Anthropic Targets $1.4 Trillion Valuation in Upcoming IPO

The news is not directly related to NVDA; Anthropic's IPO preparation may create general optimism toward the artificial intelligence sector, but it is not a concrete catalyst specific to NVDA. The technical picture is weak: the price is clearly below the SMA20 and SMA50, MACD is negative and below the signal line, and RSI at 27.9 is close to oversold territory. This combination suggests that the downtrend may continue in the short term, although oversold conditions could also set the stage for rebound buying. After the sharp 7.6% drop in 24 hours, the news impact may remain limited; given the direction uncertainty, a neutral assessment is appropriate. Although sector sentiment is positive, NVDA's own momentum appears likely to remain dominant.

Anthropic's preparation for an IPO with a $1.4 trillion valuation could strengthen appetite for the AI theme and indirectly reflect positively on AI chip suppliers such as AMD. However, the news directly concerns an AI software company, not AMD; therefore, the impact may remain limited and indirect. On the technical side, the price is above the SMA20 and SMA50, and MACD is positive above the signal line; however, after a sharp 24% rise in 24 hours, although RSI at 60 is not approaching overbought territory, there is a risk of short-term profit-taking. Therefore, I assess the direction as slightly positive and keep confidence at a moderate level.

Anthropic's preparation for an IPO at a $1.4 trillion valuation could strengthen investment appetite for AI infrastructure, indirectly benefiting semiconductor equipment suppliers such as ASML. However, the news does not directly concern ASML's order or earnings outlook; the impact is mainly through sector sentiment. The stock has risen 9.2% in 24 hours and, with an RSI of 54.8, is far from overbought territory; MACD is above its signal line and the price is above SMA20, indicating positive short-term momentum. Nevertheless, SMA50 (1496) forms immediate resistance just above, and there is a risk of profit-taking after the rapid rise. Therefore, I view the direction as moderately positive and keep confidence at medium.