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Amazon is reportedly in talks to sell its custom Trainium chips to outside customers - a direct shot at Nvidia.
The hyperscalers are increasingly willing to compete with their biggest supplier, even as the capital flooding into infrastructure keeps accelerating. On the model side, Anthropic says its banned Fable 5 and Mythos systems could be back online "in coming days".
Midjourney is making a surprising pivot into healthcare with a "full-body ultrasound" scanner.
And the pressure from AI is landing on workers: Gallup finds tech employees who don't embrace AI face triple the layoff risk of those who do.
The big theme today: the AI buildout is broadening, from chips and capital to healthcare and the workforce itself - and the market is rewarding the names positioned to ride it.
Here’s your daily update.
Exec Text’s AI Index
Bloom Energy was the clear standout, surging 15.41% on the day, with Micron also posting a strong gain of 8.70%.
ASML and IREN were the next best performers, up 3.31% and 3.18%, with NVIDIA (+2.95%), Amazon (+2.90%), Meta (+1.70%), and Alphabet (+1.48%) all closing green as well.
SpaceX was the lone decliner on the board, finishing down 3.56%.
After hours was more mixed, with most names slipping back.Micron led the green names, up 1.58%, followed by IREN (+0.12%) and Bloom Energy (+0.03%), while SpaceX fell furthest, down 1.79%.
Headlines
Anthropic Says Banned Fable 5 And Mythos Could Return "In Coming Days" (Korea JoongAng Daily)
Amazon In Talks To Sell Trainium AI Chips Externally, Taking Direct Aim At Nvidia (Yahoo Finance)
Nvidia Completes Record $25 Billion Bond Offering To Fund AI Buildout (MarketScreener)
OpenAI Says New ChatGPT Health Model Beats Doctor-Written Answers (Becker's)
Midjourney Pivots To Health With "Full-Body Ultrasound" Scanner (Bloomberg)
Tech Workers Who Don't Embrace AI Face Triple The Layoff Risk, Gallup Finds (Binance)
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