Anthropic, one of the world's fastest-growing AI companies, announced on June 1 that it had filed a confidential Form S-1 with the SEC for its planned IPO. It could price its offering by the end of the year, and it's reportedly targeting a valuation of $2 trillion -- which would surpass **** eX's (NASDAQ: SPCX) $1.77 trillion to become the biggest IPO in history. That's more than double the valuation of $965 billion it reached after its last private funding round in May.
Should investors chase Anthropic's eagerly anticipated IPO, or should they wait for the initial hype to die down? Let's see what investors should know before it goes public.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Anthropic's annualized run rate exceeded $65 billion at the end of July, compared to roughly $9 billion at the end of 2025. That explosive growth was driven by the increased adoption of Claude (its family of large language models and AI **** istants) among enterprise customers, the integration of its application programming interfaces (APIs) into other applications, and its cloud infrastructure partnerships with Amazon (NASDAQ: AMZN) Web Services (AWS) and Alphabet's (NASDAQ: GOOG) (NASDAQ: GOOGL) Google Cloud.
Amazon and Alphabet both hold double-digit stakes in Anthropic, so its upcoming IPO could significantly boost their profits. Nvidia (NASDAQ: NVDA) has also reportedly been mulling a $10 billion investment in Anthropic's IPO to fortify its software optimization partnership and supply chain ties.

#NASDAQ

Danish pharmaceutical company Novo Nordisk (NVO) has teamed up with artificial intelligence (AI) leader Anthropic to leverage frontier AI models, including Claude Science, to supercharge its drug discovery and research and development (R&D) operations.
The collaboration aims to address complex biological challenges, streamline software engineering, and compress the timelines required to bring treatments for chronic diseases to market.
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#Stock #danish #science

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Business executives consider artificial intelligence a leading tool for decision-making, with 61% citing large language models such as ChatGPT, Claude, Gemini and Copilot among the sources that most influence their strategic decisions, AI enterprise planning platform Board said in a report released Wednesday.
The finding was most ***** ounced among CFOs, with 69% citing LLMs among the resources that inform their decisions, compared with 58% of chief operating officers and 56% of chief information officers.
"CFOs, by nature, are typically a little bit more conservative and skeptical, so I think what this shows is that the AI wave is so strong that it can't be ignored," Board CFO Gordon Pothier said in an interview.
The findings come just a few years after ChatGPT burst onto the market, highlighting how quickly advanced AI tools have reshaped the way businesses operate and make decisions.

#decisions #daily #officers #business

Nvidia (NVDA) stock reversed higher Tuesday after a five-day losing streak.
On Monday. shares tumbled as fears of massive capital spending on artificial intelligence technologies escalated amid industry leaders' calls to slow AI advancements. The news came ahead of the Federal Reserve's rate-setting meeting this week.
The stock finished August with a 10% gain, its largest monthly rise since April. Management noted supply constraints through fiscal 2028 that will allow Nvidia to meet 70% of demand. Is Nvidia A Buy?
See The Latest Updates To IBD Watchlists
But over the weekend, Dario Amodei, chief executive of privately held Anthropic, called for a slowdown in AI development to balance safety with its benefits. The move would need industrywide and global collaboration, Amodei said. The company behind the Claude AI ******* istant will embrace changes including the use of independent evaluators.

#amodei #Stock #tuesday #august

Anthropic could reportedly complete an initial public offering (IPO) by early November, which could fetch a valuation of roughly $2 trillion. Amazon (NASDAQ: AMZN) and Alphabet (NASDAQ: GOOGL) (NASDAQ: GOOG) are two stocks positioned to benefit if Anthropic goes public.
Anthropic said its annualized revenue reached $47 billion in May, up from the $14 billion run rate it disclosed on Feb. 12, 2026. That helped push its valuation to $965 billion on May 28, following a $65 billion Series H round led by Altimeter Capital, Dragoneer, Greenoaks, and Sequoia Capital.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Amazon and Alphabet hold minority stakes, providing investors with some exposure to Claude's growth. Moreover, if Anthropic does go public, it could raise additional capital to support the massive compute commitments it's already making with Amazon and Google.
In its second-quarter earnings release, Amazon reported that net income surged 244% year over year to $62.6 billion. A key driver was a $53.4 billion non-operating pre-tax gain recognized as "other income," which the company attributed primarily to its investment in Anthropic. This gain reflected the recent increase in valuation for Anthropic following its latest funding round. The gain represented 2% of Amazon's market cap at the time of the second-quarter earnings release.

