Wall Street Reportedly Pushes Anthropic and OpenAI to IPO Early to Avoid Political Risk

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Political risk outweighs bubble concerns! Wall Street is reportedly pushing Anthropic and OpenAI to go public as soon as possible

Cailian Press Ma Lan, Editor Lin Qi 2026-10-26 11:44

① It is reported that Wall Street institutions are demanding that Anthropic and OpenAI launch IPOs as soon as possible to guard against the risk of the Democratic Party taking over Congress; ② Wall Street hopes OpenAI can complete its IPO before January 3 next year, because the balance of power between the two parties in Congress will change at that point; ③ Wall Street believes that if the Democratic Party wins control of Congress, tech companies may become mired in lengthy hearings and investigations.

Cailian Press, October 26 (Editor Ma Lan) Political risk is prompting Wall Street to prepare quickly. According to reports, some institutions are demanding that Anthropic and OpenAI launch their potentially market-shaking IPOs as soon as possible, rather than hesitating over AI bubble risks.

Insiders revealed that large investors are increasingly worried about the threat of the Democratic Party controlling Congress, and they expect some Democratic lawmakers may be inclined to kill large deals in the AI industry and question tech executives over issues such as AI-induced job losses and deepfakes.

A well-known deal lawyer said that if the situation develops in this direction, it would mean years of hearings, investigations and constant turmoil. He advised relevant companies to complete their IPOs before the end of the year to avoid the situation becoming more chaotic.

According to reports, Meta may also conduct an unprecedented scale secondary stock offering in the coming months to fund its AI buildout.

Risk

Anthropic has recently disclosed that it will go public before this year's Thanksgiving, and may release its formal prospectus or S-1 filing in the coming days. The concern is OpenAI; its CEO Altman said last month that he did not plan to IPO before next year, partly due to concerns about AI safety.

But now, Wall Street hopes OpenAI can complete its IPO before January 3 next year, because if the Democratic Party wins in this November's midterm elections, it will formally reorganize Congress on January 3 next year.

At the same time, Anthropic's IPO is not set in stone. Given the market's wavering over AI valuations, Anthropic may also back off at the last minute and postpone its IPO plans.

However, it is also possible that the Republican Party will turn things around in the final weeks, survive the midterm election test and retain its majority in both the Senate and the House. But judging from current polls, the Democrats' chances of winning are increasing, which is likely to cause legislative gridlock in the US government for the next two years.

Normally, markets like legislative gridlock, because the US government will be so busy arguing that it cannot advance any actions that might mess up the capital markets. But in the current period of rapid AI expansion, blocking the Trump administration's desire for expansion is clearly not helpful to the market.

Global Market Intelligence

Artificial Intelligence

Cailian Press statement: The content of this article is for reference only and does not constitute investment advice. Investors operate at their own risk based on this.

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Wall Street Reportedly Pushes Anthropic and OpenAI to IPO Early to Avoid Political Risk

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