Anthropic is producing AI tools and capabilities that people love, but people are less than enamored about its access to compute.

Private credit exposure will be in focus, but banks haven’t been trading in lockstep with BDCs.

Software’s trading like nobody owns it and investors have decided to maybe not short it so much.

More compute = more revenues, and going custom has its own particular consequences for different AI stocks.

Glass half full: stock prices catch up to earnings estimates as geopolitical risk fades. Glass half empty: geopolitical and recession risks rise from here, or…

Top officials are worried about left-tail cybersecurity risks from new AI tools, and making sure the most important American bankers are taking the threat seriously.

In fact, it’s never been more likely that if semis are outperforming the S&P 500, software is lagging.

Thanks to quantum physics, it may actually be possible to go to infinity and beyond.

More compute, more leverage.

The neutral atom quantum computing company released 2025 results and 2026 guidance after the close on Wednesday.