News & Updates
The latest news and updates from companies in the WLTH portfolio.
Tech stocks today: Apple stock falls as Wall Street sizes up new CEO John Ternus, Anthropic makes progress on Pentagon deal
Apple (AAPL) stock fell 2.7% on Tuesday following Tim Cook's surprise announcement that he will be stepping down as Apple CEO in September. Cook will be replaced by senior vice president of hardware engineering, John Ternus, but will remain at the company as executive chairman. More broadly, tech stocks wavered on Tuesday amid concerns about the stability of the ceasefire in the war in Iran. Some slight gains followed a resurgence in the artificial intelligence trade, which helped push major indexes to all-time highs last week. Marvell (MRVL) stock jumped another 2% on Tuesday after The Information reported that the company is partnering with Alphabet (GOOG, GOOGL) to develop a new tensor processing unit (TPU) and AI memory chip to take on Nvidia's (NVDA) GPUs. Tesla (TSLA), meanwhile, will report its first quarter earnings after the bell on Wednesday. Investors are likely to focus on the company's ongoing Robotaxi effort and its capital expenditures. Tesla's stock fell again to start the week after it ended an eight-week losing streak last week following optimism on the AI chip front.
Anthropic's latest AI model sparking global fears of new era of cyber attacks
(Bloomberg) -- Anthropic's Mythos model should be shared with affected organizations to ensure a level playing field in assessing its uses and dangers, according to Bundesbank President Joachim Nagel. The artificial intelligence platform, whose advances pose cyber threats to the global economy, shouldn't be held only for a select club of big US corporations, suggested Nagel, who's also a member of the European Central Bank's Governing Council. "We must prevent the misuse of this technology," he told a conference in Rome on Tuesday. "At the same time, all relevant institutions should have access to such technology to avoid competitive distortions." ARTICLE CONTINUES BELOW Anthropic's Mythos model has sparked global fears of a new era of cyber attacks, also threatening the stability of the financial system worldwide. Such worries featured prominently at last week's IMF spring meetings in Washington. Regulators, central bankers and corporate executives are seeking to gain more insight on Mythos, which hasn't been widely released. There are concerns that financial systems outside the US - including Europe - are at a disadvantage because they have limited access. "This AI model seems to be a double-edged sword," Nagel said. "It could be used not only to improve digital security systems, but also to leverage their vulnerabilities for malicious purposes." His speech focused on the overall implications of AI on economic growth and price stability. Nagel suggested that it is hard to draw firm conclusions at present. "The potential effects of AI on inflation are still uncertain," he said. While the technology may raise productivity, it could also increase wage pressures and add to electricity prices, he said. "Even in the shorter run, a disinflationary effect may not materialize if demand rises in anticipation of future productivity increases," Nagel said, adding that AI algorithms could consistently charge excessive prices. ARTICLE CONTINUES BELOW ARTICLE CONTINUES BELOW His comments are more cautious than those of the nominee for the Federal Reserve chair, Kevin Warsh, who has argued that technology advances -- including the rise of AI -- would fuel growth without heating up prices. In Tuesday's speech, Nagel chose not to look at the effects of AI on the labor market, which has been a particular focus of his colleagues amid concerns over an uneven distribution of the benefits and massive job cuts. ECB officials including President Christine Lagarde have highlighted the huge potential of AI, but also urged attention to its possible employment. However, recent ECB research found that the technology is so far having no negative impact on euro-zone jobs. He's previously said that AI won't necessarily lead to staff cuts in Europe and may benefit companies in the region.
Mozilla Used Anthropic's Mythos to Find and Fix 271 Bugs in Firefox - IT Security News
The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user. The technical storage or access that is used exclusively for statistical purposes. The technical storage or access that is used exclusively for anonymous statistical purposes. Without a subpoena, voluntary compliance on the part of your Internet Service Provider, or additional records from a third party, information stored or retrieved for this purpose alone cannot usually be used to identify you.
