Anthropic IPO announcement odds drop on Kalshi following midterms and AI sell-off

Kalshi’s prediction market odds of Anthropic announcing an IPO have fallen after the US midterm elections and a sharp sell-off in AI-related shares. Investors are weighing whether Democratic gains could slow data-centre construction, potentially weakening expectations for continued AI growth.

Anthropic confidentially filed its IPO prospectus with the Securities and Exchange Commission in June. Texas governor-elect Gina Hinojosa has called for stronger protections before data-centre expansion; meanwhile, the Nasdaq closed more than 10% below its recent high, a level associated with a market correction. On Friday, the Nasdaq rose 1.3% and the S&P 500 0.7% as some chip and infrastructure shares rebounded, though several had suffered steep weekly losses.