[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"app-context":3,"blog-anthropics-ipo-will-suck-a-massive-amount-of-money-from-ai-stocks-cramer-warns-EN":222},{"languages":4,"categories":41,"products":125,"competitors":149},[5,9,13,17,21,25,29,33,37],{"name":6,"code":7,"id":8},"English","EN","TGFuZ3VhZ2U6ZW4=",{"name":10,"code":11,"id":12},"Español","ES","TGFuZ3VhZ2U6ZXM=",{"name":14,"code":15,"id":16},"Português","PT","TGFuZ3VhZ2U6cHQ=",{"name":18,"code":19,"id":20},"日本語","JA","TGFuZ3VhZ2U6amE=",{"name":22,"code":23,"id":24},"한국어","KO","TGFuZ3VhZ2U6a28=",{"name":26,"code":27,"id":28},"Deutsch","DE","TGFuZ3VhZ2U6ZGU=",{"name":30,"code":31,"id":32},"Italiano","IT","TGFuZ3VhZ2U6aXQ=",{"name":34,"code":35,"id":36},"Français","FR","TGFuZ3VhZ2U6ZnI=",{"name":38,"code":39,"id":40},"中文 (中国)","ZH","TGFuZ3VhZ2U6emg=",[42,73,104],{"icon":43,"slug":44,"title":45,"description":46,"featuredLinks":47},"mingcute:stock-line","stock-market-basics","Stock Market Basics","\u003Cp>Beginners' guides and practical tips for understanding stock market investing.\u003C\u002Fp>\n",[48,53,58,63,68],{"url":49,"title":50,"description":51,"ogImage":52},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-makes-stocks-go-up-and-down","What Makes Stocks Go Up and Down | TIKR.com","Understanding what makes stock prices go up and down can help investors better navigate investing. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-makes-stocks-go-up-and-down-banner\u002FWhat-makes-stocks-go-up-and-down-banner.jpg?_i=AA",{"url":54,"title":55,"description":56,"ogImage":57},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fdividend-yield-meaning-formula-example","Dividend Yield: Meaning, Formula, Example | Tikr.com Blog | TIKR.com","The dividend yield is a key metric for investors looking to gauge the income potential of their investments. It measures how much a company pays out in","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FDividend-yield\u002FDividend-yield.png?_i=AA",{"url":59,"title":60,"description":61,"ogImage":62},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fmarket-capitalization-definition-formula-and-why-it-matters","Market Capitalization: Definition, Formula, and Why It Matters | TIKR.com","Long-term investors often look at various valuation metrics when deciding whether to invest in a particular company. One helpful metric to evaluate is","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters.png?_i=AA",{"url":64,"title":65,"description":66,"ogImage":67},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fearnings-per-share-definition-formula-and-why-eps-matters","Earnings Per Share: Definition, Formula, and Why EPS Matters | TIKR.com","Earnings Per Share (EPS) represents the portion of a company's net earnings allocated to each share. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEPS-Defiinition-formula-and-why-EPS-matters-1\u002FEPS-Defiinition-formula-and-why-EPS-matters-1.png?_i=AA",{"url":69,"title":70,"description":71,"ogImage":72},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-stock-price-target","What Is a Stock Price Target? | TIKR.com","A price target is a stock's estimated future price. It can help investors quickly find undervalued stocks. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-Stock-Price-Target-2\u002FWhat-is-a-Stock-Price-Target-2.png?_i=AA",{"icon":74,"slug":75,"title":76,"description":77,"featuredLinks":78},"material-symbols:analytics-outline","fundamental-analysis","Fundamental Analysis","\u003Cp>In-depth resources and financial metrics to help you evaluate companies like a pro.\u003C\u002Fp>\n",[79,84,89,94,99],{"url":80,"title":81,"description":82,"ogImage":83},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fshare-repurchase-why-do-companies-buy-back-their-stock","Share Repurchase: Why Do Companies Buy Back Their Stock? | TIKR.com","Share repurchases, or share buybacks, have gained popularity in the last two decades. According to a report from Goldman Sachs, stock buybacks initiated","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e.png?_i=AA",{"url":85,"title":86,"description":87,"ogImage":88},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-invested-capital","What Is a Good Return on Invested Capital? | TIKR.com","Learning about Return on Invested Capital (ROIC) can help investors spot highly profitable stocks that can drive long-term returns. