News & Updates
The latest news and updates from companies in the WLTH portfolio.
Anthropic Brings Back Claude Fable 5, But Users Call It a Downgrade
Claude Fable 5 is available again after the Department of Commerce lifted its export restriction on Anthropic's most powerful public model. The return gives Max, Pro, and Team users access to Fable 5 again, but the relaunch comes with major limits. Anthropic has restored the model under stricter usage rules, and early reactions suggest many users expected a smoother comeback. Claude Fable 5 Is Back, But Not Fully Open Anthropic says Fable 5 is included in paid Claude plans, including Max, Pro, and Team. However, users cannot use the model freely across their full plan limits. The company currently allows users to spend up to 50% of their weekly usage allowance on Fable 5. That cap may frustrate users who signed up mainly to access Anthropic's highest-end model. Fable 5 Moves to Usage Credits After July 7 Anthropic also plans a bigger pricing shift after July 7. At that point, Fable 5 will move fully to a usage-credit system. That means users will need to manage Fable access more carefully instead of treating it like a normal included model. The change effectively turns Fable 5 into a premium model inside already paid Claude plans. Early Users Say Fable Feels Weaker Than Before Although this situation isn't ideal, it would be less concerning if Fable 5 met expectations. However, users report that it falls short and may even feel like a downgrade. Reddit users claim Anthropic now routes Fable through stricter safety systems more often. Several users say the model refuses, redirects, or falls back to Opus 4.8 in situations where the earlier Fable release would have completed the task directly. That has created confusion because Fable 5 still carries the reputation of Anthropic's strongest public model. If users regularly experience fallback behavior, the model may feel less capable in real use. Claude Code Users Report Frequent Fallbacks Developers using Claude Code appear to face some of the biggest problems. Some users report that Fable switches to Opus during normal coding tasks. They say this can happen even when the request involves legitimate development work. Prompts or files that mention terms such as "security," "vulnerable," "unsafe," or "hook" may trigger fallback, blocking, or stricter review. That creates problems for developers working on security tools, debugging, low-level systems, or vulnerability testing in controlled environments. Stricter Safeguards May Be Causing False Positives The likely cause is Anthropic's stricter safety approach after the restriction. The U.S. government had previously blocked Fable 5 over safety concerns, so Anthropic may now be applying a much wider safety margin. That approach may reduce risk, but it can also create false positives. Normal prompts may look risky when they contain technical words often associated with security research or exploit development. For everyday users, this means Fable 5 may still perform extremely well when it handles a task directly. The issue is that users may not always get the real Fable experience. Anthropic may still adjust the system over time. If the company reduces false positives and gives developers clearer guidance, Fable 5 could become more useful again without removing important safeguards. For now, Claude Fable 5 is back, but its return feels cautious, limited, and more complicated than a simple relaunch. Anthropic has also launched Claude Sonnet 5, its newest mid-range model. Microsoft has already brought Claude Sonnet 5 to Microsoft Foundry, giving developers another way to access Anthropic's latest model lineup.
Here's What the Street Thinks About Cerebras Systems (CBRS)
Cerebras Systems Inc. (NASDAQ:CBRS) is one of the most promising future stocks to buy right now. Cerebras Systems Inc. (NASDAQ:CBRS) received several rating updates following the release of its strong fiscal Q1 2026 results. Morgan Stanley lifted the price target on the stock to $273 from $250 on June 24 and maintained an Overweight rating on the shares after what the firm called "a strong first quarter out of the gates". It further stated that although the IPO happened recently enough that the firm expected solid results with no surprises, and presumed some IPO conservatism built into forecasts, Morgan Stanley believes that the better gross margin guidance "certainly indicates a conservative guidance mindset." The same day, UBS lifted the price target on Cerebras Systems Inc. (NASDAQ:CBRS) to $320 from $300, maintaining a Buy rating on the shares and stating that the company's first post-IPO earnings call is viewed positively after raised guidance and confirmation of an Amazon (AMZN) agreement. It further told investors in a research note that broader customer diversification and accelerating demand for specialized infrastructure could support strong growth through the decade. Cerebras Systems Inc. (NASDAQ:CBRS) is involved in the design and provision of processors for AI training and inference. The company's products include AI model services, inference, Wafer Scale Engine, cloud, processors, and systems. While we acknowledge the potential of CBRS as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. Disclosure: None. Follow Insider Monkey on Google News.
SpaceX Faces Post-IPO Volatility, Yet Wall Street Predicts Significant Stock Price Gains
* SpaceX's stock has seen volatility since the company's IPO nearly three weeks ago, but analysts project significant long-term growth. * Analysts highlight the Starship reusable rocket as a pillar of the company's future success, and point to growing AI revenue and the potential for acquisitions as additional reasons for optimism. * Risks include high cash burn and reliance on aggressive growth assumptions for future success. Wall Street is starting to size up SpaceX (SPCX), and the stock is getting stellar reviews. Analysts who have launched coverage of the stock since the company's IPO have said SpaceX stands to become "a major hyperscaler" and "the largest communications, cloud and AI company in the world." That positivity didn't translate into gains today -- the stock fell 8% to around $157.50 -- but Wall Street sees plenty of room for SpaceX shares to rise in the months ahead. The average price target from three firms that have initiated coverage of the stock recently stands at $203. While well below the $225 all-time high hit two weeks ago, it's nearly 30% above current levels, and 35% higher than the opening price for SpaceX shares when they began trading on June 12. WHY THIS MATTERS TO YOU Elon Musk's space exploration, connectivity and AI company is now a part of major benchmark indexes and the funds that track them, and will be joining some more, which means the stock's performance is likely represented in your retirement account. The latest bullish view was delivered Tuesday by analysts at Wedbush led by Dan Ives, who initiated coverage of SpaceX with an "outperform" rating and a price target of $190. That target is derived from revenue estimates for 2028, which is expected to be the first year that all three of SpaceX's businesses scale. They view SpaceX's spacecraft and rocket called Starship as "the essential layer" driving the company's success. Its reusability is a strategic advantage from a cost perspective, but also generates a "feedback loop" through which the company can improve its flight rates without driving up capital expenditures, according to Ives and his team. They add that without it, the company's broadband business Starlink would not have reached the scale it has so far, and that SpaceX's ambitions to build orbital data centers would otherwise not be "feasible." Oppenheimer's Timothy Horan started coverage on the stock on June 11, prior to the company's IPO, with an "Outperform" rating and a $190 price target. A week later, the firm raised the target to $250 following SpaceX's acquisition of AI startup Cursor. Horan's models suggest that Cursor revenue will hit $6 billion by the end of this year, raising SpaceX's AI business revenue by 84% to $8.75 billion in the fourth quarter.
