We’re making several more trims, targeting tech and an economically sensitive automaker due to our concerns about an aggressively hawkish Fed.
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We’re trimming tech stocks and an automaker because it never pays to fight the Fed
Technology
Palantir rallies 15% for the week as Iran war boosts prospects, muting Anthropic concern
Palantir Technologies CEO Alex Karp attends the 56th annual World Economic Forum (WEF) meeting in Davos, Switzerland, January 20, 2026. Denis Balibouse | Reuters Palantir was an outlier in a tough week for the stock market, as the provider of software and services to the U.S. government saw its stock rally 15% following the U.S. […]
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Technology
Amazon says Anthropic’s Claude still OK for AWS customers to use outside defense work
Amazon CEO Andy Jassy speaks during a keynote address at AWS re:Invent 2024, a conference hosted by Amazon Web Services, at The Venetian Las Vegas on December 3, 2024 in Las Vegas, Nevada. Noah Berger | Getty Images Amazon said Friday it will continue offering Anthropic’s artificial intelligence technology to its cloud customers, excluding work […]
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Technology
AI’s got a gender gap: Women are more skeptical
The logos of Google Gemini, ChatGPT, Microsoft Copilot, Claude by Anthropic, Perplexity, and Bing apps are displayed on the screen of a smartphone in Reno, United States, on November 21, 2024. Jaque Silva | Nurphoto | Getty Images The artificial intelligence craze faces a significant gender gap, with more men showing enthusiasm about the technology, […]
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