Estimates for total Claude consumer users are all over the map (we've seen figures ranging from 18 million to 30 million). Anthropic hasn't disclosed this data, but a spokesperson did tell TechCrunch that Claude paid subscriptions have more than doubled this year.
Estimates for total Claude consumer users are all over the map (we've seen figures ranging from 18 million to 30 million). Anthropic hasn't disclosed this data, but a spokesperson did tell TechCrunch that Claude paid subscriptions have more than doubled this year.
Escalation represents dangerous spread of war and brings threat of even more damage to the global economy The US-Israeli war with Iran has expanded with the entry of Houthi forces in Yemen, representing a dangerous spread of the conflict and bringing with it the threat of more damage to the global economy. Pakistan has said it would host a meeting of Middle Eastern powers on Monday in an effort to...
Escalation represents dangerous spread of war and brings threat of even more damage to the global economy The US-Israeli war with Iran has expanded with the entry of Houthi forces in Yemen, representing a dangerous spread of the conflict and bringing with it the threat of more damage to the global economy. Pakistan has said it would host a meeting of Middle Eastern powers on Monday in an effort to find a regional approach to ending the conflict. But the talks, bringing together foreign ministers from Saudi Arabia, Turkey and Egypt did not appear to include any of the warring parties, casting further doubt on persistent US claims of diplomatic progress. Continue reading...
Bloomberg News Senior Reporter Bailey Lipschultz joins David Gura and Christina Ruffini on Bloomberg This Weekend to discuss prospective IPO filings from SpaceX and Anthropic. Watch the full interview on Bloomberg This Weekend and watch the show LIVE every Saturday and Sunday morning. (Source: Bloomberg)
Bloomberg News Senior Reporter Bailey Lipschultz joins David Gura and Christina Ruffini on Bloomberg This Weekend to discuss prospective IPO filings from SpaceX and Anthropic. Watch the full interview on Bloomberg This Weekend and watch the show LIVE every Saturday and Sunday morning. (Source: Bloomberg)
Emirates Global Aluminium said on Saturday that its Al Taweelah site sustained significant damage during Iranian missile and drone attacks at the Kezad industrial site in the emirate of Abu Dhabi.
Emirates Global Aluminium said on Saturday that its Al Taweelah site sustained significant damage during Iranian missile and drone attacks at the Kezad industrial site in the emirate of Abu Dhabi.
CoreWeave (NasdaqGS:CRWV) expanded its AI cloud platform at NVIDIA’s GTC conference by adding access to HGX B300 hardware for high performance AI workloads. The company introduced new tooling for agentic and embodied AI development through collaborations with Weights & Biases and NVIDIA. CoreWeave secured AI focused client deployments with Zonos in global commerce and Cline in autonomous coding. F...
CoreWeave (NasdaqGS:CRWV) expanded its AI cloud platform at NVIDIA’s GTC conference by adding access to HGX B300 hardware for high performance AI workloads. The company introduced new tooling for agentic and embodied AI development through collaborations with Weights & Biases and NVIDIA. CoreWeave secured AI focused client deployments with Zonos in global commerce and Cline in autonomous coding. For investors tracking AI infrastructure, CoreWeave is in a part of the market where demand is...
The war in Iran is pushing up oil and gas prices, but the impact is spreading far beyond energy markets. Chrystia Freeland highlights how farmers are facing a “double whammy” as both fuel and fertilizer costs surge at a critical moment in the planting season. Fertilizer expert Josh Linville says global nitrogen supplies have tightened dramatically due to disruptions in the Strait of Hormuz, while ...
The war in Iran is pushing up oil and gas prices, but the impact is spreading far beyond energy markets. Chrystia Freeland highlights how farmers are facing a “double whammy” as both fuel and fertilizer costs surge at a critical moment in the planting season. Fertilizer expert Josh Linville says global nitrogen supplies have tightened dramatically due to disruptions in the Strait of Hormuz, while CoBank CEO Tom Halverson warns that farmers are already under pressure from weak crop prices and rising input costs. With fertilizer shortages threatening yields, the conflict could soon translate into higher food prices and renewed inflation around the world. (Source: Bloomberg)
Getty Images Investment Thesis Viant Technology Inc. (NASDAQ: DSP ) has remained under pressure and is down significantly from its 52-week high of $16.25, due to concerns related to macroeconomic uncertainty, tariff-related pressure on advertising budgets, and a broader downside pressure across ad-tech stocks. However, based on my in-depth analysis of the company's latest financials, it seems the ...