'Something sinister could be happening': FBI looks into dead or missing nuclear and space defense scientists tied to NASA, Blue Origin, and SpaceX | Fortune
Almost a dozen scientists related to nuclear and space defense programs tied to NASA, SpaceX and Blue Origin are dead or missing in cases that span as far back as 2022, and they've gone largely unnoticed by authorities and the public -- until now. The House Oversight Committee formally demanded answers from four federal agencies Monday on the deaths and disappearances of at least 11 American scientists and researchers with ties to NASA, nuclear research, and classified defense programs -- several of them directly connected to the space defense technologies now being commercialized by SpaceX and Blue Origin. Committee Chairman James Comer (R-KY) and Rep. Eric Burlison (R-MO), the chair of the Subcommittee on Economic Growth, Energy Policy, and Regulatory Affairs, sent letters to FBI Director Kash Patel, Secretary of Energy Chris Wright, Secretary of Defense Pete Hegseth, and NASA Administrator Jared Isaacman, requesting staff-level briefings no later than April 27. "If the reports are accurate, these deaths and disappearances may represent a grave threat to U.S. national security and to U.S. personnel with access to scientific secrets," the letters read. Later on Monday, Comer said the string of deaths was unlikely to be a coincidence."Once you see the facts, it would suggest that something sinister could be happening and it would be a national security concern," Comer said, adding he and Burlinson were looking to "see if we can put it together and find any missing links to try to solve what's going on here. Because it's very unlikely that this is a coincidence. Congress is very concerned about this. Our committee is making this one of our priorities now because we view this as a national security threat." The White House formally acknowledged the pattern on April 15, when Press Secretary Karoline Leavitt was asked directly about it at a briefing. "If true, of course, that's definitely something I think this government and administration would deem worth looking into," she responded. Later that day, President Trump told reporters, "I don't know. Hopefully, coincidence, whatever you want to call it. But some of them were very important people," adding he would have answers within "the next week and a half." "I just left a meeting on that subject, so pretty serious stuff." In a post on X two days later, Leavitt confirmed the administration "is actively working with all relevant agencies and the FBI to holistically review all of the cases together and identify any potential commonalities that may exist," adding "no stone will be unturned." On Sunday, FBI Director Kash Patel confirmed the bureau is formally investigating."We're going to look for connections," he told Fox News, "on whether there are connections to classified access, access to classified information, and or foreign actors." "If there's any connections that lead to nefarious conduct or conspiracy, this FBI will make the appropriate arrest." "The FBI is spearheading the effort to look for connections into the missing and deceased scientists. We are working with the Department of Energy, Department of War, and with our state and state and local law enforcement partners to find answers," the bureau told Fortune in a statement. When asked for comment, NASA directed Fortune to its first official statement on the matter in an X post. "NASA is coordinating and cooperating with the relevant agencies in relation to the missing scientists. At this time, nothing related to NASA indicates a national security threat. The agency is committed to transparency and will provide more information as able." The committee's letters focus on NASA and nuclear research connections, but the broader context is the commercial space-defense industry that these scientists helped build. The planetary defense and nuclear research fields are notably insular: there are only a couple of hundred scientists who specialize in asteroid characterization, deflection modeling, and space-based detection. Blue Origin unveiled its NEO Hunter planetary defense concept in March 2026, developed in partnership with California's Jet Propulsion Laboratory (JPL) and Caltech and built on its Blue Ring spacecraft platform. The ion-beam deflection and kinetic impact capabilities it proposes share core technology with missile-defense detection and interception systems. Both companies have received substantial federal contracts under the Trump administration. Space Force awarded SpaceX nearly $6 billion and Blue Origin approximately $2.3 billion in national security launch contracts in April 2025. SpaceX is separately under contract for the Golden Dome missile defense satellite constellation; Blue Origin has been added to the $151 billion SHIELD contract through the Missile Defense Agency and hired its first-ever President of National Security in December 2025. NASA Administrator Isaacman, one of the four letter recipients, has championed the expansion of the privatization of missions previously managed by government agencies. Neither SpaceX nor Blue Origin responded to Fortune's requests for comment. The letters flag a close professional tie between two of the missing: Aerojet Rocketdyne and JPL engineer Monica Reza and retired Air Force Maj. Gen. William Neil McCasland, both of whom vanished in 2025 and 2026, respectively. The letters note that the two worked together on "an Air Force-funded research program in the early 2000s pertaining to advanced materials needed for reusable space vehicles and weapons," which Comer and Burlison say has not been explained. The cases date back to 2022 and span JPL, Los Alamos National Laboratory, MIT, Caltech, and the Kansas City National Security Campus. Reza, 60, was director of JPL's Materials Processing Group and had patented a nickel super-alloy used in both space travel and weaponry when she vanished during a hike on Angeles Crest Highway in June 2025 and was never found. She patented nickel super-alloy for rocket manufacturing, research that went into reusable rocket programs like New Glenn and Starship. McCasland, 68, disappeared from his Albuquerque home on Feb. 27 of this year, leaving on foot with only a .38 caliber revolver. JPL principal scientist Frank Maiwald, 61, died on July 4, 2024, with no cause of death released and no statement from NASA. Government contractor Steven Garcia, who oversaw nuclear weapons assets at the Kansas City National Security Campus, disappeared from Albuquerque in August 2025, last seen on surveillance footage leaving on foot with a handgun. Michael Hicks, who worked at JPL from 1998 to 2022, passed away in July 2023 at age 59. He worked on asteroid characterization research which was used in NASA's Double Asteroid Redirection Test (DART) mission, and was the same methodology that Blue Origin's NEO Hunter was modeled on and SpaceX's Falcon 9 originally launched in 2021. Caltech astrophysicist Carl Grillmair was found shot dead on his front porch in rural Llano, Cal. earlier this year. The 67-year-old worked on NEOWISE and NEO Surveyor telescopes that are the detection backbone used by NEO Hunter. SpaceX is contracted to carry NEO Surveyor to orbit on a Falcon 9 in 2027. Two Los Alamos National Laboratory employees, Anthony Chavez and Melissa Casias, vanished weeks apart in 2025 under nearly identical circumstances, each leaving behind their car, keys, wallet, and phone. Jason Thomas, an assistant director at Novartis with active DOD contracts, disappeared in Dec. 2025 and was found dead in a Massachusetts lake three months later. A former colleague of one of the deceased spoke to Newsweek, describing the concentration of deaths and disappearances within such a small, specialized field as defying ordinary probability. Dr. Joe Masiero, a lead scientist at the California Institute of Technology, told the publication: "It's really unfortunate to see a tragedy played out over and over again." Former FBI official Chris Swecker recently speculated to the Daily Mail that the pattern is consistent with how "several foreign powers" operate, by "abducting, blackmailing, torturing and even killing" scientists to gain intel.
