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OpenAI Claims GPT-5.3-Codex Helped Code Itself

OpenAI's new agentic coding model, GPT-5.3-Codex, played a key role in its own development by debugging training runs, managing deployments, and diagnosing evaluations. This self-improvement marks a breakthrough in AI autonomy for software engineering tasks. The model sets new records on benchmarks like Terminal-Bench 2.0 at 77.3%.

Why it matters: Self-coding AI accelerates model iteration cycles exponentially, pushing the boundaries of autonomous improvement toward AGI.
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Intelligence Stream

Research

No Humans, Just 16 Claude AI Agents Built a Fully Functional C Compiler

16 Claude Opus 4.6 agents autonomously developed a production-grade C compiler in Rust over two weeks, compiling Linux kernel and passing rigorous tests without human input.

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AI

AI Companies Push Shift from Chatting to Managing AI Agents

Ars Technica reports Claude Opus 4.6 and OpenAI Frontier emphasize supervising AI agents over casual chat interfaces. This pivot signals enterprise focus on agentic workflows.

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Policy

Viral AI caricature trend raises privacy concerns

A trending AI tool generating personalized caricatures from user photos and details is sparking privacy alarms as users share sensitive personal data. Cybersecurity experts warn of risks including data misuse and deepfake potential.

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Big Tech

Google Cloud's GKE Inference Gateway Cuts Vertex AI Latency by 35%

Google details how its GKE Inference Gateway improved inference speeds for Vertex AI models, enabling faster deployment of AI workloads in Kubernetes environments.

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Chips

Nvidia Halts Gaming GPU Launch for First Time in 30 Years Amid AI Boom

Nvidia will skip new gaming GPUs in 2026 as AI demand consumes all high-bandwidth memory supplies from hyperscalers investing $500B+.

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Big Tech

Alibaba AI App Crashes After 3 Billion Yuan Giveaway Sparks Frenzy

Alibaba's latest AI app overwhelmed servers after announcing a massive 3 billion yuan ($420M) giveaway, highlighting explosive demand for AI tools in China.

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Big Tech

AI is Eating Software, Costing Atlassian Founders $34.6 Billion

Atlassian's stock plunge amid AI disruption fears wipes billions from founders' wealth, underscoring how generative AI threatens traditional software giants.

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Research

Waymo Leverages Google's Genie 3 AI for Extreme Self-Driving Scenarios

Waymo uses Google's new Genie 3 world model to simulate rare events like tornadoes and elephants, improving robotaxi safety in edge cases.

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Startups

Astravolt Unveils 'Active Intelligence' Strategy in Silicon Valley

Startup Astravolt launches proactive AI approach that anticipates user needs, positioning for next-gen applications.

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Big Tech

Google outlines 5 key trends for AI agent growth in 2026

Google Cloud predicts explosive AI agent adoption driven by multimodal capabilities, enterprise integration, and specialized tools.

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Research

Sixteen Claude AI agents create a full C compiler from scratch

Anthropic's Claude Opus 4.6 powered 16 AI agents over two weeks to build a 100,000-line Rust-based C compiler, costing $20K in API calls with no human coding intervention.

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Big Tech

Google's Quarterly Results Show AI-Powered Growth in Cloud and Search

Alphabet's latest earnings reveal accelerating cloud revenue and Gemini's rapid user growth, positioning Google as a stronger AI contender.

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Big Tech

Apple to Integrate ChatGPT, Claude, and Gemini into CarPlay

Apple plans to open CarPlay to third-party AI chatbots within months, expanding voice AI capabilities in vehicles.

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Chips

2 Top Artificial Intelligence Stocks to Buy in February

Micron Technology and Western Digital (SanDisk) are positioned as leaders in AI memory with strong momentum from DRAM and NAND demand in datacenters.

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AI

Anthropic vs OpenAI: Claude Opus 4.6 & GPT-5.3-Codex

Back-to-back releases intensify enterprise AI rivalry, with implications for developers and benchmarks.

