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Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and the FC SAN business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom's earnings and guidance beat is driving significant after-hours chatter, though some question if it's enough to justify the current valuation. Community members are closely watching the conference call for further insights, with some drawing parallels to recent market reactions to other AI-related stocks. Skepticism remains around the sustainability of AI partnerships and revenue, with some suggesting a potential pullback.

Altimmune, Inc. is a clinical stage biopharmaceutical company, which focuses on the development of novel peptide-based therapeutics for the treatment of obesity and liver diseases. The company's lead product candidate, pemvidutide, is a GLP-1/glucagon dual receptor agonist that is being developed for the treatment of obesity and NASH. In addition, Altimmune is developing HepTcell, an immunotherapeutic designed to achieve a functional cure for chronic hepatitis B. The company was founded in 1997 and is headquartered in Gaithersburg, MD.

Altimmune Inc

ALT is trending amid mixed sentiment, with some community members expressing concerns about trial data and potential delays, using hashtags like #endpointfailures and #delays. Meanwhile, other investors remain bullish, emphasizing the potential of their drug and dismissing bearish arguments, while awaiting key data releases and FDA feedback. Discussions include the impact of PathAI approval and speculation around potential partnerships.

lululemon athletica, Inc. engages in the business of designing, distributing, and retailing technical athletic apparel, footwear, and accessories. It operates through the following segments: Company-Operated Stores, Direct to Consumer, and Other. The company was founded by Dennis James Wilson in 1998 and is headquartered in Vancouver, Canada.

Lululemon Athletica inc.

Lululemon Athletica Inc

Lululemon is trending as investors react to earnings news and a surprise CEO departure, with community members debating whether the results justify the stock's surge. Bullish sentiment highlights a potential turnaround and strong China sales, while bears cite valuation concerns and leadership uncertainty. The stock's movement is also drawing comparisons to other retail companies and potential sector-wide recovery.

Mawson Infrastructure Group, Inc. engages in the provision of digital asset infrastructure services. The company was founded on February 10, 2012 and is headquartered in Midland, PA.

Mawson Infrastructure Group Inc

MIGI is trending due to a volatile trading day, driven by a recently announced $40M offering that sparked a sharp sell-off, overshadowing positive Q3 results. The community is debating the offering's impact, potential for a dead cat bounce, and whether it's a buying opportunity or a sign of further decline. Some traders are drawing parallels to other high-flying stocks, while others remain optimistic about MIGI's long-term prospects in the digital infrastructure space.

SoundHound AI, Inc. engages in the development, owning, and commercialization of voice, sound, and natural language artificial intelligence technologies and related activities. The company was founded on September 2, 2005 and is headquartered in Santa Clara, CA.

SoundHound AI Inc - Ordinary Shares - Class A

SoundHound AI Inc

SOUN is trending amid analyst upgrades and community speculation about upcoming catalysts, including a presentation at the Barclays Global Technology Conference. Community members are actively debating the potential for a short squeeze, while also discussing the company's fundamentals and competition in the AI sector. Recent news of partnerships and integrations is adding to the buzz, with bulls hoping for a sustained upward move.

Costco Wholesale Corp. engages in the provision of operation of membership warehouses through wholly owned subsidiaries. It operates through the following geographical segments: United States, Canada, and Other International Operations. The company was founded by James D. Sinegal and Jeffrey H. Brotman in 1983 and is headquartered in Issaquah, WA.

Costco Wholesale Corp

Costco is trending as investors digest recent earnings and revenue figures, with community chatter focusing on membership growth, online sales traction, and potential special dividends. Despite positive aspects, concerns about valuation, tariffs, and the company's legal actions are also part of the conversation. Overall, the community is assessing whether Costco can maintain its premium valuation amid changing economic conditions and shifting consumer behavior.

RH operates as a holding company which operates the business through its subsidiary Restoration Hardware, Inc. It offers furniture, lighting, textiles, bath ware, decor, outdoor and garden, as well as baby and child products. The company operates an integrated business with multiple channels of distribution including galleries, source books and websites. The company was founded by Stephen J. Gordon in 1980 and is headquartered in Corte Madera, CA.

RH - Ordinary Shares - Class A

Restoration Hardware

RH (Restoration Hardware) is trending due to mixed reactions surrounding its earnings call and future guidance, with some questioning the CEO's commentary. The community is actively discussing the potential impact of tariffs and interest rate decisions on the luxury home furnishings sector. Bullish investors are anticipating a short squeeze, while bearish investors are pointing to a potential price drop.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivian is trending as it prepares to unveil its AI and autonomy advancements, with the community eager to learn about the company's technology roadmap; discussions include expectations for hands-free driving and potential competition with Tesla. Amidst excitement for the event, some investors express concerns over capital expenditure on AI and question the timing of lidar integration, while others remain bullish, anticipating a transformative presentation.

SSgA Active Trust - SPDR S&P 500 ETF Trust

SPY is trending as the market eyes new all-time highs, fueled by anticipation around Broadcom's earnings and the potential impact on AI-driven stocks. Community chatter reflects a battle between bulls and bears, with debates over market manipulation and the sustainability of the current rally. Some traders are expressing concerns about overvaluation and potential corrections, while others remain optimistic, pointing to the Fed's actions and overall market momentum.