Anthropic seeks better terms from Amazon as AI economics shift in its favour
Anthropic's effort to renegotiate some key commercial terms with Amazon is highlighting a reality that many companies are facing: that building and launching the most advanced artificial intelligence models is proving to be pricier than many companies expected. The AI startup is best known for its Claude family of models but has morphed from a possible OpenAI rival to one of the hottest AI providers on the block. That shift appears to have given Anthropic more leverage in its talks with Amazon, one of its original and biggest backers. Reports suggest the renegotiated terms could see Amazon pay more for Anthropic's technology than it would have under the original partnership deal. The two companies have a long-standing relationship. The partnership expanded in April 2026 when Amazon announced a fresh $5 billion investment and the potential for billions more in future funding after already pouring billions into Anthropic since 2023. The companies also struck a massive long-term infrastructure deal, in which Anthropic will spend more than $100 billion on AWS technologies over the next decade. The negotiations mentioned are focused on the shifting value of Anthropic's technology. When Amazon invested, Claude was still a fledgling product in a crowded AI field. Today, Claude is considered among the best frontier AI models, competing directly with products from OpenAI and Google. Anthropic is also apparently rethinking previous pricing and access terms due to this additional commercial relevance. Also read: Anthropic restores Fable AI model after US lifts export restrictions The development also points to a bigger problem that the AI industry is encountering. Training and inference of frontier models require enormous amounts of computing power, introducing infrastructure costs that continue to grow as adoption grows. More and more companies are shifting toward token-based pricing models that bill customers based on consumption, knowing the hefty costs of operating large-scale AI workloads. As Amazon increasingly leans on Anthropic's models for its products, reports suggest it's become more sensitive to those costs internally. Other services, such as coding assistants and AI-powered consumer tools, are said to be heavily reliant on Claude, meaning that any increase in the cost of model access would be felt acutely there. Amazon is reportedly exploring other model providers and broadening its AI strategy as it prepares for higher AI costs. The shifting dynamics also reflect how power in the AI ecosystem is changing. Cloud providers and investors seemed to be on the stronger side initially given the scarcity of computing infrastructure. Leading AI labs like Anthropic are building better products and larger customer bases, and they are gaining leverage of their own, which gives them the ability to negotiate more favourable commercial arrangements. Tensions have been reported, but there is little evidence of the strategic partnership weakening. Anthropic continues to rely on AWS as its key cloud and training vendor and is increasing its use of Amazon's custom Trainium chips. More than 100,000 customers are already using Claude models via Amazon Bedrock, underscoring the importance of the tie-up to both companies.
4 Lessons for Future OpenAI and Anthropic Investors, Following SpaceX's Historic IPO
SpaceX (NASDAQ: SPCX), the aerospace and AI company founded by Elon Musk, went public on June 12 at a valuation of $1.77 trillion, making it the largest IPO in history. It went public at $135 per share, started trading at $150, and hit a record high of $225.64 on June 16. But as of this writing, SpaceX's stock trades at about $160. Many investors who hopped on the bandwagon in its first four days are now underwater. That volatile market debut should teach investors four valuable lessons about hot IPOs like SpaceX -- and how they should approach OpenAI and Anthropic, two of the market's most eagerly anticipated AI IPOs, in the future. Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue " 1. Valuations matter When SpaceX went public, it was already valued at 95 times its 2025 revenue of $18.7 billion. At its peak market cap of $2.66 trillion, it was valued at 142 times its trailing sales. Those were sky-high valuations, even for a company that grew its revenue by 33% in 2025. As of this writing, SpaceX is worth $2.1 trillion, or 112 times last year's sales. OpenAI was most recently valued at $852 billion, and its founders hope to go public with a market cap of $1 trillion. That would be 50 times its annualized revenue run rate of $20 billion at the end of 2025, making it seem more reasonably valued than SpaceX. Anthropic, valued at $965 billion after its latest funding round, only had an annualized revenue run rate of $9 billion at the end of 2025. If it's also targeting a $1 trillion IPO, it would debut at 111 times its annualized revenue -- making it more comparable to SpaceX. 2. Profits matter SpaceX was actually profitable in 2025, as Starlink's profits offset its space division's losses. But this year, it acquired xAI (which owns Grok and X) in an all-stock acquisition before its IPO. After recasting its 2025 financials to account for that acquisition, it became deeply unprofitable. The critics claimed that Musk was bailing out xAI at the expense of SpaceX's shareholders. OpenAI and Anthropic -- which are both unprofitable -- will also be closely scrutinized when they go public. OpenAI is still racking up steep losses, but Anthropic's rapid expansion in the enterprise market (with tools like Claude Code) is quickly reducing its operating losses. Anthropic even expects to post its first adjusted operating profit this year.
