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Anthropic officially told by DOD that it's a supply chain risk even as Claude used in Iran
The formal declaration will require defense vendors and contractors to certify that they don’t use Anthropic’s models in their work with the Pentagon.
Broadcom stock rallies as CEO Tan makes strong case for why AI growth will last
Broadcom's AI revenue forecast surpassed many bullish expectations from Wall Street analysts.
Mortgages in 47 seconds: Better’s new ChatGPT app targets lenders Rocket and UWM
Creating a mortgage has been one of the most time-consuming corners of American finance, with lenders relying on dozens of steps that can take weeks.
OpenAI's Altman takes jabs at Anthropic, says government should be more powerful than companies
The startup landed a deal with the Department of Defense hours after Anthropic was blacklisted by Defense Secretary Pete Hegseth.
Broadcom CEO's copper commitment tanks Corning shares — but sellers are mistaken
Shares of Corning and other optical companies are sliding Thursday.
Cloud stocks jump, head for best day in nearly a year despite broad market declines
The WisdomTree Cloud Computing Fund (WCLD) gained 4.5% on the session, putting the exchange-traded fund on track for its best day since April 24, 2025.
Op-ed: What $5 billion humanoid robots taught me about risk, jobs and the future of the economy
Apptronik has risen in value from $15 million to $5 billion and now has Google DeepMind as a partner. There's a very big idea backing the robotics startup.
Iran's Shahed drone: How 'the poor man’s cruise missile’ is shaping Tehran’s retaliation
After years on the front lines of Russia's invasion of Ukraine, the Iranian Shahed-136 drone is at the center of Tehran's retaliation against recent U.S. strikes.
Broadcom earnings, AI's PR problem, Musk takes the stand and more in Morning Squawk
Here are five key things investors need to know to start the trading day.
5 unresolved questions hanging over the Anthropic–Pentagon fracas: 'It's all very puzzling'
Plenty of unknowns remain after Defense Secretary Pete Hegseth designated Anthropic a "Supply-Chain Risk to National Security" on Friday.
Anthropic and the Pentagon are back at the negotiating table, FT reports
Anthropic CEO Dario Amodei is reportedly back at the negotiating table with the U.S. Department of Defense after the breakdown of talks on Friday.
Defense experts defend Anthropic in letter to Congress, slam DoD for setting 'dangerous precedent'
Former defense and intelligence officials and policy experts are urging Congress to investigate the Pentagon's labeling of Anthropic as a supply chain risk.
BYD sales plunge in first two months of 2026 as EV giant loses more ground to competitors
BYD lost ground to its domestic competitors over the first two months of 2026, as overall demand in China's electric vehicle market slowed.
Amazon's Bahrain data center targeted by Iran for support of U.S. military, state media says
Amazon said the Bahrain facility was damaged due to a nearby drone strike, and two data centers in the UAE were directly hit by drones.
Broadcom beats on earnings and guidance as AI revenue doubles
Broadcom's AI revenue jumped 106% as the company continues to be a big beneficiary of the boom in infrastructure spending.
Tech industry group expresses 'concern' to Pete Hegseth over supply chain risk label
The Information Technology Industry Council's letter doesn't name Anthropic, but lands days after the AI company was designated a supply chain risk.
Okta beats fourth-quarter estimates, but issues weak guidance
Okta's stock has dropped this year as investors fret over AI replacing cybersecurity
As bond investors fret over an AI bubble, what to know — and how to find an opportunity
For the first time, investors said an AI bubble was their biggest worry, according to a recent Bank of America survey. What the pros are saying.
Nvidia CEO Huang says $30 billion OpenAI investment 'might be the last'
Huang also mentioned that Nvidia's $10 billion investment in OpenAI rival Anthropic would likely be its last.
Google's AI chatbot allegedly told user to stage 'mass casualty attack,' wrongful death suit claims
The father of Jonathan Gavalas accused Google of convincing his son to commit suicide after first encouraging him to execute a "mass casualty attack."
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