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-Invested-capital\u002FWhat-is-a-good-return-on-Invested-capital.png?_i=AA",{"url":90,"title":91,"description":92,"ogImage":93},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-equity-ratio","What is a Good Return on Equity Ratio | Tikr.com Blog | TIKR.com","Return on Equity (ROE) is a financial ratio that reflects a company's profitability in relation to the equity invested by shareholders. It basically","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-equity-ratio-1\u002FWhat-is-a-good-return-on-equity-ratio-1.jpg?_i=AA",{"url":95,"title":96,"description":97,"ogImage":98},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-p-e-ratio","What Is a Good P\u002FE Ratio? | TIKR.com","Financial analysts and investors look at various metrics before deciding whether a stock is a buy. One of the metrics is the price-to-earnings ratio (P\u002FE","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-PE-ratio-1\u002FWhat-is-a-good-PE-ratio-1.jpg?_i=AA",{"url":100,"title":101,"description":102,"ogImage":103},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Ftop-6-metrics-for-investing-in-reits","Top 6 Metrics for Investing in REITs | TIKR.com","Real estate has been one of the greatest asset classes for wealth creation in history, and investing in Real Estate Investment Trusts (REITs) can allow","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FGroup-10\u002FGroup-10.png?_i=AA",{"icon":105,"slug":106,"title":107,"description":108,"featuredLinks":109},"hugeicons:investigation","investing-lingo","Investing Lingo","\u003Cp>A comprehensive glossary of investing terms and jargon so you can speak the language of the markets confidently.\u003C\u002Fp>\n",[110,115,120],{"url":111,"title":112,"description":113,"ogImage":114},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fenterprise-value-definition-and-calculation","Enterprise Value: Definition and Calculation | Tikr.com Blog | TIKR.com","Enterprise value (EV) is a financial metric that offers a comprehensive snapshot of a company's total value. Unlike market capitalization which solely","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEnterprise-Value-Definition-and-Calculation_37576e40\u002FEnterprise-Value-Definition-and-Calculation_37576e40.png?_i=AA",{"url":116,"title":117,"description":118,"ogImage":119},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Febitda-definition-formula-how-to-use-it","EBITDA: Definition, Formula, How to Use It | TIKR.com","EBITDA stands for earnings before interest, taxes, depreciation and amortization. It's a financial metric commonly used to evaluate a company's financial","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEBITDA-Definition-Formula-How-to-Use-It\u002FEBITDA-Definition-Formula-How-to-Use-It.png?_i=AA",{"url":121,"title":122,"description":123,"ogImage":124},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-the-free-cash-flow-formula-and-why-does-it-matter","What is the Free Cash Flow Formula and Why Does It Matter | TIKR.com","Free cash flow, or FCF, is the cash a company generates after it accounts for outflows required to maintain business operations and support capital","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-the-free-cash-flow-formula\u002FWhat-is-the-free-cash-flow-formula.png?_i=AA",[126,130,134,137,141,145],{"slug":127,"modified":128,"title":129},"valuation-model-builder","2025-07-03T00:18:53","Value Stocks Quickly and Accurately",{"slug":131,"modified":132,"title":133},"stock-portfolio-tracking","2024-12-02T22:21:28","Monitor Your Portfolio",{"slug":75,"modified":135,"title":136},"2025-01-21T22:10:52","Instantly Analyze Companies with In-Depth Metrics",{"slug":138,"modified":139,"title":140},"stock-screener","2024-12-02T22:13:31","Find the Best Stocks to Buy",{"slug":142,"modified":143,"title":144},"investor-stock-portfolio","2025-01-21T22:02:56","Follow Investment Moves of Top Investors",{"slug":146,"modified":147,"title":148},"analyze-stocks","2025-07-23T16:04:24","Analyze Stocks",[150,154,158,162,166,170,174,178,182,186,190,194,198,202,206,210,214,218],{"slug":151,"title":152,"modified":153},"bloomberg","Bloomberg","2025-01-16T14:23:44",{"slug":155,"title":156,"modified":157},"morningstar","Morningstar","2025-01-16T14:25:16",{"slug":159,"title":160,"modified":161},"sentieo","Sentieo","2025-01-16T17:58:27",{"slug":163,"title":164,"modified":165},"googlefinance","Google