Evening 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)

Apple's Q2 Beat Lands Clean, But the Supply Warning Is Real

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

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%

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

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