#HotCPIDecemberHikePriced
The AI market is starting to look a little less predictable. After Democrats won both chambers in the 2026 midterm elections, U.S. stocks initially rose, but sentiment shifted quickly.
On November 5, the Nasdaq fell around 5.5%, and AI stocks were hit as investors questioned data center regulation and the pace of future infrastructure spending. That makes Anthropic’s upcoming IPO even more interesting.
**2/3**
Valuation expectations have reportedly dropped from $2 trillion to around $1.5 trillion, but the possibility of raising up to $100 billion is still enormous. Can Anthropic stay above $1 trillion? Maybe, but having a high-profile name and strong AI demand doesn’t guarantee a strong debut. SpaceX rose 19% on its first day of trading in June, but Anthropic will have to earn the market’s confidence on its own merits.
**3/3**
There’s also another aspect worth considering. On November 5, Claude began beta testing Personal Finance, with read-only access to connected bank and credit card accounts.
Is it useful? Possibly. But would people really feel comfortable giving AI access to their financial data?
For me, the more important question is whether real demand can justify these valuations, especially if regulation slows expansion. Is AI still a bubble, or is the market simply becoming more selective?
#AnthropicIPO
$ZEC
$XRP
$ANTHROPIC
The AI market is starting to look a little less predictable. After Democrats won both chambers in the 2026 midterm elections, U.S. stocks initially rose, but sentiment shifted quickly.
On November 5, the Nasdaq fell around 5.5%, and AI stocks were hit as investors questioned data center regulation and the pace of future infrastructure spending. That makes Anthropic’s upcoming IPO even more interesting.
**2/3**
Valuation expectations have reportedly dropped from $2 trillion to around $1.5 trillion, but the possibility of raising up to $100 billion is still enormous. Can Anthropic stay above $1 trillion? Maybe, but having a high-profile name and strong AI demand doesn’t guarantee a strong debut. SpaceX rose 19% on its first day of trading in June, but Anthropic will have to earn the market’s confidence on its own merits.
**3/3**
There’s also another aspect worth considering. On November 5, Claude began beta testing Personal Finance, with read-only access to connected bank and credit card accounts.
Is it useful? Possibly. But would people really feel comfortable giving AI access to their financial data?
For me, the more important question is whether real demand can justify these valuations, especially if regulation slows expansion. Is AI still a bubble, or is the market simply becoming more selective?
#AnthropicIPO
$ZEC
$XRP
$ANTHROPIC
