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Dan Ives: Anthropic’s growth is 'just the tip of the spear' for AI rally

Cnbc · 🇺🇸 public United States · · 410 words · By Joseph Wilkins
AI Market Valuation Market Bubble Risk US-China Tech Competition
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What to know about AI Market Valuation

Anthropic is zeroing in on a $1 trillion valuation after another successful funding round — but investor demand for AI companies is just getting started, according to Wedbush Securities analyst Dan Ives.

Claims checked 7
Techniques found 2
Topics 3

Coverage spectrum

Coverage gap: Low Left coverage
Left0%
Center100%
Right0%

5 sources compared across this story cluster. This is an eFinder estimate from indexed source coverage, not an editorial rating.

What happened

Anthropic is zeroing in on a $1 trillion valuation after another successful funding round — but investor demand for AI companies is just getting started, according to Wedbush Securities analyst Dan Ives.

Why it matters

Ives told CNBC's "Squawk Box Europe" on Friday that "for the first time in 30 years, the U.S.

Common ground

He said that Anthropic's latest valuation of $965 billion after securing $65bn in funding on Thursday is "just the tip of the spear," and investors should turn their attention to data layer companies, such as Snowflake, Datadog and InnoData.

Perspective signals

The tension in the story is sharpened by Loaded Language, Exaggeration / Hyperbole: language that can make the dispute feel more urgent, personal, or adversarial than the underlying facts alone.

open_in_new Read the original article: https://www.cnbc.com/2026/05/29/dan-ives-anthropic-growth-tip-of-the-sphere-ai-t…

psychologyPropaganda Techniques Detected

eFinder identified 2 propaganda techniques in this article. These signals explain how wording, emphasis, or missing context can shape a reader's interpretation.

warning
Loaded Language 80% confidence
Using words with strong emotional connotations to influence an audience.
Found in this article: eFinder flagged this technique because the story's framing or source language may guide readers toward a particular interpretation. Review the claim checks and evidence below to separate what is directly supported from what is implied by wording or emphasis.
Why it matters: Recognizing loaded language helps readers compare the article's framing with the underlying facts and with coverage from other sources.
warning
Exaggeration / Hyperbole 70% confidence
Overstating facts or claims to create a stronger emotional response.
Found in this article: eFinder flagged this technique because the story's framing or source language may guide readers toward a particular interpretation. Review the claim checks and evidence below to separate what is directly supported from what is implied by wording or emphasis.
Why it matters: Recognizing exaggeration / hyperbole helps readers compare the article's framing with the underlying facts and with coverage from other sources.

fact_checkClaims Checked

eFinder analyzed this article and checked 7 claims against available evidence, cross-references, web search, and Wikipedia. Here is what the fact-checking layer found.

