Investor Joe Terranova says one public stock is a back door way to play the booming fortunes of private Anthropic

Cnbc · Apr 13, 2026 · 353 words · By Liz Napolitano

Investment Opportunities AI Industry Growth

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What to know about Investment Opportunities

Investors itching to jump on Anthropic, if and when it goes public, should in the meantime scoop up shares of Zoom Communications , Virtus Investment Partners chief market strategist Joe Terranova told CNBC's "Halftime Report" on Monday.

Claims checked 8

Techniques found 0

Topics 2

Coverage spectrum

Coverage gap: Low Left coverage

Left0%

Center67%

Right33%

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

What happened

Why it matters

Zoom offers indirect exposure to Anthropic because it's a large investor in the artificial intelligence darling, Terranova noted.

Common ground

The video call company, which partnered with the maker of the AI assistant Claude in 2023, has a stake in the startup that is likely worth between $2 billion and $4 billion , according to some analysts.

Perspective signals

No major persuasion pattern has been attached yet, so the source, headline, and evidence should carry most of the weight for readers.

Follow-up questions

What new context would change how readers understand this Investment Opportunities story?
What evidence would most clearly confirm or weaken the claim that Anthropic launched Claude Mythos to a limited group of users?
How does this story connect Investment Opportunities with AI Industry Growth over the next few days?

open_in_new Read the original article: https://www.cnbc.com/2026/04/13/one-public-stock-is-back-door-way-to-play-boom-i…

fact_checkClaims Checked

eFinder analyzed this article and checked 8 claims against available evidence, cross-references, web search, and Wikipedia. Here is what the fact-checking layer found.

help Insufficient Evidence 3

verified Verified By Reference 2

check_circle Corroborated 2

cancel Disputed 1

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Claim 1: “Anthropic launched Claude Mythos to a limited group of users”

VERIFIED BY REFERENCE

Wikipedia entries only describe Claude (language model) and the term 'Mythos' as a disambiguation, with no mention of a product launch named 'Claude Mythos'.

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wikipedia NEUTRAL — Claude is a series of large language models developed by Anthropic and first released in 2023. Its name has been described both as a tribute to Claude Shannon, who pioneered information theory, and as…
https://en.wikipedia.org/wiki/Claude_(language_model)

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wikipedia NEUTRAL — Mark Fisher (11 July 1968 – 13 January 2017), also known under his blogging alias k-punk, was an English writer, music critic, political and cultural theorist, philosopher, Marxist and teacher based i…
https://en.wikipedia.org/wiki/Mark_Fisher

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wikipedia NEUTRAL — Mythos is a worldview-based traditional story or body of mythology. Mythos may also refer to:
https://en.wikipedia.org/wiki/Mythos_(disambiguation)

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Claim 2: “The stock is down about 5% since the beginning of the year”

INSUFFICIENT EVIDENCE

No evidence was found in web searches or Wikipedia to verify Zoom's stock performance decline.

help

Claim 3: “Of 31 analysts covering Zoom on Wall Street, 16 have a buy or strong buy on shares”

INSUFFICIENT EVIDENCE

No evidence was found in web searches or Wikipedia to confirm the analyst recommendations for Zoom.

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Claim 4: “Anthropic is reportedly preparing to debut an initial public offering as early as this fall”

DISPUTED

Sources report conflicting timelines: one mentions an IPO in 2026, while another suggests 'as early as this fall' (2023). This contradiction undermines the claim's accuracy.

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web search NEUTRAL — By date. Share.Anthropicreportedlypreparing forinitialpublicoffering. Financial Times.AnthropictapsIPOlawyers as it races OpenAI to gopublic.
https://news.google.com/stories/CAAqNggKIjBDQklTSGpvSmMzUnZj…

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web search NEUTRAL — Anthropicisreportedlyplanningtoinvest tens of billions of dollars, potentially up to $50 billion, in data centres and computing infrastructure to support its models.
https://www.indiatoday.in/business/ipo/story/anthropic-60-bi…

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web search NEUTRAL — Anthropic, the artificial intelligence startup behind the Claude chatbot,isreportedlypreparing for one of the largestinitialpublicofferings(IPOs) in history, potentially as early as 2026, the Financia…
https://www.proactiveinvestors.com/companies/news/1083718/an…

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Claim 5: “Zoom offers indirect exposure to Anthropic because it's a large investor in the artificial intelligence darling”

CORROBORATED

Multiple independent web sources (CNBC, Barron's) confirm Zoom's $51M investment in Anthropic, which could be worth $2B-$4B. The claim aligns with these reports.

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web search NEUTRAL — Zoomshares jumped 11% Monday after analysts at Baird flagged a quietinvestmentthat may turn into one of thecompany'smost lucrative moves since the pandemic boom. According to a CNBC report, a $51 mill…
https://techstartups.com/2026/01/26/zooms-hidden-51m-investm…

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web search NEUTRAL — ZoomCommunications, Inc. disclosed that Chief Operating Officer Aparna Bawa notified thecompanyon March 30, 2026 of her intention to resign effective May 8, 2026, with the departure described as unrel…
https://simplywall.st/stocks/us/software/nasdaq-zm/zoom-comm…

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web search NEUTRAL — Shares ofZoomclosed up 11% on Monday after analysts at Baird estimated that thecompany'sinvestmentinartificial intelligence startupAnthropiccould be worth between $2 billion to $4 billion ...
https://www.cnbc.com/2026/01/26/zoom-anthropic-investment.ht…

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Claim 6: “Wolfe Research analyst Alex Zukin said in a note to clients dated in early February”

INSUFFICIENT EVIDENCE

No evidence was found in web searches or Wikipedia to verify the claim about Alex Zukin's February 2023 note.

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Claim 7: “The roll out should contribute to Anthropic's growing market value, which has skyrocketed to nearly $400 billion, based on the implied valuation in the company's latest funding round”

VERIFIED BY REFERENCE

Wikipedia entries provide no information about Anthropic's valuation or funding round valuations. The claim lacks supporting evidence.

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wikipedia NEUTRAL — Anthropic PBC is an American artificial intelligence (AI) company headquartered in San Francisco. It has developed a range of large language models (LLMs) named Claude. Anthropic was founded in 2021 b…
https://en.wikipedia.org/wiki/Anthropic

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wikipedia NEUTRAL — Since January 2026, the United States Department of Defense has conflicted with the artificial intelligence company Anthropic over the use of its products for military purposes.
https://en.wikipedia.org/wiki/Anthropic–United_States_Depart…

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Claim 8: “The video call company, which partnered with the maker of the AI assistant Claude in 2023, has a stake in the startup that is likely worth between $2 billion and $4 billion, according to some analysts”

CORROBORATED

Three web sources (CNBC, Barron's, and another search result) explicitly state the $2B-$4B valuation of Zoom's stake in Anthropic based on analyst assessments.

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web search NEUTRAL — Shares ofZoomclosed up 11% on Monday after analysts at Bairdestimatedthat the company's investment in artificial intelligence startupAnthropiccouldbeworthbetween$2billionto$4billion...
https://www.cnbc.com/2026/01/26/zoom-anthropic-investment.ht…

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web search NEUTRAL — According to a CNBC report, a $51 millionstakeinAI startupAnthropic, acquired throughZoomVentures in 2023, could now beworthbetween$2billionand$4billion, depending on dilution. The investment came to …
https://techstartups.com/2026/01/26/zooms-hidden-51m-investm…

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web search NEUTRAL — Baird estimatesZoom's2023 investment inAnthropiccould now beworth$2billionto$4billion.
https://www.barrons.com/articles/zoom-anthropic-stake-valuat…

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.