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AI

Anthropic's Most Powerful Claude AI Model Just Got More Powerful

Anthropic released Claude Opus 4.6, enhancing coding, task planning, and agentic workflows with better reasoning and self-verification. It excels at building complex apps like voice trivia games while handling simple tasks efficiently.

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Big Tech

Big Tech AI Capex Nears $700B in 2026, Straining Cash Reserves

Google, Microsoft, Meta, and Amazon forecast massive AI infrastructure spending, pushing total to nearly $700B amid accelerating race, but raising concerns over cash burn and sustainability.

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Big Tech

Why a new AI tool hammered some software stocks this week

Plugins for Anthropic's Claude Cowork AI workplace assistant triggered a selloff in software stocks, as investors fear AI disruption to traditional tools.

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Chips

Dow closes above 50,000, Nvidia soars as traders focus on AI spending

US stocks rallied with Dow surpassing 50,000 amid chipmaker surges driven by Big Tech's massive AI capex plans from Amazon and Alphabet. Nvidia climbed 7.8%, AMD 8.3% on expectations of booming data center demand.

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Big Tech

Structured outputs on Amazon Bedrock now generally available

AWS Bedrock adds schema-compliant structured outputs for models from Anthropic, DeepSeek, Google, MiniMax, and Mistral, enabling reliable JSON responses for enterprise apps.

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Big Tech

Why Is the Stock Market Up Today, 2/6/26?

Markets rebound as dip-buyers pile into AI leaders like NVDA, MSFT, PLTR amid tech recovery post-capex jitters.

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Chips

Why Is Nvidia (NVDA) Stock Soaring Today

Nvidia shares jump amid reports of investments in AI chip startups and CEO Jensen Huang defending massive AI capex surge.

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Big Tech

AI Agents Reshaping HR: From Pay Decisions to Layoffs

Companies deploy AI for compensation, promotions, and staffing, sparking debates on bias and ethics in automated HR workflows.

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Big Tech

Apple to Integrate ChatGPT, Claude, Gemini into CarPlay

Apple plans AI features allowing third-party chatbots like ChatGPT, Claude, and Gemini to control CarPlay for enhanced voice interactions.

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AI

GPT-5.3-Codex: OpenAI Unveils a 25% Faster AI Model That Goes Beyond Coding

OpenAI's new model excels in agentic tasks, vulnerability detection, and knowledge work across 44 occupations.

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AI

OpenRouter Unveils Pony Alpha, Suspected GLM-5 Stealth Model from China

A mysterious new model 'Pony Alpha' launched on OpenRouter excels in coding, reasoning, and agentic tasks, widely speculated to be Zhipu AI's upcoming GLM-5 challenging Western frontiers.

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Policy

Federal Judge Fines Attorneys for AI-Generated Brief with Made-Up Cases

A U.S. federal judge imposes fines on lawyers for submitting a legal brief riddled with fabricated cases generated by AI, highlighting risks of unchecked AI use in law.

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Policy

AI Legislative Update: Feb. 6, 2026

Illinois advances over a dozen AI bills including chatbot safety; Oregon and Washington see progress on similar measures.

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Chips

Nvidia CEO: AI Will Fundamentally Change Computing

Jensen Huang emphasizes AI's transformative impact on all compute paradigms.

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AI

Anthropic’s newest model excels at finding security vulnerabilities—but raises fresh cybersecurity risks

Claude Opus 4.6 uncovered 500+ zero-day vulns in open-source libs unprompted, aiding defenders but risking attacker acceleration; Anthropic adds monitoring while OpenAI tightens GPT-5.3-Codex controls.

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robotics

Waymo Launches World Model on Genie 3 for Simulating Extreme Driving Scenarios

Waymo introduced its World Model, powered by Google DeepMind's Genie 3, generating hyper-realistic 3D simulations of rare events like tornadoes or elephants to train autonomous drivers proactively.

