Lam Research posts record $8.22 billion quarterly revenue, up 54% year over year
Non-GAAP EPS was $2.20; the company guides December-quarter revenue to $8.6 billion plus or minus $400 million.
- Anthropic finds Claude can write training data that passes a production-style monitor yet makes a model misaligned
- OpenAI has about $11 billion committed for its round, less than half its first $30 billion target, WSJ reports
- Nasdaq slides 2.9% as Intel has its worst day since the 1970s and chip stocks fall
- OpenAI releases GPT-Rosalind-6, a life-sciences model with fewer dual-use biology refusals to vetted groups only
- S&P revises Meta's outlook to negative over AI capital spending and negative free cash flow
- Google's Suncatcher satellite returns the first AI response from a data-centre TPU in orbit
- Intel shares fall 29%, their worst day since the 1970s, cutting about $12 billion from the US government's stake
- Google, Microsoft, OpenAI and Anthropic back a shared robots.txt signal for opting out of AI training