Robert Way Anthropic expects to pay Amazon ( AMZN ), Alphabet's ( GOOG ) ( GOOGL ) Google, and Microsoft ( MSFT ) at least $80B to run its Claude AI on their cloud servers through 2029. However, that is not the only way the companies can make money from Anthropic, The Information reported. These companies get a portion of the revenue Anthropic generates if their customers buy its AI, according to the company's most recent forecasts, as per the report . This is a fast-growing source of revenue. Anthropic paid about $1.3M in 2024 to cloud providers as their share of AI sales, according to the company’s disclosures. However, the amount was expected to increase to about $360M last year, $1.9 billion in 2026, and $6.4B in 2027, according to news outlet's analysis of Anthropic’s most optimistic forecasts for sales and marketing expenses— which include the cloud provider payouts — and its past such payments, the report noted. Anthropic, Amazon, Google, and Microsoft did not immediately respond to a request for comment from Seeking Alpha. The revenue share provides some insight into how Anthropic incentivizes its cloud partners to offer its AI to their customers so that they work on its behalf. Microsoft, for example, has encouraged salespeople in its Azure cloud unit to sell Anthropic AI models, informing them that those sales will count toward their quotas just as Microsoft-made software and OpenAI’s models do, the report noted. The estimated payouts, also called revenue sharing or partner profit share, are meaningful to Anthropic. They amount to about one-tenth of its overall forecasted revenue for those years, the report added, citing the company's past financial disclosures. By another measure, around 50% of Anthropic’s gross profits on selling its AI through Amazon has gone to Amazon, the report noted, citing a person with knowledge of those resales and another person who communicated with Anthropic executives. These gross profits represent the revenue Anthropic gener...

TimArbaev/iStock via Getty Images Rising short bets on the iShares iBoxx $ High-Yield Corporate Bond ETF ( HYG ) and the iShares iBoxx $ Investment Grade Corporate Bond ETF ( LQD ) signal that investor unease over the U.S. artificial intelligence capital expenditure boom is spilling into credit markets. Short interest as a share of outstanding units has climbed sharply this year for both exchange-traded funds, with LQD seeing the steeper increase, according to JPMorgan flows data posted by Neil Sethi. The move suggests investors are increasingly hedging exposure to corporate bonds tied to heavy AI-related spending. In a note, JPMorgan strategist Nikolaos Panigirtzoglou said, "The aversion to U.S. AI stocks has spilled over to credit, with short interest on LQD rising sharply year-to-date and by more than HYG.” He added that the divergence reflects the composition of recent issuance. “This is because much of the newly issued AI debt that caused indigestion in credit markets belongs to the high-grade universe,” Panigirtzoglou said. Investment-grade borrowers, including hyperscale technology companies funding data centers and chip infrastructure, have led the surge in bond sales. Growing concern that AI-related capex may overshoot returns has prompted some investors to position for wider spreads, using liquid credit ETFs such as LQD and HYG to express bearish or hedging views. The HYG's current short interest stands at 34.95% and LQD's at 23.12%. More Related Stories Risk Trade Poised To Follow Crypto's Lead The Portfolio Role Of Bonds When Equities Are Overextended LQD: Quality Bond Holdings, But You Can Do Better Record bond trading as tech borrowing, M&A drive supply wave - report Real yield dilemma: Apollo says the bond market is starved for meaningful income

格隆汇2月18日｜Palo Alto Networks绩后跌超9%，拖累网络安全概念股走低，Datadog跌超4%，Zscaler跌3.4%，飞塔信息跌近2%，Cloudflare跌1.3%。Palo Alto Networks公布第二财季业绩并下调未来业绩指引，预期第三财季调整后每股盈利将介于0.78至0.8美元之间(低于之前预期的0.92美元)，预期全年调整后每股盈利将介于3.65至3.7美元之间(低于之前预期的3.87美元)。(格隆汇)

格隆汇2月18日｜据美国纽约联储数据，上个交易日(2月17日，长周末归来首个交易日)担保隔夜融资利率(SOFR)报3.71%，之前一天报3.66%。上个交易日有效的联邦基金利率报3.64%，之前一天报3.64%。

