AI Market Movers · Chip equipment, EDA & packaging

ASML

ASML is EUV. Without those machines, nobody prints a leading-edge GPU. The rest of the stack waits on this one.

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October 15, 2026 · Closing Time
Closing Time: Apple and Meta bury the hatchet
CNBC reports Apple and Meta teamed up so developers can run Meta’s giant open-weight Muse Spark Open model on Mac Studio desktops instead of in the cloud.
October 14, 2026 · Morning Brief
Who’s listening in the AI boardroom?
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September 29, 2026 · Morning Brief
They wrote extinction into the filing
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September 28, 2026 · Closing Time
Closing Time: They asked a judge to stop the next model
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September 14, 2026 · Closing Time
Closing Time: The customers locked the models
Monday afternoon wrap — enterprise vaults, Microsoft’s control code, and Anthropic’s Nasdaq walk