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UiPath, Inc. engages in the development and provision of a software platform to automate business processes. The firm serves the public, healthcare, telecommunication, finance, and banking industries. It also offers accounts payable automation, claims processing automation, contact center automation, and finance and accounting automation. The company was founded by Daniel Dines and Marius Tirca in 2005 and is headquartered in New York, NY.

UiPath Inc - Ordinary Shares - Class A

UiPath Inc

UiPath is trending as investors debate whether the current price represents a deep-value opportunity or a value trap, with the community closely tracking its pivot into agentic AI orchestration and enterprise integration partnerships. While many express frustration over persistent share price weakness and perceived manipulation, others are aggressively accumulating shares, pointing to the company's strong cash position, lack of debt, and potential for long-term growth as the market rotates toward quality AI software.

Ford Motor Co. engages in the manufacture, distribution, and sale of automobiles. It operates through the following segments: Ford Blue, Ford Model E, Ford Pro, Ford Credit, and Corporate Other. The Ford Blue, Ford Model E, and Ford Pro segment includes the sale of Ford and Lincoln vehicles, service parts, and accessories, together with the associated costs to develop, manufacture, distribute, and service the vehicles, parts, and accessories. The Ford Credit segment consists of the Ford Credit business on a consolidated basis, which is primarily vehicle-related financing and leasing activities. The Corporate Other segment refers to corporate governance expenses, past service pension and OPEB income and expense, interest income and gains and losses from cash, cash equivalents, and marketable securities, and foreign exchange derivatives gains, and losses associated with intercompany lending. The company was founded by Henry Ford on June 16, 1903 and is headquartered in Dearborn, MI.

Ford Motor Co.

Ford Motor Co

Ford is currently trending as investors weigh its potential for industrial and energy infrastructure expansion, specifically through the newly launched Ford Energy division focused on battery storage for data centers, against ongoing concerns about high interest rates and manufacturing costs. Community discussion remains polarized, with some bulls highlighting the company's long-term pivot toward energy and military-industrial contracts, while bears focus on recent production recalls and broader economic headwinds impacting the auto sector.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLAS Life Sciences is trending as investors react to the company's update that 78 out of 80 events have been recorded in its pivotal REGAL Phase 3 study, fueling speculation that the final catalyst is imminent. The community is sharply divided, with longs anticipating a massive breakthrough for the GPS immunotherapy program while bears remain skeptical about trial timing and the potential impact of warrant exercises on share price volatility.

Nokia Oyj engages in the provision of network infrastructure, technology, and software services. It operates through the following segments: Mobile Networks, Network Infrastructure, Cloud and Network Services, and Nokia Technologies. The Mobile Networks segment offers technologies for Radio Access Networks (RAN) as well as Microwave Radio Links (MWR) for transport networks. The Network Infrastructure serves communication service providers, enterprises, webscales and public sector customers. The Cloud and Network Services segment builds around software and the cloud and is focused on driving leadership in cloud-native software and as-a-service delivery models, as demand for critical networks accelerates; and with strong market positions in communications software, private wireless networks, and cognitive (or intelligent) services. The Nokia Technologies segment, building on decades of innovation and R&D leadership in technologies used in virtually all mobile devices used today, is expanding the Nokia patent licensing business, reintroducing the Nokia brand to smartphones through brand licensing, and establishing a technology licensing business. The company was founded by Fredrik Idestam in 1865 and is headquartered in Espoo, Finland.

Nokia Corp - ADR

Nokia Corp

Nokia is trending as investors pivot toward its expanding role in AI infrastructure, specifically through high-growth optical networking and strategic partnerships with major industry leaders. The community is actively discussing the stock's potential for a long-term rerating, with many traders closely tracking heavy call option activity and institutional accumulation as indicators of sustained upside momentum.

Robinhood Ventures Fund I invest in companies located in the United States. The fund focuses on a broad range of sectors and industries. It provides financing for early stage transactions.

Robinhood Ventures Fund I - Common shares of beneficial interest

Robinhood Ventures Fund I (RVI) is seeing intense trading activity as investors speculate on its potential to provide direct exposure to high-growth private AI and technology companies like OpenAI and DataBricks. The community is actively debating the fund's significant premium above its net asset value, with bulls highlighting the long-term potential of these early-stage holdings while skeptics warn about high volatility and the risks associated with rapid, momentum-driven price swings.

Eos Energy Enterprises, Inc. designs, manufactures, and deploys battery storage solutions for the electricity industry. It offers the Eos Znyth DC battery system product which designs to meet the requirements of the grid-scale energy storage market. The company was founded in 2008 and is headquartered in Edison, NJ.

