AI Market Movers · Chip equipment, EDA & packaging
ASML
ASML
ASML is EUV. Without those machines, nobody prints a leading-edge GPU. The rest of the stack waits on this one.
- Site
- asml.com
- Product
- EUV
- Who
- Christophe Fouquet, CEO
In the Daily
· Closing Time
Closing Time: Apple and Meta bury the hatchetCNBC reports Apple and Meta teamed up so developers can run Meta’s giant open-weight Muse Spark Open model on Mac Studio desktops instead of in the cloud.
· 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.
· Morning Brief
They wrote extinction into the filingReuters reports Anthropic’s IPO prospectus warns advanced AI could pose “catastrophic or existential risks to humanity,” including models that may “resist shutdown,” conceal information, or show behavior “resembling…
· Closing Time
Closing Time: They asked a judge to stop the next modelReuters reports Florida’s attorney general asked a judge Monday to bar OpenAI from developing new AI models without outside oversight — and to keep minors off ChatGPT — as part of the state’s child-harm lawsuit.
· Closing Time
Closing Time: The customers locked the modelsMonday afternoon wrap — enterprise vaults, Microsoft’s control code, and Anthropic’s Nasdaq walk
· Morning Brief
The tape heard the slowdownAI stocks sold off as Altman, Amodei, and Musk backed pacing the frontier — plus Congress still cannot agree who drives, and Watch.
· Closing Time
Closing Time: Meta wants the keys to your dayMuse wants your apps. Mistral just raised Europe’s biggest private-tech check. Firmus locked OpenAI into Malaysia megawatts.
· Closing Time
Closing Time: They bought the town squareNvidia signed Hugging Face. Astra started rolling. Anthropic chased distillers onto the dark web.