US President Trump says, on Anthropic, that they can not tell the US military how to operate. Had very good talks with Anthropic a few days ago, think "we will get along with them just fine". A deal with the US DoD is "possible".
President Trump's comments regarding Anthropic signal potential shifts in military-contracting dynamics and emerging partnerships in tech.
Newsquawk Daily US Equity Opening News: AAPL announces CEO transition; AMZN & Anthropic expand partnership
US President Trump says Fed Chair nominee Warsh is great and he will do a great job. Have been in favour of rate increases to stop inflation in the past, it is "sort of effective". US should always have the lowest interest rate globally.
US President Trump says, on Anthropic, that they can not tell the US military how to operate. Had very good talks with Anthropic a few days ago, think "we will get along with them just fine". A deal with the US DoD is "possible".
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US President Trump says the actions in Iran are justified, despite the impact on the market and energy prices from it, speaking to CNBC; administration officials understood that it had to happen. Have "totally won the war".
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- In the meantime, the DoD will use someone other than Anthropic.
- Speaks positively of Apple's (AAPL) Cook and NVIDIA's (NVDA) Huang.
While he indicates positive engagement, the mention of utilizing alternatives for DoD needs suggests current limitations in Anthropic's capabilities for defense applications. This could impact tech stocks involved in defense contracts and broader market sentiment regarding military-tech collaborations.
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