Anthropic has tripled revenue in the first three months of 2026, but the biggest beneficiary may be Alphabet. The company owns 14% of Anthropic and the AI startup is buying the company’s TPUs and using Google Cloud. We also discuss the rumored foldable iPhone and Delta’s earnings.

Travis Hoium, Lou Whiteman, and Rachel Warren discuss:

- Anthropic’s growth
- Google’s big win
- Foldable iPhones
- Delta’s earnings

Companies discussed: Alphabet (GOOG), NVIDIA (NVDA), Apple (AAPL), Delta Airlines (DAL).

Host: Travis Hoium
Guests: Lou Whiteman, Rachel Warren
Engineer: Dan Boyd

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