Yee is a community based memecoin with one mission: to fight Pepe again. Made to honor the iconic meme rivalry we all know and love.  The Yee Legend  [Filed by: Yee’s Archivist & Legal Representative]  There’s something the meme world refuses to talk about: Pepe the Frog stole Yee the Dino’s entire launch plan.  Yee had been preparing for his comeback for months, but Pepe launched two weeks earlier, hijacking Yee’s concept and selling it as his own.  The charges? Meme theft, intellectual forgery, and historical erasure.  Yee’s official contract was filed in April 2023, right after Pepe’s surprise drop. This wasn’t timing—it was theft. The archives are about to open, and history is about to be corrected

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<ul class="summary-bullets"><li>Dresser joins after leading Slack and holding senior roles at Salesforce.</li><li>OpenAI now supports over seven million ChatGPT work accounts, with Enterprise seats up nearly ninefold since 2024.</li><li>The hiring comes as rivals escalate efforts, including Google’s Gemini plans and Anthropic’s IPO preparation.</li></ul>OpenAI has hired Slack CEO Denise Dresser as its new chief revenue officer, moving to accelerate enterprise adoption of its AI products amid intensifying competition and rising infrastructure demands.<h2 class="st-heading-2">OpenAI Ropes In Veteran Salesforce Leader</h2>Dresser became Slack’s CEO in late 2023 after Salesforce acquired the workplace messaging platform. She also spent many years at Salesforce in senior roles. The company is also working through rising competitive and financial demands as it plans to invest $1.4 trillion in AI infrastructure, according to a Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-12-09/openai-hires-slack-ceo-denise-dresser-as-chief-revenue-officer">report</a>.“I’ve spent my career helping scale category-defining platforms,” Dresser said in a statement to Bloomberg, adding that she looks forward to helping OpenAI as it moves into its next phase of enterprise growth.<h2 class="st-heading-2">Competitive Pressure Builds Around OpenAI</h2>The leadership change comes as several rivals move quickly in the AI market.Anthropic, which is backed by Amazon and Google, is&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-anthropic-s-ipo-might-just-be-juicier-than-open-ai-s/cLIXYLXRE1c">preparing for an initial public offering as early as next year</a>. The Financial Times said that the company is targeting a valuation of about $300 billion, following its last valuation of roughly $180 billion. OpenAI has been moving more slowly on a potential IPO, though earlier reports said it could begin the process in the second half of 2026.Meanwhile, Google is&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/google-reportedly-eyeing-ads-on-gemini-in-2026/cLIYxGqREmY">exploring placing ads inside its Gemini chatbot</a> and has told advertising clients that 2026 is the target for rolling this out. The company is also developing AI glasses with Samsung, Gentle Monster and Warby Parker, with the first models expected in 2026.SoftBank and Nvidia are in discussions to join a&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/soft-bank-nvidia-weigh-over-1-b-skild-ai-investment-at-14-b-valuation/cLIYHZGREmK">funding round for Skild AI</a> that would value the robotics-model developer at about $14 billion. The company’s technology is designed to act as a software “brain” for robots across different uses.<h2 class="st-heading-2">OpenAI Highlights Growth In Enterprise Adoption</h2><a href="https://stocktwits.com/news-articles/markets/equity/open-ai-survey-shows-major-productivity-surge-among-customers-how-much-time-did-heavy-users-save/cLIYHe9REm0">OpenAI’s latest State of Enterprise AI report</a>, released Monday, pointed to rising use of its tools inside companies. Weekly interactions with ChatGPT Enterprise have increased nearly eightfold over the past year, and the average user is sending about 30% more messages than before.The report said companies are shifting from experimenting with AI to using it inside daily workflows. Tools like “Projects” and “Custom GPTs” saw a 19-fold increase this year.OpenAI now supports more than seven million ChatGPT work accounts, and the number of ChatGPT Enterprise seats has grown almost ninefold since 2024.The report also said that about 75% of surveyed workers felt AI helped improve either the speed or the quality of their work. Many reported saving 40 to 60 minutes a day, with heavier users saving more than 10 hours a week.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment for OpenAI was ‘bearish’ amid ‘extremely low’ message volume.<figure class="image"><img style="aspect-ratio:967/141;" src="https://news.stocktwits-cdn.com/openai_ss_png_8eae8a185f.webp" alt="openai ss.png" width="967" height="141"><figcaption>OPENAI sentiment and message volume as of December 9| Source: Stocktwits</figcaption></figure>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The OpenAI logo displays on a smartphone screen reflecting green beams. (Photo by Samuel Boivin/NurPhoto via Getty Images)

OpenAI Hires Slack CEO As Google And Anthropic Intensify The Race Around Its $1.4T AI Push: Report

OpenAI has reportedly hired Slack CEO Denise Dresser as its new chief revenue officer to strengthen its enterprise AI business amid intensifying competition.

