Anthropic and OpenAI are major AI players whose market calls are influencing the revenue outlook for software stocks like RELX, benefiting from the current AI slowdown.

The entities involved

• Anthropic →

  American artificial intelligence corporation

  • AI infrastructure companies, including Anthropic and CoreWeave, are supporting AI models, while Gartner warns about neocloud viability.18:39
  • Anthropic's AI infrastructure boom involves massive compute commitments from Amazon and Google Cloud, alongside Google and Broadcom co-designing TPUs.18:32
• OpenAI →

  American artificial intelligence research organization

  • Publishers and author groups are suing OpenAI over the unauthorized use of copyrighted material in AI training.19:00
  • Trump used Grok and ChatGPT for official duties, prompting legal demands from Garcia and Raskin to preserve chat sessions.17:10
• RELX →

  an Anglo-Dutch multinational publishing and information company co-headquartered in London, United Kingdom and Amsterdam, Netherlands

  • Citigroup decreased its target price for RELX on July 25, 2026.Fri 10:12

Related events

• AI revenue performance is impacting major tech stocks, with OpenAI's revenue run rate being reported.Oct 8
• Major tech companies, including Anthropic, Nvidia, Google, SpaceX, and Amazon, are benefiting from the current AI investment craze.Jun 20
• Both Anthropic and OpenAI are currently facing major AI safety risks.Aug 3
• Anthropic received private funding while Anthropic, OpenAI, and SpaceX are reportedly facing financial losses.Jun 7
• Broadcom secured a $10 billion custom chip deal with OpenAI, intensifying competition in the AI semiconductor sector.Jun 7