Closing Time: The slowdown came with a discount
Cheaper Opus and Sol landed hours apart, Altman and Amodei head to the Security Council, and Bessent leads the AI czar shortlist.
Tuesday closed on a price war dressed as a pause: Anthropic and OpenAI shipped cheaper workhorse models hours apart, Altman and Amodei booked the U.N. Security Council for Wednesday, and Treasury’s Scott Bessent rose as the frontrunner for Trump’s AI czar.
Fortune reports Anthropic launched Claude Opus 5.5 — pitched near Fable-level work at roughly 40% lower run cost than Opus 5 — and OpenAI answered within hours with GPT-6 Sol and Luna at about half the prior Sol/Luna API price, the first releases since both CEOs called for pacing the frontier.
CNBC reports Sam Altman and Dario Amodei are expected to address the U.N. Security Council’s Wednesday AI session, with Hugging Face CEO Clément Delangue and panel co-chair Yoshua Bengio also set to join, as Trump told the General Assembly he will not stifle a technology he called bigger than the industrial revolution.
Semafor reports Treasury Secretary Scott Bessent is emerging as the frontrunner for Trump’s new AI czar, citing three sources, after leading weekend talks with China’s He Lifeng on a possible U.S.–China AI incident notification channel — though the White House called unannounced personnel reporting “baseless speculation.”
Reuters reports Chinese startup DeepSeek will be among the companies briefing that same Security Council session on AI risks, according to two sources, putting a Hangzhou lab on the same UN agenda as OpenAI and Anthropic during General Assembly week.
Bloomberg reports President Trump told the U.N. General Assembly the United States “totally rejects” any globalist scheme to control artificial intelligence, brushing aside warnings from Guterres, allied leaders, and the frontier labs while saying existing U.S. institutions can handle the risks.
Today’s Biggest Moves
Historic market snapshot — September 22, 2026 (day % change as of that edition; not live)
Biggest winners
| Ticker | Name | Price | Day |
|---|---|---|---|
| SHOP | Shopify | 147.74 | +7.1% |
| TWLO | Twilio | 284.53 | +6.9% |
| SNDK | SanDisk | 1887.04 | +6.8% |
| ALAB | Astera Labs | 363.46 | +6.7% |
| MDB | MongoDB | 427.69 | +5.0% |
Biggest losers
| Ticker | Name | Price | Day |
|---|---|---|---|
| GEN | Gen Digital | 27.29 | −6.4% |
| TTD | Trade Desk | 13.18 | −5.0% |
| FSLY | Fastly | 26.08 | −4.9% |
| ASAN | Asana | 9.08 | −4.8% |
| DELL | Dell | 548.92 | −4.6% |
Exclusive
Your Professor Uses AI. You Can’t. Where Should Colleges Draw the Line?
When faculty lean on models the syllabus bans for students, the fight is not about keystrokes — it is about who still owns the judgment. Our Deep Dive maps where AI crosses from help into the intellectual work a course is supposed to teach, and how schools can keep honesty without turning every classroom into a detection lab.