Investors are valuing Polymarket at a discount to archrival Kalshi -- and its crypto ties could be one reason why | Fortune
The nearly one-third valuation discount for Polymarket could be explained by Kalshi's stronger foothold in the U.S., where it currently holds roughly 90% market share, or by its stronger revenue figures, since Polymarket just recently started charging trading fees. But the reason for investors' discounting of Polymarket could lie with a more idiosyncratic factor -- the cryptocurrency token the company plans to launch, which makes it more difficult to gauge the stickiness of Polymarket's current trading volume. The recent divergence in how investors value Polymarket and Kalshi is noteworthy given that the two companies' valuations have moved in lockstep for the past year. Polymarket and Kalshi offer nearly the same product, and if prediction markets turn into a winner-take-most sector, then the horse race between the two startups could have major stakes for investors. One key difference between the firms, though, is that Polymarket's non-U.S. arm is built on blockchain rails, and the project has deep roots in the crypto space: Its 2020 seed round was backed by crypto venture capital firms Polychain, ParaFi, and 1confirmation. This is in contrast to Kalshi, which runs on traditional financial rails and is generally less ingrained in the crypto world. What's a token worth? Polymarket has teased the idea of releasing a crypto token for years. The company's chief marketing officer said in an October 2025 podcast appearance that "there will be a token, there will be an airdrop," referring to a practice where crypto projects will distribute free tokens to power users in a bid to drive activity and reward loyal fans. Since crypto platforms often dole out token airdrops based on user activity, it's common for customers to employ stunts to overstate their engagement on the platform, a practice known as "airdrop farming." In some cases, that can include so-called "wash trading" where users trade with themselves. "Polymarket's volume is being read as pure product demand. Airdrop farming is why that read is misleading," Eric Chen, co-founder of the blockchain Injective, told Fortune. "Polymarket has real demand, and the honest question is what share of the reported number actually represents it." Polymarket has surpassed $2 billion in weekly trading volume for eight consecutive weeks, according to data from Artemis, approaching but typically lagging just behind Kalshi's weekly volume. Polymarket did not return a request for comment. For some industry watchers, it will be difficult to separate Polymarket's organic usage from users jockeying for an airdrop until after it releases its token. "None of this takes away from the platform's innovation or long term potential, but it does mean that volume and user growth should be viewed with context," Digital Wealth Partners CEO Max Kahn said. "The key question over time will be whether engagement remains strong once incentives fade, as that's a better indicator of durable usage and product market fit." Still, speculative activity surrounding a crypto token does not necessarily lead to a fall-off in user activity. Hyperliquid was once popular among airdrop farmers, but the crypto derivatives platform has only grown more popular in the time since its HYPE token debuted. Meanwhile, the launch of a Polymarket token could provide a financial windfall and boost the company's valuation in the longer term. "Looking back at HYPE, they were very [successful] and continued to be so afterwards," Nansen research analyst Nicolai Sondergaard said. "So even if a lot of volume is happening due to airdrop farming, it is not cause for concern if the underlying 'product' is good enough and will keep people around."
Kalshi And Polymarket Enter The Crypto Race To Launch Perpetual Futures
Two of the largest prediction market platforms in the United States are set to enter the crypto derivatives space within days of each other, marking a shift in how these platforms compete for traders. Kalshi, the CFTC-regulated prediction market valued at $11 billion, will launch cryptocurrency perpetual futures on April 27 in New York City. The company teased the product under the codename "Timeless" -- a name that maps onto the contract's core feature: no expiration date . CEO Tarek Mansour revealed the launch date through a cryptic LinkedIn video featuring a rotating torus shape. Bitcoin and several other cryptocurrencies are expected at launch, with U.S. dollars as the...
