Some investors and analysts say ANTHROPIC’s Q3 results could improve its IPO
viability but are unlikely to remove concerns weighing on global AI equities.
Insiders reported quarterly revenue of $16.8 bln, positive free cash flow and an
adjusted gross margin of 85%; the company expects to list by year-end at the
latest. Market participants said the numbers highlight demand for AI services
but are unlikely to rekindle sector-wide investor appetite as rising bond
yields, oil-driven inflation and financing strains at CoreWeave keep pressure on
AI stocks, while chipmakers and infrastructure suppliers show signs of slowing
profitability.
