An IPO and a Guidance in the Same Week
On 15 November the week’s key numbers were consolidated: Anthropic’s Nasdaq listing prices on 18 November at USD 70–78 a share for 825 million shares, about USD 64.4 billion base and roughly USD 74 billion with the full greenshoe, before USD 26 billion of concurrent private placement from Alphabet, Nvidia, AMD, Broadcom, Micron, Microsoft and TSMC entities — a peak gross raise near USD 100 billion, listing on 19 November. Nvidia reports the fiscal third quarter after the US close on 17 November, 06:00 Beijing on 18th, with LSEG consensus at USD 109 billion revenue and profit up about 90% year on year; the interim CEO’s all-hands follows on the 19th (Hearst’s 18 November in the source refers to the Nvidia call slot). Nvidia’s market cap has shed USD 1.84 trillion from its 6 October peak.