Anthropic seeks pivotal court win in music publisher lawsuit over AI training
April 21 (Reuters) - Artificial intelligence company Anthropic has asked a California federal court to rule in its favor in a copyright lawsuit brought by music publishers Universal Music Group (UMG.AS), opens new tab, Concord and ABKCO, arguing it made "fair use" of their song lyrics to train its AI-powered chatbot Claude. Anthropic'sMonday filing, opens new tabaddresses the key question for a wave of high-stakes copyright cases brought by creators against tech companies: is it legally permissible to copy millions of copyrighted works without permission to train AI models? Anthropic argued on Monday that its AI training made "transformative" use of lyrics to "help Claude understand human language and enable progress and productivity in science, business and education." Spokespeople for the publishers did not immediately respond to requests for comment on the filing on Tuesday. The publishers told the court last month that Anthropic's AI training was not fair use because Claude generates derivatives of their lyrics that "compete with and dilute the market" for them. An Anthropic spokesperson declined to comment on the filing. The music publishers sued Anthropic in 2023, alleging that it infringed their copyrights in lyrics from hundreds of songs by musicians including Beyonce, the Rolling Stones and the Beach Boys. The lawsuit is one of dozens of disputes between copyright owners such as authors and news outlets, and tech giants including OpenAI, Microsoft and Meta Platforms over the training of their AI systems. Amazon- and Google-backed Anthropic was the first major AI company to settle one of the cases, agreeing last year to pay a group of authors $1.5 billion to resolve a class-action lawsuit. All of the pending cases will likely revolve around whether AI systems make fair use of copyrighted material by using it to create new, transformative content. The first two judges to consider the issue issued diverging rulings last year. Anthropic said on Monday that Claude is "the kind of new idea that the Copyright Act not only allows, but encourages." "Allowing copyright holders to veto such a transformative technology would ignore the Supreme Court's mandate that the primary objective of copyright is not to reward the author, but to serve the public," Anthropic said. Anthropic asked U.S. District Judge Eumi Lee for summary judgment, a ruling that the company is entitled to win the case based on fair use without a jury trial. The case is Concord Music Group Inc v. Anthropic PBC, U.S. District Court for the Northern District of California, No. 5:24-cv-03811. For the music publishers: Matt Oppenheim of Oppenheim + Zebrak For Anthropic: Sonal Mehta of Wilmer Cutler Pickering Hale & Dorr Music publishers sue AI company Anthropic over song lyrics Music publishers fend off Anthropic's bid to dismiss some AI copyright claims US music publishers suing Anthropic make their case against AI 'fair use' Reporting by Blake Brittain in Washington Our Standards: The Thomson Reuters Trust Principles., opens new tab * Suggested Topics: * Litigation * Intellectual Property Blake Brittain Thomson Reuters Blake Brittain reports on intellectual property law, including patents, trademarks, copyrights and trade secrets, for Reuters Legal. He has previously written for Bloomberg Law and Thomson Reuters Practical Law and practiced as an attorney.
Sam Altman Throws Shade At Anthropic's Cyber Model, Mythos: 'fear-based Marketing'
Sam Altman throws shade at Anthropic's cyber model, Mythos: 'fear-based marketing' - 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. OpenAI and Anthropic proceed to return swipes astatine each other. This week, during a podcast appearance, OpenAI CEO Sam Altman called retired his competitor's caller cybersecurity model, noting that the institution was utilizing fearfulness to make its merchandise sound much awesome than it really is. Anthropic announced Mythos earlier this month, releasing the exemplary to a mini cohort of endeavor customers. The institution has claimed that Mythos is excessively powerful to beryllium released to the nationalist retired of interest that cybercriminals will weaponize it. Critics person said this rhetoric is overblown. During an appearance connected the podcast "Core Memory," Altman implied that Anthropic's "fear-based marketing" was a bully measurement to support AI successful the hands of a mini and exclusive elite. "There are group successful the world who, for a agelong time, person wanted to support AI successful the hands of a smaller group of people," he said. "You could warrant that successful a batch of different ways." "It is intelligibly unthinkable trading to say, 'We person built a bomb, we are about to driblet it connected your head. We will waste you a explosive shelter for $100 million,'" he added. Fear-based trading was not invented by Anthropic. Arguably, overmuch of the AI manufacture has leveraged scare tactics and hyperbole to make its devices sound powerful. Ongoing rhetoric about really AI whitethorn lead to the extremity of the world hasn't conscionable travel from luddite doomer activists; it has besides travel from the group trading this exertion to the public -- Altman included.
