Topic

Anthropic Research

Finvaulta tracks 261 research reports on Anthropic, updated through August 30, 2026. Latest: “Physical AI: Framing the Forward Progress of Humanoids”.

Research within the Anthropic topic hub centers on the evolving AI trade, which continues to be underpinned by robust earnings and a notable 8% surge in the software sector driven by technical short covering in 'AI winners.' Current market momentum is shifting toward critical infrastructure bottlenecks, specifically Multilayer Ceramic Capacitors (MLCCs), reflecting a broadening of the AI investment thesis beyond primary developers. While US large-cap core products have seen significant inflows via ETF rebalancing, asset managers are simultaneously reducing exposure to the Nasdaq 100, suggesting a more selective approach to high-growth technology. Institutional interest in private equity and venture capital remains strong, as new liquid vehicles allow for greater participation in the asset class's historically high returns. Furthermore, macro-economic conditions remain supportive with upgraded GDP forecasts of 2.5%, though bond volatility and geopolitical risks present potential headwinds for late-month performance. Collectively, these documents point to a transition toward infrastructure and quality-focused defensive strategies as the Federal Reserve navigates a complex inflation landscape with rate cuts projected for late 2026.

Featured reports

Physical AI: Framing the Forward Progress of Humanoids thumbnail

Physical AI: Framing the Forward Progress of Humanoids

Goldman Sachs·Aug 30, 2026

Goldman Sachs raises its global humanoid market forecast to 890,000 units by 2030 and 6.5 million units by 2035 ($138 billion TAM), driven by breakthroughs in physical AI and falling component costs. Logistics and automotive manufacturing will serve as the earliest adoption grounds, driving significant margin expansion for automated leaders and accelerating semiconductor content growth.

Global eCommerce Handbook: Assessing the Industry in an Increasingly Agentic World thumbnail

Global eCommerce Handbook: Assessing the Industry in an Increasingly Agentic World

Goldman Sachs·Aug 28, 2026

Goldman Sachs forecasts global eCommerce sales to grow at a +6% CAGR from 2026 to 2031 to reach $6.4tn, with online penetration expanding modestly to 27% of addressable retail. Growth is shifting toward ecosystem monetization—principally retail media and value-added merchant services—and the early adoption of agentic AI shopping tools.

Bytes: What's the Latest on the Regulatory Front thumbnail

Bytes: What's the Latest on the Regulatory Front

Cantor Fitzgerald Ireland·Aug 15, 2026

Cantor Fitzgerald reviews the shifting regulatory environment across global Internet companies, highlighting accelerating youth safety litigation, DMA enforcement in Europe, AI data center moratoriums, and California rideshare unionization.

Where Prompts End and Work Begins thumbnail

Where Prompts End and Work Begins

Fred Alger Management, LLC·Aug 1, 2026

Frontier AI reasoning models are rapidly expanding their ability to autonomously perform complex tasks lasting hours instead of seconds. This shift toward autonomous workloads is expected to drive exponential compute demand and a multi-year infrastructure investment cycle.

Amazon thumbnail

Amazon

Deutsche Bank·Jul 31, 2026

Amazon reported strong 2Q26 results driven by AWS performance and AI-led growth. Analysts raised the price target to $325, citing durable tailwinds in cloud and advertising.

The Paths to 25-50% GenAI ROIC thumbnail

The Paths to 25-50% GenAI ROIC

Morgan Stanley·Jul 27, 2026

Morgan Stanley introduces three bottom-up GenAI ROIC frameworks showing that hyperscaler GPU rental and model API businesses can generate 25% to 50% ROIC and 30% to 70%+ incremental EBIT margins. This supports an Overweight stance on key scaled players including Amazon, Alphabet, Meta Platforms, and Microsoft.

US Market Intelligence Morning Briefing thumbnail

US Market Intelligence Morning Briefing

J.P. Morgan·Jul 22, 2026

J.P. Morgan's daily brief maintains a tactically bullish view on US markets, emphasizing that low investor positioning in 'Mag7' stocks could lead to upside relief rallies on earnings surprises.

You Are Already Training the Robots thumbnail

You Are Already Training the Robots

Morgan Stanley·May 19, 2026

The report argues that the next phase of AI development focuses on physical embodiment, where the critical bottleneck is real-world video training data collected via consumer devices. Major tech companies are competing to deploy the most sensors (cameras) to secure a dominant position in the future robotics market.

US Market Intelligence Morning Briefing

J.P. Morgan·Sep 4, 2026

Capitalism and the Dollar: The AI Race, Tokenization, and the Dollar's Future

Deutsche Bank·Sep 3, 2026

The Great Rebalancing: The Connectivity Chokepoint

Deutsche Bank·Sep 2, 2026

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