AI-related tech stocks to fall due to Anthropic's ARR below expectations

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AI-related tech stocks are expected to fall significantly today because buyers perceive Anthropic's $65 billion ARR as below expectations, with previous expectations ranging from $69 billion to $75 billion. This will likely lead to a pullback in hardware tech stocks, shifting market focus from cloud vendor Capex growth to consumer-side ARR growth from Anthropic and OpenAI.