Anthropic IPO: What Investors Need to Know About the Claude AI Public Offering

Rumors and details around Anthropic's highly anticipated IPO are starting to come out. I've got some of that information for you in today's video. I'm also going to look at the best performing sector in the S&P 500 year-to-date. Might surprise you, might not. Uh and then we'll kind of quickly do a market update as well. Before I begin, I must remind you this is financial education presentation. You must do your own due diligence before acting on anything you hear in this presentation. Full disclaimer information can be found at ankerstarwealth.com. Any opinions expressed are mine alone. We've got those S&P 500 futures just completely flat on the day. Uh you know, there was a jobs number that came out a little soft. There's quite a bit of uncertainty going in the Middle East. Um you know, you have Jensen and Nvidia doing some, you know, continuing to participate in like circular financing related to boosting their revenue almost by the day. And we actually, believe it or not, have some news around that also today. So, there's just a lot of uncertainty. It's September. Election time is coming up in November. Um interest rates are not helping. Oil prices are not helping. So, I think you kind of bundle all that together and uh you get you get a a little bit of chop here in September. It's not clear which way we're going to resolve. So, there's, you know, there's risks to both sides, right? There's risks of upside resolution. If Nvidia had great earnings, if that stock makes a push up toward 280, kind of pushing toward 300, the market's going quite a bit higher. You know, and and similarly, um there are some things that aren't looking so good on the semiconductor side. Uh if you kind of go down the list uh name by name, and you look at the group as a whole in SMH, things are looking a little shaky there. So, it's not clear which way the market's going to want to go. It's fine either way, uh but we'll see how things play out over time. Jumping and and again flat markets today. Jumping over to the best performing sector year-to-date, it's going to be that energy sector up 43 and 1/2% year-to-date. Also hit an all The reason I mention this, the energy sector hit an all-time high yesterday. So, it's been it's been just an a complete beast of a an asset. If we go to like 1 year, you could see that all-time high was achieved yesterday. Could could potentially make another push today. There are structural tailwinds for energy stocks to continue performing over the you know, foreseeable future. You could say, "Oh, you get a resolution in the Middle East. It could resolve kind of quickly here." They're just a little bit more The energy demand story remains intact. The reserve story remains intact. I think the tailwinds remain intact for this sector for some time. Obviously, if you you know, is now the time to go and make it a big chunk of your portfolio? No, but for folks who were already positioned that way before the year, of course, that's kind of their shining star of the year. Do remember this, if you look at the S&P 500, nobody owns the stuff. Even after a 44% rally this year, energy is only three not even 3 and 1/2% of the S&P 500. So, nobody owns the stuff. Like if if you didn't own it coming into the year, you don't have to worry about like, "Oh, everybody got rich off energy." No, people don't own it. People own tech, which is also been a good performer year-to-date. And particularly the semiconductors, the MAX 7 not quite as much. Hey, look at this. I think this is interesting. Had you dipped your toes and bought some energy stocks during COVID when things were crashing. Actually, the price of oil went negative. You could have gotten yourself some old Exxon Mobil, 30 bucks a share and earning about $3 a share a year in dividends. So, a dividend yield of above 9% and then the stock price, of course, went from 30 to 160. Uh and now you're earning dividends of $4 and call it 10 cents or whatever a share each year. But, you would have only paid basically, you'd have you'd be earning like 14% on your original investment had you dipped your toes in there. So, sometimes people don't like ugly stock charts. People don't like to buy a stock that doesn't have momentum and strength right then. But, there are times where, you know, come kind of being a little bit greedy when others are fearful, not all the time, but being a little greedy when others are fearful can really pay off. And for anybody who was stacking energy stocks during 2020, uh I bet I bet they have zero regrets. Actually, looking on 5 years, look at a 5-year basis, energy's even your best performer. But, 10 years not so much. So, again, if you buy it at the right price, the right time, you can you can really be rewarded for that. Uh you know, buying at any price at any time, uh maybe not so much. All right. Jumping over Anthropic, got some rumored details coming out around their IPO. So, a couple things here. We're expecting the prospectus after Labor Day. Here, I got this website IPO Buzz. Anthropic is likely to unveil its first public SEC filing for Claude. That's why Anthropic produces Claude as its LLM. Um and we're expecting that those details to be released on Tuesday, September 8th, 2026. That's a rumored date here, okay? Uh when Wall Street gets back to work after Labor Day. Anthropic's IPO could raise as much as 100 billion, according to these rumors. So, remember SpaceX ended up collecting about 86 billion. Uh now and on Anthropic's going to one-up that. Anthropic would then be the largest IPO in history. Uh again, for Claude. Another interesting IPO here. Oh, and what do I think about Anthropic and Claude? You know, it seems consensus at this point that Claude is uh is and has been the best-performing model over the past few months. I struggle a little bit with this idea that like every couple of months there's a new leader. So, people uh integrate these things um you know, in their businesses to whatever extent that they do with with respect to data security and all that. But then every you know, there's like a risk that now I got to switch to this model, switch to this model. So, uh does one model seem to have like the staying power of uh the iPhone, you know, or something like that? I don't know. I'm not convinced. But, and I would think that the data probably shows that that you shouldn't be convinced that that would be the case. But, the technology is legit. Anthropic is a leader in the space, and people are going to be excited about this IPO. 100 billion is a massive IPO. I did also see here that Anthropic has floated the idea, if I go back to this other website here, Anthropic has floated the idea of having a longer lockup period. Lockup periods longer than 180 days, so they might let insiders sell at IPO, but then have a longer lockup. Kind of interesting. And then they've already raised 130 billion, but they might want 100 more in the IPO. Um and then Anthropic again, tight-lipped here. This is coming soon. Oh, and the actual IPO date, that's what you care about. This could happen in either September, late September, or October. This IPO could be out before Halloween. So that's uh the really exciting in the sense of These things are fun to watch. Uh especially for someone like me, I love this stuff. Also saw this when I was looking at it, SB Energy. This is going to be a data center power infrastructure company backed by SoftBank, famous company in Japan, has uh filed to go public in what could be a multi-billion dollar deal. That was filed August 31st, so a couple days ago. SB Energy, remember, this is not if we're looking at energy stocks, this is not an energy stock. SB Energy is a data center company. Uh it would be listed on the Nasdaq and the Nasdaq Texas exchange. This is a joint led um listing. Nvidia and OpenAI are in on the deal. Nvidia, okay, here's your circular uh financing from Nvidia. Nvidia has committed to buying 1.5 billion of a new class of SB Energy's non-voting equity securities at the IPO price in a current uh concurrent private placement. So this would raise more money above and beyond the IPO. Uh SB Energy, but it also it it kind of um fortifies the the deal for IPO investors. SB Energy based in Redwood, California is developing gigawatt scale data center facilities to serve their customers rapidly growing demand for AI compute. Great. Um they must be doing well. Look at this. SB Energy has no data center capacity in operation. Uh and they have no revenue really. So, they say here, you know, net loss of 7 billion um on revenue of 270 million for the last 12 months. But again, they're raising money, continue building out the data centers, and then they'll start leasing it, of course. Uh and they have a big backlog connected to OpenAI. So, they will be pretty dependent to some extent at least uh probably in a a big extent on OpenAI's success. Who competes with Anthropic? We don't have OpenAI's IPO details yet. All right. That's actually a pretty good news day for a flat market out there. So, what do you think about Anthropic's IPO? Are you excited to get in on that? I know lots of investors are. Hey, thank you so much for joining us. Of course, look forward to talking to you soon.