Missed Nvidia in 2009? This Rare Signal Is Flashing Again.\u00a0In 2009, a “Double Down” signal flashed for a little-known chipmaker called Nvidia.\u00a0For the first time in years, that same “Total Conviction” signal is flashing for a company 1\/100th the size of Nvidia.\u00a0Continue \u00bb<\/a> <\/p>\n But that calculation was based on a May 2026 funding round that valued Anthropic<\/a> at $965 billion, and it’s already being valued at much more than that. In early July, secondary markets were valuing Anthropic at $1.2 trillion in anticipation of the company going public as early as October.That would bring Amazon’s stake to a whopping $252 billion. <\/p>\n And more recent estimates from secondary markets put Anthropic’s valuation at much higher — $2 trillion or more. If Anthropic is successful in that offering (it submitted its confidential S-1 form to the Securities and Exchange Commission earlier this year to explore the possibility), Amazon’s stake in it would be valued at roughly $420 billion. <\/p>\n Amazon could book a huge profit from its Anthropic shares, should it ever want to divest itself of some of them. But considering how fast Anthropic is growing, it may be hard for Executive Chairman Jeff Bezos and CEO Andy Jassy to pull the trigger on a sale. <\/p>\n Let’s look at how the Anthropic stake has become an increasingly larger part of Amazon. By doing so, we’ll look at four data points. <\/p>\n Story Continues <\/p>\n Data sources: Amazon filings, Macrotrends. *Targeted IPO valuation. **Amazon’s market cap as of Aug. 17, 2026. <\/p>\n For this example, we’ll look at the value of Amazon’s stake in Anthropic as reported by the company in its two most recent quarterly filings and compare it to the company’s market cap. At the end of March, Anthropic accounted for only 3.4% of Amazon’s value, but that share climbed to 7.4% by the end of June as Anthropic’s valuation rose. <\/p>\n If Anthropic achieved a $1.2 trillion valuation in its IPO — a conservative estimate, given how secondary markets are pricing the start-up now — its Anthropic shares would be nearly 9% of Amazon’s value. But based on a $2 trillion valuation — assuming that Amazon’s market cap stays roughly at its current level for the next two months or so — that Anthropic stake is providing nearly 15% of Amazon’s value. <\/p>\n With all this in mind, Amazon investors should be watching the Anthropic news closely. The bigger the AI startup gets, the more important it is to Amazon. Based on its current outlook, Bezos and Jassy could realize a windfall if they sell some or all of those shares — money that could help fund Amazon’s aggressive AI build-out. And if Anthropic’s valuation craters, Amazon would be looking at big paper declines. <\/p>\n Either way, though, Amazon’s $13 billion investment has been amazingly profitable — and it may just be in the opening stages. <\/p>\n Should you buy stock in Amazon right now? <\/p>\n Before you buy stock in\u00a0Amazon, consider this: <\/p>\n The Motley Fool\u00a0Stock Advisor\u00a0analyst team just identified what they believe are the\u00a010 best stocks<\/a>\u00a0for investors to buy now\u2026 and\u00a0Amazon\u00a0wasn’t one of them.\u00a0The 10 stocks that made the cut are built for long-term growth and could produce monster returns in the coming years. <\/p>\n Consider when\u00a0Netflix\u00a0made this list on December 17, 2004… if you invested $1,000 at the time of our recommendation,\u00a0you’d have $419,408!*\u00a0Or\u00a0when\u00a0Nvidia\u00a0made this list on April 15, 2005… if you invested $1,000 at the time of our recommendation,\u00a0you’d have $1,348,694!* <\/p>\n That performance is why people listen. With a track record of\u00a0beating the S&P 500 by nearly 5x,\u00a0Stock Advisor\u00a0offers a distinct advantage. Don’t miss the latest top 10 list, available with\u00a0Stock Advisor, and join an investing community built for the long haul. <\/p>\n See the 10 stocks \u00bb<\/a> <\/p>\n *Stock Advisor returns as of August 20, 2026. <\/p>\n Patrick Sanders<\/a> has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Amazon. The Motley Fool has a disclosure policy<\/a>. <\/p>\n<\/a> Amazon executive chairman Jeff Bezos. Image source: Amazon. The bigger Anthropic gets, the better it is for Amazon <\/p>\n