Anthropic Files for Nasdaq IPO Valued Up to $2T

Key Takeaways

• <ul><li>Anthropic filed for a Nasdaq IPO with a potential valuation of US$1.5 to US$2 trillion and US$16.3 billion in revenue, drawing attention to AI infrastructure and services stocks.</li><li>Rambus reported record quarterly revenue of US$207.4 million for high-speed memory interface chips, while Seagate Technology brought in US$12.2 billion in storage solutions revenue.</li><li>Teradyne derives over 60% of its US$3.7 billion revenue from AI data center demand, and ON Semiconductor raised its 2030 AI data center market estimate to nearly US$50 billion.</li><li>Oracle announced partnerships with Google, Snowflake, and OpenAI at its AI World event on October 27, 2026, adding TPUs, ChatGPT, Codex, and Jalapeño chip support to its cloud platform.</li><li>CoreWeave opened its first European data center in Copenhagen, expanding its footprint to nine centers and extending its AI network backbone to seven countries.</li><li>KnovaTwin by AI X Network uses NVIDIA Nemotron 3.5 Lightning, Kimi, and DeepSeek open models to turn books and expertise into interactive courses taught by Digital Twins.</li><li>Quant hedge funds like G-Research and QRT offer machine learning PhD compensation packages ranging from US$450,000 to US$800,000 to attract talent, with some losing researchers to OpenAI and Anthropic.</li><li>Check Point launched a Firewall-as-a-Subscription program providing AI-powered threat prevention and updated firewall capacity on a monthly or annual basis.</li><li>Taiwan's Consumer Confidence Index fell to 66.27 points in October, with durable goods buying confidence at its lowest since October 2009, driven by AI-driven memory chip price increases.</li><li>Insperity, Andersen Group, and Coforge are positioned in AI governance and compliance, with Coforge reporting 86% of Q1 FY27 revenue from AI-led work.</li></ul>

3 AI Infrastructure Stocks To Watch As Anthropic Spending Reshapes Data Centers

Anthropic plans to list on Nasdaq and raise over US$100b for data centers, driving demand for AI infrastructure. Three stocks highlighted are MPI Corporation, which makes semiconductor testing equipment with NT$16.4b in revenue; Rambus, which develops high speed memory interface chips and reported record quarterly revenue of US$207.4m; and Seagate Technology, which supplies storage solutions with US$12.2b in revenue. These companies support chipmakers, data centers, and hyperscalers building out AI capacity. Each stock presents growth opportunities but also specific risks investors should monitor.

3 AI Stocks To Watch With Up To 72% Fair Value Upside

Anthropic's planned IPO at a potential trillion dollar valuation shows massive capital flowing into AI companies. Three undervalued AI stocks are highlighted. PagerDuty runs an AIOps platform with US$495m in revenue and a US$1.39b market cap. Systena is a Tokyo based IT services group with a ¥160.9b market cap focused on AI and IoT solutions. Marketingforce Management operates AI powered cloud platforms in China with CN¥2.1b in AI service revenue and a HK$13.0b market cap. These companies may offer significant upside as AI adoption grows.

3 AI Stocks Retail Investors Are Watching After Anthropic's Nasdaq Filing

Anthropic's Nasdaq filing with a potential US$1.5 to US$2 trillion valuation and US$16.3b in revenue has drawn attention to three AI stocks. Zeta Global Holdings runs an AI powered marketing platform with US$1.6b in revenue and a US$8.5b market value. Fabrinet manufactures optical networking equipment with US$4.6b in revenue and a US$11.3b market value, serving data center optics and DCI demand. Amdocs provides telecom cloud software with US$4.7b in revenue and a US$6.6b market value, focusing on GenAI automation for communication providers. All three are exposed to the AI buildout driven by hyperscalers.

3 AI Infrastructure Stocks to Watch If Data Center Spending Slows

A Bank of Korea warning about potential cuts in US tech giant data center spending has put AI infrastructure stocks under scrutiny. Three stocks are highlighted as resilient options. Astera Labs supplies semiconductor connectivity chips with US$1.2b in revenue and a US$44.6b market cap. ON Semiconductor makes power and sensing chips with about US$3.0b from Power Solutions and has lifted its 2030 AI data center market estimate to nearly US$50b. Teradyne provides semiconductor test systems with US$3.7b in Semiconductor Test revenue and a US$48.3b market cap, tying over 60% of revenue to AI data center demand. These companies serve critical roles in the AI infrastructure chain.