Equity

<ul class="summary-bullets"><li>Anthropic has reportedly retained a law firm to start its IPO process, aiming to go public as early as next year.</li><li>Months ago, reports speculated that OpenAI had also started discussions for an IPO for the next year or 2027.</li><li>The simultaneous high-stakes IPOs might present challenges, even as investors appreciate their different approaches and financial goals.</li></ul>Anthropic, the Amazon- and Google-backed firm behind the Claude AI chatbot, is reportedly preparing for an initial public offering that could come as early as next year – potentially pitting its IPO against that of OpenAI.The development presents a new twist in AI rivalries, just as a power-packed year of innovation and soaring tech valuations draws to a close, and could have wide implications for the sector.Anthropic was last valued at about $180 billion, which is about a third of OpenAI’s reported $500 billion valuation. Still, it is poised to be one of the largest IPOs ever. The Financial Times&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.ft.com/content/3254fa30-5bdb-4c30-8560-7cd7ebbefc5f">reported</a> that the company has retained law firm Wilson Sonsini to launch the process and is reportedly seeking a valuation of $300 billion. OpenAI, on the other hand, is proceeding at a slower pace, although a previous report&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/openai-ipo-could-be-the-biggest-ever-aiming-for-a-whopping-1-trillion/cLGFXW3R3D9">said</a> it could file the paperwork with the markets regulator in the second half of 2026. &nbsp;<figure class="image"><img style="aspect-ratio:625/476;" src="https://news.stocktwits-cdn.com/Screenshot_2025_12_03_at_5_43_23_PM_png_c2169ceb38.webp" alt="Screenshot 2025-12-03 at 5.43.23 PM.png" width="625" height="476"></figure><h2 class="st-heading-2">Different Approaches</h2>Simultaneous high-stakes IPOs present a number of challenges: For one, investors might be forced to invest in only one of the companies, given the likely high asking prices, making it a competition to win over investors.The other issue is pricing, and benchmarking them might not be easy. OpenAI and Anthropic have widely different approaches. With an eye-popping $1.4 trillion cloud investment commitment, OpenAI is more aggressive. However, Anthropic has broader penetration among enterprise customers.<figure class="table"><table class="ck-table-resized"><colgroup><col style="width:33.33%;"><col style="width:33.33%;"><col style="width:33.34%;"></colgroup><tbody><tr><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;vertical-align:bottom;">&nbsp;</td><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">OpenAI</td><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">Anthropic&nbsp;</td></tr><tr><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;vertical-align:bottom;">Founding year</td><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">2015</td><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">2021</td></tr><tr><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;vertical-align:bottom;">Funding raised</td><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">$58 billion</td><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">$27.3 billion</td></tr><tr><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;vertical-align:bottom;">Investors</td><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">Microsoft (primary backer), Thrive Capital, Khosla Ventures, Nvidia, SoftBank, Fidelity, MGX</td><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">Amazon, Google (primary backers), Salesforce, Spark Capital, Menlo Ventures, Iconiq, Jane Street.</td></tr><tr><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;vertical-align:bottom;">2025 revenue (projected)</td><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">$20 billion</td><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">$7 billion</td></tr><tr><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;vertical-align:bottom;">Userbase (monthly active)</td><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">800 million&nbsp;</td><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">20 million&nbsp;</td></tr><tr><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;vertical-align:bottom;">Major institutional customers</td><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">Morgan Stanley, Salesforce, PwC, Stripe, Duolingo, Moderna, Rakuten</td><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">Pfizer, Zoom, Bridgewater Associates, BCG, Perplexity, Intuit</td></tr></tbody></table></figure>Source: Media and company reports, Tracxn; Note: The table is not exhaustive<h2 class="st-heading-2"> Financials</h2>From a public market perspective, Anthropic’s report card looks slightly better at this point. The FT&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/amazon-backed-anthropic-seen-turning-profitable-two-years-ahead-of-open-ai-report/cLPdKzRREPc">reported</a> last month that Anthropic’s internal projections show it expects to turn in a profit in 2028.&nbsp;By contrast, OpenAI forecasts $74 billion in operating losses that year, roughly three-fourths of its projected revenue, largely due to ballooning spending on computing costs.This year, Anthropic could clock $4.2 billion in sales, the FT reported; OpenAI's CEO Sam Altman earlier&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/sama/status/1986514377470845007">said</a> the company would finish the current year with $20 billion in annualized revenue and “hundreds of billions by 2030.”<h2 class="st-heading-2">Altman Declares ‘Code Red’ After Gemini 3</h2>The development comes as OpenAI finds itself cornered. After Google’s Gemini 3 and Nano Bananas enthralled users in the last few weeks, Altman has declared a “code red” at the company, telling staff to prioritize major improvements to ChatGPT.According to internal memos, OpenAI is pausing projects such as ads, shopping tools, health agents, and its Pulse assistant to focus on faster, more reliable, and more personalized performance for ChatGPT. Teams will join daily calls, and employees are encouraged to shift temporarily to speed up the upgrades.<h2 class="st-heading-2">AI Bubble?</h2>Then there is the question of the “AI bubble,” and the uncertainty around markets’ perception of AI next year. Over the past few months, several prominent voices, including JPMorgan CEO Jamie Dimon, have raised concerns about a perceived mismatch between billions of dollars in AI investment and future returns.&nbsp;Those concerns led to a broad sell-off in the U.S. market last month. Meanwhile, analysts have said that while OpenAI is the largest player with the highest consumer mindshare, its gaps with the number two and three would shrink in the coming years.That said, with strong market performance of newly listed CoreWeave and Circle Internet, and the still record-at-record valuations of Nvidia and Alphabet – all major AI-linked stocks – investors might shell out big cash for both OpenAI and Anthropic next year despite their red bottom lines.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/polymarket-kalshi-prediction-markets-keep-draft-kings-flutter-on-high-alert/cLIXNrAREKH">The Prediction Markets Rush: Polymarket, Kalshi Are Ascending Fast — And Sportsbooks DraftKings And Flutter Are On High Alert</a>