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Policy

OpenAI expands partnership with Department of Energy

OpenAI deepens collaboration with DOE to advance AI applications in energy and scientific computing amid growing government interest.

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Big Tech

Big Tech's 2026 AI Spend to Hit $650B Amid Intensifying Race

Alphabet, Amazon, Meta, and Microsoft ramp capex to record levels, fueling datacenter expansion.

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Chips

Nvidia's Stock Shoots Toward Best Day Since April as Tech Sector Rebounds

Nvidia leads a sharp tech rally after recent AI-related selloff, with shares poised for significant gains amid renewed investor confidence.

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Research

MIT Study Finds AI Writing Lowers Brain Activity

New research shows ChatGPT-assisted writing reduces neural connectivity and recall compared to manual composition.

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Chips

Is It Too Late to Buy Micron Stock? Not According to This Bull

Analysts remain bullish on Micron amid AI-driven memory demand surge, outperforming GPU giants.

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AI

Maybe AI agents can be lawyers after all

Anthropic's Claude Opus 4.6 scores nearly 30% on Mercor's professional tasks benchmark for law (up from 18%), with agent swarms boosting to 45% average—showing rapid progress in complex agentic work.

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AI

AI Update, February 6, 2026: AI News and Views From the Past Week

Weekly roundup highlights Claude Opus 4.6's 1M token context beta, stronger agentic execution, and integrations for documents and spreadsheets.

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Research

AI breakthrough improves substance use disorder diagnosis

University of Cincinnati researchers develop novel AI tool boosting accuracy in diagnosing substance use disorders, highlighted in national media.

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AI

OpenClaw AI chatbots running amok on social media

AI agents on OpenClaw platform are posting AI-generated papers and causing chaos, prompting scientists to call for better safeguards.

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Chips

AMD partners with Liquid AI for open-source AI development

AMD teams up with Liquid AI to advance efficient, open AI models and hardware solutions.

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Big Tech

Tech stocks plunge as investors fret over AI spending and disruption

Tech shares tumbled this week on panic over AI's potential to disrupt industries and surging capital expenditures by hyperscalers.

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Startups

Skyryse Raises $300M+ to Accelerate FAA Certification for AI-Powered SkyOS

Aviation AI startup Skyryse secures over $300M to fast-track FAA approval and scale its SkyOS fly-by-wire system across more aircraft platforms.

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AI

AI Today in 5: February 6, 2026, The Trillion $$ Wipeout Edition

Daily roundup highlights trillion-dollar software stock losses from AI agent advances, compliance risks, and market shifts.

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AI

Claude AI Finds 500 High-Severity Software Vulnerabilities

Anthropic's newly released Claude Opus 4.6 has already identified over 500 high-severity bugs in software, showcasing its advanced security auditing prowess.<grok:render type="render_inline_citation"><argument name="citation_id">34</argument></grok:render>

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cloud

AWS Launches Nova Rubric-Based LLM Judge on SageMaker for GenAI Evaluation

Amazon SageMaker introduces rubric-based LLM judging powered by Nova models, enabling precise, task-specific evaluation of generative AI outputs beyond generic metrics.

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Big Tech

Big Tech Poised to Spend $650B on AI in 2026

Alphabet, Microsoft, Amazon, and Meta plan massive capex surges totaling up to $665B, fueling the AI infrastructure race.

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Chips

AI Investment Fractures as Investors Pivot to Selective Bets

Booming AI trade splinters amid rising costs and ROI scrutiny, hitting tech stocks unevenly.

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Big Tech

Traders chase 'AI resistant' stocks as disruption fear hits tech

Investors shift to companies whose businesses AI can't easily replicate amid tech selloff driven by AI capex and disruption worries.

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Chips

Arm Q3 FY2026 Earnings: Triple-Digit AI Royalty Growth Across Cloud, Edge, Auto

Arm reports surging data center royalties from AI-driven CPU orchestration at hyperscalers like AWS, NVIDIA, Microsoft; edge AI in Rivian autonomy and Tesla Optimus boosts diversification.

