Anthropic’s Q3 revenue rose to $16.8 billion
This is bullish for the AI market
2026 Q1 revenue: $4.73 billion
2026 Q2 revenue: $11.5 billion
The market’s previous consensus expectation for Q3
was around $14–16 billion
The $16.8 billion figure exceeded prior market expectations
Revenue in Q3 2025 was $787 million
A massive 2,000% year-over-year increase!
OpenAI’s weaker-than-expected growth dragged down the market
Looks like that’s an issue of its own
Bottom line: SOXL at 106 is set to rebound again
You could buy a little for a short-term rebound
Because with consumer-facing AI turning profitable,
AI is no longer purely capital expenditure
so demand from chip buyers won’t weaken!
🧧——$SOL
This is bullish for the AI market
2026 Q1 revenue: $4.73 billion
2026 Q2 revenue: $11.5 billion
The market’s previous consensus expectation for Q3
was around $14–16 billion
The $16.8 billion figure exceeded prior market expectations
Revenue in Q3 2025 was $787 million
A massive 2,000% year-over-year increase!
OpenAI’s weaker-than-expected growth dragged down the market
Looks like that’s an issue of its own
Bottom line: SOXL at 106 is set to rebound again
You could buy a little for a short-term rebound
Because with consumer-facing AI turning profitable,
AI is no longer purely capital expenditure
so demand from chip buyers won’t weaken!
🧧——$SOL
