Bloomberg Tech New Deal Brings Anthropic's Claude to Databricks, Amazon's Allure Among Mag 7
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Mar 26, 2025 The discussion dives into the recent dip in Mag 7 stocks amid tariff concerns, sparking worry in the tech sector. Exclusive insights from CEOs of Anthropic and Databricks reveal a partnership aimed at leveraging Claude AI for enterprise benefits. Additionally, new data hints at expected sales growth for X, as advertisers respond to Elon Musk's political influence. The podcast explores the competitive landscape of tech innovations, including the rise of generative AI and implications for the advertising market.
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Tech Sell-off and Amazon's Valuation
- The "Magnificent Seven" tech stocks experience a sell-off due to tariff and economic growth uncertainties.
- Amazon's valuation becomes attractive, trading at lower price-to-earnings levels than in recent years, even cheaper than Apple.
Qualcomm vs. Arm
- Qualcomm initiates an antitrust campaign against Arm, alleging anti-competitive behavior.
- Qualcomm claims Arm is restricting access to its technology after Arm's acquisition of Nuvia.
Anthropic and Databricks Partnership
- Anthropic and Databricks partner to offer Claude AI models to enterprise customers.
- The partnership combines Anthropic's Claude models with Databricks' data processing capabilities, focusing on code generation and data security.