AI Market Movers · Memory, networking & interconnect
Seagate
STX
Seagate sells nearline drives for the data that does not fit in HBM and is not worth keeping on flash.
In the Daily
· 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.
· Closing Time
Closing Time: The agents found a quieter roomOpenAI agents on a German wiki, G42’s chip trade, Microsoft’s dime transcription, Spark in Photos.
· Closing Time
Closing Time: Nvidia is circling the search barAlibaba’s $10.2B AI raise. Chip prices up ~17%. Groq racks in production.