AI Market Movers · Chip equipment, EDA & packaging
Applied Materials
AMAT
Applied Materials sells deposition, etch, and the rest of the fab line. If TSMC is the factory, this is a lot of the tools inside it.
In the Daily
· Morning Brief
Who’s listening in the AI boardroom?CNBC reports the FBI arrested an OpenAI employee accused of hiding a recording device in the company’s executive conference room, as a judge lets Apple dig into how OpenAI hired its former engineers.
· Closing Time
Closing Time: Google wants its crown backReuters reports Google released Gemini 4 Argon to developers and businesses worldwide, seeking to regain ground on OpenAI and Anthropic after months of delays and a DeepMind shakeup.
· Closing Time
Closing Time: They built a wet lab for ClaudeAnthropic’s wet lab, Suleyman’s serious situation, Newsom’s kill switch, and Friday’s AI tape.