Analyst Says Anthropic IPO Sentiment Is Core Driver of AI Trade
Evercore ISI technology analyst Kevi Rippey said Anthropic’s IPO outcome will determine the direction of AI stocks into year-end. The headline also characterizes CoreWeave’s Q3 results as a “Survive and Advance” print.
Whether or not Anthropic’s (ANT) initial public offering (IPO) goes well will decide the direction of AI stocks into year-end, Evercore ISI technology analyst Kevi Rippey said on Wednesday.“Sentiment around the frontier is the core driver of the AI trade set,” Rippey told CNBC in an interview. “Tha…