the roadshow for its proposed IPO. Key details from its official announcement and SEC filing: Proposed ticker: $ANT Exchange: Nasdaq IPO price range: $70–$78 per share Shares offered: 825 million Additional private placement: $26 billion from major technology investors. The company plans to use the proceeds to support business expansion, AI infrastructure, research, and other corporate needs. This could become a landmark public offering for the AI industry. All eyes are now on $ANT. #AnthropicIPO #ANT #ClaudeAI #IPO #Binance
Anthropic Officially Moves Forward With Its IPO!

Anthropic, the company behind Claude AI, announced on November 10, 2026, that it has launched the roadshow for its proposed IPO.

Key details from its official announcement and SEC filing:

Proposed ticker: $ANT
Exchange: Nasdaq
IPO price range: $70–$78 per share
Shares offered: 825 million
Additional private placement: $26 billion from major technology investors.

The company plans to use the proceeds to support business expansion, AI infrastructure, research, and other corporate needs.

This could become a landmark public offering for the AI industry.

All eyes are now on $ANT.

#AnthropicIPO #ANT #ClaudeAI #IPO #Binance
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🚨 AI's Biggest Moment Is Here! #AnthropicIPO is making headlines as Anthropic takes a major step toward becoming a publicly traded company. This move could attract fresh capital, boost confidence in the AI sector, and increase investor interest across the market. The IPO is still awaiting regulatory approval, but it's already one of the most closely watched events in the AI industry. Keep this on your radar—this could be a defining moment for the future of artificial intelligence. What's your take? Bullish on AI? 👇 $ANTHROPIC {future}(ANTHROPICUSDT) #Anthropic #IPO #CryptoNews
🚨 AI's Biggest Moment Is Here!

#AnthropicIPO is making headlines as Anthropic takes a major step toward becoming a publicly traded company. This move could attract fresh capital, boost confidence in the AI sector, and increase investor interest across the market.

The IPO is still awaiting regulatory approval, but it's already one of the most closely watched events in the AI industry. Keep this on your radar—this could be a defining moment for the future of artificial intelligence.

What's your take? Bullish on AI? 👇

$ANTHROPIC

#Anthropic #IPO #CryptoNews
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HKEX confirmed Alibaba may proceed with a proposed Hong Kong listing of T-Head, its data-center chip unit. • T-Head confidentially filed Form A1 on September 11, 2026 for an H-share Main Board listing via a global offering • IPO size and valuation have not been finalized, and T-Head is expected to remain an Alibaba subsidiary • Still needs Listing Committee approval, a CSRC filing and final decisions, with no assurance on timing Why it matters: COIN BRO analysis: another official step in the 2026 AI IPO wave, this time on the China chip side. Source: Alibaba HKEX announcement Not financial advice. 💬 Does a China chip listing change how you read the AI hardware trade? #Alibaba #IPO #AI
HKEX confirmed Alibaba may proceed with a proposed Hong Kong listing of T-Head, its data-center chip unit.

• T-Head confidentially filed Form A1 on September 11, 2026 for an H-share Main Board listing via a global offering
• IPO size and valuation have not been finalized, and T-Head is expected to remain an Alibaba subsidiary
• Still needs Listing Committee approval, a CSRC filing and final decisions, with no assurance on timing

Why it matters: COIN BRO analysis: another official step in the 2026 AI IPO wave, this time on the China chip side.
Source: Alibaba HKEX announcement
Not financial advice.

💬 Does a China chip listing change how you read the AI hardware trade?

#Alibaba #IPO #AI
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#anthropicrejectsipodelayvaluationinquestion Anthropic's IPO: the price is moving faster than the paperwork 📉 Anthropic still plans to list on Nasdaq as "ANT", with pricing targeted for next week. But nothing is locked in. What the sources show: • Reuters: a filing sent to bankers listed ~867M shares at $70–80 (up to $69.3B), then was retracted as "inaccurate." No corrected filing yet. • Bloomberg: buyer talk slid from ~$2T in early Oct to $1.2–1.3T, some even $1.1T, after the $2.5T Nasdaq selloff. • WSJ: roadshow continues; debut eyed before Thanksgiving. Where they differ: earlier WSJ reporting cited $1.5–1.6T, Bloomberg's buyers sit lower. Treat every range as unconfirmed. My take: the reported $26B placement from Google, Nvidia, Microsoft and others signals demand, but it's partly circular since backers are also suppliers. The real test is the refiled range versus $70. Watch: the corrected S-1 and day-one trading. Would you buy at $1.2T or wait? 👇 “Not financial advice” $ANTHROPIC {future}(ANTHROPICUSDT) $NVDA {future}(NVDAUSDT) $BTC {future}(BTCUSDT) #Anthropic #IPO #AIChipSlumpNasdaq
#anthropicrejectsipodelayvaluationinquestion
Anthropic's IPO: the price is moving faster than the paperwork 📉

Anthropic still plans to list on Nasdaq as "ANT", with pricing targeted for next week. But nothing is locked in.

