Axios

I have no clue if there's an AI bubble.

I do know this: I went hunting for any company — in any industry, in any era — that has scaled organic revenue this quickly at this level as Anthropic.

Technology that captures carbon emissions from power plants may finally get a breakthrough as deep-pocketed tech companies try to meet climate goals while powering the AI race.

Why it matters: It could help make natural gas electricity cleaner, but it's long been too expensive. The AI boom could change that.

Oil prices jumped over 7% to well over $100 per barrel when markets opened Sunday evening and remained high into Monday.

Why it matters: The latest surge shows that traders don't see last week's U.S.-Iran ceasefire deal reviving large-scale tanker transit through the Strait of Hormuz — and it undoes a large amount of the price drop that followed the pause in hostilities.