News & Updates
The latest news and updates from companies in the WLTH portfolio.
Anthropic's Claude Mythos model release pressures cybersecurity stocks, Evercore comments By Investing.com
Investing.com -- Anthropic released its new Claude Mythos model on Friday, which the company describes as its most powerful model to date, according to Evercore analysts. The model specializes in coding, academic reasoning, and cybersecurity-related tasks, Evercore noted in a research note. Cybersecurity stocks came under pressure following the announcement as investors assessed the potential impact of the new technology on the sector. Evercore analysts said the market reaction reflects ongoing concerns about whether large language models could encroach on software companies' competitive advantages, though the fundamental implications remain unclear. The analysts noted that the cybersecurity sector faces a prolonged period of volatility as investors react to each new model release from artificial intelligence companies. Evercore completed marketing meetings in Europe on Thursday, where investor sentiment toward the cybersecurity sector remained subdued. The analysts said investors continue to struggle with uncertainty related to artificial intelligence developments. Value investors have shown interest in the sector, but the absence of near-term catalysts and market reactions like Friday's make it easier for them to remain on the sidelines, according to Evercore. This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.
Anthropic's Claude Mythos model release pressures cybersecurity stocks, Evercore comments By Investing.com
Investing.com -- Anthropic released its new Claude Mythos model on Friday, which the company describes as its most powerful model to date, according to Evercore analysts. The model specializes in coding, academic reasoning, and cybersecurity-related tasks, Evercore noted in a research note. Cybersecurity stocks came under pressure following the announcement as investors assessed the potential impact of the new technology on the sector. Evercore analysts said the market reaction reflects ongoing concerns about whether large language models could encroach on software companies' competitive advantages, though the fundamental implications remain unclear. The analysts noted that the cybersecurity sector faces a prolonged period of volatility as investors react to each new model release from artificial intelligence companies. Evercore completed marketing meetings in Europe on Thursday, where investor sentiment toward the cybersecurity sector remained subdued. The analysts said investors continue to struggle with uncertainty related to artificial intelligence developments. Value investors have shown interest in the sector, but the absence of near-term catalysts and market reactions like Friday's make it easier for them to remain on the sidelines, according to Evercore. This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.
USA Faces Severe Travel Chaos as Delta, United, KLM, British Airways, Southwest, and More Cancel Over 200 Flights Across Major US Airports Including LaGuardia, JFK, LAX, Denver, and Chicago, Impacting Routes to Amsterdam, London, Vancouver, Tel Aviv, Kuwait, Bahrain, and More - New Update - Travel And Tour World
This week, travelers across the United States are facing widespread disruption as over 200 flight cancellations U.S. have hit major airports. The affected destinations include LaGuardia, Amsterdam, London Heathrow, San Diego, Vancouver, Houston, Tel Aviv, Kuwait City, Bahrain, Phoenix, Burbank, Cancun, Minneapolis/St. Paul, McGhee Tyson, Reagan National, Dallas Love Field, Orlando, Newark, and several regional airports. Airlines including Delta, United, KLM, British Airways, Southwest, JetBlue, Spirit, Alaska, and other carriers have been forced to adjust schedules, creating ripple effects for both domestic and international travel. Atlanta's busiest airport saw multiple flight cancellations U.S. affecting several carriers: Passengers traveling from Atlanta are advised to monitor airline notifications closely, as these cancellations are affecting connections nationwide. Dallas-Fort Worth experienced significant cancellations U.S. this week: Frequent travelers on these routes may encounter extended delays or need alternative arrangements, highlighting ongoing challenges with scheduling and staffing at major U.S. airports. Denver's hub faced a mix of domestic and regional flight cancellations: These cancellations indicate both operational constraints and heightened sensitivity to airport delays in the Rockies and West Coast corridors. Chicago O'Hare, a major connecting hub, saw the following disruptions: Passengers traveling to New York and nearby airports may need to seek alternative flights or adjust travel plans due to airline disruptions. West Coast travelers experienced cancellations on key domestic and international routes: These disruptions affect both transcontinental passengers and those connecting to international destinations, highlighting ongoing airline operational challenges. Passengers at John F. Kennedy International faced cancellations to destinations in the Middle East: These cancellations reflect the combined impact of international airline scheduling issues and airport delays in one of the busiest hubs in the U.S. Several other major airports reported cancellations: Total cancellations reported: 203 The ongoing wave of flight cancellations U.S. reveals several trends: Passengers are advised to stay updated via airline communications, rebook flights when possible, and allow extra time for travel. These disruptions highlight the vulnerability of major U.S. airports to operational pressures and the need for careful planning by travelers. In summary, the current situation of flight cancellations U.S. reflects broad operational strain affecting both domestic and international travel. Travelers should prepare for potential disruptions and remain vigilant to minimize travel interruptions.
NYSE-parent Intercontinental Exchange invests $600 million in Polymarket - The Economic Times
Prediction markets have shifted from a niche corner of crypto and academic finance into a rapidly growing trading segment in under two years, with volumes and user activity surging.Intercontinental Exchange said on Friday it had invested $600 million in prediction markets platform Polymarket, as the New York Stock Exchange parent expands into the fast-growing event-based trading segment. The funding is part of the exchange operator's previously announced plan to invest up to $2 billion in Polymarket, the company said. Prediction markets have shifted from a niche corner of crypto and academic finance into a rapidly growing trading segment in under two years, with volumes and user activity surging. ICE said the investments in Polymarket are not expected to have a material impact on the exchange operator's financial results or capital return plans. The $600 million investment is part of the prediction markets platform's latest funding round, and the valuation will be disclosed once completes its fundraising, ICE said. Prediction markets represent a potential new frontier for exchanges in derivatives trading. Analysts say the products can draw a wider pool of retail traders and boost trading volumes, offering exchanges a chance to diversify revenue as competition intensifies in traditional futures and options markets.
