The AI trade is now counting on Anthropic’s IPO — but it couldn’t be happening at a worse time
The ongoing tech selloff is leading investors to wonder if Anthropic will delay its IPO or list at a discount.
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Data centers run on debt. That was a problem for bonds this year — and it’s only going to get worse.
AI debt issuance this year overwhelmed investor portfolios, and has disappointed from a performance perspective. The funding need won’t get any better with Democrats in control of…
Nvidia, AMD and other chip stocks rebound — but is relief from the ‘violent’ selloff only temporary?
Analysts warn of further volatility ahead, although there are several new factors that work in the AI trade’s favor.