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Forkast News15d agoneutral
Clay Hits $7.1B Valuation as the Revenue-Generating Agent Market Runs Hot

Clay has reached a $7.1 billion valuation following a $115 million Series D funding round led by Wellington Management. The round included participation from Sequoia, a16z, StepStone, Perennial, CapitalG, and DST. This valuation marks a significant increase from the $3.1 billion mark the company held in August 2025, representing more than a doubling of value […]

My First Impressions of the New Folding iPhone Duo
The Wall Street Journal15d agoneutral
My First Impressions of the New Folding iPhone Duo

WSJ’s Nicole Nguyen tried out the new foldable iPhone Duo following Apple’s keynote address. The $1,999 device is the biggest shake-up to Apple’s smartphone lineup in years. CUPERTINO, Calif.—As I watched a Netflix show on Apple’s first foldable, the iPhone Duo, I had two surprising thoughts.

Star AI Researcher Is Leaving Meta
The Wall Street Journal15d agoneutral
Star AI Researcher Is Leaving Meta

Andrew Tulloch, the star AI researcher who was offered a pay package worth more than $1 billion to join Meta Platforms last year, is leaving the company, according to people familiar with the situation. Tulloch’s hiring was a coup for Meta and capped a frantic recruiting spree last summer, when Meta threw money at researchers to try to catch up in the race to build artificial intelligence.

Legal AI leaders like Harvey are sprinting to scale while they still can
Pitchbook16d agoneutral
Legal AI leaders like Harvey are sprinting to scale while they still can

As the big frontier model makers muscle into legal tech, venture dollars are consolidating around a select few leaders who have gone on acquisition sprees. Legal AI provider Harvey’s $550 million raise accounts for 16% of the $3.35 billion invested in legal tech companies globally so far in 2026, according to PitchBook data. Lightspeed and Diffusion co-led the round, which valued the company at $15.5 billion. Add Harvey’s previous $200 million fundraise in March, as well as competitor Legora‘s $

Forkast News16d agoneutral
Google Commits €13B to Finland AI Infrastructure, Securing Its First Non-US Nuclear Deal

Google Commits €13B to Finland AI Infrastructure, Securing Its First Non-US Nuclear Deal Google’s commitment of €13 billion toward AI infrastructure in Finland marks a definitive shift in the data centers strategy of hyperscalers. By anchoring its expansion to a 22-year power purchase agreement (PPA) with Fortum for output from the Loviisa nuclear plant, Google […]

Should You Buy Alphabet Stock For The Chips It Now Sells?
Trefis16d agoneutral
Should You Buy Alphabet Stock For The Chips It Now Sells?

Alphabet (GOOGL) stock has drifted, returning negative 6.8% over the past three months while the S&P 500 returned 3.6%. The strongest evidence for upside from here is not in the advertising business that pays the bills. It sits in a revenue line the company only began recognizing in the second quarter of 2026: TPU system sales, shipped into customers' own data centers.

Can Microsoft Stock Keep Earning Like This?
Trefis16d agoneutral
Can Microsoft Stock Keep Earning Like This?

Microsoft (MSFT) is coming off the most profitable stretch it has posted in years, and its stock trades at $493.95, about 92% of its 52-week high. Nothing here is broken. The risk is quieter than that. The spending that came with those margins is still climbing, and the company has already told shareholders what it expects that to do to fiscal 2027.

Broadcom (AVGO) Faces Google Chip Risks, But Macquarie Sees a $40 Billion Anthropic Opportunity
Insider Monkey16d agoneutral
Broadcom (AVGO) Faces Google Chip Risks, But Macquarie Sees a $40 Billion Anthropic Opportunity

Broadcom Inc. (NASDAQ:AVGO) could be one of the biggest beneficiaries of Anthropic’s accelerating compute requirements. The opportunity comes amid growing concerns that Google’s decision to develop more of its chips internally could threaten Broadcom’s custom silicon business. However, Macquarie analyst Arthur Lai argued on September 3 that many of these concerns may already be priced […]