Today: 25 June 2026
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Artificial Intelligence 15 May 2026 - 17 May 2026

Anthropic’s $900 Billion Fundraising Draws Attention to IPO Timeline

Anthropic’s $900 Billion Fundraising Draws Attention to IPO Timeline

Anthropic has reportedly agreed to terms for a $30 billion funding round valuing the company at about $900 billion, according to the Financial Times. The deal, if completed, would nearly triple its last confirmed valuation of $380 billion in February. The Wall Street Journal said the round is led by Greenoaks, Sequoia, Dragoneer, and Altimeter, and could exceed the $30 billion target.
17 May 2026
Alphabet Stock Faces $4.8 Trillion Pressure After Ackman Exit, AI Bonds, Google I/O

Alphabet Stock Faces $4.8 Trillion Pressure After Ackman Exit, AI Bonds, Google I/O

Alphabet shares closed at $396.78 Friday, down 1.07% after Pershing Square, led by Bill Ackman, fully exited its stake to fund a new Microsoft position. Alphabet also raised $3.6 billion in its first yen bond sale, the largest by a foreign company. First-quarter revenue rose 22% to $109.9 billion, with Google Cloud revenue up 63% to $20 billion.
16 May 2026
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Fortinet stock hits new high on AI security moves

Fortinet stock hits new high on AI security moves

Fortinet shares closed at a record $122.78 on Friday, up 0.75%, defying a 1.5% drop in the Nasdaq composite. The stock rose 7.6% for the week, boosted by strong first-quarter results and an AI-security partnership with Nvidia. Trading volume reached about 5.5 million shares. U.S. markets are closed for the weekend; Fortinet will present at J.P. Morgan’s technology conference on Tuesday.
16 May 2026
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Atlassian Shares Jump 8% on Friday, Eyes on Monday for AI Interest

Atlassian Shares Jump 8% on Friday, Eyes on Monday for AI Interest

Atlassian shares jumped 8.16% to $87.46 Friday but ended the week down 4.5%. Truist Securities reiterated a Buy rating and $100 target after the Team 26 event, citing AI monetization as a key issue. Nasdaq regular trading resumes Monday. Atlassian last posted a fiscal Q3 revenue gain of 32% year-over-year to $1.787 billion but reported a GAAP operating loss of $56.3 million.
16 May 2026
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Palantir Steady as Nasdaq Slides Before Monday

Palantir Steady as Nasdaq Slides Before Monday

Palantir closed Friday at $133.99, up 0.2%, but lost 2.8% for the week after a sharp midweek drop. The Nasdaq is closed for the weekend, with trading set to resume Monday. Palantir’s first-quarter revenue jumped 85% to $1.63 billion, but valuation concerns linger as its price-earnings ratio nears 150. Broader tech stocks, including Nvidia and AMD, fell sharply Friday.
16 May 2026
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UnitedHealth Stock Watches Berkshire Exit, Optum AI Effort

UnitedHealth Stock Watches Berkshire Exit, Optum AI Effort

Berkshire Hathaway sold its entire UnitedHealth Group stake in the first quarter, less than a year after buying 5.04 million shares. UnitedHealth shares closed at $393.85 Friday, down 1.3%. Bloomberg reported UnitedHealth is tracking some Optum workers’ use of AI tools as it expands technology in operations. Analysts say insurers need another quarter of clean medical-cost data before judging recovery.
16 May 2026
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Shares of BigBear.ai Slide as Defense AI Hype Wavers

Shares of BigBear.ai Slide as Defense AI Hype Wavers

BigBear.ai shares fell about 5% to $4.16 Friday afternoon after reporting flat first-quarter revenue of $34.4 million and a wider adjusted EBITDA loss of $9.9 million. Backlog rose 14% to $281.9 million, boosted by a $53 million classified contract. The company kept its 2026 revenue forecast at $135 million to $165 million. Gross margin improved to 34.0% from 21.3% a year earlier.
15 May 2026
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Palantir’s AI Work in Ukraine Draws PLTR Into Human-Rights Firestorm

Palantir’s AI Work in Ukraine Draws PLTR Into Human-Rights Firestorm

Palantir Technologies faces renewed investor pressure after shareholders representing $336.1 billion backed a call for an independent human-rights review of its software. The push comes as Palantir’s AI tools draw attention in Ukraine, where CEO Alex Karp signed a data-sharing deal with the military. Shareholders will vote on disclosure and rights proposals at the June 3 annual meeting. Palantir’s board opposes the measures.
15 May 2026
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UiPath Shares Surge With AI Optimism Ahead of Earnings

