Making sense of Anthropic's fight with the Pentagon—and OpenAI's opportunity [Fortune]
MasTec, Inc. (MTZ)
Last mastec, inc. earnings: 4/30 05:06 pm
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Source: Fortune
That's a famous line from perennial presidential candidate Ralph Nader from more than 20 years ago, and it echoes back to what Greek general Pericles said around 420 BCE. Politics will find and change you, whether you want it to or not. Which brings us to Anthropic. Anthropic—valued at $380 billion, with a deluge of Silicon Valley's most prominent investors on its cap table—is in what my colleague Jeremy Kahn calls “the biggest crisis in its five-year existence.” The company's been in an all-out battle with the Pentagon, a standoff that goes something like this: Anthropic has refused to allow its tech to be used around mass surveillance or lethal autonomous weapons. Secretary of War Pete Hegseth didn't accept this, saying that technology should be used for “any lawful purpose.” And Anthropic didn't yield. Cue the cascade of consequences: The Pentagon terminated its $200 million contract with Anthropic and labeled the LLM giant a “supply chain risk.” This is possibly “serious blow
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News
- MasTec (MTZ) Is Up 7.0% After Raising 2026 Guidance and Expanding Infrastructure Backlog [Yahoo! Finance]Yahoo! Finance
- MasTec: Excellent Q4 Report And Strong Growth, But Technical Stock Concerns Surfaced [Seeking Alpha]Seeking Alpha
- MasTec (MTZ) was given a new $362.00 price target by Mizuho.MarketBeat
- MasTec (MTZ) had its price target raised by DA Davidson from $250.00 to $350.00. They now have a "buy" rating on the stock.MarketBeat
- MasTec (MTZ) had its price target raised by Citigroup Inc. from $284.00 to $350.00. They now have a "buy" rating on the stock.MarketBeat
MTZ
Earnings
- 2/26/26 - Beat
MTZ
Sec Filings
- 3/3/26 - Form 144
- 2/26/26 - Form 10-K
- 2/26/26 - Form 8-K
- MTZ's page on the SEC website