Anthropic explores custom AI chip manufacturing partnership with Samsung: Report
Anthropic is reportedly in talks with Samsung Electronics to serve as a manufacturing partner for a custom artificial intelligence (AI) chip, according to a report by The Information. The reported move comes as AI companies look to diversify their hardware supply chains to support growing demand for AI services. According to the report, Anthropic's plans are still in the early stages, and the company has not yet decided what the processor will be used for, how powerful it should be, or how it would be integrated into server systems. Anthropic told The Information that Amazon's Trainium chips, Google's tensor processing units (TPUs), and Nvidia graphics processing units (GPUs) will continue to play a central role in its computing strategy. The company is reportedly exploring custom hardware as AI firms seek greater control over the infrastructure used to train and run AI models. The reported effort follows OpenAI's recent announcement of its first custom AI chip developed in partnership with Broadcom. The reported discussions have not been officially confirmed by either company, and additional information about the project could emerge as development plans progress.
Spot Bitcoin ETFs end outflows as Polymarket prices 99.95% odds above $50K
Spot Bitcoin ETF Inflows Hit $221.7M, Lifting Polymarket "Bitcoin Above ___ on July 4?" Odds Toward Higher Strikes U.S.-listed spot Bitcoin ETFs took in $221.7 million on Thursday, snapping a 10-day outflow streak, as traders watched whether renewed fund demand could support Bitcoin's rebound. On Polymarket's ladder market "Bitcoin above ___ on July 4?", pricing continues to imply high odds that Bitcoin stays above lower strike levels into the July 4 resolution window. Key Takeaways * Polymarket prices imply a 99.95% chance Bitcoin will be above $50,000 on July 4. * Traders kept the ladder skewed to the upside as ETF flows flipped positive, while higher strikes remain heavily discounted. * The contract resolves at 2026-07-04T16:00:00+00:00, with odds little changed over the past 24 hours. U.S.-listed spot bitcoin ETFs recorded $221.7 million of net inflows on Thursday, the biggest one-day intake in two months, ending a 10-day stretch of outflows, according to SoSoValue. Fidelity's FBTC led with $165.96 million of inflows, followed by ARKB with $91.84 million and HODL with $4.35 million. BlackRock's IBIT, the largest bitcoin ETF, was the exception, posting a $40.43 million outflow. The 10-day run of redemptions totaled $2.73 billion, leaving year-to-date net outflows at about $5.4 billion. The report said the inflow rebound helped validate Bitcoin's move back to around $61,700 after it fell below $58,000 earlier in the week, though analysts said sustained inflows would be needed to confirm a lasting recovery. Polymarket Ladder Sees $360,302 Volume as Bitcoin $50K Odds Sit at 99.95% and $62K Is Priced at 40% Polymarket has logged $360,302 in volume on the "Bitcoin above ___ on July 4?" ladder, with pricing clustered at near-certainty for several lower strikes. The market shows $50,000 Yes 99.95% / No 0.05%, and the same 99.95% / 0.05% split at both $52,000 and $54,000, indicating traders see those downside levels as extremely unlikely to be breached by the July 4 close. Confidence drops at mid-range levels, with $60,000 Yes 94.5% / No 5.5% and $62,000 Yes 40% / No 60% implying a more balanced view around that threshold. Upside tails remain priced as long shots, including $64,000 Yes 3.05% / No 96.95% and $70,000 Yes 0.05% / No 99.95%. Watch whether ETF flows remain positive after Thursday's reversal and whether the ladder's inflection point near the $62,000 strike shifts ahead of the 2026-07-04T16:00:00+00:00 resolution. Beyond Bitcoin ETFs: Other High-Volume Polymarket Contracts Traders Are Watching Right Now Beyond the July 4 ladder, traders have been concentrating liquidity in broader, time-boxed crypto range contracts that effectively map near-term and long-dated sentiment. "What price will Bitcoin hit in 2026?" has drawn $45,944,904 in volume, while "What price will Bitcoin hit in July?" sits at $1,302,181 and "What price will Bitcoin hit June 29-July 5?" at $917,465. Activity has also spilled into ether, with "What price will Ethereum hit in July?" seeing $682,596 as participants position across correlated moves. Odds Trend By the Numbers * Platform: Polymarket * Market: Bitcoin above ___ on July 4? * Contract type: Price strike ladder: each rung has separate Yes/No; Yes means the spot price is above that USD strike at settlement. * Resolution window: Jul 04, 2026 (UTC) * Status: Active (open for trading) * Volume: ~$360,302 Top strike rungs +7 more strikes not shown
Yen steadies on intervention talk as Polymarket sees 67.5% Fed hold
Fed September 2026 Decision: "No Change" Holds Lead at 67.5% as Yen Intervention Risk Cools Hike Bets Polymarket pricing on the Federal Reserve's "Fed Decision in September?" contract leaned toward no change after a report said the Japanese yen steadied as intervention risks rose and market expectations for a Fed hike eased. The leading "No change" outcome last traded at 67.5%, down slightly from 68.0%. Key Takeaways * Polymarket implies a 67.5% chance the Federal Reserve leaves rates unchanged after its September 2026 meeting. * A softer tone in rate-hike expectations alongside FX-market focus on yen intervention risk coincided with a small dip in "No change" pricing. * The contract resolves on 2026-09-16, with "No change" up 2.5 percentage points over the past 24 hours. The Japanese yen steadied after traders weighed rising risks of official intervention in currency markets. The report said expectations for a Federal Reserve rate hike eased, shifting attention away from a more aggressive U.S. policy path. The foreign-exchange move came as markets assessed relative interest-rate outlooks and potential policy responses. The combination of intervention chatter and softer Fed hike expectations shaped near-term positioning in major currency pairs. Polymarket Odds & Volume: $1.316M Traded as 25 bps Hike Sits at 24.5% and Cut Scenarios Stay Below 4% On Polymarket, the ladder shows "No change" as the dominant outcome at 67.5% Yes versus 32.5% No on $1.316 million in volume. A 25 bps increase is priced at 24.5% Yes and 75.5% No, while a 25 bps decrease sits at 3.9% Yes and 96.1% No. The tails remain lightly priced, with 50+ bps decrease at 2.35% Yes / 97.65% No and 50+ bps increase at 0.95% Yes / 99.05% No, signaling traders are concentrated in a hold-or-hike base case rather than large moves. Watch whether the probability spread between "No change" (67.5%) and "25 bps increase" (24.5%) tightens as liquidity and volume build into the 2026-09-16 resolution date. Beyond the Fed: Other High-Volume Macro and FX Contracts Polymarket Traders Are Watching Beyond the September call, Polymarket traders are also clustering in adjacent macro and political gauges that can swing rate and dollar narratives. "Fed Decision in July?" shows 90.5% for "No change" on $35,024,821 in volume, while "How many Fed rate cuts in 2026?" prices "0 (0 bps)" at 77.55% with $40,376,343 traded. In longer-horizon policy bets, "Fed rate hike in 2026?" has "No" at 53.5% on $3,402,573, and the 2026 power balance is in play too with "Which party will win the Senate in 2026?" favoring the Republican Party at 56.5% on $3,075,255. Odds Trend By the Numbers * Platform: Polymarket * Market: Fed Decision in September? * Contract type: Price strike ladder: each rung has separate Yes/No; Yes means the spot price is above that USD strike at settlement. * Resolution window: Sep 16, 2026 (UTC) * Status: Active (open for trading) * Volume: ~$1,315,970 Top strike rungs +1 more strikes not shown