Getty Images Investment Thesis Viant Technology Inc. (NASDAQ: DSP ) has remained under pressure and is down significantly from its 52-week high of $16.25, due to concerns related to macroeconomic uncertainty, tariff-related pressure on advertising budgets, and a broader downside pressure across ad-tech stocks. However, based on my in-depth analysis of the company's latest financials, it seems the company has potential for upside. The analysis highlighted its double-digit revenue growth supported by improving industry growth, expanding margins, strong free cash flow, and a healthy balance sheet with no debt. I believe the fundamentals of the business are intact and investors could see upside over the next few quarters with improving macroeconomic headwinds. Business Overview According to Grand View Research, over 80% of digital display ads are now traded programmatically. The company operates in AI-based programmatic advertising through a cloud-based platform. This platform enables marketers to run advertising campaigns across multiple digital channels, i.e. Connected TV (CTV), streaming audio, mobile and desktop. In a nutshell, the company helps brands show advertisements to the right audience using data and technology. Within programmatic advertising, Viant operates a demand-side platform ( DSP ), which means it helps brands buy ads automatically online. The most relevant peer is The Trade Desk (NASDAQ: TTD ), which also offers a DSP. Larger players like Amazon (NASDAQ: AMZN ), Adobe (NASDAQ: ADBE ) and Alphabet (NASDAQ: GOOG ) offer DSP capabilities as well. marketresearchfuture.com Source: Key Players in Programmatic Advertising, Market Research Future On the other side of the industry, there are supply-side platforms ( SSP ) which support websites and apps sell their advertising space to brands. ViantAI is the flagship product of the company which supports every step of programmatic advertising. The company also acquired IRIS.TV and Lockr to further enhance its ...
IR_Stone/iStock via Getty Images I have written articles about a number of regional banks on Seeking Alpha over the last year that are a part of the State Street SPDR S&P Regional Banking ETF ( KRE ). The differences between those with healthy operations and those that are struggling are significant. However, most all of them started this year with a few basic expectations. First, the impact of th...
IR_Stone/iStock via Getty Images I have written articles about a number of regional banks on Seeking Alpha over the last year that are a part of the State Street SPDR S&P Regional Banking ETF ( KRE ). The differences between those with healthy operations and those that are struggling are significant. However, most all of them started this year with a few basic expectations. First, the impact of the dreaded “fiscal cliff” for commercial real estate may not be as bad a previously feared. Second, inflation would decline slightly, or at worst, remain relatively consistent just above the Fed’s target of 2%. Third, more interest rate cuts are in the pipeline, even if perhaps there would not be as many as previously hoped . The recent military actions in the Middle East have brought some new fears to the market, or perhaps they simply rushed them to the front of the line faster than they would have required on their own. An article that appeared on CNBC earlier today referenced the increasing odds that interest rates will be raised, rather than cut. This, along with rising energy costs, are all part of a broader macro picture that have brought the odds of a recession in the US in the next 12 months to almost 50%, according to Moody’s Analytics . From looking at the chart for the State Street SPDR S&P Regional Banking ETF, one can see that January’s optimism was knocked back before the actions in Iran were even on the radar. By February 6, KRE had started the year with a gain of 13.6%. Unfortunately, what the market giveth, the market hath taken away. However, regional banks have still been able to stay ahead of the broader market by almost 4%. Seeking Alpha So where do we go from here? The next two quarters for regional banks will likely be a bumpy ride with continued pessimism in the short-term being tamped down by a continuation of merger activity that was a big part of 2025. Valuations for regional banks are declining, and in the long-term this will create more opportun...
British rider went off the road after misjudging a corner Bone and ligament damage to his right knee and wrist Tom Pidcock has been withdrawn from the Volta a Catalunya following injuries sustained in a crash during the fifth stage on Friday. The British rider went off the road after misjudging a corner, suffering what he described as a “horror” crash down a ravine. Although the Pinarello-Q36.5 ri...
