AI Market Movers · Chip equipment, EDA & packaging
Teradyne
TER
Teradyne tests chips, and also sells robots. The test business is how you know the accelerator actually works.
In the Daily
· Closing Time
Closing Time: Apple and Meta bury the hatchetCNBC reports Apple and Meta teamed up so developers can run Meta’s giant open-weight Muse Spark Open model on Mac Studio desktops instead of in the cloud.
· 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
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