News & Updates
The latest news and updates from companies in the WLTH portfolio.
Meta, like SpaceX, looks to turn excess AI compute into cash
Meta has spent billions of dollars developing AI and building out data centers to support it. But now, the company may be preparing to put those data centers to a more immediately profitable purpose. On Wednesday, Bloomberg reported that Meta is developing plans for a cloud infrastructure business, selling access to both AI compute power and models. The move would pit it against the big cloud providers like Amazon Web Services, Google Cloud, and Microsoft Azure. Meta's decision to sell off excess compute comes weeks after SpaceX, via xAI, announced similar plans. In early May, SpaceX signed a deal with Anthropic to buy out all of the compute capacity at SpaceX's Colossus 1 data center. SpaceX has signed similar leases since with Google and Reflection AI. The fact that Meta is doing the same is a signal that the winners of the AI race may not be the ones providing the best models and services, but rather the ones who own the data centers. That is, if the demand for compute continues to hold, and if data centers retain their value. Some skeptics have warned the race to build out AI infrastructure is creating a bubble that leans heavily on rapidly depreciating chips. Others have questioned whether AI companies can generate enough end-user revenue to justify the trillion-dollar bets. Those concerns haven't stopped Meta from investing heavily in infrastructure for AI compute. As of the end of the first quarter, Meta had committed to spending $182.9 billion on AI infrastructure in the coming years, including massive ongoing projects in Louisiana and Ohio. The Ohio project, which Zuckerberg said would be the size of Manhattan, is expected to come online this year. Unlike Google and OpenAI, Meta hasn't seen significant demand for its own AI models and services. Meta doesn't break out its revenue from Meta AI or from Llama, its open-weight AI model family, in its earnings, and executives have mostly emphasized the internal corporate uses of AI in public statements. That could mean that Meta's AI endeavors don't yet represent a material standalone revenue line. To get a return on some of its own colossal spend, Meta may copy CoreWeave's business model and sell access to "raw" compute capacity, according to Bloomberg. The outlet also reported Meta is considering following AWS's lead and selling acces ...
US to lift export controls on key Anthropic models
Anthropic's cybersecurity-focused Mythos 5 and Fable 5 are expected to be reactivated for respective users following permission from the Commerce Department. The Trump administration told Anthropic late Tuesday it is lifting export controls on the Mythos 5 and Fable 5 models allowing the company to restore broader access to some of its most powerful artificial intelligence systems and ending a closely watched standoff in the world of U.S. AI governance. The shift lets Anthropic reopen access for users in the U.S. and overseas, after the company notably agreed to steps meant to limit chances for the Fable 5's cyber capabilities to be abused. Both the company and the Commerce Department confirmed the decision Tuesday night. "We'll begin restoring access tomorrow, and will share an update soon," Anthropic said in a post on X. "We're grateful to our users for their patience, and to everyone who worked with us on redeploying the models." The export-control order was invoked on national security grounds but confused much of the AI and cybersecurity community, which raised questions about what specific characteristics made the models uniquely risky. Earlier this year, Anthropic released its first Mythos variant through Project Glasswing, an ongoing limited-access initiative designed to put its powerful cyber-AI models in the hands of trusted organizations for mainly cyberdefense purposes. The company has since worked to expand Mythos access across the U.S. government, though the rollout has at times been rocky, including for a key cybersecurity agency deemed a clear candidate to use the systems. Fable 5, released in early June, is the broader-access, safeguarded version of Anthropic's Mythos-class model, while Mythos 5 is the restricted Project Glasswing version made available to vetted groups with some cybersecurity safeguards removed. The NSA, which was using the latest Mythos build, was among those affected by the export control order. This past Friday, the Trump administration partially lifted that ban on Mythos 5, allowing a select group of around 100 organizations to regain access, but kept in place restrictions on Fable 5. The reversal is a major reprieve for Anthropic and many of the cyberdefenders it has been trying to equip. It also comes as Chinese open-source models are beginning to show similar cyber capabilities to that of major U.S. AI labs. "Stronger AI models aren't a genie that can be crammed back into a bottle, no matter how much we might like to," ThreatLocker CEO Danny Jenkins said in a statement. "All of this means that the only ones being restricted by the export controls are organizations that desperately need to test their systems and code." The government's concern over Fable 5 was tied to an Amazon report -- the significance of which Anthropic disputed -- that the public became aware of around the time the controls were imposed. In a blog post issued Tuesday night, Anthropic acknowledged that the report's researchers claimed to have found a way to bypass Fable 5's safeguards and get it to identify software flaws that could be exploited. But the company contends the issue did not show Fable 5 was giving general users access to the more sensitive cyber capabilities reserved for Mythos. Still, Anthropic said in the blog that it trained a new safety filter which blocks the reported workaround more than 99% of the time. Anthropic also said it is working with Amazon, Microsoft, Google and other Glasswing partners on a common framework for assessing AI jailbreaks, including when a bypass is serious enough to require new safeguards or other action from model developers. The AI company is already in an ongoing legal fight with the Pentagon over its designation as a "supply-chain risk," which the company has argued was retaliation for its refusal to relax limits on certain military uses of its models. A federal judge granted Anthropic a preliminary injunction in March blocking parts of that designation and a subsequent order to end all government use of the company's products, but the government appealed, and litigation has continued into June. The lack of clarity around the export directive has also shaped how other AI firms are approaching similar model deployments. OpenAI said Friday it will initially limit access to three of its GPT-5.6 models after conversations with government officials, while it tests the systems with select partners before a broader release. The company notably said it does not want government access reviews to become the long-term default, though called the short-term preview the best path toward wider availability as it works with the administration on a future release framework. A sweeping June executive order called for a voluntary framework giving the government early access to some frontier models for up to 30 days before they are released to other trusted partners.
SpaceX (SPCX) Stock Price Gets $190 Price Target Ahead of Its Nasdaq-100 Debut
The analyst sees Starlink, Starship, and AI driving long-term diversified revenue growth. The SpaceX stock has plunged more than 2% today despite bullish outlooks from the market pundits. Notably, this also comes as the SPCX stock is gearing up for its entrance into the Nasdaq-100 index, which is expected to further boost the appeal of the firm. SpaceX Stock Price Receives $190 Price Target The SpaceX (SPCX) stock price has slipped nearly 3% today and traded at $166.11 just after Wall Street's opening bell. This suggests that investors are treading cautiously, despite the hype surrounding Elon Musk's space technology and AI firm. However, despite the waning interest, it appears that Wall Street sentiment remains bullish. For context, a recent report showed that Wedbush has initiated coverage on SpaceX stock with an "Outperform" rating and assigned a $190 price target. This suggests a strong confidence of the financial services firm in the Elon Musk firm's long-term growth story. According to the firm, SpaceX is no longer just a space exploration company. Meanwhile, it believes that the company is steadily building an integrated technology ecosystem that combines Starlink's satellite internet network, the Starship launch platform, and expanding AI infrastructure capabilities. Wedbush expects these businesses to reinforce one another over time. This integrated model could position SpaceX among the next generation of technology infrastructure leaders. The firm also suggested that the company's investments across connectivity, launch services, and artificial intelligence could create multiple revenue streams in the coming years. Besides, the brokerage noted that Starlink remains in the early stages of its global broadband rollout. As internet coverage expands across underserved markets, analysts see meaningful room for subscriber growth and higher long-term revenue potential. Nasdaq-100 Entry May Boost Market Interest Notably, the latest SpaceX (SPCX) stock price coverage comes as the firm is gearing up for its debut in the Nasdaq-100 index on July 7. This milestone is expected to boost the appeal of the firm among market participants, which in turn could send the SPCX stock price even higher in the near future. For context, inclusion in a major benchmark often increases a company's visibility among institutional investors. On the flip side, Citadel Securities recently flagged a major AI risk, which might hinder the growth prospects of Elon Musk's AI firm. However, with the blockbuster IPO of SpaceX, which has seen the stock price soaring to as high as $225.64, it seems that investor sentiment remains largely positive despite the short-term pullback. Besides, according to market insights, it appears that many are viewing the recent pullback as a normal consolidation ahead of its debut in the Nasdaq-100 index. Besides, the fresh $190 price target for SpaceX (SPCX) stock has also bolstered the bullish narrative for the firm. Amid this, market participants are closely monitoring the company's execution in Starlink's global expansion, AI infrastructure initiatives, and upcoming milestones for Starship.