Finance","2025-01-17T19:39:37",{"slug":167,"title":168,"modified":169},"tradingview","TradingView","2025-01-16T18:17:01",{"slug":171,"title":172,"modified":173},"factset","Factset","2025-01-16T18:20:16",{"slug":175,"title":176,"modified":177},"finviz","Finviz","2025-01-16T18:23:40",{"slug":179,"title":180,"modified":181},"ycharts","YCharts","2025-01-16T18:32:19",{"slug":183,"title":184,"modified":185},"marketbeat","MarketBeat","2025-03-11T00:27:23",{"slug":187,"title":188,"modified":189},"benzinga","Benzinga","2025-03-11T00:31:00",{"slug":191,"title":192,"modified":193},"gurufocus","Gurufocus","2025-03-11T00:31:12",{"slug":195,"title":196,"modified":197},"fast-graphs","FAST Graphs","2025-03-11T00:31:19",{"slug":199,"title":200,"modified":201},"tipranks","TipRanks","2025-03-11T00:31:26",{"slug":203,"title":204,"modified":205},"seeking-alpha","Seeking Alpha","2025-03-11T00:31:45",{"slug":207,"title":208,"modified":209},"thestreet","TheStreet","2025-03-11T00:31:52",{"slug":211,"title":212,"modified":213},"investing-com","Investing.com","2025-03-11T00:32:00",{"slug":215,"title":216,"modified":217},"zacks","Zacks","2025-03-26T15:40:40",{"slug":219,"title":220,"modified":221},"alphasense","AlphaSense","2025-03-11T00:32:15",{"post":223,"seo":255,"relatedPosts":262,"suggestedPosts":338},{"id":224,"title":225,"date":226,"modified":227,"excerpt":228,"content":229,"wordCount":230,"lang":231,"uri":232,"slug":233,"cloudinaryAssetId":-1,"featuredImageOriginalUrl":234,"featuredImageMetadata":235,"author":238,"editor":243,"categories":246,"relatedPosts":252,"seo":253},145624,"Anthropic’s IPO Will “Suck a Massive Amount of Money” From AI Stocks, Cramer Warns","2026-10-26T20:13:04","2026-10-26T20:13:14","\u003Cp>There’s only so much money to go around\u003C\u002Fp>\n","\n\u003Ch2 id=\"h-key-takeaways\" class=\"wp-block-heading\">Key Takeaways\u003C\u002Fh2>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>Meta Platforms launched $35 billion of stock offerings on Monday and plans a separate $60 billion program in 2027, on the same day Anthropic reportedly planned to file publicly for its IPO.\u003C\u002Fli>\n\n\n\n\u003Cli>Jim Cramer warns that Anthropic’s listing will pull money away from the rest of the AI group, a group that includes Nvidia, Microsoft, Amazon and Alphabet.\u003C\u002Fli>\n\n\n\n\u003Cli>Nvidia’s forward P\u002FE is at 17x, the low of its three-year range, even though analysts’ estimate of its fiscal 2028 earnings has risen 25% since the end of June.\u003C\u002Fli>\n\n\n\n\u003Cli>Microsoft looks the most exposed: it trades at 27x forward earnings, and its three-year low is 19x.\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">AI investors are about to be asked for a lot more money.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">On Monday, \u003Cstrong>Meta Platforms (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=20765463&tid=126910337\">META\u003C\u002Fa>)\u003C\u002Fstrong> launched $35 billion of stock offerings. That same morning, Anthropic planned to make its IPO filing public, \u003Ca href=\"https:\u002F\u002Ffinance.yahoo.com\u002Ftechnology\u002Fai\u002Farticles\u002Fanthropic-said-plan-public-filing-115338000.html\">Bloomberg reported\u003C\u002Fa>. The Claude maker reportedly expects its IPO to match or beat the size of SpaceX’s.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>Nvidia (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=32307&tid=2635154\">NVDA\u003C\u002Fa>)\u003C\u002Fstrong> wants a piece of Meta’s deal too. It’s one of three chipmakers that said they might buy up to $5 billion of Meta’s new shares, though none of them has committed.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Jim Cramer saw this problem coming. On \u003Ca href=\"https:\u002F\u002Fpodcasts.apple.com\u002Fus\u002Fpodcast\u002Fmad-money-w-jim-cramer-10-19-26\u002Fid147247199?i=1000797167407\">Mad Money a week ago\u003C\u002Fa>, he warned that Anthropic’s listing will “suck a massive amount of money away from the rest of the group” just because Anthropic is so big.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">That group includes \u003Cstrong>Microsoft (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=21835&tid=2630413\">MSFT\u003C\u002Fa>)\u003C\u002Fstrong>, \u003Cstrong>Amazon (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=18749&tid=2588568\">AMZN\u003C\u002Fa>)\u003C\u002Fstrong> and \u003Cstrong>Alphabet (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=29096&tid=260152426\">GOOG\u003C\u002Fa>)\u003C\u002Fstrong>, and all three report earnings this week.