AI Stocks Surge After Anthropic Market News

Monday, 26 October 2026 at 17:45

AI-aandelen stijgen flink na beursnieuws Anthropic

AI stocks are surging on the U.S. market today. Chipmakers including Nvidia, AMD and Broadcom are leading the rebound, following news that AI company Anthropic has made its plans for an IPO public. Yet investors remain wary of the enormous sums companies are pouring into artificial intelligence.

The Nasdaq was up about 1.2% in afternoon trading. The broader S&P 500 gained 0.9%, while a major chip-stock index climbed more than 3%.

Shares in companies that build data centers and rent out AI computing power also rose, according to Reuters.

Nvidia and chip stocks rally

Nvidia was among Monday’s standout stocks once again. The U.S. chipmaker is benefiting from strong demand for the powerful processors companies use to train and run AI models.

At around 12:20 p.m. New York time, Nvidia shares were trading at about $215.71, up 2.25% from Friday’s close.

Other AI-related stocks also posted solid gains:

AMD: up about 2.5%.
Broadcom: up about 3%.
Micron: up about 3%.
Microsoft and Amazon: both up about 1%.
CoreWeave: up about 5.7%.
Nebius: up about 2.3%.

These figures are snapshots from the U.S. trading day and may change.

The rebound is notable: several AI stocks have come under pressure in recent weeks. Investors have grown more cautious amid concerns about lofty valuations, debt and when AI investments will start generating enough returns.

Anthropic moves closer to an IPO

News about Anthropic helped fuel the rally. The company behind AI assistant Claude made its U.S. IPO filing public on October 26.

That brings one of the world’s largest AI companies closer to a stock-market debut.

The filing, reported by Reuters, reveals just how quickly Anthropic is growing. The company generated about $16.3 billion in revenue in the first six months of 2026, while recording an operating loss of around $693 million.

The figures reveal both sides of the AI market. Companies are spending more on AI services, but developing and running powerful models also comes with enormous costs.

A successful IPO would also give investors a new way to invest directly in a major AI model developer. Until now, they have largely had to rely on publicly traded companies such as Microsoft, Nvidia, Alphabet and Amazon.

Why are investors worried?

The AI boom has triggered massive investment in chips, data centers, electricity and new AI models.

Companies such as Microsoft, Google and Amazon can fund a significant share of that spending with revenue from their existing businesses.

It is a different story for companies focused solely on renting out AI computing power. They often have to borrow heavily or raise new capital to expand their data centers.

CoreWeave and Nebius are examples of companies whose growth is closely tied to demand for AI computing power.

That leaves the sector vulnerable to shifts in interest rates and investor confidence.

Major tech companies are also financially connected in several ways. Amazon and Google, for example, invest in Anthropic while also serving as important providers of the computing power it needs.

The big question is how much of the money flowing through the AI sector will ultimately translate into lasting profits.

Microsoft holds up better than many AI stocks

Not every tech company is feeling the market’s doubts to the same degree.

Microsoft has major sources of established revenue in software, business subscriptions and cloud services. That makes it less reliant on any single new AI application.

Nvidia, AMD and Broadcom, meanwhile, are key suppliers of chips and technology used to expand AI data centers.

For these companies, the crucial question is how much their customers will continue to invest.

Those differences help explain why the stocks do not always move in tandem. Rising demand for AI does not automatically mean every AI company will make more money.

A pivotal week for AI stocks

Investors are focused this week on quarterly results from three major tech companies.

Microsoft and Alphabet, Google’s parent company, report on Wednesday, October 28. Amazon follows on Thursday, October 29.

Investors will be looking beyond revenue and profit. Above all, they want to know how much these companies are spending on AI—and what those investments are delivering so far.

Microsoft and Amazon, for example, could show how much rev