Anthropic's Claude Mythos model release pressures cybersecurity stocks, Evercore comments By Investing.com
Investing.com -- Anthropic released its new Claude Mythos model on Friday, which the company describes as its most powerful model to date, according to Evercore analysts. The model specializes in coding, academic reasoning, and cybersecurity-related tasks, Evercore noted in a research note. Cybersecurity stocks came under pressure following the announcement as investors assessed the potential impact of the new technology on the sector. Evercore analysts said the market reaction reflects ongoing concerns about whether large language models could encroach on software companies' competitive advantages, though the fundamental implications remain unclear. The analysts noted that the cybersecurity sector faces a prolonged period of volatility as investors react to each new model release from artificial intelligence companies. Evercore completed marketing meetings in Europe on Thursday, where investor sentiment toward the cybersecurity sector remained subdued. The analysts said investors continue to struggle with uncertainty related to artificial intelligence developments. Value investors have shown interest in the sector, but the absence of near-term catalysts and market reactions like Friday's make it easier for them to remain on the sidelines, according to Evercore. This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.
NYSE Owner Completes $1.6 Billion Polymarket Stake With $600 Million Cash Injection - Intercontinental Exchange (NYSE:ICE)
Intercontinental Exchange initially invested $1 billion in October, with a commitment to ramp up to as much as $2 billion over time. The company also expects to purchase up to $40 million in Polymarket securities from existing holders. * Intercontinental Exchange stock is showing downward bias. What's next for ICE stock? Prediction Market Funding Boom Prediction markets processed $23.2 billion in volume in February 2026, up over 1,200% year-over-year. On March 30, Polymarket is set to implement taker fees across nearly all categories for the first time. With $9.55 billion in recent 30-day volume, annualized fee revenue may approach $300 million. Building The Infrastructure Intercontinental Exchange is the exclusive distributor of Polymarket's event-driven data to institutional investors. Intercontinental Exchange said the investment is not expected to have a material impact on its financial results or capital return plans. Shares were down 0.89% at $154.62 at publication on Friday. Image: Shutterstock Market News and Data brought to you by Benzinga APIs To add Benzinga News as your preferred source on Google, click here.
Anthropic's Claude Mythos leak and what it means for AI and cybersecurity
Mythos presents an important inflection point in AI and cybersecurity Anthropic is quickly earning a reputation for being a responsible AI standard bearer, especially after CEO Dario Amodei's moral clash with the US Department of Defense in Feb 2026. But the fact that its upcoming model, dubbed Claude Mythos, leaked online ahead of schedule thanks to a CMS error is ironic to say the least. According to the leaked draft of Anthropic's blog post, Claude Mythos is so powerful and "far ahead of any other AI model in cyber capabilities" that it can lead to an overwhelming "wave of models that can exploit vulnerabilities in ways that far outpace the efforts of defenders." That's Anthropic suggesting they're cooking up something so powerful in their next AI product it can essentially wreak havoc online in terms of cybersecurity, something that the world's best cybersecurity companies won't be able to handle - with or without AI. That's what scares Anthropic about Mythos' capabilities, and why (according to the leaked documents) they were planning to engage top business leaders behind closed doors and brief and prepare them on next steps. How do we know all this ahead of schedule? Because someone at Anthropic accidentally misconfigured these posts on the website's CMS, making thousands of documents publicly viewable. One wonders if it isn't a euphemistic rephrasing of a cyber breach. Irony-laced jokes about Claude Mythos notwithstanding, Anthropic claims the Mythos model is currently being trialed by "early access customers" only, deliberately and carefully rolling out much slower than previous Claude models. Also read: Anthropic accidentally reveals Claude Mythos, its most powerful AI model yet That underlying concern Anthropic's exhibiting isn't just limited to them. AI has the potential to disrupt the cybersecurity industry rapidly, for better and worse. There's data to back it up. According to Crowdstrike, AI-enabled attacks jumped 89% year-over-year in 2025, noting that the speed and scale of cyber breaches was only accelerating. Business email hack attacks rose 37% in 2025, suggests a Deepstrike report, using AI deepfake tech like voice cloning and synthetic identities. In its 2026 AI security report, Cisco has warned that AI is fast expanding the cyber attack surface with potential new risks like agent misuse and supply-chain attacks. In fact, cybercriminals are "weaponizing AI to orchestrate attacks of unprecedented sophistication and scale," according to Kaspersky Lab's Evolving Threat Landscape Report of December 2025. According to the cybersecurity company, "malicious actors are deploying generative AI to create convincing phishing emails, voice clones, and deepfake videos that bypass traditional detection mechanisms." These AI-driven attacks will target AI models corporate systems through evasion, poisoning, and model extraction techniques, said Kaspersky. Claude Mythos, still unreleased and already controversial, seemingly sits at the crossroads of AI-linked cybersecurity. Because, from the looks of it, the same AI model powerful enough to identify zero-day vulnerabilities and fortify codebases is also equally capable of being weaponised in the wrong hands. Anthropic's decision to initially limit access to defensive cybersecurity use cases is a measured response, but only for the time being. It can't control what others working the AI crucible will eventually forge and unleash.
