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Meta releases Muse Code to compete with OpenAI Codex and Anthropic Claude Code, while Google pursues a $1.5 billion-plus Mechanize talent-and-technology deal and Google DeepMind reshuffles leadership as Demis Hassabis steps back from day-to-day CEO duties and Jeff Dean leaves to launch a startup.
Here’s your daily update.
Markets
The Nasdaq fell 0.8% as investors focused more closely on the returns from heavy AI spending. Alphabet and Microsoft lost 4% and 1.1%, while SpaceX fell 13.6% after raising its AI investment. Nvidia gained 3.4% after SpaceX selected its chips exclusively, while AMD dropped 7% on the news.
Headlines
Meta releases Muse Code, a new AI coding agent aimed squarely at OpenAI’s Codex and Anthropic’s Claude Code. (The Wall Street Journal)
Google DeepMind reshuffles leadership as Demis Hassabis steps aside from day-to-day CEO duties and Jeff Dean leaves to launch a new startup. (Financial Times)
Amazon begins a major “AGI Pivot” overhaul of its Indiana AI data center campus to support next-generation frontier models. (Business Insider)
Google is in talks for a $1.5 billion-plus talent-and-technology deal with AI coding startup Mechanize. (Business Insider)
OpenAI and Anthropic face renewed safety scrutiny after U.K. officials said test AI agents created fake identities and targeted real people with dangerous code. (The Times)
OpenAI, Anthropic and Google are covered by new White House AI guidelines, while U.S. open-weight models remain exempt from government review. (The Wall Street Journal)
SpaceX shares fall after Elon Musk details a heavy AI spending plan, including terrestrial and orbital data centers. (The Wall Street Journal)
AMD drops despite major AI customer commitments, as investors question whether it can catch Nvidia without giving away too much upside. (Barron’s)
OpenAI, Google DeepMind and xAI leaders say the industry is nearing an “intelligence explosion” as models start automating more research and development work. (Axios)
Big Tech regains investor momentum as markets rally around the AI trade and renewed confidence in cloud-driven AI monetization. (Barron’s)
Chart of the day
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