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Sakana AI says Fugu can reach Fable 5-class benchmark performance by orchestrating multiple models - a reminder that the next leap may come from coordination, not just bigger standalone systems.
Bain is using AI-built software replicas, while Microsoft is pushing cheaper, user-controlled models as Nadella warns frontier labs could dominate the economy.
Infrastructure remains the pressure point: data-center capex is forcing banks and energy regulators to adjust, and markets rewarded the names tied to that buildout, led by Bloom Energy and Micron.
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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, rising 3.31% and 3.18%, respectively. NVIDIA (+2.95%), Amazon (+2.90%), Meta (+1.70%), and Alphabet (+1.48%) also closed green.
SpaceX was the lone decliner, finishing the day down 3.56%.
Pre-market trading was more mixed, with seven of the nine names slipping back. Micron led the gainers with a 3.50% rise, while ASML edged up 0.31%.
Headlines
Sakana AI says Fugu reaches Fable 5-class benchmark performance through multi-model orchestration. (Sakana AI)
Bain is using AI-built software replicas to test takeover targets as generative AI pressures software valuations. (Financial Times)
Microsoft pushes cheaper, user-controlled AI models as Satya Nadella warns frontier labs could dominate the economy. (The Wall Street Journal)
AI data-center buildout pushes banks and energy regulators to adapt as capex demand reshapes financing and grid access. (Semafor)
Samsung Electronics expands ChatGPT Enterprise and Codex to Korean staff and global DX teams. (OpenAI)
Getty Images signs a multi-year OpenAI display deal to bring licensed visuals into ChatGPT. (GlobeNewswire)
Tencent tests Xiaowei inside WeChat ahead of a broader Q3 AI-agent rollout. (The Next Web)
Anthropic draws export-ban scrutiny after its AI-risk warnings far outpaced OpenAI’s public messaging. (Financial Times)
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