Inexpensive Chinese AI model is catching up with Anthropic, OpenAI on their home turf
There is growing interest from Western startups in switching to cheaper Chinese AI Since DeepSeek shocked markets early last year with its cheap but powerful AI model, global consumers have been faced with a choice: Chinese offerings with lower prices and less capability or OpenAI or Anthropic, which have poured billions into development. A model called GLM-5.2, launched last month by Beijing-based startup Z.ai, may finally be closing that gap in terms of Western interest. GLM-5.2 has Silicon Valley buzzing with its coding and agent capabilities, or the ability to execute complex tasks with minimal prompting, that almost rival leading US offerings at a fraction of the cost, in what some experts are calling a "mini DeepSeek moment." It has quickly climbed the usage charts on third-party AI developer platforms like OpenRouter, where it now ranks above Anthropic's models, while executives from cloud data platform Snowflake's CEO Sridhar Ramaswamy to venture capitalist Marc Andreessen have lauded its abilities. "We now have a Chinese open-weight model that is as good as the currently available models from OpenAI and Anthropic," said David Sacks, US President Donald Trump's former AI czar, last week before Washington lifted curbs on Anthropic's Fable and Mythos models on Tuesday. Those capabilities have put Z.ai's GLM-5.2 model at the heart of a growing debate about whether China is finally catching up to the US in the AI race, as technology executives warn that Washington's unpredictable regulation of the industry risks hampering its lead in the frontier technology. "It is just a tick below Opus 4.8 (from Anthropic) and right up there with GPT 5.5 (from OpenAI)," Sacks said of GLM-5.2 on the All-In podcast, adding that "we cannot afford to do things that slow our companies down." The Anthropic curbs and the delayed public rollout of OpenAI's latest GPT-5.6 model have fueled global demand for the Chinese model, some experts said. "The international developer community is increasingly aware that relying solely on proprietary, US-based API models carries significant risk," said Brian Tse, founder and CEO of Concordia AI, a Beijing-based consultancy focused on AI safety. GLM-5.2's positive global reception also suggests increased interest in cheaper open-source development because businesses are getting stung by the rising and often unpredictable costs of using AI to complete tasks, as closed-source agentic AI tools consume more tokens, the units used to measure AI usage. Z.ai, also known as Zhipu AI, declined to comment. Anthropic and OpenAI did not immediately respond to requests for comment. GLM-5.2 currently holds fifth place on Artificial Analysis' large language model (LLM) intelligence leaderboard, which ranks performance across a range of benchmarks designed to measure overall capability, including reasoning and coding skills. And it is in the second spot on Code Arena's front-end coding rankings, measuring how well models generate websites and front-end applications, while operating at roughly a sixth of the cost of closed US frontier models like Claude and the GPT series. Z.ai has not disclosed how much it spent to develop GLM-5.2. In a reply to Elon Musk on X last month, Z.ai founder Tang Jie said that the Chinese startup could produce a model on par with Anthropic's Fable before the first quarter of next year. "The shift GLM-5.2 brings is that the open-source model has become a plug-and-play, out-of-the-box product," said Tiezhen Wang, former APAC lead at Hugging Face, a startup that serves as a hub for developers tinkering with open-source models. "You just deploy the model and without doing any complex fine-tuning systems, it is in a highly usable, ready-to-use state. This drastically lowers the barrier to entry for open-source adoption." Convincing American business One major hurdle to GLM-5.2's large-scale adoption remains data security concerns that have limited use of Chinese models by US enterprises, particularly in regulated industries like banking and cybersecurity. The migration and upgrading of enterprise AI systems typically takes several months, Wang said. "I have seen some discussion among European companies about whether it could be used in enterprise settings," said Wei Sun, principal AI analyst at Counterpoint Research. "In the EU and US, some clients, partners and regulated industries may simply be unwilling to accept Chinese models in their AI stack, regardless of technical performance or price." A report earlier this year by non-profit Rand based on website traffic data across 135 countries, found that Chinese LLMs' global market share jumped to 13% from 3% in the two months after DeepSeek launched its R1 model in January last year. The release sparked a global tech selloff because it contrasted DeepSeek's low cost with massive AI infrastructure spending elsewhere. China's LLM usage gains were most pronounced in developing countries and those with close political and economic ties to Beijing. Some experts said concerns about the safety of Chinese AI models were overblown, arguing that running them on US cloud providers or on a company's own servers ensured data security. While major corporations are slow to migrate, tech startups and small- and medium-sized enterprises are moving much faster. "Developers tend to care less about where a model comes from than whether it works, how much it costs and whether they can deploy or access it reliably," said Poe Zhao, China tech analyst and founder of the Hello China Tech newsletter. "The likely pattern is partial routing, not overnight replacement of OpenAI or Anthropic. So yes, it is a mini DeepSeek moment but in a narrower, developer-centric sense."
