Anthropic Unveils Claude Opus 4.5, Its Most Advanced Model to Date
New AI Model Launch: Anthropic has released its latest AI model, Claude Opus 4.5, which achieved an 80.9% accuracy on the SWE-Bench coding benchmark, making it the first model to reach that score and claiming to be the best for coding and computer use.
Comparative Performance: While Google’s Gemini 3 has received praise from industry leaders, testers found Claude Opus 4.5 to be smarter and more capable, able to fix complex bugs independently, surpassing earlier models like Sonnet 4.5.
New Features and Investments: Alongside the model launch, Anthropic introduced updates including a Chrome extension and a desktop app, following significant investments from Microsoft and Nvidia that have increased the company's valuation to $350 billion.
Stock Market Outlook: Analysts have a Strong Buy consensus on Amazon's stock, with 40 Buys and three Holds in the past three months, and an average price target of $294.71 per share, indicating a potential upside of 30.1%.
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Microsoft's Earnings Report Triggers Stock Plunge
- AI Investment Returns: Microsoft has invested a total of $11 billion in OpenAI since 2019, now holding a 27% stake valued at $135 billion; however, despite strong performance in the AI sector, its stock has plummeted following the earnings report.
- Earnings Highlights: In its fiscal second quarter, Microsoft reported a 17% year-over-year revenue increase to $81.3 billion and a 21% rise in operating income to $38.3 billion, achieving an operating margin of 47%, driven by a 39% revenue growth in Azure.
- Market Reaction: Despite beating analyst expectations, investors reacted negatively to the cautious third-quarter revenue guidance of $80.65 billion to $81.75 billion, reflecting only a 15%-17% growth, which led to a significant stock sell-off.
- Future Outlook: Microsoft's remaining performance obligations (RPO) rose to $625 billion, indicating strong future demand; although facing challenges from slowing consumer business growth and declining capital expenditures, it still anticipates mid-to-high teens revenue growth in the coming quarters.

Microsoft Shares Plunge 10.23% After Earnings Report
- Stock Decline: Microsoft (MSFT) closed at $433.50, down 9.99% on Thursday, primarily due to investor concerns over slowing cloud growth, leading to a significant drop in share price.
- Surge in Trading Volume: Trading volume reached 126.5 million shares, approximately 366% above the three-month average, indicating a strong market reaction to Microsoft's earnings report, despite the company exceeding Wall Street's expectations for sales and EPS in Q2.
- Capital Expenditure Spike: Microsoft's capital expenditures surged 89% year-over-year, raising concerns about ROI as its Intelligent Cloud unit saw a 29% growth in Q2, with the market focusing on the short-lived nature of many investments.
- Valuation Analysis: With a forward P/E ratio of 26, the significant stock sell-off appears extreme given the company's ongoing sales and EPS growth, as management noted that much of the capex was directed towards short-lived assets, prompting investors to seek higher returns.






