Filing: Anthropic says it had $5B+ in all-time revenue since 2023 and could lose billions after clients paused deal talks due to supply-chain risk designation
Now billions of dollars in revenue for just this year is at stake and customers/prospects are already asking for new terms or backing out. — www.wired.com/story/anthro...
Caterpillar hits a $300B market cap for the first time, driven by demand for its data center power generation equipment; CAT is up 12% in 2026 to a record ~$640
Caterpillar Inc. shares extended a turbocharged rally fueled by bets on the industrial giant's artificial intelligence prospects …
Filings: Chinese AI startups Zhipu and MiniMax report 2024 revenue of $44.4M and $30.5M, respectively, as both prepare for Hong Kong IPOs in the coming weeks
Chinese OpenAI contenders MiniMax and Zhipu AI offered the first look into their business models and profit prospects in listing filings …
Apple Music's growth may be stymied by the lack of a free tier as a funnel; Midia: on a weekly level, 43% of consumers used Spotify and 16% turned to Apple
The service's lack of a free tier might be dimming its prospects with music consumers, particularly in emerging markets — Welcome back to Soundbite.
Trade Desk's stock drops 35%+ after the company's latest earnings and projections heightened concerns about its growth prospects amid Amazon's ad-tech threat
Here's Why the Market Panicked I've learned that when a stock drops 30% in a single session, there's usually more to the story than a slightly soft forecast. That's exactly what happened to The Trade ...
Thoughts on the foldable iPhone's prospects ahead of next year's launch; sources: Apple will add a second, portrait-side front-facing camera to the M5 iPad Pro
When the first foldable iPhone debuts next year, it will be the least Apple-like launch ever.
A recent surge in high-profile cyberattacks is boosting cyber insurers' prospects, with global premium volume expected to hit ~$30B by 2030, growing at 10% YoY
A recent surge in high-profile cyberattacks is offering an opportunity for insurers including Munich Re AG and Chubb Ltd. to cash …
Sources: the US Commerce Department plans changes to Biden's $42.5B broadband grant to let states award more funds to satellite internet providers like Starlink
like e-911 calls. Michael Derby / @michaelsderby : Government now looking to divert more cash to Musk's Starlink internet service, as the Trump ally continues to self police his many conflicts of inte...
Sources: X is in talks to raise funds at a $44B valuation, matching the price Elon Musk paid for Twitter in 2022, as his proximity to Trump alters X's prospects
- Valuation is the same as Musk's 2022 Twitter acquisition — Billionaire has recently tapped private markets for big sums
CB Insights: a record 1,200 VC-backed unicorns have yet to IPO or get acquired; Carta: fewer than 30% of 2021 unicorns raised funding in the past three years
The billion-dollar startup bubble is deflating, and more than $1 trillion in value is locked up in companies with dwindling prospects. Bluesky: @kellblog and @katieroof LinkedIn: Katie Roof , Erika Ha...