News
Market news, earnings recaps, and daily moves in AI and semiconductor stocks.
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.
TeraWulf (WULF) signed a deal to double power at its Kentucky AI campus to 1 GW. No customer is named.
The utility deal would move the Muskie campus's second phase up a year. The campus is separate from TeraWulf's Anthropic site in Kentucky.
McDonald's (MCD) says AI doesn't set Big Mac prices. Some franchisees say they're pressured to follow its recommendations.
The company calls its pricing engine a tool, not a mandate. Franchisees told Reuters it doesn't feel that way.
Ex-New Jersey Lt. Gov. Dale Caldwell says he ran his harassment report through AI about 59 times, and none found harassment.
The state's investigation reached the opposite conclusion, and the governor's office isn't backing down.
TSMC (TSM) eyes a Texas chip campus beyond its $265 billion Arizona plan. Musk confirms Terafab talks.
A tax credit's construction-start deadline could decide whether the Texas fabs happen. Musk calls the Terafab talks just discussions.
OpenAI's GPT-6 Astra cleared a World of Warcraft zone in 40 minutes without seeing the screen
It read the server's messages and data files instead, built its own tools, and walked through a few walls along the way.
Cerebras (CBRS) bets its giant AI chip can outrun Nvidia (NVDA) GPUs
It turns an entire silicon wafer into one chip. That buys speed, but Cerebras still depends on TSMC for every wafer.
Hackers stole data from seven Korean lenders. An AI tool's name surfaced on an attack server.
Korea's regulators called an emergency meeting with financial companies on a Sunday. At the banks, the attackers didn't go through the apps customers use.
Nvidia-backed Reflection will reportedly release an open AI model to rival China's best
It won't match the top US models at first. The bigger plan is to let companies and governments build their own AI.
Sam Altman calls giving AI 'religious force' a safety issue. Anthropic's co-founder has been meeting religious leaders.
OpenAI's CEO posted the warning on Oct. 3 without naming anyone. A Google DeepMind scientist and Microsoft's AI chief have also criticized treating AI models as possibly conscious.
Anthropic's IPO filing warns its Pentagon fight could cost it commercial customers
Government work is under 1% of its revenue. Its CFO told a court the fight could still cost it billions this year.
GameStop (GME) CEO Ryan Cohen buys $74 million in stock in three weeks. Four directors buy too.
He paid a little more each time. One director bought his first shares after nearly two years on the board.
Cerebras (CBRS) falls below IPO price as report links OpenAI's Ultrafast mode to Nvidia
Sam Altman calls Cerebras a close partner. Up to 19.4 million more insider shares can be sold starting Oct. 14.
OpenAI's safety report lead quits and says its culture is broken
He oversaw safety reports on 12 frontier launches. He says AI labs should run more like nuclear power plants.
Trump expected to name intelligence chief Jay Clayton as AI czar
He already runs 18 intelligence agencies. The White House says any reporting on the pick is speculation until Trump announces it.
Trump threatens to charge Korea more over Alaska LNG. Seoul says his $8.4 billion oil project isn't in the deal
He said he would double it if Seoul doesn't agree soon, without saying what he would double.
Amazon (AMZN) explores $8 billion Nvidia (NVDA) chip sale-and-leaseback deal
Amazon would keep using the chips. A vehicle funded by outside investors would own them.
US reportedly plans $4 billion in loans for Vistra (VST) to boost output at three nuclear plants
The three plants are the same ones whose added output is part of Vistra's 20-year power deal with Meta.
Nscale hires Meta veteran Justin Osofsky as COO ahead of planned NYSE IPO
Nscale's IPO filing listed no chief operating officer. The new one comes from Meta, where some of its board members also built their careers.
Tesla (TSLA) beats third-quarter delivery estimates as Europe sales recover
Europe gave Tesla a way back to growth without US tax credits. One part of the report still came in below forecasts.
Anthropic puts $100 million into training 10,000 engineers from Accenture (ACN) and other companies
Anthropic's new academy aims to train 10,000 engineers by the end of 2027. Its first program borrows from the way doctors are trained.
Anthropic's IPO could come before Thanksgiving at about $2 trillion as Broadcom (AVGO) lines up $60 billion
Anthropic has invited big investors to an Oct. 14 investor day ahead of an IPO that could come as soon as mid-November, Bloomberg reported. Broadcom's double role as chip supplier and lender is a conflict Anthropic's prospectus flags.
Google (GOOGL) says Gemini 4 Argon leads most benchmarks. Independent rankings tell a more mixed story
Two outside leaderboards rank Gemini 4 Argon below Anthropic's top models, and on one Argon ties OpenAI's GPT-6 Astra. Argon's lower cost per task there reflects introductory prices with no announced end date.