AnalysisBusinessOctober 7, 2026

BofA, VistaShares weigh OpenAI and Anthropic IPO demand

Read original source →bloomberg.com

Bank of America's JD Moriarty says public markets can absorb massive OpenAI and Anthropic IPOs, citing SpaceX's listing as evidence of institutional and retail demand. VistaShares' David Fetherstonhaugh says investors want proof AI spending generates returns, and that private OpenAI and Anthropic leave a key part of the AI economy opaque.

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