Anthropic Pushes Stock-Market Debut to November
Anthropic may go public in November at about $2 trillion after delaying an October window to show Q3 results following OpenAI’s Astra launch.
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Google Ad-Tech Ruling Gives Magnite a Big Lift as Analysts Raise Target to $32
The unredacted Google ad-tech opinion is a win for independent SSPs.
Google Starts Paying Publishers for AI Answers — Wells Fargo Says That Weakens Reddit’s Case
A new Google pilot pays publishers when content powers AI answers. Analysts say that cuts against Reddit’s push for more outbound traffic.
Oppenheimer Upgrades Etsy to Outperform on AI Search and App Gains
The firm cites AI search, easier product discovery, stronger app engagement, and a durable competitive moat.
Meta Extends Rally After Rolling Out Muse Personal AI Agent
Meta’s Muse AI agent can shop, send emails and book travel, while analysts say it could take market share from Amazon and Alphabet and pose a potential threat to Shopify.
Google Avoids AdTech Breakup — Why Analysts Still See a Win for Magnite
Google will not sell AdX. A Virginia judge chose milder fixes, marking the third time U.S. courts have rejected a Big Tech breakup. Craig-Hallum says Magnite, the No. 2 SSP, still has the most to gain.