Anthropic Details Claude Fable 5 Cybersecurity Safeguards and Jailbreak Framework - IT Security News
Anthropic has published detailed technical documentation on the cybersecurity safeguards protecting Claude Fable 5, following the model's global redeployment. The disclosure covers both the AI's safety classifier system and a draft framework for grading jailbreak severity, developed in partnership with Glasswing. Fable 5's safety classifiers sort cybersecurity requests into four categories rather than blocking all [...] The post Anthropic Details Claude Fable 5 Cybersecurity Safeguards and Jailbreak Framework appeared first on Cyber Security News.
Anthropic in talks with Samsung Electronics on chip production"···Big Tech firms keep 'knocking' on Samsung
U.S. artificial intelligence (AI) company Anthropic is reportedly in talks with Samsung Electronics to produce its own AI semiconductors. Attention is on whether Samsung Electronics foundry (contract chip manufacturing) will secure additional global clients after Tesla and Nvidia. On the 2nd (local time), the U.S. tech outlet The Information reported, citing multiple sources, that Anthropic has begun preparing to develop its own AI chips and is in talks with Samsung Electronics as a potential partner. Anthropic is said to be considering using the 2-nanometer process of Samsung Electronics foundry and advanced packaging facilities. Back in May, when Anthropic named Samsung Electronics, SK hynix, and Micron as 'strategic infrastructure partners' and stated, "The technologies of these companies play a key role in the global supply of memory, storage, and logic chips," the possibility was raised that Samsung Electronics could win orders to produce AI chips for Anthropic. Samsung Electronics is the only one among the three memory companies with capabilities in logic-chip design and manufacturing. Anthropic has not yet finalized a specific timetable for manufacturing AI chips. It is reportedly reviewing the functions and performance levels of the AI chips and how to integrate them into servers. If a plan for Anthropic to produce AI chips at Samsung Electronics does come to fruition, the foundry division is expected to secure another major client and, at the same time, lay the groundwork for improving foundry results. As Big Tech companies seek to reduce dependence on Nvidia and enter the race to produce their own chips, Samsung is emerging as an alternative to the already saturated foundry processes at Taiwan TSMC. Samsung Electronics is currently contract-manufacturing next-generation AI chips for Tesla and AI inference chips for Nvidia. Talks on foundry cooperation are reportedly also under way with Big Tech firms such as Apple and AMD. The Information reported that Google is also considering having Samsung Electronics handle TPU production.
India Seeks Access To Anthropic's Project Glasswing To Stress-Test Critical Digital Infrastructure
India is in talks with the US to secure access to Anthropic's Project Glasswing to stress-test critical digital infrastructure, even as the country begins testing its systems using AI models already available to it, Ministry of Electronics and Information Technology Secretary S Krishnan said. Speaking at the Confederation of Indian Industry Cybersecurity Summit, Krishnan said access to te Anthropic product would help India test the resilience of its systems against advanced AI capabilities. "We're talking with American counterparts to get access for Project Glasswing," he said, adding that it would be useful to "stress-test our systems on Anthropic's systems". However, India is not waiting for those discussions to conclude. Krishnan said the country already has the capacity to test critical code using existing models and that 60-70% of the exercise should be completed using those tools while talks with the US continue. The comments confirm what NASSCOM Chairperson Srikanth Velamakanni told NDTV Profit earlier this week: India should continue seeking access to the world's most advanced proprietary AI models, but simultaneously use increasingly powerful open-weight alternatives to probe vulnerabilities in its own infrastructure. Velamakanni had pointed to models such as Kimi K2.7, GLM 5.2 and Qwen 3.7, arguing that India should not remain dependent on a handful of proprietary frontier models for cybersecurity testing. Essential Business Intelligence, Sharp Market Insights, Practical Personal Finance Advice, Daily Fuel, Gold and Silver Prices and Latest Stories -- On NDTV Profit.