Anthropic is restoring Fable 5, but questions linger
* Key insight: The U.S. federal government gave Anthropic approval to once again start selling a version of its Mythos AI model called Fable 5. * What's at stake: The company had been forced to shut down Mythos because it was too good at finding cybersecurity gaps, and then it was forced to table Fable over export controls. * Forward look: The back and forth between a major frontier model provider and the federal government has some industry observers wondering if companies will rethink their reliance on a small number of big AI vendors that seem to be at the mercy of government officials' whims. Anthropic has been given the federal government's green light to start selling Fable 5, its Mythos-with-guardrails model, again. Fable 5 will be available starting Wednesday to users globally of Claude Platform, Claude.ai, Claude Code, and Claude Cowork, and users of other platforms will get access this month. The company was forced to shut down Mythos 5, its powerful model that finds cybersecurity vulnerabilities at unprecedented speeds, and the guardrailed Fable version of it two weeks ago due to a U.S. government export control that required it to restrict access to foreign nationals, for security reasons that weren't provided at the time. In a blog, Anthropic explained that the June 12 export control directive came after the government became aware of a report in which Amazon researchers had found a method of bypassing Fable 5's safeguards: prompting it so that it identified a number of software vulnerabilities. Anthropic's testing found that other, less capable models could also be jailbroken using the same method. The company has been working with the government, Amazon and other partners to fix this potential security risk. It's created several "classifiers," which are "smaller automated AI systems that, during an interaction, detect when the model is asked to perform a potentially harmful cybersecurity task (or produces potentially harmful outputs)," Anthropic said in a post on its website announcing the redeployment. "When this occurs, the classifiers block the model from responding to requests. The ultimate goal of these classifiers is to prevent the model from engaging in uniquely dangerous behaviors." If a classifier blocks a request, the user will be sent to an older Anthropic model, Opus 4.8. "Thanks? I guess," commented Simon Taylor, CEO of FintechBrainfood, on the fallback to Opus. Anthropic has also restored access to Mythos 5 to a small group of organizations that are members of Project Glasswing, a coalition of mainly tech companies, and JPMorganChase, that were using Mythos in preview mode to detect and fix bugs. The back and forth between a major frontier model provider and the federal government (on top of the Pentagon dubbing Anthropic a supply chain risk earlier this year) has some industry observers wondering if companies will rethink their reliance on a small number of big AI vendors that seem to be at the mercy of government officials' whims. "Most enterprises will eventually use multiple AI models, not because one model is best at everything, but because different tasks require trade-offs between cost, speed and reasoning," said Sachin Puri, CEO of Network Solutions, a website registrar. "The real innovation isn't asking customers to choose between various models, but intelligent orchestration that chooses for them. The best platforms will adopt a customer-centric approach that automatically routes simple tasks to fast, efficient models and reserves frontier reasoning models for the problems that truly require them." And some believe Anthropic brought government scrutiny upon itself with claims about how powerful its models are. "AI companies spent years teaching the public and government to treat frontier models as unknowable, quasi-mythic objects: things coming for your livelihood, to be feared and worshipped rather than understood," Andrew Atiya, founder and CEO of Knowhow, wrote on LinkedIn. "Now Anthropic is discovering what happens when that narrative turns back on them."
Anthropic launches 'Claude Science' AI research workbench for scientific research
AI startup Anthropic has launched Claude Science, a specialised workbench that has been built to help scientists quickly analyse complex data, manage heavy computer workflows and accelerate breakthroughs. The new platform marks an expansion for the IPO-bound tech company into the healthcare and life sciences sector, where Google DeepMind has already got success in the form of Alphafold - an AI system that predicts a protein's 3D structure from its amino acid sequence.Claude Science is an initiative Anthropic has been reportedly building out since October 2025. By providing an interface tailored purely for academic and medical research, the tool aims to take the mechanical tediousness out of laboratory data management.Claude Science serves as an all-in-one digital laboratory, combining coding tools, processing power and scientific databases into a single screen. According to Anthropic, the platform allows researchers to instantly review and cross-reference thousands of pages of existing medical literature.Further, it also processes raw data and instantly generate publication-ready charts and manuscript drafts. Thirdly, scientists can use the tool to map final research figures back to the exact code and laboratory environment where they were created, ensuring transparency.To ensure scientists have the right tools out of the box, Anthropic pre-configured the system with more than 60 massive scientific databases. The interface can also natively render complex, highly technical visual data, including 3D protein structures, chemistry molecular models and genome browser tracks.Anthropic says that Claude Science runs on its existing family of advanced models. The system has successfully cleared the company's "responsible scaling" policies and specialised biosecurity evaluations to ensure the powerful technology cannot be misused.During a press briefing announcing the launch, Eric Kauderer-Abrams, Anthropic's Head of Life Sciences, revealed that the company is also launching its own internal, pre-clinical drug discovery programs. Anthropic plans to use Claude Science to hunt for treatments for neglected diseases.
SpaceX's $75B IPO dominates Q2 2026 as US offerings hit record $104.8B
Renaissance Capital's quarterly review reveals the largest IPO haul ever recorded, while crypto companies remain notably absent from the lineup The US IPO market just posted its biggest quarter in history, and it wasn't particularly close. Renaissance Capital's second quarter 2026 review tallied 48 initial public offerings that collectively raised $104.8 billion, a figure so large it eclipses the combined IPO proceeds of the previous two years. The headline act: SpaceX, which completed a $75 billion IPO that single-handedly accounted for more than 70% of the quarter's total haul. The company debuted with a market capitalization of $1.7 trillion and then climbed 19% on its first day of trading. A quarter defined by mega-deals SpaceX wasn't the only billion-dollar listing in Q2. Nine other IPOs crossed the $1 billion threshold, with AI chipmaker Cerebras Systems leading that cohort. Forty-eight IPOs sounds like a healthy number, but it's the average deal size that stands out. Divide $104.8 billion by 48 and you get roughly $2.18 billion per offering. Crypto's conspicuous absence Renaissance Capital's review noted zero crypto or blockchain-related listings in the quarter. Not one. The absence doesn't necessarily mean crypto is dead in the public markets. In 2021, crypto-adjacent companies were rushing to list. In Q2 2026, the money flowed overwhelmingly to AI and aerospace. What this means for crypto investors SpaceX's S-1 filing reportedly revealed Bitcoin holdings valued between $1.2 billion and $1.45 billion, meaning the most talked-about IPO in recent memory is holding a meaningful amount of BTC on its balance sheet as a treasury asset. Investors should watch for two things in the coming months: whether Q3 brings any crypto-related filings now that the IPO window has clearly reopened, and whether other large-cap companies filing S-1s disclose similar Bitcoin positions.
