Anthropic's IPO prospectus has pulled AI stocks back from the brink of collapse. Can they still go all out? Anthropic filed its IPO prospectus, reporting first-half revenue of $16.29 billion, a staggering 1304% year-over-year increase. The Philadelphia Semiconductor Index rose 2.82% in a single day. However, SOXX is still down 12.2% this month, and 25% from its peak. The market is betting on AI to be profitable, but it was still burning through cash in the first half of the year. Too much of a boost has taken its toll. SPCX is its template.