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Anthropic reportedly in talks for new funding round, sources say
Multiple unverified posts suggest a private AI company is raising a new funding round at a higher valuation, though no official term sheet or company confirmation has surfaced.
Why it matters: Flagged here only because it may move related private-market comparables; treat as rumor until an official source confirms.
Nvidia shares climb after data-center revenue tops estimates
Nvidia reported quarterly data-center revenue above Wall Street forecasts, driven by continued demand for AI training and inference chips. Management guided next quarter's revenue slightly above consensus.
Why it matters: Nvidia's results are a bellwether for AI infrastructure spending broadly; a beat suggests hyperscaler capex on AI is holding up, which matters for the whole chip and cloud supply chain.
Apple files 8-K disclosing new $10B share buyback authorization
Apple's 8-K filing discloses board approval of an additional $10 billion share repurchase authorization, on top of the existing buyback program.
Why it matters: Buyback authorizations reduce share count over time and are often read as management's signal of confidence in future cash flow.