Anthropic has released its most powerful "generally available" model to date: Claude Opus 4.7. The company called it a step up from Opus 4.6 for advanced software engineering tasks, particularly in complex coding areas that in the past required more hand-holding. It's also supposed to be better at analyzing images and following instructions, and it can exhibit more "creativity" when creating slide...
Anthropic has released its most powerful "generally available" model to date: Claude Opus 4.7. The company called it a step up from Opus 4.6 for advanced software engineering tasks, particularly in complex coding areas that in the past required more hand-holding. It's also supposed to be better at analyzing images and following instructions, and it can exhibit more "creativity" when creating slides and documents, per Anthropic. Opus 4.7 comes on the heels of Mythos Preview , the buzzy cybersecurity-focused model Anthropic announced earlier this month, which the company has said is its most powerful model overall. Comparatively, Opus 4.7 is … Read the full story at The Verge.
Broadcom’s stellar April looked set to continue Thursday as the chip stock rode a resurgent semiconductor trade back toward a record high. Shares rose 0.3% to $397.78 in midday trading, putting Broadcom on pace to extend its winning streak to eight days. The stock has jumped 28% in April, marking its third best month since the company—then known as Avago—went public in 2009.
Broadcom’s stellar April looked set to continue Thursday as the chip stock rode a resurgent semiconductor trade back toward a record high. Shares rose 0.3% to $397.78 in midday trading, putting Broadcom on pace to extend its winning streak to eight days. The stock has jumped 28% in April, marking its third best month since the company—then known as Avago—went public in 2009.
da-kuk Anthropic's ( ANTHRO ) impending Claude Mythos AI model poses significant risks to individual investors through a Securities and Exchange Commission database, the American Securities Association said Thursday. The ASA has long warned that the SEC's Consolidated Audit Trail (CAT) is a "significant cybersecurity vulnerability waiting to be exploited," the group's president and CEO, Christophe...
da-kuk Anthropic's ( ANTHRO ) impending Claude Mythos AI model poses significant risks to individual investors through a Securities and Exchange Commission database, the American Securities Association said Thursday. The ASA has long warned that the SEC's Consolidated Audit Trail (CAT) is a "significant cybersecurity vulnerability waiting to be exploited," the group's president and CEO, Christopher A. Iacovella, wrote in a letter to Treasury Secretary Scott Bessent, who also chairs the Financial Stability Oversight Board. With the new AI model, "This is no longer a hypothetical," Iacovella said. "The threat is here, it is identified, and it has a name." CAT's Customer and Account Information System (CAIS) is the world's largest database of retail and institutional trading, containing the name, address, year of birth, account type, account number, and complete transaction history of every retail brokerage customer in America, the ASA said . The warning was sounded after Bessent and Federal Reserve Chair Jerome Powell met with bank CEOs on Tuesday to discuss concerns that Anthropic's latest AI model will greatly increase cyber risk. ASA is calling for five actions: The immediate suspension of all collection and retention of retail investor personally identifiable information (PII) in the CAT’s CAIS and the destruction of all the data it has collected. Immediately end the use of any investor PII to create individual customer identifiers that the CAT uses to surveil American investors and that Mythos-class threat models can exploit. An immediate, independent cybersecurity audit of the CAT's full technology stack conducted against a Mythos-class threat model. Direct the SEC to formally adopt its long-pending August 2020 CAT data security proposal to eliminate the bulk downloading and end the collection and use of retail investor personal and financial information. Work with Congress to enact the Protecting Investors’ Personally Identifiable Information Act, which would r...
Micron Technology (NASDAQ:MU) at $445 and SanDisk (NASDAQ:SNDK) at $885 both carry analyst Buy consensus ratings, though one stock presents the stronger risk-reward case. The memory supercycle is accelerating, AI infrastructure demand is structurally rewriting DRAM and NAND economics, and Google’s TurboQuant breakthrough may trigger the classic Jevons paradox rather than threaten demand. Micron is...
