Anthropic's S-1: A profitable quarter and $637 billion of compute on order.
Microsoft, Google, and Amazon are all showing acceleration in cloud growth. Why are the stocks under pressure?
Google: Agents squeeze search.
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Anthropic's (ANT) S-1 reignited interest in AI this week, with investors discussing a $1.5-2 trillion valuation. The megacaps that reported after it failed to impress.
Alphabet (GOOGL) fell nearly 13% on Thursday, its steepest one-day
