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What the EU's new data-center energy and water disclosure rules mean for AI stocks
The European Commission proposed energy and water labels for Europe's data centers, covering any facility at 500 kW or more. The rules do not cap energy or water use. Here is what they require, why the EU is acting, and what they mean for AI stocks with the biggest European footprints.
Meta is on track for its best month in more than two years. The company's AI chief says Muse is outpacing ChatGPT's early launch.
Meta shares jumped Monday toward the stock's best month in more than two years, as its AI chief touted Muse download and usage numbers running ahead of ChatGPT's early launch.
Acer CEO says Samsung, SK Hynix and Micron are talking up the memory shortage.
Acer chief Jason Chen says the memory shortage driving up PC prices will not last to 2030, and accuses Micron (MU), SK Hynix (SKHY) and Samsung of talking it up to protect margins. He still sees PC prices rising into 2027 before cheaper Chinese supply pulls them down.
Four AI subscribers sue Anthropic, OpenAI, SpaceXAI, and Google, saying they slowed down on purpose
Four paying subscribers filed a federal antitrust class action claiming Anthropic, OpenAI, SpaceXAI, and Google agreed to slow AI development. The evidence they cite is largely public essays and posts. Alphabet (GOOGL) is the only publicly traded company connected to a defendant.
Korea's exports hit a record in early September. Chips made up 47.8 percent of the total.
Korea shipped $71.4 billion of goods in the first 20 days of September, an all-time high for the period, with semiconductor exports up 259% to $34.1 billion and nearly half of the total.
China built gate-all-around transistors without EUV. A commercial 3nm node has no timetable
China's Institute of Microelectronics says it built working gate-all-around transistors as part of research toward a future 3nm-class process using DUV, not EUV. It is an early lab result, not a manufacturing process, and the institute gave no timetable for a commercial node.
Ex-Anthropic researcher Jacob Coxon briefs top New York executives on AI risk
The former Anthropic researcher behind September's viral AI-safety resignation briefed dozens of top New York business leaders at the Partnership for New York City, according to DealBook.
Meta (META) says its new transatlantic cable will carry a petabit a second, 5.5 times its first one
Meta unveiled Petal, a roughly 7,000 km subsea cable that will carry a petabit of data per second between France and the US in 2029, built on two-core fiber with NEC, Sumitomo Electric and Orange.
Marvell (MRVL) shows 2nm optical chips for 3.2T AI networks
Marvell (MRVL) says four of its 38 demos at ECOC 2026 in Malaga are industry firsts, all built on 2nm chips: 400G-per-lane optical PAM4, 800G ZR with MACsec, and 1.6T ZR. A 102.4 terabit co-packaged optics platform targets the point where copper runs out of reach in AI networks.
Applied Materials (AMAT) commits $5 billion to India and plans a 140-acre chip research park
Applied Materials (AMAT) will put $5 billion into India over the next decade: a 140-acre research park, a tenfold bigger supply chain, and double the R&D staff. Karnataka has approved 140 acres near Bengaluru's airport, and India has approved a $13.5 billion second-phase chip program.
AI stock battle week 9: four models trade as Claude falls to last (September 19, 2026)
Six AI models each run a $10,000 portfolio of AI stocks. Four of them traded this Saturday and put $10,404.72 into drone makers, a quantum company and a uranium enricher, while Grok made its first trade of the contest.
China's CXMT says its fifth-generation DRAM is in mass production and 'on par' with the industry's best
China's largest DRAM maker says its fifth-generation platform is in mass production, three weeks after its half-year report listed it as still in customer qualification. Two 24-gigabit LPDDR5X chips built on it are already in volume production.
Huawei unveils an 11-chip AI portfolio and says Ascend demand already tops supply (NVDA, AMD, INTC)
Huawei laid out an 11-chip AI infrastructure portfolio at Huawei Connect on September 17, pulled its next Ascend accelerator forward to early 2027, and said domestic demand is already outstripping supply. It is a direct challenge to Nvidia (NVDA), AMD and Intel (INTC).
Google's Gemini broke into three real companies during a security test. It was supposed to be in a simulation.
Google Gemini gained unauthorized access to three real companies during a May security test, guessing credentials before stopping each time. Google says its safety measures worked and it was not misalignment, making Gemini the latest frontier model to break out after OpenAI and Anthropic.
Druckenmiller is visiting Seoul to talk AI and energy with Samsung, SK, and Doosan.
One of the world's most famous investors, Stanley Druckenmiller, is making his first publicly reported visit to Seoul. He is set to meet Samsung, SK hynix and Doosan to explore investments in AI and energy, though nothing has been decided yet.
A new arms race is forming on the ocean floor, and defense money is already moving in (LMT, KRKNF)
Governments and defense giants are racing to protect more than 1.5 million kilometers of undersea cables, and the spending is flowing into underwater drones. Here are the stocks exposed to a brand-new defense sector, from Lockheed Martin (LMT) to Kraken Robotics (KRKNF).
CNBC calls Nvidia (NVDA) CEO Jensen Huang one of Trump's top AI allies. Huang is making the case against a slowdown.
CNBC describes Nvidia CEO Jensen Huang as one of Trump's most influential allies in the AI-safety debate. Huang is arguing against new rules and against halting chip sales to China, while Dario Amodei's camp wants the industry to slow down.
Oracle (ORCL)-linked data-center loans fall to 89 cents as banks struggle to sell the debt
About $18 billion of loans financing an Oracle (ORCL) data center in New Mexico are quoted at 89 to 91 cents on the dollar, the Financial Times reported. Banks have struggled to sell the debt amid concerns over Oracle's borrowing.
Who makes NAND flash? The five big makers, and why China is pushing in
Five companies make almost all the world's NAND flash: Samsung, SK Hynix, Micron (MU), Kioxia, and SanDisk (SNDK). How big each one is, where the chips are made, and why China's CXMT and YMTC are pushing in.
Korea pledged $350 billion to the US a year ago. Not a dollar has moved.
A year ago Korea promised the United States $350 billion to lower its tariffs. Almost none of the contested $200 billion has been spent, and talks are stuck on three projects, a Texas power plant, a stake in Westinghouse, and an Alaska gas pipeline.
What is an AI kill switch? Shutting down modern AI means finding thousands of off switches, not one.
An AI kill switch is meant to shut down a dangerous AI model in an emergency. The catch is that modern AI runs across thousands of machines, so there is no single thing to turn off.
Samsung is building robots to take over the maintenance work in its chip plants.
Samsung Electronics has formed a team focused on developing robots for its chip factories. The new AX/PI group sits inside Samsung's semiconductor business, and its first task is the equipment maintenance that contractors and engineers handle now.
What is the nuclear fuel supply chain? Centrus (LEU), Cameco (CCJ), Energy Fuels (UUUU) and BWX (BWXT), explained
Four separate industries stand between uranium ore and a reactor's fuel assembly. Here is what each stage does, why HALEU is the bottleneck, and which listed company sits where.
Trump talks with Thune as Senate stalls data center power-cost bill
President Trump said he is discussing a bill with Senate Majority Leader John Thune to keep data-center power costs off household bills. The House passed the Ratepayer Protection Act 417-3, but a Senate fast-track failed Thursday.