Anthropic Launches Claude Science: AI Research Workbench Open to All Paid Subscribers
While OpenAI gates GPT-Rosalind to vetted enterprises, Anthropic bets on workflow over a specialized model Anthropic unveiled Claude Science on June 30, 2026, positioning the platform as its next major product after Claude Code -- a purpose-built AI workbench that gives scientists a single environment for computational research, replacing the daily scramble between dozens of databases, analysis tools, notebooks, and cluster terminals. Available immediately in beta to all paid Claude subscribers (Pro, Max, Team, and Enterprise), Claude Science represents Anthropic's most significant bet that what is slowing scientific research down is not the raw power of the underlying AI, but the friction of making it useful inside an actual lab. The platform is not a new model. It runs on Claude Opus 4.8 -- the same model already accessible to paying subscribers -- with no special access requirements and no enterprise gating. What Anthropic built around it is a workflow environment: a coordinating AI agent with access to more than 60 pre-configured scientific databases, a reviewer agent that checks citations and flags errors, compute management that submits jobs to a lab's own high-performance computing cluster or to cloud compute on demand, and full provenance tracking so every figure can be traced back to the code and conversation that produced it. Researchers with active graduate or postdoctoral projects can apply for compute grants of up to $30,000, with a July 15, 2026 deadline, through Anthropic's AI for Science program. Modal is providing an additional $2,000 in compute for select projects. Award notifications go out July 31. Projects run from September 1 through December 1, 2026. How the Multi-Agent Architecture Actually Works Claude Science's core technical architecture follows a hierarchical multi-agent pattern. A generalist coordinating agent receives a researcher's plain-language request, breaks it into subtasks, and delegates to domain-specialized sub-agents pre-configured for specific scientific workflows: genomics, single-cell RNA sequencing, proteomics, structural biology, and cheminformatics, among others. Each sub-agent has context about its purpose, its required inputs, and the databases or tools it connects to -- it is a specialist that knows the relevant workflows for its field, not a general-purpose assistant navigating an unfamiliar domain. The platform integrates directly with NVIDIA's BioNeMo Agent Toolkit, which packages GPU-accelerated life sciences capabilities as callable skills. These include Evo 2 for genomic sequence analysis, Boltz-2 for biomolecular structure prediction, and OpenFold3 for protein folding. NVIDIA's RAPIDS-singlecell toolkit, accessible through BioNeMo, compresses a 1.3-million-cell preprocessing and clustering workflow from 52 minutes to 25 seconds. The cheminformatics tool nvMolKit accelerates similarity search and conformer generation by up to 3,000x compared to standard implementations. NVIDIA Parabricks cuts genomic analysis pipelines that previously ran for hours down to minutes. The engineering tradeoff Anthropic made is explicit: rather than training a biology-specific model (as OpenAI did with GPT-Rosalind), Anthropic routed context to a general-purpose model and built the scientific capability into the tool layer -- the databases, the compute management, the artifact tracking. The bet is that a well-orchestrated general model with the right tools can match or exceed a specialized model at the most common research tasks, while remaining accessible to anyone with a paid subscription rather than restricted to vetted enterprises. Because the agents run inside a persistent session that holds context in memory, large datasets need to be loaded only once per session. Claude Science runs locally on macOS or Linux, or connects to a remote machine via SSH or an HPC login node -- raw datasets and intermediate files stay on a lab's own infrastructure, and only the context required for each analytical step is transmitted to Anthropic's servers. Reproducibility by Design Science has a reproducibility problem. More than 70% of researchers have tried and failed to reproduce another scientist's published results, according to a 2016 Nature survey of more than 1,500 scientists -- a finding that has held up across subsequent replication studies in medicine, psychology, and computational biology. Claude Science's architecture addresses this directly. Every figure the platform generates includes the exact code that produced it, the computational environment it ran in, a plain-language description of the methodology, and the full conversation history leading to that result. A researcher who returns to a figure six months later, or a co-author trying to validate results, has everything needed to reproduce the work. A separate reviewer agent runs alongside the research workflow, checking citations, flagging numbers that cannot be traced to a source, and identifying cases where a figure does not match the underlying code. Anthropic noted that this reviewer draws on the same underlying model rather than an independent verification system -- a limitation worth keeping in mind as results approach publication. Early Results: Glioma Analysis in One-Tenth the Time Several research groups used Claude Science during the beta period before the launch. Jérôme Lecoq, a neuroscientist at the Allen Institute, built a multi-agent computational review pipeline using roughly 20 custom skills. Sub-agents read thousands of papers, extracted central claims and key quantitative findings, and stored them in an evidence database, then passed that structured information to writing agents that drafted review sections one at a time. Actor-critic pairs -- one agent creating content, a separate reviewer evaluating it for accuracy and citation fidelity -- ran throughout. A process that previously took Lecoq's team up to two years now produces long-form reviews with agent-verified citations, and he has produced roughly ten such reviews, many exceeding 100 pages. Stephen Francis, an associate professor and epidemiologist at the UCSF Brain Tumor Center, used Claude Science to accelerate germline analysis for glioma studies -- work that involves identifying how thousands of small-effect genetic variants combine to shape individual susceptibility to a rare primary brain tumor. His group compressed an analysis that previously required substantial time into approximately one-tenth the time, with results independently validated for accuracy. Manifold Bio, which designs medicines that home to specific tissues so a drug acts where it is needed rather than systemically, used Claude Science to nominate targets for its latest experiments. The platform assessed surface expression, trafficking, and safety for each candidate, incorporating criteria Manifold had accumulated from prior programs -- a task that required integrating proprietary internal data with external databases in a single analytical thread. Harvard physicist Matthew Schwartz estimated, on the basis of his work with Anthropic's research tools, that the company's models perform at roughly the level of a second-year graduate student on scientific tasks -- a benchmark Anthropic's own technical blog cited, suggesting the company is comfortable with that framing as a calibration point rather than a marketing ceiling. Three Strategies for One AI Drug Discovery Market Claude Science enters a market where three very different approaches are now competing for the same pharma and research customers. OpenAI launched GPT-Rosalind in April 2026 -- a model specifically fine-tuned for biological reasoning, named after Rosalind Franklin, the crystallographer whose X-ray work helped determine the structure of DNA. It is available only to qualified US enterprise customers through a trusted-access program. OpenAI's LifeSciBench, published in June 2026 and built with 173 PhD scientists, found that even the best-performing model (GPT-Rosalind) cleared only 36.1% of real research tasks -- a ceiling that OpenAI's own life sciences research lead acknowledged explicitly, stating that the company does not believe AI can yet create new disease treatments on its own. GPT-Rosalind is not available to independent academic researchers, individual scientists, or researchers outside the United States. Google DeepMind has the longest track record in this space, having developed AlphaFold -- which predicted structures for more than 200 million proteins -- and AlphaGenome. Its Gemini for Science platform, launched at Google I/O in May 2026, bundles those proprietary foundational models with dozens of life science databases in a scientific workbench environment. The credibility of DeepMind's science program was cemented when Demis Hassabis and John Jumper shared the Nobel Prize in Chemistry in 2024 for their AlphaFold work. Jumper announced on June 19, 2026 that he was leaving DeepMind to join Anthropic after nearly nine years -- his specific role at Anthropic was not disclosed, and he said he planned to take time to recharge before starting. The competitive dynamic is now three distinct strategies: Anthropic betting on broad subscriber access and a workflow layer; OpenAI betting on a fine-tuned specialist model with governed enterprise access; Google betting on proprietary foundational models that competitors can only call as external tools. Neglected Diseases and an IPO in View Anthropic also announced it will deploy Claude Science in its own pre-clinical drug development programs, focused on neglected diseases -- conditions that fall outside the commercial calculation of traditional pharmaceutical and biotech investment. Eric Kauderer-Abrams, Anthropic's head of life sciences, described these as areas with real disease burden that the traditional pharma and biotech landscape has not found commercially attractive. A demonstration at the launch event showed the platform autonomously identifying drug candidates for phenylketonuria, a rare genetic disease. The timing of the Claude Science launch is not incidental to Anthropic's broader business position. The company filed a confidential IPO prospectus with the SEC on June 1, 2026, and closed a Series H round at a post-money valuation of approximately $965 billion in May. Claude Code, Anthropic's agentic coding tool, became the fastest-scaling commercial software product in the company's history and now accounts for a major share of its revenue. Claude Science is the next chapter of the same story: Anthropic does not just want to be a model provider. It wants to own the operational layer in high-value industries, the way Claude Code now owns significant territory in software development. Whether the bet pays off depends on whether Claude Science can prove itself in the results section of a published paper. Frequently Asked Questions Who can access Claude Science, and how? Claude Science is available in beta for all paid Claude subscribers -- Pro, Max, Team, and Enterprise plans. It runs as a local application on macOS and Linux. There is no separate gating, enterprise review, or US-only restriction. Team and Enterprise users need an admin to enable the app before members can access it. Anthropic also offers a discounted Team plan for academic and nonprofit research labs, verified through the lab's principal investigator. The app can be accessed at claude.com/science. How does Claude Science compare to GPT-Rosalind and Google's Gemini for Science? The three platforms reflect three different architectural bets. Claude Science is a workflow layer on top of Anthropic's existing Opus 4.8 model, available to all paid subscribers globally with no enterprise vetting. GPT-Rosalind is a fine-tuned biology specialist model from OpenAI, available only to qualified US enterprise customers through a trusted-access program. Gemini for Science bundles Google DeepMind's proprietary foundational models -- including AlphaFold -- with database access, and benefits from the deepest track record in AI-driven science. OpenAI's own LifeSciBench found that even GPT-Rosalind, the top-performing model, cleared only 36% of real scientific research tasks. How do I apply for the Claude Science research grant? Anthropic is supporting up to 50 research projects with grants of up to $30,000 in compute credits each. Modal is providing an additional $2,000 in compute for select projects. Applications are open through July 15, 2026, with award notifications by July 31. Funded projects run from September 1 through December 1, 2026. The program is prioritizing postdoctoral and graduate projects that span scientific domains, with an early focus on biomedical research. The application form is linked from Anthropic's Claude Science announcement page at anthropic.com/news/claude-science-ai-workbench. Does Claude Science send sensitive research data to Anthropic's servers? No research data leaves your lab's infrastructure unless you choose to transmit it. Claude Science runs locally on macOS or Linux, or connects via SSH to a remote machine or HPC cluster. Raw datasets and intermediate files remain on your own systems. Only the specific context needed for each analytical step -- for example, a query to a language model about a figure -- is transmitted to Anthropic. Sensitive or proprietary datasets can stay entirely within a lab's existing computing environment.
