Anthropic said yesterday that the Commerce Department has rolled back export restrictions on its Claude Fable 5 and Mythos 5 models, resolving a dispute that began when officials cited national security concerns and ordered access suspended for foreign nationals. Fable 5 returns to the Claude platform, Claude.ai, and Claude Code today, with expanded usage limits for Pro, Max, Team, and select enterprise plans through July 7, while access will also be restored on Amazon (AMZN), Google Cloud (GOOGL), and Microsoft (MSFT) Foundry.
Oklo Gains After Reactor Safety Approval
Oklo (OKLO) is up +5% in premarket trading after the Department of Energy approved the Documented Safety Analysis for its Groves Isotope Test Reactor in Texas, advancing the project into the DoE's final pre-startup review phase. Following startup approval, Groves would be authorized to load nuclear fuel and pursue first criticality, which OKLO is targeting in July. The company also said it acquired Creative Engineers, an alkali metals engineering firm, with terms undisclosed.
Meta Surges on New Cloud Compute Plans
Meta Platforms (META) is up +6% in premarket trading after reports that the company is building a cloud business to resell excess AI computing capacity, mirroring Amazon's (AMZN) Bedrock model and neocloud players like CoreWeave (CRWV). AMZN shares turned negative on the news, Microsoft (MSFT) pared gains, and Alphabet (GOOGL) ticked up fractionally, while CRWV fell more than -5%. The initiative, internally dubbed Meta Compute, follows CEO Mark Zuckerberg telling investors in May that selling excess compute was "definitely on the table."
Medicare Launches GLP-1 Weight-Loss Program
The Centers for Medicare & Medicaid Services today launched a program offering GLP-1 weight-loss drugs to Medicare enrollees for $50 a month, extending the interim Bridge program through 2027 after insurers such as CVS Health (CVS) and UnitedHealth (UNH) balked at a long-term payment model. The initiative leans on pricing agreements struck by Eli Lilly (LLY) and Novo Nordisk (NVO), with analysts projecting more than $1B in added annual revenue for each drugmaker as the broader GLP-1 market approaches $150B in global sales by decade's end.
Marriott Names Coca-Cola Global Beverage Partner
Marriott International (MAR) said today it has entered a global beverage supply agreement making The Coca-Cola Company (KO) its beverage partner across carbonated soft drinks, hydration, and functional beverages. The rollout begins today and will phase in across MAR's hotels worldwide, including guest rooms, restaurants, and event spaces. MAR CEO Anthony Capuano said the deal expands beverage options for guests and creates economic benefits for hotel owners and franchisees, while KO CEO Henrique Braun said it extends the brand's reach throughout guests' stays.
