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Source document· February 27, 2026

Tech stocks today: President Trump orders US government to stop using Anthropic tech amid Pentagon feud

View original at finance.yahoo.com
Tech stocks today: President Trump orders US government to stop using Anthropic tech amid Pentagon feud The feud between Anthropic and the Department of Defense ratcheted up on Friday after President Trump ordered all government agencies to immediately cease using the artificial intelligence startup's technology…
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  • Data Center revenue for Q4 was a record $62.3 billion, up 75% year-over-year and 22% sequentially, driven by accelerated computing and AI

    80% confidence
  • This is a simple request that will prevent Anthropic from jeopardizing critical military operations and putting warfighters at risk

    80% confidence
  • Nvidia is ready to push into making CPUs that Intel and AMD are known for

    80% confidence
  • DOD's contract language made virtually no progress on preventing Claude's use for mass surveillance or autonomous weapons

    80% confidence
  • If Anthropic doesn't cooperate during phase-out, he will use full power of presidency to force compliance with civil and criminal consequences

    80% confidence
  • Anthropic cannot in good conscience agree to Pentagon's request for unrestricted AI model usage

    80% confidence
  • DOD has no interest in using AI to conduct mass surveillance of Americans or develop autonomous weapons without human involvement

    80% confidence
  • What we are witnessing is not a temporary squeeze, but a tsunami-like shock originating in the memory supply chain

    80% confidence
  • The federal government will immediately cease all use of Anthropic's technology

    80% confidence
  • Hyperscaler revenue remained the largest customer category at slightly over 50% of Data Center revenue in Q4

    80% confidence
  • The assumption that Pentagon will use Anthropic's tools for mass surveillance or autonomous weapons is a fake narrative peddled by leftists in the media

    80% confidence
  • He is confident in hyperscalers' cash flow growing due to agentic AI and enterprise compute demand

    80% confidence
  • Capital expenditures will increase from $15.4 billion in 2025 to at least $30 billion in 2026

    80% confidence
  • The global smartphone market, particularly Android manufacturers, faces a significant threat

    80% confidence
  • There will be a six-month phase-down period for agencies like DOD that use Anthropic's products

    80% confidence
  • OpenAI is working on a deal to help resolve the feud between Anthropic and the Department of Defense

    80% confidence
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Obesity and Immunology Readouts, Big Pharma M&A and AI-Designed Drugs Converge Into a Q4 2026 Catalyst Wave
Late-stage data and deal activity are clustering ahead of Q4 2026. Novo Nordisk's CagriSema won Best Abstract at EASD 2026 for its brain and body (fMRI/MRI) data, Lilly showed ADtouch results for EBGLYSS and agreed to buy Merida Biosciences for $2.9B, and Merck's tulisokibart hit its Phase 2b endpoints. A key regulatory catalyst follows: the FDA PDUFA date for the ivonescimab BLA on 2026-11-14. AI-designed rentosertib showing anti-aging effects adds a speculative AI-drug-discovery thread, while QAIAx's microcities trial and QIII pilot (planned 2027-01-01) are peripheral, forecast-only items.
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