TLDR

MARKET RECAP → Stocks surged on Wednesday, with the S&P 500 (VOO) reaching another record high. Optimism surrounding advancements in artificial intelligence and the start of President Donald Trump’s new term bolstered investor sentiment.

NETFLIX REPORTS RECORD-BREAKING Q4 2024 EARNINGS → Netflix (NFLX) added 18.9 million subscribers in Q4 2024, surpassing expectations, with revenue reaching $10.25 billion and plans to increase subscription prices in key markets.

GOOGLE AGREES TO NEW $1 BILLION INVESTMENT IN ANTHROPIC → Google (GOOG) deepened its bet on AI by investing $1 billion into Anthropic, adding to its previous $2 billion stake. Anthropic, known for its Claude AI chatbot, is rapidly scaling with a $60 billion valuation on the horizon. Meanwhile, competition heats up as tech giants, including Amazon and Microsoft, pour billions into generative AI innovation.

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TODAY’S TOP NEWS

Netflix Reports Record-Breaking Q4 2024 Earnings

Unprecedented Subscriber Growth: Netflix (NFLX) added 18.9 million new subscribers in Q4 2024, marking the largest quarterly increase in the company's history and bringing the total subscriber count to 301.6 million. 

Financial Performance Exceeds Expectations: The company reported revenue of $10.25 billion, surpassing its own projection of $10.1 billion, and net profit rose to $1.87 billion, up from $938 million a year earlier.

Strategic Price Increases: To continue investing in valued programming, Netflix announced price hikes for most plans in the U.S., Canada, Portugal, and Argentina, with the U.S. premium package increasing to $24.99.

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TODAY’S TOP NEWS

Google Agrees to New $1 Billion Investment in Anthropic

📈 Building on Previous Investments: Google (GOOG) confirmed a new $1 billion investment in generative AI startup Anthropic, adding to its prior $2 billion backing and 10% ownership stake. Anthropic’s Claude AI chatbot has grown in prominence, competing with OpenAI’s ChatGPT and Google’s Gemini in the race to dominate AI-driven enterprise solutions.

🌟 Anthropic’s Rapid Growth: Anthropic, founded by ex-OpenAI executives, saw its annualized revenue hit $1 billion in December, a 10x increase year-over-year. The startup is also in advanced talks to raise $2 billion at a $60 billion valuation, led by Lightspeed Venture Partners, highlighting its industry impact.

💼 Strategic Partnerships Expand: Amazon, Anthropic’s largest investor, has funneled $8 billion into the startup, making AWS its primary cloud and AI training partner. Meanwhile, Anthropic continues to advance capabilities, with tools enabling human-like computer interaction and plans to release even more powerful AI models.

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