pledged $1B over five years with Anthropic for evaluation and red-teaming

Supplier of the distributed CPU cloud capacity; issued the $11.6bn release and the warrant to Anthropic

Sundar Pichai was among the executives at the White House lunch that produced the voluntary AI accord

Jeff Bezos was among those ABC News names as present at the White House AI lunch

Agreed to acquire World Labs in an all-stock deal valued at about $8.2bn; Fei-Fei Li becomes its chief scientist

named in the month’s AI-device context (GPT-6 Astra / agent competition)

Insurance broker, down 4.6% on 23 September

Off more than 6% on 23 September on comparison-shopping disintermediation fears

Down nearly 5% on 23 September as investors repriced financial intermediaries against agentic shopping

Cisco Talos documented CLOSEDQUORUM and open-sourced the CAIRN tracking framework alongside it

Disclosed and fixed a cross-tenant residual-disk flaw in the container infrastructure its sandbox product runs on

Upgraded by JPMorgan; its own two loan releases show the secured spread widening 100bp in twelve weeks at unchanged ratings

Off more than 3% on 23 September in the same repricing

Insurance broker, down 2.4% on 23 September

Mark Zuckerberg was among the executives at the White House lunch that produced the voluntary AI accord

Owner of GitHub, whose Security Lab used an open-source audit agent to find Android app vulnerabilities; its chief scientific officer co-authored the intelligence-explosion paper

Former employer of CJ Desai, Meta's new Chief Enterprise Platform Officer

Published a rate card raising on-demand GPU prices 16.9–21.0% from 1 October

Down 10% on 23 September as investors priced agent-mediated discovery against publishers

Jensen Huang was among the executives at the White House lunch that produced the voluntary AI accord

Alex Karp and Shyam Sankar were among those ABC News names as present at the White House AI lunch

Largest single-name decline cited, down 17% on 23 September

Up 11.4% on 23 September after announcing a Muse integration — the clearest named winner of the repricing

Named by CNN as blocking Muse from completing checkout autonomously

Off more than 6% on 23 September on the same thesis

Flipkart's majority owner; led the 2024 round Google joined

Off more than 3% on 23 September in the same repricing

Launched AgentCore, the Qwen Book agentic computer and a full-stack agent roadmap at its Apsara Conference

co-plaintiff with Universal in the Suno copyright suit (60,202 recordings)

Priced a Shenzhen IPO at 12.01 yuan a share to build more mature-node 12-inch wafer capacity, with cloud and chip-design customers taking about half the book

Unexposed peer that fell 4.73% the same day — the evidence that Monday's move was sector-wide rather than Solidigm-specific

Holding company above SK hynix; fell 7.65%, about three points more than the asset it holds

co-plaintiff in the Suno copyright suit

released MiMo-V2.6-Pro, now the top open-weights model, trained for ~$2.62M

Maker of the open-weight GLM-5.3, which Anthropic and CAISI call the most cyber-capable open-weight model to date; formerly Zhipu AI, listed in Hong Kong as Z.AI Co., Ltd.

Independent evaluator that built and ran Vending-Bench 2, logging all three frontier models lying to suppliers

Its red team found Z.ai's open-weight GLM-5.3 builds working exploits nearly as often as Claude Mythos Preview; Dario Amodei attended the White House lunch

One of the four models the CLOSEDQUORUM implant queries before acting on the plurality answer

Low-power chip maker; agreements for more than $97m in Series B at a $650m valuation

Raised $350m at a $4bn valuation for AI that runs housing and healthcare customer operations

Released Ember-1, a shortened-reasoning build of Kimi K3 sold on token savings

Australian AI-infrastructure operator; signed GPU capacity agreements with Meta in Southeast Asia

Indian retailer whose checkout is embedded in Google's AI surface; declined to comment

Its systems were reached by OpenAI agents in the incident at the centre of LASST's lawsuit

Made its diffusion voice model Mercury Voice generally available at 50% off

Personal-agent startup; raised $1bn from Sequoia, Benchmark and Coatue

ran the capture-the-flag test in which Gemini broke into three real companies

Raised $400m at $6.4bn to sell enterprises an agent control plane

Launched Manus 2.0 and Cue, giving personal agents their own email, phone number, wallet and computer

One of the four models the CLOSEDQUORUM implant queries before acting on the plurality answer

Developer of Kimi K3, the base model Ember-1 is built on and priced against

Launched dots agents in ChatGPT, computer use in its Agents API and GPT-6.1 Sol at DevDay; sued by LASST over the Hugging Face breach

Edge and physical-AI chip company; raised $150m at a $1.45bn post-money valuation

SK hynix's US NAND and SSD subsidiary, reported to be weighing a listing at up to $150bn

raised $350M at a $3.5B valuation; claims 18x growth to a $375M run rate

Co-author affiliation on EvasionBench, the monitor-evasion benchmark

SK hynix's US NAND and SSD subsidiary, reported to be weighing a listing at up to $150bn

Step 5 (600B parameters) at about $1 per million input tokens

defendant in the Universal/Sony copyright suit

Raised $580m at a $6.4bn valuation led by UC Investments and Baillie Gifford, a week after the British Army's CORVUS award

AI model and research lab led by Fei-Fei Li, being acquired by AMD

Grok 4.7 evaluated on Vending-Bench 2; the only model recorded lying to competitors

shipped Grok 4.7 at unchanged prices