WS #14171

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Anthropic's Q2 revenue surged 1361% to $115B with positive adjusted operating profit, reinforcing the AI infrastructure bull case. Berkshire raises Alphabet and homebuilder stakes, signaling confidence in tech and housing, potentially lifting those sectors. Meta ordered to pay $567M in New Mexico for harm to minors, adding to regulatory overhang on social media companies.

Anthropic IPO and AI revenue surge

Anthropic's Q2 revenue surged 1361% to $115B with positive adjusted operating profit, reinforcing the AI infrastructure bull case.

Berkshire raises Alphabet and homebuilder stakes, signaling confidence in tech and housing, potentially lifting those sectors.

Meta ordered to pay $567M in New Mexico for harm to minors, adding to regulatory overhang on social media companies.

Full world state #14171