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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":"sg","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":["AIPI","IE00B19Z9P08.USD","BK4528","ARR.AU","IE00B894F039.SGD","CLOD","LU2125909916.SGD","CRWD","BK4150","IGV","LU1720051017.SGD","LU1988902786.USD","LU2211815571.USD","LU1923623000.USD","LU2106854487.HKD","LU0081259029.USD","LU2357305700.SGD","CHAT","AGIX","REM","CRWC","HAKY","LU1548497426.USD","CRWL","BK7095","IE00BZ9MQY76.HKD","ARTY","IE00B19Z9Z06.USD","RSI","SPAM","BK4585","BK4588","LU1951200564.SGD","PSWD","ODDS","ARR","WCBR","BETZ","LU1064131342.USD","CIBR","VTHR","BUG","MORT","SPHQ","LU0719512351.SGD","FCF","LU2125909247.SGD","ODDZ","QTOC","AIPO"],"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":"nz","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":["LU2125909759.SGD","PSWD","LU2357305700.SGD","LU2265009873.SGD","PANG","AGIX","IGV","LU1169590202.USD","VTHR","HAKY","CLOD","LU2095319765.USD","WCLD","LU1548497426.USD","LU2286300806.USD","BK4598","CIBR","LU1804176565.USD","ARTY","LU1974910355.USD","WCBR","LU0719512351.SGD","CHAT","IHAK","LU2210149790.SGD","LU1720051108.HKD","SG9999001424.SGD","PALU","LU0234570918.USD","PANW","BK4550","LU2023250504.SGD","AIPO","BK4097","BUG","PALD","BK4560","IE00BKVL7J92.USD","LU2125909916.SGD","IE00BZ1G4Q59.USD","LU1720051017.SGD","LU1861220033.SGD","LU2023250843.SGD","SPAM","BK4532","AIFD","LU1169589451.USD","LU0823434740.USD","LU1917777945.USD","QTOC"],"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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Select List - Composite Trades","url":"https://stock-news.laohu8.com/highlight/detail?id=2671471522","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671471522?lang=en_us&edition=fundamental","pubTime":"2026-09-30 04:44","pubTimestamp":1790714640,"startTime":"0","endTime":"0","summary":"Glbl X EM Great Cnsmr             EMC    37.62     -0.01           2,528. Global X Defense Tech ETF        SHLD    60.45     -0.37       1,259,054. Goodyear Tire & Rubber             GT     5.00     -0.02       6,740,335. Health In Tech Cl A               HIT   0.8525     -0.03          74,947. Invesco QQQ Trust I               QQQ   737.93      1.40      25,094,218. ProSh S&P 500 Dynamic Bf           FB    45.53     -0.01             988","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","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":["SUPL","SQQQ","IE00B775SV38.USD","SHPP","MNQmain","HWAY","CSX","QQQJ","TECS","GPIQ","FTEC","IE00BZ1G4Q59.USD","LU1196500208.SGD","QLD","NQmain","LU0314106906.USD","QQQY","TQQQ","NDX","LU1267930813.SGD","QQQE","QDTE","NVIW.SI","03086","IYT","BK4588","QQQM","JEPQ","DOCK","CIBR","TQQY","IYW","LU2237443549.SGD","AIQ","CSCL","SG9999001424.SGD","LU1430594728.SGD","IYZ",".IXIC","CSCS","CSCO","SG9999015945.SGD","PSQ","QID","LU0203347892.USD","ONEQ","QYLG","LU1894683264.USD","QQQA","LU1066051811.HKD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2671247397","title":"Top News Today/Canada: GDP Data Suggests Rebound","url":"https://stock-news.laohu8.com/highlight/detail?id=2671247397","media":"Dow Jones","labels":["economic"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671247397?lang=en_us&edition=fundamental","pubTime":"2026-09-30 04:30","pubTimestamp":1790713800,"startTime":"0","endTime":"0","summary":"HEADLINESGDP Data Indicates Recovery After Stalling in JulyCanada's economy looks to have perked up again after stalling at the start of the summer, setting it up for cooler growth this quarter before","market":"other","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"economic","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1046421795.USD","BK4534","SG9999001424.SGD","LU2237443622.USD","LU1221951046.USD","LU1883839398.USD","LU0868494708.USD","BK4020","IE00B1BXHZ80.USD","LU1116320901.HKD","LU2286300806.USD","LU0823417737.USD","LU1244550577.SGD","LU0265550359.USD","BK4588","LU0265550946.USD","SG9999015986.USD","LU1894683264.USD","AIQ","BK4585","LU2506951875.HKD","IE00BVYPNW00.USD","IE00BSNM7G36.USD","LU2102340556.USD","CSCS","HK0000819398.USD","LU1571399168.USD","LU2506952097.USD","IE00BZ1G4Q59.USD","LU1674673428.USD","LU0098860793.USD","LU0234572021.USD","BK4550","BK4515","LU2506951958.HKD","LU0889566641.SGD","IE00BFMHRM44.USD","CIBR","SG9999002232.USD","LU0792757196.USD","IE00B42XCP33.USD","LU0208291251.USD","IYZ","LU0348723411.USD","LU0320765646.SGD","LU1244550221.USD","LU2456880835.USD","CSCO","CSCL","LU0731783394.SGD"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":11,"pageCount":2,"totalSize":213,"code":"91000000","status":"200"}]}}