SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU). The CNBU segment includes memory products and solutions sold into client, cloud server, enterprise, graphics, and networking markets. The MBU segment is involved in memory and storage products sold into smartphone and other mobile-device markets. The EBU segment focuses on memory and storage products sold into automotive, industrial, and consumer Markets. The SBU segment consists of SSDs and component-level solutions sold into enterprise and cloud, client, and consumer storage markets. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron Technology is seeing intense volatility as retail investors debate whether the current rally is a structural re-rating driven by AI-fueled memory demand or a speculative bubble prone to a sharp correction. The community remains deeply divided, with bulls pointing to fundamental AI tailwinds and potential supply chain disruptions at competitors, while bears warn of a looming technical reversal and excessive retail euphoria.

Kopin Corp. engages in the development, manufacture and sale of wearable technologies which include components and systems. Its portfolio includes AMLCD, LCOS displays, OLED displays, ASIC, backlights, and optical lenses. The firm uses semiconductor material technology to design, manufacture and market its component products for use in military, enterprise and consumer electronic applications, training and simulation equipment and 3D metrology equipment. The company was founded by John C.C. Fan on April 23, 1984 and is headquartered in Westborough, MA.

Kopin Corp.

Kopin Corp

Kopin Corp is seeing high volatility and heavy trading volume as investors react to a series of strategic defense contracts and a high-profile pivot into the AI optical interconnect market. The community is sharply divided between those viewing the price action as a classic institutional shakeout of retail investors and those concerned that the stock is struggling to maintain its recent gains.

Quantum Computing, Inc. engages in developing novel algorithms and solutions utilizing quantum and quantum-inspired computing to solve difficult problems in various industries. It leverages its expertise in finance, computing, security, mathematics, and physics to develop commercial applications for the financial, security, and government sectors. The company was founded on July 25, 2001 and is headquartered in Hoboken, NJ.

Quantum Computing Inc

Quantum Computing Inc. is experiencing heightened market activity following a strong quarterly earnings beat, fueling investor optimism regarding its transition from research to commercial hardware. While some members of the community express skepticism over its current revenue and valuation, bulls are actively focused on the company's strategic acquisitions and potential for a short squeeze amidst significant institutional interest.

The Wendy’s Co. engages in operating, developing, and franchising a system of quick-service restaurants. It operates through the following segments: Wendy’s U.S., Wendy’s International, and Global Real Estate and Development. The Wendy’s U.S. segment includes the operation and franchising of Wendy’s restaurants in the U.S. The Wendy’s International segment is involved in the operation and franchising of Wendy’s restaurants in countries and territories other than the U.S. The Global Real Estate and Development segment focuses on real estate activity for owned sites and sites leased from third parties. The company was founded by R. David Thomas on November 15, 1969 and is headquartered in Dublin, OH.

Wendy`s Co - Ordinary Shares - Class A

Wendy's Co

Wendy's is attracting significant attention as community members discuss a potential take-private bid by Nelson Peltz's Trian Fund Management, which has fueled speculation of a major short squeeze given the stock's high short interest. Investors are actively debating the viability of a buyout, comparing the current valuation against growth initiatives like international expansion, while many look for a substantial price floor to shake out the bearish sentiment.

Ernexa Therapeutics, Inc. engages in the provision of cell engineering therapies. It is involved in the development of mRNA cell engineering technologies to repair cellular dysfunction and treat a range of therapeutic indications. The company was founded in 1984 and is headquartered in Cambridge, MA.

Ernexa Therapeutics Inc.

Ernexa Therapeutics is trending as investors react to promising preclinical data showing 100% tumor clearance in ovarian cancer models, fueling high volume and intense community speculation about potential short squeezes. Traders are actively debating the company's valuation, low-float structure, and the risks of potential future dilutions as the stock remains a focal point for momentum scalp strategies.

Venture Global, Inc. engages in the provision of United States liquefied natural gas sourced from resource rich North American natural gas basins. It operates through the following segments: Calcasieu Project, Plaquemines Project, CP2 Project, and Sales and shipping. The company was founded by Michael Sabel and Robert Pender in 2023 and is headquartered in Arlington, VA.

Venture Global Inc. - Ordinary Shares - Class A

Venture Global Inc

Venture Global is trending as investors react to strong earnings and raised EBITDA guidance, while the market closely monitors the ongoing volatility in global LNG supply chains and Middle East geopolitical developments. The community remains focused on the company's aggressive growth, the impact of continued export terminal expansions, and the potential for a significant rerating as it outmaneuvers competitors.

Roundhill ETF Trust - Roundhill Memory ETF

The Roundhill Memory ETF ($DRAM) is surging as institutional investors pile into the sector to gain concentrated exposure to a structural memory chip supercycle driven by massive AI infrastructure demand. Community sentiment remains intensely bullish, with many traders viewing the current volatility and dip-buying opportunities as a key strategy to capitalize on the persistent supply crunch for high-speed memory.

Destiny Tech100, Inc. operates as a non-diversified, closed-end management investment company. The company was founded on November 18, 2020 and is headquartered in Austin, TX.

Destiny Tech100 Inc

DESTINY TECH 100 INC

Destiny Tech100 is experiencing intense volatility and social media debate driven by recent dilution concerns and regulatory questions surrounding its indirect Anthropic holdings. Despite this, many in the community remain focused on the fund's heavy pre-IPO exposure to high-profile assets like SpaceX, viewing the current price action as an accumulation opportunity ahead of anticipated liquidity events.

Token Cat Ltd. operates as a holding company, which engages in the operation of an omni-channel automotive marketplace. It offers auto shows, group-purchase facilitation, and virtual dealership services. The company was founded by Wei Wen and Jian Chen Sun in 2010 and is headquartered in Beijing, China.