SpaceX Stock Is Back Near Its IPO Price After a 24% Drop. Here's How to Decide Whether to Buy, Hold, or Sell
Space Exploration Technologies (NASDAQ: SPCX) made its public debut this month, and demand was so intense that the stock quickly shot up to $225 per share from its original $135 initial public offering (IPO) price. The hype has since died down, and SpaceX is currently trading near $150 as of this writing. So how do investors decide whether to buy, hold, or sell in light of this pullback? First, we must consider the price dip itself and whether it is truly an opportunity, a warning, or just short-term noise to ignore. There really isn't much analyst consensus on SpaceX. Price targets range from an absurdly high $310 to $62 per share, so different conclusions can be reached from the outset. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks " Only time will tell who has the correct take on Elon Musk's multi-trillion-dollar business. However, this dip is likely driven by a combination of fears and concerns about SpaceX's debt load, inflated valuation, and ability to grow revenue to justify that sky-high valuation. Image source: The Motley Fool. SpaceX announced it would issue $25 billion in bonds this week, following its record-breaking $85 billion IPO raise. The additional debt has some investors concerned. Lastly, insider lockups will expire in the coming months, which could trigger a selling spree that pushes the stock lower. With all that said, this dip is generally reactionary and not necessarily tied to SpaceX's financials. The company hasn't even released its first quarterly earnings report. Should you buy? While SpaceX's price is still inflated, there's a bull case to consider: the businesses it owns and their growth trajectory. The subsidiary Starlink, a satellite Internet network, is globally scalable and already generates recurring revenue. SpaceX also owns xAI, which lags competitors, but could catch up over time and eventually become profitable. SpaceX, of course, currently dominates the medium-lift reusable rocket market. There's a lot of potential revenue in a diversified portfolio. Success stories like Amazon, which is both an e-commerce platform and a leading cloud provider, show what is possible with successful execution and a long enough time horizon. Should you hold? If you already hold SpaceX shares, the stock will be volatile for the foreseeable future, and trying to time the market isn't a winning strategy in the long run. It's going to take years for revenue to catch up with valuation. Right now, SpaceX trades at more than 100 times its sales. Holding the stock will require the stomach to handle price swings. The stock has been trading for less than a month, so holding is a reasonable option because investors haven't given the company nearly enough time to find its footing. Should you sell? If you bought SpaceX and the stock has become too concentrated in your portfolio, or you find yourself unable to handle the volatile price swings, you may want to consider reducing your position. Or perhaps you've become bearish on the space industry and on SpaceX's ability to become a profitable, cash-flowing machine. In that case, selling makes sense. There isn't one right answer when it comes to buying, holding, or selling any stock. In general, it's best to buy and hold for a minimum of five years to give stocks a chance to grow and weather any market downturns. In the case of SpaceX, investors need patience, a high risk tolerance, and the ability to wait for revenue to catch up with the more than $2 trillion valuation. That may not happen for several years. Your personal portfolio goals are what matter most. Should you buy stock in Space Exploration Technologies right now? 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Pharmalittle: We're reading about Anthropic drug development goals, Trump drug plan snags, and more
Good morning, everyone, and welcome to the middle of the week. Congratulations on making it this far, and remember there are only a couple of more days until the weekend arrives. So keep plugging away. After all, what are the alternatives? While you ponder the possibilities, we invite you to join us for a needed cup of stimulation. Our choice today is pistachio, a tasty treat. Meanwhile, here is the latest menu of tidbits to help you on your way. We hope you conquer the world and have a wonderful day. And as always, please do stay in touch. ... Anthropic, the artificial intelligence firm, announced the availability of Claude Science, an application that optimizes its large language model for use in scientific laboratories and, especially, within the research operations of pharmaceutical companies, STAT tells us. This marks the first time a large AI developer has released a separate interface and product for scientists, and the product is a beachhead in Anthropic's larger battle for the future of biology. Among other things, the company has plans to develop drugs of its own, STAT adds. President Trump promised to make U.S. prescription drug prices the cheapest in the world, but a closely watched Medicaid pilot program could expose the limits of the buy-in among mid-sized and smaller pharmaceutical companies, Reuters explains. The administration convinced 17 of the largest global drugmakers to offer lower prices comparable to what is paid in other developed countries, referred to as "most-favored-nation" pricing. Mid-size companies account for the development of most new innovative medicines, but have different business models than big drugmakers and lack the large portfolio of medicines that make it easier to cut deals.
Meta, Like Spacex, Looks To Turn Excess Ai Compute Into Cash
Meta, like SpaceX, looks to turn excess AI compute into cash - BERITAJA is one of the most discussed topics today. In this article, you will find a clear explanation, key facts, and the latest updates related to this topic, presented in a concise and easy-to-understand way. Read more news on Beritaja. Meta has spent billions of dollars processing AI and building retired information centers to support it. But now, the institution whitethorn beryllium preparing to put those information centers to a much instantly profitable purpose. On Wednesday, Bloomberg reported that Meta is processing plans for a unreality infrastructure business, trading entree to some AI compute powerfulness and models. The move would pit it against the large unreality providers for illustration Amazon Web Services, Google Cloud, and Microsoft Azure. Meta's determination to waste disconnected excess compute comes weeks aft SpaceX, via xAI, announced akin plans. In early May, SpaceX signed a woody pinch Anthropic to bargain retired each of the compute capacity astatine SpaceX's Colossus 1 information center. SpaceX has signed akin leases since pinch Google and Reflection AI. The truth that Meta is doing the aforesaid is simply a awesome that the winners of the AI title whitethorn not beryllium the ones providing the champion models and services, but alternatively the ones who ain the information centers. That is, if the request for compute continues to hold, and if information centers clasp their value. Some skeptics person warned the title to build retired AI infrastructure is creating a bubble that leans heavily connected quickly depreciating chips. Others person questioned whether AI companies could make capable end-user gross to warrant the trillion-dollar bets. Those concerns haven't stopped Meta from investing heavy successful infrastructure for AI compute. As of the extremity of the first quarter, Meta had committed to spending $182.9 billion connected AI infrastructure successful the coming years, including monolithic ongoing projects successful Louisiana and Ohio. The Ohio project, which Zuckerberg said would beryllium the size of Manhattan, is expected to travel online this year. Unlike Google and OpenAI, Meta hasn't seen important request for its ain AI models and services. Meta doesn't break retired its gross from Meta AI aliases from Llama, its open-weight AI exemplary family successful its earnings, and executives person mostly emphasized the soul firm uses of AI successful nationalist statements. That could mean that Meta's AI endeavors don't yet correspond a worldly standalone gross line. To get a return connected immoderate of its ain colossal spend, Meta whitethorn transcript CoreWeave's business exemplary and waste entree to "raw" compute capacity, according to Bloomberg. The outlet besides reported Meta is considering pursuing AWS's lead and trading entree to various AI models -- including its precocious launched closed-weight model, Muse Spark -- hosted connected its AI infrastructure. The caller business statement will beryllium portion of a caller inaugural reportedly dubbed Meta Compute, which is led by caput of infrastructure Santosh Janardhan, Meta Superintelligence Labs leader Daniel Gross, and president Dina Powell McCormick. The study confirms Zuckerberg's May statements that a Meta unreality computing business is "definitely connected the table" arsenic a measurement to get a return connected immoderate of the monolithic finance into its strategy to create AI "superintelligence." TechCrunch has reached retired to Meta for comment.
