Wall Street analysts are still bullish on Alphabet despite disappointing quarter and YouTube struggles

Wall Street analysts are still bullish on Alphabet despite disappointing quarter and YouTube struggles



Alphabet missed estimates for the first quarter, with YouTube revenue a weak spot. But Wall Street analysts reiterated their positive ratings on the stock.



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Palantir is still using Anthropic’s Claude as Pentagon blacklist plays out, CEO Karp says
Technology

Palantir is still using Anthropic’s Claude as Pentagon blacklist plays out, CEO Karp says

Palantir is still using Anthropic’s Claude as the artificial intelligence startup’s clash with the Pentagon plays out, CEO Alex Karp told CNBC Thursday. “The Department of War is planning to phase out Anthropic; currently, it’s not phased out,” Karp told CNBC’s Seema Mody at Palantir’s AIPcon 9 in Maryland. “Our products are integrated with Anthropic, […]

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Anthropic’s Claude would ‘pollute’ defense supply chain: Pentagon CTO
Technology

Anthropic’s Claude would ‘pollute’ defense supply chain: Pentagon CTO

Defense Department CTO Emil Michael on Thursday said Anthropic’s Claude artificial intelligence models would “pollute” the agency’s supply chain because they have “a different policy preference” that is baked in. “We can’t have a company that has a different policy preference that is baked into the model through its constitution, its soul, its policy preferences, […]

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Oil reserves, tariff investigations, airline fuel prices and more in Morning Squawk
Technology

Oil reserves, tariff investigations, airline fuel prices and more in Morning Squawk

1. Barrel roll-out Pumpjacks operate while others stand idle in the Belridge oil field on March 10, 2026 near McKittrick, California. Mario Tama | Getty Images The member states of the International Energy Agency yesterday agreed to release 400 million barrels of oil from its reserves, the largest release from the agency’s emergency stockpile ever. […]

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