Browsing Tag
Anthropic
115 posts
Broadcom (AVGO) drops after hours despite record revenue and 143% AI chip growth
Broadcom posted record revenue up 48% and AI chip sales up 143%, then fell as much as 14% after hours. A blowout met expectations too high to satisfy.
Project Lightwell: IBM and Red Hat build a clearinghouse to patch open source at scale
IBM and Red Hat are wagering $5 billion that open source security is a subscription business. What Project Lightwell means for the supply chain, inside.
Claude Opus 4.8 lands as Anthropic squeezes GPT-5.5 and Gemini 3.5 Flash
Anthropic ships Claude Opus 4.8 with sharper judgement and cheaper fast mode, squeezing GPT-5.5 and Gemini 3.5 Flash on enterprise agent contracts.
Anthropic’s $965bn mark resets the AI race as an October IPO looms
Anthropic's $65 billion Series H values it at $965 billion, leapfrogging OpenAI as Micron, Samsung, and SK hynix join the compute arms race. Read more.
Fujitsu ($FJTSF) signs dual AI pacts with Anthropic and OpenAI to lead Japan’s enterprise AI shift
Fujitsu signed dual AI pacts with Anthropic and OpenAI, deploying Claude to 100,000 staff just eight days after Hitachi, escalating Japan's enterprise AI race. Read more.
Salesforce just showed Wall Street the AI numbers, so why is $CRM still stuck in the penalty box?
Salesforce raised guidance and showed Agentforce growth, but $CRM investors still fear AI could rewrite enterprise software economics.
Scottish Mortgage (LSE: SMT) delivers 27.4% NAV return as SpaceX nears IPO and AI buildout reshapes the portfolio
Scottish Mortgage returns 27.4% as SpaceX swells past 19% of assets and shares jump to a 52-week high premium, turning SMT into a leveraged bet on one IPO.
Why OpenAI’s growing legal bench signals the next phase of AI power politics
OpenAI’s Big Law buildout shows AI’s next battle is legal, financial and regulatory. See why lawsuits may shape the sector’s future.
Can Bristol Myers Squibb turn Claude into pharma’s first enterprise AI operating layer?
Bristol Myers Squibb is moving Claude beyond chatbots. The bigger test is whether agentic AI can change how pharma actually works.
Can SpaceX’s IPO turn Elon Musk’s rocket company into Wall Street’s next AI infrastructure giant?
SpaceX’s IPO filing reveals huge AI spending, losses and Musk control. Find out why Wall Street may value it beyond rockets.