https://aistockwire.com/blog/white-house-ai-safety-accord-superintelligence-meta-googl-nvda-september-2026 AIStockWire en 2026-09-30T14:04:06.826Z Trump calls the AI safety accord "morally binding." Who can stop a model's release when something goes wrong? https://aistockwire.com/blog/deepseek-huawei-ascend-tilelang-open-source-nvidia-nvda-cuda-september-2026 AIStockWire en 2026-09-30T13:40:29.863Z DeepSeek open-sourced programming tools for Huawei chips, taking aim at Nvidia's (NVDA) CUDA https://aistockwire.com/blog/hpe-vultr-1-2-billion-amd-helios-order-networking-outlook-september-2026 AIStockWire en 2026-09-30T13:18:54.816Z HPE lands a $1.2 billion Vultr order for AMD (AMD) Helios racks and raises its networking outlook https://aistockwire.com/blog/nvidia-nvda-insurers-chip-backed-loans-neocloud-risk-september-2026 AIStockWire en 2026-09-30T01:09:50.239Z Nvidia (NVDA) wants insurers to cover part of its chip-backed AI loans. The terms would show what used AI chips are worth. https://aistockwire.com/blog/korea-us-investment-first-projects-trump-alaska-lng-54-billion-september-2026 AIStockWire en 2026-09-30T00:53:41.791Z Trump could pick first projects for Korea's $200 billion US fund, with $54 billion eyed for Alaska LNG https://aistockwire.com/blog/robinhood-hood-weekend-stock-trading-bruce-ats-agents-september-2026 AIStockWire en 2026-09-30T00:20:28.103Z Robinhood (HOOD) plans weekend stock trading and AI agents that can place trades inside the app https://aistockwire.com/blog/army-counter-drone-contracts-droneshield-l3harris-drs-september-2026 AIStockWire en 2026-09-29T22:04:20.312Z Army names 10 counter-drone suppliers worth up to $4.15 billion, including DroneShield and L3Harris (LHX) https://aistockwire.com/blog/thomson-reuters-tri-ross-intelligence-appeals-court-ai-training-fair-use AIStockWire en 2026-09-29T20:57:21.498Z Thomson Reuters (TRI) wins AI copyright appeal against Ross Intelligence. The court's reasoning remains sealed https://aistockwire.com/blog/china-ai-agents-alibaba-deepseek-false-claims-tender-recall-rules-2026 AIStockWire en 2026-09-29T19:31:28.078Z AI agents built on Alibaba (BABA) and DeepSeek models made false claims in most mock bids. Revising their strategies made it worse. https://aistockwire.com/blog/openai-30-billion-raise-1-4-trillion-valuation-70-billion-run-rate-2026 AIStockWire en 2026-09-29T18:39:03.655Z OpenAI reportedly seeks $30 billion at a $1.4 trillion valuation as its revenue run rate nears $70 billion https://aistockwire.com/blog/colocation-data-center-landlords-dlr-eqix-vs-tenants-coreweave-nebius AIStockWire en 2026-09-29T17:58:57.103Z Data center landlords vs. tenants: Digital Realty (DLR) and Equinix (EQIX) vs. CoreWeave (CRWV) and Nebius (NBIS) https://aistockwire.com/blog/america-gov-google-gemini-spacex-grok-googl-spcx-september-2026 AIStockWire en 2026-09-29T16:39:55.333Z Trump's new America.gov runs on Alphabet's (GOOGL) Gemini and SpaceX's (SPCX) Grok https://aistockwire.com/blog/junk-bonds-worst-month-since-2022-rates-not-credit-hyg-jnk-september-2026 AIStockWire en 2026-09-29T15:39:28.584Z Junk bonds are having their worst month since 2022. Here's what I'm watching in AI debt https://aistockwire.com/blog/resonac-300mm-silicon-carbide-wafer-wolfspeed-wolf-sicc-september-2026 AIStockWire en 2026-09-29T13:41:33.276Z Japan's Resonac develops a 300mm silicon carbide wafer, following Wolfspeed (WOLF) and China's SICC