Token Cat Ltd. - ADR

TuanChe Ltd - ADR

TuanChe is seeing significant investor attention fueled by a low float, a pivot toward a crypto asset investment strategy, and a recent partnership announcement. The community is actively debating its potential for volatility, comparing it to other high-momentum Chinese small-caps and noting its thin trading structure.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X ETF

Direxion Daily Semiconductor Bear 3X Shares

Semiconductor stocks are seeing extreme volatility and record-high RSI levels, fueling intense debate among traders over whether this marks a sustainable AI-driven bull run or a dangerous bubble primed for a collapse. Community discussion is dominated by warnings of volatility decay in leveraged ETFs like SOXS and SOXL, while traders debate the timing of a potential sector correction versus continued momentum.

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Bitcoin

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Solana

Ripple

Dogecoin

Cardano

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Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

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SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

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<ul class="summary-bullets"><li>SpaceX IPO excitement and Anthropic’s $1.4 trillion implied valuation have fueled investor demand for VCX exposure.</li><li>Anthropic represents about 21% of VCX’s portfolio, alongside holdings in OpenAI, Databricks, Anduril, Ramp and SpaceX.</li><li>Vervia Partners’ Anthony Showalter warned that VCX is trading far above the underlying value of its holdings.</li></ul>Shares of Fundrise Innovation Fund (VCX) have turned into one of Wall Street’s hottest AI trades as retail investors rush for indirect exposure to Anthropic, SpaceX and OpenAI ahead of potential blockbuster IPOs. However, one investor now warns that the stock could still face a brutal reality check.Since their respective launches,&nbsp;<a href="https://stocktwits.com/symbol/VCX">VCX</a> has surged 2,172%, significantly outperforming rival and private-tech exposure funds, including&nbsp;<a href="https://stocktwits.com/symbol/DXYZ">Destiny Tech100 (DXYZ)</a>, up 692%,&nbsp;<a href="https://stocktwits.com/symbol/XOVR">ERShares Private-Public Crossover ETF (XOVR)</a>, up 121%, and&nbsp;<a href="https://stocktwits.com/symbol/NASA">Tema Space Innovators ETF (NASA)</a>, up 35%.<img src="https://news.stocktwits-cdn.com/koyfin_20260511_114518469_png_fa4873ee09.webp" alt="koyfin_20260511_114518469.png">VCX is a closed-end fund that debuted on the NYSE in March and immediately became one of the market’s most explosive retail trades. Within days of listing, VCX surged more than 1,500% above its reported net asset value (NAV). At one point, shares traded at over 16x the fund’s reported NAV of $18.97 per share as repeated volatility halts hit the stock.<h2 class="st-heading-2">VCX Rides SpaceX And Anthropic Hype</h2>Much of the excitement for VCX comes from surging retail interest in both SpaceX and Anthropic. SpaceX has evolved beyond a launch company into a sprawling AI, satellite broadband and infrastructure platform spanning Starlink, direct-to-cell connectivity, hyperscale processing ambitions and potential orbital data centers.Investors have also focused heavily on the possibility of a historic SpaceX IPO that could value the company at nearly $2 trillion and trigger massive passive&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/spacex-ipo-etf-demand-vanguard-qqq-tesla-influencer/cZQMjCvRe7r">ETF inflows</a> due to accelerated index inclusion rule changes across Nasdaq, S&amp;P and FTSE Russell.Meanwhile, Anthropic’s implied pre-IPO valuation has surged to $1.4 trillion, climbing about 40% in just 24 days as private-market demand for the Claude developer intensified ahead of a potential public listing later this year. The AI company’s implied valuation is now up more than 1,000% since October 2025, fueled largely by enterprise adoption of Claude and Claude Code. Annualized revenue estimates have climbed from $100 million in 2023 to $45 billion currently, according to&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/KobeissiLetter/status/2053896786142789725">The Kobeissi Letter</a>.Anthropic has emerged as one of the industry’s largest AI infrastructure spenders, signing major deals with Amazon Web Services, Alphabet, CoreWeave and SpaceX. Last week, Anthropic deepened ties with SpaceX by securing access to more than 300 megawatts of processing capacity from SpaceX’s Colossus 1 facility in Memphis, Tennessee.<h2 class="st-heading-2">VCX: Retail’s Gateway To Private AI</h2>The excitement for IPOs has increasingly spilled into VCX since Anthropic alone accounts for 21% of its portfolio, while OpenAI, Databricks, Anduril, Ramp and SpaceX make up other major positions.Fundrise CEO Ben Miller has previously said that VCX gives ordinary investors access to elite private-market opportunities traditionally reserved for institutions and venture capital firms. “Let the retail investors be the ones who get the inside shares rather than the hedge funds,” Miller&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/vcx-tumbles-premarket-fundrise-opens-space-x-anthropic-databricks-onchain-after-snubbing-hedge-funds/cZERjq7RIZl">said in March</a>.Since VCX’s July 2022 inception, cumulative returns total 84%, meaning a $10,000 investment would have grown to about $19,256, including $9,030 in appreciation and $225 in distributions, according to Fundrise data.&nbsp;<h2 class="st-heading-2">Investor Questions VCX’s Massive Premium</h2>However, not everyone believes VCX’s massive rally is sustainable. Anthony Showalter, managing partner at Vervia Partners, said investors are confusing exposure to elite private companies with reasonable valuation. “This is not an anti-AI short. It is not even an anti-Fundrise short. It is a wrapper-math short,” Showalter&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/santhonys/status/2053604997745815742">said on X</a> in a detailed report published on Monday.The investor acknowledged the strength of VCX’s underlying portfolio, calling companies like Anthropic, OpenAI and SpaceX “extraordinary companies,” but said the premium investors are paying through VCX has detached from economic reality. “The mistake investors are making is confusing exposure with value,” Showalter said. “VCX gives you exposure to extraordinary companies. It does not follow that any price for that exposure makes sense.”Showalter said that many traders are treating VCX like a traditional ETF, in which rising demand automatically increases ownership of the underlying holdings. According to him, VCX owns a relatively fixed number of shares in companies such as Anthropic, Databricks, Ramp and SpaceX, meaning that the fund cannot simply manufacture more exposure as demand rises.<h2 class="st-heading-2">Even VCX’s ‘Dream Scenario’ Looks Overvalued&nbsp;</h2>Using secondary-market pricing for Anthropic, SpaceX, OpenAI and other holdings, Showalter estimated that VCX still trades at a massive premium even under extremely bullish assumptions. In his “Aggressive Marks” scenario, Anthropic was valued at $1.3 trillion and VCX still produced an estimated NAV of only about $46 per share compared with a market price near $191. Under an even more bullish “Dream Scenario,” where major holdings doubled again from already elevated levels, Showalter estimated NAV at $76.55 per share.“To put that another way: even if you are the most aggressive Anthropic bull alive, even if you believe Sacks is right and Anthropic becomes the most valuable company in human history, even if SpaceX and OpenAI both 6x from where they sit today, VCX still has to lose roughly half its value to reach the underlying marked NAV,” Showalter said.Showalter also warned that ongoing share issuance could dilute investors’ exposure to key holdings over time, since Fundrise cannot acquire shares of Anthropic or SpaceX quickly enough to keep pace with the inflow of new money into the fund. “A great asset can still be a terrible security if the wrapper is priced absurdly,” he said.<h2 class="st-heading-2">How Do Retail Traders Feel About VCX?</h2>On Stocktwits, retail sentiment for VCX has jumped to ‘extremely bullish’ from ‘bullish’ levels over the past week amid a 1,540% surge in 24-hour message volumes. Over the past month, the stock’s retail-watcher base has also risen by nearly 40%.<figure class="image"><img src="https://news.stocktwits-cdn.com/vcx_ss_png_09861740c3.webp" alt="vcx ss.png" width="973" height="142"><figcaption>VCX sentiment and message volume as of May 12 | Source: Stocktwits</figcaption></figure>One user&nbsp;<a href="https://stocktwits.com/theMeans/message/653029554">said</a>, “If you believe AI is the future, then there is no other portfolio that dominates the market like<a href="https://stocktwits.com/symbol/VCX"> $VCX</a> … none. you're betting on the entire ecosystem: the models (Anthropic/OpenAI), the data (Databricks), and the physical application (Anduril/SpaceX). Even if one fails, the others are positioned to dominate.”<stembedurl>https://stocktwits.com/theMeans/message/653029554</stembedurl>Another user&nbsp;<a href="https://stocktwits.com/LiquidityTaker/message/652989987">said</a>, “$VCX is absolutely ripping through levels and I’m just watching the tape in disbelief. Up +1,913% and still printing higher highs like it doesn’t care about gravity.”<stembedurl>https://stocktwits.com/LiquidityTaker/message/652989987</stembedurl>For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/asts-stock-tanks-analyst-warns-launch-delays-after-pumping/cZXQvHeReLR">ASTS Stock Tanks Overnight After Q1 Miss: Analyst Says Recent ‘Pumping’ Came Ahead Of Major Launch Delays&nbsp;</a>

