SpaceX, OpenAI, Anthropic $5.2 Trillion Tops All US Tech IPOs Since 1980

Alphabet has added Anthropic's Claude Opus 5.5 to Google Cloud, a move that comes as the company's shares slipped 2.8% to $337.6795. According to Anthropic, typical workloads on Claude Opus 5.5 cost 40% less to run than on Opus 5, with output arriving more than 30% faster. Input tokens are priced at $4 per million and output tokens at $20 per million. Reuters also reported the launch. Google can earn cloud revenue from customers who choose Claude even when they pass over its own Gemini models, though the question is whether more usage and infrastructure spending make up for cheaper model calls. GuruFocus notes that its $251.63 GF Value sits 34.2% below the displayed share price, leaving investors little room for disappointing returns on AI spending.

Meta's new Muse AI agent has reached 2.8 million downloads in its first 12 days across the US and Canada app stores, according to Sensor Tower data, surpassing ChatGPT's 1.3 million downloads over the same early window. Muse also set a new US daily download record of 264,000 on Sept. 19, its third straight day above 200,000, and has surged to the top spot on Apple's App Store. Shares of Meta have rallied by some 20% over the past two weeks as Muse mania has taken hold across markets and social media. All eyes now turn to CEO Mark Zuckerberg at his annual Meta Connect event later today, where investors expect details on how Muse will be integrated into Meta's smart glasses and fresh download and usage data. Meta Chief AI Officer Alexandr Wang has said usage is running well ahead of internal projections, framing Muse as the biggest consumer AI launch since ChatGPT. Separately, Gary Cohn, vice chair at IBM and former economic adviser to President Trump, said on Yahoo Finance's Sozzi Unleashed that he is not comfortable giving up his personal data and is not yet ready to use Muse in his daily life.

Citizens maintained a Market Outperform rating and a $550 price target on Microsoft, citing Chief Executive Satya Nadella's recent remarks on how artificial intelligence should be developed and deployed. Nadella outlined four priorities during a Sept. 14 discussion: keeping people in control of AI, broadening access to the technology, giving businesses greater control over their data and maintaining rigorous safety checks. Citizens analyst Patrick Walravens reiterated the firm's view in connection with those comments. Microsoft has also drafted a code of conduct for future AI systems, a framework emphasizing human oversight, external feedback and safeguards intended to keep people involved in decisions involving the technology. Separately, RBC Capital has maintained an Outperform rating and set a $640 price target, focusing on Microsoft's cloud infrastructure operations and organizational changes.