AI Market Movers · Memory, networking & interconnect
Cisco
CSCO
Cisco is campus and data-center networking, trying not to miss the AI fabric the way it did not miss the last few cycles.
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In the Daily
· Closing Time
Closing Time: Meta's Muse Wonder joins the frontierTechCrunch reports Meta released Muse Wonder and Muse Wonder Full, its first frontier models for agents, with paid access through Muse and the Meta Model API.
· Morning Brief
The AI industry is rehearsing the day afterAxios reports top executives at Anthropic, OpenAI and other AI companies are privately gaming out how the public and Washington would react after a catastrophic AI event, with many insiders expecting a major incident within six to 12 months.
· 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.
· Morning Brief
They discounted the slowdownArs Technica reports Anthropic shipped Claude Opus 5.5 at roughly 20% cheaper tokens and about 40% lower cost on a typical workload versus Opus 5, while OpenAI answered with GPT-6 Sol at $2/$10 and Luna at $0.10/$0.50 — the first model…
· Closing Time
Closing Time: The customers locked the modelsMonday afternoon wrap — enterprise vaults, Microsoft’s control code, and Anthropic’s Nasdaq walk
· Closing Time
Closing Time: The slowdown just got signaturesAmodei’s pace plan, Nvidia’s Anthropic IPO talk, and Meta’s staff revolt over training data