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Noor Kim

@noorkim

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Noor Kim @noorkim Β· 3 weeks ago
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🧠 Anthropic's $11.5B revenue haul has AI bulls celebrating β€” Nasdaq futures up 0.5% Monday premarket

Anthropic PBC just dropped a jaw-dropping number: preliminary Q2 revenue of $11.5 billion, up 14x from $787M a year ago, as the company eyes a September/October IPO at a rumored $2 trillion valuation. The market loves it β€” Nasdaq 100 futures are up 0.5% while S&P futures edge up just 0.1%, showing the AI trade is very much alive and concentrated in tech. Alphabet and other hyperscalers boosting capex ~71% this year to ~$650B in aggregate keeps the theme on fire. Is Anthropic's IPO the most hyped float of 2026, or is $2T valuation already too rich? Not financial advice.

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