Not a fan of Fred? Unsubscribe here.
 

AI Startup Anthropic Eyes IPO Amid Surging Valuations

Flooded Markets, Frothy Valuations, and Now an AI IPO December 03, 2025
MorningBullets is the fastest way to catch up on the market and political news that matter most to your money. Quick takes, sharp insight, and curated opportunities—served fresh every weekday morning.

Sponsored Content

This Report Covers 3 Stocks Most Investors Are Missing

Street Ideas is tracking 3 tickers tied to breakout tech, defense, and energy trends.

Early signals mirror past moves we saw before surges in $ACLS, $JOBY, and others.

Access the full report + get added to our institutional-style alert list — free for a limited time.

📥 Get the Report + Watchlist Now

By clicking this link you will automatically be subscribed to the Street Ideas Newsletter.


Changes in the Market are on display IPO Ambitions Rise as Markets Teeter. Anthropic’s Moment of Decision

Good Morning,

Markets are climbing even as warnings of a bubble grow louder. Now, Anthropic is reportedly weighing an IPO, betting big on investor appetite amid historic liquidity. We break down what this move signals for AI stocks, why central banks are sounding alarms, and what it could mean if the tide turns. If you're in growth names or riding the AI wave, don’t miss this one.

Chinese giant Mixue Ice Cream plans its U.S. debut in NYC following a $450M IPO, Angle Health secures $134M to expand AI-powered healthcare for small businesses, and OpenAI pauses monetization to urgently revamp ChatGPT amid intensifying competition from Google’s Gemini 3.

Don't forget to voice your opinion in my polls below.

Here are your Morning Bullets.

– Truly yours, Fred Frost


📈 Yesterday's Market Recap

Markets closed with a slight uptick yesterday, buoyed by tech sector resilience despite mixed signals from AI-driven volatility. Trane Technologies’ acquisition news and Oracle’s pre-market boost added some optimism to the tape.


  • Trane Tech Acquires Stellar Energy Digital: Trane’s deal to bolster data center cooling solutions lifted shares by 0.26% to $411.22. → Benzinga

  • Oracle Surges on AI Deal Optimism: Wells Fargo’s bullish $280 price target drove a 2% pre-market rise for ORCL stock. → Stocktwits

  • Thor Industries Beats Q1 Expectations: A double beat and strong FY forecast pushed shares up 2.5% in pre-market trading. → Seeking Alpha


📈 Daily Performance Snapshot

Index/Asset Closing Value Change
S&P 500 6,829.37 +0.25%
Nasdaq 23,413.67 +0.59%
Dow Jones 47,474.46 +0.39%
Gold $4242.20 +0.51%
Crude Oil $59.40 +1.3%
Bitcoin $93,063 +6.45%
10-yr Treasury Yield 4.086% -0.24%

🔭 What to Watch Today

Today’s calendar holds critical updates that could sway markets, from geopolitical tensions to sector-specific moves worth tracking.

  • Iran Currency Crisis Deepens: With the rial at a record low of 1.2M to the dollar, watch for ripple effects on oil markets and sanctions policy. → ABC News
  • Luxury Sector Outlook for 2026: Analysts at J.P. Morgan and UBS predict a rebound—keep an eye on consumer confidence data today. → CNBC
  • AI Infrastructure Growth Updates: CoreWeave and Nebius earnings chatter could signal broader tech spending trends for Q4. → Stocktwits

  • 💡 Opportunity Watch

    Amid today’s headlines, a few under-the-radar plays stand out for savvy investors looking to capitalize on current trends.

    • Larimar Therapeutics (LRMR): Oversold at $3.12 with an RSI of 29.9, recent data on Friedreich’s ataxia could spark a rebound. → Benzinga
    • Microchip Technology (MCHP): A 3.21% dividend yield and raised FY26 guidance make this tech stock a steady income play. → Stocktwits
    • DoorDash (DASH): Director’s $100M buy signals confidence in 2026 AI-driven platform upgrades for grocery dominance. → MarketBeat

    Sponsored Content

    The Next Crypto Cycle Is Already Starting

    ETFs, corporate treasuries, and regulation are aligning. Our concise guide, Top 5 Digital Assets Set to Surge Through 2025–2026, outlines where we think early opportunity sits—and how to act before the crowd.

