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ANTHROPIC is exploring building more in-house payments and billing infrastructure.

2026-09-04

ANTHROPIC is exploring building more in-house payments and billing infrastructure.

Other News
2026-09-04

U.S. stocks opened lower Friday Sept. 4: Dow Jones Industrial Average down 187.99 pts (-0.35%) at 53,498.12; S&P 500 down 9.83 pts (-0.13%) at 7,737.76; Nasdaq Composite down 3.86 pts (-0.02%) at 26,580.20.

U.S. stocks opened lower Friday Sept. 4: Dow Jones Industrial Average down 187.99 pts (-0.35%) at 53,498.12; S&P 500 down 9.83 pts (-0.13%) at 7,737.76; Nasdaq Composite down 3.86 pts (-0.02%) at 26,580.20.
2026-09-04

Goldman says Broadcom’s AI-driven growth over the next two years will come materially from new customers beyond Google — including ANTHROPIC, OpenAI and Meta — and has materially raised its 2028 revenue and earnings forecasts. Goldman now models fisc

Goldman says Broadcom’s AI-driven growth over the next two years will come materially from new customers beyond Google — including ANTHROPIC, OpenAI and Meta — and has materially raised its 2028 revenue and earnings forecasts. Goldman now models fiscal 2027 and 2028 revenues at about $125bn and $240bn versus company guidance of >$115bn and >$230bn. A rising mix of custom AI chips should continue to pressure gross margins, but scale should keep operating margins roughly stable. Goldman maintains Buy, raising the PT from $525 to $540; upside scenario $756, downside $234. (Goldman Sachs report, Sept. 2)
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