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Shopify(NASDAQ: SHOP) will announce its earnings for the second quarter of 2026 on Aug. 5 before the opening bell. The company beat revenue estimates in all four previous quarters and exceeded earnings expectations in three of them.

Anthropic recently exceeded expectations by surpassing an annualized revenue run rate of about $65 billion at the close of July. Enterprise AI monetization is compounding at a pace that breaks historical software adoption curves. The developer behind the Claude foundational models confidentially filed its draft S-1 in June, setting the stage for what will likely…