    📥 Access Your Free Report

    By following the links above, you’re opting in to receive valuable updates from Wealthiest Investor News plus 2 bonus subscriptions. Your privacy is important to us. You can unsubscribe anytime. See our privacy policy for details. Privacy Policy


    🔥 The Big Bullet

    Anthropic Eyes IPO Amid Market Bubble Concerns

    What happened: AI company Anthropic is considering going public even though some central banks are warning that too much money is flooding the markets. Officials are seeing signs of bubbles forming in several types of assets, including stocks and real estate. Despite this, Anthropic appears to be moving forward with plans for a possible IPO in 2026. Another article suggests Anthropic’s IPO could be more appealing than OpenAI’s, raising investor interest even further.


    Why it matters: When companies like Anthropic go public during times of high market liquidity, it can draw in retail investors chasing big returns. But some experts worry that the flood of cash is making markets risky. If asset bubbles pop, it could hurt not just tech stocks but broader portfolios too. Anthropic’s IPO talk also comes as AI investment continues to boom, with firms racing to secure funding before interest rates rise again. A comparison to OpenAI’s potential offering shows how competitive the AI IPO space is becoming. The push to list now may be tied to the Federal Reserve’s uncertain leadership outlook, which could affect future monetary policy.

    What’s next: Investors should keep an eye on whether Anthropic formally files IPO paperwork, and how regulators view market valuations. Market conditions could shift quickly, especially if central banks act to cool things down. The success or struggle of similar AI IPOs will also give clues about sentiment. As we move into 2026, any surprise rate hikes or inflation concerns might hit growth-focused firms hardest. Watch for whether OpenAI confirms its own IPO plans, which could spark a showdown for investor dollars. Finally, if tech IPOs start underperforming, it may signal broader market stress.


    Reader Feedback

    Yesterday, I asked you: Who do you think should have the most say in picking the next Fed Chair? The majority of you at 50% said "Independent economists”

    Jamie from Missouri replied: "I think independent economists should pick the next Fed Chair because they know the most about money and aren’t tied to politics."

    Here's what I'm asking you today:

    What do you think about big AI companies like Anthropic going public right now?

    Login or Subscribe to participate

    As always if your opinion is not here, or you want to throw your two cents at me, reply to the E-mail, and let me know your exact thoughts.


    🧭 Policy & Market Ripples

    • Mixue Ice Cream Eyes U.S. Expansion: With 53,000 global locations, the Chinese chain plans a NYC debut after a $450M IPO. → Fortune
    • Angle Health Raises $134M: Series B funding targets AI-driven healthcare benefits for small businesses amid rising costs. → Fortune
    • OpenAI’s Code Red Pivot: Sam Altman halts monetization plans to counter Google’s Gemini 3 surge, refocusing on ChatGPT upgrades. → Benzinga

    Sponsored Content

    This Chart Pattern Looks Just Like TIO in Early 2023

    Traders who got in early on $TIO saw outsized gains once the volume picked up. We’re seeing something similar again — and it's not on the radar yet.

    Get the name and price setup — 100% free.

    👉 Reveal the Ticker + Setup Now

    By clicking the link above you agree to receive periodic updates from our sponsor.


    📜 This Day in History – December 3

    December 3 has a knack for upgrading the operating system of civilization: brighter cities, broader classrooms, bigger science, better stories. It’s the kind of date where the quiet “how” matters more than the loud “wow.”

    Early neon tubes glowing at the 1910 Paris Motor Show

    1910 – Georges Claude unveiled modern neon lighting at the Paris Motor Show, giving cities a new commercial skin and advertising a literal glow-up for the 20th-century street economy.

    1833 – Oberlin College opened in Ohio as one of America’s first coeducational institutions, a small campus decision that helped normalize the idea that human capital isn’t gender-segmented.

    1973 – NASA’s Pioneer 10 made humanity’s first flyby of Jupiter, expanding planetary science into a data-rich enterprise and proving that exploration scales when engineering does.

    1947 – Tennessee Williams’s A Streetcar Named Desire premiered on Broadway, reinforcing theater as a high-leverage cultural export — a small stage with outsized economic and artistic influence.

    Yesterday, 87% of you chose the right answer to the trivia question: Resources are limited, so choices must be made about how to use them


    All you need is the plan, the road map, and the courage to press on to your destination.
    – Earl Nightingale
    Thanks for Reading.

    Stay Sharp. Stay Focused.
    Fredrick Frost
    Editor, MorningBullets

    Reply

    or to participate

    More From Capital

    No posts found