What the sources show:
• Reuters: a filing sent to bankers listed ~867M shares at $70–80 (up to $69.3B), then was retracted as "inaccurate." No corrected filing yet.
• Bloomberg: buyer talk slid from ~$2T in early Oct to $1.2–1.3T, some even $1.1T, after the $2.5T Nasdaq selloff.
• WSJ: roadshow continues; debut eyed before Thanksgiving.

Where they differ: earlier WSJ reporting cited $1.5–1.6T, Bloomberg's buyers sit lower. Treat every range as unconfirmed.

My take: the reported $26B placement from Google, Nvidia, Microsoft and others signals demand, but it's partly circular since backers are also suppliers. The real test is the refiled range versus $70.

Watch: the corrected S-1 and day-one trading.

Would you buy at $1.2T or wait? 👇
“Not financial advice”

$ANTHROPIC
$NVDA
$BTC

#Anthropic #IPO #AIChipSlumpNasdaq
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Anthropic’s valuation expectations have dropped from $2 trillion to around $1.2 trillion. So why is it still pushing ahead with its IPO?🤔🤔 Potential buyers are now discussing a valuation of $1.2–$1.3 trillion, with some considering as little as $1.1 trillion. Yet Anthropic isn’t waiting. According to Reuters, it will kick off its Nasdaq IPO roadshow on Tuesday morning. Getting the deal done seems to matter more than waiting for a better price. Meanwhile, Google, Nvidia, AMD, Broadcom, Micron, Microsoft and TSMC are set to invest $26 billion through a private placement at the IPO price. Look at who’s buying: chipmakers, a chip foundry and cloud providers—all investing in a major customer. Some of that money could eventually come back to them as orders for chips, compute and cloud services. Public-market investors are asking how much Anthropic is worth. Its industry backers are also thinking about how much business it could send their way. They’re already in this together #AnthropicRejectsIPODelayValuationinQuestion #IPO #AI
Anthropic’s valuation expectations have dropped from $2 trillion to around $1.2 trillion. So why is it still pushing ahead with its IPO?🤔🤔

Potential buyers are now discussing a valuation of $1.2–$1.3 trillion, with some considering as little as $1.1 trillion.

Yet Anthropic isn’t waiting. According to Reuters, it will kick off its Nasdaq IPO roadshow on Tuesday morning. Getting the deal done seems to matter more than waiting for a better price.

Meanwhile, Google, Nvidia, AMD, Broadcom, Micron, Microsoft and TSMC are set to invest $26 billion through a private placement at the IPO price.

Look at who’s buying: chipmakers, a chip foundry and cloud providers—all investing in a major customer. Some of that money could eventually come back to them as orders for chips, compute and cloud services.

Public-market investors are asking how much Anthropic is worth. Its industry backers are also thinking about how much business it could send their way.

They’re already in this together #AnthropicRejectsIPODelayValuationinQuestion #IPO #AI
NVDA-6.26%
ANTHROPIC-6.48%
GOOGUS-0.79%
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🚨 BREAKING: ANTHROPIC IS MOVING CLOSER TO AN IPO! 🚀 👀 Anthropic is reportedly preparing to push ahead with its Initial Public Offering (IPO) as soon as next week, despite recent market volatility. 🔥 A potential IPO could become one of the biggest events in the AI industry this year. 💡 Investors are watching closely as competition in the artificial intelligence sector continues to heat up. What do you think? Could Anthropic's IPO become a major market catalyst? #Anthropic #IPO #AI #ArtificialIntelligence #TechStocks #CryptoNews #BinanceSquare This is for educational purposes only, not financial advice (NFA). Always do your own research (DYOR). $NVDAB $MSFTB $GOOGLB
🚨 BREAKING: ANTHROPIC IS MOVING CLOSER TO AN IPO! 🚀

👀 Anthropic is reportedly preparing to push ahead with its Initial Public Offering (IPO) as soon as next week, despite recent market volatility.

🔥 A potential IPO could become one of the biggest events in the AI industry this year.

💡 Investors are watching closely as competition in the artificial intelligence sector continues to heat up.

What do you think? Could Anthropic's IPO become a major market catalyst?