拜耳 (PINK:BAYRY)同意了一项拟议的72.5亿美元和解协议，以解决美国数千起关于农达除草剂(Roundup)的诉讼；与此同时，最高法院将另案审理一起关键的优先管辖权案件。由于诉讼拨备增加且2026年自由现金流转为负值，该股周三早盘小幅下跌0.2%。 责任编辑：张俊 SF065

自2025年6月以来，特斯拉无人驾驶出租车队在奥斯汀共发生14起碰撞事故，其中一起事故中有人受轻伤住院 【财新网】 特斯拉首辆无人驾驶出租车Cybercab在美国得州工厂下线。美国当地时间2月17日，特斯拉（NASDAQ：TSLA）发布上述信息。 Cybercab发布于2024年10月，是特斯拉专门为自动驾驶打造的车型。这款车型只有两个座位，没有配置方向盘和加速、刹车踏板。特斯拉计划于2026年4月正式量产Cybercab，2月17日下线的可能是试制车型。 特斯拉没有公布Cybercab在2026年的量产目标。公司CEO马斯克曾宣称，Cybercab使用了全新的制造工艺，生产效率大幅提升，这款车型最终年产量可达到500万辆。他同时指出，工厂初期产能的提升速度可能会慢得令人煎熬。

When Newmont ( NEM ) reports its fourth-quarter earnings on Thursday, Wall Street expects the world's biggest gold miner to post EPS of $2.02, implying a rise of 44.3%, while revenue is expected to increase 10.6% to $6.25B for the quarter. Denver, Colorado-based Newmont beat third quarter adjusted earnings in October on the back of a surge in gold prices despite its gold production declining by 15%. Seeking Alpha analysts, Wall Street, and Seeking Alpha’s Quant ratings are bullish on the stock and consider it a Buy and above. Seeking Alpha author The Curious Analyst rated NEM a Strong Buy, driven by record free cash flow, new mine launches, and a streamlined organization. “Operational improvements, including a leaner structure and cost discipline, are already reducing G&A expenses by 15% and supporting margin expansion,” highlighted the analyst, adding that “near-term catalysts include the Ahafo North mine ramping up production, a robust project pipeline, and disciplined capital allocation via buybacks.” The stock had an impressive run, rising nearly 157% over the past year, compared to the 11.6% rise in the broader S&P 500 index. Equity analyst KM Capital reiterated a Strong Buy rating for Newmont due to robust gold and copper price tailwinds and exceptional profitability. KM Capital added that structural copper shortages and central bank gold demand underpin long-term bullishness, despite Wall Street’s muted consensus price target. Additionally, geopolitical uncertainty and defensive asset demand are key catalysts. However, the analyst warned that positive macro or geopolitical shifts could temper gold’s appeal. Over the last 2 years, NEM has beaten EPS estimates 75% of the time and has beaten revenue estimates 75% of the time. Over the last 3 months, EPS estimates have seen eight upward revisions and no downward revisions, while revenue estimates have seen six upward revisions and no downward moves. More on Newmont Newmont Is A Golden Opportunity The Market Is Un...

Cathie Wood Bets Big on Semiconductors, Adds Broadcom and AMD GuruFocus

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The US skier was the Olympic downhill champion in 2010 and had been hoping for a fairytale ending to her illustrious career in 2026.