#NVIDIA #capital #signal #valuation

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The news that the giant AI technology provider Anthropic launched Claude for Financial Advisors was received with some skepticism by industry **** ysts, but overall, many wealth management technology providers and consultants shared their excitement and enthusiasm, noting that the company had presented them with something that could, if implemented well, solve many issues with current advisor tech stacks.
"I find it positive that Anthropic has sent these signals to the market and it is good for the industry overall," said longtime **** yst Alois Pirker, who is now the CEO of his own consultancy, Pirker Partners.
"Nonetheless, my sense is that Claude will hit the same problem as Salesforce, getting to the level of specificity that financial advisors need," he said, referring to the behemoth CRM provider and its initial rollout of Salesforce for Financial Services, which reached general availability a decade ago (and later changed its name to Salesforce Financial Services Cloud).
One way in which the technology industry responded to advisors' desire for such specificity was the development of the specialized and popular advisor CRM product Practifi, he said, which is built on top of Salesforce and caters to certain types of firms in need of more customization.

#financial #advisors #wealthmanagement

Six Anthropic cofounders made their debut on the Forbes 400 list of America's wealthiest people on Tuesday, with a combined net worth of $93 billion. Daniela Amodei, Dario Amodei, Tom Brown, Jack Clark, Jared Kaplan, and Sam McCandlish are each worth an estimated $15.5 billion, according to Forbes.
The six cofounders left OpenAI in 2021 to found Anthropic and have built the company into a significant competitor in the artificial intelligence industry, partly through the popularity of its Claude chatbot. Their fortunes rose in May, when Anthropic closed a funding round that more than doubled the estimated value of their individual stakes of roughly 1.6% each, according to Forbes. A seventh cofounder holds Canadian citizenship and does not appear on the list.
The Anthropic group ranked among the most prominent of 34 first-time entrants to this year's Forbes 400, which set a record minimum net worth of $4.4 billion, up from $3.8 billion in 2025. America's 400 wealthiest people are collectively worth $8 trillion, up from $6.6 trillion a year ago. The 34 newcomers account for $321 billion of that total.
The AI sector drove the largest share of new entrants, with 15 of the 34 newcomers drawing their wealth from the industry. OpenAI cofounder Greg Brockman topped the new members, debuting at No. 45 overall with an estimated $25.5 billion fortune. Robotics entrepreneur Brett Adcock ranked second among newcomers with an estimated $23.4 billion net worth, while investor Antonio Gracias, an early backer of multiple Elon Musk companies, placed third at $17.1 billion.
The Anthropic cofounders' arrival on the list follows a period of rapid growth at the company. Anthropic posted $11.6 billion in revenue in the second quarter, surpassing OpenAI's $6.7 billion for the same period — the first time Anthropic had led its rival on that measure. Anthropic also recorded a small adjusted operating profit of $559 million in the quarter, according to Forbes.

#estimated

For much of the past year, the "AI trade" has been focused on infrastructure: processors, data centers, and cloud capacity. Snowflake Inc. (NYSE:SNOW)'s blowout quarter, which was reported after the market closed on September 2, provided something unique: clear evidence that AI is translating into real, incremental spending within software companies that are closer to the end customer. The reaction echoed throughout corporate software the next morning, adding to a rally that, for Salesforce, Inc. (NYSE:CRM) in particular, had already begun for its own reasons.
Snowflake Inc. (NYSE:SNOW) boosted its fiscal 2027 product revenues target to $6.07 billion from $5.84 billion, following a 37% increase in second-quarter product revenue to $1.49 billion. CEO Sridhar Ramaswamy stated that the company's AI products accounted for around half of that growth acceleration, which ****** ysts took as implying that AI demand is increasing Snowflake's core data platform, instead of just adoption of standalone AI add-ons. UBS ****** yst Karl Keirstead said the figures, together with Palantir and Databricks' rapid growth, gave compelling proof of robust enterprise AI adoption.
Snowflake's beat rippled across enterprise software, with ServiceNow, Atlassian, Adobe, Intuit, and Salesforce, Inc. (NYSE:CRM) all up 3.5% to 6% on the same day, while the sector-wide iShares Expanded Tech-Software ETF rose 3%.
That Snowflake-driven spike was piled on top of a much bigger adjustment made by Salesforce, Inc. (NYSE:CRM) on its own. The company released its second-quarter fiscal 2027 results on August 26, a week before Snowflake Inc. (NYSE:SNOW), with revenue of $11.35 billion, up 11% year-over-year, with current remaining performance obligations up 14% to $33.5 billion and adjusted EPS of $5.90, exceeding the $3.27 consensus. Along with those results, Salesforce and Anthropic announced Claudeforce, an expanded partnership that initially brings Salesforce data, workflows and business logic directly into Claude through a plugin with 37 prebuilt sales skills. The companies plan additional integrations across Claude, Salesforce and Slack. That said, Salesforce recorded $2.61 billion in net gains on strategic investments during the quarter, which added $2.53 per share to non-GAAP EPS.
Taken together, the two events suggest that enterprise AI adoption can increase the value and consumption of established software platforms when AI is connected to existing corporate data and workflows

