# StoneX Reaffirms Nvidia Buy Rating as Seaport Opens Anthropic Coverage By Enna Lee Canonical URL: https://www.tokenpost.com/news/investing/43615 Published: 2026-10-29T14:53:25.000Z Updated: 2026-10-29T14:53:25.000Z Section: Investing > StoneX cited AI customer investment and financial backstops; Seaport deferred an Anthropic rating pending an IPO. StoneX reaffirmed its Buy rating on Nvidia, while Seaport began covering Anthropic without a rating, putting investor focus on AI demand, capital needs and the financing behind compute expansion. StoneX pointed to customer investments and financial backstops, including Broadcom’s role in the [Anthropic compute financing structure](). Bank of America, Blackstone, Citi and Morgan Stanley announced the $63 billion arrangement Oct. 26. A special-purpose vehicle will purchase Broadcom XPU accelerators and networking solutions, then lease them to Anthropic. Broadcom will provide residual-value support equal to the first-lien financing amount. Seaport cited Anthropic’s AI capabilities, capital intensity and governance in opening coverage. The firm deferred a rating pending the company’s IPO. Equipment deliveries under the financing structure are expected to begin in 2027. ## Links in this article - [Anthropic compute financing structure](https://www.tokenpost.com/news/business/41724)