Browsing Tag
Anthropic
115 posts
CoreWeave (NASDAQ: CRWV) backlog hits $104bn as $39bn AI buildout tests leverage
CoreWeave’s $104 billion backlog and 112% Q2 growth validate AI demand, but $39 billion capex and $640 million interest keep $CRWV risky despite the rally.
River AI’s $1.1bn war chest: Can a four-month-old neolab crack enterprise AI?
Igor Babuschkin's River AI has landed $1.1 billion with Nvidia and AMD Ventures backing, squeezing closed-source labs on enterprise fine-tuning economics.
Palantir revenue surges 93% as US AI demand lifts $PLTR
Palantir’s Q2 revenue surged 93% and $PLTR jumped 29%, but a near-$390 billion valuation leaves little room for slower US AI demand or weaker margins.
Palantir revenue surges 93% as US AI demand lifts $PLTR
Palantir’s Q2 revenue surged 93% and $PLTR jumped 29%, but a near-$390 billion valuation leaves little room for slower US AI demand or weaker margins.
Meta debuts Muse Code coding agent to undercut Claude Code and Codex on price
Meta launched Muse Code powered by Muse Spark 1.2 to challenge Anthropic Claude Code and OpenAI Codex, with a 10x cheaper tier that trades data for access.
Volta Infra hits $2.4bn valuation as AI cloud buildout tests Europe’s compute ambitions
Volta Infra has reportedly raised funding at a $2.4 billion valuation and secured a $10 billion AI infrastructure agreement, but investors must decide whether Europe’s AI cloud capacity can scale fast enough to justify the hype.
Cognizant (CTSH) stock gains 43% in July as AI strategy strengthens Q2 growth
Cognizant’s Q2 growth and AI strategy lifted $CTSH 43% in July, but weaker quarterly bookings and acquisition debt keep execution risks firmly in focus.
Amazon Q2 2026 sales climb 20% to $200.6bn on fastest AWS growth in 18 quarters
Amazon Q2 sales climbed 20% to $200.6bn and AWS grew 36.7%, its fastest in 18 quarters, but a $53.4bn Anthropic gain and $220bn capex plan reshape the read.
Cognizant (CTSH) beat Q2 and lifted its EPS guide, so why did bookings just fall 6%?
Cognizant raised its 2026 EPS guide and deployed $1.1 billion on buybacks, yet Q2 bookings fell 6% and attrition climbed to 13%, complicating the CTSH thesis.
DXC Technology and ElevenLabs target production-scale voice AI for global enterprises
DXC and ElevenLabs target enterprise voice AI at scale, but bookings, revenue conversion and production deployments will determine the financial payoff.