Dan Ives: Anthropic’s growth is 'just the tip of the sphere' for AI rally
Dan Ives predicts significant growth for the Nasdaq, projecting it to exceed 30,000 points by 2027. He highlights the upcoming mega-IPOs of companies like SpaceX, Anthropic, and OpenAI as pivotal for the fourth industrial revolution. While some analysts caution that these IPOs may indicate a market peak similar to the dot-com bubble, Ives maintains that the current market conditions resemble 1997 rather than 1999.
- ▪Ives forecasts the Nasdaq to top 30,000 points by 2027.
- ▪SpaceX's IPO is expected to be the largest in history, targeting a valuation of $1.75 trillion.
- ▪Anthropic is anticipated to post its first profitable quarter soon.
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| Original publisher | CNBC — Top |
| Canonical URL | https://www.cnbc.com/2026/05/29/dan-ives-anthropic-growth-tip-of-the-sphere-ai-theme.html |
| Publication time | Fri, 29 May 2026 12:15:29 GMT |
| Retrieval time | 2026-05-29T12:20:00.360Z |
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Ives' comments form part of a broader prediction for the Nasdaq to top 30,000 points by 2027, reiterating his call from earlier interviews with CNBC.Ives is forecasting a "historic" period in the history of Wall Street ahead of a raft of mega-IPOs on the docket for 2026, including the potential flotations of SpaceX, Anthropic and Open AI. "They're really the three pillars of the fourth industrial revolution," he said. "Right now, in terms of Anthropic, it's the best model in the world, and I don't think there's a dispute there.
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