MarketPulse

Anthropic

35 articles
The Motley FoolThe Motley Fool··Catie Hogan

Microsoft's 24% Plunge Creates Buying Opportunity Amid AI Investment Concerns

$MSFT's 24% 2026 decline amid $120B+ AI spending concerns masks strong fundamentals: 17% revenue and 60% earnings growth attract long-term buyers.
MSFTcapital expendituresearnings growth
Investing.comInvesting.com··Chris Markoch

CrowdStrike Stock Rebounds Amid AI Overblown Fears; Analysts See 20%+ Upside

CrowdStrike stock fell 16% on AI displacement concerns but analysts maintain 20%+ upside, citing limited Claude capabilities versus Falcon's comprehensive security platform.
CRWDstock declineAnthropic
BenzingaBenzinga··Chris Katje

SpaceX's $1.75T Valuation Exposes FTX's Billions in Missed Crypto Wealth

SpaceX's confidential IPO filing at $1.75T valuation highlights FTX's $52.5B in unrealized gains from liquidated venture positions, including Anthropic and Robinhood stakes.
HOODAnthropicSpaceX IPO
BenzingaBenzinga··Ananya Gairola

Pentagon AI Showdown: Judge Blocks Anthropic Restrictions as Sacks Levels 'Ruthless' Allegations

Federal judge blocks Pentagon's restrictions on Anthropic AI models. David Sacks criticizes Anthropic as 'ruthless' amid conflict-of-interest dispute involving Pentagon official and Perplexity AI.
AMZNGOOGGOOGLautonomous weaponsnational security
The Motley FoolThe Motley Fool··Rich Smith

Palo Alto Networks Tumbles 7% on Anthropic AI Threat Concerns

Palo Alto Networks stock dropped 7% amid reports of Anthropic's advanced Claude Mythos AI model with cybersecurity capabilities, raising competitive concerns.
PANWstock declineAnthropic
The Motley FoolThe Motley Fool··Adam Spatacco

Anthropic Hits $380B Valuation: How to Bet on AI's Rising Star Before IPO

Anthropic reaches $380 billion valuation on $14 billion ARR; AGIX ETF offers private equity exposure before potential IPO.
NVDAMSFTAMZNGOOGGOOGL+1artificial intelligenceETF
BenzingaBenzinga··Erica Kollmann

Palantir Doubles Down on Claude Despite Pentagon's Supply-Chain Warning

Palantir pursues Claude AI despite Pentagon's six-month phase-out order, while investor Michael Burry maintains 40% downside prediction citing valuation concerns.
PLTROpenAIAnthropic
BenzingaBenzinga··Namrata Sen

OpenAI's Revenue Surges Past $25B as IPO Looms, but Rivals Close In

OpenAI's annualized revenue exceeded $25 billion as of February 2026, up 17% year-over-year, while facing intensifying competition from Anthropic ahead of anticipated mid-2026 IPO.
NVDAAMZNGOOGGOOGLIPOrevenue growth
BenzingaBenzinga··Namrata Sen

Nvidia's $30B OpenAI Bet Signals Exit Strategy Before AI Startup IPO

Nvidia CEO Jensen Huang declares the company's $30 billion OpenAI investment likely final before IPO, scaling back from proposed $100 billion infrastructure deal.
NVDAMSFTAMZNSFTBYAnthropicventure capital
The Motley FoolThe Motley Fool··Keith Noonan

Palantir Gains on Geopolitical De-Escalation and Federal Contract Opportunities

Palantir jumped 4.3% on March 4, 2026, as Iran signaled de-escalation with U.S. and Israel, while Trump administration halted Anthropic government services, creating new federal contract opportunities for the defense tech firm.
PLTRgovernment contractsAnthropic
Investing.comInvesting.com··Jeffrey Neal Johnson

IBM Shares Recover After AI-Driven Selloff Proves Overdone

IBM stock rebounded after its 13.2% selloff proved overdone. Strong Q4 earnings, record free cash flow, and entrenched mainframe dominance support recovery.
IBMartificial intelligencefree cash flow
The Motley FoolThe Motley Fool··Keith Noonan

IBM Shares Slide 13% on AI Modernization Concerns

IBM shares fell 13% as AI tools threaten its legacy modernization business, which represents 23% of revenue. Investors worry about automation disrupting this critical earnings stream.
IBMstock declineAI disruption
Investing.comInvesting.com··Jordan Chussler

Major Tech IPO Pipeline: AI, Communications, and Fintech Set for 2026 Debuts

Three major tech companies—AI leader Anthropic, communication platform Discord, and fintech infrastructure firm Plaid—expected to debut on public markets in 2026.
PLDIFfintechAI
BenzingaBenzinga··Erica Kollmann

Anthropic's Latest AI Model Intensifies Pressure on Traditional Software Valuations

Anthropic's new Claude model intensifies concerns about AI disrupting traditional software business models, triggering an $830 billion market cap decline in the sector.
NVDAMSFTINTUCRMOKTA+1AI agentsAnthropic
The Motley FoolThe Motley Fool··Adam Spatacco

Amazon Stock Slides on AI Spending Plans; AWS Growth Signals Long-Term Positioning

Amazon stock down 14% YTD amid $200B AI spending plans, but AWS shows strength with 24% revenue growth and $244B contract backlog, signaling long-term positioning.
NVDAAMZNcapital expenditurescloud computing