{"id":149316,"date":"2026-08-24T11:45:19","date_gmt":"2026-08-24T11:45:19","guid":{"rendered":"https:\/\/www.europesays.com\/ai\/149316\/"},"modified":"2026-08-24T11:45:19","modified_gmt":"2026-08-24T11:45:19","slug":"anthropic-has-a-65-billion-run-rate-buy-these-stocks-to-profit-from-it-2","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/ai\/149316\/","title":{"rendered":"Anthropic Has a $65 Billion Run Rate. Buy These Stocks to Profit From It."},"content":{"rendered":"<p>Anthropic, the owner and operator of the popular Claude chatbot, has an annualized revenue run rate of $65 billion, multiple media outlets just confirmed. That&#8217;s about seven times what it was at the end of last year.<\/p>\n<p>The company has filed with the Securities and Exchange Commission to go public later this year through an initial public offering (IPO) that could value it at $2 trillion or more. But because the <a href=\"https:\/\/www.fool.com\/investing\/stock-market\/market-sectors\/information-technology\/ai-stocks\/?utm_source=globeandmail&amp;utm_medium=feed&amp;utm_campaign=article&amp;referring_guid=e68c3a18-cb71-4063-8da8-eb6023d9631c\" target=\"_blank\" rel=\"noopener nofollow\">AI firm<\/a> is not yet public, there aren&#8217;t many ways for retail investors to buy a direct stake in it.<\/p>\n<p>Missed Nvidia in 2009? This Rare Signal Is Flashing Again.In 2009, a &#8220;Double Down&#8221; signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same &#8220;Total Conviction&#8221; signal is flashing for a company 1\/100th the size of Nvidia. <a href=\"https:\/\/api.fool.com\/infotron\/infotrack\/click?apikey=35527423-a535-4519-a07f-20014582e03e&amp;impression=cb6e36a0-0f2c-4b92-ac26-82e8d8b3450f&amp;url=https%3A%2F%2Fwww.fool.com%2Fmms%2Fmark%2Fa-sa-dd-total-conviction%3Faid%3D11123%26source%3Disaediica0000078%26ftm_cam%3Dsa-dd-4%26ftm_veh%3Dtop_incontent_pitch_feed_partner%26ftm_pit%3D19478&amp;utm_source=globeandmail&amp;utm_medium=feed&amp;utm_campaign=article&amp;referring_guid=e68c3a18-cb71-4063-8da8-eb6023d9631c\" rel=\"noopener nofollow\" target=\"_blank\">Continue \u00bb<\/a><\/p>\n<p>There is an indirect way to get some exposure to Anthropic, however. That&#8217;s by owning the stocks of <a href=\"https:\/\/www.fool.com\/investing\/how-to-invest\/stocks\/how-to-invest-in-anthropic-stock\/?utm_source=globeandmail&amp;utm_medium=feed&amp;utm_campaign=article&amp;referring_guid=e68c3a18-cb71-4063-8da8-eb6023d9631c\" target=\"_blank\" rel=\"noopener nofollow\">companies<\/a> that have invested heavily in its pre-IPO shares.<\/p>\n<p><img decoding=\"async\" fetchpriority=\"high\" alt=\"Two hands in front of an electronic graphic representing AI.\" src=\"https:\/\/barchart-news-media-prod.aws.barchart.com\/FC\/271a4b1b54401a82a19b4a1aa09f25c6\/%3Furl%3Dhttps%253a%252f%252fg.foolcdn.com%252feditorial%252fimages%252f884433%252fgettyimages-2200550660.jpg%26amp%3Bw%3D700\"\/><\/p>\n<p class=\"caption\">Image source: Getty Images.<\/p>\n<p>That group starts with Amazon(NASDAQ: AMZN). The company&#8217;s $33 billion investment in Anthropic gave it an impressive 21% stake. Google&#8217;s parent company, Alphabet (NASDAQ: GOOGL)(NASDAQ: GOOG), holds a 15% stake in Anthropic and can&#8217;t invest more because the two are major competitors in the large language model space. (Alphabet owns Gemini AI). Salesforce(NYSE: CRM) has a $5 billion stake in the AI firm. Finally, Zoom Communications(NASDAQ: ZM) has a more modest $1.3 billion stake in it.<\/p>\n<p>Like everything else those companies own, their stakes in Anthropic are ultimately owned by their shareholders. So their investors should see a major benefit if Anthropic&#8217;s IPO brings it a valuation of $2 trillion or more.<\/p>\n<p>Several tech firms booked big gains from their SpaceX stakes<\/p>\n<p>There&#8217;s a recent precedent for this. In the second quarter of this year, two major technology firms had the biggest positive impact on overall S&amp;P 500 earnings due to their stakes in other firms. Alphabet reported earnings per share of $9.11, more than three times Wall Street&#8217;s expectations, driven by $98 billion in unrealized stock gains primarily from its ownership stake in Space Exploration Technologies (NASDAQ: SPCX), which went public that quarter.<\/p>\n<p>Similarly, Amazon reported $53.4 billion in income from a revaluation of its investment in Anthropic (pre-IPO companies are officially revalued during each new capital-raising round). Amazon shares soared following the release of its second-quarter results. If Anthropic stages a blockbuster IPO, that investment would be revalued significantly higher again.