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News articleYahoo Finance· March 9, 2026

Tech stocks today: OpenAI's robotics leader resigns after Pentagon deal, Anthropic prepares to battle ban

View original at finance.yahoo.com
Tech stocks today: OpenAI's robotics leader resigns after Pentagon deal, Anthropic prepares to battle ban Anthropic (ANTH.PVT) continued to clash with the Defense Department after the artificial intelligence startup was notified that it was designated a "supply chain risk for national security" by the US government…
Opening lines of the source · Yahoo Finance · short snapshot — read the full document at the original

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  • Small amounts of H200 products for China-based customers were approved by US government but Nvidia has yet to generate any revenue and doesn't know whether imports will be allowed into China

    80% confidence

  • CPUs are growing but GPUs are not slowing down because there's more and more workloads

    80% confidence

  • Nvidia will invest $30 billion in OpenAI and this will likely be the last investment opportunity before OpenAI goes public

    80% confidence

  • Autonomous vehicles and robotaxis will be the most significant change agent in the Auto 2.0 landscape with Tesla at the forefront

    80% confidence

  • Monday was Anthropic's largest single day for sign-ups ever

    80% confidence

  • Broadcom achieved record first quarter revenue on continued strength in AI semiconductor solutions, with Q1 AI revenue of $8.4 billion growing 106% year over year

    80% confidence

  • Nvidia's $10 billion investment in Anthropic will probably be the last

    80% confidence

  • MacBook Neo is one of the most important announcements for Apple in the Mac product line and represents a shift in the history of the Mac

    80% confidence

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What we're seeing
Pharma Pipeline Catalysts and M&A Heat Up as AI-Designed Drugs Enter the Clinic
Late-September 2026 brought a dense run of clinical readouts: Novo Nordisk's CagriSema data at EASD, Lilly's ADtouch results for EBGLYSS, and Merck's tulisokibart Phase 2b result. Lilly's $2.9B Merida Biosciences acquisition and the 2026-11-14 FDA PDUFA date for ivonescimab sit alongside these as the main deal and regulatory events. AI-designed drugs such as rentosertib, and speculative AI-linked trial ventures such as QAIAx, are moving from hype toward clinical validation. Broader AI-sector regulatory and legal friction (Tesla Cybercab probe, xAI Minnesota ruling, OpenAI lawsuits) shows rising scrutiny that could spill into AI-driven healthcare.
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EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
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ING Group
Both facts record the same metric (shares_outstanding) for ING Group at the identical observation date (2025-12-31). FACT A states 2,902,437,688 shares; FACT B states 2,902 million shares (2,902,000,000). The difference is 437,688 shares (~0.015%). This is a genuine value conflict, though the discrepancy appears to result from FACT B rounding to the nearest million while FACT A provides the precise count.
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