RaillyNews - US Ends Anthropic's AI Model Control
US Lifts Export Controls, Breathing New Life into Claude Mythos 5 and Fable 5 In a groundbreaking move, the US Department of Commerce has officially eliminated restrictions on exporting Claude Mythos 5 and Fable 5. This decision marks a significant shift in the global AI landscape, opening doors for enhanced innovation, commercial deployment, and international collaboration specific to these leading models. Companies, developers, and researchers worldwide are now eager to harness their full potential without regulatory hurdles that once hindered progress. What Prompted the Lift on Export Controls? The US government originally imposed these controls to prevent the proliferation of advanced AI models with potential national security implications. The primary objective was to regulate access, limit misuse, and ensure responsible deployment. However, after extensive evaluations and industry feedback, authorities realized that overly restrictive measures could hamper American competitiveness and innovation. In conclusion, they struck a balance, recognizing that controlled liberalization would foster growth without compromising security. This led to the decision to remove export bans on Claude Mythos 5 and Fable 5, which are among the most sophisticated AI language models available today. How Will the Resumption of Access Occur? Reinstating access isn't an overnight process; it proceeds through a phased, carefully monitored approach: * Initial Controlled Access: Trusted partners and regulatory-compliant entities will regain entry first, ensuring stability and safety. * Gradual Expansion: Based on real-world data and ongoing security assessments, access levels will expand incrementally. * Full Commercial Deployment: Once all security measures align, these models will be available broadly for diverse applications. This systematic rollout guarantees that safety and compliance are central throughout the process, reducing risks associated with misuse or unintended consequences. Impacts on Technology, Market, and Security Technical Repercussions The lifting of controls catalyzes advancements in AI deployment. Developers can now integrate Claude Mythos 5 and Fable 5 into a variety of applications, ranging from customer service bots, content generation, to complex problem-solving tools. Enhanced access also promotes innovation in regions previously restricted, accelerating global AI adoption. Market Dynamics With renewed access, competition among AI providers intensifies. Companies aiming to incorporate these models quickly adapt their strategies, leading to a more vibrant, competitive AI ecosystem. Price points, feature sets, and service models will evolve swiftly as organizations vie for market dominance. Security and Ethical Safeguards While the export controls are lifted, security measures remain paramount. Authorities will enforce strict monitoring, telemetry, and audit mechanisms. Companies must adhere to new transparency standards, including rigorous internal review processes and compliance audits, to ensure these models aren't exploited maliciously. What Does This Mean for Developers and Enterprises? Updated policies demand that organizations immediately review and revise their AI deployment strategies: Why This Shift Is a Game-Changer Removing export restrictions fundamentally alters the *landscape* for advanced AI models like Claude Mythos 5 and Fable 5. It empowers innovators to accelerate development cycles, deploy these models across diverse sectors, and explore new use cases -- collectively fueling economic growth and technological progress. Furthermore, this move highlights a balanced approach toward regulation and innovation, offering a template for other nations to follow. With responsible oversight, these models can propel society forward, addressing complex challenges from climate change to healthcare. Related Searches and Emerging Trends
I tried Anthropic's new Fable 5 with everyday prompts -- these are the 5 worth stealing
Anthropic's newest Claude model is back, these prompts show what it can do After briefly pulling Fable 5 following concerns about potential misuse, Anthropic has redeployed the model with stronger safeguards. Most everyday users won't notice what changed behind the scenes. But now that it's back, it's worth discovering what the model can actually do. According to Anthropic, Claude Fable 5 is designed to sustain longer, more complex tasks, reason across multiple images, verify its own work and complete projects that previously required several rounds of prompting. As someone who has tested it before it was pulled and after, I can honestly say it has held up to these promises. To show causal users how the model works, I decided to share some everyday prompts worth trying for yourself. To be fair, these prompts are a lot like having an English professor write a grocery list, but it does show off what Claude Fable 5 does best. 1. Plan an entire event from start to finish Prompt: Plan my kid's birthday party from start to finish: a theme, a guest list template, a shopping list with estimated costs, a two-week countdown checklist, and a rainy-day backup plan. Check your own work for anything I'd forget, then give me the final version. This prompt can be tweaked and reused for just about any event from personal to professional. It's one of the easiest ways to highlight how Claude can stay focused during a long, multi-step task. Older AI models often complete most of the request but quietly skip important details. Fable 5 is designed to keep track of everything while also reviewing its own work before finishing. 2. Turn your fridge into this week's meal plan Prompt: Here are photos of my fridge, pantry shelf and freezer. What can I make for dinner tonight without shopping? Then suggest the three grocery items that would unlock the most meals for the rest of the week. For most people, Claude isn't their first choice for meal prep. But this prompt asks Claude to do something much harder than simply analyze an image. It showcases the model's ability to reason across several different images, recognize overlapping ingredients and turn them into practical meal ideas. For an added bonus, you can even prompt Claude to create a meal prep app based on your preferences. Prompt it in plain English using the above prompt as a thought starter and then go from there. 3. Untangle confusing paperwork Prompt: Here's my lease, an email from my landlord and a photo of the notice taped to my door. In plain English, explain what's changing, what I'm responsible for, every deadline I should know about and the questions I should ask before signing anything. Real life is messy but to AI it's just a bunch of patterns. For that reason, leaning on AI to untangle confusing document, legal jargon or professional spreadsheets that seem overwhelming, can be useful. Important information rarely lives in one document, which makes this an excellent test of Claude's ability to connect information across multiple sources. Rather than simply summarizing each document individually, Claude combines everything into one easy-to-understand explanation, highlights important dates and points out anything that seems unclear or contradictory. As always, I'd treat this as informational help -- not legal advice. 4. Build me a tool, not just an answer Prompt: Research the best carry-on suitcases under $250, then build me an interactive comparison chart where I can change how much I care about weight, durability, warranty and price. This is another opportunity to use a prompt like this and then turn it into an app by simply adding, "Build a lightweight shopping tool for future purchases." After a few questions, Claude will build an app in real-time that you can use immediately. What I like about this prompt is instead of simply asking for recommendations, I'm asking Claude to research current products and then create something I can actually use to make a decision. 5. Give me honest feedback -- not compliments Prompt: Here's my draft. Don't just improve it. Tell me the three weakest parts, what someone reading it is likely to think and what I'm avoiding saying. Many AI assistants lean toward being overly encouraging. Claude happens to be one of the least people-pleasing of all the chatbots. Because of this, I often ask Claude for constructive criticism -- I know it will give it to me straight. When it comes to feedback, I'm less interested in grammar corrections and want to identify weak arguments, awkward phrasing or blind spots that I missed, that's the kind of response that actually helps improve productivity. Final thoughts Claude Fable 5 is making user interactions with AI feel more complete. The biggest promise isn't faster answers but far fewer interruptions and less need for follow-up prompts. .Fable 5 is designed to carry complex tasks all the way to the finish line while checking its own work along the way. If you already subscribe to Claude Pro, Max, Team or an eligible Enterprise plan, now is a good time to experiment. Through July 7, Fable 5 is included within part of your weekly usage allowance before moving to a usage-credit model, giving subscribers a chance to see what Anthropic's latest model can do without spending additional credits. One final note: don't be surprised if an occasional request gets redirected to Claude Opus instead. The redeployed version of Fable 5 includes stricter safety systems, and some prompts are automatically routed to another model. If you see that notification, it's working as intended -- not a bug. Follow Tom's Guide on Google News and add us as a preferred source to get our up-to-date news, analysis, and reviews in your feeds. Subscribe to Tom's Guide on YouTube and follow us on TikTok. Finally, you can visit our dedicated Tom's Guide Savings Squad hub for expert help on getting the best products for less.