Polymarket Launches Perpetual Futures Ahead of Kalshi Crypto
Both platforms are racing to dominate the derivatives prediction space. Polymarket announced perpetual futures trading on April 21, letting users go long or short on prediction markets around the clock. The announcement arrived just hours after reports surfaced that rival Kalshi plans to launch its own perpetual product, codenamed "Timeless," on April 27. Prediction Market Perps Race Heats Up Polymarket's new perps feature will allow traders to take leveraged positions on prediction market outcomes without waiting for a contract to expire. The platform framed the product as a way to "go long or short the markets you know 24/7," according to its official announcement. The timing appears strategic. Kalshi CEO Tarek Mansour teased "Timeless" on April 13 with a cryptic video revealing an April 27 launch date in New York. Kalshi's product will also include crypto perpetual futures, putting it in direct competition with exchanges like Coinbase and Robinhood. Both platforms have grown aggressively in recent months. Prediction market transactions surpassed 192 million in March 2026, an all-time record. Kalshi, now valued at $11 billion, processes over $100 billion in annualized trading volume. Polymarket, valued at $9 billion, has seen weekly notional volume consistently exceed $1 billion through Q1 2026. The rivalry between the two platforms mirrors a broader shift. Prediction markets increasingly resemble TradFi products, and perpetual contracts could accelerate that trend by attracting institutional-style trading flow. Whether Polymarket's head start translates into a lasting advantage may depend on how quickly both platforms can build liquidity for their new offerings.
Marvell Technology, Astera Labs to Benefit From Stronger Long-Term Demand Linked to Amazon-Anthropic Deal, RBC Says
Astera Labs, Inc. provides semiconductor-based connectivity solutions for cloud and artificial intelligence (AI) infrastructure. The Company has developed and deployed its Intelligent Connectivity Platform built from the ground up for cloud and AI infrastructure. Its Intelligent Connectivity Platform comprises semiconductor-based, high-speed, mixed-signal connectivity products that integrate a matrix of microcontrollers and sensors, and COSMOS, its software suite, which is embedded in its connectivity products and integrated into its customers’ systems. Its patented software-defined Intelligent Connectivity Platform delivers critical connectivity performance, enables flexibility and customization, and supports observability and predictive analytics. Its products include Aries PCIe/CXL Smart DSP Retimers, Taurus Ethernet Smart Cable Modules and Leo CXL Memory Connectivity Controllers. It also provides its connectivity products in various form factors, including ICs, boards, and modules.
Anthropic's Mythos AI System Might Actually Create More Cybersecurity Vulnerabilities - BGR
Anthropic, the company behind the popular AI assistant Claude, is now testing an unreleased version of its frontier AI model: Claude Mythos Preview. It's currently only available to select tech firms, but findings have shown that it has the potential to create numerous cybersecurity vulnerabilities when it is released to the world. According to Anthropic, "Mythos Preview has already found thousands of high-severity vulnerabilities, including some in every major operating system and web browser." This is unsettling news in the wake of a recent Google report discussing AI as a hacker super weapon. However, Anthropic's Mythos AI won't see the light of day until the company is more confident that the world is ready for the cybersecurity risks it might present. As part of an initiative called Project Glasswing, Anthropic is partnering with many of the most influential tech companies "in an effort to secure the world's most critical software." Participants in Project Glasswing include Apple, Amazon Web Services, Google, Microsoft, and other well-known names. Mythos is proving to be so good at coding that it can easily identify undiscovered zero-day vulnerabilities in codebases that were thought to be secure. Anthropic's partners in Project Glasswing are currently using Mythos Preview for defensive purposes, while experts continue their research and share their knowledge across the industry. Even so, there is a very real possibility that cybercriminals will soon be using Claude Mythos and similarly powerful models to attempt unprecedented feats of hacking in the near future.
SpaceX debt hits $23B, raising IPO delay concerns
SpaceX's debt has surged to $23 billion, raising concerns about its IPO plans. The odds for a SpaceX IPO by June 30 have dropped to , down from 76% just 24 hours ago. The debt news hit the June 30 market hardest, with odds falling 4 percentage points. That's a notable move given it takes $1,571 to shift this market by 5 points. The September 30 and December 31 markets remain stable at 92% YES, which suggests traders expect a delay rather than a cancellation. USDC trading volume is $5,559 for the June market, enough to show real interest but thin enough that a single large order could swing the odds. The largest recent move was a 2-point drop, suggesting traders are already pricing in the debt news. $23 billion in debt could delay IPO proceedings as investors reassess risk. The June 30 odds now reflect uncertainty over SpaceX's ability to stabilize its balance sheet or clear regulatory hurdles before that deadline. At 72¢, a YES share pays $1 if SpaceX IPOs by June 30, a potential return. That bet requires confidence in a rapid financial turnaround. Watch for SEC filings and any comments from Elon Musk on debt management. Either could quickly shift IPO expectations.
