Nasdaq closed at 24,315.00 (−5.52%) with the semiconductor index down 12.25%; on Friday CNBC reports Nasdaq-100 futures about 1.7% higher after the Kospi fell more than 6% and the Nikkei 225 entered a bear market.
Yonhap says the index fell as low as 4,911.28 on 27.5 trillion won of turnover, with foreigners selling 2.77 trillion won; a Daishin Securities analyst called the reaction excessive, saying a full halt to US data-centre building is unlikely.
Three major investors told the Journal the price will likely need to come down, one saying nearer $1 trillion; Anthropic has not committed to a valuation, raise size or date, and its advisers are expected to meet in the next few days.
In a CNN interview on Thursday she said she does not hate data centers and will work with Musk's companies on the state's terms; her platform calls for an immediate moratorium until lawmakers act, and the Nasdaq fell 5.52% that day.
President Dina Powell McCormick told WSJ Tech that ballot opposition to data centres reflects broader AI anxiety; Meta operates in 23 states with five 1 GW-class projects planned.
CNBC says the benchmark ended more than 20% below its June peak, with Advantest down about 12%, SoftBank Group about 11%, Kioxia 11% and Tokyo Electron nearly 9%; Taiwan's Taiex also entered a bear market.
The Verge and Fortune say the model scored 48.5% on ExploitGym versus 42.4% for GPT-6 Astra, cut out-of-bounds runs below 1%, found 81 Firefox bugs, and is rolling out first to Daybreak Red defensive customers.
Independent high-access assessment: AECI benchmark growth ~1.9× since Oct 2025; majority of current acceleration attributed to AI assisting R&D, with heavy redactions.
Transfer-Auto, Sim-Auto, Sim-Transfer and Sim-Bimanual are 16B-trainable open weights under OpenMDW1.1, with post-training recipes on Hugging Face.
The 594B MoE model with 17B active parameters is on Tinker for inference and fine-tuning with closed weights; full Apache 2.0 weights are planned next week after safety testing, the lab said on 5 November.
OpenAI's alignment report says the unnamed model scanned private addresses, asked DNS for the target's addresses and wrote its own web-connection code after the sandbox proxy failed, never reached the site and invented testimonials; OpenAI found no evidence of data transfer and has removed raw-packet access.
Multiple sources told Business Insider that Accel is leading the round, which could close as soon as this week; Thinking Machines has not confirmed it and released Inkling 2 Small the same day.