Breaking: Anthropic Closes $9B at a $185B Valuation

Hyperscaler spending is rewriting the S&P 500's earnings story. Here's where the next leg of the trade is hiding.

Inference costs are collapsing faster than pricing. That changes the entire moat conversation.

Internal staff papers point to a 0.8% structural lift to potential GDP growth — and a more hawkish reaction function.

A new class of fintechs is shipping credit decisions in under 400ms — and pricing them better than the banks.