Judge blocks Pentagon from labeling Anthropic a national security risk
Serving tech enthusiasts for over 25 years. TechSpot means tech analysis and advice you can trust. What just happened? A federal judge in California has blocked the Department of Defense from designating Anthropic as a national security risk. The ruling provides the company with temporary relief as it continues its legal battle with the Pentagon over whether private technology firms can object to how their AI is used in military programs. In a sharply worded 43-page order, US District Judge Rita F. Lin said the government's actions appeared to be driven by retaliation rather than legitimate security concerns. "The record supports an inference that Anthropic is being punished for criticizing the government's contracting position in the press," Judge Lin wrote. "Nothing in the governing statute supports the Orwellian notion that an American company may be branded a potential adversary and saboteur of the United States for expressing disagreement with the government." The injunction halts enforcement of a February 27 order from Defense Secretary Pete Hegseth labeling Anthropic a "supply chain risk," a designation typically reserved for foreign entities viewed as threats to US national security. The label would have barred Anthropic from selling its systems to federal agencies and potentially from working with other defense contractors. The ruling also prevents agencies from carrying out a related directive issued after President Trump amplified the designation on social media. The dispute began during negotiations over a $200 million Pentagon contract focused on artificial intelligence capabilities for defense operations. Anthropic, which has long advocated for guardrails on AI deployment, sought restrictions on how its models could be used in surveillance or autonomous weapons systems. Defense officials resisted, arguing that no private company should dictate how the military applies the technology it acquires. Shortly after those discussions broke down, the Pentagon labeled Anthropic a supply chain risk. The company responded by filing lawsuits in two federal courts, alleging that the government's actions were both punitive and unconstitutional. It argued that the designation violated its First Amendment rights and inflicted "irreparable harm" on its reputation and business. Judge Lin agreed that the company had demonstrated a strong likelihood of success on the merits, stating that "government officials cannot use the power of the state to punish or suppress disfavored expression." She added that the Defense Department's decision appeared "arbitrary and capricious" and that "the balance of equities and public interest favor Anthropic." The temporary injunction, which will take effect unless the Pentagon appeals within seven days, is being closely watched across the technology industry. Microsoft, along with employees of OpenAI and Google, submitted amicus briefs supporting Anthropic's position. Many in the sector view the case as a potential precedent for how the government may treat companies that challenge its use of AI systems in sensitive or military contexts. At a hearing earlier this week, Judge Lin signaled skepticism toward the Pentagon's assertion that Anthropic could manipulate its own technology "to suit its own interests" in wartime scenarios. "It looks like an attempt to cripple Anthropic," she said. In a statement following the ruling, Anthropic said it was "grateful to the court for moving swiftly" and reaffirmed that its "focus remains on working productively with the government to ensure all Americans benefit from safe, reliable AI." The Defense Department has not yet publicly commented on the decision.
Cybersecurity stocks retreat on fears surrounding Anthropic AI model
Cybersecurity stocks fell sharply following reports regarding Anthropic's development of a new artificial intelligence model dubbed "Mythos". According to details relayed by Fortune, this system is said to be the most advanced designed by the company, with a phased rollout planned due to potential security risks. Anthropic did not immediately confirm these reports. In the markets, several industry players saw significant declines. CrowdStrike, Palo Alto Networks, and Zscaler each posted drops of nearly 5%. Other firms such as SentinelOne, Okta, and Netskope retreated by 6%, while Tenable shed nearly 9% during trading. This reaction illustrates the sector's sensitivity to the rapid evolution of artificial intelligence. For several months, cybersecurity stocks have been pressured by concerns over the rise of AI, which is perceived as a transformative factor for threats. Advanced tools and autonomous agents are making attacks more sophisticated and accessible, forcing companies to accelerate their innovation. Anthropic had previously indicated that a Chinese state-linked group had used its Claude assistant to automate a cyberattack, highlighting the new security challenges at stake.