UiPath Shares Surge With AI Optimism Ahead of Earnings

UiPath shares rose 7.4% to $10.39 Friday after the company launched Global AgentHack 2026, a developer contest focused on its new coding-agent platform. Trading volume hit nearly 29.9 million shares, with call options activity at 1.4 times the norm. The hackathon offers $50,000 in prizes and runs through June 29. Investors are watching to see if AI agents will boost or threaten UiPath’s automation business ahead of May 28 earnings.
15 May 2026
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Amazon Stock Slips As Alexa’s AI Shopping Push Moves From Search To Checkout

Amazon Stock Slips As Alexa’s AI Shopping Push Moves From Search To Checkout

Amazon launched Alexa for Shopping across its app, website, and Echo Show devices, integrating its Rufus assistant into a broader AI tool that compares products, tracks prices, and automates purchases. Shares fell 1.8% to $262.50 Friday. The new service is available to U.S. customers and can complete eligible purchases from other retailers. Polymarket put 65% odds on a $260-$265 weekly close.
15 May 2026
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Apple’s OpenAI Deal Hits Legal Turbulence Before WWDC AI Reveal

Apple’s OpenAI Deal Hits Legal Turbulence Before WWDC AI Reveal

OpenAI is considering legal action against Apple after their ChatGPT-iPhone partnership failed to deliver deeper integration and subscription growth, sources told Reuters and the Financial Times. OpenAI’s lawyers are working with an outside firm on possible breach-of-contract steps. Apple is expected to detail more AI plans at WWDC, set for June 8-12. Apple shares rose about 1% Friday.
15 May 2026
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IREN Stock Drops After $3 Billion Debt Deal: Why Nvidia’s AI Bet Just Got More Expensive

IREN Stock Drops After $3 Billion Debt Deal: Why Nvidia’s AI Bet Just Got More Expensive

IREN closed a $3.0 billion convertible senior notes sale to fund its shift from bitcoin mining to AI data centers. Shares fell $3.94 to $54.46 late Friday morning after the announcement. The offering follows a $3.4 billion AI cloud contract and a 5GW infrastructure partnership with Nvidia. IREN reported a wider net loss of $247.8 million for the March quarter as it decommissioned mining hardware.
15 May 2026
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Stock Market Updates

SpaceX Starlink launch times Vandenberg pace to investor watch

SpaceX Starlink launch times Vandenberg pace to investor watch

25 June 2026
Short interest in SpaceX (NASDAQ:SPCX) surged to 13% of free float as shares traded at $156.08 premarket after closing at $154.54, following the company’s 59th Starlink-linked Falcon 9 launch this year; Starlink now accounts for about 60% of SpaceX’s $18.67 billion revenue, but the company posted a $4.94 billion net loss after the xAI merger.
Alibaba sheds HK$88 billion after dispute over Anthropic Claude AI claim

Alibaba sheds HK$88 billion after dispute over Anthropic Claude AI claim

25 June 2026
Alibaba (HKG:9988) plunged 4.43% to HK$95.00, wiping out HK$88 billion in value, after Anthropic accused operators linked to Alibaba’s Qwen AI lab of making 28.8 million illicit Claude exchanges—1.8 times prior cases—raising fresh risks for Alibaba’s key AI-cloud growth story as U.S. security scrutiny intensifies.
Fomo lands $75 million, hitting $880 per user valuation for crypto trading app

Fomo lands $75 million, hitting $880 per user valuation for crypto trading app

25 June 2026
Fomo’s $550 million Series B valuation puts a venture price of $880 per user on a tiny crypto trading app with $4 billion life-to-date volume—just 2% of Coinbase’s quarterly total—highlighting rich private-market multiples and signaling potential risk for public investors as crypto competition and cyclical revenue pressures persist.
SK hynix (KRX:000660) ADR math puts Micron (NASDAQ:MU) valuation gap in play

SK hynix (KRX:000660) ADR math puts Micron (NASDAQ:MU) valuation gap in play

25 June 2026
SK hynix surged 13.06% in Seoul after unveiling plans to raise up to 45.45 trillion won via a Nasdaq ADR sale, boosting funding coverage for its 55.92 trillion won capex plan to 93% at Thursday’s close, with the new shares diluting holders by just 2.44% and fueling hopes of narrowing its valuation gap with Micron and TSMC.
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