
Breaking: Anthropic Closes $9B at a $185B Valuation
The round, led by a sovereign wealth fund, doubles the company's valuation in nine months.

The round, led by a sovereign wealth fund, doubles the company's valuation in nine months.

Hyperscaler spending is rewriting the S&P 500's earnings story. Here's where the next leg of the trade is hiding.

Inference costs are collapsing faster than pricing. That changes the entire moat conversation.

Internal staff papers point to a 0.8% structural lift to potential GDP growth — and a more hawkish reaction function.

Hyperscaler spending is rewriting the S&P 500's earnings story. Here's where the next leg of the trade is hiding.