British rider went off the road after misjudging a corner Bone and ligament damage to his right knee and wrist Tom Pidcock has been withdrawn from the Volta a Catalunya following injuries sustained in a crash during the fifth stage on Friday. The British rider went off the road after misjudging a corner, suffering what he described as a “horror” crash down a ravine. Although the Pinarello-Q36.5 rider was able to get back on his bike and complete the stage, after medical assessments with his team and also at hospital, it was determined Pidcock could not resume the race. Continue reading...
ultramarine5/iStock via Getty Images Wall Street ended lower on the week as elevated U.S.-Iran tensions remained in focus—with officials signaling the conflict could extend several more weeks—while President Donald Trump unveiled a high-profile tech advisory panel and Treasury yields surged to multi-month highs. State Street Financial Sel Sec SPDR ETF ( XLF ) was the second biggest loser among the...
ultramarine5/iStock via Getty Images Wall Street ended lower on the week as elevated U.S.-Iran tensions remained in focus—with officials signaling the conflict could extend several more weeks—while President Donald Trump unveiled a high-profile tech advisory panel and Treasury yields surged to multi-month highs. State Street Financial Sel Sec SPDR ETF ( XLF ) was the second biggest loser among the 11 S&P 500 sectors (preceded by Consumer Discretionary), with the ETF retreating 2.58% to close the week at $47.81. Among megacap stocks, HSBC Holdings ( HSBC ) was the only stock that ended the week in the green. The stock added 2.91% week-over-week to close at $79.19. Bank stocks reportedly gained ground after President Donald Trump's March 23 Truth Social post that said the U.S. and Iran have held "very good and productive" discussions aimed at resolving hostilities in the Middle East, signaling a potential de-escalation in tensions. Berkshire Hathaway ( BRK.B ) (-2.59% W/W to $468.49) was the top decliner in the category. The stock has lost 6.80% of its value after Warren Buffett's final day as CEO. This week, BRK.A fell 2.36% to $703,699.99. Mastercard ( MA ) was the second biggest loser, shedding 2.43% on a weekly basis to close at $484.24. The payments company was among the latest financial firms to be warned about debanking by the Trump administration regulators. For the largecap losers, crypto stocks stood out. Circle Internet Group ( CRCL ) (-25.68% W/W to $93.66), Coinbase Global ( COIN ) (-18.41% W/W to $161.14), and IREN ( IREN ) (-15.02% W/W to $35.09) were the biggest losers. From a technical perspective, Bitcoin ( BTC-USD ) is in a downtrend after breaking below the ~$96K level, as per the TradingView chart. The RSI is around ~20, reflecting oversold conditions. In the near term, it may either crash toward the ~$64K level or attempt a short oversold bounce toward ~$67K. However, unless it reclaims the $68.5K zone, the structure will continue to favor weakne...
Bristol Old Vic The Reduced Shakespeare Company returns with a frantic mix of pratfalls, audience participation and lightning-flash characterisations A classical actor who appeared in a recent production of Othello told me that the cast was alarmed by the murders being met on many nights by blasts of laughter. This may be due to audiences having seen the Reduced Shakespeare Company’s 1987 show The...
Bristol Old Vic The Reduced Shakespeare Company returns with a frantic mix of pratfalls, audience participation and lightning-flash characterisations A classical actor who appeared in a recent production of Othello told me that the cast was alarmed by the murders being met on many nights by blasts of laughter. This may be due to audiences having seen the Reduced Shakespeare Company’s 1987 show The Complete Works of Shakespeare (Abridged) during its long West End runs or world tours. Or other examples of the trend for carved-up Bard that this “RSC” founder Adam Long started, including Spymonkey’s The Complete Deaths , making central an incidental aspect of Long’s shortening: the climactic body pile-ups. At Long’s revival, it is apparent, from interval conversations, that many who were taken to The Complete Works as teenagers are now bringing their own. Topical tweaks acknowledge this. Louis Theroux, a sixth-former when the original version premiered, has grown up to get a gag in this iteration, as have other contemporary phenomena, including Ozempic. At Bristol Old Vic until 28 March. Then touring until 11 July Continue reading...