Anthropic Enters $1.5 Billion Joint Venture That Includes Goldman, Blackstone AI startup Anthropic on Monday announced the creation of a joint venture which includes Goldman Sachs, Blackstone and several other Wall Street firms, with the goal of selling artificial-intelligence tools to companies, the Wall Street Journal reports. The new venture will act as a consulting arm for Anthropic, and will ...
Anthropic Enters $1.5 Billion Joint Venture That Includes Goldman, Blackstone AI startup Anthropic on Monday announced the creation of a joint venture which includes Goldman Sachs, Blackstone and several other Wall Street firms, with the goal of selling artificial-intelligence tools to companies, the Wall Street Journal reports. The new venture will act as a consulting arm for Anthropic, and will educate businesses - including companies in the private-equity firms' portfolios, how to integrate AI across their operations . The deal is being anchored by Blackstone and Hellman & Friedman - each of which are expected to invest roughly $300 million, while Goldman is putting in around $150 million. General Atlantic, Leonard Green, Apollo Global Management, GIC, and Sequoia Capital are also investing in the deal, which is expected to reach $1.5 billion all told, according to the report . On Friday, Bloomberg separately reported that Anthropic is entertaining offers at a $900 billion valuation from investors. Anthropic had previously resisted several inbound proposals from investors for a new round at a valuation of $800 billion or more , Bloomberg News has reported. The new discussions, which have not been reported, coincide with a push by Anthropic to ramp up fundraising amid the breakout success of its AI software. Anthropic, which Bloomberg has reported is considering an initial public offering as soon as October, has been on the hunt for more infrastructure to meet growing demand for its products . - Bloomberg Meanwhile , rival OpenAI has also been in talks to form a joint venture with PE firms to encourage the adoption of its own AI tools, as both companies turn their attention to industry adoption by companies seeking to improve efficiency and cut costs. Anthropic is already seen as the enterprise king, as OpenAI scrambles to catch up. Anthropic is looking at a public listing as soon as this year, as revenues have skyrocketed in recent months due to the success of it...
The S&P 500 Index ($SPX ) (SPY ) today is down -0.04%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.42%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.19%. June E-mini S&P futures (ESM26 ) are down -0.05%, and June E-mini Nasdaq futures...
The S&P 500 Index ($SPX ) (SPY ) today is down -0.04%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.42%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.19%. June E-mini S&P futures (ESM26 ) are down -0.05%, and June E-mini Nasdaq futures...
Alexander's press release ( ALX ): Q1 FFO of $2.60. Revenue of $53.41M (-2.7% Y/Y) misses by $0.39M . More on Alexander's Alexander’s to sell Rego Park I for net proceeds of $202M Bottom 10 small-cap stocks with the lowest dividend safety grade Seeking Alpha’s Quant Rating on Alexander's Historical earnings data for Alexander's Dividend scorecard for Alexander's
Alexander's press release ( ALX ): Q1 FFO of $2.60. Revenue of $53.41M (-2.7% Y/Y) misses by $0.39M . More on Alexander's Alexander’s to sell Rego Park I for net proceeds of $202M Bottom 10 small-cap stocks with the lowest dividend safety grade Seeking Alpha’s Quant Rating on Alexander's Historical earnings data for Alexander's Dividend scorecard for Alexander's
Pinnacle West Capital press release ( PNW ): Q1 GAAP EPS of $0.27 beats by $0.26 . Revenue of $1.15B (+11.7% Y/Y) beats by $70M . For 2026, the Company continues to estimate its consolidated earnings will be within a range of $4.55 to $4.75 per diluted share on a weather-normalized basis. More on Pinnacle West Capital Pinnacle West Vs. Avista: Why I'm Upgrading AVA Pinnacle West: Significantly Ove...
Pinnacle West Capital press release ( PNW ): Q1 GAAP EPS of $0.27 beats by $0.26 . Revenue of $1.15B (+11.7% Y/Y) beats by $70M . For 2026, the Company continues to estimate its consolidated earnings will be within a range of $4.55 to $4.75 per diluted share on a weather-normalized basis. More on Pinnacle West Capital Pinnacle West Vs. Avista: Why I'm Upgrading AVA Pinnacle West: Significantly Overvalued Following The AI-Surge Pinnacle West Capital Corporation 2025 Q4 - Results - Earnings Call Presentation Pinnacle West Capital Q1 2026 Earnings Preview Pinnacle West targets 5–7% long-term sales growth through 2030 while advancing grid expansion and regulatory strategy
Wheat is trading lower so far on Monday morning. The wheat complex closed Friday with most exchanges higher. Chicago SRW futures saw steady to 5 cent higher trade, as May was 16 ¼ cents in the green since last Friday. There were 138 delivery notices for May CBT wheat on...
Wheat is trading lower so far on Monday morning. The wheat complex closed Friday with most exchanges higher. Chicago SRW futures saw steady to 5 cent higher trade, as May was 16 ¼ cents in the green since last Friday. There were 138 delivery notices for May CBT wheat on...
Milton Court, London The four siblings start with Webern before ditching traditional instruments for mics, voices, percussion and oud ‘We’ve done many concerts, but this is the first time I’m stressed,” the first violin confesses with a grin, lowering his instrument before a single note has sounded. But before he can launch into the story he’s interrupted by the cellist. “We’re actually supposed t...