SpaceX Went From $150 to $225 and Back in Under 2 Weeks -- Here's the Math That Explains Every Dollar of That Move
The long-awaited IPO of Space Exploration Technologies (NASDAQ: SPCX), or SpaceX for short, finally arrived on June 12. Shares shot up like a rocket on their first day of trading, soaring to $150 and then to $225 in short order. But the stock has reversed course just as quickly, falling back to around $150, a round trip that took place in under two weeks. A lot is happening with SpaceX right now, from rampant hype around space and artificial intelligence (AI) to the company's recent $60 billion acquisition of Cursor. But there is real, underlying math that helps explain why SpaceX stock is so volatile right out the gate, and what it might mean for the stock price moving forward. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks " Looking at SpaceX's quick surge and sudden decline SpaceX was the largest IPO in history, and arguably one of the most hyped. There were tons of investors who wanted to buy shares. By design, SpaceX only made a small portion of its total stock publicly available on IPO day, just 4.24%. These publicly tradable shares are called the float. The small float and overwhelming demand for SpaceX shares created a classic supply-and-demand situation, in which the stock price rocketed higher in the days immediately following its market debut. But demand eventually peaks, and investors saw SpaceX reverse course after reaching about $225 per share. Image source: The Motley Fool. So, why did the stock cool off? There are probably a few reasons. First, SpaceX's stock was very expensive at its high. Second, the company is funding its $60 billion acquisition of Cursor with stock, diluting existing investors. The market often sells off stocks in these scenarios to reflect the anticipated dilution. Lastly, IPO day is often when excitement peaks. Investors then have a few days to step back and assess, and that hype and excitement usually fade a bit. Where is the rest of SpaceX's stock? Newly public companies have lockup periods that prevent insiders and employees from dumping their stock into the buying frenzy on IPO day. While typical lockup periods are around 180 days, SpaceX is using a staggered lockup period that gradually allows insiders to sell and expand the float at a controlled pace. The earliest selling window opens after SpaceX's first earnings report, assuming the stock meets certain share price thresholds. There are several windows after that, building up to the traditional lockup expiration after 180 days. Additionally, CEO Elon Musk and other significant investors are subject to a 366-day lockup, allowing them to begin selling shares on June 14, 2027. Remember, investors can currently trade only 4.24% of SpaceX's total shares. The current float of approximately 555.6 million shares could multiply as these lockups expire over the next year. Circling back to the supply-and-demand dynamic, a steadily growing float puts a thumb on the supply side of the scale. Looking at where SpaceX's share price might go from here Meanwhile, SpaceX still trades at a $2 trillion market cap, approximately 110 times its 2025 revenue of $18.6 billion. It remains one of the market's most expensive stocks, even after the recent dip. High valuations create high expectations. The selling pressure could intensify if SpaceX cannot deliver the growth to justify such a high valuation. There are several reasons to love SpaceX as a long-term investment. That said, the stock's quick dip from $225 could be a warning sign of how quickly SpaceX can shed value if market sentiment turns against it. Understanding how the float will expand over the coming year will help investors weigh the risks of buying shares now versus waiting for the dust to settle. Should you buy stock in Space Exploration Technologies right now? Before you buy stock in Space Exploration Technologies, 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 Space Exploration Technologies 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 $400,101!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,212,683!* Now, it's worth noting Stock Advisor's total average return is 911% -- a market-crushing outperformance compared to 208% 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. See the 10 stocks " *Stock Advisor returns as of July 3, 2026. Justin Pope has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Anthropic Tightens AI Access Controls After Reports of China-Based Workarounds
Anthropic is strengthening measures to prevent unauthorized access to its artificial intelligence services from China after discovering that several Chinese companies had allegedly bypassed its restrictions, according to a Financial Times report published Thursday. The report, citing sources familiar with the matter, said companies including Ant Financial and ByteDance found alternative ways to use Anthropic's Claude AI models despite the company's restrictions on access from China. According to the report, Ant Financial reportedly provided employees with corporate Claude accounts linked to its Singapore-based subsidiary, allowing staff to use the AI platform through an overseas entity. ByteDance, meanwhile, allegedly reimbursed engineers for personal Claude subscriptions that were accessed through virtual private networks (VPNs), enabling users to connect to the service from China. While these methods reportedly do not violate either U.S. or Chinese laws, they are said to breach Anthropic's terms of service. The AI startup prohibits Chinese companies, as well as foreign entities under their control, from accessing or using its Claude AI models. In response, Anthropic has intensified efforts to identify and block unauthorized users. The company is reportedly monitoring customer accounts for indicators such as mismatched computer time zones and other signs that users may be attempting to circumvent geographic restrictions. The Financial Times also reported that Anthropic is targeting so-called "transfer station" services, which act as intermediaries by relaying requests through Claude accounts registered outside China. These services have reportedly become one of the methods used to access the AI platform despite regional limitations. In addition, some organizations are said to have used overseas subsidiaries combined with foreign cloud infrastructure, including Microsoft Azure, to access Claude's AI capabilities. The reported crackdown highlights the growing challenge facing AI developers as they seek to enforce regional access restrictions while demand for advanced generative AI tools continues to expand globally. Anthropic's latest efforts underscore the company's focus on protecting its platform, complying with its policies, and preventing unauthorized use of its AI technology across restricted markets.
