Anthropic Wants Its Own Silicon
August 8, 2026 The Chip Anthropic Doesn’t Have Yet Samsung 2nm talks, a $10B Broadcom order already on the books,…
August 8, 2026 The Chip Anthropic Doesn’t Have Yet Samsung 2nm talks, a $10B Broadcom order already on the books,…
Institutions and retail saw the same SpaceX earnings, and reached opposite conclusions. The lockup calendar will test who is wrong.
August 8, 2026 Uber Cracked the AI Cost Problem. Now Comes the Hard Part. It burned its entire 2026 AI…
Record margins and a new $14B buyback, but guidance fell short of consensus and investors are fixating on one contract figure.