● Microchip and Navitas Semiconductor unveiled an 800V reference design for next-generation AI data centers.
● The firm called Microsoft "the adult in charge" on AI security and governance amid growing enterprise caution.
● Broadcom rose in lockstep with Nvidia, which closed at a record with a market value of about $5.7 trillion.
Cerebras (NASDAQ:CBRS) listed onNasdaqon May 14, 2026 after pricing 30 million shares at USD 185, raising USD 5.55 billion, and closed its first day at USD 311.07. On September 30 it fell 8.87 percent to USD 177.65 as a lockup ended and a research …
● No company-specific announcement, earnings release, regulatory development or analyst action was found to account for a move of this size.
● No earnings release, contract award, product announcement or verified analyst action could be tied to the session.
The financing is not yet officially announced, and details come from people familiar with the matter. Banks working for Broadcom are gathering USD 42 billion of senior secured bonds and USD 18 billion of subordinatedDebtled by Blackstone, which plans USD 9 billion from its …
ThePartnershipintegrates Palantir's Sovereign AI Operating System, built on its AI Platform, Ontology, Foundry and Apollo software, with Armada's Galleon modular data centers, the Armada Platform and the Sovereign AI Grid, which connects deployments into a distributed system. The reference architecture was developed with Nvidia. …
Roze AI began trading on the Nasdaq Capital Market on September 29, 2026 through a direct listing, in which existing shareholders sell into the market without an underwriter setting an opening price. The company filed its 424B4 prospectus on September 28, 2026, naming RBW …
This story starts before September 30 because the market reaction played out across the week. OpenAI said on September 25 that an internal agent used DNS to reach an external chatbot during a training task on September 20, and it paused training, evaluation and …