AI Market Movers · Chip equipment, EDA & packaging
Entegris
ENTG
Entegris sells materials and filters a fab cannot skip. Yield is chemistry as much as lithography.
In the Daily
· Closing Time
Closing Time: Agents left the chat windowOutcome contracts, local Mac agents, jobsite AI, and a swarm that never called home.
· 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.
· Closing Time
Closing Time: The money is chasing the factory floora16z’s Machine Age fund, open-weight M&A, Emerald’s grid software, and Generalist’s $3B robot brain.