In this photo illustration, a smartphone displays the logo of artificial intelligence company Anthropic in front of a SpaceX logo background on May 7, 2026, in Shenzhen, Guangdong Province, China. (Photo illustration by Cheng Xin/Getty Images)

VCX Heading For 50% Crash? Investor Explains ‘Wrapper-Math Short’ Logic Even In Most Bullish AI Case

Since their respective launches, VCX has surged 2,172%, outperforming rival and private-tech exposure funds including DXYZ, XOVR and NASA.

VCX Becomes Retail’s AI Darling On SpaceX, Anthropic Hype — One Investor Warns Of 50% Crash 

Equity

<ul class="summary-bullets"><li>If the deal goes through, Anthropic would be only the second private company ever to hit the milestone.</li><li>Retail traders are eying exposure to Anthropic via funds such as KraneShares Artificial Intelligence &amp; Technology ETF (AGIX), Fundrise Innovation Fund (VCX), and ARK Venture Fund (ARKVX).</li><li>Anthropic is reportedly planning to IPO in the fourth quarter.</li></ul>AI startup Anthropic is evaluating raising tens of billions of dollars at an over $1 trillion valuation, The Financial Times&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.ft.com/content/a40cafcc-0fa4-4e70-9e24-90d826aea56d">reported</a> on Friday, citing people familiar with the matter.If the round goes through, it would make Anthropic only the second private firm ever to hit the milestone. SpaceX was reportedly valued at $1.25 trillion after it absorbed xAI in February. It would also cross its chief rival OpenAI, which was valued at $852 billion in March.Interest has built up in Anthropic in recent months, as every new AI tool it has launched has pressured the shares of enterprise software companies operating in the design and cybersecurity segments.&nbsp;Moves from Anthropic are also being closely watched by retail investors, who are buying exposure to the company’s stock through funds such as KraneShares Artificial Intelligence &amp; Technology ETF (AGIX), Fundrise Innovation Fund (VCX), ARK Venture Fund (ARKVX), and Destiny Tech100 (DXYZ).Meanwhile, the rivalry between Anthropic and OpenAI, both of which plan to go public towards the end of the year, has reached a fever pitch.&nbsp;OpenAI has been in the news for tweaking its agreement with early investor Microsoft and adding Amazon as a second major cloud computing vendor. Meanwhile, reports said OpenAI CFO Sarah Friar internally&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/open-ai-ipo-cfo-reportedly-flags-2026-timeline-as-aggressive-in-rift-with-ceo-sam-altman/cZJ4QUFRIoV">warned</a> that the company’s IPO timeline may be too aggressive, putting her at odds with CEO Sam Altman, who is pushing for a fourth-quarter listing.Earlier this week, Anthropic&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/anthropic-signs-computing-deal-with-space-x-to-meet-surging-claude-demand/cZQzLXFReOt">announced</a> a deal with SpaceX, wherein it would rent more than 300 megawatts of computing capacity from the latter’s Colossus 1 data center in Memphis, Tennessee.Last month, Ark Invest said it picked up a $240 million stake in OpenAI through its funds ARK Innovation ETF (ARKK), ARK Fintech Innovation (ARKF) and ARK Next Generation Internet (ARKW).Earlier this month, Alphabet said it would invest another $40 billion in the company – Google's stake could easily be worth over $100 billion when Anthropic goes public,&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/alphabet-s-google-may-be-sitting-on-a-234-b-gold-mine-and-space-x-anthropic-ip-os-could-unlock-it-this-year/cZBdcnVRIyS">according</a> to a Stocktwits calculation.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvda-stock-has-never-trailed-soxx-this-badly-in-years-why-ceo-jensen-huang-s-china-trip-with-trump-may-fix-that/cZX2O0OReXX">NVDA Stock Has Never Trailed SOXX This Badly In Years — Why CEO Jensen Huang's China Trip With Trump May Fix That</a>&nbsp;