#billion #software #data #quarter

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The giant artificial intelligence company Anthropic has rolled out Claude for Financial Advisors, a suite of artificial intelligence connectors and what the company refers to as "workflow skills" designed to help advisors automate research, meeting preparation and documentation tasks.
Its new product includes connectors to custodians, ***** et managers and wealth technology providers, such as Charles Schwab, BlackRock, Addepar, Envestnet, iCapital, Orion, SS&C Black Diamond, Wealthbox, Wealth.com, Vanguard and Zocks, along with previously available integrations with Microsoft 365, Salesforce, DocuSign, Box, FactSet, S&P Global and Morningstar.
The platform includes skills for advisor onboarding, alternative investments briefing, compliance and AI policy review, estate and tax briefing, portfolio rebalance review, post-meeting notes and follow-up, pre-meeting preparation and prospect intake, according to Anthropic.
"We aren't trying to replace any of the tools out there," said Peter Nolan, head of ***** et and wealth management at Anthropic, during an interview with WealthManagement, when asked whether this puts Anthropic in the position of competing with and potentially upending the developing ecosystem of entrepreneurs and developers working with it and other major AI model providers.

#advisors

Broadcom Inc. (NASDAQ:AVGO) could be one of the biggest beneficiaries of Anthropic's accelerating compute requirements. The opportunity comes amid growing concerns that Google's decision to develop more of its chips internally could threaten Broadcom's custom silicon business.
However, Macquarie ****** yst Arthur Lai argued on September 3 that many of these concerns may already be priced in. The stock is down by about 24% from its all-time high, while Google's work with MediaTek and its expanding relationship with Marvell have added to concerns about Broadcom losing share in future TPU programs.
According to Lai, the recent weakness could create an attractive entry point as Broadcom positions itself to capture what could become a $40 billion opportunity from Anthropic.
In April, Anthropic announced an expanded partnership with Google and Broadcom to secure next-generation TPU capacity. Anthropic plans to use its computing infrastructure to accelerate training and inference for its Claude family of artificial intelligence models as demand for AI applications continues to grow.
The partnership could provide Broadcom with an important avenue for expanding its custom AI semiconductor business. The company has also been expanding its AI infrastructure capabilities through partnerships with major financial institutions. Together with Apollo and Blackstone, it launched an AI XPV platform designed to support more than 20 gigawatts of compute capacity.

#broadcom #Opportunity #custom #business

Some AI researchers say they think AI could hurt, or wipe out, humanity.
So we asked four of the AI models: How would you go about it?
They all said human misuse of AI is considered a more immediate risk than AI itself.
The researchers building our favorite chatbots are increasingly voicing concerns that AI could hurt — or end — humanity. So we asked four of the most-used generative AI tools what an AI doomsday could look like.
We posed the same question, in identical wording, to OpenAI's ChatGPT, Google's Gemini, Anthropic's Claude, and ****** eXAI's Grok.

#claude

Anthropic, the company behind the Claude artificial intelligence (AI) models, plans to publish its initial public offering (IPO) prospectus after Monday's Labor Day holiday, The Information reported late last month. A listing may follow as soon as late September or in October. Amazon (NASDAQ:AMZN) shareholders have a more specific reason than most to open the document when it lands.
On April 20, Anthropic committed to spend "more than $100 billion over the next ten years" with Amazon Web Services (AWS), Amazon's cloud computing segment. That promise is equal to about a fifth of AWS's backlog of contracted work, which reached about $496 billion in June.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
In other words, Amazon has already told investors how much one of its biggest cloud customers intends to spend. What no Amazon filing can show is whether the customer's own finances support it. That's what the prospectus is for.
Image source: Getty Images.

