linked stocks rally after Anthropic seeks record-setting IPO

** AI related stocks rise after Anthropic filed for potential record-breaking IPO, with co valued at ~$1.5 tln

** Listing shaping up as major test for investors increasingly concerned with returns on hefty AI investments

** "My initial views from the optimist, it speaks a lot that the AI trade is alive and well. That the penetration of AI will continue. It also bolsters the psychology looking at the other participants in this space" - Andre Bakhos, managing member, Ingenium Analytics

** Chipmakers NVIDIA NVDA.O and AMD AMD.O gain over 2 each; Intel INTC.O jumps 4.5%

** Marvell MRVL.O, Broadcom AVGO.O and Micron MU.O advance 2.2%-3.3% each

** Applied Materials AMAT.O gains 3.6%, Qualcomm QCOM.O rises 1.7%

** Hyperscaler Microsoft MSFT.O gains 1.1%

** Neocloud CoreWeave CRWV.O, IREN IREN.O surge ~5% each; Nebius NBIS.O advances 2.2%

** US-listed shares of TSMC 2330.TW and SK Hynix 000660.KS up 1.7%, 3.2% respectively

** xAI-owned SpaceX SPCX.O rises 1.1%

** Data-storage cos Western Digital WDC.O and Seagate Technologies STX.O rise 3.7% each; SanDisk SNDK.O up 2%

** Including sessions' move, Philadelphia Semiconductor Index .SOX up 56.5% YTD