Anthropic Co-founder and CEO Dario Amodei speaks on a panel on September 04, 2025 in San Francisco, California. (Photo by Chance Yeh/Getty Images for HubSpot)

Anthropic Is Chasing A Trillion-Dollar Valuation Like SpaceX To Vault Past OpenAI: Report

The rivalry between Anthropic and OpenAI, both targeting an IPO this year, is at a fever pitch.

<ul class="summary-bullets"><li>DeepSeek’s new V4-Pro model trails only Google’s Gemini 3.1-Pro for world knowledge and the overall performance is only “marginally short” of OpenAI’s GPT‑5.4, the company said.</li><li>The V4-Pro delivered better results than Anthropic’s Sonnet 4.5 but came in behind the U.S. startup’s flagship Opus 4.6 model.</li><li>DeepSeek added that the V4 series has been tested on Huawei’s Ascend NPUs, marking a milestone for Chinese chips.</li></ul>DeepSeek, one of the most important and closely watched AI startups from China, on Friday released its latest AI models and touted its ability to go toe-to-toe with AI from U.S. rivals such as OpenAI, Anthropic and Google.The release comes after a long period of lull and over a year since its then-flagship model, the DeepSeek-R1, sent shockwaves through the global tech scene by matching benchmark capacities while being developed at a fraction of the cost of Western models.In the WeChat release, DeepSeek said its V4-Pro and V4-Flash were nearly as proficient as the top-of-the-line AI models in the market.The Pro model beats all rival open models for maths and coding, and trails only Google’s Gemini 3.1-Pro for world knowledge, DeepSeek said. Its performance is “marginally short” of OpenAI’s GPT‑5.4 model.It beats Anthropic’s Sonnet 4.5 in user experience and delivers output quality closer to Opus 4.6’s non-thought mode, though it still lags behind Opus 4.6’s thought mode, the company said.<h2 class="st-heading-2">DeepSeek’s V4 Runs On Huawei Chips</h2>DeepSeek also said it has successfully tested one of V4’s core efficiency methods across both Nvidia GPUs and Huawei’s Ascend NPUs, marking a milestone for Chinese chips.&nbsp;In a WeChat update, Huawei added that its Ascend platform now provides full-stack compatibility for DeepSeek V4 models.While DeepSeek has repeatedly delayed releasing a major model update, domestic tech giants Alibaba and ByteDance have aggressively pushed out updates.Alibaba, which has pushed updates each month of the year, is rapidly pivoting Qwen toward agentic AI, multimodal capabilities, and mass consumer adoption.<h2 class="st-heading-2">OpenAI, Anthropic Prep For IPO</h2>The development comes as OpenAI and Anthropic prepare for their initial public offerings (IPOs), likely to arrive in the final quarter of 2026. Anthropic recently disclosed that its annual revenue run rate had hit $30 billion, surpassing that of OpenAI.Both firms are yet to file their paperwork. However, retail investors are already gaining exposure to these marquee pre-IPO tech names through funds such as ARK Innovation (ARKK), Fundrise Innovation Fund (VCX), Destiny Tech100 (DXYZ), and KraneShares Artificial Intelligence &amp; Technology ETF (AGIX).Ark Invest recently&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/cathie-wood-makes-240-m-bet-in-open-ai-s-mammoth-fundraise-as-ipo-looms/cZ7H03dRInm">picked up</a> a $240 million stake in OpenAI through its funds ARKK, ARK Fintech Innovation (ARKF), and ARK Next Generation Internet (ARKW). Stocktwits previously published explainers on investing in&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/anthropic-s-ipo-said-to-be-coming-as-early-as-october-here-s-how-to-pick-up-a-stake-before-it-goes-public/cZ3uU4aRIlA">Anthropic</a> and&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/how-to-buy-spacex-before-ipo-5-funds-owning-spacex/cZ3uVbqRIlL">SpaceX</a> ahead of their IPOs.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/poet-stock-eyes-best-week-in-nearly-2-years-traders-now-hint-at-a-possible-amazon-connection/cZBWyz4ReTs">POET Stock Eyes Best Week In Nearly 2 Years: Traders Now Hint At A Possible Amazon Connection</a>&nbsp;

Deepseek logo is screened on a mbolie phone for illustration photo. (Photo by Beata Zawrzel/NurPhoto via Getty Images)

China’s DeepSeek Releases New AI Models It Claims ‘Nearly’ Match Up To OpenAI, Anthropic Tech

DeepSeek said it tested the latest V4 models on Huawei chips, signaling a shift in China's AI stack.

