The Claude maker confidentially filed its S-1 at a $965B valuation. The real story isn’t Anthropic — it’s what this does to the listed AI complex.
The cybersecurity leader crossed $5 billion in ARR and announced a 4-for-1 stock split. The post-earnings selloff may be the setup.
Before Anthropic trades publicly, there’s already a trillion-dollar infrastructure play sitting in plain sight
An +11% single-session surge is not noise. It is a repricing event. Here is what the partnership economics look like beneath the headline.
AI data centers are signing decade-long power agreements with nuclear operators. Uranium near $86/lb. SMRs moving from concept to construction. Here’s how to think about the entry.
NVDA just delivered $81.6B in revenue and record net income. The post-earnings drift tells a more complicated story.
Between Iran ceasefire signals, record backlogs, and Palantir’s 85% revenue surge, the defense sector just got a lot more complicated.
