Geopolitics Alpha

Who Stands to Gain from an Anthropic I.P.O.

Published . Updated .

Who Stands to Gain from an Anthropic I.P.O.

Wall Street banks and chipmakers are among those poised to capitalize on the artificial intelligence giant’s public trading debut.

Directly affected

  • No company is named in this report.

Indirectly affected

  • SMH VanEck Semiconductor ETF-0.1% 30d

    VanEck Semiconductor ETF: it holds chipmakers. Linked by “chipmaker” (semiconductors) in this story.

  • SOXX iShares Semiconductor ETF-1.3% 30d

    iShares Semiconductor ETF: it holds chipmakers. Linked by “chipmaker” (semiconductors) in this story.

  • QQQ Invesco QQQ+0.4% 17d

    Invesco QQQ: it holds the big tech and AI names. Linked by “artificial intelligence” (AI and big tech) in this story.

  • XLF Financial Select Sector SPDR-3.9% 30d

    Financial Select Sector SPDR: it holds banks. Linked by “banks” (banks) in this story.

  • AVGO Broadcom-3.0% 30d

    Broadcom (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “chipmaker” (semiconductors) in this story.

  • ASML ASML Holding N.V-10.0% 30d

    ASML Holding N.V (special industry machinery): chip demand, export rules and supply drive chipmakers' shares. Linked by “chipmaker” (semiconductors) in this story.

  • NVDA Nvidia+1.8% 30d

    Nvidia (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “chipmaker” (semiconductors) in this story.

  • AMD Advanced Micro Devices+5.4% 30d

    Advanced Micro Devices (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “chipmaker” (semiconductors) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
SMHNo price data for this ticker———————
SOXXNo price data for this ticker———————
QQQ+0.72%-1.06%baseafter closeafter closeafter closeafter close
XLFNo price data for this ticker———————
AVGONo price data for this ticker———————
ASMLNo price data for this ticker———————
NVDANo price data for this ticker———————
AMDNo 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.

Market Call

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Wall Street banks and chipmakers are among those who look set to capitalize on the artificial intelligence giant’s public trading debut.

Source: The New York Times

This story

CompanyWhenMoveStatus
QQQthree days earlier-1.06%final price
QQQfive days earlier+0.72%final price

Trades by members of Congress and officials in the stocks in this story

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).

How solid “Who Stands to Gain from an Anthropic I.P.O.” looks

12 out of 100

“Who Stands to Gain from an Anthropic I.P.O.” scores 12 out of 100. The score uses 1 sources.