AI Market Movers · Applied AI & software
Atlassian
TEAM
Atlassian is Jira and Confluence with an AI layer on the work graph most engineering orgs already live in. TEAM is the ticker.
In the Daily
· Morning Brief
Xi’s White House State Dinner Quickly Becoming an AI Meet Up· Closing Time
Closing Time: They wanted to red-team each otherRivals drafted mutual model tests, Amazon locked Muse out of the cart, and Google put Gemini on a $899 laptop.
· Morning Brief
They need a czar before they have a forceAI Force next steps
· Closing Time
Closing Time: Karp says the guidelines require nationalizationPalantir’s Karp puts nationalization on the AI safety table — plus Amazon’s testing line, CoreWeave’s $3B convert, Emulate’s mega-seed, and Mastercard’s agent cards.
· Morning Brief
Inference crosses an oceanAnthropic locks Australia inference capacity — plus OpenAI’s disclosure clock, a $22B Crux chip loan, and Senate safety talks.
· Closing Time
Closing Time: The trillion-dollar warm-up lapOpenAI tests investor appetite above $1.2 trillion pre-IPO — plus Suleyman vs. Anthropic on Claude's inner life, a UN push on AI rules, Apple's enterprise server, and a unified Claude.
· Morning Brief
The speakerphone said hoaxTrump calls Huang on stage and brands AI fears a hoax — plus Broadcom keeps its forecasts, Anthropic’s IPO calendar holds, and Watch.
· Closing Time
Closing Time: Christiano brought extinction risk into the boardroomChristiano joins OpenAI's board and says catastrophic loss of control is still on the table.
· Morning Brief
The fluids problem just blew upOpenAI claims a Millennium Prize breakthrough, Samsung deepens chip ties, and Anthropic’s safety team is openly scared.
· Closing Time
Closing Time: Meta wants the keys to your dayMuse wants your apps. Mistral just raised Europe’s biggest private-tech check. Firmus locked OpenAI into Malaysia megawatts.
· Morning Brief
They walked away before the weddingAnthropic passes on Decart, Astra’s AGI score leans on a harness, and the wiki swarm stayed quieter longer.
· Morning Brief
They booked the gigawatts before the chipsBroadcom sketched Anthropic and OpenAI gigawatt roadmaps through 2028, Astra’s opaque reasoning alarmed safety researchers, and Google priced Flash like a comeback.
· Morning Brief
They discounted the memory, not the modelAnthropic cut Fable 5.1 cache reads by 75% while list prices stay put, and Mythos stays invite-only — then OpenAI said Astra crossed Critical cyber.
· Closing Time
Closing Time: Agents left the chat windowOutcome contracts, local Mac agents, jobsite AI, and a swarm that never called home.
· Morning Brief
The factories crowded the TreasuryHyperscalers are borrowing like the returns are already here. The town halls are not so sure.
· Closing Time
Closing Time: Alignment left the whiteboardAnthropic’s automated safety agents, Xpeng’s robot raise, OpenAI’s Asia hire, and Palo Alto’s hunt for Datadog and Okta.
· Morning Brief
A judge put the Anthropic blacklist on ice· Closing Time
Closing Time: The model ran on Chinese chipsZ.ai served GLM-5.3-Flash on home-grown silicon. Labs asked for a cyber shield. Indiana broke ground on HBM packaging.
· Closing Time
Anthropic bought the power. Meta bought the peace.460 megawatts of Vera Rubin in West Virginia. Plus MiniMax hits $800 million ARR.
· Morning Brief
DeepSeek is cashing checks. Moonshot wants a Western till.Kimi K3 on Azure, AWS, and GCP. Plus India’s 9,000 Vera Rubin order.
· Morning Brief
Buy the chips. Or buy the team.Nvidia-backed Lambda is in talks for as much as $3 billion at $12 billion-plus. Chris Isidore says the sports-team buying spree is an AI-proof hedge.