Micron Technology (NASDAQ:MU) at $445 and SanDisk (NASDAQ:SNDK) at $885 both carry analyst Buy consensus ratings, though one stock presents the stronger risk-reward case. The memory supercycle is accelerating, AI infrastructure demand is structurally rewriting DRAM and NAND economics, and Google’s TurboQuant breakthrough may trigger the classic Jevons paradox rather than threaten demand. Micron is ... Buy, Sell or Hold Micron at $445 or SanDisk at $885?
Rabizo/iStock via Getty Images A Quick Take On Hemab Therapeutics’ IPO Hemab Therapeutics Holdings, Inc. ( COAG ) has filed to raise pipeline development capital from an IPO of its common stock, per an S-1 registration statement . The company is a clinical-stage biopharma developing treatments for various blood coagulation disorders. COAG has produced positive trial efficacy results so far, its ma...
Rabizo/iStock via Getty Images A Quick Take On Hemab Therapeutics’ IPO Hemab Therapeutics Holdings, Inc. ( COAG ) has filed to raise pipeline development capital from an IPO of its common stock, per an S-1 registration statement . The company is a clinical-stage biopharma developing treatments for various blood coagulation disorders. COAG has produced positive trial efficacy results so far, its management is experienced, it has relationships with major pharma firms and is well capitalized. The IPO should be in demand from institutional life science investors. Hemab Therapeutics Overview And Development Efforts Cambridge, Massachusetts-based Hemab is developing a pipeline of treatments for blood-clotting conditions and has programs in various stages of trials, discovery and pre-clinical studies. The firm is developing antibody-based treatments that modulate the body’s coagulation system, rather than replacing missing clotting factors. Hemab’s current pipeline status is shown in the graphic below: SEC The company's lead program is expecting to begin Phase 3 trials in the second half of 2026. Its Phase 2 trial results for the treatment of Glansmann thrombasthenia included that a “reduction in mean annualized treated bleed rate, or ATBR, for patients treated with sutacimig ranged from 19% to 87%, indicating clinical activity at all regimens tested.” Management of Hemab is led by President and Chief Executive Officer, Mr. Benny Sørensen, M.D., Ph.D, who has been with the company since 2021 and was previously SVP Strategic Projects at Codiak Biosciences. He has held numerous other senior roles in life science companies throughout his career. Institutional investors in Hemab include RA Capital Management, Novo Holdings, AI DEN-MAB, Sofinnova, Deep Track Capital, SMALLCAP World Fund, Healthcap and Avoro Ventures, and have invested a fair market value of approximately $365 million to date. Hemab’s Market & Competitors The firm is operating in the bleeding disorders market, w...
WTI crude oil hit $114.58 a barrel in early April, its highest level in a year, before settling back toward $100. That kind of volatility, a swing of more than $50 over 12 months, tends to sharpen investor interest in clean energy as a structural alternative. All three ETFs covered here have posted solid gains ... iShares, First Trust, and Invesco: Which Clean Energy ETF Fits Your 2026 Portfolio
WTI crude oil hit $114.58 a barrel in early April, its highest level in a year, before settling back toward $100. That kind of volatility, a swing of more than $50 over 12 months, tends to sharpen investor interest in clean energy as a structural alternative. All three ETFs covered here have posted solid gains ... iShares, First Trust, and Invesco: Which Clean Energy ETF Fits Your 2026 Portfolio
Rigetti unveils its 108-qubit Cepheus system, tripling capacity and boosting fidelity as it advances chiplet-based scaling and targets quantum advantage.
Rigetti unveils its 108-qubit Cepheus system, tripling capacity and boosting fidelity as it advances chiplet-based scaling and targets quantum advantage.