#Anthropic #IPO #AI #ArtificialIntelligence #TechStocks #CryptoNews #BinanceSquare

This is for educational purposes only, not financial advice (NFA). Always do your own research (DYOR).

$NVDAB $MSFTB $GOOGLB
From $2 trillion to $1 trillion! Anthropic presses ahead with its IPO as the AI valuation myth faces a reality check? The AI industry's most closely watched IPO has finally entered the real pricing battle. Anthropic's IPO valuation was once discussed by the market at as much as $2 trillion. Later, some investors felt that even $1.5 trillion was too high and hoped the company would lower its asking price further. Now, the latest news has changed again. According to a Reuters report on November 10, Anthropic currently plans to proceed with its IPO at a valuation of up to approximately $1.02 trillion, seeking to raise up to around $64.4 billion, with an indicative offering price of $70 to $78 per share. From $2 trillion to around $1 trillion—the valuation expectation has nearly been cut in half. Why has the capital market suddenly become cautious? The core reason isn't that AI has no future, but that investors have started recalculating the cost of AI. Anthropic's revenue is growing very quickly, but training models, purchasing computing power, and building infrastructure all require massive investment. The market now cares not only about user growth and technological leadership, but also about when these investments will translate into sustained profits. At the same time, AI-related stocks have recently seen a significant correction, while data center construction faces multiple constraints, including energy, regulation, and financing costs. This signals an important shift in the capital market: In the past, investors were willing to pay a steep premium for AI's potential. Now, they are starting to demand a clearer path to profitability from AI companies. Even so, a valuation of around $1 trillion is still staggering. Whether Anthropic can successfully complete its IPO will be an important barometer of global enthusiasm for AI investment. I think the most interesting thing to watch in this IPO isn't how much Anthropic ultimately raises, but how much the market is willing to value AI's future. The AI revolution may still be unfolding, but the capital market has started doing the math in earnest. Do you think an IPO valuation of around $1 trillion for Anthropic would be a reasonable correction, or is there still a bubble? #Anthropic #IPO #anthropic拒绝延期ipo,本周路演估值几何?
From $2 trillion to $1 trillion! Anthropic presses ahead with its IPO as the AI valuation myth faces a reality check?

The AI industry's most closely watched IPO has finally entered the real pricing battle.
Anthropic's IPO valuation was once discussed by the market at as much as $2 trillion. Later, some investors felt that even $1.5 trillion was too high and hoped the company would lower its asking price further.
Now, the latest news has changed again.

According to a Reuters report on November 10, Anthropic currently plans to proceed with its IPO at a valuation of up to approximately $1.02 trillion, seeking to raise up to around $64.4 billion, with an indicative offering price of $70 to $78 per share.

From $2 trillion to around $1 trillion—the valuation expectation has nearly been cut in half.

Why has the capital market suddenly become cautious?
The core reason isn't that AI has no future, but that investors have started recalculating the cost of AI.
Anthropic's revenue is growing very quickly, but training models, purchasing computing power, and building infrastructure all require massive investment. The market now cares not only about user growth and technological leadership, but also about when these investments will translate into sustained profits.

At the same time, AI-related stocks have recently seen a significant correction, while data center construction faces multiple constraints, including energy, regulation, and financing costs.

This signals an important shift in the capital market:
In the past, investors were willing to pay a steep premium for AI's potential. Now, they are starting to demand a clearer path to profitability from AI companies.

Even so, a valuation of around $1 trillion is still staggering. Whether Anthropic can successfully complete its IPO will be an important barometer of global enthusiasm for AI investment.

I think the most interesting thing to watch in this IPO isn't how much Anthropic ultimately raises, but how much the market is willing to value AI's future.

The AI revolution may still be unfolding, but the capital market has started doing the math in earnest.

Do you think an IPO valuation of around $1 trillion for Anthropic would be a reasonable correction, or is there still a bubble?

#Anthropic #IPO #anthropic拒绝延期ipo,本周路演估值几何?
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#AnthropicRejectsIPODelayValuationinQuestion IPO ON TRACK, VALUATION IN QUESTION. The AI selloff hit at the worst possible time, but the message is clear — no delay on the table. Now the real debate is not timing, it is price. Will investors still pay a premium for AI growth? Confidence or correction — what wins next? Your take — overvalued, fairly valued, or still early? #Anthropic #AI #IPO #Stocks
#AnthropicRejectsIPODelayValuationinQuestion

IPO ON TRACK, VALUATION IN QUESTION.

The AI selloff hit at the worst possible time, but the message is clear — no delay on the table.