The logos of Google Gemini, ChatGPT, Microsoft Copilot, Claude by Anthropic, Perplexity, and Bing apps are displayed on the screen of a smartphone. (Photo by Jaque Silva/NurPhoto via Getty Images)

Why Anthropic’s IPO Might Just Be Juicier Than OpenAI’s

Both AI giants might launch their public market offerings next year.

<ul class="summary-bullets"><li>According to the index, Anthropic led in terms of maintaining user privacy by not training its models on user data.</li><li>OpenAI was praised as the only company in the index to publish its whistleblowing policy, which outlines its more robust risk management approach, according to the report.</li><li>Anthropic is also said to be in early talks to launch an initial public offering next year, according to a report by The Financial Times.</li></ul>Top AI startups Anthropic and OpenAI emerged at the top of the list in the latest AI safety index released by Future of Life Institute on Wednesday.The index, which measures the practices of top AI companies across a range of aspects such as risk assessment, current harms, safety frameworks, and governance, among others, noted that a fundamental rethink of the approach to AI safety is needed.Anthropic received an overall grade of C+, followed by OpenAI at C, Alphabet Inc.’s (GOOG) (GOOGL) Google DeepMind at C-, xAI and Meta Platforms Inc. (META) at D, and Chinese AI startups Zhipu and DeepSeek at F.“Some companies are making token efforts, but none are doing enough. We are spending hundreds of billions of dollars to create superintelligent AI systems over which we will inevitably lose control,” said Stuart Russell, OBE, Professor of Computer Science at UC Berkeley.<a href="https://stocktwits.com/symbol/ANTHROPIC">Anthropic</a> and&nbsp;<a href="https://stocktwits.com/symbol/ANTHROPIC">OpenAI</a> are not listed publicly at the moment. Retail sentiment on Stocktwits around the two AI startups was in the ‘bearish’ and ‘extremely bearish’ territories, respectively. Anthropic is also in the news for reportedly being in early talks for an initial public offering (IPO) in 2026.<h2 class="st-heading-2">Anthropic, OpenAI Get Praised</h2>According to the index, Anthropic led in terms of maintaining user privacy by not training its models on user data.OpenAI was praised as the only company in the index to publish its whistleblowing policy, which outlines its more robust risk management approach, according to the report.However, the reviewers noted there is still a lot left to be done. “Companies claim they will achieve artificial general intelligence (AGI) within the decade, yet none scored above D in Existential Safety planning,” they said.<h2 class="st-heading-2">Anthropic’s Potential IPO Plans</h2>Anthropic is said to be in early talks to launch an IPO next year, according to a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.ft.com/content/3254fa30-5bdb-4c30-8560-7cd7ebbefc5f">report</a> by The Financial Times. The maker of the Claude chatbot is also in talks for a private funding round that values it between $300 billion and $350 billion, according to the report.This brings it close to OpenAI, which is valued at&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/open-ai-valuation-soars-to-500-b-after-6-6-b-employee-stock-sale-to-thrive-soft-bank-others/chCr27GR3OQ">$500 billion</a> following a $6.6 billion employee stock sale in October.Anthropic has tapped law firm Wilson Sonsini to begin working on its IPO plans. The firm has also worked on IPOs for companies such as Google, LinkedIn, and Lyft.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/elon-musk-starlink-rival-eutelsat-shares-fall-softbank-trims-stake/cLIXnbNREKx">Elon Musk’s Starlink Rival Eutelsat Shares Slides After SoftBank Reportedly Cuts Its Stake</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Anthropic, OpenAI Lead New AI Safety Index But Grades Signal ‘Not Enough’ Is Being Done – Chinese Rivals DeepSeek, Zhipu Rated ‘F’

The index, which measures the practices of top AI companies across a range of aspects, noted that a fundamental rethink of the approach to AI safety is needed.

