Zoom, which has a stake in Anthropic, is a good way to play the red-hot private AI firm, according to Virtus Investment Partners' Joe Terranova.
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Terranova said he bought the stock after Baird estimated the company’s investment in Anthropic is worth between $2 billion to $4…
The companies are among the opportunities he sees outside of the "Magnificent Seven" for his firm's growth strategy.
Anthropic growth has a positive readthrough for this stock, Bank of America said.
Unlike past Anthropic announcements that resulted in cyber and tech selling, this one was a breath of fresh air.
We always say discipline trumps conviction, and we don't want to be greedy after a tremendous rally.
Anthropic positioned its products as additive, rather than threatening, to existing software providers, analysts said.