Four South Africans, among about 20 young men whose families said they were duped into fighting for Russia, have been repatriated, the state-owned South African Broadcasting Corp. reported. The men, who were recruited with the help of a daughter of former South African President Jacob Zuma , arrived at Johannesburg’s main airport on a flight from Dubai, the broadcaster reported. It aired footage of their arrival and said they would be taken to a police station. The group, which traveled to Russia around July, included two men from Botswana and were told they would be trained as bodyguards before being forced to sign military contracts, their families said. Last week South Africa’s President Cyril Ramaphosa ’s office said he had spoken to Russia’s President Vladimir Putin and asked for their return. The case underscores mounting concern that Russia is recruiting a growing number of Africans to bolster its manpower-strapped military. A report this month by Inpact, a unit of the All Eyes On Wagner nonprofit, said it had identified about 1,400 Africans fighting for Russia, of whom roughly 300 have been killed. Zuma’s daughter Duduzile Zuma-Sambudla has said she was misled by a South African in Russia called Blessing Khoza and stepped down from parliament. She is under investigation by the South African police over her involvement. Lacking Money, Russia Turns to God in Push for African Influence Kenya Seals Russia War Recruits Return as S. Africans Wait Zuma’s Daughter Linked to Recruiting Africans for Russia War Mercenary activity has been illegal in South Africa since 1998, and current law prohibits citizens from taking part in foreign armed conflicts without government authorization. Many of the Africans recruited were told they would be employed as truck drivers or security guards in Russia and had no military training prior to being deployed against Ukraine. Sign up here for the twice-weekly Next Africa newsletter , and subscribe to the Next Africa podcast on Apple ...

New housing construction rebounded in the final two months of last year, a sign there could be gradual improvement in the beaten-down sector in 2026.

Key PointsChevron and ExxonMobil trace their origins back to the 1800s.

Watch: Macron Calls Free Speech Online 'Pure Bullshit' French President Emmanuel Macron on Wednesday said that the notion of free speech on social media platforms - is "pure bullshit," because algorithmically served content can lead to hate speech (such as the right to say his elderly wife has a penis and gives him black eyes). The comments come after the US recently imposed bans on a former European official and pro-censorship activists for trying to police online speech, while US Secretary of State Marco Rubio justifies the moves as pushback against the "global censorship-industrial complex." Europe, including Germany and the UK , have been weighing social media bans for minors, a move that could impact critical advertising revenue for companies and platforms such as Meta, TikTok, YouTube, Snap, X, and others. "Having no clue about how their algorithm is made, how it’s tested, trained and where it will guide you — the democratic consequences of this bias could be huge," Macron said in New Delhi on Wednesday, Bloomberg reports. "Some of them claim to be in favor of free speech — OK, we are in favor of free algorithms — totally transparent," he continued. " Free speech is pure bullshit if nobody knows how you are guided to this so-called free speech , especially when it is guided from one hate speech to another." French President Macron: Free speech is a pure bullshit if nobody knows how you are guided through this so-called free speech—especially when it is to be guided from one hated speech to another hated speech. I just want to have a transparent road through these different… pic.twitter.com/pFAQ62SsxU — Clash Report (@clashreport) February 18, 2026 Earlier this month, Macron said he expects a battle with the Trump administration over the bloc's regulation of digital services, and that countries such as France and Spain could be punished if they move forward with proposed social media bans for children. The Trump administration has vowed to oppose efforts by for...

Wall Street Analysts Believe Nvidia (NVDA) Could Rally 38.16%: Here's is How to Trade Nasdaq

AMD Stock Falls While Nvidia Gains — What’s Driving the Move? TipRanks

格隆汇2月18日｜据彭博，德国总理弗里德里希·默茨表态支持有关禁止未成年人使用社交媒体的提案。Instagram、Facebook、Snap、X、TikTok等社交媒体平台因可能存在有害和成瘾性内容，在欧洲面临日益严峻的审查。默茨内阁预计将在夏季前批准一份由保守派及社民党共同提出的提案，目标是在今年下半年获得议会批准。这位德国领导人定于下月初访问华盛顿并与特朗普举行会谈。

@media (max-width: 768px) { .image-container { width: 100% !important; float: none !important; margin: 0 0 1rem 0 !important; } } Image source: The Mo

NVIDIA (NASDAQ:NVDA) CEO Jensen Huang runs the world’s largest company and his placement on the ‘Mount Rushmore’ of tech leaders is all but secured. Yet, what we’re seeing across the past six months might be his greatest work to date, and last night provided another coup for NVIDIA. Yesterday, Meta Platforms (NASDAQ:META) announced a massive ... Did Nvidia CEO Jensen Huang Just Pull Off His Most Brilliant Move Yet?