<ul class="summary-bullets"><li>Claude Code reached $1 billion in run-rate revenue after six months of becoming available to the public last month.</li><li>As per Anthropic, the acquisition of Bun will mean faster performance, improved stability and new capabilities for Claude Code users.</li><li>Anthropic said on Tuesday that the company will continue to pursue opportunities that bolster technical excellence.</li></ul>AI company Anthropic said on Tuesday that it is acquiring software maker Bun to accelerate coding agent Claude Code, marking its first acquisition.“Bun will be instrumental in helping us build the infrastructure for the next generation of software. Together, we will continue to make Claude the platform of choice for coders and anyone who relies on AI for important work,” Anthropic <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.anthropic.com/news/anthropic-acquires-bun-as-claude-code-reaches-usd1b-milestone">said</a> in a statement. The company, however, did not divulge the terms of the deal.<h2 class="st-heading-2">Claude Code Hits Milestone</h2>Claude Code is an AI-powered coding tool aimed at changing how teams build software. Last month, it reached $1 billion in run-rate revenue after six months of becoming available to the public, Anthropic said. &nbsp;Bun’s primary product, meanwhile, is a fast, incrementally adoptable all-in-one JavaScript, TypeScript and JSX toolkit aimed at helping developers build and test applications. Bun was founded by former Stripe engineer Jarred Sumner in 2021.As per Anthropic, the acquisition of Bun will mean faster performance, improved stability and new capabilities for Claude Code users. Anthropic has been working with Bun over the past few months already.“Claude Code reached $1 billion in run-rate revenue in only 6 months, and bringing the Bun team into Anthropic means we can build the infrastructure to compound that momentum and keep pace with the exponential growth in AI adoption." Anthropic Chief Product Officer Mike Krieger said. Bun gets more than 7 million monthly downloads, the company noted, highlighting the growing demand for its toolkit as an essential tool for developers.<h2 class="st-heading-2">Opportunities Ahead</h2>Anthropic said on Tuesday that the company will continue to pursue opportunities that bolster technical excellence as it gears forward in the enterprise AI sector. The company added that Bun will remain open source.On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/ANTHROPIC">Anthropic</a> is within the ‘bearish’ territory, coupled with ‘extremely low’ message volume.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/archer-aviation-stock-jumps-on-tech-deal-with-karem-for-military-aircraft/cLIaAwMREKS">Archer Aviation Stock Jumps On Tech Deal With Karem For Military Aircraft — Retail Seeks Tangible Progress</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Anthropic logo is seen displayed on a smartphone screen. 

Anthropic Scoops Up Software Maker Bun After Claude Code Hits $1B Run-Rate

The company did not divulge the terms of the deal. 

Anthropic Acquires Software Maker Bun To Advance Claude Code 

<ul class="summary-bullets"><li>Microsoft now has strong positioning across multiple secular growth drivers.</li><li>The analyst viewed the stock as underappreciated, given the durability of topline demand and potential for further margin expansion.</li><li>His price target suggests 32% upside from current levels.</li></ul>Following Microsoft Corp.’s (MSFT) announcement of an expanded partnership with artificial intelligence (AI) startup <a href="https://stocktwits.com/symbol/ANTHROPIC">Anthropic</a> on Tuesday, an analyst reiterated his bullish stance on the software giant. The agreement comes at a time when skepticism around the technology abounds.<a href="https://stocktwits.com/symbol/MSFT">Microsoft stock</a> fell 2.70% on Tuesday amid the broader tech rout, but is up about 18% year-to-date.&nbsp;<h2 class="st-heading-2">Analyst Affirms Bullish Stance</h2>Morgan Stanley analyst Keith Weiss said the deal aligns with his view that the Microsoft story is broader than generative AI and the generative AI (GenAI) story is broader than just OpenAI, according to a summary of the note on Fly.Weiss noted that the Satya Nadella-led company now has strong positioning across multiple secular growth drivers, including genAI, the migration of enterprise workloads to the public cloud, and cybersecurity. The analyst viewed the stock as underappreciated, given the durability of topline demand and potential for further margin expansion.Morgan Stanley has an ‘Overweight’ rating on Microsoft’s stock and a $650 price target, implying 32% upside potential from Tuesday’s close.Microsoft’s deal with Amazon-backed Anthropic provides for&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/anthropic-commits-30-billion-to-expand-azure-capacity-nvidia-microsoft-to-invest/cLPV4IvRE7t">Anthropic to buy $30 billion of Azure compute capacity,</a> which involves using up to 1 gigawatt (GW) of compute power from Nvidia. Nvidia and Microsoft, in turn, have agreed to invest up to $10 billion and up to $5 billion, respectively, in Anthropic.The investment deal with Microsoft and Nvidia has pushed Anthropic’s valuation to about $350 billion, up from $185 billion as of September, CNBC&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2025/11/18/anthropic-ai-azure-microsoft-nvidia.html">reported</a>, citing a source. The AI startup is the maker of the Claude large-language mode.<h2 class="st-heading-2">What Retail Feels About Microsoft Stock</h2>Retail sentiment toward Microsoft stock among retail traders on Stocktwits remained ‘bearish’ as of late Tuesday, and the message volume improved, although only to ‘normal’ levels.A bullish watcher of the stock recommended loading it under $500.<stembedurl>https://stocktwits.com/LongGrowthAndValue/message/636669520</stembedurl>Delving into the deal per se, a user said it is bad news for AMD and <a href="https://stocktwits.com/symbol/OPENAI">OpenAI</a> and good news for Nvidia and Intel. “$MSFT was one of the original investors in OpenAI Bubble and is now partnering with a direct competitor, Anthropic,” they said.<stembedurl>https://stocktwits.com/LongGrowthAndValue/message/636669520</stembedurl>The circular nature of the deal could trigger some anxiety among market participants, who are already worried about the amount of money invested in AI. Skeptics such as Michael Burry,&nbsp;of “The Big Short” fame, have flagged the rising capital spending (capex) by hyperscalers and see the trend as a precursor to a bubble burst and, in turn, a market crash. Fund managers have recently trimmed or exited positions in AI names, including Nvidia.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tesla-stock-snaps-2-days-of-gains-amid-fierce-robotaxi-battle-musk-touts-major-valuation-change-after-arizona-permit-win/cLP8sAkREJ7">Tesla Stock Snaps 2 Days Of Gains Amid Fierce Robotaxi Battle — Musk Touts ‘Major Valuation Change’ After Arizona Permit Win</a>