3 Stocks Helping Companies Manage AI Risk After Anthropic IPO

Anthropic's IPO filing has highlighted the growing need for AI governance, safety, and compliance solutions. Three stocks are positioned in this space. Insperity provides HR solutions with US$6.9b in revenue and a US$2.1b market value, using its Compass AI engine to help businesses manage workforce compliance. Andersen Group is a tax and advisory firm with US$913m in advisory revenue and a US$7.2b market value, helping clients navigate regulatory compliance including AI disclosures. Coforge offers software solutions with ₹203,804 million in revenue and a ₹882.9b market value, with 86% of Q1 FY27 revenue from AI-led work. These companies help businesses handle AI related risk and regulation.

PagerDuty and Two AI Stocks Worth Watching

AI dealmaking is growing fast, with Anthropic planning an IPO and billions flowing into computing power and smart software. PagerDuty uses AI to monitor and fix software incidents for enterprises and earns about US$495 million in software revenue. Salesforce uses its Agentforce platform to connect AI assistants to customer data. Systena is a Japanese IT services company that helps build and test AI systems. All three stocks may be undervalued based on a screener that found 132 AI-related companies.

3 AI Infrastructure Stocks as GPU Spending Grows

Anthropic's IPO filing and tens of billions in GPU financing from SpaceX and Meta are putting computing power in focus. Netweb Technologies India builds AI servers and high performance systems with a market cap of ₹244.0 billion. Keysight Technologies makes test tools for AI data center hardware and has a market cap of US$53.6 billion. Hangzhou Changchuan TechnologyLtd builds chip testing equipment with a market cap of CN¥114.2 billion and a P/E of 49.5x. These stocks were picked from an AI Infrastructure Enablers screener that found 15 more companies.

AI X Network Launches KnovaTwin for Digital Twin Courses

AI X Network introduced KnovaTwin, a tool that turns books and professional expertise into interactive courses taught by Digital Twins. KnovaTwin supports NVIDIA Nemotron 3.5 Lightning, along with selected Kimi and DeepSeek open models, to generate course outlines, lessons and quizzes. Founder Matt Fok says the goal is to make practical AI education accessible to every community. The tool lets experts share knowledge beyond their personal teaching hours through a Digital Twin that answers learner questions in their voice.

AI X Network Launches KnovaTwin Course Platform

AI X Network announced KnovaTwin, which turns books and professional skills into courses taught by AI Digital Twins. The platform supports NVIDIA Nemotron 3.5 Lightning and selected Kimi and DeepSeek open models for generating course text. Authors keep control over reviewing and approving their content. The Digital Twin presents the expert's knowledge and answers learner questions to support ongoing learning. The tool is built to help experts share knowledge beyond books, workshops and events.

Oracle Adds Google TPUs and Snowflake to Cloud

Oracle announced new AI products and partnerships at its Oracle AI World event on October 27, 2026. The company will offer Google's Tensor Processing Units, which are specialized chips for machine learning and AI workloads. Oracle will also host a native Snowflake service on its cloud infrastructure for storing and analyzing large datasets. The additions include AI security and media tools as Oracle works to expand its cloud infrastructure business.

Oracle brings Snowflake AI Data Cloud to OCI as native service

Oracle and Snowflake announced that Snowflake AI Data Cloud is now available as a native service on Oracle Cloud Infrastructure. Customers can purchase, provision, and consume Snowflake directly through Oracle with unified pricing and billing. Oracle Universal Credits can be used for Snowflake usage. The partnership aims to help organizations apply analytics and AI closer to mission-critical data while reducing egress costs and maintaining security control.

Zerodha's Kamath urges traders to build with Kite APIs and AI

Zerodha founder Nithin Kamath encouraged traders to use the company's free Kite APIs with AI coding tools like Claude Code and Codex to build custom trading applications. These tools can help retail investors create stock screeners, portfolio trackers, and automated trading strategies. Kite APIs allow users to access market data, track portfolios, and place orders. Kamath also warned that incorrect code or faulty signals can lead to unintended trades and financial losses.

