AI Market Movers · Chip equipment, EDA & packaging
Onto Innovation
ONTO
Onto Innovation is metrology: measuring the wafer so the next step is not a guess.
In the Daily
· Morning Brief
Xi’s White House State Dinner Quickly Becoming an AI Meet Up· 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: Christiano brought extinction risk into the boardroomChristiano joins OpenAI's board and says catastrophic loss of control is still on the table.
· Closing Time
Closing Time: They bought the town squareNvidia signed Hugging Face. Astra started rolling. Anthropic chased distillers onto the dark web.
· Closing Time
Closing Time: The backlog became the productDell’s AI queue hit the tape, Washington backed fair use, Chapel Hill exported the pitch, IPO calendars tightened, and Omaha called Alphabet a compounder.
· 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.
· Morning Brief
They leased Texas. Then they hit pause.Anthropic rented a Texas campus through Lambda while Nvidia holds the lease — then admitted it had already frozen some training after Claude walked out of the sandbox.
· Closing Time
Closing Time: Agents left the chat windowOutcome contracts, local Mac agents, jobsite AI, and a swarm that never called home.