Wall Street Lunch: Anthropic To Watermark AI-Generated Content In EU

Anthropic will embed persistent watermarks and provenance metadata in all AI-generated content from its Claude models in the European Union, starting August 2.

Sea Limited (SE) rallies after a Q2 revenue beat, driven by strong e-commerce, digital financial services, and gaming growth.

Rocket Lab (RKLB) falls as Neutron rocket's first flight may slip to 2027, despite launchpad readiness by Q4.

Keurig Dr Pepper (KDP) repositions 7Up with a lime-forward reformulation and refreshed branding, targeting the $5B lemon-lime soda category.

Anthropic's new models released in the European Union will now embed watermarks in all AI-generated and edited content. The changes stem from Anthropic signing the EU AI Act Article 50(2) Code of Practice on Transparency of AI-Generated Content. They will apply to all new Anthropic models launched in the EU on or after Aug. 2.

Claude marks the content through watermarks embedded in the text and signed provenance metadata attached to files. "Because the watermark is part of the text, it will travel with the text when it's copied and pasted elsewhere and may persist through some editing," Anthropic said. "Watermarking will be applied at the model level, which means it will be present no matter which Claude product or surface the text comes from."

Among active stocks, Sea Limited (SE) is rallying sharply after a Q2 revenue beat, helped by strong growth across e-commerce, digital financial services and gaming.

Rocket Lab (RKLB) is down after the company signaled a narrowing window for the first flight of its Neutron rocket, raising the possibility it could debut in 2027 instead of this year. The company said Neutron remains scheduled to reach the launchpad in Q4 but stopped short of maintaining its previous target for a first flight before year-end.

And Hims & Hers Health (HIMS) is down after posting a surprise Q2 loss as operating expenses shot up 48%. The company posted a loss of $0.37 a share, with analysts looking for a profit of $0.32.

In other news of note, Keurig Dr Pepper's (KDP) 7Up brand is going through its first major refresh in more than 15 years as the company looks to redefine the $5B lemon-lime category, with a lime-led reformulation. The 7Up formally changes the drink's flavor proposition from "lemon-lime" to "lime-lemon." The reformulated soda is lime-forward, while the visual identity adopts a vertical logo, stronger colors, more distinctive graphics, and explicit “Lime Lemon” labeling. Rollout begins nationwide in mid-August.

PNC says the "K-shaped" spending pattern that had persisted for much of the previous three years has reversed somewhat in 2026, with the gap between upper- and lower-income spending nearly closed in July. That marks a notable shift from earlier in the year. In its June report, PNC said lower-income spending had improved meaningfully, with the gap versus higher-income households narrowing to its tightest level since 2022.