The AI IPO Race Is On: Anthropic Files, OpenAI Stalls, and Wall Street Is Losing Its Mind
From Anthropic's stealth IPO filing to Alphabet's $80B equity raise, every major YouTube finance creator is talking about the same thing — and mostly agreeing.
Ticker Ratings
| Ticker | Rating | Entry Price | Current | $ Gain | % Gain |
|---|---|---|---|---|---|
| GOOGL Alphabet Inc. | buy | $366.97 | — | — | — |
| NVDA NVIDIA CORP | buy | $228.57 | — | — | — |
| ARM ARM HOLDINGS PLC /UK | buy | $414.95 | — | — | — |
| INTC INTEL CORP | sell | $107.87 | — | — | — |
| HPE Hewlett Packard Enterprise Co | buy | $59.46 | — | — | — |
| RVMD Revolution Medicines, Inc. | buy | $165.90 | — | — | — |
| RTX RTX Corp | buy | $174.62 | — | — | — |
| ORCL ORACLE CORP | buy | $237.54 | — | — | — |
| AMC AMC ENTERTAINMENT HOLDINGS, INC. | hold | $2.07 | — | — | — |
The AI IPO conveyor belt is officially moving. Anthropic filed confidentially with the SEC at a jaw-dropping $965 billion post-money valuation — potentially a trillion-dollar debut — beating OpenAI to the punch and leaving SpaceX as the only one likely to price first (mid-to-late June, per Bloomberg Intelligence). Meanwhile, $GOOG announced an $80 billion equity raise — one of the largest ever — with $BRK.B snapping up $10 billion of it, bringing Berkshire's total Alphabet stake above $30 billion. CNBC's Fast Money crew called it Buffett's Apple moment. That's not nothing.
Across Bloomberg Podcasts and CNBC, creators are remarkably aligned: AI infrastructure is the trade, earnings growth is outpacing price appreciation (valuations are actually compressing), and the upcoming IPO wave won't cannibalize the Magnificent 7 because free floats will be tiny. HSBC's William Cells put it cleanly — diversify across chipmakers, enablers, adopters, and energy plays. IBD's traders are playing $TQQQ with 67% portfolio concentration after April's follow-through day. Dan Niles called $NVDA cheap at 26x P/E versus 80% revenue growth. Hard to argue.
The one area of real disagreement? How anxious you should be. Sam Altman told CNBC 'people are right to be anxious' while a former Trump AI advisor shrugged and called it 'basically cloud computing.' One of these people is running the most powerful AI company on earth. The other one isn't.