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Anthropic’s $90.4B Mega-IPO Demand vs. 5% Yield Reality | Clean Wall Street Atrium Photo Attached Wall Street spent the past week dumping AI stocks over "capex fatigue"—yet institutional investors are simultaneously lining up to oversubscribe a single $90.4 billion AI IPO multiple times over. Anthropic is kicking off its landmark roadshow, targeting a staggering $90.4 billion capital raise across its public listing and private placement at a valuation stretching up to $1.4 trillion. Even with 10-year Treasury yields flirting near 5% and hawkish Federal Reserve rhetoric hanging over trading desks, anchor institutional demand has already eclipsed the available share supply. This split-screen reality captures the defining tension of late-2026 capital markets: public equity traders are punishing near-term margin compression and rising borrowing costs, while long-horizon sovereign funds and asset managers are fighting for a seat at the table of foundational AI monopolies. As the Nasdaq climbs back toward its highs—powered by a 5.6% surge in the Philadelphia Semiconductor Index—this mega-IPO is shaping up to be the ultimate stress test for global liquidity and risk appetite.