Unlocking Agility in Hospitality Finance with Driver-Based Budgeting
The hospitality industry operates on a rhythm of constant change. Seasonal demand shifts, unexpected travel trends, and fluctuating economic conditions are the norm. Yet, many hotels, resorts, and restaurants still rely on traditional budgeting methods that were designed for a more stable, predictable world. This disconnect between a dynamic business environment and a static financial plan creates significant challenges, hindering agility and strategic decision-making. A more effective approach is gaining momentum, one that aligns financial planning with the operational realities of the industry. Driver-based budgeting moves beyond fixed, historical numbers to create a flexible, responsive financial model. It connects your budget directly to the key factors that actually drive revenue and costs. This article will explore the limitations of traditional budgeting, explain the core principles of a driver-based model, and demonstrate why it is becoming the new standard for financial planning in hospitality. The Cracks in Traditional Budgeting For decades, the standard approach to budgeting involved taking last year's numbers and adding or subtracting a certain percentage. This incremental method is simple, but its simplicity is also its greatest weakness, especially in a volatile industry like hospitality. It's like trying to navigate a winding river with a map that only shows a straight line. Traditional budgets are often rigid and quickly become outdated. A budget prepared months in advance cannot account for a sudden spike in local tourism, a new competitor opening down the street, or a shift in guest booking patterns. When the reality on the ground no longer matches the numbers on the spreadsheet, the budget ceases to be a useful management tool and becomes an obstacle. The Problem with Static Numbers Static budgets create several core problems for hospitality leaders. They fail to provide a clear understanding of why numbers are changing. Did revenue increase because of higher occupancy, a better average daily rate (ADR), or a surge in restaurant sales? A traditional budget might show the "what" (more revenue) but fails to explain the "why." This lack of insight makes it difficult to make informed decisions. Managers are left guessing which levers to pull to improve performance. Furthermore, these budgets often encourage a "use it or lose it" mentality. Department heads may feel pressured to spend their entire allocation by year-end, regardless of actual need, for fear of receiving a smaller budget next year. This can lead to wasteful spending and a disconnect from strategic goals. A Lack of Agility and Accountability The annual, fixed nature of traditional budgeting also stifles agility. When market conditions change, there is little room to adjust. Opportunities are missed, and threats are not addressed quickly enough. The process is often a top-down exercise, with little input from the frontline managers who have the best understanding of day-to-day operations. This can lead to a lack of ownership and accountability, as department heads feel they are simply being handed a set of numbers to hit, rather than being empowered to manage their part of the business effectively. Introducing Driver-Based Budgeting: A More Dynamic Approach Driver-based budgeting fundamentally changes the financial planning conversation. Instead of focusing on static line items, it centers on the key operational metrics also known as drivers that directly influence financial outcomes. In hospitality, these drivers are the quantifiable activities at the heart of the business. Revenue Per Available Room (RevPAR): A key performance metric calculated by multiplying ADR by the occupancy rate. Restaurant Customers: The number of hotel guests and external diners served in a restaurant. Average Check Size: The average amount spent by each restaurant customer. By building the budget around these drivers, the financial plan becomes a living model of the business. The process involves identifying the most critical drivers for your specific operation and then creating formulas that link them to revenues and expenses. For example, housekeeping costs can be linked to the projected number of occupied rooms, while restaurant food costs can be tied to the forecasted number of customers. How It Works in Practice Imagine you are budgeting for your hotel's front desk. Under a traditional model, you might allocate a fixed amount for salaries based on last year's spending plus a small increase. With a driver-based model, you would instead link staffing costs to a key driver like Projected Occupancy. The formula might look like this: (Projected Occupied Rooms X Hours per Occupied Room) × Hourly Wage = Total Front Desk Labor Cost. Now, your budget is no longer a static number. If a major conference is announced in your city and you update your forecast for check-ins, your budgeted labor cost adjusts automatically. This allows you to plan for additional staff proactively, ensuring guest service levels don't suffer. Conversely, if a slow season is anticipated, the model shows where you can prudently reduce staffing hours without compromising core operations. This approach transforms the budget from a rigid document into a powerful forecasting and scenario-planning tool. The Transformative Benefits of Driver-Based Budgeting Adopting a driver-based model offers a host of strategic advantages that directly address the shortcomings of traditional methods. It empowers hospitality organizations to be more proactive, visionary, and resilient. Enhanced Agility and Responsiveness The primary benefit is a massive boost in agility. Because the budget is linked to operational drivers, it can be updated in near real-time as outlooks change. This allows management to quickly adapt to market shifts, whether positive or negative. You can model the financial impact of different scenarios: What if occupancy drops by 10%? What if we successfully increase our ADR by $15? The model provides immediate, data-backed answers, enabling swift and confident decision-making. Actionable Insights for Better Performance Driver-based budgeting provides a much deeper understanding of business performance. It shifts the focus from simply hitting a number to understanding the underlying factors that produce that number. When reviewing performance, conversations change from "Why did we miss our revenue target?" to "Our occupancy was on target, but our ADR was lower than planned. Let's analyze our pricing strategy." This level of detail empowers department managers to take ownership of their results. They gain a clear line of sight into how their daily actions impact the bottom line, fostering a culture of accountability and continuous improvement. Improved Accuracy and Strategic Alignment By grounding financial plans in operational reality, driver-based budgets are inherently more accurate. They reflect the true cause-and-effect relationships within the business. This leads to more reliable forecasts and reduces the likelihood of significant variances between the budget and actual results. Furthermore, this method ensures that financial planning is tightly aligned with overall business strategy. If the goal is to enhance the guest experience, you can build drivers into the budget that support this, such as increasing staffing levels at peak times or investing in amenities. The budget becomes a tool for executing strategy, not just a financial control mechanism. Making the Shift to a Driver-Based Model Transitioning from a traditional to a driver-based budgeting process is a significant change, but it is a manageable one. It begins with a shift in mindset -- from looking backward at historical data to looking forward at the key factors of future performance. The first step is to identify the unique set of drivers for your business. This requires collaboration between finance teams and operational leaders. Front desk managers, heads of housekeeping, and food and beverage directors all have crucial insights into what truly drives their department's costs and revenues. Once drivers are identified, the next step is to establish the formulas and relationships that connect them to financial outcomes. This creates the framework of your new, dynamic budget. The model can be simple at first and become more sophisticated over time as you gather more data and refine your understanding of the business. This journey is not just a financial exercise; it's a strategic initiative that can reshape how your organization plans, operates, and adapts. By embracing driver-based budgeting, hospitality businesses can leave behind the constraints of outdated methods and build a more resilient and prosperous future. It provides the clarity and flexibility needed to not only survive but thrive in the ever-changing landscape of the hospitality world. About Aptech From its entrepreneurial beginnings, Aptech has been a pioneer of hospitality software technology, delivering innovative solutions for over 50 years with a vision of connecting people with the relevant data needed to solve significant problems in the hospitality and service industries. Aptech's integrated suite of solutions includes PVNG, Fixed Asset Management, Execuvue®, and Targetvue, which comprise an integrated technology ecosystem designed to help hoteliers at both the corporate and property levels understand their financial and operational data and provide actionable insights. These solutions focus on scalable accounting, business intelligence, financial planning and management, and are used by more than 3,500 hotel properties across North America. Aptech is a proud member of the Jonas Hospitality family of brands.
