|
| What are this week’s market risks or opportunities? |
|
|
| Anthropic is about to put a price on the AI boom. |
|
| The Claude developer has begun its IPO roadshow seeking a valuation of up to $1.4 trillion, despite heavy losses and enormous future computing commitments. Its listing is expected next week and could become the clearest test yet of how much investors are willing to pay for rapid AI growth. |
|
| Demand is not the issue. Anthropic’s revenue has surged as businesses adopt Claude, while retail interest in the IPO is expected to be unusually strong. But the company also lost more than $80 billion in the first half of 2026, highlighting the extraordinary cost of competing at the frontier of AI. |
|
| A strong debut would reinforce confidence that investors will continue funding AI growth despite those costs. A weak reception could force the market to reassess valuations across the sector. |
|
|
|
|
|
|
| Which trades should I consider? |
|
|
| Investors do not need to wait for Anthropic’s IPO to find companies already making money from enterprise technology demand. |
|
| ProPicks AI refreshes its selections each month using earnings momentum, valuation, financial strength, and price signals to identify companies where improving fundamentals may not yet be fully priced in. |
|
Several current ProPicks selections are already turning enterprise AI spending into revenue growth:
- Consensus Cloud Solutions (NASDAQGS:CCSI) [Held]: +109.22% since picked — cloud-based communications and digital services give businesses another route into increasingly automated workflows.
- Everforth (NYSE:EFOR) [Held]: +104.95% since picked — the IT services group helps corporate and government customers deploy cloud, data and AI technology, including through partnerships with Microsoft and WisdomAI.
- Kyndryl (NYSE:KD) [Held]: +38.93% since picked — enterprise infrastructure modernization and cloud services are benefiting as companies upgrade systems to support AI workloads.
|
| Rather than betting on what a newly listed AI company might eventually earn, these names are already generating revenue from businesses modernizing around the technology. |
|
|
|
|
|
|
| Should I consider this trade? |
|
|
| CoreWeave (NASDAQGS:CRWV) offers a preview of the trade-off Anthropic investors will soon face: exceptional AI demand paired with enormous capital requirements. |
|
| Q3 revenue surged nearly 170% to $3.66 billion, while its backlog climbed to $132.5 billion as customers continued scrambling for AI computing capacity. Management also raised its full-year revenue outlook to $13.0–$13.3 billion, sending shares nearly 25% higher after the results. |
|
| But growth comes at a price. CoreWeave ended September with $46.9 billion in debt, while quarterly capex reached $14.5 billion as it raced to add data-center capacity. That leaves investors sensitive to financing costs, execution and how quickly those investments can produce sustainable profits. |
|
| CoreWeave provides a useful public-market benchmark ahead of Anthropic’s debut. Investors have shown they will reward extraordinary AI growth, but that support still depends on confidence that today’s spending can produce sustainable returns. |
|
|
|
|
|
|
| Data correct to 12.11.2026 |
