Top Companies' AI Moves

Today's Stories

1. 1

   AT&T's biggest fiber year targets 8 million new locations

   AT&T is running its largest year ever for fiber expansion, a plan for 8 million new locations, and expects $23 billion to $24 billion of capital investment in 2026. The lead subscriber metric is now one blended line — more than 1 million Advanced Connectivity subscribers in Q2 2026, folding fiber, fixed wireless and postpaid phones together — rather than separate fiber and phone figures.

   The test is Fiber ARPU excluding the Lumen footprint when Q3 2026 is reported; the market has not agreed yet, with the stock down about 7% over the past year while the S&P 500 gained close to 19%.

2. 2

   Anthropic's Claude targets financial advisors with new tool

   Anthropic launched a new Claude tool aimed at financial advisors, and the offering includes integrations with BlackRock and Charles Schwab. This is the first time the article says Claude is being packaged specifically for the financial-advisor segment, rather than general business users.

   The integrations are the key detail — the tool's usefulness for advisors hinges on how these connections work in practice. No pricing or availability date is stated.

3. 3

   Anthropic taps Schwab for wealth management AI push

   Anthropic is targeting wealth management with new AI tools and a partnership with Charles Schwab, as reported by Barron's. The move takes Anthropic beyond its earlier focus and into a specific financial-services niche, pairing its AI with Schwab's wealth management reach, according to Barron's.

   The test is whether Schwab's advisors put the tools to work; watch for details on availability and which tasks the tools handle, per Barron's.

4. 4

   Vertiv vs Broadcom: AI revenue hits $16.7 billion

   Vertiv agreed to buy UtilityInnovation Group for about $1.45 billion, and Broadcom's fiscal Q3 2026 AI semiconductor revenue reached $16.7 billion, up 221% year over year. Vertiv's net sales grew 24% year over year in Q2 2026, while Broadcom now guides fiscal 2026 AI revenue to roughly $58 billion, versus the prior scale of its custom chip business.

   The VRT deal's close hinges on regulatory approvals, targeted for Q4 2026. Watch Broadcom's Q4 fiscal 2026 target of $21.7 billion in AI revenue.

5. 5

   CrowdStrike Jumps 12% as Amodei, Altman AI Safety Warnings Fuel Security Bid

   CrowdStrike rose 12% to $232.08, Zscaler 12% to $183.97, and Palo Alto Networks 11% to $366.40 in midday Monday trading, after Anthropic CEO Dario Amodei's Saturday essay urged frontier labs to slow capability improvements. The First Trust NASDAQ Cybersecurity ETF rose just 4% while the S&P 500 ETF fell 0.7%, showing the bid is concentrated in pure-plays rather than the wider sector. CrowdStrike's Q3 FY27 report, guiding $1.52 billion in revenue, will test whether AI safety fears translate into bookings.

   The gains hinge on sentiment tied to weekend warnings rather than confirmed spending, and the test is whether CrowdStrike's Q3 FY27 report shows real booking growth.

6. 6

   Seagate ships HAMR Mozaic now, Western Digital waits to 2027

   Seagate posted Q4 revenue of $3.63B, up 48.5% YoY, and is shipping Mozaic 4 HAMR drives up to 44 terabytes to 75% of leading cloud customers. Western Digital reported $3.75B revenue, up 43.8% YoY, and will ship its 44TB Hammer drive in 1H 2027. Seagate's gross margin expanded to 52.3% from 37.4% YoY and free cash flow hit a record $3.1B, while Western Digital's cost-per-terabyte fell only about 8% YoY as it stretches ePMR. The first-mover gap on HAMR is now reflected in margins.

   Seagate's ability to push 70% of nearline exabytes onto HAMR by fiscal 2027 without yield issues is the key test, while Western Digital's 44TB Hammer qualification with hyperscalers in early 2027 is critical. Also monitor LTA pricing negotiations extending to 2029–2031.