After a $2.5 Trillion Wipeout, Tech Investors Brace for More Pain

By: Andrew Ross Sorkin， Bernhard Warner， Sarah Kessler， Michael J. de la Merced， Niko Gallogly， Brian O’Keefe， Sri Muppidi， Ian Mount and Peter Eavis

6 November 2026 at 13:07

A stock rally fueled in part by artificial intelligence is being tested after Democrats’ landslide election victories.

Yesterday’s $2.5 trillion sell-off of major tech stocks has investors on edge about the durability of the artificial intelligence sector.

After a $2.5 Trillion Wipeout, Tech Investors Brace for More Pain

NYT - Business

By: Andrew Ross Sorkin， Bernhard Warner， Sarah Kessler， Michael J. de la Merced， Niko Gallogly， Brian O’Keefe， Sri Muppidi， Ian Mount and Peter Eavis

6 November 2026 at 13:07

A stock rally fueled in part by artificial intelligence is being tested after Democrats’ landslide election victories.

How A.I. Just Blew Up a Key Tenet of Computer Science

NYT - Home Page

By: Cade Metz

6 November 2026 at 10:02

A longstanding hypothesis held that some problems would always be hard for computers to solve quickly. But OpenAI disproved it — raising the possibility of radical new efficiencies.

What Shaped Anthropic CEO Dario Amodei’s Thinking on A.I.

NYT - Home Page

By: Ryan Mac， Kalley Huang， Cade Metz and Georgia Gee

5 November 2026 at 10:00

Some call him a doomer. Others see him as a responsible technologist. Here’s how the Anthropic chief executive’s thinking on artificial intelligence was shaped.

What Shaped Anthropic CEO Dario Amodei’s Thinking on A.I.

NYT - Technology

By: Ryan Mac， Kalley Huang， Cade Metz and Georgia Gee

6 November 2026 at 17:09

Some call him a doomer. Others see him as a responsible technologist. Here’s how Dario Amodei’s thinking on artificial intelligence was shaped.

What Shaped Anthropic CEO Dario Amodei’s Thinking on A.I.

NYT - Business

By: Ryan Mac， Kalley Huang， Cade Metz and Georgia Gee

6 November 2026 at 17:09

Some call him a doomer. Others see him as a responsible technologist. Here’s how Dario Amodei’s thinking on artificial intelligence was shaped.

OpenAI and Anthropic Set Up ‘War Rooms’ to Fight Disinfo About Midterm Elections

NYT - Technology

By: Steven Lee Myers

3 November 2026 at 18:25

OpenAI, Anthropic and other tech companies have vowed to protect Tuesday’s elections from efforts to undermine democracy.

OpenAI employees work inside the company’s Election Operations Center in San Francisco.

OpenAI and Anthropic Set Up ‘War Rooms’ to Fight Disinfo About Midterm Elections

NYT - Business

By: Steven Lee Myers

3 November 2026 at 18:25

OpenAI, Anthropic and other tech companies have vowed to protect Tuesday’s elections from efforts to undermine democracy.

Anthropic Reveals $17 Billion in Revenue as I.P.O. Approaches

NYT - Technology

By: Lauren Hirsch

2 November 2026 at 18:55

The A.I. company’s quarterly revenue totaled $17 billion, 12 times as high as the same quarter last year, while its net loss totaled $23 billion.

Anthropic’s chief executive, Dario Amodei, in San Francisco, in September.

Anthropic Reveals $17 Billion in Revenue as I.P.O. Approaches

NYT - Home Page

By: Lauren Hirsch

2 November 2026 at 15:48

The A.I. company’s quarterly revenue totaled $17 billion, 12 times higher than the same quarter a year ago, while its net loss totaled $23 billion.

Anthropic chief executive, Dario Amodei, in San Francisco, in September.

Inside Anthropic’s Hunt for A.I. Computing Power

NYT - Technology

By: Sri Muppidi and Kalley Huang

2 November 2026 at 18:01

The company went on a deal spree with tech giants, former crypto miners and others to gain computing power to further its artificial intelligence ambitions.

Inside Anthropic’s Hunt for A.I. Computing Power

NYT - Home Page

By: Sri Muppidi and Kalley Huang

2 November 2026 at 18:01

The company went on a deal spree with tech giants, former crypto miners and others to gain computing power to further its artificial intelligence ambitions.

Anthropic Reveals $17 Billion in Revenue as I.P.O. Approaches

NYT - Business

By: Lauren Hirsch

2 November 2026 at 18:55

The A.I. company’s quarterly revenue totaled $17 billion, 12 times as high as the same quarter last year, while its net loss totaled $23 billion.

The Tech Tumult Rocks Wall Street

NYT - Business

By: Andrew Ross Sorkin， Bernhard Warner， Sarah Kessler， Michael J. de la Merced， Niko Gallogly， Brian O’Keefe， Sri Muppidi， Lauren Hirsch and Ian Mount

30 October 2026 at 16:06

Investors are growing nervous about the huge spending bills that tech giants are amassing to pay for their bets on artificial intelligence.

Are We in an A.I. Bubble? We’re About to Find Out.

NYT - Technology

By: Max Read， Whitney Jones， Sawyer Roque， Vjeran Pavic， Daniel Ramirez， Dan Powell， Marion Lozano and Alyssa Moxley

30 October 2026 at 10:00

“This is the first pure-play L.L.M. company to go public, to open its books so we can actually look at the underlying business of this A.I. boom.”

Investors Brace for Big Tech’s A.I. Spending Bill

NYT - Business

By: Andrew Ross Sorkin， Bernhard Warner， Sarah Kessler， Michael J. de la Merced， Niko Gallogly， Brian O’Keefe， Sri Muppidi and Ian Mount

28 October 2026 at 11:48

Tech stocks have rebounded before pivotal earnings reports from artificial intelligence hyperscalers like Google and Microsoft.

Strong demand for Azure, Microsoft’s cloud computing offering, has helped bolster the tech giant’s bottom line.

Who Stands to Gain From an Anthropic I.P.O.

NYT - Business

By: Andrew Ross Sorkin， Bernhard Warner， Sarah Kessler， Michael J. de la Merced， Niko Gallogly， Brian O’Keefe， Sri Muppidi， Lauren Hirsch and Ian Mount

27 October 2026 at 12:15

Wall Street banks and chipmakers are among those poised to capitalize on the artificial intelligence giant’s public trading debut.

Big questions are hanging over Anthropic and its expected I.P.O.

In Anthropic I.P.O., Goldman and Morgan Stanley Slug It Out for Top Bank

NYT - Business

By: Lauren Hirsch and Sri Muppidi

27 October 2026 at 10:09

Anthropic named the Wall Street firms lead underwriters on its upcoming public offering, a role that will generate generous fees and enormous prestige.

The Goldman Sachs headquarters, center, in Lower Manhattan.

In Anthropic I.P.O., Goldman and Morgan Stanley Slug It Out for Top Bank

NYT - Business

By: Lauren Hirsch and Sri Muppidi

27 October 2026 at 09:05

Anthropic named the Wall Street firms lead underwriters on its upcoming public offering, a role that will generate generous fees and enormous prestige.

Election Surprises

NYT - World

By: Katrin Bennhold

26 October 2026 at 21:37

Serbia and Brazil are very different countries. But their unexpected election results tell us a lot.

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