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# Evening Scan
- URL: https://adjacent.media/scan/2026-05-01-pm/
- Published: 2026-05-01T23:06:42.000Z
- Updated: 2026-05-01T23:06:42.000Z
- Description: Friday delivered a clean earnings story — Apple posted its best March quarter ever despite supply constraints, while Roblox missed on users and tanked after hours. Anthropic’s mega-round closes in days, a sign either of AI market confidence or of business as usual.
- Author: Jonathan Greene
- Tags: #scan-pm, #scan

Friday delivered a clean earnings story — Apple posted its best March quarter ever despite supply constraints, while Roblox missed on users and tanked after hours. Anthropic's mega-round closes in days, a sign either of AI market confidence or of business as usual.

> **$900B+** — Anthropic's implied valuation in its imminent round, up from $61.5B just eighteen months ago. *(TechCrunch)*

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#### [Apple's Q2 Beat Lands Clean, But the Supply Warning Is Real](https://www.apple.com/newsroom/2026/04/apple-reports-second-quarter-results/?ref=adjacent.media)

Record $111.2B quarter, $100B buyback authorized, and Tim Cook's parting gift is a chip shortage forecast that will follow his successor into the job. *(Apple Newsroom)*

#### [Anthropic's $900B+ Round Could Close Within Two Weeks](https://techcrunch.com/2026/04/30/anthropic-potential-900b-valuation-round-could-happen-within-two-weeks/?ref=adjacent.media)

Investors have 48 hours to submit allocations — that's not a fundraise, that's a fire drill with a very large check. *(TechCrunch)*

#### [Roblox Bookings Up 43%, But Users Missed — Stock Down 16%](https://www.bloomberg.com/news/articles/2026-04-30/roblox-shares-tumble-after-user-numbers-fall-short?ref=adjacent.media)

132M DAUs misses the model's forecast of 143.8M. Engagement is the only number that matters here, and it flinched. *(Bloomberg)*

#### [North Korea Stole 76% of All 2026 Crypto Hack Value in Two Attacks](https://www.trmlabs.com/resources/blog/north-korea-stole-76-of-all-crypto-hack-value-in-2026-with-just-two-attacks?ref=adjacent.media)

\~$577M across Drift Protocol and KelpDAO — at some point "state-sponsored" stops being a modifier and becomes the baseline. *(TRM Insights)*