<\/p>\n<p>Neither Amazon nor Alphabet shares have had a particularly great 2026, however. After soaring in 2025, both stocks have delivered much more modest gains this year, mostly due to investors&#8217; concerns that their massive investments in AI infrastructure will not produce significant returns on investment. Salesforce&#8217;s share price is down 22% year to date, as investors fear that AI tools could render the company&#8217;s software obsolete.<\/p>\n<p>It&#8217;s not clear what the future holds for any of these companies, of course. AI technologies are already proving to be a seriously disruptive force &#8212; both positive and negative &#8212; for many industries.<\/p>\n<p>Where to invest $1,000 right now<\/p>\n<p>When our analyst team has a stock tip, it can pay to listen. After all, Stock Advisor\u2019s total average return is 965%* \u2014 a market-crushing outperformance compared to 212% for the S&amp;P 500.<\/p>\n<p>They just revealed what they believe are the <a href=\"https:\/\/api.fool.com\/infotron\/infotrack\/click?apikey=35527423-a535-4519-a07f-20014582e03e&amp;impression=3b5180dd-0fd6-47ec-ac1b-68cf655078f1&amp;url=https%3A%2F%2Fwww.fool.com%2Fmms%2Fmark%2Fe-sa-bbn-bn%3Faid%3D8867%26source%3Disaeditxt0001039%26ftm_cam%3Dsa-bbn-evergreen%26ftm_veh%3Darticle_pitch_feed_partners%26ftm_pit%3D17187&amp;utm_source=globeandmail&amp;utm_medium=feed&amp;utm_campaign=article&amp;referring_guid=e68c3a18-cb71-4063-8da8-eb6023d9631c\" rel=\"noopener nofollow\" target=\"_blank\">10 best stocks<\/a> for investors to buy right now, available when you joinStock Advisor.<\/p>\n<p><a href=\"https:\/\/api.fool.com\/infotron\/infotrack\/click?apikey=35527423-a535-4519-a07f-20014582e03e&amp;impression=3b5180dd-0fd6-47ec-ac1b-68cf655078f1&amp;url=https%3A%2F%2Fwww.fool.com%2Fmms%2Fmark%2Fe-sa-bbn-bn%3Faid%3D8867%26source%3Disaeditxt0001039%26ftm_cam%3Dsa-bbn-evergreen%26ftm_pit%3D17187%26ftm_veh%3Darticle_pitch_feed_partners&amp;utm_source=globeandmail&amp;utm_medium=feed&amp;utm_campaign=article&amp;referring_guid=e68c3a18-cb71-4063-8da8-eb6023d9631c\" rel=\"noopener nofollow\" target=\"_blank\">See the stocks \u00bb<\/a><\/p>\n<p class=\"disclaimer\" style=\"font-size: 0.65rem; color: #767676; margin-top: 5px; text-align: left;\">*Stock Advisor returns as of August 24, 2026. <\/p>\n<p><a href=\"https:\/\/www.fool.com\/author\/20665\/\" target=\"_blank\" rel=\"noopener nofollow\">Matthew Benjamin<\/a> has positions in Alphabet. The Motley Fool has positions in and recommends Alphabet, Amazon, Salesforce, and Zoom Communications. The Motley Fool has a <a href=\"https:\/\/www.fool.com\/legal\/fool-disclosure-policy\/\" target=\"_blank\" rel=\"noopener nofollow\">disclosure policy<\/a>.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" width=\"1\" height=\"1\" style=\"display:none;\" referrerpolicy=\"unsafe-url\" src=\"https:\/\/barchart-news-media-prod.aws.barchart.com\/FC\/271a4b1b54401a82a19b4a1aa09f25c6\/pixel%3Fslug%3Dmotleyfoolgm-2026-8-24-anthropic-has-a-65-billion-run-rate-buy-these-stocks-to-profit-from-it\"\/><\/p>\n","protected":false},"excerpt":{"rendered":"Anthropic, the owner and operator of the popular Claude chatbot, has an annualized revenue run rate of $65&hellip;\n","protected":false},"author":2,"featured_media":149317,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[8],"tags":[53,1320,1317,1316,1319,1318,1321,1310,34379,28725],"class_list":["post-149316","post","type-post","status-publish","format-standard","has-post-thumbnail","category-anthropic","tag-anthropic","tag-futures","tag-index-market-quote","tag-index-market-quotes","tag-index-market-symbol","tag-index-market-symbols","tag-indices","tag-the-globe-and-mail","tag-zm","tag-zoom-communications-inc"],"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts\/149316","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/comments?post=149316"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts\/149316\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/media\/149317"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/media?parent=149316"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/categories?post=149316"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/tags?post=149316"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}