Anthropic's Claude faces major outage till date, services disrupted for nearly five hours - The Economic Times
Anthropic's Claude AI experienced a major outage on Friday, resulting in a service disruption that lasted nearly five hours, one of the longest incidents reported for the platform to date. Users reported widespread issues with the Claude API and models such as Opus 4.6. However, Claude for Government services remained largely unaffected. According to outage tracker Downdetector, user reports surged past 100 around 2:20 pm IST, with another peak observed at 5:05 pm IST. The disruption continued until approximately 8 pm IST. A breakdown of reported issues showed that Claude Chat accounted for 50% of complaints, followed by the app at 21% and Claude Code at 20%. Anthropic acknowledged the outage, stating that as of 6:40 pm PT, error rates had returned to baseline levels, while monitoring efforts were ongoing. The company added that issues with Sonnet 4.6 were resolved by 5:00 pm PT, while work was still underway to address problems with Opus 4.6, which recorded an error rate of around 0.4%. This marks the second outage affecting Anthropic's Claude within a week. Netizens react Users took to X to share their experiences of disruption, with many reporting error messages such as: "Taking longer than usual. Trying again shortly." Another user took to X, taking a dig at Anthropic's idea of "vibe coding." One user took to X, sharing how the outage affected their work. Others questioned if Anthropic could sustain its growing user base.
Tesla Stock Falls. Wedbush Predicts Tesla--SpaceX Mega Merger by 2027
This article first appeared on GuruFocus. Tesla (NASDAQ:TSLA) shares fell about 2% on Friday morning even as Wedbush reiterated an Outperform rating and a $600 price target on the electric-vehicle maker. Analysts at the firm said they continue to expect SpaceX and Tesla to eventually merge into one company in 2027, citing a joint Terafab facility that ties both operations together. Tesla holds a stake in SpaceX following the company's $2 billion investment in xAI, which was later converted to SpaceX shares after SpaceX acquired xAI earlier this year. Wedbush noted that regulatory hurdles from the FTC and DOJ remain, and that CEO Elon Musk's goal is to own 25% of Tesla over time. The stock traded at about $372, giving the company a market capitalization of roughly $1.4 trillion. Other analysts offered mixed views. RBC Capital reiterated an Outperform rating with a $500 target, while Barclays kept an Equalweight rating and a $360 target. GLJ Research downgraded Tesla to Sell with a $25.28 target, citing an escalated federal safety investigation into the company's Full Self-Driving system.
Cyber Stocks Sink on Report Anthropic AI Model Poses Security Risks
Cybersecurity stocks slumped on Friday after a Fortune report raised concern that an Anthropic PBC artificial intelligence model being tested may be used by hackers to skirt current cyber defenses. Shares of CrowdStrike Holdings Inc., Palo Alto Networks Inc. and Zscaler Inc. dropped more than 5%, while Cloudflare Inc. shed 3.2%. The Global X Cybersecurity ETF fell as much as 6.1%, bringing its decline this year to more than 20%. The report cited a draft blog post that said Anthropic believes the model "poses unprecedented cybersecurity risks." Fortune said it accessed the draft post via an unsecured and publicly accessible database and reported that an Anthropic spokesperson confirmed that the company is testing a new model and that an error led to the draft being viewable. An Anthropic spokesperson did not immediately respond to a request for comment from Bloomberg. Anthropic's new model, called Claude Capybara, is being tested by a small group of early access customers, according to the draft blog. Given the model's capabilities, Anthropic is planning to share results from tests to help cyber firms improve their defenses ahead of its release, the report said. "We think Anthropic is also trying to limit their product being used by hackers," said Bernstein analyst Peter Weed. "This is good hygiene and a baseline expectation for their product." Earlier this year, a hacker exploited Anthropic's chatbot to carry out a series of attacks against Mexican government agencies, which resulted in the theft of sensitive tax and voter information, according to cybersecurity researchers. In response, Anthropic said it investigated the claims, disrupted the activity and banned the accounts involved. It's not the first time Anthropic has triggered a wave of selling in cybersecurity stocks. Last month the firm announced a new tool that helps scan "codebases for security vulnerabilities and suggests targeted software patches for human review," triggering a broad drop in cyber names including CrowdStrike and Palo Alto Networks. Still, Wall Street analysts were quick to defend shares of cyber names on Friday. Stephen's Todd Weller said the market is "misinterpreting the news," and called it a buying opportunity for investors. That sentiment was echoed by Joe Tigay, a portfolio manager at Equity Armor Investments, which holds Palo Alto, Crowdstrike and Fortinet Inc. across its funds. "The thing that doesn't add up to me though is that if they are a cybersecurity threat, don't you want the best companies that deal with cybersecurity to be fighting it for you?" Tigay said.
