Anthropic CEO Dario Amodei is set to meet the White House chief of staff to address the company’s dispute with the U.S. government. The Pentagon labeled Anthropic a “supply-chain risk,” prompting a lawsuit and mixed court rulings, including one blocking restrictions on Claude AI and another allowing blacklisting to continue during litigation. The conflict followed Anthropic’s refusal to allow its models for autonomous weapons or domestic surveillance. Despite the standoff, the company reports rapid growth, from about $9 billion in annualized revenue at the end of 2025 to over $30 billion, more than 1,000 million-dollar clients, and a $100 million Project Glasswing with Apple and Microsoft.
Analyzing Scott Black (Trades, Portfolio)'s First Quarter 2026 13F Filing
Technology stocks rebound from March lows, adding $4 trillion in value while earnings growth outlook and AI spending remain in focus
NVIDIA stock has quietly started moving like Bitcoin at matched volatility, just as a Supreme Court tariff refund clears a major risk.
New enterprise suite targets rising competition from AI startups
Azure limits mask underlying demand strength
Earnings may clear doubts and lift outlook
New platform targets business automation needs
After a relatively muted run at the stock market, Apple (AAPL) investors were likely looking for a reason to feel better ahead of earnings, and Bank of America may have just given them one. The firm reiterated its Buy rating, kept its $325 price target intact, and forecasts a healthy 23.4% upside ...
Agents will have to pay for software, too.
Since the broader market's March 30 low, Tesla is up only 11%, dead last among its "Magnificent Seven" tech peers.
MP Materials (NYSE:MP) stock just earned a strong endorsement from Wedbush, which initiated coverage with an Outperform rating and a $90 price target. The call frames MP as the only fully integrated rare earth producer in the U.S., a distinction that carries growing weight as Washington pushes to break China’s grip on critical minerals. MP ... Wedbush Projects $90 for MP Materials: Is This the Only Real Play on American Rare Earth Independence?
We just covered the 10 Best AI Stock Picks of Motley Fool Asset Management. Amazon.com Inc (NASDAQ:AMZN) ranks #5 (see the 5 Best AI Stock Picks of Motley Fool Asset Management). Motley Fool Asset Management’s Stake: $113.64 Million AMZN shares are up 45% over the past year. But does the stock have more room to […]
Stock splits used to be a common corporate practice. According to the CFA Institute Journal Review, the frequency of stock splits began increasing in the 1920s and peaked in 1982, when roughly 23% of listed companies split their shares. Tech titan IBM split its stock more than a dozen times during ...
The earnings growth potential of the Mag 7 continues to stand out.
Dimensional Global Core Plus Fixed Income ETF offers diversified access to U.S. and global bonds through a systematic investment process.
It was easy to give up on the Magnificent Seven group back in March when it seemed like stocks would fall into a bear market. Just over two weeks later, and we’re right back at fresh new highs in the S&P 500. If you sold the panic over the war in Iran, you might have ... 4 Reasons Apple Could Be the First Mag Seven Name to Hit New All-Time Highs
» Microsoft Is Having Its Worst Year Since 2022, but This Analyst Says It's a Setup for a $450 Rally
Microsoft is spending big -- but this is a path it's been down before.
Adobe launched a suite of artificial intelligence tools on Monday to help corporate clients automate and personalize digital marketing functions, in a bid to fend off competition from autonomous tools offered by startups such as Anthropic. A selloff in software stocks, sparked by the rise of AI tools that can automate a growing number of human tasks, is pressuring firms like Adobe and its peers, as investors weigh the threat from offerings by Anthropic and OpenAI. Shares of Adobe were up 2.2% in morning trading.
Investing.com -- Goldman Sachs is pushing back on negative sentiment surrounding Apple ahead of its second-quarter earnings, arguing that the stock's recent underperformance reflects fears that do not match the company's underlying position.
Fred Alger Management, an investment management company, released its “Alger Capital Appreciation Fund” first-quarter 2026 investor letter. A copy of the letter can be downloaded here. In the first quarter of 2026, the Class A shares of the Alger Capital Appreciation Fund underperformed the Russell 1000 Growth Index. The Information Technology and Financials sectors contributed, […]
Investors have fallen further out of love with shares of Microsoft (NASDAQ:MSFT) this year, with the stock still down around 11% year to date or 22% from its all-time high. At its worst, the stock was down just shy of 35%. That’s a pretty vicious bear market implosion, but with the markets rocketing higher in the ... Microsoft is Being Thrown Out With the Bathwater. Here’s Why I’m Buying the Dip
MSFT expands data centers as AI demand outpaces supply, ramping capacity to capture growth and ease infrastructure constraints.
Regulator moves forward as Apple withholds key data
This is an under-the-radar data center play.


