Anthropic · Sherwood News
Anthropic’s making AI boom again — and picking the winners
Compiled by KHAO Editorial — aggregated from 1 outlet. See llms.txt for citation guidance.
◌ Single Source
More compute = more revenues, and going custom has its own particular consequences for different AI stocks.
Key facts
- Charter, which owns Spectrum, reported adjusted earnings of $9.17 per share, below Wall Street estimates of $9.96 per share from analysts polled by FactSet
- Nvidia, the world’s most valuable company, is poised to close at a record high for the first time since October 29, 2025, on Friday (if it ends above $207.04)
- The pill was prescribed about 3,700 times in its second week, according to IQVIA data cited by Deutsche Bank analysts, compared to the roughly 8,000 they were expecting
- The FDA approved Foundayo on April 1 and shipments began on April 9
Summary
Anthropic is boosting the AI hardware trade today, and it’s not because of its AI compute deal with CoreWeave. This announcement came after that OpenAI pitched investors on its competitive advantage over the Claude developer due to having secured more computing power. Hence today’s pact with CoreWeave, which is further entrenching demand for compute and the AI accelerators, networking equipment, memory, and power needed to provide it. That’s one reason sorted, and helps explain why the likes of Applied Optoelectronics, POET Technologies, IREN, Coherent, Nebius, Oklo, Applied Digital, Cipher Digital, Super Micro Computer, and more are ripping today.