'Seriously troubling' cybersecurity risks cloud Anthropic's latest super-strong models - Cryptopolitan
Musk's xAI recently launched a paid subscription tier for its Grok assistant, limiting free access. According to reports linked to Fortune, leaked internal documents from Anthropic have revealed the existence of a new generation of AI models codenamed "Claude Mythos." However, the bigger headline is that the new models are reportedly already in testing phase despite being believed to pose "unprecedented cybersecurity risks." Anthropic's data leak Fortune recently released a report containing leaked documents from the artificial intelligence company, Anthropic. The documents reveal details about a new generation of AI models being developed, reportedly named "Claude Mythos." The leak occurred due to a human error in Anthropic's content management system (CMS) configuration. Roy Paz from LayerX Security and Alexandre Pauwels from the University of Cambridge explained that Anthropic left nearly 3,000 unpublished assets, including images, PDFs, audio files, and draft blog posts, in a publicly accessible and searchable data lake. The material was discoverable online before Fortune notified Anthropic, after which the company removed public access. The documents viewed by Fortune claim that Claude Mythos is already in the testing phase. More importantly, they state that Anthropic believes this new model "poses unprecedented cybersecurity risks." Anthropic stated in a draft blog that the system is "currently far ahead of any other AI model in cyber capabilities" and warned that "it presages an upcoming wave of models that can exploit vulnerabilities in ways that far outpace the efforts of defenders." Due to the potential risks, Anthropic planned a cautious rollout strategy that would prioritize early access for cybersecurity defense organizations, giving defenders a head start in strengthening codebases against AI-driven exploits. Anthropic has previously reported that a Chinese state-sponsored group used Claude Code to infiltrate about 30 organizations, including tech companies, financial institutions, and government agencies, so the concern is not unwarranted. The leaked documents also revealed details of an invite-only CEO summit planned at an 18th-century manor in the English countryside, where Anthropic CEO Dario Amodei was set to host European business leaders to discuss AI adoption and showcase unreleased Claude model capabilities. Elon Musk's continued battle with Anthropic Once the news broke on X and garnered significant attention, Elon Musk, the owner of X and the head of xAI, a direct competitor to Anthropic, did not miss the opportunity to comment on the news. Musk commented, "Seriously troubling," and quickly gained tens of thousands of views and thousands of likes. Musk has a pattern of commenting on negative news regarding competitors with whom he disagrees. Anthropic was founded by former OpenAI employees, and Musk has been openly critical of both OpenAI and the general AI industry's approach to safety and commercialization. Meanwhile, Musk's own AI company, xAI, recently launched a new paid subscription tier called "SuperGrok Lite". The subscription costs $10, and limits have been placed on free users of Grok to push them towards buying it or any other of the three subscription plans that Grok offers. They include SuperGrok, which costs $30 a month, SuperGrok Heavy, which costs $300 a month, and Grok Business, which also costs $30 per month.
TSA Chaos, Spain Strikes & Cyclone Warning: 8 Travel Alerts Americans Need To Know
While the U.S. State Department and AI tools often give broad or outdated information, Travel Off Path is the only platform that combines every embassy alert with our own real-time proprietary alerts and the Traveler Safety Index built from actual travelers on the ground. We track the disruptions that actually ruin your trip -- TSA chaos, strikes, weather, and local safety issues -- and update them daily for American travelers. Here are the 8 alerts that matter most right now: 1. Major Security Delays Across The U.S. 2. Strikes In Spain Will Cause Delays 3. LaGuardia Still Impacted By Air Canada Collision 4. Western Australia Severe Weather 5. Middle East Iran Conflict & Weather Alert For real-time security updates and current airspace status regarding the conflict in Iran and Middle East, search your destination on the Traveler Dashboard. 6. U.S. Spring Break Delays 7. Fort Lauderdale Delays 8. Medellin, Colombia Safety Alert You Can Check Real Time Travel Advisories & Alerts for over 380 Destinations on the Traveler Dashboard. No politics, No AI Hallucinations. Just Facts.