Milton Court, London The four siblings start with Webern before ditching traditional instruments for mics, voices, percussion and oud ‘We’ve done many concerts, but this is the first time I’m stressed,” the first violin confesses with a grin, lowering his instrument before a single note has sounded. But before he can launch into the story he’s interrupted by the cellist. “We’re actually supposed to play first!” she chides. A string quartet is often compared to a four-way marriage. But what if the dynamic was closer to four siblings? One group that doesn’t need to imagine the answer is the Saad family: brothers Omar, Mostafa and Gandhi, and sister Tibah – AKA the Galilee String Quartet . Continue reading...
The Vanguard Russell 1000 Growth ETF (NASDAQ:VONG) offers a broader exposure to the large-cap growth segment with a slightly lower expense ratio than the more concentrated Vanguard S&P 500 Growth ETF (NYSEMKT:VOOG) . Both funds target the U.S. large-cap growth sector, providing investors with exposure to fast-growing companies that typically reinvest earnings rather than paying high dividends. Whi...
The Vanguard Russell 1000 Growth ETF (NASDAQ:VONG) offers a broader exposure to the large-cap growth segment with a slightly lower expense ratio than the more concentrated Vanguard S&P 500 Growth ETF (NYSEMKT:VOOG) . Both funds target the U.S. large-cap growth sector, providing investors with exposure to fast-growing companies that typically reinvest earnings rather than paying high dividends. While the Vanguard S&P 500 Growth ETF focuses on the growth components of the S&P 500, the Vanguard Russell 1000 Growth ETF tracks a wider index of the top 1,000 U.S. companies, offering a different take on the growth factor. Beta measures price volatility relative to the S&P 500; beta is calculated from five-year monthly returns. The 1-yr return represents total return over the trailing 12 months. Dividend yield is the trailing-12-month distribution yield. Continue reading
The Pentagon’s accelerating push to embed artificial intelligence across defense and national security operations has put a spotlight on a small group of pure-play federal AI vendors. With the U.S. Government’s AI Acceleration Strategy now driving real bookings, two NYSE-listed names trading well under $20 have moved from speculative bets to credible defense AI plays. ... After Pentagon Inks Deal ...
The Pentagon’s accelerating push to embed artificial intelligence across defense and national security operations has put a spotlight on a small group of pure-play federal AI vendors. With the U.S. Government’s AI Acceleration Strategy now driving real bookings, two NYSE-listed names trading well under $20 have moved from speculative bets to credible defense AI plays. ... After Pentagon Inks Deal With AI Firms, Buy These Under $20 Stocks
Why Li Auto Stock Is Drawing Fresh Attention Li Auto (NasdaqGS:LI) is back on many watchlists after a recent stretch of mixed returns, including a 1.5% decline over the past day and a roughly 4.9% drop over the past month. See our latest analysis for Li Auto. That recent softness comes after a year where the share price return has been weak, with a 1-year total shareholder return of 30.4% in the r...
Why Li Auto Stock Is Drawing Fresh Attention Li Auto (NasdaqGS:LI) is back on many watchlists after a recent stretch of mixed returns, including a 1.5% decline over the past day and a roughly 4.9% drop over the past month. See our latest analysis for Li Auto. That recent softness comes after a year where the share price return has been weak, with a 1-year total shareholder return of 30.4% in the red and only a modest gain so far year to date. This suggests momentum has been fading despite...
格隆汇5月4日｜中信建投发布研报称，从预训练到强化学习与Agentic AI，人工智能的范式演进推动了CPU需求量的显著提升。当Agent并发量超过传统CPU承载上限时，会出现请求队列堆积、工具调用超时、多轮推理循环延迟飙升等问题，在不同类型智能体任务中，CPU在运行耗时和能耗占比上相较于GPU占据较高比重，成为Agent运行的主要瓶颈。过去在算力产业链价值分配上，CPU被持续边缘化，而随着AgenticAI带来的CPU需求激增，叠加上游涨价与产能受限，导致今年以来全球CPU市场涨价及缺货持续加剧。Arm CEO Haas指出，传统AI负载在每GW的数据中心容量下约需3000万个CPU核心，而在Agentic AI时代CPU核心需求将激增至每GW一亿两千万颗。同时在Intel在2026Q1财报电话会上表示未来的CPU与GPU配比将从现在的8:1提升至1:1。
Sandisk (NASDAQ: SNDK) stock soared on Friday, gaining more than 8% after beating Wall Street earnings goals with a stick -- and the hits keep coming. Shares of the popular computer memory-maker are up another 5.3% through 9:50 a.m. ET Monday morning -- Sandisk's fourth straight day of gains -- and investors can thank Wall Street for today's run. Image source: Getty Images. Continue reading
Sandisk (NASDAQ: SNDK) stock soared on Friday, gaining more than 8% after beating Wall Street earnings goals with a stick -- and the hits keep coming. Shares of the popular computer memory-maker are up another 5.3% through 9:50 a.m. ET Monday morning -- Sandisk's fourth straight day of gains -- and investors can thank Wall Street for today's run. Image source: Getty Images. Continue reading