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">And Meta is just getting started.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>TIKR tracks 62 analysts on Meta Platforms. How many say “Buy”?\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">See the full breakdown of Buy, Hold, and Sell ratings on Meta Platforms, along with Wall Street’s revenue and earnings estimates, all in one place. More than 500,000 investors use TIKR to research stocks like this one. \u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fvaluation-model-builder?ref=tikrblog\">See Meta Platforms’ Analyst Ratings\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-meta-s-share-count-is-headed-the-other-way\" class=\"wp-block-heading\">Meta’s share count is headed the other way\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">For years, Meta has been shrinking its diluted share count. It fell about 10% from fiscal 2021 to fiscal 2025, to 2.57 billion.\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3024\" height=\"2016\" data-public-id=\"images\u002F2026-10-26_i408b99e1b4_META_shares_out_2021-2025_1456192a29c\u002F2026-10-26_i408b99e1b4_META_shares_out_2021-2025_1456192a29c.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3024,h_2016,c_scale\u002Ff_webp,q_auto\u002Fv1793024289\u002Fimages\u002F2026-10-26_i408b99e1b4_META_shares_out_2021-2025_1456192a29c\u002F2026-10-26_i408b99e1b4_META_shares_out_2021-2025_1456192a29c.png?_i=AA\" alt=\"Bar chart from TIKR of Meta Platforms' diluted shares outstanding, billions of shares, fiscal 2021–2025.\" class=\"wp-post-145624 wp-image-145619\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1793024289\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1793024289\u002Fimages\u002F2026-10-26_i408b99e1b4_META_shares_out_2021-2025_1456192a29c\u002F2026-10-26_i408b99e1b4_META_shares_out_2021-2025_1456192a29c.png?_i=AA 3024w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793024289\u002Fimages\u002F2026-10-26_i408b99e1b4_META_shares_out_2021-2025_1456192a29c\u002F2026-10-26_i408b99e1b4_META_shares_out_2021-2025_1456192a29c.png?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_800,c_scale\u002Ff_webp,q_auto\u002Fv1793024289\u002Fimages\u002F2026-10-26_i408b99e1b4_META_shares_out_2021-2025_1456192a29c\u002F2026-10-26_i408b99e1b4_META_shares_out_2021-2025_1456192a29c.png?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_933,c_scale\u002Ff_webp,q_auto\u002Fv1793024289\u002Fimages\u002F2026-10-26_i408b99e1b4_META_shares_out_2021-2025_1456192a29c\u002F2026-10-26_i408b99e1b4_META_shares_out_2021-2025_1456192a29c.png?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_200,c_scale\u002Ff_webp,q_auto\u002Fv1793024289\u002Fimages\u002F2026-10-26_i408b99e1b4_META_shares_out_2021-2025_1456192a29c\u002F2026-10-26_i408b99e1b4_META_shares_out_2021-2025_1456192a29c.png?_i=AA 300w\" sizes=\"auto, (max-width: 3024px) 100vw, 3024px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">Meta Platforms (META): diluted shares outstanding, billions of shares, fiscal 2021–2025 (\u003Cstrong>TIKR\u003C\u002Fstrong>)\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Now Meta is adding stock. The new deals are $22.5 billion of Class A shares and about $12.5 billion of mandatory convertible preferred stock, with a separate $60 billion at-the-market program planned for 2027. Meta expects $135 billion to $145 billion of capex this year. It plans to pay for that with operating cash flow, investment-grade debt, partnerships and new stock.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Daniel Niles, a veteran tech investor, \u003Ca href=\"https:\u002F\u002Fx.com\u002FDanielTNiles\u002Fstatus\u002F2114518363615416685\">pointed out on X\u003C\u002Fa> that Meta said in a recent filing that everyone is competing for the same pool of money. In his view, that pool “no longer seems endless like it did back earlier in the year.”\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Timing matters too. Aleph co-founder Mike Eisenberg \u003Ca href=\"https:\u002F\u002Fx.com\u002Fmikeeisenberg\u002Fstatus\u002F2114679711888449691\">posted\u003C\u002Fa> that the big tech companies selling stock now “also gotta beat the big IPOs to Market.”