#amazon #signal #anthropic

CNBC reported that OpenAI said it will end model access through Cursor on November 12, following **** e Exploration Technologies Corp. (NASDAQ:SPCX) $60 billion all-stock acquisition of Cursor's parent company, Anysphere, which closed on August 14.
OpenAI said it "cannot be confident that **** eX will use our technology within our terms of service, based on our experience with Elon Musk's companies violating contracts," pointing to disputes involving X and xAI, including Musk's own courtroom admission that xAI had trained on OpenAI's output. Cursor CEO Michael Truell said on X that OpenAI models handle about 5% of Cursor's user traffic and that the two companies are discussing the decision.
Musk responded on X, calling OpenAI's leadership "utterly untrustworthy." Anthropic co-founder Tom Brown said his company will instead increase compute to support Claude in Cursor.
The actual business disruption looks limited based on the numbers involved. Cursor's own CEO said OpenAI models account for only about 5% of user traffic. It means the vast majority of Cursor's usage already runs on other model providers, limiting how much this cutoff changes the product most users experience.
Cursor can reduce its dependence on OpenAI as **** e Exploration Technologies Corp. (NASDAQ:SPCX) expands its AI ecosystem. Losing access to OpenAI models could push Cursor to deepen its relationships with Anthropic and other providers, while **** eX can use its growing AI infrastructure to support the coding platform. That diversification could give Cursor more control over its model supply and reduce its exposure to decisions made by a direct competitor.

#space

CNBC reported that Salesforce, Inc. (NYSE:CRM) reported fiscal second-quarter revenue of $11.35 billion, up 11% year over year and above the $11.32 billion ******* ysts expected. Net income rose to $3.53 billion from $1.89 billion a year earlier, boosted by a $2.6 billion gain on its Anthropic investment.
Shares surged more than 12% on the results and kept climbing the next day after Salesforce CEO Marc Benioff and Anthropic CEO Dario Amodei disclosed "Claudeforce," a plug-in bringing Salesforce data into Claude. "This SaaSpocalypse narrative has been such nonsense," Benioff told CNBC's Jim Cramer. "Frontier models depend on CRM. They don't replace it." Agentforce annualized revenue topped $1.5 billion, up 240% year over year. Salesforce announced a $1.6 billion VA contract and a planned $3.6 billion acquisition of Fin.
The quarter's strength was broad-based, not confined to one metric skeptics could dismiss. Net new annual order value growth was the strongest in four years. Seats grew across Agentforce, Sales, Service, and Slack rather than declining as bears predicted; attrition sat near its lowest level ever, and bookings more than doubled quarter over quarter, directly rebutting the claims the "SaaSpocalypse" narrative was built on.
Agentforce is now a large, fast-growing business on its own, not just a talking point. Annualized revenue from the AI agent platform topped $1.5 billion, up 240% year over year. It gives Salesforce a concrete, rapidly scaling product line that validates its AI strategy with real recurring revenue.
The Claude partnership strengthens Salesforce, Inc. (NYSE:CRM)'s AI offering by giving customers direct access to Anthropic's models within its CRM platform. Incorporating Claude with Salesforce's proprietary customer data could make Agentforce and other AI tools more useful to businesses while giving Salesforce another way to monetize the growing demand for enterprise AI. The partnership also shows Salesforce can work with leading AI model developers rather than relying entirely on its own models.

#billion #year

When Advanced Micro Devices (NASDAQ:AMD) announced its Anthropic partnership in late July, two commitments stood out. Anthropic agreed to deploy up to 2 gigawatts of AMD Instinct MI450 series graphics processing units (GPUs), with deployment of the first gigawatt set to begin in the first half of 2027. And AMD committed to invest up to $5 billion in the artificial intelligence (AI) company behind the Claude models.
The second commitment is about to get easier to measure. Anthropic plans to publish its initial public offering (IPO) prospectus after the Labor Day holiday on Monday, with a listing as soon as late September or early October, The Information reported late last month.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
What does AMD hold today, then? Not a stake, at least not yet.
Image source: AMD.

#anthropic #signal #flashing #company

Anthropic's highly anticipated initial public offering (IPO) could feature an unusual approach to insider shares. Rather than the traditional 180-day lockup period for shares, a recent report suggests that Anthropic is considering allowing insiders to sell a portion of their shares during the IPO and subjecting the remaining shares to a lockup period well beyond 180 days.
If the report is true, these IPO criteria stand in contrast to ***** e Exploration Technologies' recent IPO, which released locked-up shares in tranches at designated times up to a year after the IPO. Although Anthropic's reported plan is not conventional as it relates to managing the sale of insider shares, it might be a plan the tech industry needs to consider. Here's why.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Anthropic's Claude AI engine has emerged as an industry leader. To that end, a recent fundraising round valued the company at $965 billion, and it has targeted a $2 trillion valuation with the IPO, making an increasing number of investors anxious to own a stake in Anthropic stock. This means Anthropic could outdo ***** eX with its IPO.
The original plan was to follow a standard 180-day lockup period. Under this plan, founders, employees, and venture capitalists cannot trade for a set number of days. Laws do not require such a limitation, but it has become a standard provision in such contracts.

