BofA Sees Strong Demand for OpenAI, Anthropic IPOs

BofA's JD Moriarty said public markets can absorb massive potential IPOs from OpenAI, Anthropic and others, citing SpaceX's listing as evidence of strong institutional and retail demand for transformational tech firms. He also discussed how abundant private capital has changed the traditional IPO playbook.

• Broadcom in talks for over $50B financing for OpenAI chips2026-10-08
• Oura pauses IPO as Anthropic prospectus reveals cost of AI ambitions2026-09-29
• SpaceX, OpenAI and Anthropic valued above all US IPOs of past 45 years2026-09-23
• Anthropic Reportedly Delays IPO After OpenAI2026-09-20
• Building Trust in Frontier AI Is Critical2026-09-14