Anthropic is approaching a $1 trillion valuation following a $65 billion funding round, signaling strong investor interest in AI companies. Wedbush analyst Dan Ives highlights this as just the beginning of AI-driven market growth, with major IPOs from SpaceX, Anthropic, and OpenAI expected in 2026. While some analysts warn these IPOs could mark a market peak reminiscent of the late-1990s dot-com bubble, Ives remains optimistic, forecasting the Nasdaq to surpass 30,000 points by 2027 and emphasizing the transformative impact of AI on technology and investment landscapes.
Wedbush Securities highlights a shift in the AI race from foundational models to the data infrastructure layer, where companies with proprietary data stand to gain the most. Software firms such as Salesforce, Palantir, and Snowflake are benefiting fr...
US stock futures fell as oil prices surged above $90 due to renewed US-Iran tensions and military strikes. Investors await the April Personal Consumption Expenditures (PCE) inflation report, which will influence Federal Reserve rate decisions under n...
Datadog, in partnership with Carahsoft, announced that its observability and security platform has achieved FedRAMP High certification. This certification allows Datadog to operate in highly sensitive federal government environments, providing agenci...
