Dario Amodei, co-founder and chief executive officer of Anthropic, at the AI Impact Summit in New Delhi, India, on Thursday, Feb. 19, 2026. Prakash Singh | Bloomberg | Getty Images Anthropic CEO Dario Amodei said his company tried to plan for 10-fold growth. But revenue and usage increased 80-fold in the first quarter on an annualized basies, which he says explains why it's been so hard to keep up with demand. "That is the reason we have had difficulties with compute," Amodei said Wednesday at his company's developer conference in San Francisco. Amodei added that the company is "working as quickly as possible to provide more" capacity and will "pass that compute on to you as soon as we can." Amodei's comments came hours after Anthropic announced a deal with Elon Musk 's SpaceX to use all of the compute capacity at his company's Colossus 1 data center in Memphis, Tennessee. As part of the agreement, Anthropic will get access to more than 300 megawatts of capacity. SpaceX owns rival artificial intelligence lab xAI, now known as SpaceXAI. Anthropic's historic growth has been fueled by the popularity of its Claude AI models, and has seen a notable explosion since last year's launch of Claude Code, which has taken the world of software development by storm. The company is currently in talks with investors about raising cash at a valuation of $900 billion, as CNBC previously reported, which would make it worth more than OpenAI. "Software engineers are the ones who are fastest to adopt new technology," Amodei said on stage. "It's a foreshadowing of how things are going to work across the economy, and how the economy is going to be transformed by AI." Last month, Anthropic said demand for Claude has led to "inevitable strain on our infrastructure," which has impacted "reliability and performance" for its users, particularly during peak hours. The company has inked several compute deals in recent weeks, including a multibillion-dollar agreement with Amazon. Meanwhile, Anthro...

An appeals court today struck down federal rules that prohibit discrimination in access to broadband services, delivering a victory to telecom and cable lobby groups. The court ruling was welcomed by Federal Communications Commission Chairman Brendan Carr, who voted against the Biden-era rules when they were approved in 2023 . The FCC exceeded its legal authority by imposing liability for actions that result in "disparate impact," instead of merely policing "disparate treatment," said a ruling by from the US Court of Appeals for the 8th Circuit. The FCC also exceeded its authority by applying the rules to entities that don't directly offer Internet service to subscribers, according to the ruling issued unanimously by three judges appointed by Republican presidents. “Today’s appellate court decision is another common-sense win for nondiscrimination," Carr said today. Carr claimed the rules "would have required broadband providers and many other businesses to discriminate against people based on their race, gender, or other protected characteristics," but did not explain how the rules would have required discrimination. Carr also compared the rules to diversity, equity, and inclusion (DEI) policies that he has called discriminatory. Read full article Comments

Xencor press release ( XNCR ): Q1 GAAP EPS of -$1.71 misses by $0.96 . Revenue of $4.51M (-86.2% Y/Y) misses by $22.16M . Based on current operating plans, Xencor expects to end 2026 with between $380 million and $400 million in cash, cash equivalents and marketable debt

富时A50期指连续夜盘收涨0.46%，报15888点。

Gladstone Capital press release ( GLAD ): Q2 net investment income per share of $0.52. Total investment income of $25.99M. More on Gladstone Capital Gladstone Capital: Buy One Of The Best BDCs During Trouble Gladstone Capital: Is The 17% Discount Justified? Gladstone Capital: Surviving But No Catalysts To Thrive Gladstone Capital declares $0.15 dividend Gladstone Capital downgraded at Jefferies after FQ1 financial results

xAI's real business may be more about building data centers than training AI models.

Vaxcyte press release ( PCVX ): Q1 GAAP EPS of -$2.30. Approximately $2.7 Billion in Cash, Cash Equivalents and Investments as of March 31, 2026 , Including $601.8 Million in Net Proceeds from February 2026 Equity Offering More on Vaxcyte Vaxcyte's Manufacturing-Backed Vaccine Platform Is Redefining The PCV Market Vaxcyte, Inc. (PCVX) Q4 2025 Earnings Call Transcript Seeking Alpha’s Quant Rating on Vaxcyte Historical earnings data for Vaxcyte Financial information for Vaxcyte

Earnings Call Insights: Postal Realty Trust (PSTL) Q1 2026 Management view "Today, we are taking another step by sharing our forward-looking top line revenue outlook for 2027... We are expecting same-store cash revenue growth of approximately 6.5% in 2027" (CEO Andrew Spodek).