Amazon (NASDAQ:AMZN) has delivered accelerating numbers, a widening moat, and a valuation that makes sense for what this company is becoming. I can’t stop buying AMZN stock, here’s why. Reason 1: AWS Is Reaccelerating Into AI Demand The most important number in Amazon’s business is the trajectory of AWS growth. In Q1 2025, AWS grew ... Why I Can’t Stop Buying Amazon Stock
Amazon (NASDAQ:AMZN) has delivered accelerating numbers, a widening moat, and a valuation that makes sense for what this company is becoming. I can’t stop buying AMZN stock, here’s why. Reason 1: AWS Is Reaccelerating Into AI Demand The most important number in Amazon’s business is the trajectory of AWS growth. In Q1 2025, AWS grew ... Why I Can’t Stop Buying Amazon Stock
Is AI helping with your workouts? We want to hear about it According to reports , people are incorporating AI into their fitness routines in a variety of ways; they have it write up training plans, design meal plans and workout playlists, and provide feedback on form. We want to hear from you: how are you using AI in your workouts? Continue reading...
Is AI helping with your workouts? We want to hear about it According to reports , people are incorporating AI into their fitness routines in a variety of ways; they have it write up training plans, design meal plans and workout playlists, and provide feedback on form. We want to hear from you: how are you using AI in your workouts? Continue reading...
JHVEPhoto/iStock Editorial via Getty Images We are early in our coverage of the Q1 regional bank earnings season. We believe reviewing the earnings of regional banks is a great way to do a "pulse check" on the strength of the economy both locally and regionally. Thus far we have seen strength in the few that have reported thus far. In today's column, we return to Citizens Financial Group, Inc. ( C...
JHVEPhoto/iStock Editorial via Getty Images We are early in our coverage of the Q1 regional bank earnings season. We believe reviewing the earnings of regional banks is a great way to do a "pulse check" on the strength of the economy both locally and regionally. Thus far we have seen strength in the few that have reported thus far. In today's column, we return to Citizens Financial Group, Inc. ( CFG ). We maintain a neutral rating at these levels and note that operations are remaining resilient. Citizens is one of the larger regional banks that we cover. A few years ago, management embarked on a strategy to be more strict in its lending standards, and this paid off with improving asset quality over the last few years. While there was some pressure on loan volume from the tightening of standards, the margin power has gotten better. Further, the bank stock continues to raise its dividend, with another 9.5% increase announced last fall. Today Citizens just reported Q1 earnings . Let us check in on and discuss the key metrics of Citizens Financial that we follow. Citizens Financial Q1 Earnings Headline Results In the just-reported Q1 , Citizens saw positive results overall. Revenues rose a robust 11.9% to $2.17 billion from a year ago. It was essentially in line with consensus expectations (a beat of $10 million). The provision for credit losses was $140 million, which was down from $153 million from last year's Q1. We see no issue with this level of provisions, which could indicate issues with repayment or expected losses. In fact, loan loss provisions for losses have been around the same level each quarter over the last year and are edging lower over time. That is a good sign. The bank saw net income increase from $373 million last year to $517 million in Q1. It did, however, edge slightly lower from $528 million in the sequential Q4. But EPS was better than expected; it hit $1.13 and was a $0.04 beat against consensus expectations. This was up 47% from last year and ...
EschCollection/DigitalVision via Getty Images After reading the recent headlines and comments in many macro analysts' articles here on Seeking Alpha since the ceasefire in the Middle East, I can conclude with a relatively high conviction that a good number of investors still haven’t bought the dip. That’s totally fine. We each have our own risk tolerance, right? And, as you may well know, mine is ...