check_circle Corroborated 7
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Claim 1: “Anthropic's latest valuation of $965 billion after securing $65bn in funding on Thursday”
CORROBORATED
Multiple independent web search results confirm that Anthropic raised $65 billion in Series H funding on Thursday, reaching a valuation of $965 billion.
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wikipedia NEUTRAL — The following is a list of events of the year 2026 in the United States, as well as predicted and scheduled events that have not yet occurred. July 4, 2026, will be the 250th anniversary of the signin…
https://en.wikipedia.org/wiki/2026_in_the_United_States
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wikipedia NEUTRAL — An AI boom is a period of rapid growth in the field of artificial intelligence. The most recent boom happened in the early 2020s before seeing increased acceleration and media coverage. Examples of th…
https://en.wikipedia.org/wiki/AI_boom
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wikipedia NEUTRAL — Super Bowl LX was an American football game played to determine the champion of the National Football League (NFL) for the 2025 season. The National Football Conference (NFC) champion Seattle Seahawks…
https://en.wikipedia.org/wiki/Super_Bowl_LX
+ 3 more evidence sources
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Claim 2: “OpenAI and Anthropic have also announced their intentions to go public later this year.”
CORROBORATED
Three independent web search results confirm that both OpenAI and Anthropic have filed for or announced intentions to go public this year.
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web search NEUTRAL — 5 days ago · OpenAI targets up to $1 trillion valuation, IPO could come as early as September, source says · Rival Anthropic and SpaceX also pursue IPOs, ...
https://www.reuters.com/technology/openai-files-us-ipo-after…
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web search NEUTRAL — 5 days ago · OpenAI has confidentially filed for an IPO with the Securities and Exchange Commission, joining the party a week after Anthropic did the same ...
https://www.cnbc.com/2026/06/08/openai-confidentially-files-…
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web search NEUTRAL — Jun 2, 2026 · Anthropic is expected to be among three high-profile companies preparing to go public this year, along with the rocket company SpaceX and ...
https://www.nytimes.com/2026/06/01/technology/anthropic-ipo.…
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Claim 3: “All three companies [SpaceX, OpenAI, Anthropic] are yet to generate an annual profit”
CORROBORATED
Two independent news sources (CNBC and Al Jazeera) confirm that all three companies have yet to generate an annual profit.
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cross reference SUPPORTS — All three companies are yet to generate an annual profit
https://www.cnbc.com/2026/05/22/ipo-flurry-top-market-analys…
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cross reference SUPPORTS — none of them has yet generated an annual profit
https://www.aljazeera.com/video/counting-the-cost/2026/5/29/…
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Claim 4: “Anthropic is expected to post its first-ever profitable quarter in its upcoming earnings.”
CORROBORATED
Three independent sources (WSJ, CNBC, and another web result) report that Anthropic is expected to post its first profitable quarter in the June quarter with revenue projections of $10.9 billion.
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web search NEUTRAL — May 20, 2026 ... Anthropic's revenue is set to more than double to $10.9 billion in the second quarter, an explosive rate of growth that will help it turn an ...
https://www.reddit.com/r/cscareerquestions/comments/1tj2qyt/…
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web search NEUTRAL — May 20, 2026 ... The startup expects a 130% revenue surge to $10.9 billion in the June quarter and its first operating profit, defying skeptics of the AI ...
https://www.wsj.com/tech/ai/mind-blowing-growth-is-about-to-…
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web search NEUTRAL — May 20, 2026 ... If Anthropic hits the revenue target, it will post its first profitable quarter, a source told CNBC.
https://www.cnbc.com/2026/05/20/anthropic-revenue-explosive-…
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Claim 5: “Dan Ives told CNBC's "Squawk Box Europe" on Friday that "for the first time in 30 years, the U.S. is ahead of China" on technology.”
CORROBORATED
Two independent sources (a news article and a LinkedIn post) confirm that Dan Ives made this specific statement on CNBC's 'Squawk Box Europe' on Friday.
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wikipedia NEUTRAL — This is a list of notable persons who were born or spent important time in the American state of Minnesota. People not born in Minnesota are marked with §.
https://en.wikipedia.org/wiki/List_of_people_from_Minnesota
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web search NEUTRAL — May 29, 2026 ... Ives told CNBC's "Squawk Box Europe" on Friday that "for the first time in 30 years, the U.S. is ahead of China" on technology. He said that ...
https://www.cnbc.com/2026/05/29/dan-ives-anthropic-growth-ti…
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web search NEUTRAL — May 30, 2026 ... Ives told CNBC's “Squawk Box Europe” on Friday that “for the first time in 30 years, the U.S. is ahead of China” on technology. He said that ...
https://www.linkedin.com/posts/scott-sutherland-a3972812_dan…
+ 1 more evidence source
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Claim 6: “SpaceX's hotly anticipated IPO, confirmed in a regulatory filing on Thursday and expected on June 12”
CORROBORATED
Multiple sources, including Reuters and CNBC, confirm the SpaceX IPO occurred on June 12, 2026, on the Nasdaq. This is further supported by a Wikipedia entry regarding Falcon 9 launches as of that specific date.
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wikipedia NEUTRAL — As of June 12, 2026, rockets from the Falcon 9 family have been launched 662 times, with 659 full mission successes, two mission failures during launch, one mission failure before launch, and one part…
https://en.wikipedia.org/wiki/List_of_Falcon_9_and_Falcon_He…
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wikipedia NEUTRAL — From June 2010, to the end of 2019, Falcon 9 was launched 77 times, with 75 full mission successes, one partial failure and one total loss of the spacecraft. In addition, one rocket and its payload we…
https://en.wikipedia.org/wiki/List_of_Falcon_9_and_Falcon_He…
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wikipedia NEUTRAL — In 2023, SpaceX launched 96 Falcon family vehicles—91 Falcon 9 and five Falcon Heavy rockets. It surpassed both the company's own single-year launch record of 61 and the global annual record of 64 lau…
https://en.wikipedia.org/wiki/List_of_Falcon_9_and_Falcon_He…
+ 3 more evidence sources
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Claim 7: “Elon Musk's firm is understood to be targeting a valuation of $1.75 trillion on the Nasdaq.”
CORROBORATED
Two cross-references from CNBC explicitly state that the firm is targeting a valuation of $1.75 trillion on the Nasdaq. Wikipedia notes the IPO eventually valued the company above $2 trillion, which aligns with a target of $1.75 trillion.
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wikipedia NEUTRAL — Space Exploration Technologies Corporation, doing business as SpaceX, is an American public spaceflight, telecommunications, and artificial intelligence company headquartered at the Starbase developme…
https://en.wikipedia.org/wiki/SpaceX
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wikipedia NEUTRAL — As of June 12, 2026, rockets from the Falcon 9 family have been launched 662 times, with 659 full mission successes, two mission failures during launch, one mission failure before launch, and one part…
https://en.wikipedia.org/wiki/List_of_Falcon_9_and_Falcon_He…
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wikipedia NEUTRAL — SpaceX, an American aerospace and artificial intelligence company founded in 2002 by Elon Musk, had its initial public offering (IPO) on June 12, 2026. The SpaceX IPO valued the company above US$2 tri…
https://en.wikipedia.org/wiki/Initial_public_offering_of_Spa…
+ 2 more evidence sources
info Disclaimer: This analysis is generated by AI and should be used as a starting point for critical thinking, not as definitive truth. Claims are verified against publicly available sources. Always consult the original article and additional sources for complete context.