Now the real debate is not timing, it is price. Will investors still pay a premium for AI growth?

Confidence or correction — what wins next?

Your take — overvalued, fairly valued, or still early?

#Anthropic #AI #IPO #Stocks
After more than half a year of talk, Anthropic’s IPO is finally coming!! But Anthropic seems to be in quite a hurry. It’s lowering its valuation expectations and is willing to accept a lower price just to move ahead with the listing as planned 🤔🤔 The market once valued Anthropic at as much as $2 trillion. Now, potential buyers are discussing a range of $1.2 trillion to $1.3 trillion, with some putting it as low as $1.1 trillion. But Anthropic hasn’t chosen to delay. According to Reuters, Anthropic will kick off its Nasdaq IPO roadshow on Tuesday morning local time. The schedule suggests that completing the listing quickly is a higher priority than waiting for its valuation to recover. Meanwhile, Google, Nvidia, AMD, Broadcom, Micron, Microsoft, and TSMC will invest $26 billion through private placements at the IPO price. On one side, the public market is pushing down the price; on the other, industry giants are putting up money. The fact that major players are willing to buy doesn’t necessarily mean retail investors should chase the stock. After all, these AI giants have long been in the same boat. Especially when a company refuses to wait for market conditions to improve and presses ahead with its listing, investors should pay closer attention to the final pricing—not just the list of investors. #Anthropic拒绝延期IPO,本周路演估值几何? #IPO
After more than half a year of talk, Anthropic’s IPO is finally coming!! But Anthropic seems to be in quite a hurry. It’s lowering its valuation expectations and is willing to accept a lower price just to move ahead with the listing as planned 🤔🤔

The market once valued Anthropic at as much as $2 trillion. Now, potential buyers are discussing a range of $1.2 trillion to $1.3 trillion, with some putting it as low as $1.1 trillion.

But Anthropic hasn’t chosen to delay. According to Reuters, Anthropic will kick off its Nasdaq IPO roadshow on Tuesday morning local time. The schedule suggests that completing the listing quickly is a higher priority than waiting for its valuation to recover.

Meanwhile, Google, Nvidia, AMD, Broadcom, Micron, Microsoft, and TSMC will invest $26 billion through private placements at the IPO price.

On one side, the public market is pushing down the price; on the other, industry giants are putting up money. The fact that major players are willing to buy doesn’t necessarily mean retail investors should chase the stock. After all, these AI giants have long been in the same boat. Especially when a company refuses to wait for market conditions to improve and presses ahead with its listing, investors should pay closer attention to the final pricing—not just the list of investors. #Anthropic拒绝延期IPO,本周路演估值几何? #IPO
王小神:
巨头按IPO价跟投有参考,但公开市场最终愿意给多少仍是关键。
Anthropic announced today that the roadshow for its proposed IPO has officially begun. The expected offering price is $70 to $78 per share, with 825 million shares of Class A common stock to be offered: the company itself will issue about 801 million shares, while existing shareholders will sell about 23.65 million shares, and the proceeds from those shares will not go to the company. The underwriters will also be granted a 30-day option to purchase up to about 124 million additional shares. The company has applied to list on Nasdaq, with the proposed ticker symbol ANT. The official filing also states that a registration statement has been submitted to the U.S. Securities and Exchange Commission but has not yet become effective, so shares cannot be sold yet. This post is not an offer to sell securities. #IPO #AI
Anthropic announced today that the roadshow for its proposed IPO has officially begun. The expected offering price is $70 to $78 per share, with 825 million shares of Class A common stock to be offered: the company itself will issue about 801 million shares, while existing shareholders will sell about 23.65 million shares, and the proceeds from those shares will not go to the company. The underwriters will also be granted a 30-day option to purchase up to about 124 million additional shares. The company has applied to list on Nasdaq, with the proposed ticker symbol ANT.

