Anthropic’s third-quarter numbers look impressive as revenue jumped 45% from the previous quarter to $16.8 billion, while the Claude developer told prospective investors it was profitable on an adjusted basis.…
Ideas
-
-
The Hang Seng Index dropped by 1.50% on Thursday as it continued to underperform the broader market. This weakness was driven by Lenovo Group, whose stock tumbled by double digits…
-
South Korean and Japanese stocks plunged on Thursday as investors widened their scrutiny of the AI boom from chip demand to the companies financing the infrastructure behind it. The KOSPI…
-
Samsung Electronics and SK Hynix stocks plunged on Thursday as investors shifted focus from chip supply to the customers financing the artificial intelligence boom. Samsung fell 9.3% and SK Hynix…
-
CoreWeave shares CRWV and bonds came under heavy pressure on Wednesday as investors grew increasingly concerned about the scale of borrowing by technology companies to finance the artificial intelligence infrastructure…
-
US financial markets faced renewed pressure on Wednesday as hotter-than-expected underlying inflation reinforced expectations of further Federal Reserve rate increases. Rising energy prices added to inflation concerns, while Treasury yields…
-
US stocks closed lower on Wednesday as hotter-than-expected inflation data increased expectations of further Federal Reserve interest rate hikes, weighing on technology shares and other rate-sensitive investments. The S&P 500…
-
Bending Spoons shares (BSP) surged on Wednesday after Berkshire Hathaway invested another $330 million in the Italian technology company, bringing its total investment to $930 million and increasing its stake…
-
Affirm’s stock fell more than 11.5% on Wednesday to its lowest level since October 1, leaving it down 25% from its high for the year. The selloff extended after strong…
-
Skydance (SKYD) shares are seemingly crashing on Wednesday morning, but this headline decline needs careful interpretation. The sell-off largely reflects the separation of shareholder warrants from the firm’s common stock,…