OpenAI Revenue $20B Below Previous Reports, ORCL, NVDA Tumble

Microsoft's Visa Freeze Could Trigger an AI 'Brain Drain'

Microsoft’s visa freeze may have limited earnings impact now, but tighter immigration rules could push AI talent and R&D overseas.

Shares of semiconductor and chip-related companies are trading lower after reports suggesting that OpenAI's annualized revenue is approximately $20 billion less than previously indicated, which may weaken demand and pricing sentiment in sectors exposed to compute buildout.

Micron Analyst Sees Stock Nearly Tripling to $3,000, Warns Short Sellers: 'You Have an Expiry'

D.A. Davidson’s Gil Luria sees Micron reaching $3,000 as buybacks and AI-driven memory demand threaten short sellers.

Anthropic Plans to Spend $518 Billion on Cloud and Computing Power

Anthropic plans to spend over $518 billion on cloud and computing infrastructure over the next decade as it prepares for an IPO with a $2 trillion valuation target. While the company's revenue grew 12-fold to $4.6 billion in 2025 with an annualized run rate of $65 billion by July 2026, about 80% of the spending is non-cancellable and the company faces significant customer concentration risk, with nearly a quarter of revenue from just two customers and limited long-term contracts.

Solana Tops NYSE Trade Count: Can Robinhood, Coinbase, Hyperliquid Keep Up?

Solana briefly tops the NYSE in trade count as Securitize brings Apple, Nvidia, Tesla and Microsoft stocks on-chain.

Anthropic Launches Cyber Mission To Equip Defenders With AI Tools, Research, And Resources To Strengthen Software And Systems Security

https://www.anthropic.com/news/anthropic-cyber-mission