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Jon Keegan2/5/26

Anthropic’s Claude Opus 4.6 gains financial research, improved coding features

It’s a model-for-model battle between OpenAI and Anthropic, as the startups vie for dominance in AI coding tools.

Not to be outdone by OpenAI’s release today of GPT-5.2-Codex, Anthropic has released a new model that also improves its coding skills: Claude Opus 4.6.

According to the release, the new model now has the ability to perform financial research, adding new utility to its Claude Cowork tool, which recently gained new legal work capabilities that made investors bet against established software companies. This time, the news is sinking financial research firms like FactSet and S&P Global.

Claude Opus 4.6 can help with longer, more complex coding projects and perform more detailed debugging and code review tasks. It also features improvements in its ability to work with documents, spreadsheets, and presentations.

Anthropic says the new model made strides in safety as well, showing extremely low rates of “misaligned behavior.”

Claude Opus 4.6

Claude Opus 4.6

According to the release, the new model now has the ability to perform financial research, adding new utility to its Claude Cowork tool, which recently gained new legal work capabilities that made investors bet against established software companies. This time, the news is sinking financial research firms like FactSet and S&P Global.

Claude Opus 4.6 can help with longer, more complex coding projects and perform more detailed debugging and code review tasks. It also features improvements in its ability to work with documents, spreadsheets, and presentations.

Anthropic says the new model made strides in safety as well, showing extremely low rates of “misaligned behavior.”

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Anthropic’s scramble for compute now includes rival xAI

Another day, another major partnership with an AI rival. This time, Anthropic signed a deal with SpaceX’s xAI to access compute from its Colossus 1 data center to help it improve capacity for its Claude Pro and Claude Max subscribers. Just yesterday, The Information reported that Anthropic planned to spend $200 billion on Google cloud services over the next five years. As Sherwood News’ Luke Kawa wrote:

“Anthropic has been a victim of its own success: the popularity of Claude Code and Cowork have revealed compute constraints and left users frustrated by caps. In response, the Claude developer has embarked upon a mad scramble for compute, striking or expanding deals with CoreWeave, Amazon, Google, and Broadcom.”

Now, it’s adding xAI to the list — even as the Elon Musk company builds a competing model.

In less terrestrial news, xAI said that as part of the agreement, Anthropic “expressed interest in partnering to develop multiple gigawatts of orbital AI compute capacity.”

xAI — Creators of Grok, the AI Chatbot

xAI — Creators of Grok, the AI Chatbot

“Anthropic has been a victim of its own success: the popularity of Claude Code and Cowork have revealed compute constraints and left users frustrated by caps. In response, the Claude developer has embarked upon a mad scramble for compute, striking or expanding deals with CoreWeave, Amazon, Google, and Broadcom.”

Now, it’s adding xAI to the list — even as the Elon Musk company builds a competing model.

In less terrestrial news, xAI said that as part of the agreement, Anthropic “expressed interest in partnering to develop multiple gigawatts of orbital AI compute capacity.”

TEST TIME!

Meet your new interview partner: Claude

Chris Stokel-Walker

Alien Robot Attack

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SpaceX and Tesla’s Terafab could cost $119 billion — far more than expected

The initial phase of SpaceX and Tesla’s joint chip production effort, called Terafab, could cost $55 billion, with additional phases adding up to $119 billion in capital investment, Reuters reports, citing a notice posted on a Texas county website. Ultimately the goal of Terafab is to build enough in-house AI chip capacity to supply both companies.

The price tag is also higher than expected. Morgan Stanley had previously estimated Terafab would cost $34 billion to $45 billion.

Fortunately for Tesla, whose capex is expected to skyrocket this year, much of the early spending will sit on SpaceX’s balance sheet.

Here’s Musk on the last earnings call:

“SpaceX is going to take care of like the initial phase of the scaled up Terafab... Any kind of intercompany thing has to be approved by both the SpaceX and Tesla board of directors. It’s got to go through a conflict resolution. It’s going to have, unfortunately, a lot of complexity because we’ve got to make sure Tesla shareholders are served and SpaceX shareholders are served, and strike the right balance there.”

SpaceX files plan for $55 billion Terafab chip facility in Texas

SpaceX files plan for $55 billion Terafab chip facility in Texas

The price tag is also higher than expected. Morgan Stanley had previously estimated Terafab would cost $34 billion to $45 billion.

Fortunately for Tesla, whose capex is expected to skyrocket this year, much of the early spending will sit on SpaceX’s balance sheet.

Here’s Musk on the last earnings call:

“SpaceX is going to take care of like the initial phase of the scaled up Terafab... Any kind of intercompany thing has to be approved by both the SpaceX and Tesla board of directors. It’s got to go through a conflict resolution. It’s going to have, unfortunately, a lot of complexity because we’ve got to make sure Tesla shareholders are served and SpaceX shareholders are served, and strike the right balance there.”

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Apple to let users choose between Anthropic, Google, and OpenAI models

Apple has been inching toward letting outside AI power its devices — and now it’s going further.

The company plans to let users choose between rival AI models across iOS 27, due this fall, expanding beyond ChatGPT to include players like Google and Anthropic, Bloomberg reports. The difference this time: deeper integration, with outside models powering features like Siri, writing tools, and image generation across the system.

Currently, Apple’s voice assistant, Siri, gives users the ability to query ChatGPT, but doing so requires a clunky extra step and usage has been poor. Meanwhile, Apple’s own AI tools have fallen short. (Apple has decided to use Google’s Gemini to power Siri in the future.) It’s not clear users care which AI is under the hood — as long as it works.

Apple to Let Users Choose Rival AI Models Across Its iOS 27 Features

Apple to Let Users Choose Rival AI Models Across Its iOS 27 Features

Currently, Apple’s voice assistant, Siri, gives users the ability to query ChatGPT, but doing so requires a clunky extra step and usage has been poor. Meanwhile, Apple’s own AI tools have fallen short. (Apple has decided to use Google’s Gemini to power Siri in the future.) It’s not clear users care which AI is under the hood — as long as it works.

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Rani Molla5/5/26

FactSet and S&P Global fall after Anthropic releases financial services agents

FactSet and S&P Global are trading lower after Anthropic unveiled a set of AI agents meant to automate financial services work. Both stocks also sold off earlier this year after Anthropic’s Claude introduced financial research tools.

The 10 agents handle tasks like earnings analysis, market research, financial modeling, and auditing — tasks that mirror how analysts use FactSet and S&P Global’s data and research platforms.

Agents for financial services and insurance

Agents for financial services and insurance

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