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%.
SK hynix's U.S. ADR trades at a valuation discount despite AI-driven memory demand, with 50% of 2027–2028 capacity under long-term…
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…
Boeing posted $24.2 billion in Q3 revenue and $1.5 billion in operating cash flow, but commercial aircraft lost $697 million as production…
Micron’s AI memory demand depends on workload-specific accelerator designs that shift bits among HBM, GDDR and LPDDR, changing wafer…
AST SpaceMobile targets intermittent US satellite service by end-2026 as New Glenn progress could speed constellation launches after…
Neoclouds face tighter debt financing as AI infrastructure capex outruns cash flow, leaving cash-burning GPU providers more exposed than…
Reddit generated $805 million in Q2 2026 revenue, 95% from ads, but slowing Google search referrals expose AI-driven traffic and…
Qualcomm supplies chips for on-device AI agents and data center inference, with Meta and AWS agreements expanding its role across both…
Broadcom's custom XPU demand, $180 billion in noncancelable obligations and Google's 2031 agreement support growth despite margin pressure,…
GameStop’s $6.1 billion in net cash equivalents and shift toward collectibles underpin a $30 to $40 per-share valuation thesis.
Monte Investments updates Carpenter Technology after a 25% sell-off, tracks EQT’s $12.83 billion Range Resources acquisition and assesses…
Broadcom derives over 50% of revenue from AI, and earnings remain resilient if OpenAI fails or Anthropic halves orders.
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