Memory stocks fell sharply Tuesday, with SanDisk down 8.7% and Micron down 8%, after South Korea’s KOSPI index plunged overnight. The sell-off was triggered by rising energy fears linked to Iran ...
Anthropic and the Pentagon resume talks after Claude AI's $200M military contract collapsed. Revenue hits $19B as OpenAI's rival deal sparks public backlash. Anthropic’s $200M Pentagon contract ...
Nvidia (NVDA) stock falls 1.7% as the US drafts global AI chip export rules and CFO confirms zero revenue from China H200 sales. The Trump administration is drafting rules requiring US government ...
Nvidia reallocates older H200 chip production to Vera Rubin processors amid stalled China approvals. US export restrictions and potential Chinese import limits disrupt Nvidia’s H200 sales strategy.
Bernstein initiated coverage on CoreWeave with an underperform rating and a $56 price target The stock was trading around $79.50 at close Wednesday — well above that target Analyst Madison Rezaei ...
Anthropic is approaching a $20B annual revenue run rate, up from $9B at end of 2025 Defense Secretary Pete Hegseth labeled Anthropic a “supply-chain risk” over AI safety restrictions The designation ...
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