AI Market Movers · GPUs, accelerators & foundries
Micron
MU
Micron makes HBM, the memory stacked on training GPUs. In this cycle, memory is the other scarce chip.
- Site
- micron.com
- Product
- HBM
In the Daily
· Closing Time
Closing Time: Google wants its crown backReuters reports Google released Gemini 4 Argon to developers and businesses worldwide, seeking to regain ground on OpenAI and Anthropic after months of delays and a DeepMind shakeup.
· Morning Brief
The AI boom is running on borrowed moneyThe Wall Street Journal reports Broadcom is working to arrange more than $50 billion in financing for the custom AI chip it is building with OpenAI, with Apollo Global Management and Blackstone among the lenders in talks.
· Closing Time
Closing Time: ChatGPT is done just talkingOpenAI is rolling out GPT-6 in ChatGPT with Intelligent UI, answering with diagrams, charts, buttons and tools it builds on the spot (The Verge).
· 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…
· 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.
· Morning Brief
The fluids problem just blew upOpenAI claims a Millennium Prize breakthrough, Samsung deepens chip ties, and Anthropic’s safety team is openly scared.
· Closing Time
Closing Time: Tokens cracked under a dollarToken prices hit a record low, Brussels called ChatGPT a search engine, China crossed into HBM, and Dyson put a camera in a toothbrush.
· Closing Time
Closing Time: The chatbot opened a storefrontChatGPT started selling ads at scale, Nvidia bought the custom-chip hallway, the Pentagon logged in, and the financial-stability watchdog named the next crash risk.
· Closing Time
Closing Time: The model ran on Chinese chipsZ.ai served GLM-5.3-Flash on home-grown silicon. Labs asked for a cyber shield. Indiana broke ground on HBM packaging.
· Closing Time
Closing Time: Nvidia is circling the search barAlibaba’s $10.2B AI raise. Chip prices up ~17%. Groq racks in production.