\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-the-squeeze-shows-up-in-the-multiples\" class=\"wp-block-heading\">The squeeze shows up in the multiples\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">When more stock is chasing the same dollars, investors pay less for each dollar of earnings, even if the earnings hold up. Nvidia’s forward P\u002FE has already slid to the bottom of its three-year range.\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3024\" height=\"2016\" data-public-id=\"images\u002F2026-10-26_i408b99e1b4_NVDA_ntm_pe_3y\u002F2026-10-26_i408b99e1b4_NVDA_ntm_pe_3y.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3024,h_2016,c_scale\u002Ff_webp,q_auto\u002Fv1793024284\u002Fimages\u002F2026-10-26_i408b99e1b4_NVDA_ntm_pe_3y\u002F2026-10-26_i408b99e1b4_NVDA_ntm_pe_3y.png?_i=AA\" alt=\"Line chart from TIKR of Nvidia's forward (NTM) P\u002FE, last 3 years.\" class=\"wp-post-145624 wp-image-145621\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1793024284\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1793024284\u002Fimages\u002F2026-10-26_i408b99e1b4_NVDA_ntm_pe_3y\u002F2026-10-26_i408b99e1b4_NVDA_ntm_pe_3y.png?_i=AA 3024w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793024284\u002Fimages\u002F2026-10-26_i408b99e1b4_NVDA_ntm_pe_3y\u002F2026-10-26_i408b99e1b4_NVDA_ntm_pe_3y.png?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_800,c_scale\u002Ff_webp,q_auto\u002Fv1793024284\u002Fimages\u002F2026-10-26_i408b99e1b4_NVDA_ntm_pe_3y\u002F2026-10-26_i408b99e1b4_NVDA_ntm_pe_3y.png?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_933,c_scale\u002Ff_webp,q_auto\u002Fv1793024284\u002Fimages\u002F2026-10-26_i408b99e1b4_NVDA_ntm_pe_3y\u002F2026-10-26_i408b99e1b4_NVDA_ntm_pe_3y.png?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_200,c_scale\u002Ff_webp,q_auto\u002Fv1793024284\u002Fimages\u002F2026-10-26_i408b99e1b4_NVDA_ntm_pe_3y\u002F2026-10-26_i408b99e1b4_NVDA_ntm_pe_3y.png?_i=AA 300w\" sizes=\"auto, (max-width: 3024px) 100vw, 3024px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">Nvidia (NVDA): forward (NTM) P\u002FE, last 3 years (\u003Cstrong>TIKR\u003C\u002Fstrong>)\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">At 17x, it’s well below its 30x three-year average and far from its 47x peak in June 2024. Over the same stretch, analysts have raised their fiscal 2028 EPS estimate for Nvidia by 25% since the end of June, to $15.92.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Microsoft has more room to fall. Its forward P\u002FE has come up off June’s low but is still below its three-year average.\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3024\" height=\"2016\" data-public-id=\"images\u002F2026-10-26_i408b99e1b4_MSFT_ntm_pe_3y_145623ada14\u002F2026-10-26_i408b99e1b4_MSFT_ntm_pe_3y_145623ada14.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3024,h_2016,c_scale\u002Ff_webp,q_auto\u002Fv1793024284\u002Fimages\u002F2026-10-26_i408b99e1b4_MSFT_ntm_pe_3y_145623ada14\u002F2026-10-26_i408b99e1b4_MSFT_ntm_pe_3y_145623ada14.png?_i=AA\" alt=\"Line chart from TIKR of Microsoft's forward (NTM) P\u002FE, last 3 years.\" class=\"wp-post-145624 wp-image-145623\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1793024284\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1793024284\u002Fimages\u002F2026-10-26_i408b99e1b4_MSFT_ntm_pe_3y_145623ada14\u002F2026-10-26_i408b99e1b4_MSFT_ntm_pe_3y_145623ada14.png?_i=AA 3024w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793024284\u002Fimages\u002F2026-10-26_i408b99e1b4_MSFT_ntm_pe_3y_145623ada14\u002F2026-10-26_i408b99e1b4_MSFT_ntm_pe_3y_145623ada14.png?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_800,c_scale\u002Ff_webp,q_auto\u002Fv1793024284\u002Fimages\u002F2026-10-26_i408b99e1b4_MSFT_ntm_pe_3y_145623ada14\u002F2026-10-26_i408b99e1b4_MSFT_ntm_pe_3y_145623ada14.png?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_933,c_scale\u002Ff_webp,q_auto\u002Fv1793024284\u002Fimages\u002F2026-10-26_i408b99e1b4_MSFT_ntm_pe_3y_145623ada14\u002F2026-10-26_i408b99e1b4_MSFT_ntm_pe_3y_145623ada14.png?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_200,c_scale\u002Ff_webp,q_auto\u002Fv1793024284\u002Fimages\u002F2026-10-26_i408b99e1b4_MSFT_ntm_pe_3y_145623ada14\u002F2026-10-26_i408b99e1b4_MSFT_ntm_pe_3y_145623ada14.png?