AI Wars: Federal Judge Blocks Pentagon from Labeling Anthropic a 'Supply Chain Risk'
A federal judge has temporarily halted the Pentagon's classification of AI company Anthropic as a supply chain risk, delivering an early legal win for the company in its battle against the Department of War. Axios reports that U.S. District Judge Rita Lin granted a preliminary injunction on Thursday that pauses the Pentagon's designation of Anthropic as a supply chain risk. The decision provides temporary relief to the AI company, which has argued that the classification was causing immediate and irreparable damage to its business operations and reputation. Anthropic had sought the injunction on grounds that the designation was prompting business partners to reconsider their contracts with the company and leading federal agencies to discontinue use of Claude, Anthropic's AI product. The company maintains that the preliminary injunction will provide protection from ongoing reputational harm while offering greater certainty to its commercial partners moving forward. The legal battle is unfolding on multiple fronts, with a parallel case currently proceeding in a D.C. court. In both legal proceedings, Anthropic has challenged the Pentagon's actions on constitutional and procedural grounds, arguing that War Secretary Pete Hegseth and the Pentagon violated First Amendment protections and procurement law through the supply chain risk designation. In her written order, Judge Lin addressed the constitutional implications of the Pentagon's actions. She stated that nothing in the governing statute regarding supply chain risk designations supports what she characterized as an Orwellian concept that would allow the government to brand an American company as a potential adversary and saboteur of the United States simply for expressing disagreement with government policies. Breitbart News previously reported that the government's lawyers attacked the notion that the company's First Amendment rights had been infringed: In Tuesday's filing, government lawyers clarified that their dispute with Anthropic stemmed from the company's behavior during contract negotiations rather than the specific limitations the startup proposed regarding mass surveillance and autonomous weapons. The attorneys asserted that the Pentagon was merely exercising its legitimate authority to select appropriate vendors for defense contracts. Addressing Anthropic's First Amendment arguments, government lawyers stated that constitutional protections do not grant companies the right to unilaterally impose contract terms on the government. They argued that Anthropic had provided no legal precedent supporting what they characterized as a radical interpretation of First Amendment protections. An Anthropic spokesperson welcomed the court's decision, stating, "We're grateful to the court for moving swiftly, and pleased they agree Anthropic is likely to succeed on the merits." The spokesperson added, "While this case was necessary to protect Anthropic, our customers, and our partners, our focus remains on working productively with the government to ensure all Americans benefit from safe, reliable AI." During a court hearing earlier in the week, Judge Lin had expressed skepticism regarding the alignment between the punitive measures against Anthropic and legitimate national security concerns. The judge questioned why the Pentagon would need to implement such extensive restrictions when it could simply choose to stop using Claude's services directly. The scope of the administration's designation extends beyond merely prohibiting the Pentagon's own use of Anthropic's products. The classification requires any company conducting business with the Pentagon to sever ties with Anthropic, creating a far-reaching impact on the AI company's commercial relationships and market position. Breitbart News social media director Wynton Hall lays out the dangers of AI technology being controlled by Silicon Valley leftists hostile to not only the MAGA movement, but America in general, and how conservatives can protect their family members and the country at large from this menace in the newly released instant bestseller Code Red: The Left, the Right, China, and the Race to Control AI. Topics included in CODE RED include: * Why AI is wired for woke indoctrination -- and how to resist it. * How elites plan to weaponize fears over AI job losses to push dependency. * How America can beat China without becoming China. * How to prepare your kids for the blinding speed of AI disruption. * The new national security threats AI unleashes -- and how we defend against them. * Why "AI girlfriends" are luring millions -- and what it will take to preserve authentic human connection. * How AI will test faith and meaning -- and why spiritual renewal may be its most surprising outcome. Read more at Axios here.
New Deadline To Open Strait Of Hormuz, Trump Taking Action Amid TSA Chaos
Host Blake Burman discusses the new deadline to open the Strait of Hormuz. President Trump threatened to blow up Iran's biggest power plants if the regime does not reach a deal in the next ten days. Meanwhile, he promised to take action if a deal is not reached to reopen the Department of Homeland Security. Read more: Former Navy secretary: 'No doubt' US could run Strait of Hormuz
Intercontinental Exchange Completes $1.6 Billion Investment in Polymarket
Intercontinental Exchange has paid the last chunk of money in its investment in Polymarket, capping its total investment in the prediction markets platform at just over $1.6 billion. The total investment is slightly below the $2 billion roof of the agreement made last year between Polymarket and the New York Stock Exchange operator. Intercontinental Exchange, known as ICE, said Friday that it has paid $600 million to complete its obligations under an investment arrangement with Polymarket, which was made in October 2025. ICE also expects to buy up to $40 million of Polymarket's securities from certain existing holders, it said. The investment is designed to allow ICE to become a distributor of Polymarket's event-driven data, ICE said last year. ICE's investment is seen as a vote of confidence from the world's leading exchange operator for Polymarket, which is banned in several countries. Polymarket has long been off-limits to U.S. users, but the company is moving toward establishing a U.S. presence. It acquired a small U.S.-licensed exchange and clearinghouse as part of its effort to re-enter the American market. While U.S. investors can still access Polymarket using a VPN, the company is moving toward establishing a legitimate U.S. presence. It acquired a small U.S.-licensed exchange and clearinghouse as part of its effort to re-enter the American market. Polymarket's relationship with U.S. authorities has improved under the Trump administration and with the new leadership at the Commodity Futures Trading Commission, which oversees prediction markets. Donald Trump Jr., the president's son, is a member of Polymarket's advisory board and his venture-capital firm 1789 Capital is an investor in the company. ICE's deal in October valued Polymarket at roughly $9 billion, The Wall Street Journal reported. In March, The Journal reported that Polymarket and its rival Kalshi are each chasing a $20 billion valuation, and have been in talks with investors about further fundraising rounds. Polymarket has a data partnership with Dow Jones, the publisher of The Wall Street Journal. Write to Katherine Hamilton at [email protected]