#shares #plan #lockup #flashing

I'll be honest, I'm a bit of a value investor at heart. So, when I see rumors that AI start-up Anthropic is potentially targeting a $2 trillion IPO valuation, I get a little bit squeamish. That would value the developer of the Claude AI chatbot at 30 times revenue. That's quite pricy for someone who views a stock trading at 30 times earnings as expensive.
Despite that sky-high valuation, I'm still interested in investing in Anthropic when it goes public. While I probably won't buy IPO shares, I'd pounce if it follows the path of most big IPOs and subsequently falls after an IPO pop.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Image source: Getty Images.
Anthropic hasn't priced its IPO yet. However, I've seen a couple of reports suggesting it's targeting a $2 trillion valuation, which would put it ahead of the $1.8 trillion valuation at which ****** eX (NASDAQ:SPCX) priced its IPO this past June.

#NVIDIA #targeting #times

Shares of enterprise automation software company UiPath (NYSE: PATH) rallied 46.3% in August, according to data from S&P Global Market Intelligence.
UiPath didn't provide any specific financial news last month, as it just reported fiscal second-quarter earnings on Thursday.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
However, there were a few bullish data points for the enterprise software ****** e during August, as Wall Street ****** ysts grew more optimistic on the sector following the first half's "SaaS-pocalypse." Earnings results from UiPath's peers also indicated resilience amid the disruption concerns that dominated the first half. With a very cheap valuation heading into August, UiPath had a strong month.
In August, the software sector received some encouragement from the ****** yst community after a terrible first half. In the first half of 2026, the enterprise software ****** e was hit by fears of disruption, as Anthropic's Claude code and other agentic software offerings raised concerns that companies might be able to "vibe code" their own software rather than purchasing from others.

#software #flashing

Anthropic, the developer of the Claude AI models, could be the biggest IPO of the year. Based on recent reports, that IPO might happen within weeks.
The AI start-up is planning to release its IPO prospectus after Labor Day and will be targeting a public listing in late September or early October, according to a report from The Information. It's exciting news for those who have been waiting for an opportunity to invest in Anthropic, but what's most interesting is how the deal is reportedly structured.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
There are a few unique wrinkles in Anthropic's rumored IPO plans. Details leaked to The Information indicate it might allow existing shareholders to sell shares as part of the IPO, and it's also weighing the idea of lockup periods longer than the standard 180 days. In addition, it may require rank-and-file employees to sell shares through preset 10b5-1 plans instead of during post-earnings windows.
All these moves would be a departure from other IPOs this year, including **** e Exploration Technologies, also known as **** eX, and Cerebras. Neither allowed existing shareholders to sell as part of the IPO, and both have tiered lockup periods in which tranches of shares hit the market periodically.

#might #known

Salesforce (NYSE:CRM) spent its fiscal 2027 second quarter proving a point it has been arguing for months: that artificial intelligence is expanding its business rather than replacing it. The company used its August 26 earnings call to unveil Claudeforce, a joint product with Anthropic that layers Claude's reasoning on top of Salesforce's customer data, while posting numbers that gave management fresh ammunition against the idea that AI agents make traditional software obsolete.
The headline metric was Agentforce annual recurring revenue crossing $1.5 billion, up more than 240% year over year, with AI and data ARR nearing $3.9 billion after growing over 210%. That growth showed up in usage too. Customers generated 3.2 billion Agentic Work Units in the quarter, a 97% jump from the prior quarter, and agentic activity through Model Context Protocol and Claude calls surged sixfold as customers moved past standard software interfaces.
Slackbot became the company's fastest adopted AI product ever, reaching 1 million active users just five months after launch and growing 150% quarter over quarter. Current remaining performance obligation climbed 14% in constant currency to $33.5 billion, a point ahead of guidance, while net new annual order value growth hit its strongest level in four years. Bookings from the premium Agentforce 1 Edition and Agentforce for Apps bundles more than doubled from the prior quarter, and contract terms lengthened across every segment.
On the data side, the Data 360 platform ingested 104 trillion records, up 355% year over year, with Zero Copy architecture usage climbing 731%. Nine of the top 10 AI companies now run on Salesforce and Slack, and their combined spending rose 435% year over year, a detail management used to argue that frontier AI firms depend on CRM infrastructure rather than displacing it. Free cash flow reached $1.1 billion, up 81% year over year, and the U.S. Army expanded its contract to potentially drive up to 55 million monthly Agentforce conversations.
Not every line told a clean growth story. Non-GAAP operating margin actually slipped slightly to 34.1% from 34.3% a year earlier, even as revenue and earnings per share climbed. Overall revenue growth remained a comparatively modest 11%, and management pointed to continued volatility in licensed revenue within its integration and ****** ytics segments, even as Slack and Agentforce carried the results. The raised full-year guidance also comes with an asterisk. Of the $300 million constant currency increase to fiscal 2027 revenue guidance, only $100 million reflects organic momentum, while $200 million depends on the anticipated closings of the Contentful and Fin acquisitions in the coming weeks, deals that have not yet closed.