Draft IPO prospectus: SpaceX debt grew from $14B in 2024 to $23B in 2025, tied to a $4.5B lease deal with Valor Equity for AI equipment such as chips for xAI
Matt Slotnick / @matt_slotnick: "we've secured 5 gigawatts for Claude" sounds like a bad startup mad libs joke you'd tell in 2015 NEED MORE COMPUTE "...This encompasses current and future generations of Trainium (Amazon's custom silicon) and tens of millions of Graviton cores (Amazon's widely-adopted CPU chip) to provide superior price performance. Anthropic will secure up to 5 gigawatts (GW) of capacity to train and power their advanced AI models, including significant Trainium3 capacity expected to come online this year."
Trump's AI Thaw: From Pentagon Blacklist to Possible Anthropic Deal
President Donald Trump surprised observers Tuesday. A deal letting Anthropic's AI models run on Pentagon networks? "It's possible," he told CNBC's Squawk Box. Just weeks after blacklisting the company as a national security risk. Anthropic CEO Dario Amodei had met White House Chief of Staff Susie Wiles and Treasury Secretary Scott Bessent on April 18. Trump called the talks "very good." "They're shaping up," he said. "Very smart. They can be of great use." The turnaround caps a bruising fight. Back in July 2025, Anthropic inked a $200 million contract. Its Claude models would deploy on classified Defense Department networks -- the first frontier AI to do so. Negotiations soured by September. The Pentagon demanded unfettered access for "all lawful purposes." Anthropic held firm on two red lines: no mass domestic surveillance, no fully autonomous weapons. Deadline hit February 27, 2026, at 5:01 p.m. No deal. Trump fired off a Truth Social post: Federal agencies must "IMMEDIATELY CEASE" using Anthropic tech. Defense Secretary Pete Hegseth followed minutes later on X. Anthropic? A "supply chain risk to national security." No military contractor could touch it. "America's warfighters will never be held hostage by the ideological whims of Big Tech," Hegseth wrote, per CNN. OpenAI pounced. Hours later, CEO Sam Altman announced a Pentagon pact. Models for classified nets, with safeguards. Rival filled the void fast, as NPR reported. Anthropic? Revenue hit $30 billion annually anyway. But the blacklist stung. Military ties severed. IPO dreams clouded. Courts jumped in. U.S. District Judge Rita Lin ruled March 2026. The ban smacked of "classic illegal First Amendment retaliation." Preliminary injunction blocked enforcement across agencies, according to The Next Web. D.C. federal appeals court pushed back April 8. Upheld the risk label. Legal limbo. Mythos changes the equation. Anthropic's new model. Cybersecurity powerhouse. Spots vulnerabilities. CISA tests it. Intelligence community too. An administration source told Axios: "It would be grossly irresponsible for the US government to deprive itself of the technological leaps that the new model presents. It would be a gift to China." Trump echoed that. Meeting productive, per White House. Anthropic confirmed "shared priorities." But hurdles loom. Pentagon stance unchanged. No formal risk-label withdrawal. Office of Management and Budget drafts access protocols. Lobbying helps: Anthropic hired Ballard Partners. Wiles's old firm. Political savvy. And the stakes? Huge. AI arms race. China looms. U.S. needs edge. Anthropic's Claude powered Iran strikes via Palantir's Maven, Washington Post revealed. Blacklist locked out that capability. Mythos? Even sharper. Trump wants it back. "We want the smartest people," he said on CNBC, as CNBC covered. Industry watches. OpenAI entrenched. But Anthropic's safety stance won allies. Catholic theologians filed briefs. Moral tradition meets Big Tech. Revenue surges despite ban. Now, possible truce. Will it stick? Trump feigned ignorance at first. "Who?" on Amodei. "I had no idea." Classic. Yet talks advanced. Deal teases strategic pivot. Pentagon gets Mythos muscle. Anthropic regains access. China stays behind. Or not. Courts grind on. Hegseth silent. One thing clear. AI controls national security. Companies draw lines. Government pushes back. Hard. Trump's words signal thaw. Possible. Not done. Watch this space.
Mozilla Used Anthropic's Mythos to Find and Fix 151 Bugs in Firefox - IT Security News
The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user. The technical storage or access that is used exclusively for statistical purposes. The technical storage or access that is used exclusively for anonymous statistical purposes. Without a subpoena, voluntary compliance on the part of your Internet Service Provider, or additional records from a third party, information stored or retrieved for this purpose alone cannot usually be used to identify you.
Anthropic's Path to Redemption: Trump Signals AI Firm's Comeback Potential | Technology
Anthropic may see a reversal in its Pentagon blacklisting as President Trump acknowledges positive developments with the AI firm. After a productive meeting at the White House, the possibility of collaborations in areas like cybersecurity and AI safety emerges, despite past disputes over surveillance and autonomous weapons. Anthropic, an artificial intelligence firm, may be on the road to redemption as President Donald Trump signaled a potential turnaround in its blacklisted status at the Pentagon. Despite previous contentions over the use of its AI tools, the firm has found renewed hope after a constructive meeting last week with White House officials. The AI company's CEO, Dario Amodei, met with key government representatives to discuss common goals like enhancing cybersecurity and maintaining America's lead in the AI race. President Trump expressed optimism about future collaborations during a recent CNBC interview, suggesting upcoming agreements with the Pentagon focusing on shared priorities. The shift follows Anthropic's rollout of Mythos, their cutting-edge AI tool for cybersecurity applications, and Project Glasswing, which sees major tech companies invited to assess the model. Despite ongoing legal challenges, the potential for resolving disputes with Trump's administration remains on the horizon.
