IBM’s first-quarter revenue growth decelerated, driven by weakness in its software segment. Investors fear AI tools could automate and reduce demand for routine software services, sending IBM shares down 6.5% after hours. On the earnings call, CEO Arvind Krishna said regional disruptions, including Middle East tensions, had minimal impact on results.

Anthropic jumped from $9 billion at end-2025 to a $30 billion annualized run rate in just one quarter, outpacing OpenAI, Zoom, Snowflake and even early Google. This marks the fastest organic revenue scale at that level in history, driven purely by customer demand for its Claude AI.