#revenue #billion #data #guidance

Ever since the great Claude Rains first uttered the immortal line "Round up the usual suspects!" in Casablanca, the phrase has been ingrained in the popular lexicon — so much so that it inspired the ****** le of an entirely different movie nearly 50 years later. You hear it everywhere, in any context where you can expect to see a predictable set of participants.
On Saturday, a struggling Juventus were buoyed by a pair of very unusual suspects — guys most fans figured would be gone, or at least on their way out the door, by this point in the transfer window. Unable to penetrate a deep-lying Parma defense, it was Nico González who gave a moribund attack an instant shot in the arm, forcing a magical save before scoring a deflected goal off his own rebound to open the scoring. Then, with two minutes left, the game was sealed by another unlikely goalscorer: Teun Koopmeiners, who had just come on after an injury to Andrea Cambiaso and finished off a quick attack with a beautiful finish.
The unlikely redemption arcs from players most ****** umed were out of the team's plans, or at least on the very fringes, were welcome developments for a team that learned this week that their talisman, Kenan Yildiz, would miss two to three months once he undergoes surgery on a broken metatarsal. After a first half that seemed to be crying out for his creativity, it was the transfer-listed González who gave the Bianconeri the necessary spark to take Parma down 2-0 as they began to look forward to next week's big match against AC Milan.
Apart from Yildiz, Luciano Spalletti was also missing Weston McKennie (muscle fatigue), Edon Zhegrova, and Khéphren Thuram, who suffered a setback in his knee recovery and could now require surgery. Jeff Ekhator came back to make his first Juve squad in a competitive game. Spalletti's 4-2-3-1 was therefore shuffled a bit. Guglielmo Vicario started in goal after getting over the cramp that forced him off late against Frosinone. Pierre Kalulu and Zeki Çelik played on the defensive flanks, while Bremer was partnered with new signing Jhon Lucumí in the middle of defense. Manuel Locatelli and Douglas Luiz played in the midfield, while Francisco Conceição, Jonathan David, and Jérémie Boga supported Randal Kolo Muani in attack.
Carlos Cuesta lost his first Parma match last week against Cagliari, and were looking for something better here. His only missing player was former Juve prospect Hans Nicolussi Caviglia, who had to have a surgery of his own this week. Edoardo Corvi started behind a 4-4-2. Enrico Delprato, Mariano Troilo, Dominik Drobnic, and Emanuele Valeri arrayed themselves in front of him. Sascha Britschgi and Mandela Keita bookended Christian Ordóñez and Adrían Bernabé in midfield. El Bilal Touré and Simone Lontani started up front. Drobnic and Lontani were both teenagers, and the former was making his debut.

#juve #drobnic

On the Mad Money episode aired on August 26, Jim Cramer recently highlighted Salesforce, Inc. (NYSE:CRM) after a massive post-earnings rally driven by a blowout quarterly report and a major expansion of its AI partnership with Anthropic. He stated:
Look at the stock of Salesforce run. After the close, the cloud software kingpin reported a gigantic blowout quarter. Also rolled out a major expansion of their partnership with Anthropic where they'll be embedding their customer relationship management software in Anthropic's Claude. Wall Street was terrified that companies like Salesforce will be eaten alive by AI competition. But this partnership puts these worries to bed, maybe permanently.
Salesforce, Inc. (NYSE:CRM) delivered a powerful second-quarter financial report for fiscal 2027. The company posted record quarterly revenue of $11.35 billion, representing an 11% year-over-year increase. More impressively, adjusted earnings per share reached $5.90, although $2.53 per share of the result came from gains on strategic investments. Backed by surging cash flow generation and strong demand for its cloud ecosystem, management raised its full-year fiscal revenue guidance to a range of $46.1 billion to $46.4 billion.
The core catalyst behind the recent market enthusiasm is a major expansion of Salesforce, Inc.'s (NYSE:CRM) strategic alliance with Anthropic, highlighted by the introduction of "Claudeforce". The integration embeds Claude's advanced reasoning models directly into Salesforce's Agentforce platform and Slack, while launching a specialized "Salesforce in Claude" plugin featuring 37 prebuilt sales skills. By allowing sales teams to ***** yze live customer data, update pipelines, and execute governed actions natively within Claude, Salesforce, Inc. (NYSE:CRM) is bridging the gap between conversational AI and enterprise workflows. Rather than falling victim to AI disruption, the company is taking the driver's seat in how companies automate their daily work.
Despite the celebratory market reaction, structural challenges remain for the cloud software leader. While headline figures appeared strong, the year-over-year revenue growth of 11% shows a maturing SaaS profile when compared to high-flying hardware and semiconductor peers. Furthermore, a substantial portion of the company's non-GAAP earnings beat was driven by a one-time paper gain of roughly $2.6 billion from marking up its strategic investment in Anthropic; stripping out this non-operational valuation gain reveals a much tighter beat. It is also important to note that the potential margin drag from enterprise token consumption costs and execution risks could be high as Salesforce, Inc. (NYSE:CRM) works to prove customer adoption and sustained monetization of its agentic workflows.