Marvell stands to gain from boosted Amazon-Anthropic partnership
Chipmaker Marvell Technology will be a beneficiary of the expanded partnership between Amazon and Anthropic announced on Monday, Street analysts are betting. Anthropic said Monday it will be spending more than $100 billion on Amazon Web Services technologies over the next decade, aiming to secure up to 5 gigawatts of new capacity to train and run Claude, its group of large language models. The capacity boost will involve Amazon's series of AI-dedicated Trainium chips, which the company builds along with inputs from Marvell. Marvell is a key supplier for a range of Amazon's cloud infrastructure, delivering optical processors, retimers and other hardware. "The company is [Amazon Web Service's] long-standing [application-specific integrated circuit] ASIC design partner on the Trainium program (Trainium 2) and is in the midst of ramping Trainium 3, with strong content-gain potential in Trainium 4," analysts for JPMorgan said in a Tuesday note. Analysts for RBC Capital Markets raised their price target for Marvell to $170 on Tuesday, up from $115. The stock was trading Tuesday in the range of $150 per share. MRVL YTD mountain Marvell shares year to date In addition to AI chips, Marvell supplies Amazon with ethernet switches, data processing units, and optical signal processors, all of which should be in greater demand from Anthropic's Claude commitment to Amazon. "We see room for near-term upside primarily from ... optical connectivity strength and believe that the AWS/Anthropic agreement will help sustain strong double-digit growth momentum into FY28 and beyond," RBC Capital Markets analysts wrote to clients, adding that "[Marvell's] opportunity with [Trainium 4] looks even more compelling given its optical scale-up." Analysts also see gains for data-center hardware maker Astera Labs as a result of the Anthropic-Amazon collaboration. RBC Capital Markets raised its price target for Astera Labs by 11% to $250 from $225 for an "implied all-in return" of 42%. "We believe the company is ramping Scorpio-X switches in [the second half of 2026] to support Amazon Trainium 3 XPU ramp," JPMorgan analysts said Tuesday. Astera Labs' Scorpio-X switch business was referenced in multiple notes. The company says its switches are built "to deliver the highest back-end bandwidth for AI scale-up (GPU-to-GPU communications)" and that their design "enhances data parallelism, reduces latency, and improves scalability for next-generation AI applications." Amazon said it's investing $5 billion in Anthropic on Monday, with an additional $20 billion coming the in the longer term. "Our collaboration with Amazon will allow us to continue advancing AI research while delivering Claude to our customers, including the more than 100,000 building on AWS," Dario Amodei, CEO and co-founder of Anthropic, said in a Monday release.
Bhojpur accident sparks chaos at sadar hospital after two die
Ara: Two men, who were on their way to shop for a wedding reception party, died in a road accident on Tuesday when a branch of a tree fell on their bike after a speeding truck collided with the tree.The accident occurred at Balua-Saraiya Mor under Krishnagarh police station area of Bhojpur district. The deceased were identified as Chandan Pandey (30), a resident of Brahmpur village of Buxar district and his relative Kishun Tiwari (47), a resident of Dihri village under Garhani police station of Bhojpur district.According to police, the Dial-112 team rushed both the injured to the Sadar Hospital Ara, but they succumbed to their injuries.Following the deaths, the relatives of the deceased created a ruckus at the sadar hospital, alleging laxity in treatment. They broke some fans and flower-pots and even allegedly tried to snatch the rifle of a security guard before the police personnel rushed from two police stations and intervened to soothe the frayed nerves.SHO, Ara Town police station, Devraj Rai, told reporters, "An investigation is going on to identify the trouble makers."However, doctors at the sadar hospital denied any laxity on their part and said the accident victims succumbed to their injuries before the treatment could begin.
