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    Ackman Praises Anthropic IPO Roadshow as Huang Exits Nvidia

    Section editor: ·Moderate4 articles covering this·2 news sources·Updated 21 minutes ago·World
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    Minimalist dark digital card featuring bold typography detailing Anthropic IPO valuation metrics and Bill Ackman market commentary.

    What happened

    Pershing Square founder Bill Ackman addressed Jensen Huang’s resignation as Nvidia CEO and praised Anthropic CEO Dario Amodei’s IPO roadshow presentation, while confirming his firm will skip direct investment in the offering due to valuation uncertainty.

    The Context

    * Leadership transition at chip ground zero: Following Jensen Huang's resignation on November 12, 2026, Nvidia is navigating interim leadership while market observers assess structural continuity across hardware supply chains. * Anthropic's public debut: The AI company is preparing for its Nasdaq debut under ticker ANT, pricing on November 18 and trading November 19, 2026, with an indicative target price range of $70 to $78 per share. * Capital allocation discipline: While Ackman praised Amodei’s focus on culture and operational talent, Pershing Square is bypassing direct equity allocations in favor of predictable, lower-volatility enterprise assets.

    The Number

    $1.4 trillion

    — the upper-band fully diluted valuation implied by Anthropic's $70–$78 per share IPO range, underscoring how enterprise AI multiples are testing the limits of risk-adjusted portfolio models.

    Takeaway

    Monitor the initial pricing of ticker ANT on November 18, 2026, as institutional participation levels will set the cost-of-capital benchmark for the entire enterprise software landscape.

    4 Articles
    Bloomberg Technology

    Ackman on Huang's Exit, Anthropic IPO Roadshow

    Bill Ackman, founder and CEO of Pershing Square, said it is sad to see Jensen Huang leave Nvidia and that he expects Huang to go on to do something great. In a Bloomberg interview with Isabelle Lee, Ackman also said he was impressed by Anthropic CEO ...

    about 8 hours ago
    Read Full Article
    Bloomberg Technology

    Ackman on Huang's Exit, Anthropic IPO Roadshow

    Bill Ackman, founder and CEO of Pershing Square, said it is sad to see Jensen Huang leave Nvidia and that he expects Huang to go on to do something great. In a Bloomberg interview with Isabelle Lee, Ackman also said he was impressed by Anthropic CEO ...

    about 8 hours ago
    Read Full Article
    Bloomberg Technology

    Nvidia Fallout, Microsoft Outage and Anthropic’s IPO Push

    Nvidia's board ousted co-founder and CEO Jensen Huang after reports of extramarital relationships, one involving Alice Huang, a Megaspeed executive whom U.S. officials reportedly determined was working for Chinese intelligence. The development, cover...

    about 10 hours ago
    Read Full Article
    Bloomberg Technology

    Nvidia Fallout, Microsoft Outage and Anthropic’s IPO Push

    Nvidia's board ousted co-founder and CEO Jensen Huang after reports of extramarital relationships, one involving Alice Huang, a Megaspeed executive whom U.S. officials reportedly determined was working for Chinese intelligence. The development, cover...

    about 10 hours ago
    Read Full Article
    Bloomberg

    Jensen Huang Saga Tests AI Trade Ahead of Anthropic IPO

    The base report from Bloomberg's Asia trade briefing frames the Jensen Huang saga as a test for the AI trade just ahead of Anthropic's planned IPO, with Bloomberg TV hosts previewing the story from Sydney as Asian markets opened. Coverage across outl...

    about 23 hours ago
    Read Full Article
    Bloomberg Technology

    Nvidia’s $10B Anthropic IPO Pledge in Focus With CEO Exit

    Nvidia's board reportedly ousted co-founder and CEO Jensen Huang amid reports of extramarital affairs, one involving a woman U.S. officials reportedly determined was working for Chinese intelligence, while Bloomberg coverage links the turmoil to Anth...

    Bloomberg Technology

    Nvidia’s $10B Anthropic IPO Pledge in Focus With CEO Exit

    Nvidia's board reportedly ousted co-founder and CEO Jensen Huang amid reports of extramarital affairs, one involving a woman U.S. officials reportedly determined was working for Chinese intelligence, while Bloomberg coverage links the turmoil to Anth...