Browsing Tag
Anthropic
115 posts
Anthropic defeats Pentagon blacklist in landmark military AI court ruling
A federal judge has ruled that the Pentagon unlawfully blacklisted Anthropic after the Claude developer resisted unrestricted military uses of its artificial intelligence.
Salesforce AI and Data ARR nears $3.9bn as Q2 revenue rises 11% and FY27 outlook increases
Salesforce reported 11% second-quarter revenue growth and nearly $3.9 billion of AI and Data ARR, while raising FY27 revenue guidance to $46.1-$46.4 billion and maintaining a 34.3% non-GAAP margin target.
Marvell’s Google AI chip deal could unlock $120bn as Broadcom faces new TPU rival
Marvell’s Google AI chip deal could unlock $120 billion of revenue and a 6% Google stake, reshaping $MRVL while Broadcom’s TPU dominance faces a new test.
Marvell hands Google $12.2bn warrant to close hyperscaler custom silicon sweep
Marvell's $12.2bn Google warrant vests only against $120bn in cumulative custom silicon revenue, six times its current data centre run rate through fiscal 2033.
Stripe agrees to acquire OpenRouter in what reporting values above $7bn
Stripe's $7.5bn OpenRouter deal, 5x May's valuation, tests whether it can stay neutral on AI routing while it processes payments for OpenAI and Anthropic.
SandboxAQ says AQCat can screen catalysts up to 20,000 times faster. Now scientists can ask Claude to run it
SandboxAQ has moved AQCat from limited access to general availability through Claude Science, combining a natural-language interface with physics-grounded catalyst calculations aimed at chemicals, energy and advanced materials R&D.
Shaires (AIM: SHR) builds $86.7m private AI portfolio as London investors weigh access against dilution
Shaires is assembling up to US$86.7 million of private AI and technology exposure, but indirect holdings and large new-share issuance make NAV growth the real test.
SpaceX finalises $60bn Cursor acquisition, targets Anthropic in AI coding fight
SpaceX closed its $60B all-stock Cursor acquisition on Aug 14, diluting 3.4% as Cursor's coding share slid from 41% to 26% under Anthropic pressure.
RELX profit rises 9%, but shares remain 30% below their high as AI fears refuse to disappear
RELX is growing revenue, profit and earnings per share while rolling artificial intelligence deeper into legal, scientific and risk products. Yet the shares remain roughly 30% below their 52-week high, leaving investors to decide whether AI is destroying the moat or strengthening it.
Microsoft earned $133.7bn, yet free cash flow fell. Where did the cash go?
Microsoft Corporation (NASDAQ: MSFT) delivered record fiscal 2026 revenue, operating income and net income, but cash property investment rose faster than operating cash flow and pushed a consistent free-cash-flow measure down 6.5%.