Why The SpaceX IPO Brings A New Era Of Asteroid Mining Closer
Forbes contributors publish independent expert analyses and insights. SpaceX may be best known for launching reusable rockets, and less for the orbital economy it hopes to enable, but there's another seemingly futuristic activity even fewer investors are talking up -- asteroid mining. As mentioned in its IPO filing on May 20, asteroid mining is currently being pursued more seriously than ever by several companies that are now moving beyond paper studies, with AstroForge having flown a deep-space asteroid-imaging mission and others developing or funding demonstration hardware for future asteroid-resource missions. The SpaceX filing does not make asteroid mining imminent, but it does put the idea inside the commercial strategy of the world's most closely watched private space company. Here's everything you need to know about asteroid mining, a concept that until recently remained largely theoretical as a business. Key Facts Asteroid mining in SpaceX's IPO "We plan to pursue asteroid mining operations to extract metals and other critical resources from near-Earth and main-belt asteroids, providing abundant raw materials for space-based industries and reducing the need to launch mass from Earth," SpaceX's IPO filing states. That's an unusually bold claim for a financial document. It goes further, naming "platinum-group metals, rare earth elements, nickel, cobalt, iron and water" as resources that could one day support a space-based industrial economy. The filing argues that reusable launch, autonomous robotics and in-situ processing could make asteroid resources more accessible over time. That language is striking, but the idea is simple enough: instead of launching every ounce of metal, water and fuel from Earth, future space industries could use materials already in space. Despite renewed momentum, asteroid mining remains a long-term, high-risk business. "It's a difficult business model," said Dr. Nick Moskovitz of Lowell Observatory, Flagstaff, Arizona, in an interview ahead of International Asteroid Day, a United Nations-recognized global awareness campaign about asteroid risks and opportunities, on June 30. "It's going to cost you billions, and you might see profit 50 years from now." Why SpaceX Changes The Asteroid Mining Equation SpaceX's role may not be to mine the first asteroid itself, but to lower launch costs. With its Falcon 9 reusable rocket and, in time, with the much larger Starship, which SpaceX says is designed to carry more than 100 metric tons to orbit, space is more accessible now than it ever has been. That matters because asteroid mining requires repeated testing: prospecting, rendezvous, autonomous navigation, sample analysis, extraction and processing. Each step needs hardware in space. After a flurry of activity in the early 2010s -- notably by Planetary Resources and Deep Space Industries -- a second wave has emerged of companies interested in turning off-Earth resources into a business. "What has happened in the past is that start-ups attract a big investor, make a lot of progress, and then they run out of their seed funding and go away," said Moskovitz. Reality Of Asteroid Mining "It's not like mining on the Earth, where we seek out ore that's concentrated," said Moskovitz. "The geology of asteroids is very different." Valuable materials may be dispersed in small grains at parts-per-million or parts-per-billion levels. Extracting and refining them in space remain major unresolved problems. Microgravity is another obstacle. A spacecraft cannot mine an asteroid the way equipment mines on Earth; it must anchor, hover, or use specialized sampling and capture systems. It's also about availability. Broadly speaking, resource discussions often focus on three categories of asteroid -- water-rich carbonaceous asteroids, metallic asteroids rich in iron-nickel alloys, and stony asteroids that contain iron, nickel, and magnesium. However, which ones are available depends on which have orbital paths that bring them close to Earth. New Wave Of Asteroid Mining Startups The current wave is trying to avoid the same fate by attempting to fly missions earlier and focusing on practical milestones. Huntington Beach, California-based AstroForge is focusing on mining platinum-group metals. Its Odin mission launched on February 26, 2025, to image asteroid 2022 OB5 (although it suffered a solar-array failure after launch), and the company says its DeepSpace-2 mission is planned for the fourth quarter of 2026 to rendezvous with a near-Earth asteroid. TransAstra, based in Los Angeles, has proposed capturing a near-Earth asteroid and moving it into a stable orbit for processing, potentially with a rendezvous in 2028 or 2029 if funded. A third player, Karman+ from Colorado, says it aims to mine asteroids to supply affordable natural resources for the space economy. According to Payload, it raised $20 million in seed financing for its first demo mission, High Frontier, which is targeted for February 2027. "The thing that's different this go-around is that we're actually seeing companies get to space," said Moskovitz. "We're actually seeing companies launch platforms to test some of the technology needed to do asteroid mining." Water Could Be The First Asteroid Resource Economy The SpaceX filing highlights metals, rare earth elements and water. Moskovitz argues that water may be the most realistic first resource. "I think where we will see asteroid mining take off, maybe within our lifetimes, is with the utilization of water," he said. Some asteroid types may contain significant water locked in rock. If extracted, that water could support astronauts, provide oxygen and be split into hydrogen and oxygen for rocket fuel. "It's all about being able to produce things in space rather than having to launch everything with you," Moskovitz said. Although it's often painted as a precious-metals rush, asteroid mining may first look more like the creation of fuel depots, life-support stations and supply chains for spacecraft.
Abu Dhabi's MGX closes record $49 billion AI fund to invest across AI infrastructure, chips, and AI companies after backing OpenAI, Anthropic, and xAI - Tech Startups
The race to finance artificial intelligence just reached another milestone. Abu Dhabi investment firm MGX has closed a record $49 billion AI fund, creating one of the largest investment vehicles dedicated to artificial intelligence at a time when investors are pouring unprecedented amounts of capital into the sector. The fund closed above its original $45 billion target, drawing commitments from institutional and private investors across the Gulf, North America, Asia, and Europe. MGX plans to invest across the AI technology stack, including semiconductors, AI infrastructure, and technologies that support the next generation of AI applications. The announcement comes during a record year for AI investing. According to Dealroom, AI companies have raised $416.6 billion so far this year, nearly double the amount raised in 2025. The surge reflects growing confidence that AI will remain one of the defining technology investment themes for years to come. MGX has already emerged as one of the biggest financial backers of leading AI companies. The firm co-led Anthropic's $30 billion funding round in February and joined the company's $65 billion Series H financing in May. It also co-led OpenAI's $122 billion funding round in March and participated in Elon Musk's xAI's $20 billion financing in January before the startup merged with SpaceX. Those investments have positioned MGX alongside many of the biggest AI deals completed this year, giving the Abu Dhabi-based fund a growing presence across frontier AI model developers. So far, MGX has invested in 14 companies. The new fund signals that its ambitions extend well beyond foundation models. The firm is targeting opportunities across chips, data center infrastructure, and enabling technologies that support AI deployment at scale. Infrastructure has already become a major part of MGX's strategy. In June, the company announced plans to expand an AI campus in France through a partnership with Bpifrance and Mistral. The project reflects a broader industry shift as investors increasingly finance the computing capacity, energy resources, and physical infrastructure required to support the next wave of AI growth. The closing of MGX's $49 billion fund adds fresh momentum to an AI investment boom that shows little sign of slowing. Capital is flowing across every layer of the industry, from frontier model developers to semiconductor makers and the infrastructure companies building the foundation for the next generation of artificial intelligence.
