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Market Impact: 0.3

A Potential New Market Threat: The IPO Window Closing

Source: seekingalpha.com

Artificial IntelligenceIPOs & SPACsInvestor Sentiment & PositioningCompany Fundamentals

Anthropic is reportedly seeking a $2 trillion IPO valuation despite not being profitable. The article cites rising competition and existential-risk concerns, and compares the AI-driven equity rally with past speculative bubbles amid record debt accumulation by hyperscalers and aggressive IPO activity.

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