CoreWeave opens Denmark data center and expands global network

CoreWeave launched its first data center in Denmark at Copenhagen, bringing its European footprint to nine data centers. The company is also expanding its AI network backbone to seven countries including India, Singapore, and Japan. CoreWeave COO Sachin Jain said the expansion helps customers focus on building AI rather than managing infrastructure. Shares of CoreWeave and Nebius rose about 4% on the news while Oracle stock also ticked up.

Quant hedge funds invest more in AI research to win talent

Quantitative hedge funds like G-Research, Qube Research & Technologies, CFM, and Jump Trading are funding PhD programs and setting up AI labs to attract machine learning specialists. First-year compensation for machine learning PhDs now ranges from $450,000 to $650,000, with some packages reaching $800,000. QRT Labs sponsors over 70 PhD and postdoctoral researchers while G-Research funds 36 researchers across European programs. Some firms have also lost talent to AI companies like OpenAI and Anthropic.

AI security threats grow as businesses prepare for 2027

Experts warn that cybercriminals are using AI to launch faster and larger scale attacks against businesses. AI agents used by employees can expose sensitive corporate data if not properly guarded. Organizations are advised to set clear limits on what AI tools can access and establish strong governance policies. Air-gapped infrastructure, which separates systems from the internet, is gaining attention as a way to protect sensitive AI deployments. Businesses are urged to educate employees on responsible AI use rather than imposing blanket bans.

Check Point launches firewall subscription for AI security

Check Point introduced a Firewall-as-a-Subscription programme for its firewall products. Customers pay monthly or annual fees instead of buying hardware upfront. The package includes Force Firewalls, AI Network Firewall, AI-powered threat prevention, Live Updates, Smart-1 Agentic Management, premium support and professional services. The move comes as security budgets stay flat or fall and AI traffic increases the need for updated firewall capacity.

AI boom drives memory chip price hikes, pushing up 3C product prices in Taiwan and sinking durable-goods buying confidence to a 17-year low

Taiwan's October Consumer Confidence Index fell to 66.27 points, down 2.5 points from September. The sub-index for timing to buy durable goods dropped to 82.97, its lowest level since October 2009. National Central University's Research Center for Taiwan Economic Development said strong AI demand pushed up memory and component prices, raising handset and laptop costs. Researcher Wu Ta-jen said the benefits of economic growth are concentrated among a small group of tech workers and shareholders, while most workers see limited wage growth.

Oracle integrates OpenAI's ChatGPT and Codex, expands AI hardware options on its cloud platform

Oracle added OpenAI's ChatGPT and Codex into its software applications to improve database and enterprise AI access. Its cloud infrastructure will now support Google TPUs, OpenAI's Jalapeño chip and Cerebras technology. The expansion gives customers more choices during chip shortages. The announcement came during OpenAI CEO Sam Altman's keynote at Oracle AI World, as Oracle advances data center projects to meet revenue targets by 2030.

Sources

• 3 AI Infrastructure Stocks To Watch As Anthropic Spending Reshapes Data Centers
• 3 AI Stocks To Watch With Up To 72% Fair Value Upside
• 3 AI Stocks Retail Investors Are Watching After Anthropic’s Nasdaq Filing
• 3 AI Infrastructure Stocks to Watch If Data Center Spending Slows
• 3 Stocks Helping Companies Manage AI Risk After Anthropic IPO
• PagerDuty And 2 More AI Stocks To Watch
• 3 AI Infrastructure Stocks Investors Are Watching As GPU Spending Surges
• AI X Network Announces KnovaTwin to Turn Books into Courses Taught by Digital Twins
• AI X Network Announces KnovaTwin to Turn Books into Courses Taught by Digital Twins
• Oracle Brings Google TPUs, Snowflake, AI Security and Media Tools to Cloud Infrastructure
• Oracle Expands Native AI and Data Services on OCI with Snowflake
• Zerodha’s Nithin Kamath asks traders: What are you building with Kite's free APIs and AI?
• AI Cloud Stocks Rise as CoreWeave Adds Denmark Capacity: CoreWeave and Nebius Climb 4%, Oracle Ticks Up
• Quant hedge funds expand AI research investment amid intensifying…
• AI security: navigating threats, governance, and strategies
• Check Point launches firewall subscription for AI security
• AI boom drives memory chip price hikes, pushing up 3C product prices in Taiwan and sinking durable-goods buying confidence to a 17-year low
• Oracle integrates OpenAI's ChatGPT and Codex, expands AI hardware options on its cloud platform.