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CNBC's Faber says many believe the Anthropic (ANT) IPO will have an USD 1.5tln valuation by the time it lists

Newsquawk Staff ·

CNBC's Faber says many believe the Anthropic (ANT) IPO will have an USD 1.5tln valuation by the time it lists.

What it means

This is sourced chatter rather than a filing: a well-followed markets reporter relaying what 'many believe', with no bank mandate, no range from underwriters and no timetable attached. The track record of such pre-IPO valuation talk is instructive on both sides: headline figures floated ahead of mega-listings have historically been revised sharply in both directions once bookbuilding begins, and the prints that matter are the ones attached to actual cornerstone demand rather than circulating chatter. The valuation itself sits at the very top of the historical range for any listing, so the relevant question is less the number than the market's capacity to absorb it, since floats of this kind have tended to be set by what index trackers, crossover funds and sovereign buyers will commit rather than by comparables. The transmission channel runs through the listed AI complex: pricing of this size has in past episodes re-rated private-market marks and the public peer set as investors triangulate relative value, and it tests risk appetite for the broader cohort of loss-making AI names awaiting their own windows. Worth noting that reporter-sourced valuation talk has occasionally preceded leaks of formal process, so the follow-ons are confirmation of underwriters, an exchange indication and any actual filing. As unconfirmed secondhand reporting, it is sentiment signal rather than tradeable fact.

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