Anthropic’s Growth is Slowing: Is AI Capex Next? | The Weekly Wrap
Anthropic’s revenue growth slowed from 147% in Q2 to 45% in Q3, raising questions about AI capital spending as Amazon holds capex flat.
Anthropic’s revenue growth slowed from 147% in Q2 to 45% in Q3, raising questions about AI capital spending as Amazon holds capex flat.
Look at $FDXF. A month of underperformance based on “channel checks,” followed by a ~15% move and multiple analyst upgrades after a single session (catalyst day). https://t.co/X81f5cl6Eh https://t.co/FfwGWZlciQ
Starbucks sales miss expectations, but its U.S. turnaround is gaining steam $SBUX https://t.co/kPufTMV5zS
Reddit stock plunges 30% after weak outlook, heads for worst day ever $RDDT https://t.co/aemPgp56rc
BP’s profits surge to new record on high fuel prices $BP https://t.co/bUl30Vb4Ti
Meanwhile @OpenAI pulled IPO and can barely get its latest funding round off. $META and $GOOG will win consumer AI. https://t.co/eqJPtwTTwh
What year will $MSFT take @OpenAI into receivership?
CD&R pursues buyout of $40 bn card processor Global Payments $GPN https://t.co/Wil5Zf6xn7
Sanofi raised FY26 guidance after Q3 sales grew 14.3% at constant currency, led by 34.8% Dupixent growth; vaccines declined 6.6%.
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Bloom may have reopened imports of scandium-containing components from China to the United States, according to new trade data.
Amazon projects AWS growth above 40% through 2028 while funding a $220 billion capex plan with rising debt and an $80 billion equipment…
Markel spent $315 million repurchasing shares in Q3 as Thrive agreed to buy ADT for $7.6 billion and Hasbro cited rising adult toy demand.
Alphabet's Google Cloud operating income more than tripled to $11.1 billion, while EPS fell 26% on a $2.76 billion SpaceX paper loss.
Amazon’s AWS revenue grew 39% to $46B as capex drove negative FCF; Lilly raised 2026 guidance to $91-92B on GLP-1 volume growth.
Verisk Analytics’ 40 petabytes of proprietary insurance data and regulatory infrastructure shield its underwriting business from generative…
Alphabet’s Q3 2026 cloud growth stayed strong while Search revenue growth slowed to 12%, with higher AI capital spending driving negative…
Applied Materials posted 51% growth while trading near 23 times forward earnings; memory spending and fab construction support orders, but…
Intuitive Surgical built a razor-razorblade model around da Vinci robots, with procedure growth driving recurring instrument revenue and…
Meta’s Q3 revenue rose 26% to $64.6 billion, but $34.9 billion in AI infrastructure spending drove free cash flow negative as it created…
Meta’s Family of Apps revenue grew 26% as Muse reached 10 million users, testing AI-agent commerce while Amazon restricts access and…
Meta reported Q3 revenue of $64.6 billion, up 26%, while $34.9 billion of capex drove negative free cash flow and a $9.89 billion legal…
Solstice, Albertsons, Brockhaus and GM anchor a 34-case survey of activism, buybacks, M&A and strategic reviews, led by Starboard’s…
Rollins, North America’s largest pest-control provider, gets 75–80% of revenue from recurring contracts but has fallen about 45% year to…
Diageo expects Gen Z cocktail demand, completed restructuring and margin recovery to lift net income from $1.7 billion in 2026 to $4.6…
Sea Limited plans Sea Cloud and a Monee IPO, using 40-plus data centers and 25,000 GPUs while risking heavier capex and prolonged thin…
EXPE · long Expedia Group, one of the largest online travel companies, has roughly 3.6 million lodging properties and is expanding internationally.
Meta’s 3Q26 Family of Apps revenue rose 26% as Muse reached 10 million users, testing AI-agent shopping that Walmart permits while Amazon…
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