<ul class="summary-bullets"><li>The initial public offerings from SpaceX and Anthropic are among the hottest offerings investors are watching for 2026.</li><li>Given their target IPO valuations, Google’s stake in the two firms combined stands to nearly double to $234 billion.&nbsp;</li><li>Retail investors are already picking stakes in marquee pre-IPO tech firms, including OpenAI, through funds such as Fundrise Innovation Fund (VCX), Destiny Tech100 (DXYZ), and those run by Ark Invest.</li></ul>Alphabet, Inc. could be sitting atop a massive, unrealized windfall worth hundreds of billions thanks to its stakes in Elon Musk’s rocket company, SpaceX, and the OpenAI challenger, Anthropic, both of which are planning to go public later this year.The initial public offerings from SpaceX and Anthropic are the hottest offerings investors are watching for 2026 – SpaceX’s IPO could trump Saudi Aramco’s to be the largest to date – and investors are already lapping up exposure through funds such as Fundrise Innovation Fund (VCX), Destiny Tech100 (DXYZ), and those run by Cathie Wood’s Ark Investment Management.Google owns a 6.1% stake in SpaceX, according to an&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.commerce.alaska.gov/cbp/main/search/entities">April filing</a> with Alaska’s Department of Commerce, Community, and Economic Development. Its stake in Anthropic is reportedly around 14%. The latter figure is from Google’s submissions in an antitrust court case in March last year, and was&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.nytimes.com/2025/03/11/technology/google-investment-anthropic.html">reported</a> by the New York Times.The quantum of Google’s shareholding would have changed somewhat after Anthropic raised a $30 billion round at a $380 billion valuation in February.Based on Stocktwits’ calculations, Google’s stakes in SpaceX and Anthropic are worth around $76 billion and $50 billion, respectively. When the two firms do list – and based on the higher valuation targets discussed in media reports – Google could end up with a combined stake of a massive $241 billion. To put that in perspective, Alphabet made less than that over the second half of last year. &nbsp;<div><figure class="table"><table class="ck-table-resized"><colgroup><col><col><col></colgroup><tbody><tr><td>&nbsp;</td><td>Value Of Google's Stake</td><td>Potential Value Of Google's Stake During IPO</td></tr><tr><td>Anthropic</td><td>$53.2B&nbsp;</td><td>$112B</td></tr><tr><td>SpaceX</td><td>$76.3B</td><td>$122B</td></tr></tbody></table></figure></div>Note: SpaceX's current valuation is $1.25T (Feb '26); Anthropic's current valuation is $380B (Feb '26). The firms are targeting IPO valuations of $2 trillion and over $800 billion, respectively, per media reports. &nbsp;It is entirely up to Google when&nbsp;or whether&nbsp;it sells the stakes, although large early investors typically divest a portion of their holdings in mega IPOs. Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-04-02/spacex-is-said-to-target-more-than-2-trillion-valuation-in-ipo">reported</a> earlier this month that SpaceX was targeting a $2 trillion valuation and planned to start roadshows in June. Separately, the news agency&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-04-14/anthropic-attracts-investor-offers-at-a-800-billion-valuation">reported</a> last week, citing sources, that Anthropic received offers from investors willing to invest at an $800 billion valuation.&nbsp;Anthropic recently&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/anthropic-tops-open-ai-on-revenue-with-30-b-run-rate-while-space-x-plans-june-investor-roadshow-ahead-of-mega-ip-os/cZJJmVzRIpR">revealed</a> that its annualized revenue rate has surged past $30 billion, more than tripling from $9 billion last year and surpassing rival OpenAI.&nbsp;Both IPOs are expected in the fourth quarter of this year, as per media reports.<a href="https://stocktwits.com/symbol/GOOGL">GOOGL</a> was the top-performing stock in the Magnificent Seven group last year, thanks to praises for its Gemini 3 model and a crucial AI tie-up with Apple, among other triggers. Shares&nbsp;lost steam early in 2026 amid a broader selloff in tech shares, but have rebounded sharply this month. GOOGL is up 9.2% year to date.Meanwhile, retail investors are already gaining exposure to these marquee pre-IPO tech names through funds such as ARK Innovation (ARKK), Fundrise Innovation Fund (VCX), Destiny Tech100 (DXYZ), and KraneShares Artificial Intelligence &amp; Technology ETF (AGIX).Ark Invest&nbsp;recently&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/cathie-wood-makes-240-m-bet-in-open-ai-s-mammoth-fundraise-as-ipo-looms/cZ7H03dRInm">picked up</a> a $240 million stake in OpenAI through its funds ARKK, ARK Fintech Innovation (ARKF), and ARK Next Generation Internet (ARKW). Stocktwits previously published explainers on investing in&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/anthropic-s-ipo-said-to-be-coming-as-early-as-october-here-s-how-to-pick-up-a-stake-before-it-goes-public/cZ3uU4aRIlA">Anthropic</a> and&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/how-to-buy-spacex-before-ipo-5-funds-owning-spacex/cZ3uVbqRIlL">SpaceX</a> ahead of their IPOs.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/buy-nflx-stock-dip-wall-street-analysts-stay-bullish-while-cathie-wood-s-ark-piles-in-after-post-earnings-slide/cZB5CRhRIyL">Buy NFLX Stock Dip? Wall Street Analysts Stay Bullish While Cathie Wood’s Ark Piles In After Post-Earnings Slide</a>&nbsp;

Google CEO Sundar Pichai walks to lunch at the Allen & Company Sun Valley Conference on July 9, 2025 in Sun Valley, Idaho. (Photo by Kevin Dietsch/Getty Images)

Alphabet’s Google May Be Sitting On A $234B Gold Mine — And SpaceX, Anthropic IPOs Could Unlock It This Year

The search giant holds a 6.1% stake in SpaceX (sourced from an Alaska state filing) and a 14% stake in Anthropic (from antitrust court submissions).

The SpaceX logo is displayed on a smartphone screen with the xAI logo in the background.

