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Potential $2 Trillion-Plus IPO Supports Robust AI Infrastructure Spending, Wedbush Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2671788739","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671788739?lang=en_us&edition=fundamental","pubTime":"2026-09-30 22:34","pubTimestamp":1790778850,"startTime":"0","endTime":"0","summary":"Anthropic's planned initial public offering, which could potentially value the company at more than $2 trillion, supports the view that artificial intelligence infrastructure spending will remain robust for the foreseeable future, Wedbush said in a Tuesday note.The Amazon-backed  AI company plans to spend $518 billion on computing and infrastructure in the coming years, according to the note.Under long-term infrastructure service obligations, Anthropic projects to spend $111.1 billion with Alphabet's , $110 billion with Amazon, and $31.4 billion with Microsoft , under long-term infrastructure service obligations over the next seven to 10 years, the note said.Further, Anthropic has commitments of about $161.2 billion to Broadcom  for equipment leases and agreements with xAI potentially resulting in up to $84.5 billion of spending for Nvidia-based  computing capacity through 2029, Wedbush said, citing Reuters.Anthropic's initial public offering is likely to be pushed back until after 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Can those gains support CRWD stock near its recent high?","market":"us","thumbnail":"https://resource.tradingkey.com/cms_uploads/img/20240319/b2ce61b9d41cce19b9a2a27adadc0003.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/cms_uploads/img/20240319/b2ce61b9d41cce19b9a2a27adadc0003.jpg"],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/analysis/stocks/us-stocks/262191573-crowdstrike-stock-forecast-crwd-ai-security-growth-2026-tradingkey","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["ARR.AU","ARR","BETZ","MORT","IE00BZ9MQY76.HKD","QTOC","CRWL","CRWD","BUG","SPAM","LU1064131342.USD","CIBR","CHAT","LU1988902786.USD","CLOD","BK4150","RSI","LU0719512351.SGD","LU2125909247.SGD","ODDZ","REM","LU2106854487.HKD","IE00B19Z9P08.USD","LU1548497426.USD","BK7095","PSWD","BK4585","IE00B19Z9Z06.USD","SPHQ","CRWC","AGIX","AIPO","ARTY","IGV","BK4588","VTHR","LU0081259029.USD","LU1923623000.USD","FCF","LU2211815571.USD","LU1951200564.SGD","WCBR","HAKY","LU2125909916.SGD","AIPI","LU2357305700.SGD","BK4528","IE00B894F039.SGD","ODDS","LU1720051017.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2671423220","title":"Palo Alto Networks Stock Forecast: AI Security Growth Faces a Valuation Test","url":"https://stock-news.laohu8.com/highlight/detail?id=2671423220","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671423220?lang=en_us&edition=fundamental","pubTime":"2026-09-30 13:20","pubTimestamp":1790745628,"startTime":"0","endTime":"0","summary":"TradingKey - Palo Alto Networks has launched a new AI security service after reporting strong FY2026 growth. Examine PANW’s acquisitions, cash flow, guidance and valuation as of September 29.","market":"other","thumbnail":"https://resource.tradingkey.com/uploads/20250213/747febffe6444d079fe4643ff6547762shutterstock_2361241253.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/uploads/20250213/747febffe6444d079fe4643ff6547762shutterstock_2361241253.jpg"],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/analysis/stocks/us-stocks/262191532-palo-alto-networks-stock-forecast-ai-security-cyberark-2026-tradingkey","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2357305700.SGD","LU1548497426.USD","ARTY","SG9999001424.SGD","BK4097","BK4560","LU2023250504.SGD","PALU","LU2023250843.SGD","LU2286300806.USD","PSWD","LU2125909759.SGD","IE00BKVL7J92.USD","LU0823434740.USD","VTHR","PALD","WCBR","LU1720051108.HKD","AGIX","LU1169590202.USD","LU1861220033.SGD","LU1720051017.SGD","WCLD","LU1974910355.USD","SPAM","IGV","AIFD","LU2265009873.SGD","IE00BZ1G4Q59.USD","LU0234570918.USD","BUG","CLOD","BK4550","PANG","BK4598","AIPO","CIBR","CHAT","LU1804176565.USD","QTOC","LU2125909916.SGD","LU2095319765.USD","LU1917777945.USD","BK4532","HAKY","LU0719512351.SGD","LU1169589451.USD","LU2210149790.SGD","IHAK","PANW"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1111112607","title":"Top 20 US Stock Trades by Volume on September 30: Micron Gains Over 1%, Q4 Earnings Due After Wednesday's Close","url":"https://stock-news.laohu8.com/highlight/detail?id=1111112607","media":"Deep News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1111112607?lang=en_us&edition=fundamental","pubTime":"2026-09-30 06:02","pubTimestamp":1790719336,"startTime":"0","endTime":"0","summary":"On Monday, NVIDIA (NVDA) was the second most actively traded US stock, closing down 0.72% with $22.818 billion in turnover. In its latest global memory industry report, Bernstein said the 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