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Anthropic, Accenture to invest $2 billion in AI model evaluation as safety concerns rise
Oracle's $18 billion data center debt under pressure, FT reports
Anthropic shifts public offering to November
Anthropic expects 2026 revenue to be $100 billion, according to the NY Times
That explains the rally at the end, right before options expiry. Rocketship next week! CNBC still twiddling their thumbs and hasn’t had the news yet….
Weekend Discussion Thread for the Weekend of September 19-20
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During which year did you accept the fact that the market does whatever the hell it wants despite no news?
Like theres absolutely no reason for bitcoin to be 5% today, especially cause the clarity act failed, yet it is. We've also recovered from the AI shock where AI DOOMER said AI is moving too quickly, just cause why not When did you accept that the market will do whatever …
Weekly Earnings Thread Sep 21 - Sep 25, 2026
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Saudi Aramco halts crude oil supply to European customers
And to think, I almost went full regard and tried to short oil earlier this week… Still might.. TL;DR Saudi Aramco is cutting off crude-oil deliveries to European customers next month after attacks disrupted a major Saudi pipeline supplying oil through the Red Sea. Saudi production reportedly fell by about …
Kylian Mbappe ends long-term Nike partnership to lead On’s football boots expansion
Just another blow to Nike! How does this company ever turn it around, or do they?
Is Qualcomm actually capable of building a $15B+ data-center business, or are we underestimating Nvidia/Broadcom/hyperscaler competition?
Qualcomm is making a pretty aggressive bet on data centers. Management is targeting **>$15B of Data Center revenue by FY2029**, with the business spanning server CPUs, AI accelerators, custom silicon, high-bandwidth compute and connectivity. And this isn’t just a PowerPoint announcement anymore: Meta has a multigeneration agreement around Qualcomm’s Dragonfly …