Anthropic’s slowing growth could be the AI trade’s latest red flag

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• Anthropic to disclose new revenue numbers as AI lab financials become central to tech trade

  Anthropic plans to disclose its third-quarter financials for the first time at a Wednesday meeting with institutional investors, ahead of what could be the largest IPO in history, according to two people familiar with the matter. The timing follows last week's confusion over an OpenAI revenue report, in which an updated $50 billion figure, below the widely reported $70 billion, stripped out cloud partner revenue and weighed on semiconductor stocks and the Nasdaq. Anthropic could list at a valuation of about $2 trillion based on its latest reported revenue, which could top $100 billion by year-end, though its S-1 financials have not been made public. Reuters reported the listing will be in November, but people familiar could not confirm a date. Broadcom CEO Hock Tan said rising rates could make access to capital the biggest constraint on AI companies, and chip stocks fell Tuesday.

  CNBC·13/10, 14:55Anthropicartificial intelligencetech stocks
• AI Stocks Are Hurting. Look at These Other Sectors for Protection.Yahoo Finance·15/10, 18:43▼ NVDA▼ GOOGL▼ META▼ MSFTartificial intelligencetech stocksAI investment
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• Meta Launches Muse Wonder, Its First Frontier AI Model: Can It Pay for the Capex?

  Meta released Muse Wonder and Muse Wonder Full, its first frontier models from Meta Superintelligence Labs, and the stock rose about 3.4% to close at $742.96. Muse Wonder is available now via Meta's API and Muse Code at $4 per million input tokens and $20 per million output, while Muse Wonder Full is reserved for Muse Code subscribers. Independent evaluator Artificial Analysis scored Wonder Full at 56 on its Intelligence Index, up from 48 for Muse Spark and level with Claude Sonnet 5.5. Capital expenditure reached $30.12 billion in the second quarter of 2026, up 82% year over year, and the last four quarters total about $89 billion. The mean analyst price target of $799 implies limited upside, and the article questions whether Wonder can generate enough revenue to offset that spending.

  Yahoo Finance·13/10, 15:33▲ METAMETAartificial intelligenceAI investment
• The AI Spending Boom Could Be Just Getting Started for This Company

  Marvell Technology (MRVL) is up 230.85% year to date after its Investor Day set a large long-term revenue target and TD Cowen upgraded the stock. Fiscal second-quarter revenue rose 36.5% to $2.739 billion, above the $2.707 billion consensus, with non-GAAP EPS of $0.94. Management raised its fiscal 2027 revenue forecast to roughly $12 billion. The bull case reaches $355.14 on custom silicon growth, while the bear case sees $232.04 due to reliance on a few hyperscalers, China trade restrictions and $4.963 billion in long-term debt. The article's price target is $304.24, a buy rating, versus $280.75 in premarket trading.

  Yahoo Finance·12/10, 12:00AI investmentartificial intelligencetech stocks
• Should you Buy Amazon Stock Before October 29? History Has a Clear Answer.

  Amazon is scheduled to report Q3 2026 earnings on Oct. 29. The article notes the stock rose significantly the day after each of the previous three Q3 reports, though a Q4 earnings miss last year led to a decline. Amazon has pledged $220 billion in capex for this year, a sum that has strained its finances and raised investor concern. AWS made up just 21% of Q2 revenue but most of operating income, and its revenue grew 37% year over year, up from 17.5% a year earlier. A $53.4 billion pre-tax gain on its Anthropic investment inflated Q2 net income and pushed the trailing P/E down to 20, while the forward P/E of 31 is low compared with past years when Amazon routinely traded above 50 times earnings.

  Yahoo Finance·17/10, 18:47AmazonearningsAI investment

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