Friday 11 September 2026

Top stories today:
Anthropic says it disrupted Claude misuse for cyberattacks
OpenAI considers slowing frontier AI development
ChatGPT Pro subscriptions paused amid Astra demand
Adobe Q3 revenue +13% YoY to $6.8B, AI-first ARR +150%
Oracle Q1 FY27 revenue +30% YoY, cloud infra. revenue +121%
0. Data & Calendar

All values as of 6 AM ET / 3 AM PT, other than S&P500 and NASDAQ close (4 PM ET / 1 PM PT).

All times are ET.
Listen to our AI-generated podcast summarizing todayās newsletter (beware of hallucinations):
1. Anthropic says it disrupted Claude misuse for cyberattacks, bioweapons research
A Yemen-based guided weapons engineering cell using Claude to build guidance software is among the findings:
Anthropic released a detailed report describing misuse of its AI models over the past 8 months.
Anthropic said it ābanned every account we could link to the actorā after uncovering the activity.
Russian state media using Claude to generate online propaganda is also among the cases highlighted.
Alibaba, Moonshot, and DeepSeek ran distillation campaigns using Claude, the report said.
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3. OpenAI said to consider slowing frontier AI development, hopes rivals follow

Sam Altman reportedly told OpenAI staff about potentially pacing its AI development in an all-hands meeting this week.
Employees at leading AI firms have publicly raised concerns about the growing risks of advanced AI systems.
OpenAI also reportedly asked Congress if an AI slowdown would violate antitrust law.
Separately, OpenAI unveiled ChatGPT for Financial Services, built with Morgan Stanley and Evercore
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5. ChatGPT Pro subscriptions paused amid āunprecedentedā Astra demand
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7. Adobe Q3 revenue +13% YoY to $6.8B, AI-first ARR +150%

Q4 revenue forecast at $6.80B-$6.85B, with the $6.825B midpoint below $6.85B est.
1B MAUs, with freemium MAUs surpassing 100M in Q3, +70% YoY.
Adobeās stock -2% in extended trading on Thu.












