Anthropic's IPO filing catalyzes a rebound in the AI infrastructure sector, with global tech stocks showing divergence
Anthropic formally filed its prospectus with the U.S. Securities and Exchange Commission (SEC) on the morning of October 26 local time, catalyzing market sentiment as global tech stocks strengthened and chip stocks led the gains. That day, the U.S. Nasdaq closed up 0.82%, the S&P 500 rose 0.70%, the Dow gained 0.29%, and the Philadelphia Semiconductor Index climbed 2.82%; Nvidia rose 2.39%, AMD gained 2.80%, and Intel, NXP Semiconductors, Texas Instruments and others rose more than 4%. On the same day, the three major A-share indices as well as the Hang Seng Index and Hang Seng Tech Index closed lower.
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Starting from Anthropic's IPO filing, this piece presents the divergent trends in the AI infrastructure sector and global tech stocks.
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Anthropic's Filing of Prospectus Catalyzes Rebound in AI Infrastructure Sector; Global Tech Stocks Show Divergent Performance
2026-10-27 18:55:52 Source: Caixin Online Author: Yang Zirui Responsible Editor: Qu Yunxu
By Caixin's Yang Zirui
October 27, 2026 18:55
The three major U.S. stock indices, the Nikkei 225 Index, and South Korea's KOSPI rose, while the three major A-share indices, the Hang Seng Index, and the Hang Seng Tech Index closed lower
[Caixin Online] U.S. AI giant Anthropic formally submitted a prospectus to the U.S. Securities and Exchange Commission (SEC) on the morning of October 26 local time, catalyzing market sentiment. Global tech stocks strengthened, with the chip sector leading gains.
At the close of U.S. stocks that day, the Nasdaq rose 0.82%, the S&P 500 gained 0.70%, and the Dow added 0.29%.
Stocks in the AI infrastructure layer, including computing power and storage, led the day's gains. The Philadelphia Semiconductor Index rose 2.82%. Among individual chip stocks, Nvidia rose 2.39%, AMD gained 2.80%, and Intel, NXP Semiconductors, and Texas Instruments each rose more than 4%, while Advanced Micro Devices, Broadcom, Applied Materials, and ON Semiconductor also posted gains of more than 2%.
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