Browsing Tag
Anthropic
148 posts
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%.
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.