AI Market Movers · Memory, networking & interconnect
Lumentum
LITE
Lumentum makes optical components for the same job: getting light, not copper, between the boxes.
In the Daily
· 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.
· Closing Time
Closing Time: Agents left the chat windowOutcome contracts, local Mac agents, jobsite AI, and a swarm that never called home.
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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.
· Closing Time
Anthropic bought the power. Meta bought the peace.460 megawatts of Vera Rubin in West Virginia. Plus MiniMax hits $800 million ARR.
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Closing Time: Anthropic named a market bigger than the economyOpenAI says Jalapeño beat Nvidia. ClickHouse hits $350 million ARR.