The official filing also states that a registration statement has been submitted to the U.S. Securities and Exchange Commission but has not yet become effective, so shares cannot be sold yet. This post is not an offer to sell securities.
#IPO #AI
$1.5 trillion and still too expensive? Anthropic presses ahead with IPO as this week’s roadshow brings the real valuation test! One of the AI industry’s most closely watched IPOs is entering a critical stage. Earlier, reports circulated that Anthropic planned to go public at a valuation of up to $2 trillion. But as tech stocks have pulled back and investors have grown more cautious, even a $1.5 trillion valuation is coming under scrutiny. According to the latest reports, some potential investors believe the valuation is still too high and want a bigger discount. However, Anthropic has not announced a delay to its IPO, and the latest news indicates that the company still plans to proceed with its investor roadshow this week. This valuation tussle is really a test of confidence in the AI industry. Anthropic’s growth has certainly been remarkable. In the third quarter of 2026, revenue was about $16.95 billion, up more than 11-fold year over year. But the other side of the picture cannot be ignored: the company posted an operating loss of about $567 million during the same period and committed about $895.4 billion to computing capacity and infrastructure. This creates a contradiction: The market believes AI will change the future, but investors are beginning to ask when massive investments in computing power will translate into stable profits. The earlier $2 trillion valuation represented extraordinarily high expectations for AI’s future. Now, discussion of a $1.5 trillion valuation—or even lower—shows that the market is recalculating the price of those expectations. For now, the final offering valuation, price range, and fundraising amount have yet to be determined, and a roadshow does not mean the IPO is already a success. In my view, what makes Anthropic’s IPO truly worth watching is not just how much it can raise, but how much of a premium the capital markets are willing to pay for AI’s future. If even an AI star like Anthropic is facing valuation pressure, the valuation logic for the entire AI industry may also be changing. #Anthropic #IPO #anthropic拒绝延期ipo,本周路演估值几何?
$1.5 trillion and still too expensive? Anthropic presses ahead with IPO as this week’s roadshow brings the real valuation test!

One of the AI industry’s most closely watched IPOs is entering a critical stage.
Earlier, reports circulated that Anthropic planned to go public at a valuation of up to $2 trillion. But as tech stocks have pulled back and investors have grown more cautious, even a $1.5 trillion valuation is coming under scrutiny.

According to the latest reports, some potential investors believe the valuation is still too high and want a bigger discount. However, Anthropic has not announced a delay to its IPO, and the latest news indicates that the company still plans to proceed with its investor roadshow this week.

This valuation tussle is really a test of confidence in the AI industry.
Anthropic’s growth has certainly been remarkable. In the third quarter of 2026, revenue was about $16.95 billion, up more than 11-fold year over year. But the other side of the picture cannot be ignored: the company posted an operating loss of about $567 million during the same period and committed about $895.4 billion to computing capacity and infrastructure.

This creates a contradiction:
The market believes AI will change the future, but investors are beginning to ask when massive investments in computing power will translate into stable profits.

The earlier $2 trillion valuation represented extraordinarily high expectations for AI’s future. Now, discussion of a $1.5 trillion valuation—or even lower—shows that the market is recalculating the price of those expectations.

For now, the final offering valuation, price range, and fundraising amount have yet to be determined, and a roadshow does not mean the IPO is already a success.

In my view, what makes Anthropic’s IPO truly worth watching is not just how much it can raise, but how much of a premium the capital markets are willing to pay for AI’s future.

If even an AI star like Anthropic is facing valuation pressure, the valuation logic for the entire AI industry may also be changing.

#Anthropic #IPO #anthropic拒绝延期ipo,本周路演估值几何?
【AI Giant IPO Valuation Comes in at a Discount】 The valuation has fallen from the 1.5 trillion the market was talking about to a high of around 1.4 trillion. Anthropic is being valued at a discount, but I don’t think that’s bad news. According to CNBC, Anthropic set its price range today at $70–78 per share and plans to list on Nasdaq on November 19 under the ticker ANT. Valuation estimates vary widely, ranging from around 1 trillion to 1.4 trillion. The counterintuitive part is on the buy side: seven giants, including AMD, Nvidia, Google, and Microsoft, have agreed to subscribe for $26 billion worth of shares at the IPO price. CNBC also says the order book is already fully subscribed within the range. Last Saturday, I wrote that the range was clearly below 1.5 trillion and that premarket contracts would likely keep searching lower. It’s only one tier lower so far, and big buyers are providing support, so I’m walking back half of that call. My view: This provides a sentiment floor for the AI sector in bStocks. AMDB was at 495.6 on Binance at 22:23, up 5.33% in 24 hours. What would prove me wrong: If AMDB falls below its 24-hour low of 468.81 after the U.S. market opens, that would show the market is still selling AI valuations, and I’ll admit I was wrong. Do you think ANT can stay above 78 on its first day? Sources: CNBC, Forbes, Binance data #Anthropic #IPO 📈 Top three contract gainers (22:34): $INIT +87.41%|$ARIA +18.87%|$ONE +16.55% #BinanceSquare ⚠️ The above is a summary of information and personal opinion, not investment advice. DYOR.
【AI Giant IPO Valuation Comes in at a Discount】
The valuation has fallen from the 1.5 trillion the market was talking about to a high of around 1.4 trillion. Anthropic is being valued at a discount, but I don’t think that’s bad news.

