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Anthropic Is Growing 50%, Microsoft Isn’t

Yesterday, Anthropic announced that its revenue grew 50% quarter over quarter to $16.8 billion. On the back of an envelope, its 2027 revenue could exceed $100 billion. That is about Morgan Stanley’s annual revenue.…

Douglas A. McIntyre · 14 hours ago

Oracle Fell Nearly 9% as CoreWeave’s Bond Scare Spread

CoreWeave's bond market flashed a warning that spread far beyond one AI startup, and Oracle shareholders absorbed a nearly 9% loss before the trading day even ended. What happens to Oracle's $664 billion backlog…

Omor Ibne Ehsan · 15 hours ago