AI Market Movers · Chip equipment, EDA & packaging
Camtek
CAMT
Camtek inspects advanced packaging, the part of the line that got more important when HBM and chiplets showed up.
In the Daily
· 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.
· Closing Time
Closing Time: The hidden power inside old reactorsGoogle signed a 20-year deal for 890 megawatts of new nuclear output from upgrades at 11 Constellation Energy reactors, with the first upgraded power due in 2028.
· 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.