Meta, like SpaceX, looks to turn excess AI compute into cash
Meta has spent billions of dollars developing AI and building out data centers to support it. But now, the company may be preparing to put those data centers to a more immediately profitable purpose. On Wednesday, Bloomberg reported that Meta is developing plans for a cloud infrastructure business, selling access to both AI compute power and models. The move would pit it against the big cloud providers like Amazon Web Services, Google Cloud, and Microsoft Azure. Meta's decision to sell off excess compute comes weeks after SpaceX, via xAI, announced similar plans. In early May, SpaceX signed a deal with Anthropic to buy out all of the compute capacity at SpaceX's Colossus 1 data center. SpaceX has signed similar leases since with Google and Reflection AI. The fact that Meta is doing the same is a signal that the winners of the AI race may not be the ones providing the best models and services, but rather the ones who own the data centers. That is, if the demand for compute continues to hold, and if data centers retain their value. Some skeptics have warned the race to build out AI infrastructure is creating a bubble that leans heavily on rapidly depreciating chips. Others have questioned whether AI companies can generate enough end-user revenue to justify the trillion-dollar bets. Those concerns haven't stopped Meta from investing heavily in infrastructure for AI compute. As of the end of the first quarter, Meta had committed to spending $182.9 billion on AI infrastructure in the coming years, including massive ongoing projects in Louisiana and Ohio. The Ohio project, which Zuckerberg said would be the size of Manhattan, is expected to come online this year. Unlike Google and OpenAI, Meta hasn't seen significant demand for its own AI models and services. Meta doesn't break out its revenue from Meta AI or from Llama, its open-weight AI model family in its earnings, and executives have mostly emphasized the internal corporate uses of AI in public statements. That could mean that Meta's AI endeavors don't yet represent a material standalone revenue line. To get a return on some of its own colossal spend, Meta may copy CoreWeave's business model and sell access to "raw" compute capacity, according to Bloomberg. The outlet also reported Meta is considering following AWS's lead and selling access to various AI models -- including its recently launched closed-weight model, Muse Spark -- hosted on its AI infrastructure. The new business line will be part of a new initiative reportedly dubbed Meta Compute, which is led by head of infrastructure Santosh Janardhan, Meta Superintelligence Labs leader Daniel Gross, and president Dina Powell McCormick. The report confirms Zuckerberg's May statements that a Meta cloud computing business is "definitely on the table" as a way to get a return on some of the massive investment into its strategy to develop AI "superintelligence." TechCrunch has reached out to Meta for comment.
SpaceX Stock Is Back Near Its IPO Price After a 24% Drop. Here's How to Decide Whether to Buy, Hold, or Sell
Space Exploration Technologies (SPCX 1.47%) made its public debut this month, and demand was so intense that the stock quickly shot up to $225 per share from its original $135 initial public offering (IPO) price. The hype has since died down, and SpaceX is currently trading near $150 as of this writing. So how do investors decide whether to buy, hold, or sell in light of this pullback? First, we must consider the price dip itself and whether it is truly an opportunity, a warning, or just short-term noise to ignore. There really isn't much analyst consensus on SpaceX. Price targets range from an absurdly high $310 to $62 per share, so different conclusions can be reached from the outset. Only time will tell who has the correct take on Elon Musk's multi-trillion-dollar business. However, this dip is likely driven by a combination of fears and concerns about SpaceX's debt load, inflated valuation, and ability to grow revenue to justify that sky-high valuation. SpaceX announced it would issue $25 billion in bonds this week, following its record-breaking $85 billion IPO raise. The additional debt has some investors concerned. Lastly, insider lockups will expire in the coming months, which could trigger a selling spree that pushes the stock lower. With all that said, this dip is generally reactionary and not necessarily tied to SpaceX's financials. The company hasn't even released its first quarterly earnings report. Should you buy? While SpaceX's price is still inflated, there's a bull case to consider: the businesses it owns and their growth trajectory. The subsidiary Starlink, a satellite Internet network, is globally scalable and already generates recurring revenue. SpaceX also owns xAI, which lags competitors, but could catch up over time and eventually become profitable. SpaceX, of course, currently dominates the medium-lift reusable rocket market. There's a lot of potential revenue in a diversified portfolio. Success stories like Amazon, which is both an e-commerce platform and a leading cloud provider, show what is possible with successful execution and a long enough time horizon. Should you hold? If you already hold SpaceX shares, the stock will be volatile for the foreseeable future, and trying to time the market isn't a winning strategy in the long run. It's going to take years for revenue to catch up with valuation. Right now, SpaceX trades at more than 100 times its sales. Holding the stock will require the stomach to handle price swings. The stock has been trading for less than a month, so holding is a reasonable option because investors haven't given the company nearly enough time to find its footing. Should you sell? If you bought SpaceX and the stock has become too concentrated in your portfolio, or you find yourself unable to handle the volatile price swings, you may want to consider reducing your position. Or perhaps you've become bearish on the space industry and on SpaceX's ability to become a profitable, cash-flowing machine. In that case, selling makes sense. There isn't one right answer when it comes to buying, holding, or selling any stock. In general, it's best to buy and hold for a minimum of five years to give stocks a chance to grow and weather any market downturns. In the case of SpaceX, investors need patience, a high risk tolerance, and the ability to wait for revenue to catch up with the more than $2 trillion valuation. That may not happen for several years. Your personal portfolio goals are what matter most.
Anthropic Launches Claude Science, an AI Workbench for Researchers
An AI Workbench for the Lab Anthropic has built an app for scientists. On Tuesday, June 30, 2026, the company launched Claude Science, a single workspace that pulls a researcher's scattered tools into one place. It brings together databases, code, and computing power, then lets AI agents run the work from start to finish. The app is in beta now for people who pay for Claude. Key Takeaways * Claude Science runs on Anthropic's existing models, including Claude Opus 4.8, with no special access. It ships with more than 60 scientific databases and toolkits for genomics, single-cell work, proteomics, structural biology, and cheminformatics. * A coordinating agent hands tasks to specialist sub-agents, while a separate reviewer agent checks every citation and calculation and fixes errors as it goes. * The beta runs on macOS and Linux for Pro, Max, Team, and Enterprise users. Anthropic also announced its own pre-clinical drug programs aimed at neglected diseases. One Place Instead of a Dozen Research eats time in ways that have nothing to do with discovery. Scientists jump between PubMed, Jupyter, R, and a cluster terminal. They wrestle file formats that each need a custom pipeline. Claude Science tries to end the juggling. You talk to one coordinating agent in plain language. It reaches more than 60 curated skills and connectors, already set up for fields like genomics, proteomics, structural biology, and chemistry. That agent can spin up others, or hand a job to a specialist agent you built yourself. A separate reviewer agent runs alongside the work. It inspects outputs, flags wrong citations and numbers it cannot trace, and corrects itself as the pipeline moves. That check matters, because AI-assisted writing has pushed fabricated citations and shaky stats into more and more papers. The app leans on the same models Anthropic already sells, so there is no new biology model and no gated access. Every Figure Comes With Its Receipts Reproducibility is the sore point of modern science, and Anthropic aims straight at it. When Claude Science makes a figure, it saves the exact code and environment that produced it, a plain-language note on how it was built, and the full message history. Months later, you can still trace the result back to its source. The app renders rich scientific work on screen. It shows 3D protein structures, genome browser tracks, and chemical structures without extra software. You can ask it to change a figure in plain words, such as removing gridlines or switching an axis to log scale, and the agent edits its own code to do it. Compute Without the Wait Big jobs usually break a scientist's focus. Folding a protein or running a genomics pipeline means setting up a compute job, waiting, checking whether it failed, and pulling results back. Claude Science handles that loop. It drafts a plan, asks before reaching new resources, and lets you review or cancel any step before it submits the job. The work runs on the tools a lab already owns, whether an HPC cluster over SSH or a Modal account for compute on demand. It scales from a single GPU to hundreds. Because agents hold context in memory during a session, a massive dataset loads only once, and you can fork a session to try two approaches at the same time. Sensitive data stays put. The app runs on a lab's own machines, so large or private datasets never leave the systems they live on, and only the context needed for each step goes to Claude. It taps NVIDIA's BioNeMo Agent Toolkit to reach life-science