Woody's AI & Software Happy Hour: Dizzying Developments For Anthropic & OpenAI

研报英文原文证据摘录

Woody's AI & Software Happy Hour: Dizzying Developments For Anthropic & OpenAI

TD SECURITIES (USA) LLC SECTOR NOTE

June 21, 2026

■Software Woody's AI & Software Happy Hour: Dizzying

Developments For Anthropic & OpenAI

Derrick Wood, CFA THE TD COWEN INSIGHT

415 646 7370

Highlights: 1) CRM Acquires Fin; 2) MSFT Copilot Cowork Goes GA; 3) NOW's Potential Layoffs;

derrick.wood@tdsecurities.com

4) ORCL Wins 9-Fig Fed Deal; 5) Anthropic Launches Fable 5, New Data Retention Rules,

Andrew Sherman, CFA Gov't Puts Export Controls on Model; 6) Cursor Acquired By SPCX for $60B; 7) DeepSeek

617 946 3728 Closes Funding at $50B+ Valuation; 8) Lovable in Talks to Raise at $12B Valuation; 9) OpenAI

andrew.sherman@tdsecurities.com

Considering Price Cuts, Signs 10GW Lease.

Cole Erskine

646 562 1467 Coverage News

cole.erskine@tdsecurities.com

■CRM To Acquire Fin (Intercom); To Acquire m3ter

Jared Jungjohann

■FROG Launches Plugin for Anthropic's Claude Code646 562 1416

jared.jungjohann@tdsecurities.com ■GTLB Expands Google Cloud Partnership for Managed DevSecOps; Names Chaim Mazal

CISO and Adds Agentic AI

■MNDY Launches $200M Venture Arm; Names Ben Barnett EMEA General Manager

■MSFT Ships Copilot Cowork GA and Weighs Hosted DeepSeek; Reportedly Adds AWS

Capacity to GitHub After Azure Strain; Shareholder Lawsuit; CEO Nadella's Letter on AI

■NOW Expands IBM Collaboration to Unlock Enterprise Data for AI; Reportedly Lays Off Staff

■ORCL Wins ~$400M Federal HR Contract Over Competitors; Denies Losing $3B

Microsoft Cloud Lease Due to Security Concerns; PeopleSoft Zero-Day Breached at 100+

Organizations

■PD Names Ingram Micro Sole Authorized Distributor in Australia

■SAP and Deutsche Telekom Win German Sovereign AI Platform Tender

■WDAY Expands Canadian Public Sector Footprint