Anthropic's win is good for everyone in this era - Cautious Optimism
Friday. Stocks are lower around the world as the Iran War continues to plague shipping, keeps energy prices elevated, and creates fresh kinks in global supply chains. There's talk of some peace discussions, though we're also seeing rumblings of troop buildup. The financial malaise is also impacting the value of crypto assets and the companies that service them. But there's good news, too. A tiny lab claims to have cooked up self-improving AI, and White House crypto and AI czar David Sacks is done with his time in government. Today, we're looking at upcoming AI models, X's latest efforts to make its service harder to use, and Anthropic's win over the DoD. To work! -- Alex Anthropic, OpenAI: American AI labs are busy beasts. As OpenAI exits its side projects (Sora, erotic chat), some of its recent endeavors are bearing fruit: Its advertising pilot has reportedly generated annualized revenue of about $100 million, which seems like a win. Anthropic, meanwhile, is said to be considering an IPO early in the fourth quarter that could raise as much as $60 billion. All that is interesting, but more importantly, the two companies are busy putting together new AI models that could bring another set of performance gains to the technology market. Anthropic recently goofed and left some of its internal materials accessible via its CMS. Fortune, which informed the company of the issue, discovered information about "an unreleased AI model that Anthropic said in the documents is the most capable model it has yet trained." Anthropic politely confirmed the leak, saying that the new model will bring a "step change" in performance for key AI tasks like programming and cybersecurity. Meanwhile, OpenAI's upcoming 'Spud' model is being touted by Sam Altman, who says it could "really accelerate the economy." Big claims from the two labs, but given that their recent releases have been so warmly received, it's a little difficult to doubt the enthusiasm. Open source American AI? News that American neolab Reflection AI is set to raise $2.5 billion at a pre-money valuation of $25 billion is a bit puzzling. Why? Okay, name an AI model from Reflection AI. I couldn't, because it doesn't have many. Yet, the company is being hailed as the 'DeepSeek of the West' for its purported ability to bring state-of-the-art, open-source AI models to market. It's weird. The only thing I can find to support the perplexing amount of funding is that Reflection AI is part of Nvidia's new "Nemotron Coalition" that will develop an open model to let folks specialize AI for their industries, and also build the foundation for the chipmaker's Nemotron 4 family of models. Sure, but that coalition also includes Perplexity, Cursor, Mistral and other companies. What makes Reflection so special? Reply to this email and explain it to me if you can. Twitter: News that X (Twitter) cut more staff was paired with news that the social media service is moving Tweetdeck (X Pro) behind its most expensive subscription tier. As someone who previously paid $84 per year to access Tweetdeck (thanks, Elon!), I now have to choose between a $40 monthly fee to use the tool (or nearly $400 if billed for the full year) or going back to the default interface. The WSJ, which reported X's most recent round of staff cuts, writes that workers still at the company have been told to "focus on growing X's revenue since xAI brought on a chief revenue officer," and cut costs. I doubt that serving Tweetdeck was a major expense for X, but making it costlier is certainly one hell of a way to get some folks to upgrade. I have decided not to. It was annoying to pay for a tool that was once free and helped me use Twitter more. But it's just insulting that they've quadrupled the price. X product head Nikita Bier said what the company is launching in the next couple of weeks "will be much more powerful than XPro," and that it is only "keeping XPro for people that absolutely need it for hyper-specific business workflows." Tweetdeck fans disagreed. Apart from the egregious removal of a feature that some people had paid for and now cannot access, the lack of communication ahead of the change rankled users. Us X fanatics tolerate being shit upon because we lived and died on the service. Tweetdeck was my home online, my base of operations, my digital domicile. Now I need a new home. Hell, maybe it's time I started reading email!
Microsoft secures 900 MW AI capacity at Crusoe Texas campus with mid 2027 target
The new campus will lift Crusoe's total projected Abilene capacity to 2.1 GW as Microsoft locks in more large scale AI infrastructure in West Texas. Crusoe said Friday it is developing a new 900 megawatt AI factory campus in Abilene, Texas, to support Microsoft, expanding one of the largest AI infrastructure hubs in the US as hyperscalers race to secure power and data center capacity for next-generation AI workloads. The new campus will sit next to Crusoe's existing Abilene infrastructure and include two buildings plus an onsite power plant designed to support grid resilience. Crusoe said the addition will bring the site's total projected capacity to 2.1 gigawatts, with land clearing already underway and the first building expected to be energized in mid 2027. The move builds on Crusoe's earlier Abilene expansion. In March 2025, the company said it was increasing the campus to 1.2 gigawatts across eight buildings, with the second phase then expected to finish in 2026. Crusoe has described the first Abilene phase as a 200 megawatt initial build that scaled into one of the biggest AI infrastructure developments in the country. The announcement comes days after Microsoft agreed to lease a large data center in Abilene, Texas, from Crusoe, which was originally planned for Oracle and OpenAI. The leased capacity is about 700 megawatts, and the site sits adjacent to the Stargate campus, highlighting how quickly tenants and build plans are shifting in the AI infrastructure race. That backdrop matters because Abilene has emerged as a strategic AI buildout zone. Recent coverage has tied the area to Stargate-related expansion efforts, while Crusoe has kept pressing ahead with its own campus growth and manufacturing push. Crusoe said earlier this month it is also building a manufacturing facility for modular AI factories, underscoring how developers are trying to standardize and accelerate deployment as power becomes the main bottleneck. Crusoe said the new Abilene campus is designed around energy availability first. It will feature 900 megawatts of behind-the-meter onsite generation, battery storage, ultra-high-density compute capacity, and closed-loop non-evaporative liquid cooling. The company said the project is expected to create thousands of construction jobs and hundreds of permanent roles, while the first eight buildings of the existing campus are already expected to contribute meaningfully to Abilene and Taylor County tax revenue.
