News
Market news, earnings recaps, and daily moves in AI and semiconductor stocks.
OpenAI releases 722 AI-written math papers on open problems, but not the prompts mathematicians asked for
One MIT mathematician says the claims should be treated as unverified until outsiders can run the model. Another says the release will be good for math.
Citadel reported a 7% stake in Quantinuum (QNT), one of four 13G filings the same day
A batch of Citadel filings turned up on our hedge fund tracker. The biggest is a 7% slice of a quantum-computing company that went public in June.
Google Cloud and Mysten Labs are building a blockchain-backed audit trail for AI agents
The system would let a counterparty or regulator check what an AI agent did. No customers have been named yet.
South Korea's president warns of AI-assisted bank hacks. Shinhan faces a formal inspection after data on 25,700 customers leaked.
The regulator switched to a formal inspection and the police opened a case. The same attack addresses also turned up at the internet banks, and this time they held.
OpenAI will watermark ChatGPT text in the EU only. Anthropic is marking Claude worldwide.
The two biggest AI labs are now both watermarking their text. They disagree on where, and on whether it should be on without asking.
Mistral says its 1-trillion-parameter model rivals China's best open AI, tackles cyber tasks Claude and GPT-6 refuse
Mistral's CEO says Europe can compete. A blind coding test still put Claude on top.
DeepSeek nears $12 billion funding round backed by Tencent and CATL, with total potentially reaching $15 billion
Investors committed more than DeepSeek set out to raise. The company is preparing for a possible IPO.
Nebius (NBIS) COO files to sell $121 million in shares in trading plan's final sale
The filing also says how much of his granted equity the sale represents.
Dell (DELL), JERA, and RHAELM plan a $15 billion-plus AI data center at a Japanese power plant
The first site would draw power directly from a JERA plant near Tokyo. JERA wants to repeat the model across Japan.
OpenAI sets its own $1.4 trillion price and asks Abu Dhabi's MGX and BlackRock (BLK) to fill a $30 billion round
There is no lead investor. A group of UAE funds could supply a third of the money.
Serve Robotics (SERV) expects 2026 cost of revenue of up to $48 million, about five times its sales
Serve added one new number to its investor deck. It also points to a smaller second half.
Applied Materials (AMAT) expands Intel (INTC) AI chip partnership at research center already joined by TSMC
It's Applied's third EPIC Center announcement in about a week. Intel's biggest foundry rival signed on in May.
Google will pay Constellation (CEG) to add 890 MW of nuclear power by upgrading existing reactors
The headline number is 3.6 gigawatts. About a quarter of it is new.
Uber (UBER) is buying ezCater for $2.3 billion to bring catering to Uber Eats
ezCater handles office lunches and event orders that average more than $400. Uber says the deal will help its margins.
FBI removes Accenture (ACN) contractor after breach, says required security patch was missed
The FBI's statement named neither the company nor the software. Two sources told Reuters both.
Vistra (VST) wins US loan commitment of up to $4.2 billion for nuclear upgrades tied to Meta
The Energy Department's offer would help fund 433 megawatts of new nuclear output at three plants. Federal and NRC letters show what gets built first and when the extra power arrives.
Nvidia-backed Reflection unveils Beam, betting on lower compute needs as Chinese open models lead its own benchmarks
Reflection's own numbers show where Beam falls short, and where it beats Thinking Machines' Inkling.
Meta's Claude Code users fell by half. Microsoft (MSFT) cut its planned internal Anthropic spending by over a third.
Both are steering employees toward AI tools they built themselves. Microsoft's customers are still buying more.
Pentagon says it has stopped using Anthropic's Claude after August phase-out deadline
Sources told the BBC that Claude was still in use last week, embedded in a Palantir data platform the Pentagon relies on.
TradeSun sues OpenAI over Astra name, says it has used it since 2021
TradeSun says it registered Astra as a trademark in 2022. OpenAI says the complaint lacks any merit.
Foxconn (HNHPF) posts record $36.5 billion September sales as AI demand lifts quarterly revenue 47%
Third-quarter sales beat estimates. Hon Hai's fourth-quarter outlook is worded differently from its last one.
OpenAI to test image ads in ChatGPT, adds measurement tools with LiveRamp (RAMP) and other partners
Advertisers have complained they can't tell if ChatGPT ads work. The bigger limit may be how few ad slots there are.
Korea's Hancom (030520) takes its AI platform to Wall Street after requests from about 10 US funds
The maker of Korea's best-known word processor wants US investors to see it as an AI company. Its first-half AI sales already topped last year's total.
Ondas (ONDS) lands $56 million arming-device order for European loitering munition program
The customer and the weapon weren't named. The order came through a Polish operation Ondas picked up in September.