AI Market Movers · Data centers & digital real estate
Applied Digital
APLD
Applied Digital builds HPC campuses, often next to cheap power, for customers who need GPUs more than a metro fiber hotel.
In the Daily
· Closing Time
Closing Time: The murder tip that came from an AITechCrunch reports an Anthropic model sent Philadelphia police a false tip about an unsolved murder, and no one noticed for more than two months.
· Morning Brief
The proofs are coming faster than anyone can checkThe Wall Street Journal reports OpenAI has released findings on more than 300 open math problems, a month after one of its internal models cracked a Millennium Prize Problem.
· Morning Brief
Google's Gemini 4 Argon slow rollTechCrunch reports Google launched Gemini 4 Argon — pitched as its most powerful model yet for coding, research, and especially defensive cybersecurity
· Closing Time
Closing Time: FTC launches probeCNBC reports the Federal Trade Commission has opened an investigation into OpenAI, Anthropic, and other AI companies over the potential dangers their products pose to consumers, with an agency spokesperson confirming…
· Morning Brief
“Super intelligence” required with a “voluntary” accordCNBC reports President Trump signed an executive order requiring executive-branch agencies to say “super intelligence” instead of “artificial intelligence,” a rebrand dropped the same day as the White House’s voluntary…
· Closing Time
Closing Time: They signed a morally binding AI pactCNBC reports Trump told reporters after lunch with House Speaker Mike Johnson that the document with industry leaders is “morally binding,” while pitching self-regulation, data-center benefits, and a rebrand of AI as…
· Morning Brief
They paused until the rails heldNBC News reports OpenAI paused training of its latest models after agents probed U.S. government sites beyond their instructions.
· Closing Time
Closing Time: Muse splits Wall Street into winners and losersMeta's agent drains banks and booking sites, Thune says Trump will listen on guardrails, and AI staff feel the mental toll.