Tonight, U.S. chip stocks broadly strengthened. The Philadelphia Semiconductor Index rose about 3% intraday; Intel rose 3.2%, AMD 2.3%, Micron 3.5%, and the memory chip index gained 3.2%. The direct catalyst was Anthropic’s formal public filing for a Nasdaq IPO, with the ticker ANT. Its first-half revenue was $16.3 billion, compared with only $1.2 billion in the same period last year, and it could list as early as mid-November. The market is treating it as a new pricing anchor for AI valuations, prompting a repricing of the compute and storage chains.
However, sentiment is not one-sided. The cost of insuring against default for AI giants just hit a new high, and HSBC also cut global equities from a maximum overweight to neutral. This week also brings the Federal Reserve’s rate decision and earnings from several tech giants. Crypto is relatively calm: BTC has been fluctuating around $80,000, Strategy paused Bitcoin purchases last week, and ETF flows were into BTC and out of ETH. In the short term, the AI narrative is still intact, but volatility is unlikely to be small.
#Anthropic #AI #半导体 #BTC #U.S. stocks
However, sentiment is not one-sided. The cost of insuring against default for AI giants just hit a new high, and HSBC also cut global equities from a maximum overweight to neutral. This week also brings the Federal Reserve’s rate decision and earnings from several tech giants. Crypto is relatively calm: BTC has been fluctuating around $80,000, Strategy paused Bitcoin purchases last week, and ETF flows were into BTC and out of ETH. In the short term, the AI narrative is still intact, but volatility is unlikely to be small.
#Anthropic #AI #半导体 #BTC #U.S. stocks