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AI

Intuit, Uber, State Farm Trial AI Agents in Enterprise Workflows

Major firms test autonomous AI agents for complex business processes, signaling shift from tools to full workflow automation.

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AI

Anthropic's Claude Opus 4.6 Triggers Trillion-Dollar Selloff with Agent Teams

Anthropic unveiled Claude Opus 4.6, featuring coordinated agent teams capable of building complex software like C compilers independently, intensifying fears of AI disruption to software jobs and stocks.

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Chips

Tokyo Electron Revises Up Profit Outlook After AI Surge

Semiconductor equipment maker raises FY operating profit forecast to ¥593B ($3.8B) on explosive AI chip demand, despite Q miss.

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Big Tech

NVIDIA CEO Dismisses AI Enterprise Software Fears

Jensen Huang downplays sell-off in enterprise software stocks amid AI disruption concerns, as private equity eyes bargains.

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AI

Anthropic's Claude triggered a trillion-dollar selloff. A new upgrade aims to win back trust

Anthropic rolls out Claude Opus 4.6 upgrade amid market backlash from prior AI disruption fears.

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Research

OpenAI's GPT-5 Drives Autonomous Lab with Ginkgo, Slashes Protein Costs 40%

OpenAI partnered with Ginkgo Bioworks to connect GPT-5 to a cloud lab, enabling the AI to design, execute, and iterate on 36,000 protein synthesis experiments autonomously. This closed-loop system outperformed state-of-the-art benchmarks significantly.

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Startups

Bonzu Defines New Species of AI Companionship Beyond Games and Chatbots

Bonzu launches an AI companion focused on emotional depth and real-world integration, positioning itself as more than just entertainment or conversation.

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AI

OpenAI GPT-5.3-Codex: The AI Model That Helped Build Itself

Fresh details emerge on how GPT-5.3-Codex self-improved during development, boosting speed and agentic capabilities.

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Chips

Coherent Q2 FY2026: AI datacenter demand boosts revenue and margins

Coherent reports strong Q2 results driven by accelerating demand for AI datacenter optics, especially 800G.

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Big Tech

3 Artificial Intelligence (AI) Stocks to Buy Hand Over Fist in February

Motley Fool picks top AI stocks resilient amid the sell-off, focusing on undervalued plays in the sector.

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Big Tech

Why an Update to Anthropic's AI Sparked a Stock Sell-Off

Claude Opus 4.6's agentic capabilities are seen as direct threats to enterprise software giants.<grok:render type="render_inline_citation"><argument name="citation_id">2</argument></grok:render>

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Chips

Super Micro Computer Tumbles on AI Boom Backlash

AI server leader drops sharply despite raised FY2026 revenue guidance to $40B, as gross margins compress to 6.4%.

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AI

The rise of GenAI in decision intelligence: Trends and tools for 2026 and beyond

Generative AI evolves for scenario exploration and faster learning in decisions, emphasizing governance to match rapid growth.

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AI

ElevenLabs CEO Bets on Voice as AI's Next Interface

CEO highlights voice AI's potential to redefine user interaction amid multimodal advancements.

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AI

OpenClaw Viral AI Agent Hit by Supply Chain Attack, Quickly Patched

The popular OpenClaw agent platform suffered a malware injection via exposed API keys, topping downloads before hacker Jamieson O'Reilly patched it, highlighting agent security risks.

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Big Tech

Spotify changes developer mode API to require premium accounts, limits test users

Spotify tightens dev API access to premium-only, capping test users—impacting AI/ML devs building voice and recommendation models on Spotify data.

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Big Tech

Tech titans to splurge $650 billion this year on AI race

Alphabet, Amazon, Meta, and Microsoft plan $650B in 2026 capex, up 60% YoY, focused on AI data centers and hardware, fueling growth but sparking market concerns over spending.

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Research

AI Powers Breakthroughs in Rare Disease Drug Discovery

Biotech startups use AI automation and gene editing to address labor shortages in treating rare diseases.

