Investing.com -- President Trump on Friday directed all federal agencies to immediately cease using Anthropic’s technology, following the AI company’s refusal to remove restrictions on military use of its products.
The President announced a six-month phase-out period for agencies currently using Anthropic’s technology, including the Department of War. Trump warned the company to cooperate during the transition or face civil and criminal consequences.
The directive... (continue reading...)
Investing.com -- Deutsche Bank told clients in a note on Friday that a tie-up between Warner Bros. Discovery and Paramount Skydance would create a powerful global streaming player, following Warner’s announcement that its board has deemed PSKY’s $31-per-share bid a superior offer.
Analyst Bryan Kraft raised his price target on Warner Bros. Discovery to $31 but cut the rating to Hold, given the “limited upside potential.”
Kraft wrote that PSKY’s proposal is “a Superior... (continue reading...)
Investing.com -- The Internet sector is under pressure as investors reassess how emerging Agentic artificial intelligence tools could reshape traffic patterns, competition and monetization models, according to Bank of America.
Analyst Justin Post wrote that the group is down 17 percent on average this year, sharply underperforming the S&P, even as many companies posted revenue strength in the fourth quarter.
Post said that “multiple compression on AI risk has been the... (continue reading...)
Investing.com -- Dollar Tree was downgraded to Neutral from Buy at Citi on Friday, which said the stock’s sharp rebound has left limited upside despite solid operational progress.
Citi analyst Paul Lejuez wrote that while the company is “showing signs of success in its multi-price strategy,” the shares have doubled off their low following the U.S. administration’s April 2025 tariff announcement.
Citi said the stock is now trading within 3% of its $132 target price,... (continue reading...)
Investing.com -- Shares of Barclays (LON:BARC), Apollo Global Management (NYSE: APO), Jefferies Financial Group (NYSE: JEF), and Wells Fargo (NYSE: WFC) fell Friday following concerns over their exposure to Market Financial Solutions Ltd., a UK mortgage firm that collapsed this week.
Barclays declined 3.4%, Apollo fell 7%, Jefferies dropped 8%, and Wells Fargo fell 4% as the extent of potential losses from the failed lender became apparent.
Creditors of MFS warned of a... (continue reading...)
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