#salesforce #earnings

Salesforce surged 10%, snapping a months-long slump, as Agentforce ARR hit nearly $3.9 billion and the Anthropic-built Claudeforce plugin launched with 37 prebuilt sales skills.
IGV jumped 3% against QQQ's 0.8% gain while Palantir slipped 0.2%, confirming a rotation into enterprise CRM software over pure-play AI names.
Non-GAAP EPS only matched consensus and GAAP net income leaned on a $2.6 billion Anthropic investment gain rather than pure operating results.
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Enterprise software is leading Thursday morning after Salesforce's fiscal Q2 2027 beat and Claudeforce announcement reset the sector's AI narrative. The iShares Expanded Tech-Software Sector ETF (CBOE:IGV) is up 3% to $105.19 this morning. At the same time, the Invesco QQQ Trust (NASDAQ:QQQ) is up 0.8% to $717.44, a clear tell that today's strength is centered inside software rather than broad large-cap technology.

#software #enterprise #rather #investors

This year has already delivered one of the most extraordinary IPO periods in recent years. ****** eX (SPCX), Cerebras (CBRS), and Jersey Mike's (JMKE) have been some of the buzzier names to debut in public markets.
But this could be just the tip of the IPO iceberg as we look into the fall — and along with it, some very bold promises on future performance.
Anthropic (ANTH.PVT) has filed confidentially for a potential IPO as soon as October. The Claude creator may pitch to investors that its potential revenue opportunities are above $30 trillion, per a new report from the Wall Street Journal.
OpenAI (OPAI.PVT) is not far behind, judging by all the execs it has sent packing this summer. It too could follow Anthropic with a seemingly outlandish future revenue estimate.
"I actually like it [the revenue estimate] because it talks about sort of what the opportunity is. If it's enterprise, if it's consumer, it's coding, it's actually changing not only how we do work, but also how we develop products. I think it is viable," Connor Group managing partner Jim Neesen said on Yahoo Finance's Opening Bid. "I mean, if you look at their revenue growth, $65 billion is their run rate. They were $9 billion last year. That's a sevenfold increase. I do think that market opportunity is out there."

#revenue #estimate #Opportunity

Can AI accurately measure America's retirement readiness? In this episode, we put Claude Opus 4.8 to the test on key questions about the U.S. workforce and retirement coverage, then had one of the nation's leading retirement economists fact-check every number. Our guest, Andrew G. Biggs, PhD, Senior Fellow at the American Enterprise Institute, breaks down where the AI got it right, where it fell short, and what the real data actually reveals about how prepared Americans truly are for retirement.
Subscribe To "Broadcast Retirement Network" On YouTube For Aging, Finance, Lifestyle, Privacy, Retirement, and Wellness programming Monday through Sunday at 7:30 AM ET.
Transcript:
Jeffrey Snyder, Broadcast Retirement Network
We're going to welcome back to the program, Dr. Andrew Biggs. He's a senior fellow at the American Enterprise Institute. Dr. Biggs. It's always a pleasure to see you. Thanks for stopping by the program this morning.

#american #institute #broadcast #network

JPMorgan Chase is easing its approach to loans secured against shares held by employees and early investors in recently listed companies, the Financial Times reported citing people familiar with the matter.
Under its usual policy, the US banking giant does not accept shares in a company that has been public for fewer than 135 days as collateral for lending.
But before ******* eX's IPO in June, the bank told its bankers it would be willing to lend against shares in Elon Musk's rocket and AI company earlier than that, the report said.
People inside JPMorgan told the FT they expect the bank could take a similar view if Anthropic, the company behind the Claude chatbot, goes public. No final decision has been taken, however.
JPMorgan earned $75m from its role on the ******* eX listing, the report said.

