IPO winners & losers: Anthropic’s $2T bid, CoreWeave’s comeback, and the fall IPO setup

https://abc7news.com/post/san-francisco-based-anthropic-calls-global-freeze-ai-development-warns-could-soon-escape-human-control/19240090/ Anthropic, an AI company known for its Claude family of large-language models, has reportedly made a $2 trillion bid. This news comes amid a backdrop of a recovering CoreWeave and indications of a potential decline in the IPO market. CoreWeave, a Nasdaq-listed cloud provider, has been noted for its recovery following a strategic partnership with Anthropic. The IPO market in the U.S. shows mixed performance, with 114 IPOs priced in 2026 so far, of which 70 are up and 42 are down, pointing to an uneven landscape. Despite Anthropic’s aggressive valuation expectations, the IPO market’s decline raises questions about the feasibility of reaching such a high valuation. Market participants appear to be responding to these developments with cautious optimism. The prediction market reflecting Anthropic’s potential IPO valuation shows that the likelihood of the company achieving a market cap less than $1.25 trillion at IPO close is currently priced at various percentages, ranging from 3.3% to 17% across different sub-markets. The $2 trillion bid seems to h...