Nasdaq surges as CoreWeave earnings, Anthropic IPO help tech trade bounce back after Nvidia affair drama

The Nasdaq rose sharply after CoreWeave reported earnings and news of a prospective Anthropic IPO lifted sentiment in technology, helping the sector recover from recent turbulence tied to Nvidia-related controversy. The move reflects a risk-appetite channel: strong AI-infrastructure results and the prospect of a large new listing signal continued capital flowing into AI-linked equities, which tends to re-rate high-multiple growth names within the Nasdaq 100 (NDX). Nvidia (NVDA), as the dominant supplier of AI compute and the largest weight among the most affected names, is most sensitive to shifts in AI-spending expectations, while CoreWeave's results act as a read-through on demand for GPU capacity. The Anthropic IPO matters less for its immediate float than for what it implies about private AI valuations and the window for public-market exits. Traders should watch Nvidia's share price reaction and index breadth on the next session to judge whether the rebound is broad-based or confined to a handful of mega-cap names, alongside any follow-up disclosures on the Anthropic offering terms.

The Nasdaq-100 (NDX) is the US large-cap tech benchmark. NDX is more sensitive to rate decisions than SPX because of longer-duration cash flows, and heavily concentrated in Tech/Comms names — mega-cap earnings season dominates price action.

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