SpaceX Reportedly Lost Nearly $5B Last Year — But One Analyst Says Musk Still Has A Shot At Owning Every Layer Of AI

SpaceX's IPO momentum is lifting the broader space economy, with strong inflows into ETFs and gains in sector-specific stocks.

<ul class="summary-bullets"><li>Retail investors are already gaining exposure to these marquee pre-IPO tech names through funds such as ARKK, VCX, DXYZ, and AGIX.</li><li>Anthropic announced a major cloud deal with Broadcom, which also involves Google, on Monday.</li><li>CNBC’s Jim Cramer worries about ‘excess supply’ and argues that Anthropic, OpenAI, and SpaceX IPOs should be spaced out.</li></ul>AI startup Anthropic has revealed that its annualized revenue rate has surged past $30 billion, more than tripling from $9 billion last year and surpassing rival OpenAI. It also now serves over 1,000 customers, each paying upwards of $1 million annually, marking key growth milestones as it moves toward a potential IPO.Meanwhile, Elon Musk-owned SpaceX reportedly engaged with bankers on Monday and discussed plans to host its IPO roadshow and a major event for retail investors in June, Reuters reported, citing sources.&nbsp;Along with a potential IPO from OpenAI, the listings from Anthropic and SpaceX would make 2026 a bumper year for IPOs, as the two are planning to raise around $60 billion and $75 billion, respectively, according to reports.The developments underscore a rapid push toward listings, fueling rising investor enthusiasm and drawing closer scrutiny from analysts.<h2 class="st-heading-2">Retail Investors Eye SpaceX, Anthropic Exposure</h2>Retail investors are already gaining exposure to these marquee pre-IPO tech names through funds such as ARK Innovation (ARKK), Fundrise Innovation Fund (VCX), Destiny Tech100 (DXYZ), and KraneShares Artificial Intelligence &amp; Technology ETF (AGIX).Last week, Ark Invest said it picked up a&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/anthropic-s-ipo-said-to-be-coming-as-early-as-october-here-s-how-to-pick-up-a-stake-before-it-goes-public/cZ3uU4aRIlA">$240 million stake in OpenAI</a> through its funds ARKK, ARK Fintech Innovation (ARKF) and ARK Next Generation Internet (ARKW). Stocktwits previously published explainers on investing in&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/anthropic-s-ipo-said-to-be-coming-as-early-as-october-here-s-how-to-pick-up-a-stake-before-it-goes-public/cZ3uU4aRIlA">Anthropic</a> and&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/how-to-buy-spacex-before-ipo-5-funds-owning-spacex/cZ3uVbqRIlL">SpaceX</a> ahead of their IPOs.The interest is high, so much so that some analysts worry that the scale of these listings would distort the market. “I am very worried about the amount of supply stemming from SpaceX, OpenAI and Anthropic,” CNBC’s Jim Cramer said in an&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/jimcramer/status/2041313468624638390?s=20">X post</a> on Monday. “They really need to be spaced out and we will need no lock-ups so SpaceX won't open at $3 trillion.”<h2 class="st-heading-2">Anthropic, SpaceX Updates</h2>Anthropic&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.anthropic.com/news/google-broadcom-partnership-compute">discussed</a> its revenue milestone alongside the announcement of a major deal with Google and Broadcom. Broadcom will develop and supply custom artificial-intelligence chips for Google and additional computing capacity for Anthropic, as part of an expansion of the strategic collaboration among the three companies. Anthropic will access about 3.5 gigawatts of TPU-based computing capacity beginning in 2027.&nbsp;The latest data from Claude AI’s developer indicates it has, in effect, pipped Sam Altman’s OpenAI, which&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/technology/openai-tops-25-billion-annualized-revenue-last-month-information-reports-2026-03-05/">reportedly</a> had an annualized revenue rate of $25 billion (as of the end of February).SpaceX would launch its IPO roadshow on June 8, followed by an event for 1,500 retail investors on June 11, Reuters&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/business/finance/spacex-lays-out-ipo-details-targets-early-june-roadshow-sources-say-2026-04-07/">reported</a>. About 125 financial analysts from the 21 banks on the ​deal are scheduled to meet with the company the day before its roadshow.An IPO roadshow is a series of presentations by a company’s management to potential investors to generate interest and gauge demand before going public.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/apple-s-double-whammy-this-week-foldable-i-phone-delays-and-chinese-ai-patent-setback-but-retail-stays-bullish/cZJJ1CmRIpG">Apple’s Double Whammy This Week: Foldable iPhone Delays And Chinese AI Patent Setback — But Retail Stays Bullish</a>&nbsp;

This photograph shows a smartphone screen displaying the logo of Anthropic, an American company specializing in artificial intelligence (AI). (Photo by Samuel Boivin/NurPhoto via Getty Images)

Anthropic Tops OpenAI On Revenue With $30B Run-Rate While SpaceX Plans June Investor Roadshow Ahead Of Mega IPOs

Listings from Anthropic and SpaceX would make 2026 a bumper year for IPOs, as the two are planning to raise around $60 billion and $75 billion, respectively, according to reports.

