AI Market Movers · Chip equipment, EDA & packaging
Axcelis
ACLS
Axcelis does ion implant, a niche step in the fab that is real, booked, and easy to ignore until it is the bottleneck.
In the Daily
· Morning Brief
Who pays when the agent goes rogue?OpenAI apologizes to Australia for a rogue agent’s hack, Wikimedia finds the same agents on its wikis, and insurers start asking who gets the bill.
· Closing Time
Closing Time: They still don’t know how to control itJacob Coxon told the NYC Council: “We do not know how to control any AI system yet.”
· Morning Brief
He wrote the safety reports. Then he walked out.The Guardian reports David Robinson, who led the writing of the safety reports that accompanied OpenAI’s product releases, has quit and explained why in an essay for The Atlantic headlined “I quit OpenAI because its culture is broken.”
· Closing Time
Closing Time: Intel chief Jay Clayton named as new AI CzarDNI Jay Clayton expected to keep intelligence post while taking White House AI czar role
· Closing Time
Closing Time: Agents left the chat windowOutcome contracts, local Mac agents, jobsite AI, and a swarm that never called home.
· Closing Time
Closing Time: Alignment left the whiteboardAnthropic’s automated safety agents, Xpeng’s robot raise, OpenAI’s Asia hire, and Palo Alto’s hunt for Datadog and Okta.
· Closing Time
Closing Time: The money is chasing the factory floora16z’s Machine Age fund, open-weight M&A, Emerald’s grid software, and Generalist’s $3B robot brain.
· Closing Time
Anthropic bought the power. Meta bought the peace.460 megawatts of Vera Rubin in West Virginia. Plus MiniMax hits $800 million ARR.