models such as Evo 2, Boltz-2, and OpenFold3, and it draws on sources like UniProt, PDB, ChEMBL, and GEO. This ability to plug Claude into the software a team already uses lets trusted pipelines be saved as reusable skills that future sessions inherit. Early Users in the Lab Several groups tested the app in beta. Manifold Bio designs medicines that home in on a specific organ or cell type. The company used Claude Science to nominate targets for its latest experiments, weighing surface expression, trafficking, and safety for each tissue, then ranking candidates against rules drawn from its own private data. What set the app apart, Manifold said, was that it ran the whole task end to end. Jérôme Lecoq, a neuroscientist at the Allen Institute, built a review pipeline from about 20 custom skills. Sub-agents read thousands of papers, pulled the key finding from each, and stored it in an evidence database. The system then wrote a review section by section, with one agent drafting and a second checking accuracy. Work that once took his team up to two years now yields about 10 reviews, many past 100 pages. Stephen Francis, an epidemiologist at the UCSF Brain Tumor Center, used the app for studies on glioma, a tumor that begins in the brain's glial cells. His group probes how thousands of small germline variants combine to shape a person's risk. Claude Science cut a germline workup to roughly one-tenth of its former time, and his team validated the results on their own. Anthropic Wants the Whole Bench The app grows out of Claude for Life Sciences, which Anthropic launched in October 2025 to sharpen the chatbot for lab tasks. Claude Science turns that into a dedicated place to work. It fits a larger plan, too. Anthropic wants to own the working layer of specific fields, the way Claude Code became the default for software teams. It has run the same play in other professions, including its build-out of tools for law firms. There is money behind the move. The company filed to go public earlier this year, and its fast-growing base of paying users is the kind of proof a market debut needs. Anthropic is not alone in chasing the lab. Other AI labs are circling the same researchers from sharply different angles. OpenAI shipped GPT-Rosalind in April, a biology-tuned model held to a screened set of enterprise customers. Google DeepMind owns foundational science models like AlphaFold and folds them into its own research platform. Anthropic took the widest path, opening the app to every paying subscriber rather than a chosen few. The company paired the software with a bolder step for society. It is starting its own hunt for treatments the drug industry tends to skip, focused on neglected diseases. Eric Kauderer-Abrams, its head of life sciences, framed the choice at a press briefing. "These are areas that are outside the scope of what the traditional pharma and biotech landscape might consider attractive targets, but nonetheless have real burden associated with them," Kauderer-Abrams said. The plan gives Anthropic firsthand experience in drug work as it courts the same pharma companies as customers. How to Get In Claude Science is in beta on macOS and Linux for Pro, Max, Team, and Enterprise plans. Team and Enterprise admins have to switch it on first. Anthropic is offering discounted Team seats for active labs at universities and nonprofit research groups. The company will back up to 50 research projects with as much as $30,000 in credits each, and Modal will add up to $2,000 in compute for selected work. Anthropic wants projects that cross fields and test the edges of science, with an early lean toward biology and biomedical research. Applications stay open through July 15, 2026. Awards go out by July 31, and the projects run from September 1 to December 1, 2026.
SpaceX Stock Is Back Near Its IPO Price After a 24% Drop. Here's How to Decide Whether to Buy, Hold, or Sell
Space Exploration Technologies (NASDAQ: SPCX) made its public debut this month, and demand was so intense that the stock quickly shot up to $225 per share from its original $135 initial public offering (IPO) price. The hype has since died down, and SpaceX is currently trading near $150 as of this writing. So how do investors decide whether to buy, hold, or sell in light of this pullback? First, we must consider the price dip itself and whether it is truly an opportunity, a warning, or just short-term noise to ignore. There really isn't much analyst consensus on SpaceX. Price targets range from an absurdly high $310 to $62 per share, so different conclusions can be reached from the outset. Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue " Only time will tell who has the correct take on Elon Musk's multi-trillion-dollar business. However, this dip is likely driven by a combination of fears and concerns about SpaceX's debt load, inflated valuation, and ability to grow revenue to justify that sky-high valuation. SpaceX announced it would issue $25 billion in bonds this week, following its record-breaking $85 billion IPO raise. The additional debt has some investors concerned. Lastly, insider lockups will expire in the coming months, which could trigger a selling spree that pushes the stock lower. With all that said, this dip is generally reactionary and not necessarily tied to SpaceX's financials. The company hasn't even released its first quarterly earnings report. Should you buy? While SpaceX's price is still inflated, there's a bull case to consider: the businesses it owns and their growth trajectory. The subsidiary Starlink, a satellite Internet network, is globally scalable and already generates recurring revenue. SpaceX also owns xAI, which lags competitors, but could catch up over time and eventually become profitable. SpaceX, of course, currently dominates the medium-lift reusable rocket market. There's a lot of potential revenue in a diversified portfolio. Success stories like Amazon, which is both an e-commerce platform and a leading cloud provider, show what is possible with successful execution and a long enough time horizon. Should you hold? If you already hold SpaceX shares, the stock will be volatile for the foreseeable future, and trying to time the market isn't a winning strategy in the long run. It's going to take years for revenue to catch up with valuation. Right now, SpaceX trades at more than 100 times its sales. Holding the stock will require the stomach to handle price swings.
U.S. lifting export control restrictions on Anthropic's Mythos, Fable
The company and the Commerce Department say they have reached an agreement that will see the AI models released publicly with new guardrails and classifiers. Anthropic has announced its Fable 5 and Mythos 5 models will once again be available to the public as it has reached an agreement with the Commerce Department to deploy the AI models with new guardrails and classifiers meant to address jailbreaks. In a blog posted Tuesday, Anthropic said that export controls that prevented their sale to foreign companies and individuals have been lifted after weeks of negotiation with the White House and Commerce Department. The company has also restored access to the model for U.S. users. The export controls were put in place after the Trump administration became alarmed by a threat intelligence report from Amazon claiming to have jailbroken Fable's cybersecurity capabilities. On X, Secretary of Commerce Howard Lutnick appeared to confirm that the restrictions would be lifted. "Over the past two weeks, we have worked closely with Anthropic to analyze and approve Fable 5 to ensure alignment across the US Government and strengthen America's leadership in AI," Lutnick wrote. The administration levied the export controls after becoming concerned that the release of Fable 5 would lead to the model being jailbroken, giving users access to cybersecurity and other capabilities that Anthropic has said could wreak havoc on the open internet if placed in the wrong hands. The Amazon report convinced administration officials that such jailbreaks were on the immediate horizon. However, one oddity of the administration's decision is that the capabilities described in the Amazon report, by all accounts, are not cutting-edge. Scanning code and breaking down how to exploit vulnerabilities for a user is already possible with existing models. Anthropic confirmed that, saying that further testing found that equivalent and lesser models like ChatGPT 5.5, Claude Opus 4.8 and Kimi K2.7 could identify the same vulnerabilities as Fable did in the Amazon report, while a half dozen existing models were able to produce the same proof of concept code as Fable. Crucially, Anthropic reiterated that they have yet to see a jailbreak that affects the model's restrictions on cybersecurity and biology work, though they did call this instance "a borderline case." Indeed, some cybersecurity professionals have publicly complained that existing safety guardrails on Fable 5 blocked many routine defensive cybersecurity work in addition to malicious use cases. "Importantly, the reported technique did not expose any unique Mythos-level cyber capabilities," the blog continued. "The behavior reflected a borderline case for Fable 5's safeguards...there are some tasks that are unlikely to be dangerous but are nonetheless blocked by the safeguards out of an abundance of caution. The reported technique allowed access to one such behavior, but it only involved routine defensive cybersecurity work." Anthropic said it has trained new safety classifiers to target and block the behaviors described in the Amazon report and notify users when it happens, and that the new safeguards have been stress tested by the federal Center for AI Standards and Innovation. The new classifiers will block the techniques "99.9%" of the time, but Anthropic said they're not expected to block all lower risk routine cyberdefense capabilities, just the most harmful ones. The restrictions will likely make it even harder to use Fable 5 for defensive cybersecurity. One effect the company expects is that more "benign" requests for routine coding and debugging tasks will be flagged by the system.
