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…
ZTS · long Zoetis, the animal prescription-medicines company, is presented as a long investment despite concerns around its 2026 and 2027 outlook.
Coupang’s product-commerce revenue rose 8% in constant currency as data-leak churn lingered, while promotions and underused logistics…
Coupang’s data leak held 2Q26 constant-currency product-commerce growth to 8%, while promotions and excess logistics capacity pressured…
Spotify reached 300 million Premium subscribers in 2Q26 and is increasing free-service friction in emerging markets to lift conversion and…
Portfolio update trimmed Greggs and Roper Technologies after earnings, with Roper raising guidance and Greggs reporting 7.2% revenue growth…
Equifax’s Workforce Solutions generated $2.58B in 2025 at more than 50% EBITDA margins, anchored by Work Number.
Genius Sports’ $1.2 billion Legend acquisition adds direct bettor monetization, while its exclusive NFL data rights could supply prediction…
SpaceX plans to build exclusively on Nvidia and lift compute toward 10 GW by end-2027, while Musk says AI memory demand is rising 200%…
Astera Labs expects Scorpio PCIe switches to become its largest product line by end-2026, but AWS Trainium 4’s shift to NVLink Fusion makes…
FICO's fiscal third-quarter 2026 revenue rose 26% year over year but missed consensus, and shares fell about 24% after earnings.
Every publication on this site, hand-picked.
Every account on this site, hand-picked.
Ordered by how often our editor reaches for them.