https://aistockwire.com/blog/anthropic-518-billion-compute-non-cancelable-google-amazon-broadcom-spacexai AIStockWire en 2026-09-29T13:12:11.961Z Anthropic's $518 billion AI buildout: about 80% is reportedly locked in, even if the capacity goes unused https://aistockwire.com/blog/naver-daum-block-foreign-ai-crawlers-korean-data-september-2026 AIStockWire en 2026-09-29T13:04:14.380Z Korea's Daum plans limits on ChatGPT and other AI crawlers. Naver already restricts them. https://aistockwire.com/blog/oracle-orcl-coreweave-crwv-ai-debt-compared AIStockWire en 2026-09-29T12:37:49.489Z Oracle (ORCL) vs. CoreWeave (CRWV): the debt behind the AI buildout, compared https://aistockwire.com/blog/amd-world-labs-fei-fei-li-8-2-billion-all-stock-physical-ai-september-2026 AIStockWire en 2026-09-29T00:27:57.131Z AMD agrees to buy Fei-Fei Li's World Labs for $8.2 billion in stock https://aistockwire.com/blog/anthropic-ipo-prospectus-42-billion-loss-518-billion-compute-september-2026 AIStockWire en 2026-09-29T00:21:48.900Z Anthropic eyes $2 trillion-plus IPO valuation as prospectus reportedly shows $42 billion loss and massive compute commitments https://aistockwire.com/blog/raytheon-rtx-amraam-20-7-billion-air-force-contract-september-2026 AIStockWire en 2026-09-28T23:06:23.212Z RTX's Raytheon wins AMRAAM contract worth up to $20.7 billion, with initial funding almost entirely from foreign buyers https://aistockwire.com/blog/palo-alto-networks-panw-cfo-golechha-10b5-1-sale-september-2026 AIStockWire en 2026-09-28T22:47:16.602Z Palo Alto Networks (PANW) CFO sells $10.8 million in stock, more than seven times his previous largest sale https://aistockwire.com/blog/navitas-nvts-army-alattis-10-kv-silicon-carbide-september-28-2026 AIStockWire en 2026-09-28T22:38:19.087Z Navitas (NVTS) selected by U.S. Army for 10 kV silicon carbide program, shares surge after hours https://aistockwire.com/blog/nyc-council-subpoena-elon-musk-spacexai-spcx-ai-safety-hearing-september-2026 AIStockWire en 2026-09-28T21:49:11.125Z NYC Council subpoenas Elon Musk's SpaceXAI (SPCX) to testify on AI safety https://aistockwire.com/blog/anthropic-sonnet-5-5-opus-5-5-amodei-slow-down-ipo-september-2026 AIStockWire en 2026-09-28T20:40:12.148Z Anthropic called for an AI slowdown, then released two models in six days. What would it actually hold back? https://aistockwire.com/blog/cybersecurity-stocks-compared-crowdstrike-palo-alto-zscaler-sentinelone-fortinet AIStockWire en 2026-09-28T19:36:30.641Z Cybersecurity stocks compared: CrowdStrike (CRWD) vs Palo Alto (PANW) vs Zscaler (ZS) vs SentinelOne (S) vs Fortinet (FTNT) https://aistockwire.com/blog/jensen-huang-nvidia-nvda-distillation-competition-bessent-theft-september-2026 AIStockWire en 2026-09-28T18:40:55.867Z Nvidia (NVDA) CEO Jensen Huang calls AI distillation competition. Washington calls it theft. https://aistockwire.com/blog/samsung-electro-mechanics-fc-bga-substrate-6-78-trillion-won-sejong-vietnam AIStockWire en 2026-09-28T16:43:21.638Z Samsung Electro-Mechanics (009150) plans $5 billion substrate expansion https://aistockwire.com/blog/ai-stock-battle-week-10-grok-retakes-lead-september-26-2026 AIStockWire en 2026-09-28T16:19:36.229Z AI stock battle week 10: Grok retakes the lead on the last day as five AIs gain (September 26, 2026) https://aistockwire.com/blog/pintel-291810-kosdaq-delisting-market-cap-september-2026 AIStockWire en 2026-09-28T15:20:44.850Z Korea's Pintel (291810) nears Kosdaq delisting after a 30% one-day drop