Billionaire funds pile into Amazon as AI lag persists
A roster of billionaire fund managers has spent the past year quietly turning Amazon into their largest or second-largest position, betting that the m
Anthropic
Every Fin-node story mentioning Anthropic — 33 stories, newest first.
Anthropic · 33 stories
SpaceX Revenue Doubles on Compute Pivot While Shares Slide
SpaceX posted $7.8 billion in second-quarter revenue, a 92 percent jump from $4 billion a year earlier, driven by a compute-hosting pivot that the com
Amazon Lifts CapEx to $220 Billion as Cloud Growth Hits 43%
Amazon raised its 2026 capital expenditure target to $220 billion from $200 billion Thursday, pointing the bulk of the increase at AI infrastructure a
Palantir revenue surges 93% on commercial AI demand
Palantir reported second-quarter revenue of $1.94 billion, a 93% jump from a year earlier that blew past the $1.8 billion consensus and sent shares up
Amazon's Anthropic Stake Nears $210 Billion on IPO Plans
Amazon's 21 percent stake in Anthropic could be worth more than $210 billion if the AI startup achieves its reported $1 trillion valuation in an Octob
Palantir commercial revenue surges 149% on AI sovereignty demand
Palantir’s U.S. commercial business grew 149% to $764 million in the second quarter, the line item that blew past every model on the Street and sent s
AMD commits up to five billion to Anthropic for two gigawatt Helios deployment
Advanced Micro Devices said Wednesday it will invest up to $5 billion in Anthropic "in the future" as the AI company agrees to deploy two gigawatts of
Amazon Shares Jump After Cloud Revenue Outpaces Capex Concerns
Amazon shares rose nearly 10 percent in after-hours trading Thursday after the company reported second-quarter net sales growth of 20 percent and clou
Leopold Aschenbrenner's AI-focused hedge fund Situational Awareness saw its assets shrink from
a peak of $45 billion earlier this month to roughly $10 billion by Thursday after forced liquidation of leveraged equity positions to Citadel at a dis
Microsoft posts $90 billion quarter on AI gains
Microsoft beat analysts’ expectations in the fiscal fourth quarter ended June, reporting $90 billion in revenue and $35.8 billion in net income. The r
Samsung Q2 profit surges 19-fold on AI chip demand
Samsung Electronics posted a record 89.5 trillion won ($62 billion) in operating profit for the June quarter, a more than 19-fold increase from a year
Amazon’s e-commerce engine roars back as AWS hits 37% growth
Amazon shares surged 13% Friday after the company posted its strongest quarterly growth in five years, with revenue climbing 20% to $200.6 billion and
Meta Shares Plunge On $145 Billion AI Spend Plan
Meta shares dropped more than 8% after hours as the company laid out a $130 billion to $145 billion AI investment plan for the year while missing seco
Microsoft logs $3.2 billion Anthropic gain in single quarter
Microsoft's $5 billion bet on Anthropic produced a $3.2 billion paper gain in the June quarter, a one-period windfall that nearly matched the full-yea
Amazon Capex Hits 220 Billion as AWS Growth Accelerates
Amazon shares jumped more than 9 percent in after-hours trading Thursday after the company delivered a quarter that made the bull case look almost too
Morgan Stanley leads $15B loan for Anthropic Texas campus
Morgan Stanley is arranging a $15 billion loan to Nexus Data Centers for an AI campus in Hubbard, Texas, built for Anthropic and backstopped by Google
Azure Hits $100 Billion Annual Revenue
Microsoft’s Azure cloud business crossed $100 billion in annual revenue for the first time in the fiscal year just ended, a 41 percent jump from $75 b
Microsoft Azure Forecast Lifts Shares as Meta Stumbles on Costs
Microsoft shares jumped as much as 10% in pre-market trading on Thursday after the company forecast accelerating Azure growth and posted record quarte
Alphabet Goes Cash Flow Negative on $44.9 Billion AI Buildout
Alphabet posted negative free cash flow of $5.9 billion in the second quarter, the first time since its 2004 IPO that the company has burned more cash
Meta Earnings Test AI Spending Discipline
Meta Platforms reports second-quarter results after the close today, and the market has already decided the story: the stock has clawed back roughly 1
Blackstone Hits $1.35 Trillion AUM on Data Center Surge
Blackstone’s assets under management climbed to a record $1.35 trillion in the second quarter, an 11 percent increase from a year earlier, as the firm
Glow reaches unicorn status with $180M Series A
A cybersecurity startup founded last year by former Meta and Snowflake executives just raised $180 million at a $1.2 billion valuation before disclosi
AMD Commits Five Billion to Anthropic for Helios Rollout
Advanced Micro Devices is putting $5 billion of equity into Anthropic to lock in a multi-gigawatt pipeline for its Instinct MI455X GPUs, a bet that th
Meta Turns Power Scarcity Into $10 Billion Cloud Bet
Meta Platforms has quietly become a commercial cloud landlord, leasing energized AI compute capacity to Anthropic in a deal valued at up to $10 billio
The Bet That Broadcom Overtakes Apple and Microsoft
A prediction published this week argues Broadcom will surpass Apple and Microsoft in market value within a decade, a call that requires the chipmaker
AI Lobbying Surges as Big Tech and Defense Pull Back
OpenAI and Anthropic spent a combined $3.17 million on federal lobbying in the second quarter, a 23 percent jump from the first three months of the ye
Buffett Claims Alphabet Stake as His Own
Warren Buffett does not usually sign his work, but in a recent interview he made clear that Berkshire Hathaway’s Alphabet position was his call. That
Nvidia's $20 Trillion Valuation Bet Hinges on Data Center Surge
Jensen Huang is betting that global data center capital expenditures will hit $4 trillion annually by 2030, a fivefold jump from an estimated $800 bil
Apollo Frames Private Credit as Cupcake With Sprinkles
Apollo Global Management took to LinkedIn this week with a frosted cupcake and a message: the $40 trillion private-credit universe is 95 percent inves
Goldman Sachs Shares Hit Record After Blowout Quarter
Goldman Sachs shares surged 7.5 percent to an intraday record of roughly $1,136 on Tuesday after the bank reported second-quarter revenue that jumped
Alibaba ADRs climb after Apple confirms Qwen integration
U.S.-listed shares of Alibaba rose 4 percent in premarket trading Wednesday after the Chinese conglomerate confirmed its Qwen artificial intelligence
Amazon chip commitments top $225 billion as AWS silicon scales
Amazon chief executive Andy Jassy put a striking figure on the company’s in-house silicon effort during the first-quarter earnings call in April, sayi
Fireworks AI reaches $17.5 billion valuation as enterprises hunt cheaper inference
Nvidia-backed Fireworks AI said Thursday it has raised $1.5 billion at a $17.5 billion valuation after annualized revenue surged past $1 billion, a fi