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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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Trims Expedia PT, Cites Concerns over Meta's Muse AI Agent","url":"https://stock-news.laohu8.com/highlight/detail?id=2671207115","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671207115?lang=en_us&edition=fundamental","pubTime":"2026-09-30 21:29","pubTimestamp":1790774971,"startTime":"0","endTime":"0","summary":"BUZZ-Truist trims Expedia PT, cites concerns over Meta's Muse AI agent** Truist cuts online travel co Expedia'sEXPE.OPT to $288 from $309; new PT still represents an ~8% upside to the stock's last close** Brokerage says EXPE's heavier exposure to North American consumers leaves it more vulnerable to investor concerns about potential disruption from Meta Platform'sMETA.OMuseagent** Downside risks remain \"sentiment-driven\" at this stage, with the effect of AI agents on travel co earnings still uncertain and largely speculative - brokerage** 16 of 39 brokerages rate the stock \"buy\" or higher, 22 \"hold\" and two \"sell\"; their median PT is $335 - data compiled by LSEG** Up to last close, stock has fallen ~6% this 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