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Qualcomm is lining up Meta and other hyperscalers for its AI data-center CPUs, while OpenAI has unveiled a custom Broadcom-built inference chip to reduce its reliance on Nvidia.
Alibaba shares came under pressure after Anthropic alleged that Qwen-linked operators attempted to extract Claude’s capabilities. Meanwhile, Arca Financial raised $48.5 million to build AI tools for wealth advisers.
Micron also delivered a blowout earnings report powered by AI-driven memory demand, although its shares finished sharply lower alongside ASML, Bloom Energy, Nvidia, and IREN.
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SpaceX was the top performer on the day, rising 0.98%, with Amazon the only other gainer, up 0.57%.
Micron was the clear laggard, plunging 13.18%, while ASML (-7.82%) and Bloom Energy (-6.90%) also posted steep losses.
NVIDIA fell 4.13%, IREN declined 3.78%, and Alphabet slipped 0.77%, while Meta finished nearly flat, down 0.29%.
Headlines
Qualcomm lines up Meta and other hyperscalers for AI data-center CPUs as it raises its non-handset revenue target. (Financial Times)
OpenAI unveils a custom Broadcom-built inference chip to reduce its reliance on Nvidia. (Barron's)
Alibaba slides after Anthropic alleges Qwen-linked operators tried to extract Claude capabilities. (Investor's Business Daily)
Arca Financial raises $48.5 million to build AI tools for wealth advisers. (The Wall Street Journal)
Micron surges after AI-driven memory demand powers a blowout earnings report. (Business Insider)
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