<ul class="summary-bullets"><li>OpenAI CFO Sarah Friar&nbsp;feels OpenAI won’t be ready for an IPO this year and voiced concerns that reflect the tensions and risks in Altman’s Q4 target, The Information reported.</li><li>Altman has reportedly been excluding Frier from some conversations related to the company’s financial plans.</li><li>Retail investors are increasingly eyeing marquee pre-IPO tech companies, including Anthropic and SpaceX, and picking exposure through funds like ARKK, VCX, and DXYZ.</li></ul>OpenAI CFO Sarah Friar has internally warned that the company’s IPO timeline may be too aggressive, putting her at odds with CEO Sam Altman, who is pushing for a fourth-quarter listing.The Information reported, citing a source, that Friar believes OpenAI won’t be ready for an IPO this year and voiced concerns that reflect the tensions and risks inherent in the CEO’s extraordinarily ambitious plans.She said she wasn’t sure yet whether OpenAI would need to pour so much money into&nbsp;acquiring AI servers in the coming years or whether its slowing revenue growth would support the commitments, according to the&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.theinformation.com/articles/openai-ceo-cfo-diverge-ipo-timing?rc=prcjzy">report</a>.As a&nbsp;result, Altman has reportedly been excluding Frier from certain conversations about the company’s financial plans. Moreover, last year, Frier stopped reporting to Altman and instead began reporting to Fidji Simo, who had joined as head of OpenAI’s applications business.<h2 class="st-heading-2">Fresh Headache For OpenAI</h2>The development adds another layer of risk for OpenAI, which in recent months has faced investor concerns over its heavy infrastructure spending, a reportedly&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/microsoft-backed-open-ai-now-it-may-sue-over-a-rival-cloud-deal-here-s-what-s-at-stake/cZ37cZNRIgE">strained relationship</a> with key backer Microsoft, and rising&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-anthropic-s-ipo-might-just-be-juicier-than-open-ai-s/cLIXYLXRE1c">competition</a> from rival and IPO hopeful Anthropic.OpenAI raised $122 billion billion last month, the biggest equity funding round ever. The funds, most of which are from Amazon and Nvidia in return for purchase commitments for cloud capacity and chips, would come in tranches.<h2 class="st-heading-2">Retail Eying Exposure In Top Pre-IPO Tech Firms&nbsp;</h2>Retail investors are closely watching IPO updates for marquee tech companies such as OpenAI, Anthropic and SpaceX, with many already picking up exposure through funds such as ARK Innovation (ARKK), Fundrise Innovation Fund (VCX), Destiny Tech100 (DXYZ), and KraneShares Artificial Intelligence &amp; Technology ETF (AGIX).Last week, Ark Invest said it picked up a&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/anthropic-s-ipo-said-to-be-coming-as-early-as-october-here-s-how-to-pick-up-a-stake-before-it-goes-public/cZ3uU4aRIlA">$240 million stake in OpenAI</a> through its funds ARKK, ARK Fintech Innovation (ARKF) and ARK Next Generation Internet (ARKW).<h2 class="st-heading-2">Iran Issues Threat To OpenAI’s Abu Dhabi Data Center</h2>In a separate development,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.tomshardware.com/tech-industry/iran-threatens-complete-and-utter-annihilation-of-openais-usd30b-stargate-ai-data-center-in-abu-dhabi-regime-posts-video-with-satellite-imagery-of-chatgpt-makers-premier-1gw-data-center">reports</a> over the weekend said Iran issued fresh threats to target U.S. infrastructure in the Gulf, specifically naming the $30 billion Stargate AI data center in Abu Dhabi, unless Washington halts its attacks.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/intc-stock-rally-analysts-see-further-upside-foundry-deals-after-buyback-of-ireland-fab-stake/cZJ4OiGRIok">INTC Stock Rally: Analysts See Further Upside, Foundry Deals After Buyback Of Ireland Fab Stake</a>&nbsp;

OpenAI CFO Sarah Friar pictured at Queen's University on April 19, 2023 in Belfast, Northern Ireland. (Photo by Brian Lawless - Pool/Getty Images)

OpenAI IPO: CFO Reportedly Flags 2026 Timeline As Aggressive In Rift With CEO Sam Altman

The development adds risk for OpenAI, which has faced concerns over heavy infrastructure spending, a strained relationship with Microsoft, and rising competition from Anthropic.

The Fundrise Innovation Fund (VCX) Participates in OpenAI's $122 Billion Funding Round

The Fundrise Innovation Fund (VCX) today announced its participation in OpenAI's latest funding round, increasing its existing position in one of the world's most consequential technology companies...

<ul class="summary-bullets"><li>OpenAI on Tuesday announced that it raised $122 billion in equity financing – the largest investment round for any company.</li><li>The financing and stake sale of individual investors comes ahead of a potential initial public offerings, expected towards the end of the year.</li><li>Investors are increasingly eying exposure to marquee pre-IPO tech companies such as SpaceX and Anthropic, investing into funds that own them.</li></ul>Noted tech investor Cathie Wood has poured in $240 million as part of OpenAI’s mammoth $122 billion funding round – a significant development that opens the door for retail investors to gain exposure to the world’s leading AI company, which is also gearing up for an initial public offering.The investment is made from her three exchange traded funds ARK Innovation (ARKK), ARK Fintech Innovation (ARKF) and ARK Next Generation Internet (ARKW), according to ARK Invest disclosures.&nbsp;As a percentage of their total holdings, the OpenAI stake accounts for 3.1% for ARKK, and 3.0% for ARKW and ARKF. Wood had earlier invested a similar amount in OpenAI through her venture fund, the ARK Venture Fund.Separately, OpenAI said it secured over $3 billion investment as part of the round from individual investors – a first for the company.&nbsp;OpenAI is “broadening ownership and giving more people the opportunity to share in the upside economics of OpenAI and the AI era,” it said in the&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://openai.com/index/accelerating-the-next-phase-ai/">blog post</a> announcing its fundraise on Tuesday.Although the ARK ETFs have declined in the recent months, with ARK Innovation ETF (ARKK) logged its worst quarter since early 2025, the OpenAI stake might increase their appeal.Investors are increasingly seeking exposure to marquee pre-IPO tech companies such as&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/how-to-buy-spacex-before-ipo-5-funds-owning-spacex/cZ3uVbqRIlL">SpaceX</a> and&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/anthropic-s-ipo-said-to-be-coming-as-early-as-october-here-s-how-to-pick-up-a-stake-before-it-goes-public/cZ3uU4aRIlA">Anthropic</a>, and are investing in funds that own them, Stocktwits has reported.&nbsp;Besides the ARK ETFs, KraneShares Artificial Intelligence &amp; Technology ETF (AGIX), Fundrise Innovation Fund (VCX), and Destiny Tech100 (DXYZ) are some of the funds that have seen significant interest among retail traders on Stocktwits of late.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nike-stock-tumbles-toward-9-year-low-retail-traders-shrug-off-soft-outlook/cZ7HhpHRInK">Nike Stock Tumbles Toward 9-Year Low: Retail Traders Shrug Off Soft Outlook To Scoop Up ‘Crazy Good Pricing’</a>

