In partnership with
Good Morning,
OpenAI, Google DeepMind, and Anthropic are converging on calls for urgent frontier AI regulation as Washington increases scrutiny of advanced models, though Anthropic is breaking from OpenAI by pushing stricter state-by-state safety laws instead of a national standard.
Anthropic is also accelerating IPO preparations and could aim to list before OpenAI and DeepSeek, adding another competitive front as the leading AI labs move from technical rivalry into policy and capital markets.
Nvidia remains under pressure from scarce chip supply, with Jensen Huang still stepping in to settle internal allocation fights, even as Vera Rubin production reassurances and limited China chip approvals lift investor sentiment.
Here’s your daily update.
Markets
The Nasdaq fell 1.47%, led by semiconductors, as lofty AI valuations and sustainability concerns overshadowed TSMC’s stronger-than-expected earnings. SanDisk, Western Digital and Micron dropped between 5.6% and 12.6%, while Nvidia and TSMC’s U.S.-listed shares lost 2.4% and 2.3%, respectively.
Headlines
OpenAI, Google DeepMind and Anthropic converge on calls for urgent frontier AI regulation as Washington increases scrutiny of advanced models. (Axios)
Anthropic pushes a state-by-state lobbying strategy for stricter AI safety laws, splitting from OpenAI’s preferred national-standard approach. (Business Insider)
Anthropic accelerates IPO preparations and could aim to list before OpenAI and DeepSeek. (Investor’s Business Daily)
Nvidia is still rationing scarce AI chips internally, with Jensen Huang stepping in to settle allocation fights. (Business Insider)
Nvidia nears a new stock buy point as Vera Rubin production reassurances and limited China chip approvals lift sentiment. (Investor’s Business Daily)
New York faces pressure from Trump to reverse its pause on hyperscale AI data centers, which he called a threat to tech investment. (Business Insider)
Equinix and Digital Realty may benefit from the AI data center backlash as demand shifts toward existing colocation capacity. (Barron’s)
Turn AI into Your Income Engine
Ready to transform artificial intelligence from a buzzword into your personal revenue generator?
HubSpot’s groundbreaking guide "200+ AI-Powered Income Ideas" is your gateway to financial innovation in the digital age.
Inside you'll discover:
A curated collection of 200+ profitable opportunities spanning content creation, e-commerce, gaming, and emerging digital markets—each vetted for real-world potential
Step-by-step implementation guides designed for beginners, making AI accessible regardless of your technical background
Cutting-edge strategies aligned with current market trends, ensuring your ventures stay ahead of the curve
Download your guide today and unlock a future where artificial intelligence powers your success. Your next income stream is waiting.