In this photo illustration the Microsoft logo is displayed on a mobile phone screen in Ankara, Turkiye on October 11, 2025.

Microsoft Analyst Says $30B Anthropic Cloud Deal Proves MSFT Story Is Much More Than GenAI, Predicts 32% Upside For Stock

Retail views Microsoft’s Anthropic deal as a negative for the software giant’s original AI partner OpenAI.

<ul class="summary-bullets"><li>Anthropic has committed to buying $30 billion in Azure compute capacity, including up to one gigawatt on Nvidia systems.</li><li>Nvidia and Microsoft pledged up to $10 billion and $5 billion in new investment to support Anthropic’s expansion.</li><li>Claude will now be available across all three major cloud platforms through an expanded Microsoft partnership.</li></ul>Amazon (AMZN)-backed AI startup Anthropic announced on Tuesday that it has committed to buying $30 billion in Azure compute capacity, with the potential to use up to one gigawatt of compute power on Nvidia (NVDA) systems.Anthropic’s compute commitment will initially be up to one gigawatt of compute capacity with NVIDIA Grace Blackwell and Vera Rubin systems. The two will also be collaborating on design and engineering to optimise Nvidia’s hardware for Claude’s workload.As part of the partnership, NVIDIA and Microsoft are committing to invest up to $10 billion and up to $5 billion, respectively, in Anthropic.&nbsp;On Stocktwits, retail sentiment around Anthropic trended in ‘extremely bullish’ territory amid ‘extremely high’ levels of chatter.&nbsp;Meanwhile,&nbsp;<a href="http://stocktwits.com/symbol/NVDA">Nvidia’s stock</a> slid more than 3% in midday trade and&nbsp;<a href="http://stocktwits.com/symbol/MSFT">Microsoft’s stock</a> fell nearly 4%, tracking weakness across megacap tech.&nbsp;<a href="https://stocktwits.com/symbol/AMZN">Amazon’s stock</a> was down 3.8%.<h2 class="st-heading-2">Anthropic, Microsoft Expand Partnership</h2>Microsoft and Anthropic also expanded their existing partnership to bring Claude to more enterprise customers. Microsoft Foundry users will gain access to multiple versions of Claude. This will make Claude the only frontier AI model available across all three major cloud platforms. Azure customers will also receive expanded model options and deeper Claude-specific capabilities.<h2 class="st-heading-2">More Spending Amid ‘AI Bubble’ Concerns</h2>The deal comes amid investor concerns of an ‘AI bubble’ where spending on AI may be outpacing future growth prospects. “The Big Short” investor Michael Burry, who warned about the U.S. housing crisis, has&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/michael-burry-sounds-fresh-ai-bubble-alarm/cLPkiMVREId">pointed</a> to accelerating AI spending that may not align with long-term revenue potential.Even Google (GOOG, GOOGL) CEO Sundar Pichai recently&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bbc.com/news/articles/cwy7vrd8k4eo">acknowledged</a> “elements of irrationality” in the current investment cycle, warning that a sharp correction could affect even the largest technology companies.However, not everyone agrees. Veteran strategist Charles Clough, who&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/charles-clough-who-predicted-1990s-crash-says-todays-tech-rally-isnt-a-bubble/cLPdD48REPD">predicted</a> the late-1990s market downturn, believes that today’s concerns may be misplaced. According to Clough, the present rally is supported by strong earnings, ample liquidity, and well-capitalized companies rather than pure speculation.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/btc-price-rebounds-to-91-000-after-1-billion-crypto-liquidation-wave/cLPVb54RE77">BTC Price Rebounds To $91,000 After $1 Billion Crypto Liquidation Wave</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

This photograph shows a smartphone screen displaying the logo of Anthropic, an American company specializing in artificial intelligence (AI). (Photo by Samuel Boivin/NurPhoto via Getty Images)

Anthropic Commits $30 Billion To Expand Azure Capacity – Nvidia, Microsoft To Invest $15 Billion In The AI Startup

Anthropic and Nvidia stated they would collaborate on the design and fine-tuning of AI models to improve performance, efficiency, and cost. 