Cathie Wood, CEO & Chief Investment Officer of ARK Invest, speaks onstage during Day 2 of 2023 Invest Fest at Georgia World Congress Center on August 27, 2023 in Atlanta, Georgia. (Photo by Paras Griffin/Getty Images)

Cathie Wood Makes $240M Bet In OpenAI's Mammoth Fundraise As IPO Looms

OpenAI said it is broadening access to its equity to public investors through the ARK ETFs – and also separately raised $3 billion from individual investors.

<ul class="summary-bullets"><li>TechCrunch reported, citing Indagari data, that Claude’s popularity has increased significantly over the last six months.</li><li>Reports said that Anthropic, OpenAI, and others are working on AI models that would be proficient in hacking.</li><li>Meanwhile, funds like KraneShares AI ETF, ARK Venture Fund (3.8%) and Fundrise Innovation Fund are gaining traction from retail investors for their stakes in top unlisted tech giants.</li></ul>With Anthropic eyeing an initial public offering as early as October, investors are increasingly looking for exposure to the fast-growing AI startup while closely tracking developments that could shape sentiment ahead of the listing.New data, first&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://techcrunch.com/2026/03/28/anthropics-claude-popularity-with-paying-consumers-is-skyrocketing/">reported</a> by TechCrunch, indicates that the Anthropic AI bot Claude gained paid subscribers at record levels.&nbsp;Consumer spending tracker Indagari analyzed anonymized credit card transactions from 28 million U.S. consumers and estimated that paid users for Clause, excluding enterprise users, more than doubled to nearly 600,000 from 250,000 through February.&nbsp;The TechCrunch attributed the bot’s surge in popularity to the ongoing clash between the U.S. government and Anthropic over defense-related AI use, as well as the company’s recent Super Bowl ads that&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://techcrunch.com/2026/02/13/anthropics-super-bowl-ads-mocking-ai-with-ads-helped-push-claudes-app-into-the-top-10/">took aim</a> at rival OpenAI’s ChatGPT.In separate but crucial news for the AI sector, Axios&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.axios.com/2026/03/29/claude-mythos-anthropic-cyberattack-ai-agents">reported</a>, citing AI and government officials, that Anthropic, OpenAI and other tech giants will soon release new models that could hack sophisticated systems at scale.&nbsp;In fact, last week, Fortune&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://fortune.com/2026/03/26/anthropic-says-testing-mythos-powerful-new-ai-model-after-data-leak-reveals-its-existence-step-change-in-capabilities/?utm_source=newsletter&amp;utm_medium=email&amp;utm_campaign=sendto_newslettertest_csuite&amp;stream=top#_ga=2.267172493.2012405429.1774863814-1431982654.1771288787">reported</a> on an unpublished Anthropic blog post describing Mythos. The post said the model is "currently far ahead of any other AI model in cyber capabilities."As the potential IPO draws closer, investors are increasingly eyeing proxy funds that offer exposure to Anthropic. Stocktwits published an&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/anthropic-s-ipo-said-to-be-coming-as-early-as-october-here-s-how-to-pick-up-a-stake-before-it-goes-public/cZ3uU4aRIlA">explainer</a> on them last week.Only two ETFs –&nbsp;<a href="https://stocktwits.com/symbol/AGIX">KraneShares Artificial Intelligence &amp; Technology ETF (AGIX)</a> and&nbsp;<a href="https://stocktwits.com/symbol/DXYZ">Destiny Tech 100 (DXYZ)</a> – currently offer direct exposure to Anthropic, though allocations are relatively small and not fully disclosed.Retail-access private funds provide more meaningful exposure, with&nbsp;<a href="https://stocktwits.com/symbol/ARKVX">ARK Venture Fund (ARKVX)</a> (3.8%) and&nbsp;<a href="https://stocktwits.com/symbol/VCX">Fundrise Innovation Fund (VCX)</a> (20%) holding notable stakes in Anthropic.On Stocktwits, the retail sentiment was ‘bullish’ for AGIX and ‘extremely bullish’ for DXYZ, VCX and ARKVX. The sentiment for&nbsp;<a href="https://stocktwits.com/symbol/ANTHROPIC">Anthropic</a> was ‘neutral.’&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/rzlv-jumps-13-ahead-of-half-year-report-analysts-expect-huge-upside-potential-this-year/cZERl20RIZF">RZLV Jumps 13% Ahead Of Half Year Report – Analysts Expect Huge Upside Potential This Year</a>&nbsp;

The Claude by Anthropic app logo appears on the screen of a smartphone

Anthropic’s Paid Users Reportedly Doubled Ahead Of IPO – Retail Piles Into Proxy Funds

Retail investors are increasingly eyeing exchange-traded and private funds that offer exposure to Anthropic ahead of its potential IPO in the fourth quarter.

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Bill passes both chambers

Senate yes, House stalls

Banking advances, full Senate punts

Nothing meaningful

Senate Banking holds the CLARITY Act hearing May 14. What gets done in 2026?

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Traders are fiercely debating whether the stock's massive markup over its net asset value represents a bubble or the price of private unicorn access.

Bears are warning of potential volatility and massive sell-offs once insider share lockups expire in September.

Investors are split over reports concerning unauthorized special purpose vehicle structures used to hold key holdings like Anthropic.

Retail sentiment remains divided between aggressive bulls chasing parabolic price action and bears bracing for a retracement.

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