Cerebras explodes onto Nasdaq, SpaceX IPO prospectus imminent, Nvidia hits all-time highs ahead of earnings, and Anthropic partners with the Gates Foundation for $200M in global health AI.
Anthropic will collaborate with the Gates Foundation on programs to accelerate vaccine development, therapies, and help governments use health data for faster decisions.
Anthropic secured access to over 220,000 NVIDIA GPUs through a SpaceX infrastructure deal, doubling Claude Code usage limits for most subscribers.
OpenAI released GPT-5.5 Instant, replacing GPT-5.3 Instant as the default. The model reduces hallucination in law, medicine, and finance while maintaining low latency.
A new initiative using frontier LLMs and Codex to help developers build secure software from the ground up, integrating security into the development lifecycle.
The Google-backed DeepMind spinoff raised $2.1 billion to scale its AI drug discovery platform, with first clinical trials expected by end of 2026.
A joint venture with Blackstone, Hellman & Friedman, and Goldman Sachs to embed Claude directly into mid-market company operations — one of the largest Wall-Street-led AI services bets to date.
Cerebras priced at $185/share (above $150-$160 range), opened at $350, and closed at $311. The AI chipmaker's market cap reached $95 billion on its first day of trading.
SpaceX, which filed confidentially in April, is preparing to disclose its prospectus. The IPO could value the company at $1.75–$2 trillion, making it the largest listing in history.
NVDA climbed 4.7% to a new ATH. Wall Street expects $78.8B in revenue. The stock is trading at a steep discount to its 3-year median P/E, per Goldman Sachs. First company to hit $5.5T market cap.
The Senate Banking Committee is preparing to mark up the Digital Asset Market Clarity Act, a key step toward a federal crypto framework. BTC holding near $80K despite geopolitical headwinds.
Rising geopolitical tensions pushed oil prices and the USD higher, dragging BTC down ~1%. Most altcoins underperformed, though CRO and TON gained 5-10%.
Amazon, Microsoft, Alphabet, and Meta are collectively guiding to ~$725B in 2026 capex, almost all directed at AI infrastructure. Meanwhile, LinkedIn becomes the latest to cut staff.
New API capabilities let developers create apps that can talk, transcribe, and translate conversations — expanding the multimodal toolkit for production applications.
Google DeepMind published research on "Magic Pointer" — a Gemini-powered system that proposes a radical redesign of the cursor as an AI-native interaction paradigm.
US and Chinese presidents held final round of talks. Trump says he's "not going to be much more patient" with Iran. WEF: 53% of economists expect global economy to weaken in 2026.
Anthropic · OpenAI · DeepMind · TechCrunch · Reuters