In Anthropic I.P.O., Goldman and Morgan Stanley Slug It Out for Top Bank
Published . Updated .
Anthropic named the Wall Street firms lead underwriters on its upcoming public offering, a role that will generate generous fees and enormous prestige.
Directly affected
- GS Goldman Sachs Group-8.5% 30d
Named in this report.
- MS Morgan Stanley-11.0% 30d
Named in this report.
Indirectly affected
- XLF Financial Select Sector SPDR-3.9% 30d
Financial Select Sector SPDR: it holds banks. Linked by “bank” (banks) in this story.
- KRE SPDR S&P Regional Banking ETF-4.4% 30d
SPDR S&P Regional Banking ETF: it holds banks. Linked by “bank” (banks) in this story.
- BAC Bank of America-15.0% 30d
Bank of America (national commercial banks): banks' earnings move with lending, deposits and rates. Linked by “bank” (banks) in this story.
- JPM JPMorgan Chase-5.5% 30d
JPMorgan Chase (national commercial banks): banks' earnings move with lending, deposits and rates. Linked by “bank” (banks) in this story.
- WFC Wells Fargo-7.9% 30d
Wells Fargo (national commercial banks): banks' earnings move with lending, deposits and rates. Linked by “bank” (banks) in this story.
- C Citigroup-11.1% 30d
Citigroup (national commercial banks): banks' earnings move with lending, deposits and rates. Linked by “bank” (banks) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| GS | -0.97% | -0.25% | base | after close | after close | after close | after close |
| MS | -1.71% | +0.23% | base | after close | after close | after close | after close |
| XLFNo price data for this ticker | — | — | — | — | — | — | — |
| KRENo price data for this ticker | — | — | — | — | — | — | — |
| BACNo price data for this ticker | — | — | — | — | — | — | — |
| JPMNo price data for this ticker | — | — | — | — | — | — | — |
| WFCNo price data for this ticker | — | — | — | — | — | — | — |
| CNo price data for this ticker | — | — | — | — | — | — | — |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
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Anthropic named the Wall Street firms lead underwriters on its upcoming public offering, a role that will generate generous fees and enormous prestige.
Source: The New York Times
This story
| Company | When | Move | Status |
|---|---|---|---|
| GS | three days earlier | -0.25% | final price |
| GS | five days earlier | -0.97% | final price |
| MS | three days earlier | +0.23% | final price |
| MS | five days earlier | -1.71% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Maria Elvira Salazar sold Goldman Sachs Group (GS), worth $1,001 - $15,000 on 24 Sep 2026. That is 33 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Michael Rulli bought Goldman Sachs Group (GS), worth $1,001 - $15,000 on 3 Sep 2026. That is 54 days before publication. Filed 2 Oct 2026. View the filing.
- Rep. Gilbert Cisneros bought Goldman Sachs Group (GS), worth $1,001 - $15,000 on 26 Aug 2026. That is 62 days before publication. Filed 10 Sep 2026. View the filing.
- Donald J Trump, an executive branch official, sold Morgan Stanley (MS), worth $50,001 - $100,000 on 31 Jul 2026. That is 88 days before publication. Filed 22 Sep 2026. View the filing.
- Rep. Rohit Khanna sold Bank Of America (BAC) (held by a spouse), worth $1,001 - $15,000 on 9 Sep 2026. That is 48 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Laurel Lee sold Bank Of America (BAC) (held by a spouse), worth $50,001 - $100,000 on 24 Aug 2026. That is 64 days before publication. Filed 16 Oct 2026. View the filing.
- Sen. Sheldon Whitehouse sold Jpmorgan Chase (JPM) (held by a spouse), worth $15,001 - $50,000 on 4 Sep 2026. That is 53 days before publication. Filed 1 Oct 2026. View the filing.
- Sen. Sheldon Whitehouse sold Jpmorgan Chase (JPM), worth $15,001 - $50,000 on 4 Sep 2026. That is 53 days before publication. Filed 1 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Jpmorgan Chase (JPM) (held by a spouse), worth $100,001 - $250,000 on 27 Aug 2026. That is 61 days before publication. Filed 4 Sep 2026. View the filing.
- Rep. Rohit Khanna bought Wells Fargo (WFC) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 32 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Wells Fargo (WFC) (held by a dependent child), worth $15,001 - $50,000 on 17 Sep 2026. That is 40 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Wells Fargo (WFC) (held by a dependent child), worth $1,001 - $15,000 on 15 Sep 2026. That is 42 days before publication. Filed 7 Oct 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
This story
12 out of 100
“In Anthropic I.P.O., Goldman and Morgan Stanley Slug It Out for Top Bank” scores 12 out of 100. The score uses 1 sources.