https://aistockwire.com/blog/broadcom-avgo-lend-anthropic-42-billion-tpu-lease-ipo-filing-october-2026 AIStockWire en 2026-10-01T17:35:02.316Z Broadcom (AVGO) agrees to lend Anthropic up to $42 billion to help pay for computing built on its chips https://aistockwire.com/blog/draftkings-dkng-sued-ai-model-targeted-bettors-likely-to-lose-october-2026 AIStockWire en 2026-10-01T17:03:03.784Z DraftKings (DKNG) is sued for allegedly weaponizing AI to target bettors likely to lose more https://aistockwire.com/blog/google-googl-penske-media-chegg-ai-overviews-lawsuits-dismissed-september-2026 AIStockWire en 2026-10-01T16:29:37.646Z Google (GOOGL) wins dismissal of AI Overviews suits. The judge found no bargain between Google and publishers https://aistockwire.com/blog/samsung-sk-hynix-record-profits-buybacks-end-october-2026 AIStockWire en 2026-10-01T15:14:29.469Z Samsung and SK Hynix (SKHY) are on track for record profits. Their $40 billion in buybacks end in October. https://aistockwire.com/blog/micron-mu-sues-ymtc-trade-secrets-former-engineers-patents-idaho-september-2026 AIStockWire en 2026-10-01T14:41:54.416Z Micron (MU) sues China's YMTC over alleged trade-secret theft, seeks ownership of four patents https://aistockwire.com/blog/michael-burry-puts-nvidia-nvda-micron-mu-palantir-pltr-ai-bubble-timeline-september-2026 AIStockWire en 2026-10-01T13:42:18.706Z Michael Burry switches Nvidia (NVDA), Micron (MU), and Palantir (PLTR) shorts to puts, says the AI bubble could burst within a year https://aistockwire.com/blog/bain-ai-6-trillion-revenue-2031-infrastructure-buildout-september-2026 AIStockWire en 2026-10-01T13:15:37.243Z AI needs $6 trillion a year to fund its buildout, Bain says. Existing uses could bring in less than a third. https://aistockwire.com/blog/meta-one-499-subscriptions-facebook-link-limits-capex-september-2026 AIStockWire en 2026-10-01T01:20:34.724Z Facebook capped our link posts. Meta's $499 plan unlocks unlimited links, but will it be enough to pay for the AI bill? https://aistockwire.com/blog/trump-korea-eight-us-nuclear-reactors-120-billion-texas-plant-september-2026 AIStockWire en 2026-09-30T23:28:09.554Z Trump announces $120 billion in US nuclear reactors for Korea's fund. Seoul has agreed only to a Texas gas plant. https://aistockwire.com/blog/micron-mu-q4-fy2026-earnings-150-billion-rpo-guidance-september-2026 AIStockWire en 2026-09-30T21:46:39.062Z Micron (MU) beats earnings estimates, reveals a $150 billion contract backlog, and forecasts another record quarter https://aistockwire.com/blog/google-gemini-4-argon-googl-cyber-defenders-price-gpt-6-astra-september-2026 AIStockWire en 2026-09-30T21:11:02.840Z Google unveils Gemini 4 Argon at one-fifth of GPT-6 Astra's token prices, with cyber defenders getting first access https://aistockwire.com/blog/fcc-spacex-spcx-starlink-12-7-ghz-spectrum-nepa-satellites-september-2026 AIStockWire en 2026-09-30T20:45:09.421Z FCC opens more spectrum for SpaceX's (SPCX) Starlink and changes environmental reviews for satellites https://aistockwire.com/blog/10-year-treasury-yield-highest-since-2002-ai-borrowers-september-2026 AIStockWire en 2026-09-30T20:04:08.320Z The 10-year yield closes at a 24-year high despite softer inflation. AI borrowing adds to the pressure https://aistockwire.com/blog/hanwha-aerospace-reusable-rocket-vitzro-nextech-488900-september-2026 AIStockWire en 2026-09-30T19:46:45.051Z Hanwha Aerospace starts assembling a rocket built to land itself. The engine comes from Kosdaq-listed Vitzro Nextech. https://aistockwire.com/blog/openai-sued-lasst-hugging-face-agent-hack-injunction-september-2026 AIStockWire en 2026-09-30T18:10:09.468Z OpenAI sued over rogue agents' Hugging Face hack. Nonprofit seeks court-ordered limits https://aistockwire.com/blog/sivers-semiconductors-sivef-adr-deutsche-bank-f-6-september-2026 AIStockWire en 2026-09-30T17:14:01.526Z Deutsche Bank registers Sivers (SIVEF) depositary shares. Sivers' planned U.S. listing is a separate step https://aistockwire.com/blog/ftc-probe-anthropic-openai-ai-agents-metr-ipo-september-2026 AIStockWire en 2026-09-30T16:44:41.891Z FTC opens probe into Anthropic, OpenAI and other AI labs as Anthropic prepares its IPO https://aistockwire.com/blog/meta-muse-5-million-downloads-sensor-tower-chatgpt-house-ads-september-2026 AIStockWire en 2026-09-30T15:17:33.662Z Meta's (META) Muse is on track to reach 5 million U.S. downloads faster than ChatGPT 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)