Dario Amodei warns that managing massive computing power and infrastructure spending is the company's deepest business challenge, in a fireside chat with JPMorgan chief Jamie Dimon.
Institutional buyers in mainland China and Hong Kong are largely blocked from Anthropic’s landmark public offering due to U.S. defense-trade regulations, Bloomberg reported.
Earlier this month, Hayes said Anthropic IPO investors would face 83% dilution by June 2027, calling it "almost mathematically impossible" for the stock to gain before then.
Evercore said that while investors’ initial concerns about competition were understandable, disrupting individual workplace tasks is different from the risk of displacing Microsoft 365.
Keefe Bruyette cut RIOT stock to ‘Market Perform’ from ‘Outperform’, citing its “substantial” reliance on Anthropic and the lack of investment-grade credit support for the lease.