According to CNBC, Anthropic set its price range today at $70–78 per share and plans to list on Nasdaq on November 19 under the ticker ANT. Valuation estimates vary widely, ranging from around 1 trillion to 1.4 trillion.

The counterintuitive part is on the buy side: seven giants, including AMD, Nvidia, Google, and Microsoft, have agreed to subscribe for $26 billion worth of shares at the IPO price. CNBC also says the order book is already fully subscribed within the range.

Last Saturday, I wrote that the range was clearly below 1.5 trillion and that premarket contracts would likely keep searching lower. It’s only one tier lower so far, and big buyers are providing support, so I’m walking back half of that call.

My view: This provides a sentiment floor for the AI sector in bStocks. AMDB was at 495.6 on Binance at 22:23, up 5.33% in 24 hours.

What would prove me wrong: If AMDB falls below its 24-hour low of 468.81 after the U.S. market opens, that would show the market is still selling AI valuations, and I’ll admit I was wrong.

Do you think ANT can stay above 78 on its first day?

Sources: CNBC, Forbes, Binance data
#Anthropic #IPO

📈 Top three contract gainers (22:34): $INIT +87.41%|$ARIA +18.87%|$ONE +16.55%
#BinanceSquare

⚠️ The above is a summary of information and personal opinion, not investment advice. DYOR.
Anthropic is preparing for an IPO—and it’s shifting the balance of power in the AI market. The company, which has received billions from Amazon and Google, is going public at a time when the AI sector is under maximum pressure. As we noted earlier, Anthropic is rapidly expanding its infrastructure—the IPO is a logical continuation of that strategy. AI tokens may be the first to react. Are you expecting the AI sector to grow after this IPO? $BTC $FET $TAO #AI #IPO
Anthropic is preparing for an IPO—and it’s shifting the balance of power in the AI market. The company, which has received billions from Amazon and Google, is going public at a time when the AI sector is under maximum pressure. As we noted earlier, Anthropic is rapidly expanding its infrastructure—the IPO is a logical continuation of that strategy. AI tokens may be the first to react.

Are you expecting the AI sector to grow after this IPO?

$BTC $FET $TAO #AI #IPO
Anthropic’s IPO hasn’t been canceled, but its valuation is being bargained down. At the start of October, people were still talking about $2 trillion. On November 6, Bloomberg reported that buyers were only willing to discuss $1.2–1.3 trillion, with some pushing for $1.1 trillion. The Wall Street Journal said three major institutional investors thought $1.5 trillion needed to come down closer to $1 trillion. The trigger was the Nasdaq’s 6.4% single-day drop on November 5, wiping out $2.3 trillion in value in one day. The filings themselves haven’t changed: Anthropic filed its S-1 on October 26 and added third-quarter figures on November 2. Revenue for the first nine months was $33.2 billion, and the price range is still blank. Reuters reported that it’s even unclear whether the roadshow can start on schedule, while Polymarket puts the odds of an IPO before November 20 at just 30%. Interestingly, the crypto crowd has already made the first move: Hypercall on Hyperliquid will open Anthropic options at 8 a.m. tomorrow, with round-the-clock trading. The company isn’t public yet, but the betting market is already open. #Anthropic #IPO
Anthropic’s IPO hasn’t been canceled, but its valuation is being bargained down.

At the start of October, people were still talking about $2 trillion. On November 6, Bloomberg reported that buyers were only willing to discuss $1.2–1.3 trillion, with some pushing for $1.1 trillion. The Wall Street Journal said three major institutional investors thought $1.5 trillion needed to come down closer to $1 trillion. The trigger was the Nasdaq’s 6.4% single-day drop on November 5, wiping out $2.3 trillion in value in one day.

The filings themselves haven’t changed: Anthropic filed its S-1 on October 26 and added third-quarter figures on November 2. Revenue for the first nine months was $33.2 billion, and the price range is still blank. Reuters reported that it’s even unclear whether the roadshow can start on schedule, while Polymarket puts the odds of an IPO before November 20 at just 30%.

Interestingly, the crypto crowd has already made the first move: Hypercall on Hyperliquid will open Anthropic options at 8 a.m. tomorrow, with round-the-clock trading. The company isn’t public yet, but the betting market is already open.