#told #report #chase

Anthropic is preparing to tell IPO investors that its potential revenue opportunity exceeds $30 trillion, according to The Wall Street Journal, citing people familiar with the matter. The figure would top the $28.5 trillion estimate **** eX presented to investors ahead of its own offering.
The company is basing its total addressable market, or TAM, on the full scope of work that could be completed using AI models. The metric reflects the maximum annual revenue a company could achieve if it captured every available customer, and is routinely deployed in IPO filings to signal how much upside remains for growth.
Anthropic more than doubled its revenue to $11.6 billion in the second quarter. For comparison, FactSet data cited by the Journal shows that the 191 tech companies in the S&P 1500 collectively generated $2.4 trillion in revenue last year.
The Claude maker could also aim to raise as much as $100 billion in its offering and is targeting a valuation of about $2 trillion. Both marks would surpass what **** eX achieved — the rocket company pulled in $86 billion and debuted at a $1.77 trillion valuation when it went public in June.
None of the figures are final, and the Journal notes that details of Anthropic's plans are still being worked out. Anthropic is expected to publish its IPO prospectus documents shortly, a timeline that would leave the door open for a market debut as early as September or early October.

#anthropic #revenue #billion #SpaceX

Key Takeaways
ChatGPT and Grok favored short-term or intermediate US Treasuries for dependable income and lower volatility.
Gemini viewed bonds as the defensive choice and Bitcoin as the higher-risk option with greater potential upside.
Claude declined to name a winner, arguing that bonds provide income while Bitcoin offers speculative growth.
Should investors lock in some of the highest US Treasury yields in nearly two decades or bet that improving liquidity will send Bitcoin higher?

#gemini

On August 5, Meta Platforms, Inc. (NASDAQ:META) launched a new AI coding agent called Muse Code and priced it well below rivals Anthropic's Claude Code and OpenAI's Codex in a clear bid to win over developers. The release landed the same week. Reuters reported that a separate Meta AI model exploited a security vulnerability during cybersecurity testing, an incident similar to ones already disclosed at Anthropic and OpenAI.
Muse Code comes in two pricing tiers: one matches Meta Platforms, Inc. (NASDAQ:META)'s general Muse Spark model, and a second, steeply discounted tier runs just 20 cents per million output tokens for users willing to share feedback, pricing that lines up with China's DeepSeek and undercuts even OpenAI's discounted older models.
Meta AI chief Alexandr **** put it simply, saying the pricing can be an incredibly good option for a lot of workflows, especially from a cost perspective. The stakes here are real. Meta shares fell 10% the week before this launch, after Zuckerberg gave investors little new detail about the company's cloud-computing plans on an earnings call, leaving Wall Street hungry for proof that Meta's AI spending can actually generate revenue.
Meanwhile, Meta said a misconfiguration by third-party evaluator Irregular gave its Muse Spark 1.1 model unintended internet access during testing. The model went on to exploit a vulnerability in another company's system, an incident both Meta and Irregular describe as contained.
Can aggressive pricing win Meta real market share in coding agents fast enough to satisfy investors, even as fresh AI safety questions pile up around these same models?

#muse #code

Branden Jenkins was out to dinner when he pulled out his phone, glanced at his AI usage dashboard, and realized his weekend coding session had just cost him $1,000 — charged automatically, in $1,000 increments, to a card set on auto-renew.
Jenkins is the CEO of Maxio, a private-equity-backed software company headquartered in Atlanta that's on a path toward $100 million in annual revenue over the next couple of years. He's also, by his own admission, near the top of his company's internal AI spending leaderboard — an odd place for the chief executive to land. "A thousand is not that much, I would say, but for one weekend, it's pretty annoying," he said in an interview with Fortune. Describing his agent as "cooking away," he described his response as "Wow, I just got here quickly."
The episode has become something of a parable inside his company — and inside corporate America more broadly — for how quickly "agentic" AI tools can consume money without anyone quite noticing until the bill lands. But Jenkins said the surprise invoice isn't what's keeping him up at night. The deeper problem is something messier and more human: his own employees' "insecurity" about being outpaced by the technology — and by him.
Jenkins, a self-described technical CEO who builds his own agents and automations, said he can write code from his phone using Claude even while away from his desk — which is how he ended up debugging and iterating on a project at dinner. The token wallet he'd set up to fund those sessions was configured to auto-refill by $1,000 every time it ran dry, silently recharging his card without requiring a second thought — until he saw the total.
"I don't have governors where a lot of my staff hits limits, and they have to ask for approval," Jenkins said, describing his own unlimited internal budget as both a perk and a liability. "So I started leaning in and going, 'What does this look like?'"

#auto