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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 year","market":"fut","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://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260930:nL4N45M0ZH:1","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":["LU0225283273.USD","IE00BFSS8Q28.SGD","LU2065169927.USD","LU0109391861.USD","SG9999014898.SGD","SG9999004303.SGD","LU1914381329.SGD","LU2168564495.EUR","IE00BFMHRM44.USD","IE00B775H168.HKD","LU1496350502.SGD","LU2360032135.SGD","LU0006306889.USD","LU0353189763.USD","LU0354030511.USD","LU1035775433.USD","LU0053666078.USD","LU0552385451.USD","LU2552382132.HKD","LU1116320737.USD","LU1046421795.USD","LU0203202063.USD","LU1720051017.SGD","LU2125154935.USD","IE00BKDWB100.SGD","LU1974910355.USD","GB00B4LPDJ14.GBP","LU0795875086.SGD","VOX","IE00B4JS1V06.HKD","LU1935042488.USD","IE00B19Z3B42.SGD","LTL","LU2505996681.GBP","LU1564329032.USD","LU0719512351.SGD","FCOM","LU0323591593.USD","LU1778281490.HKD","LU0154236417.USD","IE00BK4W5L77.USD","LU1551013425.SGD","IE00BQXX3F31.USD","IE00BK4W5M84.HKD","LU2264538146.SGD","LU2361044865.SGD","LU2430703178.SGD","LU0096364046.USD","GB00B4QBRK32.GBP","LU1642822529.SGD","SG9999014906.USD","LU0308772762.SGD","IE000F7OJYX1.SGD","METV","LU1242518931.SGD","METW","IE0034235303.USD","BK4077","LU1935043023.USD","LU2236285917.USD","LU0072462426.USD","LU0210528500.USD","LU0096362180.USD","LU2505996509.AUD","LU1823568750.SGD","SG9999015986.USD","LU0784385840.USD","LU0784385170.HKD","LU0553294199.USD","LU2125154778.USD","LU2462591350.SGD","LU0784383803.USD","LU0985320562.USD","SG9999017495.SGD","LU1935043452.HKD","LU0070302665.USD","EXPE","LU0823434583.USD","LU0823421416.USD","LU2347655073.USD","LU0211327993.USD","LU0203345920.USD","LU2065171311.SGD","LU1791710582.SGD","LU0820561818.USD","SG9999018865.SGD","LU0267386448.USD","LU1066053197.SGD","LU0079474960.USD","LU2746668461.USD","LU2756315318.SGD","LU2087625088.SGD","LU2087621335.USD","LU2462157665.USD","LU2063271972.USD","LU1489326972.SGD","LU1791710400.SGD","IE00B19Z9505.USD","LU1992135399.USD","LU0011850046.USD","LU1145028129.USD","IE0009G5SDU7.USD","LU0097036916.USD","LU2552382058.USD","LU2023250504.SGD","LU0788109477.HKD","LU1852331112.SGD","SGXZ80539844.SGD","FBYY","LU1153585028.USD","GAMR","LU0689472784.USD","LU2054465674.USD","LU0949170772.SGD","XLC","LU2322448957.HKD","LU0162691827.USD","LU0444973449.USD","LU1059921491.USD","LU1064131342.USD","LU2430703251.USD","IE00BJJMRY28.SGD","LU2543165471.USD","LU1232071149.USD","LU1571399168.USD","IE000ITXATA3.USD","IE00BJTD4V19.USD","LU1670711040.USD","LU0690374615.EUR","LU0889565833.HKD","LU2756315664.SGD","LU1868836914.USD","IE000W1ABFV2.USD","LU1804176565.USD","LU2360106780.USD","IE0009356076.USD","LU2458330169.SGD","LU2381873111.SGD","LU1720051108.HKD","IE00BQXX3D17.EUR","LU0882574139.USD","LU2361044949.HKD","LU2458330243.SGD","XDAT","SGXZ99366536.SGD","LU2326559502.SGD","SMETAmain","LU0980610538.SGD","LU2106854487.HKD","LU2860962120.EUR","BK4142","IE00BJJMRX11.SGD","META","LU2065170008.USD","LU0320765059.SGD","IE0004445015.USD","LU0444971666.USD","BK4543","LU2764262908.HKD","LU1868836757.USD","SGXZ81514606.USD","RSPC","IE0000B7K699.USD","LU0157215616.USD","LU0466842654.USD","LU0068578508.USD","HK0000914686.HKD","LU2133065610.SGD","LU2213496289.HKD","SG9999002232.USD","LU1935042215.USD","SGXZ51526630.SGD","SG9999002224.SGD","LU0061475181.USD","LU1366333091.USD","LU0215105999.USD","NULC","LU0133085943.USD","LU1670627923.USD","LU0878866978.SGD","SG9999015945.SGD","SG9999014914.USD","LU2237957902.USD","LU1564329628.SGD","TRUC","LU0690374961.EUR","LU0127658192.USD","LU0683600562.USD","METD","SG9999015952.SGD","LU2552382215.SGD","IE00BJTD4N35.SGD","BK4587","IE0001KFT4U8.USD","LU1066051498.USD","LU0545039389.USD","LU0316494557.USD","IE00BN29S564.USD","LU1935043536.SGD","LU0061474705.USD","LU0726765562.USD","IE000YTNTUN2.SGD","LU0528227936.USD","LU1935042991.SGD","LU1670628061.USD","LU1861559042.SGD","BK4507","BK4585","LU0738911758.USD","LU1366192091.USD","LU1235294995.USD","SGXZ31699556.SGD","SOCL","OGIG","LU1119994496.HKD","IE00BJLML261.HKD","LU2602419157.SGD","LU0912757837.SGD","LU0985489474.SGD","LU2404859741.USD","LU0964807845.USD","LU0417517546.SGD","LU0648001328.SGD","GXPC","IE00BQXX3C00.GBP","LU0056508442.USD","SG9999001077.SGD","LU0823421333.USD","LU2403377893.USD","IE000BZT7R73.USD","LU1803068979.SGD","LU0072461881.USD","LU0211331839.USD","IE00B4YYXB79.USD","LU2237957811.SGD","LU0106261372.USD","LU0210533765.USD","LU0130102774.USD","IE00B5949003.HKD","LU0949170426.SGD","LU2404859667.USD","LU1992135472.HKD","IE000MB6IJN5.SGD","LU0234570918.USD","LU2361045086.USD","IE0005OL40V9.USD","LU1839511570.USD","IE00BMPRXQ63.HKD","IE00B19Z8X17.USD","LU0265550359.USD","LU2461242641.AUD","LU2463028550.USD","IE000S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