#Anthropic #IPO
⚡ The IPO hasn’t been priced yet, but the dilution math is already on the table Anthropic is set to list on Nasdaq under the ticker ANT, sometime in the next few weeks. CNBC said on November 7 that the target is mid-November. The pricing outlook has already softened. Last month, the market was talking about $2 trillion. On November 6, CNBC quoted several investors saying that even $1.5 trillion was now in doubt. One called that figure “a hard sell”; $1 trillion to $1.25 trillion sounded more realistic. The company’s May private funding round valued it at $965 billion. The crypto world is doing a different kind of math. On November 5, BitMEX founder Arthur Hayes published “D is for Dilution,” laying out the vesting schedules for SpaceX, Anthropic, and OpenAI. SpaceX listed on Nasdaq in June under the ticker SPCX, priced its shares at $135, raised about $75 billion, and was valued at $1.77 trillion. By June 2027, about 8.6 billion shares are set to unlock—equivalent to adding half the current share count. For Anthropic, Hayes estimates from the amended prospectus that early public investors could face dilution of up to 83% by June 2027. At a $1.5 trillion valuation, for the share price to stay where it is, someone would have to come up with another roughly $1.245 trillion to absorb those shares. Who’s going to pay? That figure is not the company’s funding requirement. crypto.news made a point of noting that unlocking old shares is not the same as issuing new shares. The 83% figure is Hayes’s estimate based on his reading of the filing. The real question is where that money would come from. Hayes’s chain of reasoning is short: share prices fall, borrowing gets more expensive for AI companies, banks pull back both lending and stock financing, bank balance sheets stop expanding, and there are fewer dollars. Fewer dollars means less fuel for Bitcoin. That’s the whole chain. He acknowledged that bank balance sheets had declined week over week last week, and also that one month of data isn’t enough to establish a trend. D.A. Davidson’s Gil Luria put it more bluntly to CNBC: the market needs this IPO to succeed, the underwriters understand that, and the best thing to do is price it where it can sell. What is Hayes doing himself? Maelstrom has been sitting on the sidelines since November 5, after previously closing about $22.28 million in directional positions. Waiting for a signal. On October 15, he was still bullish. There was another backdrop that same week. In the midterm elections, most of the ballot measures to slow data center construction passed. AI lost its first round at the ballot box. Raoul Pal disagrees with this line of reasoning, saying that debt at hyperscalers amounts to only about 3.5% of their market value. The three labs Hayes is watching aren’t the same companies as these cloud providers in the first place. That’s where the disagreement lies. Crypto prices barely moved today. BTC ranged from $75,874 to $75,981, with six price sources tracking closely. ETH was at $2,238 to $2,241. AI-related tokens TAO at 224.8, FET at 0.1437, and RENDER at 1.57 were all within 1% of their previous prices. The market is quiet because the price hasn’t been set yet. Once that opening price comes out in mid-November, AI stocks and AI tokens will both know where they stand. #中本聪国际社区Baoluo币商资本 #加密货币 #IPO
⚡ The IPO hasn’t been priced yet, but the dilution math is already on the table

Anthropic is set to list on Nasdaq under the ticker ANT, sometime in the next few weeks. CNBC said on November 7 that the target is mid-November.

The pricing outlook has already softened. Last month, the market was talking about $2 trillion. On November 6, CNBC quoted several investors saying that even $1.5 trillion was now in doubt. One called that figure “a hard sell”; $1 trillion to $1.25 trillion sounded more realistic. The company’s May private funding round valued it at $965 billion.

The crypto world is doing a different kind of math. On November 5, BitMEX founder Arthur Hayes published “D is for Dilution,” laying out the vesting schedules for SpaceX, Anthropic, and OpenAI.

SpaceX listed on Nasdaq in June under the ticker SPCX, priced its shares at $135, raised about $75 billion, and was valued at $1.77 trillion. By June 2027, about 8.6 billion shares are set to unlock—equivalent to adding half the current share count. For Anthropic, Hayes estimates from the amended prospectus that early public investors could face dilution of up to 83% by June 2027. At a $1.5 trillion valuation, for the share price to stay where it is, someone would have to come up with another roughly $1.245 trillion to absorb those shares. Who’s going to pay?

That figure is not the company’s funding requirement. crypto.news made a point of noting that unlocking old shares is not the same as issuing new shares. The 83% figure is Hayes’s estimate based on his reading of the filing.

The real question is where that money would come from. Hayes’s chain of reasoning is short: share prices fall, borrowing gets more expensive for AI companies, banks pull back both lending and stock financing, bank balance sheets stop expanding, and there are fewer dollars. Fewer dollars means less fuel for Bitcoin. That’s the whole chain. He acknowledged that bank balance sheets had declined week over week last week, and also that one month of data isn’t enough to establish a trend.

D.A. Davidson’s Gil Luria put it more bluntly to CNBC: the market needs this IPO to succeed, the underwriters understand that, and the best thing to do is price it where it can sell.