This Single Investment Gives Investors Exposure to SpaceX and Anthropic
Alphabet's early investments in SpaceX and Anthropic have grown enormously in value. Several big-name companies are still privately held, meaning that retail investors can't put their money into them directly. The biggest, which is planning on going public in the near future, is SpaceX. Based on what we know about its initial public offering (IPO) plans, its market cap is estimated to be more than $1 trillion, so its early investors are poised to profit handsomely from their stakes. Another popular market segment is generative artificial intelligence (AI). Companies like OpenAI and Anthropic are generating a ton of buzz, but small investors can't invest in them, either. However, there's a way to gain some exposure to both SpaceX and Anthropic through a single investment right now. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue " Alphabet was a fairly early investor in both SpaceX and Anthropic. Although we won't be able to calculate the exact values of Alphabet's stakes in them until they IPO, it's estimated that Alphabet owns about 6% of SpaceX and about 14% of Anthropic. Depending on what valuation these companies go public at, the combined total could add up to several hundred billion dollars. That's much greater than the sums it paid for those stakes. These two are Alphabet's most profitable external investments, but Alphabet also owns Waymo, its self-driving cab service. While most investors focus on how Alphabet's business is valued, the reality is that they tend to forget about its significant side bets and how much money it could make if it liquidated those investments. Doing that would also open up the avenue to other investments, such as its own AI computing capacity. And given how much it's laying out on data centers, this could be a good time for the company to have a massive influx of cash. Alphabet is directly competing in the AI arms race with its own model, Gemini. It is also hosting workloads for several competitors via its cloud computing platform, Google Cloud. While this may seem like a conflict of interest, the reality is Alphabet is happy to make money however it can from the AI build-out. If it can ensure that it or one of its major clients is a major winner, the massive cloud infrastructure it's putting up will pay off. One of Google Cloud's big advantages is that it can offer access to the custom AI chips that Alphabet designed in partnership with Broadcom (NASDAQ: AVGO). Its Tensor Processing Units have become a viable alternative to GPUs from Nvidia (NASDAQ: NVDA), and offer a more cost-effective computing solution as long as the workloads are properly configured. This is driving substantial growth: Google Cloud's revenue rose 48% year over year during Q4. This will be a segment to watch, as accelerating revenue will indicate the broad health of AI spending. In its bid to continue growing, Alphabet is investing a ton in new data center computing capacity, which is far from cheap. However, the payoff on these investments could be massive, which is why Alphabet is choosing to spend so much. If it were to decide to sell its whole SpaceX and Anthropic stakes (which I doubt it would do), the cash it would free up would be enough to fund over a year's worth of build-outs. Time will tell what Alphabet decides to do with its investments, but I think it will likely sell some shares. Overall, Alphabet is still one of the best ways to invest in AI. It has a rock-solid base business, a booming cloud computing segment, and several other bets that can pay off even if some of its AI endeavors fail. It's a no-brainer pick in one of the more difficult sectors of the market, and I think it will continue to crush the market over the next decade as it moves into its role as an AI leader and facilitator. Before you buy stock in Alphabet, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now... and Alphabet wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $511,411!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,238,736!* Now, it's worth noting Stock Advisor's total average return is 986% -- a market-crushing outperformance compared to 199% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors. Keithen Drury has positions in Alphabet, Broadcom, and Nvidia. The Motley Fool has positions in and recommends Alphabet, Broadcom, and Nvidia. The Motley Fool has a disclosure policy.
How much of SpaceX will Elon Musk own after IPO will surprise you
SpaceX's IPO filing confirms Musk will maintain his voting power to make key decisions for the company. Elon Musk will retain dominant voting control of SpaceX after it goes public, according to the company's IPO prospectus that was filed with the SEC. The filing reveals a dual-class equity structure giving Class B shareholders 10 votes each, concentrating power with Musk and a handful of other insiders, while Class A shares sold to public investors carry one vote. Musk holds approximately 42% of SpaceX's equity and controls roughly 79% of its votes through super-voting shares. He will simultaneously serve as CEO, CTO, and chairman of the nine-member board after the listing. Beyond that, the filing includes provisions that may limit shareholders' influence over board elections and legal actions, forcing disputes into arbitration and restricting where they can be brought. The case for Musk holding this level of control is grounded in SpaceX's actual history. The company's most important bets, from reusable rockets to a global satellite internet constellation, were decisions that ran against conventional aerospace thinking and would likely have faced resistance from a board accountable to investor gains. Fully reusable rockets were considered economically irrational by established industry players for years. Starlink, which now generates over $4 billion in annual operating profit, was widely dismissed as financially unviable when it was proposed. The argument for concentrated founder control seems straightforward, and the decisions that built SpaceX into what it is today required someone willing to ignore consensus and absorb years of losses. SpaceX files confidentially for IPO that will rewrite the record books For context, Musk's position is significantly more dominant than Zuckerberg's at Meta. The comparison with Tesla is also worth noting. When Tesla did its IPO in 2010, it did not issue dual-class shares. Musk has only recently pushed for enhanced voting protection, proposing at least 25% control at Tesla in 2024 after selling shares to fund his Twitter acquisition left him with around 13%. SpaceX has clearly learned from that experience and structured the IPO differently by planning to allocate up to 30% of shares to retail investors, roughly three times the typical norm for a large offering. The roadshow is expected to begin the week of June 8, with a Nasdaq listing rumored to be a $1.75 trillion valuation and a $75 billion raise.