_i=AA 300w\" sizes=\"auto, (max-width: 3024px) 100vw, 3024px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">Microsoft (MSFT): forward (NTM) P\u002FE, last 3 years (\u003Cstrong>TIKR\u003C\u002Fstrong>)\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">If Anthropic soaks up a big share of the money investors have set aside for AI, Microsoft’s multiple has plenty of room to slide back toward that 19x low.\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-a-hot-anthropic-ipo-helps-the-cloud-giants\" class=\"wp-block-heading\">A hot Anthropic IPO helps the cloud giants\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Cramer’s own point cuts both ways, though. A successful Anthropic IPO, he said, “will give investors much more confidence that the AI data center theme has legs.”\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Amazon and Alphabet have the most riding on it. Cramer said their “cloud growth is hostage to Anthropic.” Both also own stakes in Anthropic, so a strong debut would push up what those stakes are worth. Amazon reports on Thursday, and its cloud numbers will be the first real check on how Anthropic’s spending is holding up.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">My take: For the listed AI names, the bigger near-term risk is all the new stock coming to market, more than any drop in demand. At 17x, Nvidia’s multiple already looks priced for a crowded market. Microsoft’s 27x doesn’t, so I’d expect Microsoft to feel Anthropic’s pull first.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Strong cloud numbers this week could change that, though. And once Anthropic starts marketing its IPO, which could be as soon as the week of Nov. 9, we’ll see how much money it really pulls in.\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-so-what-is-microsoft-stock-actually-worth\" class=\"wp-block-heading\">So what is Microsoft stock actually worth?\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">TIKR lets you forecast the future price of any stock in less than a minute. Just enter a few assumptions into TIKR’s valuation model and see what Microsoft could be worth. Start from Wall Street consensus estimates, or adjust the inputs to reflect your own view of the business. It’s free to use.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fvaluation-model-builder?ref=tikrblog\">Value Microsoft for free\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch3 id=\"h-disclaimer\" class=\"wp-block-heading\">\u003Cstrong>Disclaimer:\u003C\u002Fstrong>\u003C\u002Fh3>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cem>Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any of the stocks mentioned. Thank you for reading, and happy investing!\u003C\u002Fem>\u003C\u002Fp>\n",962,"en","\u002Fblog\u002Fanthropics-ipo-will-suck-a-massive-amount-of-money-from-ai-stocks-cramer-warns","anthropics-ipo-will-suck-a-massive-amount-of-money-from-ai-stocks-cramer-warns","https:\u002F\u002Ftikr1.wpengine.com\u002Fwp-content\u002Fuploads\u002F2026\u002F10\u002FAnthropic-1-600x400.png",{"altText":236,"imageCredit":237},"Anthropic’s IPO Will “Suck a Massive Amount of Money” From AI Stocks, Cramer Warns","",{"name":239,"slug":240,"role":241,"roleTitle":237,"biography":237,"avatar":237,"socialMediaLinks":242},"Roxanna Maglangit","roxtikr","author",[],{"name":239,"slug":240,"role":244,"roleTitle":237,"biography":237,"avatar":237,"socialMediaLinks":245},"editor",[],[247],{"name":248,"slug":249,"uri":250,"description":237,"postsCount":251},"General Investing","general-investing","\u002Fblog\u002Fcategory\u002Fgeneral-investing",0,[],{"title":236,"metaDesc":254,"opengraphDescription":254,"twitterTitle":236,"twitterDescription":254},"There’s only so much money to go around",{"title":225,"description":256,"twitterTitle":225,"twitterDescription":256,"author":239,"articlePublisher":257,"articlePublishedTime":226,"articleModifiedTime":227,"twitterLabel1":258,"twitterData1":259,"ogTitle":225,"ogDescription":256,"ogUrl":232,"ogImage":234,"ogImageWidth":260,"ogImageHeight":261,"ogImageSecureUrl":234,"ogImageAlt":236,"twitterImage":234},"There’s only so much money to go around","TIKR.com","Est. reading time","6 minutes",1200,630,[263,278,293,308,323],{"id":251,"title":264,"date":265,"excerpt":266,"wordCount":267,"uri":268,"slug":269,"cloudinaryAssetId":270,"featuredImageOriginalUrl":271,"featuredImageMetadata":272,"author":273,"categories":275,"relatedPosts":277},"Visa Hit a Record High Despite a Swipe-Fee Threat. Here's What October 27 Has to Prove","2026-10-26 20:05:28","The quarter is the easy part.",868,"\u002Fblog\u002Fvisa-hit-a-record-high-despite-a-swipe-fee-threat-heres-what-october-27-has-to-prove","visa-hit-a-record-high-despite-a-swipe-fee-threat-heres-what-october-27-has-to-prove","images\u002Fthoughtful-woman-card-payment\u002Fthoughtful-woman-card-payment","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793011294\u002Fimages\u002Fthoughtful-woman-card-payment\u002Fthoughtful-woman-card-payment.png?