Evening Scan

Meta's post-earnings slide was today's most-watched number, but cloud pulled further ahead. Anthropic is apparently worth almost as much as Goldman Sachs.

$7B+ — What venture investors poured into voice AI startups in Q1 2026 alone, more than any previous quarter. (Newcomer)

Alphabet and Amazon Outpace Meta as Big Tech Q1 Earnings Confirm Cloud Dominance

Google Cloud grew 63%, AWS grew 28%, and Meta responded by announcing $145B in capex this year — which is why its stock fell. (The Next Web)

Anthropic Is Considering a Funding Round That Would Value It at Over $900 Billion

The company is entertaining roughly $50B in new investment at a near-trillion-dollar valuation, with a board decision expected next month. (The Next Web)

European Software Firms Beat Expectations Despite AI Fears and Iran War

SAP, Capgemini, and peers beat estimates, suggesting displacement anxiety around AI hasn't yet hit enterprise software revenue. (Bloomberg)

Palantir Is Making a French Chore Coat. Yes, That Palantir.

The surveillance-and-defense data giant is selling workwear to signal its commitment to "re-industrializing America." (NYT)