WS #14115

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Anthropic is reportedly targeting a $2T+ valuation for an October IPO, projecting $190-200B in 2028 revenue, which could reshape AI sentiment. Berkshire added ~48.1M shares of Alphabet and 17.5M shares of Delta Air Lines, signaling confidence in these names despite macro headwinds.

Anthropic IPO targeting $2T+ valuation

Anthropic is reportedly targeting a $2T+ valuation for an October IPO, projecting $190-200B in 2028 revenue, which could reshape AI sentiment.

Berkshire added ~48.1M shares of Alphabet and 17.5M shares of Delta Air Lines, signaling confidence in these names despite macro headwinds.

Full world state #14115