What is Hayes doing himself? Maelstrom has been sitting on the sidelines since November 5, after previously closing about $22.28 million in directional positions. Waiting for a signal. On October 15, he was still bullish.

There was another backdrop that same week. In the midterm elections, most of the ballot measures to slow data center construction passed. AI lost its first round at the ballot box.

Raoul Pal disagrees with this line of reasoning, saying that debt at hyperscalers amounts to only about 3.5% of their market value. The three labs Hayes is watching aren’t the same companies as these cloud providers in the first place. That’s where the disagreement lies.

Crypto prices barely moved today. BTC ranged from $75,874 to $75,981, with six price sources tracking closely. ETH was at $2,238 to $2,241. AI-related tokens TAO at 224.8, FET at 0.1437, and RENDER at 1.57 were all within 1% of their previous prices.

The market is quiet because the price hasn’t been set yet. Once that opening price comes out in mid-November, AI stocks and AI tokens will both know where they stand.

#中本聪国际社区Baoluo币商资本 #加密货币 #IPO
Claude’s parent company loses nearly $1 trillion in valuation in a month💥 ▫️Last month, the market was still touting an IPO valuation of around $2 trillion for Anthropic ▫️After AI stocks plunged, investors’ bids fell back to around $1–1.3 trillion ▫️It plans to list on Nasdaq under the ticker ANT, but expectations for a pre-Thanksgiving listing are under pressure ▫️Prediction markets: the odds of a listing before December 1 fell from around 80% to around 50% As the AI bubble deflates, will even Claude have to go public at a discount? What do you think?👇 (Not investment advice) #Anthropic #Claude #IPO
Claude’s parent company loses nearly $1 trillion in valuation in a month💥
▫️Last month, the market was still touting an IPO valuation of around $2 trillion for Anthropic
▫️After AI stocks plunged, investors’ bids fell back to around $1–1.3 trillion
▫️It plans to list on Nasdaq under the ticker ANT, but expectations for a pre-Thanksgiving listing are under pressure
▫️Prediction markets: the odds of a listing before December 1 fell from around 80% to around 50%
As the AI bubble deflates, will even Claude have to go public at a discount? What do you think?👇 (Not investment advice)
#Anthropic #Claude #IPO
See translation
#willanthropiclistontime 🚨 WILL ANTHROPIC ACTUALLY GO PUBLIC BEFORE THANKSGIVING? INVESTORS ARE WATCHING! Anthropic's reported plan for a pre-Thanksgiving IPO is attracting serious attention across the technology and financial markets. The company behind Claude AI has become one of the biggest names in artificial intelligence, and a public listing could become one of the most closely watched market events of the year. 🔥 WHAT'S AT STAKE? Anthropic is reportedly targeting a pre-Thanksgiving IPO. Investors are watching its potential valuation closely. Demand for major AI companies continues to attract attention. Competition between Anthropic and other AI giants is intensifying. 📊 WHY IT MATTERS An Anthropic IPO could give public-market investors direct exposure to one of the leading AI companies. But going public is not just about hype. Investors will want to see sustainable revenue, strong growth, and a clear path toward profitability. If the listing happens on schedule, it could create a major moment for the AI investment market. The big question: WILL ANTHROPIC MAKE IT TO THE STOCK MARKET ON TIME, OR WILL THE IPO BE DELAYED? #Anthropic #Aİ #IPO
#willanthropiclistontime
🚨 WILL ANTHROPIC ACTUALLY GO PUBLIC BEFORE THANKSGIVING? INVESTORS ARE WATCHING!
Anthropic's reported plan for a pre-Thanksgiving IPO is attracting serious attention across the technology and financial markets.
The company behind Claude AI has become one of the biggest names in artificial intelligence, and a public listing could become one of the most closely watched market events of the year.
🔥 WHAT'S AT STAKE?
Anthropic is reportedly targeting a pre-Thanksgiving IPO.
Investors are watching its potential valuation closely.
Demand for major AI companies continues to attract attention.
Competition between Anthropic and other AI giants is intensifying.
📊 WHY IT MATTERS
An Anthropic IPO could give public-market investors direct exposure to one of the leading AI companies.
But going public is not just about hype. Investors will want to see sustainable revenue, strong growth, and a clear path toward profitability.
If the listing happens on schedule, it could create a major moment for the AI investment market.
The big question: WILL ANTHROPIC MAKE IT TO THE STOCK MARKET ON TIME, OR WILL THE IPO BE DELAYED?
#Anthropic #Aİ #IPO
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