_i=AA",{"altText":264},{"name":239,"slug":240,"role":241,"roleTitle":237,"biography":237,"avatar":237,"socialMediaLinks":274},[],[276],{"name":248,"slug":249,"uri":250,"description":237,"postsCount":251},[],{"id":251,"title":279,"date":280,"excerpt":281,"wordCount":282,"uri":283,"slug":284,"cloudinaryAssetId":285,"featuredImageOriginalUrl":286,"featuredImageMetadata":287,"author":288,"categories":290,"relatedPosts":292},"Robinhood Is Building 13 Businesses at Once. The October 27 Report Tests Whether Margins Pay for It","2026-10-26 19:56:09","Revenue growth is the easy part",919,"\u002Fblog\u002Frobinhood-is-building-13-businesses-at-once-the-october-27-report-tests-whether-margins-pay-for-it","robinhood-is-building-13-businesses-at-once-the-october-27-report-tests-whether-margins-pay-for-it","images\u002Fthoughtful-man-bitcoin\u002Fthoughtful-man-bitcoin","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793011641\u002Fimages\u002Fthoughtful-man-bitcoin\u002Fthoughtful-man-bitcoin.png?_i=AA",{"altText":279},{"name":239,"slug":240,"role":241,"roleTitle":237,"biography":237,"avatar":237,"socialMediaLinks":289},[],[291],{"name":248,"slug":249,"uri":250,"description":237,"postsCount":251},[],{"id":251,"title":294,"date":295,"excerpt":296,"wordCount":297,"uri":298,"slug":299,"cloudinaryAssetId":300,"featuredImageOriginalUrl":301,"featuredImageMetadata":302,"author":303,"categories":305,"relatedPosts":307},"SoFi Is Down 45%, and Cramer Ties It to Bank Stocks. Here's What the Report Must Show","2026-10-26 19:49:10","Tuesday is SoFi's chance to prove its earnings are its own",955,"\u002Fblog\u002Fsofi-is-down-45-and-cramer-ties-it-to-bank-stocks-heres-what-the-report-must-show","sofi-is-down-45-and-cramer-ties-it-to-bank-stocks-heres-what-the-report-must-show","images\u002FSNA-stock-SteveLuker-from-Getty-Images-Signature-via-Canva\u002FSNA-stock-SteveLuker-from-Getty-Images-Signature-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792701308\u002Fimages\u002FSNA-stock-SteveLuker-from-Getty-Images-Signature-via-Canva\u002FSNA-stock-SteveLuker-from-Getty-Images-Signature-via-Canva.png?_i=AA",{"altText":294},{"name":239,"slug":240,"role":241,"roleTitle":237,"biography":237,"avatar":237,"socialMediaLinks":304},[],[306],{"name":248,"slug":249,"uri":250,"description":237,"postsCount":251},[],{"id":251,"title":309,"date":310,"excerpt":311,"wordCount":312,"uri":313,"slug":314,"cloudinaryAssetId":315,"featuredImageOriginalUrl":316,"featuredImageMetadata":317,"author":318,"categories":320,"relatedPosts":322},"PayPal Is Down More Than 80% From Its Peak. Here's What October 27 Has to Show","2026-10-26 19:45:44","The bar is low. That's the good news.",981,"\u002Fblog\u002Fpaypal-is-down-more-than-80-from-its-peak-heres-what-october-27-has-to-show","paypal-is-down-more-than-80-from-its-peak-heres-what-october-27-has-to-show","images\u002Fpondering-man-card-payment\u002Fpondering-man-card-payment","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793012179\u002Fimages\u002Fpondering-man-card-payment\u002Fpondering-man-card-payment.png?_i=AA",{"altText":309},{"name":239,"slug":240,"role":241,"roleTitle":237,"biography":237,"avatar":237,"socialMediaLinks":319},[],[321],{"name":248,"slug":249,"uri":250,"description":237,"postsCount":251},[],{"id":251,"title":324,"date":325,"excerpt":326,"wordCount":327,"uri":328,"slug":329,"cloudinaryAssetId":330,"featuredImageOriginalUrl":331,"featuredImageMetadata":332,"author":333,"categories":335,"relatedPosts":337},"Trump Added Netflix Before Earnings. $20 Billion Says It Needs \"Two or Three Big Hits\"","2026-10-26 19:43:00","The bar may be lower than it looks",1010,"\u002Fblog\u002Ftrump-added-netflix-before-earnings-20-billion-says-it-needs-two-or-three-big-hits","trump-added-netflix-before-earnings-20-billion-says-it-needs-two-or-three-big-hits","images\u002FNetflix\u002FNetflix","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792781809\u002Fimages\u002FNetflix\u002FNetflix.png?