With wet and unsettled weather expected to continue flood affected areas will have to wait longer for any respite as Sarah Keith-Lucas explains.

(RTTNews) - Health Catalyst Inc. (HCAT) said it has appointed President and Chief Operating Officer Ben Albert as Chief Executive Officer and a member of the board, effective February 12.

J Studios/DigitalVision via Getty Images What's on Our Minds For most of the past 15 years, US equities didn't just outperform, they made their outperformance feel inevitable. That's what the idea of "US exceptionalism" became in practice: exceptional earnings growth, exceptional valuations (that didn't matter), and eventually, exceptional concentration of market returns. Which has increasingly narrowed to a heavy bet on AI. A whole generation of investors has been weaned on US stock market exceptionalism. On a rolling three-year basis, the most recent stretch of US outperformance has lasted approximately 193 months, or more than 15 years—more than two-and-a-half times longer than any prior episode. Such investors may assume that the underperformance of US equities in 2025 was an aberration soon to be reversed, but market structure has changed from 15 years ago. While valuations of US and international developed markets were once similar, the US now trades at nearly twice the multiples of foreign developed stocks. The valuation gap has widened, in part, due to the rising market values of the largest "AI plays" in the US that represent a larger proportion of the overall market. By year-end 2025, the top 10 US stocks by market capitalization represented roughly 40% of the MSCI USA Index, up from about 18% in 2009. Outside the US, however, concentration slightly declined, with the top 10 members of the MSCI World ex US moving from roughly 13% to 12% of the index's value. That widening gap in valuations and market diversity matters because it changes what US investors are currently pricing in and ultimately betting on. At today's starting point, continued US market leadership increasingly depends on a single premise: that AI will produce an extended expansion of growth and profitability, most of it captured by a select few US companies. But AI isn't a monolithic trade; it's a capital-expenditure regime with two distinct camps of participants, and two very different risk...

Image source: The Motley Fool. Wednesday, February 18, 2026 at 8:30 a.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading

On February 13, 2026, Shannon River Fund Management LLC disclosed in a U.S. Securities and Exchange Commission filing that it sold out of JFrog (NASDAQ:FROG) , with the estimated transaction value approximately $40.89 million based on quarterly average pricing. Shannon River Fund Management LLC reported in a Securities and Exchange Commission (SEC) filing dated February 13, 2026, that it sold 863,924 shares of JFrog over the quarter. The estimated transaction value was approximately $40.89 million, calculated using the quarterly average price. The fund’s quarter-end stake in JFrog fell to zero, and the position’s valuation dropped by $40.89 million, which includes both trading activity and stock price movement. The fund sold out of JFrog; its stake now represents none of 13F assets under management. Continue reading

Investors have bought into the promise of CRISPR technology for years. The ability to target and edit genes to treat cancer and various genetic conditions is an obvious home run. CRISPR Therapeutics (NASDAQ: CRSP) won the race to market, partnering with Vertex Pharmaceuticals on Casgevy. After its FDA approval in December 2023, CRISPR Therapeutics remains the only CRISPR company to have received approval for a gene-editing therapy. But CRISPR stock still trades at a fraction of its all-time high, even after popping on its recent earnings report. Should investors buy shares of CRISPR Therapeutics in February? Here is what you need to know before you decide. Continue reading

Meta Platforms首席执行官马克·扎克伯格（Mark Zuckerberg）将在洛杉矶的一场陪审团审判中作证，该诉讼指控Instagram和YouTube设计了导致一名青少年受到伤害的成瘾性功能。这是1500多起诉讼中的一起风向标案件，可能使科技巨头损失数十亿美元并促使设计变革。 责任编辑：张俊 SF065

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格隆汇2月18日｜现货黄金站上4990美元/盎司，日内涨2.32%。

Microsoft Aims to Equip 20 Million Indians With AI Skills

How New Government Cloud Wins and AI Lawsuits Will Impact Oracle (ORCL) Investors simplywall.st