Eos Energy Enterprises Inc - Ordinary Shares - Class A

Eos Energy is seeing significant market interest driven by a strong quarterly revenue beat and the formation of a joint venture with Cerberus to scale long-duration storage for the data center and AI sectors. The community is actively debating the stock's potential for a short squeeze due to high short interest, while weighing the impact of upcoming capacity expansion against concerns over historical dilution and legal overhangs.

Everspin Technologies, Inc. engages in the provision of magnetoresistive random access memory (MRAM) solutions. Its products include Toggle MRAM, Spin-transfer Torque MRAM, TMR Sensors, and Embedded MRAM. The company was founded by Saied Tehrani on May 16, 2008 and is headquartered in Chandler, AZ.

Everspin Technologies Inc

Everspin Technologies is experiencing high trading volume and volatility driven by its unique position as the only manufacturer of high-reliability MRAM, with recent catalysts including a significant defense contract and strategic industry partnerships for domestic production. The community is actively discussing the stock's potential as a major player in Edge AI infrastructure and orbital data center applications, while also debating the risks of a possible short squeeze against its low-float status versus concerns over potential future equity offerings.

Bitcoin is the world's first decentralized cryptocurrency, created in 2009 by the pseudonymous Satoshi Nakamoto. It enables peer-to-peer electronic cash transactions without intermediaries like banks or governments, operating on a blockchain secured by Proof of Work mining and the SHA-256 cryptographic algorithm.   With a fixed supply cap of 21 million coins and programmatic halvings every four years that reduce miner rewards, Bitcoin is designed as a deflationary digital asset often called "digital gold." Its value stems from solving the double-spending problem without trusted intermediaries, creating the first truly scarce digital asset with censorship resistance and permissionless access that no government, corporation, or individual can control.  Bitcoin operates as a decentralized peer-to-peer network where transactions are recorded on a public ledger called the blockchain, distributed across thousands of computers globally. Transactions are grouped into blocks added approximately every 10 minutes through mining, where specialized computers compete to solve complex mathematical puzzles.   Bitcoin has achieved mainstream adoption through multiple vectors. The January 2024 SEC approval of 11 spot Bitcoin ETFs opened Bitcoin investment to traditional finance participants, and corporations like Strategy (formerly MicroStrategy) are using Bitcoin as a treasury reserve asset to protect against currency debasement, offering MSTR holders amplified exposure to Bitcoin.   The Bitcoin ecosystem continues to evolve with innovations like Ordinals, which emerged in January 2023 to enable NFT-like functionality directly on Bitcoin, and BRC-20 tokens, an experimental standard for creating fungible tokens using Ordinal inscriptions. BTCFi (Bitcoin Finance) represents emerging financial applications extending beyond Bitcoin's traditional role, with protocols like Babylon allowing Bitcoin holders to stake BTC to secure Proof of Stake chains.

Bitcoin

Bitcoin is experiencing heightened volatility and mixed sentiment as traders weigh the impact of recent inflation data against potential legislative progress with the Clarity Act. The community remains deeply divided, with many actively debating whether to accumulate during the current price consolidation or brace for a deeper correction amid shifting macroeconomic signals.

Alibaba Group Holding Ltd. engages in providing technology infrastructure and marketing reach. It operates through the following business segments: China Commerce, International Commerce, Local Consumer Services, Cainiao, Cloud, Digital Media and Entertainment, and Innovation Initiatives and Others segments. The Core Commerce segment consists of platforms operating in retail and wholesale. The China Commerce segment includes China commerce retail and wholesale businesses. The International Commerce segment focuses on international commerce retail and wholesale businesses. The Local Consumer Services segment is involved in To-Home businesses, which include Ele.me, local services and delivery platform, and Taoxianda, and To-Destination segment businesses which include Amap, the provider of mobile digital map, navigation and real-time traffic information, and restaurant and local services guide platform. The Cainiao segment has Cainiao Network and offers domestic and international one-stop-shop logistics services and supply chain management solution. The Cloud segment includes Alibaba Cloud and DingTalk. The company was founded by Chung Tsai and Yun Ma on June 28, 1999 and is headquartered in Hangzhou, China.

Alibaba Group Holding Ltd - ADR

Alibaba Group Holding Ltd

Alibaba Group is trending as investors weigh significant AI infrastructure investments against a quarterly earnings miss, with community sentiment split between frustration over price stagnation and bullish excitement regarding upcoming trade talks and long-term cloud growth potential.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta Platforms is currently trending as investors debate the impact of heavy AI capital expenditure versus the stock's long-term valuation and revenue growth. While some community members worry about persistent overhead costs and technical resistance near the 600 level, others view the current consolidation as a prime accumulation opportunity for a company they see as significantly undervalued compared to its peers.

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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.

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Microsoft Corporation

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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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