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SpaceX ripped 19.6%, Micron went full vertical, Bloom Energy and Meta joined the party, and the AI trade looked very alive again.
After hours was a little less fun, with Micron, Meta, NVIDIA, ASML, Alphabet, and IREN all slipping red. But SpaceX, Amazon, and Bloom kept holding the line. Not too bad 🤝
Meanwhile, Salesforce is dropping $3.6B on AI agent maker Fin, Arcade.dev raised $60M to secure agent workflows, and Nvidia is apparently so confident in demand that even it is joining the AI borrowing spree with a massive $20B bond deal.
Anthropic, on the other hand, is having a week. Its banned model drama is now part export-control headache, part internal personality clash, part Washington clean-up job.
The big theme today: AI agents are getting funded, bought, secured, regulated, and fought over all at once.
Here’s your daily update.
Exec Text’s AI Index
SpaceX was the clear standout, finishing up 19.60% on the day, while Micron also surged, gaining 10.84%.
Bloom Energy and Meta both had strong sessions, up 5.49% and 4.77% respectively, with NVIDIA, Amazon, Alphabet, IREN, and ASML also closing green.
After hours was softer across most names, with Micron, Meta, NVIDIA, ASML, Alphabet, and IREN all slightly red, while SpaceX, Amazon, and Bloom Energy continued to hold up.
Headlines
Salesforce To Acquire AI Agent Maker Fin In $3.6 Billion Deal (IBD)
Arcade.dev Raises $60 Million to Secure AI Agents (WSJ)
Cyber leaders defend Anthropic's banned model (Axios)
"They screwed us": Personality clashes sent Anthropic's models offline (Axios)
Even Nvidia is joining the AI borrowing spree, with a historic $20 billion bond deal (MarketWatch)
Microsoft CEO warns that a few AI winners could destroy 'entire industries' (Business Insider)
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