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All Articles on Seeking Alpha

All Eyes On Cencora, A Healthcare Supplier That Could See Lots More Upside Simply Good Foods Doesn't Look Like A Growth Stock Anymore Applied Digital: Post-Earnings Clarity Confirms An Accelerated Path To $1 Billion NOI Target IBIT: Why I Stepped To The Side (Technical Analysis) (Rating Downgrade) XES: Oil Service Stocks Turn Pricey; Why It's Time To Take Profits (Rating Downgrade) The Only Dividend Strategy I'd Trust In A 3.5% Fed Funds World Opera: AI-Driven Advertising Prospects - Upside Potential And Rich Dividend Yields RenaissanceRe: Preferred Stock Hasn't Been This Appealing In Years Q1 Earnings Kick Off With Major Banks' Results: Bank of America, Netflix In Focus Sezzle: Consolidation Completed, Re-Rating Ahead Bitmine Immersion Q2 Preview: Ethereum Thesis Facing Important Report Card I Am Sharing 2 Of My Retirement High-Yield Gems The Software Narrative Is Leaking Badly Again Thanks To Anthropic Mythos The Muni Market Looks Appealing In Q2 AVIV: Should Keep Rising If The Ceasefire Holds Foundayo Explained: Lilly's New Weight Loss Pill And The Amazon Effect Sabesp: A New Privatization As An Opportunity! EchoStar: Potential Bull Trap At Play - Take Gains Off The Table Teladoc Health: Improving Fundamentals Support A Turnaround Story March CPI Inflation: 5 Reasons To Stay Calm Two 12%+ Yielding BDC Bargains (One Is My Top Deep-Value Pick) TechnipFMC: We Prefer Saipem With More Room To Improve Tesla: From Bye-Bye To Buy-Buy (Rating Upgrade) DMB: Vulnerable To High Interest Rates Western Midstream: A 9% Yield That Still Grows In A Downturn IQQQ: Tax-Efficient Income From The Nasdaq But Does Not Protect Against Declines Qualys Share Price Pulled Down By Potential Cybersecurity Disruptor S&P 500: A Dead Money Era May Be Here. How To Thrive In It Vistance Networks Looks Better Than Before With Powerful Earnings Growth Commerce Bancshares: Valuation, Not Quality, Is The Problem
The Next Big Theme: June 2026
Global X ETFs · 2026-06-18 · via All Articles on Seeking Alpha

Summary

  • Anthropic nears a $1 trillion valuation after raising $65 billion and filing confidentially for an IPO, driven by rapid Claude platform adoption.
  • Securing 300MW of data center capacity and 220,000 NVIDIA GPUs, ANTHRO demonstrates compute access as a critical AI competitive advantage amid soaring infrastructure demand.
  • NextEra Energy and Dominion Energy announce a $67 billion merger to create the world’s largest regulated utility, positioning for accelerating electrification and data center-driven load growth.
  • AI-driven cybersecurity innovation and robust U.S. construction activity highlight sustained investment needs across digital, power, and industrial infrastructure.
Stock market activity shows price changes and trading movements in real time

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260611 - US Thematic Jun_01(Updated).png

Artificial Intelligence

Anthropic Nears $1 Trillion Valuation, Confidentially Files for IPO

Anthropic (ANTHRO) became the world’s most valuable AI startup after raising $65 billion in a funding round that pushed its valuation to roughly $965 billion. The