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What Investors Should Know About Anthropic's Public Listing Prospects?
ARTIFICIAL intelligence has become one of the most closely watched sectors in global markets, and few companies have attracted as much attention as Anthropic. As discussions around a potential Anthropic IPO continue to gain momentum, investors are increasingly trying to understand what a future public listing could mean, how the company is positioned within the AI industry, and what factors may influence its long-term investment outlook. Founded in 2021 by former OpenAI researchers, Anthropic has emerged as one of the leading developers of advanced AI systems. Its flagship Claude family of models has gained significant traction among enterprises, developers, and organizations seeking AI solutions focused on safety, reliability, and practical business applications. With AI adoption accelerating worldwide, Anthropic has become one of the most valuable private technology companies. Understanding Anthropic's Growth Story The company was established with a focus on developing AI systems that are both powerful and aligned with human values. While many AI companies compete primarily on model performance, Anthropic has consistently emphasized AI safety, interpretability, and responsible deployment. This approach has helped the company attract major strategic investors, including Amazon and Google, while also building strong relationships with enterprise customers across various industries. The broader AI market has expanded dramatically over the past few years as businesses increasingly integrate artificial intelligence into: ● Software development ● Customer service operations ● Data analysis ● Content generation ● Research workflows ● Enterprise automation This growing demand has created significant opportunities for leading AI providers. Why Investors Are Watching Anthropic Closely Several factors explain why investors are paying close attention to Anthropic's public listing prospects. 1. Strong Revenue Growth Organizations are investing heavily in AI tools that improve productivity, automate workflows, and enhance decision-making processes. Anthropic has benefited from this trend through increasing demand for its Claude platform and related AI services. Recent reports indicate that the company has experienced substantial revenue growth as enterprise customers expand their AI usage. This commercial traction is one of the key reasons investors view Anthropic as a potential leader in the public markets. 2. Strategic Partnerships Unlike many startups, Anthropic has secured support from some of the world's largest technology companies. Amazon has invested billions into Anthropic while integrating Claude into its cloud ecosystem. Google has also maintained a significant strategic relationship with the company. These partnerships provide access to computing infrastructure, technical resources, and large enterprise networks. 3. Leadership Position in Enterprise AI The AI market is highly competitive, but enterprise adoption is becoming an important differentiator. Many organizations prioritize reliability, security, compliance, and scalability when selecting AI solutions. Anthropic's focus on enterprise-grade applications has helped strengthen its position within this growing segment. Has Anthropic Announced an IPO? One of the most important facts for investors is that Anthropic has not yet completed a public offering. Reports throughout 2025 and 2026 suggested the company was preparing for a potential listing. Various sources have indicated that Anthropic hired legal advisors and explored IPO preparations, although company representatives previously stated that no final decision had been made regarding timing. More recently, reports indicate that Anthropic confidentially filed paperwork related to a potential public offering, a common step before an IPO. However, filing documents does not guarantee an immediate listing, and market conditions often influence final decisions. Investors should recognize that IPO timelines can change based on: ● Market volatility ● Interest rate environments ● Regulatory considerations ● Company performance ● Competitive developments Valuation Expectations Private funding rounds have reportedly placed the company's valuation at hundreds of billions of dollars, with some recent estimates approaching or even exceeding the trillion-dollar range. These figures reflect strong investor confidence in both Anthropic's technology and the broader AI market opportunity. However, public markets often evaluate companies differently from private investors. When a company transitions from private ownership to public markets, investors gain access to detailed financial disclosures, including: ● Revenue growth ● Profitability metrics ● Operating expenses ● Cash flow data ● Capital expenditure requirements These factors ultimately shape market valuation after listing. Key Risks Investors Should Consider While enthusiasm around AI remains strong, investors should also evaluate potential risks. 1. Intense Competition Anthropic operates within one of the most competitive technology sectors. Major competitors include: ● OpenAI ● Google DeepMind ● Meta ● Microsoft-backed AI initiatives ● Emerging AI startups Rapid technological advancements mean competitive advantages can shift quickly. 2. Infrastructure Costs Developing and operating advanced AI models requires enormous computing resources. Companies must continually invest in: ● Data centers ● Specialized AI chips ● Cloud infrastructure ● Research teams Managing these costs while maintaining growth remains an important challenge across the AI industry. 3. Regulatory Developments Future rules related to data privacy, transparency, model deployment, and AI governance could influence how companies operate and scale internationally. What Makes Anthropic Different? Midway through discussions about a potential Anthropic IPO, many analysts point to the company's unique emphasis on AI safety and responsible development. Anthropic's Constitutional AI framework seeks to guide AI behavior through structured principles rather than relying solely on human feedback. This approach has become a distinguishing characteristic within the industry. As organizations increasingly evaluate AI risks alongside performance, safety-focused development may become a meaningful competitive advantage. What Could Drive Future Growth? Several factors may support Anthropic's long-term expansion. 1. Enterprise AI Adoption Businesses continue to invest heavily in AI-powered productivity solutions. As organizations seek operational efficiency and automation, enterprise demand for advanced AI services could remain strong. 2. Expansion of AI Applications Artificial intelligence is moving beyond chatbots into areas such as: ● Software engineering ● Research assistance ● Business analytics ● Healthcare support ● Financial services ● Scientific discovery These emerging use cases create additional growth opportunities. 3. Global AI Investment Investors, corporations, and governments continue to allocate significant resources toward AI infrastructure and innovation. This broader investment environment supports ongoing industry expansion. Conclusion Anthropic has rapidly established itself as one of the most influential companies in the artificial intelligence sector. Strong enterprise adoption, strategic partnerships, significant funding support, and continued technological advancement have positioned the company as a leading candidate for a major public market debut. While uncertainty remains regarding timing, valuation, and market conditions, discussions surrounding a future Anthropic IPO are likely to remain a focal point for investors seeking exposure to the evolving AI economy. As with any potential public offering, careful evaluation of financial disclosures, competitive dynamics, growth prospects, and long-term business fundamentals will remain essential before making investment decisions.
SpaceX initiated, Salesforce upgraded: Wall Street's top analyst calls
The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by The Fly. Top 5 Upgrades: * Guggenheim upgraded Salesforce (CRM) to Buy from Neutral with a $228 price target, arguing that the fatal AI bear case on software is a "hallucination." * Citi upgraded Lockheed Martin (LMT) to Buy from Neutral with a price target of $582, up from $571. The firm says the company's "cheap" valuation, improving fundamentals, and exposure to "fast growing themes" through its Missiles and Fire Control segment create an attractive risk/reward at current share levels. * Guggenheim upgraded Check Point (CHKP) to Buy from Neutral with an $188 price target. Check Point shares are trading significantly below the intrinsic value of its recurring revenue if it was run "hyper efficiently," and Check Point is taking the necessary steps to achieve its aspiration of double-digit top line growth, the firm tells investors in a research note. * Jefferies upgraded Murphy USA (MUSA) to Buy from Hold with a price target of $625, up from $550. The firm says improving fuel margins and stronger execution drive a "materially higher" EBITDA outlook for Murphy. * Wolfe Research upgraded Fox Corp. (FOXA) to Outperform from Peer Perform with a $71 price target. The firm believes that Fox's merger with Roku (ROKU) shifts the debate about the resilience of Fox News and Fox Sports to a "more dynamic multi-channel growth story," and feels that while the price paid for Roku will dilute Fox's near-term multiple, Fox's "strong fundamentals, faster growth, and robust cash flow look incorrectly priced."