AI Market Movers · Memory, networking & interconnect
Lumentum
LITE
Lumentum makes optical components for the same job: getting light, not copper, between the boxes.
In the Daily
· Morning Brief
There may be no plug to pullCNBC reports Anthropic says small AI models are months away from copying themselves across smart TVs and other home devices, as bank regulators press lenders on whether they could shut down rogue agents.
· 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
Dartmouth clears the detectorThe Dartmouth reports that interim dean of the faculty of Arts and Sciences John Carey emailed undergraduate faculty on Sept. 29 with “guidelines on use of AI detection in teaching.”
· Closing Time
Closing Time: The trillion-dollar warm-up lapOpenAI tests investor appetite above $1.2 trillion pre-IPO — plus Suleyman vs. Anthropic on Claude's inner life, a UN push on AI rules, Apple's enterprise server, and a unified Claude.
· 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.
· Closing Time
Closing Time: Anthropic named a market bigger than the economyOpenAI says Jalapeño beat Nvidia. ClickHouse hits $350 million ARR.