Alphabet Inc Class CImpact on stocks 4
Alphabet Inc Class C
Meta Platforms Inc.
Microsoft Corporation
Uber Technologies IncUber's AI budget exhausted early due to rapid adoption of Claude Code, with rising costs and difficulty justifying token expenses.
Theme Impact 1
Off-coverage companies 1
Anthropic's Claude Code saw rapid adoption at Uber, with usage surging to 95% of engineers, indicating strong product demand.