Microsoft says Anthropic products can remain available to customers after security risk designation

Microsoft says Anthropic products can remain available to customers after security risk designation

Microsoft said Thursday that it will keep startup Anthropic’s artificial intelligence technology embedded in its products for clients, excluding the U.S. Department of War. The statement comes on the same day the federal agency informed Anthropic that it would label the company a supply-chain risk. Anthropic subsequently said it intends to challenge the move in…

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Broadcom CEO’s copper commitment tanks Corning shares — but sellers are mistaken

Broadcom CEO’s copper commitment tanks Corning shares — but sellers are mistaken

Shares of optics maker Corning are tumbling Thursday, likely in response to comments from well-respected Broadcom CEO Hock Tan on the chipmaker’s earnings call the prior evening. But the market reaction seems like a clear-cut overreaction based on Corning’s own guidance and industry outlook. A key pillar of our investment thesis in Corning is the…

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Cloud stocks jump, led by OKTA

Cloud stocks jump, led by OKTA

Traders work on the floor at the New York Stock Exchange, March 3, 2026. Brendan McDermid | Reuters Cloud and software stocks were a rare bright spot amid Thursday’s market drop. The WisdomTree Cloud Computing Fund (WCLD) gained 2.7%, putting the exchange-traded fund on track for its best day since April 24, when it jumped…

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