AI stocks rise as Anthropic nears Wall Street debut amid investor caution

FILE PHOTO: Anthropic’s logo is displayed at a media briefing marking the one-year anniversary of the opening of Anthropic’s office in Tokyo, Japan, October 14, 2026. REUTERS/Kim Kyung-Hoon/File Photo

Oct 26 (Reuters) - AI-linked stocks rose ⁠on Monday after Anthropic revealed the paperwork for its initial ⁠public offering, against the backdrop of growing investor unease over debt-fueled ‌spending on infrastructure for the new technology.

Shares of Nvidia, the world's most valuable company, added nearly 3%. Microsoft and Amazon gained nearly 1% each.

A successful flotation by a pure-play AI ​giant such as Anthropic could reshape how markets ⁠value parts of the booming ⁠industry, including chipmakers and related infrastructure companies, analysts have said.

It could also divert ⁠capital ‌from some tech heavyweights as investors make room in their portfolios for a new way to bet on the technology.

The industry's web ⁠of relationships adds another wrinkle, as some of ​the biggest technology companies ‌are investors in both Anthropic and its chief rival, OpenAI.

Among other ⁠AI stocks, battered ​shares of neoclouds CoreWeave and Nebius Group rose 5.7% and 2.3%, respectively, after the filing, reversing earlier losses following SpaceX CEO Elon Musk's comments.

Data center operators Applied ⁠Digital and IREN gained 1% and 3%, ​respectively.

Memory chipmaker Micron rose 3%, and data-storage firms Sandisk, Western Digital and Seagate added about 2.5% each.

AMD and Broadcom gained 2.5% and 3%, respectively. Zoom Communications, ⁠an early investor in Anthropic, rose 1.5%.

The broader Philadelphia Semiconductor Index was up over 3%.

Focus now shifts to a potential IPO from OpenAI. But while the stakes are high, the long-term impact of the IPOs on the AI ​trade remains uncertain.

"Ultimately, investing in AI today involves ⁠searching for opportunity beyond the headline names," said Michael Smith, head of the growth ​equity team at Allspring Global Investments.

"Today, attractive ‌investment opportunities in AI may be in ​small and medium-sized firms that can efficiently and quickly solve growing infrastructure concerns."

(Reporting by Niket Nishant in Bengaluru; Editing by Sriraj Kalluvila)

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资料照片：2026年10月14日，在日本东京举行的Anthropic办公室成立一周年纪念媒体发布会上，展示了Anthropic的标志。（路透社/金京勋/资料照片）

10 月 26 日（路透社）——周一，人工智能相关股票上涨，此前 Anthropic 公布了其首次公开募股的文件，而投资者对这项新技术的基础设施建设进行债务驱动型支出日益感到不安。

全球市值最高的公司英伟达股价上涨近3%。微软和亚马逊股价均上涨近1%。

分析人士表示，像 Anthropic 这样的纯粹人工智能巨头成功上市，可能会重塑市场对蓬勃发展的人工智能行业部分领域（包括芯片制造商和相关基础设施公司）的估值方式。

这也可能将一些科技巨头的资金转移出去，因为投资者正在他们的投资组合中为一种新的科技投资方式腾出空间。

该行业错综复杂的关系网又增添了一层复杂性，因为一些最大的科技公司既是 Anthropic 的投资者，也是其主要竞争对手 OpenAI 的投资者。

在其他人工智能股票中，此前遭受重创的neoclouds公司CoreWeave和Nebius Group的股价在提交文件后分别上涨了5.7%和2.3%，扭转了SpaceX首席执行官埃隆·马斯克发表评论后股价的早前跌势。

数据中心运营商Applied Digital和IREN分别上涨了1%和3%。

存储芯片制造商美光科技股价上涨 3%，数据存储公司闪迪、西部数据和希捷股价均上涨约 2.5%。

AMD和博通的股价分别上涨了2.5%和3%。Anthropic的早期投资者Zoom Communications的股价上涨了1.5%。

费城半导体指数整体上涨超过3%。

现在，人们的关注点转向了OpenAI可能进行的IPO。但尽管风险很高，IPO对人工智能行业的长期影响仍然不确定。

“归根结底，如今投资人工智能意味着在那些备受瞩目的公司之外寻找机会，”Allspring Global Investments 成长型股权团队负责人 Michael Smith 表示。

“如今，人工智能领域具有吸引力的投资机会可能在于那些能够高效、快速地解决日益增长的基础设施问题的中小型企业。”

（班加罗尔的 Niket Nishant 报道；Sriraj Kalluvila 编辑）

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