Dividend Investor recommendation Airbnb (ABNB 0.37%) soared over 14% after the market closed following upbeat earnings. Shareholders cheered $200-250 million worth of investment in new app offerings and provided an outlook where the new divisions like tours, classes, and workshops could generate $1 billion or more in revenue annually for years to come.

Competing large language models (LLMs) are pivoting in different directions, with OpenAI's imminent ChatGPT-4.5 release geared toward consumers, with Anthropic developing a hybrid AI model with reasoning ability for enterprise clients.

• Operating with $10.8 billion of funding: Anthropic, backed by Amazon and Alphabet (GOOG 1.32%), has reportedly made a new hybrid model where users can control how long its reasoning models "think". At this stage there are no details on how much the model will cost to use.
• Keeping pace in a fast-moving sector: The move comes as Chinese giant Baidu (NASDAQ:BIDU) announced it would be making its advanced AI chatbot services free. It reflects the fact that AI companies are feeling the heat following the breakout of DeepSeek last month.

Rule Breakers rec Moderna (MRNA 4.54%) is due to release earnings ahead of the market opening, with investors assessing the damage after the business reduced its 2025 sales forecasts by $1 billion last month.

• Reducing cash costs by $1 billion this year: Lower-than-expected demand for COVID-19 services and other vaccines is likely going to weigh on results. Management have pledged to reduce cash costs by billions, with more details on how this will be practically achieved likely due out today.
• Focus on pipeline products: Moderna is developing a combination vaccine for both COVID-19 and influenza, with the earnings call providing an opportunity to share more information on the approvals process and scope of revenue potential.