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Digi International press release ( DGII ): Q2 Non-GAAP EPS of $0.62 beats by $0.04 . Revenue of $130.74M (+25.1% Y/Y) beats by $5.71M . For the third fiscal quarter, revenues are estimated to be $130 million to $134 million. Adjusted EBITDA is estimated to be between $35.5 million

Accounts for year ending July 2025 show improved salary Richard Masters had earned £1.9m the previous year The latest accounts filed by the Premier League show chief executive Richard Masters received £1m in a performance-related bonus. Accounts by the Premier League for the year ending 31 July 2025 were published on Companies House on Tuesday and revealed Masters’ improved salary. Continue reading...

美國蘋果公司旗下Siri廣告被指誤導顧客，蘋果同意支付2.5億美元，集體和解。 一班iPhone手機用家早前入稟加州北區聯邦法院，指控蘋果在2024年底，宣稱iPhone 16系列手機的手機具備智慧助理Siri，具備個人化人工智能，後來蘋果承認，要花更多時間升級Siri功能，被告質疑蘋果，為刺激手機銷量而誤導買家。 蘋果近日向法院提交和解協議，提到2024年6月10日至2025年3月29日間，用家在美國購買的iPhone 15 Pro，15 Pro Max及iPhone 16手機，可申請索償。每名合資格用戶可能獲得最多95美元賠償。

Good morning . Washington and Iran weigh a potential deal to end the war. Project Vault points to a perspective shift on globalization. And Sony is finalizing one of the biggest catalog deals in music history. Listen to the day’s top stories . Market Snapshot S&P 500 7,365.12 +1.5% WTI Crude Futures $95.08 -7.0% Brent Crude Futures $101.96 -7.2% Market data as of 05:22 PM ET. Data is subject to provider delays. Oil sank as Iran weighed a fresh US peace proposal that may offer Donald Trump an off-ramp from a conflict that has spiked energy prices and hurt his political standing . The deal would reopen the Strait of Hormuz and lift the American naval blockade, a person familiar said. Nuclear talks would come later. China added to pressure on the US president to end the war, calling for a swift reopening of Hormuz just days before Xi Jinping is set to meet with Trump. The Islamic Republic has been seeking an edge as ceasefire negotiations inch forward, pushing to deepen ties with Beijing and Moscow to blunt heat from Washington. Pentagon’s Botched Blacklist Highlights Frail Trump-Xi Truce A mishandled blacklisting of tech giants Alibaba and Baidu gives a rare window into an administration often at odds with itself on how to approach Beijing Read more Anthropic signed a deal with Elon Musk’s SpaceX to bolster computing resources and meet surging demand for Claude AI. The firm said the partnership would “substantially” increase its resources and enable it to raise usage limits for AI products. DeepSeek is raising money from Chinese government-backed investors at a valuation of about $50 billion, the WSJ reported. Morgan Stanley is rolling out cryptocurrency trading on its E*Trade platform with a dig at rivals: cheaper pricing . The bank is charging clients 50 basis points on the dollar value of each crypto transaction—undercutting heavyweight Coinbase, and the likes of Robinhood and Charles Schwab. The vessel grappling with a deadly outbreak of hantavirus evacuated three...

格隆汇5月7日｜新西兰联储主席布雷曼：预计经济增长会有所放缓，但我们仍然预期今年会有增长。

Image source: The Motley Fool. Wednesday, May 6, 2026 at 4:30 p.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading

Micron Ships 245TB 6600 ION SSD for Rack-Scale AI Storage HPCwire

ARM美股盘后跌幅扩大至6%，此前一度涨超12%。

One Liberty Properties press release ( OLP ): Q1 FFO of $0.50 beats by $0.02 . Revenue of $28.29M (+17.0% Y/Y) beats by $1.53M . Portfolio occupancy of 98.8% as of quarter end. More on One Liberty Properties One Liberty Properties: Market Is Ignoring This High-Yield REIT's Major Inflection (Rating Upgrade) Seeking Alpha’s Quant Rating on One Liberty Properties Historical earnings data for One Liberty Properties Dividend scorecard for One Liberty Properties Financial information for One Liberty Properties

Consumer goods companies don't typically get the headlines. But May 2026 is giving investors some of the clearest reasons in years to pay attention.

Key PointsConsumer staples with pricing power are outperforming amid volatility, tariffs, and cautious spending.