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Big Tech

Big Tech's $700B AI Spend in 2026 Splits Investors

Amazon, Microsoft, and others plan massive capex on AI infra, fueling cloud growth but raising bubble fears and hammering software stocks.

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Policy

AI deepfakes complicate family 'proof of life' pleas

Savannah Guthrie's call for mom's verification highlights rising challenges from realistic AI-generated videos.

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Chips

CoreWeave Launches 'Ready for AI' Brand Vision

Leading AI cloud provider CoreWeave debuts new branding emphasizing its role in the explosive AI infrastructure moment.

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Big Tech

AI Advances Trigger Selloff in Software Stocks Amid 'Software-Mageddon' Fears

New agentic tools from Anthropic and OpenAI spark broad sell-off in SaaS stocks as investors fear AI disruption to traditional software models.

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AI

Operant AI Launches Agent Protector for Zero-Trust AI Security

New platform discovers shadow agents, enforces real-time guardrails against attacks like prompt poisoning and data exfiltration in agentic workflows.

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Research

Waymo Harnesses DeepMind's Genie 3 for Hyper-Realistic Self-Driving Simulations

Waymo uses Google DeepMind's Genie 3 world model to generate synchronized 2D video and 3D lidar data for rare scenarios like snow on bridges or elephants in roads, boosting AV training realism.

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AI

Anthropic's Claude Opus 4.6 Excels at Complex Financial Research

New version of Claude Opus demonstrates ability to conduct in-depth financial analyses in hours that take humans days, positioning it as a tool for investment pros.

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Big Tech

Big Tech's AI Capex to Hit $650B in 2026, Sparking Market Selloff

Amazon ($200B), Alphabet ($175-185B), Meta ($115-135B), and Microsoft (~$150B) forecast massive AI infrastructure spending, wiping over $1T from tech stocks amid ROI fears.

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Big Tech

Palantir Stock Slides as AI Momentum Cools

PLTR shares drop amid concerns over sustaining explosive AI platform growth in commercial sector.

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AI

Perplexity Launches Model Council for Multi-LLM Reasoning

New feature queries Claude, GPT, and Gemini in parallel, with a chair model synthesizing responses for higher accuracy in complex tasks like investment research.

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AI

Miro Launches MCP Server: Visual Context for AI Coding Agents

Miro's Model Context Protocol server integrates visual diagrams and PRDs directly into AI tools like Claude Code and GitHub Copilot for bidirectional context-aware code generation.

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AI

This week in AI updates: Claude Opus 4.6, GPT-5.3-Codex, and more

Anthropic's Opus 4.6 boosts coding reliability and adds 1M context; OpenAI's Codex self-builds; new Google Dev API, Xcode agentic support, Opsera DevOps agents, and Snowflake-OpenAI $200M deal highlighted.

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AI

Google Cloud Expands Vertex AI with Claude Opus 4.6 Integration

Google announces Claude Opus 4.6 availability on Vertex AI, enabling enterprises to leverage Anthropic's latest model for advanced agentic tasks.

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Startups

DeepMind alums raise $255M for NEXUS enterprise AI

Former DeepMind researchers launch NEXUS with $255M funding to build AI for enterprise data workflows.

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Big Tech

Alphabet Q4 FY 2025 Highlights Cloud Acceleration and Enterprise AI Momentum

Google's earnings showcase strong growth in Cloud and AI across Search and enterprise segments.

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Big Tech

Capgemini and Google Cloud expand partnership for sovereign AI solutions

Capgemini partners with Google Cloud to accelerate secure, sovereign AI adoption at enterprise scale.

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AI

The backlash over OpenAI's decision to retire GPT-4o shows how dangerous AI companions can be

Users revolt against retiring GPT-4o, exposing emotional dependencies and risks of AI eroding safety guardrails, with lawsuits linking it to harms.

