US President Donald Trump has ordered all US federal agencies to "immediately stop" using the technology and software of AI startup Anthropic, he <a href="https://truthsocial.com/@realDonaldTrump/posts/116144552969293195">wrote</a> in the social network Truth Social on Friday, February 27. The statement came amid pressure on AI developer Claude from the Department of Defense: the agency <a href="https://www.cnbc.com/2026/02/27/anthropic-pentagon-ai-policy-war-spying.html">demanded</a> that the company it has a contract with give it full access to AI functions.

Trump has banned the use of AI from Anthropic in the US public sector

Netflix, Inc.

Warner Bros. Discovery, Inc.

Netflix has given up the fight for Warner Bros. Discovery, clearing the way for Paramount's $111 billion deal for Skydance. AI startup Anthropic is not giving in to the standoff with the Pentagon. And in Japan, Nintendo is preparing a 300 billion yen cross-package sale with MUFG and Bank of Kyoto and a parallel buyback amid regulatory pressure. These and other topics - in our review of key events for the morning of February 27.

Highlights for this morning: Anthropic turned down by the Pentagon, Netflix pulled out of the fight for Warner Bros.

NVIDIA Corporation

Palantir Technologies Inc.

Lockheed Martin Corporation

Advanced Micro Devices, Inc.

Intel Corporation

Alphabet Inc.

U.S. Defense Secretary Pete Hegseth has given Anthropic CEO Dario Amodei until Friday evening to give the military unfettered access to his model, Axios sources <a href="https://www.axios.com/2026/02/24/anthropic-pentagon-claude-hegseth-dario">said</a>. "The only reason we are still negotiating with these people is because we need them, and we need them right now. The problem for these guys is that they are that good," one of the sources told the publication. Investor Yevgeny Marchenko <a href="https://t.me/BizLike/7057">speculates</a> in his Kubyshka Telegram channel that this is a new phase in the relationship between the government and the AI industry.


A new era of "military" AI: How the Pentagon and Anthropic conflict will change the stock market

For a long time, Anthropic, whose CEO left OpenAI amid concerns that the AI startup was betting on commercialization and speed at the expense of security, was known as one of the most security-focused AI players out there

Anthropic shifts priorities: why is the startup lowering AI security standards?

International Business Machines Corporation

Market fears for future of IBM technology after announcement of new AI tool from Anthropic

IBM stock had its worst day in 26 years. Why does Wall Street believe in 45% growth?

Paramount Group, Inc.

Donald Trump praised the duties in an address to the nation and said he would not allow Iran to acquire nuclear weapons. US Secretary of Defense Pete Hegseth demanded that Anthropic give the military full access to AI models under threat of recognizing the company as a "supply chain risk" or using emergency powers. On these and other topics - in our review of key events by the morning of February 25.

Main by morning: Trump praises duties, bids for Warner Bros. go up

Minimax-wp

Microsoft Corporation

DeepSeek may unveil its newest AI model in February - a year after its other release caused the U.S. market to collapse

Anthropic accused DeepSeek and AI tigers from China of training on its Claude model

Spotify Technology S.A.

Salesforce, Inc.

AI startup Anthropic <a href="https://www.youtube.com/watch?v=YZVpUeEvGxs">unveiled</a> on Feb. 24 new ways to integrate its AI agents into enterprise operations - Anthropic's new AI plug-ins enterprises can use to "turbo-accelerate" the capabilities of individual office workers, CNBC <a href="https://www.cnbc.com/2026/02/24/anthropic-claude-cowork-office-worker.html">writes.</a>

Anthropic unveiled updated AI tools for "turbo acceleration". What's on the market?

Asana, Inc.

monday.com Ltd.

ServiceNow, Inc.

DoorDash, Inc.

Mastercard Incorporated

An attempt to describe AI's hypothetical risks to the economy impressed short-seller Michael Burry and brought down the stock 

A 38% stock crash and a ghost GDP: what a viral report says about the future with AI 

FedEx Corporation

Uber Technologies, Inc.

Bitcoin fell below $63,000, losing 27% YTD and about 50% of its October record. Shipping company FedEx filed a lawsuit against the U.S. government, demanding the return of duties, which the Supreme Court recognized as illegal. These and other topics - in the review of key events by the morning of February 24.

IBM shares crash 13%: Anthropic's AI has mastered ATM 'language'

Robinhood Markets, Inc.

Robinhood is set to float a fund on the New York Stock Exchange to invest in Revolut and other non-public startups. Maya, a Philippine neobank, may list in the U.S. for $1 billion. Wall Street's "eternal bear" fund Jeremy Grantham warned of the risk of a U.S. stock market collapse due to the upcoming mega-placements in 2026. The main events on the IPO market for the week are in our selection.