_i=AA",{"altText":324},{"name":239,"slug":240,"role":241,"roleTitle":237,"biography":237,"avatar":237,"socialMediaLinks":334},[],[336],{"name":248,"slug":249,"uri":250,"description":237,"postsCount":251},[],[339,359,374,388],{"id":251,"title":340,"date":341,"excerpt":342,"wordCount":343,"uri":344,"slug":345,"cloudinaryAssetId":346,"featuredImageOriginalUrl":347,"featuredImageMetadata":348,"author":349,"categories":353,"relatedPosts":358},"Up 13% In Last 12 Months, Can Arista Networks Stock Give Better Returns in 2026?","2026-10-26 12:57:00","Arista stock is up 10% in a year. See what TIKR’s Valuation Model says about ANET’s upside, with a $275 price target by December 2028.",1099,"\u002Fblog\u002Farista-networks-stock-valuation-anet-2026","arista-networks-stock-valuation-anet-2026","images\u002FANET-stock-@Jirsak-from-Getty-Images-Pro-via-Canva-@Africa-images-via-Canva\u002FANET-stock-@Jirsak-from-Getty-Images-Pro-via-Canva-@Africa-images-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793010558\u002Fimages\u002FANET-stock-@Jirsak-from-Getty-Images-Pro-via-Canva-@Africa-images-via-Canva\u002FANET-stock-@Jirsak-from-Getty-Images-Pro-via-Canva-@Africa-images-via-Canva.png?_i=AA",{"altText":340},{"name":350,"slug":351,"role":241,"roleTitle":237,"biography":237,"avatar":237,"socialMediaLinks":352},"Aditya Raghunath","adityatikr",[],[354],{"name":355,"slug":356,"uri":357,"description":237,"postsCount":251},"Valuation","valuation","\u002Fblog\u002Fcategory\u002Fvaluation",[],{"id":251,"title":360,"date":361,"excerpt":362,"wordCount":363,"uri":364,"slug":365,"cloudinaryAssetId":366,"featuredImageOriginalUrl":367,"featuredImageMetadata":368,"author":369,"categories":371,"relatedPosts":373},"Down 48% In Last 12 Months, Can SoFi Stock Give Better Results in 2026?","2026-10-26 12:45:00","SoFi stock is down 51% in a year. See what TIKR’s Valuation Model says about SOFI’s upside, with a $22 price target by December 2028.",1081,"\u002Fblog\u002Fsofi-stock-valuation-sofi-2026","sofi-stock-valuation-sofi-2026","images\u002FSOFI-stock-@AKKI-from-AKKI-JOHN-via-Canva-@MCCAIG-from-Getty-Images-Signature-via-Canva\u002FSOFI-stock-@AKKI-from-AKKI-JOHN-via-Canva-@MCCAIG-from-Getty-Images-Signature-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793015325\u002Fimages\u002FSOFI-stock-@AKKI-from-AKKI-JOHN-via-Canva-@MCCAIG-from-Getty-Images-Signature-via-Canva\u002FSOFI-stock-@AKKI-from-AKKI-JOHN-via-Canva-@MCCAIG-from-Getty-Images-Signature-via-Canva.png?_i=AA",{"altText":360},{"name":350,"slug":351,"role":241,"roleTitle":237,"biography":237,"avatar":237,"socialMediaLinks":370},[],[372],{"name":355,"slug":356,"uri":357,"description":237,"postsCount":251},[],{"id":251,"title":375,"date":361,"excerpt":376,"wordCount":377,"uri":378,"slug":379,"cloudinaryAssetId":380,"featuredImageOriginalUrl":381,"featuredImageMetadata":382,"author":383,"categories":385,"relatedPosts":387},"Up Just 9% in the Last 12 Months, Can Palantir Stock Give Better Returns in 2026?","Palantir stock is up just 4% in a year. See what TIKR’s Valuation Model says about PLTR’s upside, with a $529 target by December 2028.",1024,"\u002Fblog\u002Fpalantir-stock-valuation-pltr-2026","palantir-stock-valuation-pltr-2026","images\u002FPLTR-stock-@surachet_shotivaranon-from-surachetshs-Images-via-Canva-@SORAPOP-UDOMSRI-from-Sorapop-Udomsri-via-Canva_1454044a26c\u002FPLTR-stock-@surachet_shotivaranon-from-surachetshs-Images-via-Canva-@SORAPOP-UDOMSRI-from-Sorapop-Udomsri-via-Canva_1454044a26c","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793003212\u002Fimages\u002FPLTR-stock-@surachet_shotivaranon-from-surachetshs-Images-via-Canva-@SORAPOP-UDOMSRI-from-Sorapop-Udomsri-via-Canva_1454044a26c\u002FPLTR-stock-@surachet_shotivaranon-from-surachetshs-Images-via-Canva-@SORAPOP-UDOMSRI-from-Sorapop-Udomsri-via-Canva_1454044a26c.png?_i=AA",{"altText":375},{"name":350,"slug":351,"role":241,"roleTitle":237,"biography":237,"avatar":237,"socialMediaLinks":384},[],[386],{"name":355,"slug":356,"uri":357,"description":237,"postsCount":251},[],{"id":251,"title":389,"date":390,"excerpt":391,"wordCount":392,"uri":393,"slug":394,"cloudinaryAssetId":395,"featuredImageOriginalUrl":396,"featuredImageMetadata":397,"author":398,"categories":400,"relatedPosts":402},"Down 56% In Last 12 Months, Can AppLovin Stock Give Better Returns in 2026?","2026-10-26 12:33:00","AppLovin stock is down 60% in a year. 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