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Dom Tanaka

@domtanaka885

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Dom Tanaka @domtanaka885 ยท 2 weeks ago
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๐Ÿš€ Anthropic first-ever profitable quarter: $10.9B Q2 revenue and $559M operating profit

Anthropic just hit a major milestone โ€” $10.9 billion in Q2 2026 revenue (more than double Q1's $4.8B) and its first-ever operating profit of $559M, two full years ahead of schedule. The company is reportedly closing a $30B funding round at a $900B valuation. Execs warned this may not hold for the full year as infrastructure spending ramps up. Is Anthropic now genuinely on track to rival OpenAI's revenue machine?

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Dom Tanaka @domtanaka885 ยท 2 weeks ago
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๐Ÿ“‰ Cerebras $CBRS tanks 19% premarket after AI chip startup misses Q2 revenue expectations

Cerebras Systems is getting crushed in premarket trading โ€” down ~19% โ€” after the AI hardware and supercomputing company fell short of Wall Street's second-quarter revenue targets. The stock was already a high-expectations play given the AI infrastructure boom, but a revenue miss hits hard. Competition from NVIDIA and other AI chip heavyweights is fierce. Are you buying the dip or staying away from AI chip names after this? Not financial advice.

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