Anthropic (ANTHROPIC), an AI startup backed by Amazon (AMZN), announced on Wednesday that it plans to invest $50 billion in developing computing infrastructure and data centers across the U.S.<blockquote>“These sites will help us build more capable AI systems that can drive those breakthroughs, while creating American jobs."– Dario Amodei, co-founder and CEO, Anthropic</blockquote>On Stocktwits, retail sentiment around&nbsp;<a href="https://stocktwits.com/symbol/ANTHROPIC">Anthropic</a> – which is not a publicly listed company – was in the ‘extremely bullish’ zone, accompanied by ‘high’ levels of chatter.<h2 class="st-heading-2">Anthropic’s Expansion Plans</h2>The AI startup said that the facilities will be custom-built for Anthropic, designed to optimize the company’s AI workloads and accelerate research and development. The plan targets major hubs in Texas and New York with long-term expansions expected. The project is expected to create roughly 800 permanent jobs and 2,400 construction positions, with facilities coming online throughout 2026.The company’s management stated that the investment aligns with the Trump administration’s AI Action Plan, which aims to maintain U.S. leadership in artificial intelligence and strengthen domestic technology infrastructure.“We’re getting closer to AI that can accelerate scientific discovery and help solve complex problems in ways that weren’t possible before,” said Dario Amodei, CEO and co-founder of Anthropic. “Realizing that potential requires infrastructure that can support continued development at the frontier.”<h2 class="st-heading-2">Anthropic Steps Up In AI Arms Race</h2>The investment positions Anthropic in direct competition with industry giants like OpenAI, Microsoft (MSFT), Google (GOOG) (GOOGL), and Meta Platforms (META), which have collectively invested hundreds of billions of dollars in AI compute capacity worldwide this year.However, the timing comes amid investor concerns over the capital intensity and long-term profitability of AI infrastructure, highlighted by recent market jitters around big tech spending on cloud and AI.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/openai-accuses-times-of-overreach-in-demand-for-20-million-private-chatgpt-chats/cLPICEhREde">OpenAI Accuses Times Of Overreach In Demand For 20 Million Private ChatGPT Conversations</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Anthropic Plans To Invest $50 Billion To Build Data Centers Across US

The AI startup said that the facilities will be custom-built for Anthropic, designed to optimize the company’s AI workloads and accelerate research and development. 

<ul class="summary-bullets"><li>Amazon-backed Anthropic is&nbsp;reportedly in talks with Google to secure cloud computing capacity.</li><li>Alphabet’s shares jump, while those of Amazon, whose AWS is the primary cloud vendor for Anthropic, drop.</li><li>The Anthropic-Google deal could be in tens of billions of dollars, Bloomberg reports.</li></ul> Amazon.com, Inc.-backed Anthropic is in discussions with Google to secure cloud computing capacity valued in the high tens of billions of dollars, according to a Bloomberg report, quoting anonymous sources.Alphabet’s shares jumped 2% in after-market trading on Tuesday following the report, while Amazon’s shares slipped 1%.&nbsp;<a href="https://stocktwits.com/symbol/ANTHROPIC">Anthropic</a>, the company behind the Claude AI bot, is a major player in the AI market dominated by OpenAI. It would be a significant customer for Google Cloud should the deal go through.For now, a large part of Anthropic’s cloud needs are met by Amazon Web Services. Amazon has invested about $8 billion in the San Francisco-based startup. Google, too, is an investor, having invested $3 billion.AWS, currently recovering from a major outage that took down the world’s biggest Interest services for most of Monday, is the largest cloud computing services firm in the world, followed by Microsoft’s Azure and Google Cloud.On Stocktwits, the retail sentiment was ‘bearish’ for&nbsp;<a href="https://stocktwits.com/symbol/AMZN">AMZN</a> and ‘extremely bullish’ for&nbsp;<a href="https://stocktwits.com/symbol/GOOGL">GOOGL</a>, underscoring investor optimism that Google and its cloud offering could gain from AWS’s outage.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2025_10_22_at_7_14_59_AM_png_2787aed09f.webp" alt="Screenshot 2025-10-22 at 7.14.59 AM.png"><figcaption>AMZN sentiment and message volume as of October 21 | Source: Stocktwits</figcaption></figure><figure class="image"><img style="aspect-ratio:693/77;" src="https://news.stocktwits-cdn.com/Screenshot_2025_10_22_at_7_14_48_AM_png_af77d8b588.webp" alt="Screenshot 2025-10-22 at 7.14.48 AM.png" width="693" height="77"><figcaption>GOOGL sentiment and message volume as of October 21 | Source: Stocktwits</figcaption></figure>In September, Anthropic closed a $13 billion investment deal from investors including the Qatar Investment Authority (QIA), which tripled its valuation to $183 billion. A report earlier this month said that the company is now in talks with Abu Dhabi-based investment firm MGX for more funds.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Anthropic Eyes Multibillion Dollar Deal With Google For Cloud Capacity: Report

Alphabet’s shares jump, while those of Amazon, whose AWS is the primary cloud vendor for Anthropic, drop.