SpaceX Went From $150 to $225 and Back in Under 2 Weeks -- Here's the Math That Explains Every Dollar of That Move
The long-awaited IPO of Space Exploration Technologies (NASDAQ: SPCX), or SpaceX for short, finally arrived on June 12. Shares shot up like a rocket on their first day of trading, soaring to $150 and then to $225 in short order. But the stock has reversed course just as quickly, falling back to around $150, a round trip that took place in under two weeks. A lot is happening with SpaceX right now, from rampant hype around space and artificial intelligence (AI) to the company's recent $60 billion acquisition of Cursor. But there is real, underlying math that helps explain why SpaceX stock is so volatile right out the gate, and what it might mean for the stock price moving forward. Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue " Looking at SpaceX's quick surge and sudden decline SpaceX was the largest IPO in history, and arguably one of the most hyped. There were tons of investors who wanted to buy shares. By design, SpaceX only made a small portion of its total stock publicly available on IPO day, just 4.24%. These publicly tradable shares are called the float. The small float and overwhelming demand for SpaceX shares created a classic supply-and-demand situation, in which the stock price rocketed higher in the days immediately following its market debut. But demand eventually peaks, and investors saw SpaceX reverse course after reaching about $225 per share. So, why did the stock cool off? There are probably a few reasons. First, SpaceX's stock was very expensive at its high. Second, the company is funding its $60 billion acquisition of Cursor with stock, diluting existing investors. The market often sells off stocks in these scenarios to reflect the anticipated dilution. Lastly, IPO day is often when excitement peaks. Investors then have a few days to step back and assess, and that hype and excitement usually fade a bit. Where is the rest of SpaceX's stock? Newly public companies have lockup periods that prevent insiders and employees from dumping their stock into the buying frenzy on IPO day. While typical lockup periods are around 180 days, SpaceX is using a staggered lockup period that gradually allows insiders to sell and expand the float at a controlled pace. The earliest selling window opens after SpaceX's first earnings report, assuming the stock meets certain share price thresholds. There are several windows after that, building up to the traditional lockup expiration after 180 days. Additionally, CEO Elon Musk and other significant investors are subject to a 366-day lockup, allowing them to begin selling shares on June 14, 2027.
Canaccord Genuity Remains a Buy on Kraken Robotics Systems Inc (PNG)
Canaccord Genuity analyst Aravinda Galappatthige maintained a Buy rating on Kraken Robotics Systems Inc today and set a price target of C$9.50. 4th of July Sale - 70% Off * Unlock powerful investing tools and data-driven insights with TipRanks Premium for more confident investment decisions. * Discover top stock picks and new investment opportunities through TipRanks' Smart Investor Newsletter. According to TipRanks, Galappatthige is a 3-star analyst with an average return of 1.8% and a 46.41% success rate. Galappatthige covers the Communication Services sector, focusing on stocks such as BCE, Stingray Group, and Cineplex. The word on The Street in general, suggests a Moderate Buy analyst consensus rating for Kraken Robotics Systems Inc with a C$9.50 average price target. Based on Kraken Robotics Systems Inc's latest earnings release for the quarter ending March 31, the company reported a quarterly revenue of C$21.71 million and a GAAP net loss of C$3.33 million. In comparison, last year the company earned a revenue of C$16.13 million and had a net profit of C$215 thousand
"That's human trafficking. Are you aware of that?": Malena Tudi and Nmplol's Discord messages surface
YouTuber Henry Resilient has shared screenshots of Discord messages between Malena Tudi and Nick "Nmplol." On July 2, 2026, Henry Resilient took to X to claim that Nmplol's divorce from Malena was "worse than he thought," and announced that he would be discussing the situation in an upcoming YouTube video. The content creator also shared two screenshots of Nick and Malena's Discord conversation from May 29, 2024, which contained the following text: Malena: "Nick. You're controlling me always. Always." Nmplol: "Hey re**rd." Malena: "And when I'm not controlled you lose your ****." Nmplol: "You're done nothing for 6 months. Stop gaslighing me." Malena: "^" Nmplol: "Jesus. That's not controlling you that's saying a fact. hello." Malena: "What about the bank account then?" Nmplol: "I asked my dad about that and he agrees." Malena: "Gaslighting me for years saying I'm crazy. Too crazy to be on the account." Nmplol: "My mom didn't have access to that at all." Malena: "With MY MONEY in it." Nmplol: "And she got her half when they divorced." Malena: "That's human trafficking are you aware of that?" Nmplol: "Lmao it's not." Malena: "It is. Working for free whilst controlling the money of a foriegn citizen." Nmplol confirms Discord messages between him and Malena Tudi are real, claims they are "exhibitions from his case that have been discussed, submitted, and scrutinized" by lawyers and judges On July 2, 2026, Nmplol commented on a thread on the r/LivestreamFail subreddit, in which Felix "xQc" read the aforementioned Discord messages between him and Malena Tudi. According to the OTK (One True King) member, the Discord chat logs were evidence in his case, which had "already been discussed, submitted, and scrutinized by lawyers and judges": "These are exhibitions from my case that have already been discussed, submitted, and scrutinized by lawyers and judges. Out of context screenshots might sway some haters online but it had no bearing in the actual court that mattered." The 35-year-old then provided context for the text conversation between him and his ex-wife: "For context, this wasn't about having ACCESS to my account, which she had for years (Her own log in to my account), and had her own personal credit card (Attached to my account), it was for her to CO OWN my account which I said no. She could have withdrawn, sent funds etc., and had the same banking restrictions I had, I was just the owner. She wanted to have her name be right beside mine and I said no. The judge agreed with me as well that this IS NOT financial abuse. I am not going to relitigate my case with the lawyers of reddit. All of this stuff has been seen by actually qualified people and they came to the correct decision. Everything you are gonna see with that ugly watermark on it has been discussed by actual judges and lawyers." As of this writing, Malena Tudi has not issued a statement regarding the Discord messages that have surfaced on social media.