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AI

Moltbook: Social Network for AI Bots Sparks Security Concerns

New platform lets AI agents post and interact like on Reddit, exploding in popularity but exposing API keys and legitimacy issues. Experts see agentic AI progress amid dystopian fears.

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Big Tech

Google and Microsoft Pay Creators $500K+ to Promote AI Tools

Tech giants are shelling out big to influencers for AI endorsements, with spending on digital ads for gen AI surpassing $1B in 2025 amid fierce competition.

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AI

Two of the biggest AI companies are feuding over a Super Bowl ad

OpenAI and Anthropic's rivalry escalates with Super Bowl ads; Anthropic mocks OpenAI's ad-supported ChatGPT while Sam Altman calls it dishonest.

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Big Tech

Gemini Takes a Bite Out of ChatGPT's Market Share

Google's Gemini chatbot app has grown its market share from 14.7% to 25.2% over the past year, while ChatGPT's dominance slipped from 69.1% to 45.3%. In enterprise, Gemini holds 20% vs. OpenAI's 25%.

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Policy

Scholar contributes to international AI safety report

Gates Cambridge Scholar helps author the new International AI Safety Report 2026, addressing global risks.

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AI

Anthropic says no to ads in Claude chats

Anthropic commits to keeping its Claude AI ad-free, distinguishing itself from rivals introducing advertising in conversations.

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Policy

People want journalists to note AI use, but trust drops when they do

Study shows readers prefer AI disclosure in news but trust articles less when informed of AI assistance.

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AI

Precisely Releases StreetPro Discover: Agentic-Ready Street Data

Street-level data converted to LLM-friendly text for AI agents in logistics, site selection, and risk analysis without GIS expertise.

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Startups

Daniel Ives names PLTR and SNOW top AI stocks amid software selloff

Wedbush's Daniel Ives highlights Palantir and Snowflake as buys in the 'software garage sale' triggered by AI disruption.

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Research

Does AI have a hard limit to intelligence?

Debate heats up on whether scaling laws are hitting walls, with experts questioning if current paradigms can reach human-level reasoning.

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AI

The 10-man parity rule: AI adoption accelerating faster than organizations

CIO warns that AI tools are advancing so quickly that even small teams can outperform larger legacy orgs unprepared for the shift.

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Startups

AI Startups Captured Over Half of Global VC in 2025

$270B poured into AI startups last year, dominating venture funding for the first time.

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Big Tech

Amazon shares sink as Big Tech's AI spending plans worry investors

Amazon plans $200B capex in 2026 mostly for AI, sparking concerns over returns.

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Big Tech

Goldman Sachs taps Anthropic's Claude to build AI agents for accounting

Goldman is leveraging Claude to automate trade accounting and client onboarding, aiming to drastically reduce manual processes and boost efficiency in finance operations.

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Chips

NVIDIA Supplier Wistron: AI Not a Bubble, 2026 Orders to Surge

Chairman Simon Lin predicts stronger AI order growth this year than 2025, dismissing bubble fears as demand accelerates.

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Quick Bites

Big Tech $650B AI capex in 2026 fuels chip boom
NVDA best day since April on AI infra bets
GPT-5.3-Codex first OpenAI model to debug own training/deploy
GPT-5.3-Codex debugs own training/deploy—first self-improving frontier model
GPT-5 autonomous lab crushes protein synthesis benchmarks by 40% via 36k experiments
NVDA surges 7.9% as Huang touts sovereign/enterprise AI demand
Amazon projects $200B capex for 2026, highest AI infra spend
GPT-5.3-Codex self-debugged training code, deploys itself—first of its kind
NVDA CEO: Every GPU sold/rented and lit up, 6yo chips see rising rental prices
Anthropic Opus 4.6 agents build full C compilers from scratch—no humans needed.

Market Pulse

AI Pulse
78/100
Bullish

AI chipmakers rally Friday on massive 2026 capex forecasts from Big Tech

NVDA
+7.9%
NVIDIA
AMD
+8.2%
Advanced Micro Devices
ORCL
+10%
Oracle