<ul class="summary-bullets"><li>10x Genomics is partnering with Anthropic to integrate its single cell and spatial biology analysis tools into Claude for Life Sciences.</li><li>Researchers can now perform advanced analytical tasks through conversational queries in plain English, reducing the need for computational expertise.&nbsp;</li></ul>10x Genomics Inc. (TXG) on Monday announced partnership with artificial intelligence company Anthropic to make its single-cell and spatial biology analysis tools accessible through natural language using Claude, Anthropic’s AI platform.&nbsp;The integration will connect 10x Genomics’ Cloud Analysis platform to Anthropic’s Claude for Life Sciences using the Model Context Protocol (MCP), a framework designed to link AI systems with specialized research tools.Following the collaboration,&nbsp;10x Genomics’ stock traded over 9% higher on Monday afternoon. On Stocktwits, retail sentiment around the stock jumped to ‘bullish’ from ‘bearish’ territory the previous day. Message volume improved to ‘normal’ from ‘low’ levels in 24 hours.&nbsp;<figure class="image"><img style="aspect-ratio:937/99;" src="https://news.stocktwits-cdn.com/Screenshot_2025_10_20_133011_png_50666f7d93.webp" alt="TXGs Sentiment Meter and Message Volume as of 01:20 p.m. ET on Oct. 20, 2025 | Source: Stocktwits" width="937" height="99"><figcaption>TXGs Sentiment Meter and Message Volume as of 01:20 p.m. ET on Oct. 20, 2025 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">How Will Claude Help Researchers?&nbsp;</h2>Until now, accessing 10x’s genomic analysis tools often required writing command-line code and working with powerful computing infrastructure. The Claude integration allows researchers to ask questions in plain English and receive results through the AI interface.&nbsp;<blockquote>"Through Claude for Life Sciences, tasks that traditionally required computational expertise, can now happen through natural conversation.”-Eric Kauderer-Abrams, Head of Life Sciences and Biology, Anthropic</blockquote>&nbsp;“When we enable human expertise and AI to work together across the scientific process—from hypothesis generation to data interpretation to publication—we can accelerate discovery and progress against disease," he said.<h2 class="st-heading-2">10x Genomics’ Motive</h2>10x Genomics helps academic, clinical, and biopharma researchers study complex biological systems with tools to support discoveries in fields like oncology, immunology, and neuroscience.The company is scheduled to report the third-quarter (Q3) earnings on November 6 and expects revenue to be in the range of $140 million to $144 million, against the analysts’ consensus estimate of $142.5 million, according to Fidcal AI data.&nbsp;10x Genomics’ stock has lost over 9% in 2025 and over 15% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/apple-stock-hits-fresh-all-time-highs-on-i-phone-17-demand-momentum/ch66TekR3pb">Apple Stock Hits Fresh All-Time Highs On iPhone 17 Demand Momentum</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, 10x Genomics logo of an US biotechnology company is seen on a smartphone screen.

10x Genomics Partners With Anthropic To Bring AI Tools For Researchers

10x Genomics is partnering with Anthropic to integrate its single cell and spatial biology analysis tools into Claude for Life Sciences.

Anthropic has reportedly set a target of almost tripling its annualized revenue to $26 billion in 2026, up from its projected revenue of $9 billion in 2025.According to a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/business/retail-consumer/anthropic-aims-nearly-triple-annualized-revenue-2026-sources-say-2025-10-15/">report</a> by Reuters citing people familiar with the matter, Anthropic is currently on track to meet its current goal of $9 billion in annualized revenue by the end of 2025. The AI startup stated that its annual revenue run rate is on track to reach $7 billion this month.The report added that Anthropic’s base case scenario for 2026’s annualized revenue is $20 billion, which would be more than twice its projected revenue for 2025.The AI startup counts Amazon.com Inc. (AMZN) and Alphabet Inc.’s (GOOG) (GOOGL) Google among its investors.<a href="https://stocktwits.com/symbol/ANTHROPIC">Anthropic</a> is not listed publicly at the moment. Retail sentiment on Stocktwits around the AI startup was in the ‘bearish’ territory at the time of writing.Founded in 2021 by former OpenAI employees, Anthropic is known for its Claude family of large language models. It competes directly with OpenAI, and the most recent version of its AI model is Claude Sonnet 4.5, with a focus on agentic tasks, real-world coding, and reasoning.The startup raised $13 billion in Series F funding at a post-money valuation of $183 billion. The fundraising round was led by ICONIQ, with Fidelity Management &amp; Research Company and Lightspeed Venture Partners being the co-leads. Other notable investors in the round included BlackRock, Blackstone, Coatue, D1 Capital Partners, and General Atlantic, among others.Meanwhile, Anthropic rival OpenAI’s valuation has&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/open-ai-valuation-soars-to-500-b-after-6-6-b-employee-stock-sale-to-thrive-soft-bank-others/chCr27GR3OQ">soared</a> to $500 billion after a $6.6 billion stock sale by the AI startup’s employees.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/hims-hers-health-menopause-perimenopause-treatments-on-its-platform/ch6nUIVR3Nn">Hims &amp; Hers Health Brings Menopause, Perimenopause Treatments On Its Platform</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Anthropic Aims To Nearly Triple Its Annualized Revenue To $26 Billion In 2026: Report

According to a report by Reuters citing people familiar with the matter, Anthropic is on track to meet its current goal of $9 billion in annualized revenue by the end of 2025.

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