EschCollection/DigitalVision via Getty Images After reading the recent headlines and comments in many macro analysts' articles here on Seeking Alpha since the ceasefire in the Middle East, I can conclude with a relatively high conviction that a good number of investors still haven’t bought the dip. That’s totally fine. We each have our own risk tolerance, right? And, as you may well know, mine is through the roof. As I'm writing, despite early signs of hope , Hormuz is still largely blocked, and there is no deal between the U.S. and Iran yet. In other words, we're not out of the woods yet. That said, the market has spoken, and the major U.S. benchmarks are now back in the green. Guidance Terminal As I'm writing, the SPY has broken a new all-time high, despite the fact that consumer sentiment is worse than in the 2022 inflation shock, the 2020 pandemic, the 2008 GFC, the 2001 dot com bust, the early-1990s recession, the double-dip recession of the early 1980s, or the 1973-75 oil shock recession. Let me be crystal clear before I continue with my bull case. Despite being bullish, I strongly believe there will be a big AI bubble bust in 202x (and I really believe it’s going to be big). This will be the topic of an upcoming article, but I advance here that I have little to no doubt that a lot of the market optimism rests on a single pillar: AI will lift earnings. It's my view that investors will eventually grow impatient waiting to see broad-based AI earnings growth, outside of a few pockets like Palantir, Meta (remember its Q4 earnings and the strong Q1 guidance), or the picks and shovels in the AI data center buildout (a theme I actually bought last week). You may have noticed a few paragraphs back that I said 202x. To be clear, I am unsure when the peak of the AI supercycle (or bubble, call it however you want) will be, as I don't see any cockroaches in the kitchen yet. For reference, I discussed how to time the peak of the AI bubble in an article I wrote last year. I...
Health secretary in a diary entry said his kids were in the car as he cut off animal’s genitals in 2001 to ‘study them later’ Robert F Kennedy Jr once cut the penis off a road-killed raccoon in an incident that is just one of several involving dead animals that the controversial US health secretary has been involved in. A new book called RFK Jr: The Fall and Rise was published this week and reveal...
Health secretary in a diary entry said his kids were in the car as he cut off animal’s genitals in 2001 to ‘study them later’ Robert F Kennedy Jr once cut the penis off a road-killed raccoon in an incident that is just one of several involving dead animals that the controversial US health secretary has been involved in. A new book called RFK Jr: The Fall and Rise was published this week and reveals a diary entry for Kennedy that describes the prominent vaccine critic and leader of the “Make America healthy again” (Maha) movement stopping his car on a New York highway on 11 November 2001. Continue reading...
Earnings Call Insights: U.S. Bancorp (USB) Q1 2026 Management View “This quarter, we delivered earnings per share of $1.18... Total net revenue of $7.3 billion increased 4.7% year-over-year,” said (President, CEO & Director Gunjan Kedia), adding that results were supported by “robust core loan growth in commercial and credit card and a second consecutive quarter of record consumer deposits.” Kedia...
Earnings Call Insights: U.S. Bancorp (USB) Q1 2026 Management View “This quarter, we delivered earnings per share of $1.18... Total net revenue of $7.3 billion increased 4.7% year-over-year,” said (President, CEO & Director Gunjan Kedia), adding that results were supported by “robust core loan growth in commercial and credit card and a second consecutive quarter of record consumer deposits.” Kedia spotlighted small business as a growth push, saying “our recently announced partnership with Amazon is significant in size and will meaningfully expand our small business reach,” and framed it as different from typical co-brand deals by “anticipating a clear pathway to broader banking relationships over time.” Kedia emphasized payments and capital markets momentum, saying “capital markets' performance was particularly strong” and that “our organic product expansion as well as our pending BTIG acquisition are expected to drive sustained revenue growth.” “We reported earnings per common share of $1.18 and generated $7.3 billion of net revenue,” said (Vice Chair & Chief Financial Officer John Stern), while also stating, “credit quality metrics remain stable” and “net interest margin was flat linked quarter at 2.77%.” Outlook “Net interest income growth... is expected to be in the range of 6% to 7% compared to the second quarter of 2025,” said (CFO Stern), alongside “total fee revenue growth... in the range of 6% to 7%” and “total noninterest expense growth of 3% to 4%” (all vs. Q2 2025). “We expect total net revenue growth to be in the range of 4% to 6% compared to the prior year,” Stern said, while keeping “positive operating leverage of 200 basis points or more for the full year.” Stern said guidance “excludes the impact of the pending BTIG acquisition,” which “is expected to contribute approximately $200 million of fee revenue per quarter, with an anticipated close date in the back half of the second quarter,” while also stating “the impact of the Amazon small-business car...