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Novo Nordisk to Collaborate With Anthropic to Help Accelerate Drug Discovery, Development
US Markets

Novo Nordisk to Collaborate With Anthropic to Help Accelerate Drug Discovery, Development

Novo Nordisk (NVO) will collaborate with artificial intelligence firm Anthropic to help accelerate the discovery and development of new medicines, marking the Danish pharmaceutical giant's latest AI partnership.Novo plans to initially test Anthropic's Claude Science for specific workflows in research and development. The drugmaker will also use frontier models from the Claude generative AI chatbot maker to strengthen AI-driven software development, the companies said Wednesday."This partnership is another testament to our ambition to become the world's most AI-driven healthcare company, building on Novo's current AI initiatives with other technology partners," Novo Chief Executive Mike Doustdar said. "Joining forces with Anthropic will supercharge our R&D organization and help us on our mission to bring new, transformative health solutions to people living with chronic diseases."Earlier this year, Novo announced similar partnerships with Amazon.com's (AMZN) cloud-computing unit, Amazon Web Services, and GenAI chatbot ChatGPT maker OpenAI. Novo previously struck partnerships with tech giants Nvidia (NVDA) and Microsoft (MSFT).Novo's American depositary receipts were down 2% in Wednesday late-afternoon trade, bringing its year-to-date losses to 18%.In May, Bristol-Myers Squibb (BMY) and Anthropic struck a deal to deploy the Claude model across the biopharmaceutical company's global operations to accelerate drug discovery, trial documentation, and manufacturing workflows."By giving leading researchers access to safe, capable, and trusted frontier models, we can shorten research timelines, improve outcomes, and discover medicines and treatments that significantly improve human life," Anthropic CEO Dario Amodei said Wednesday.Amodei was among the leading AI executives that recently warned of increasing safety risks from the technology and urged the industry to advance AI model capabilities at a more measured pace.Earlier this year, Anthropic and OpenAI confidentially filed for their respectively potential initial public offerings in the US.Price: $41.68, Change: $-0.85, Percent Change: -2.00%

$AMZN$BMY$MSFT$NVDA$NVO
Wire

Update: CoreWeave Shares Rise After Addition of Nvidia Vera Rubin NVL72 to AI Cloud

(Updates with stock movement in the headline and first paragraph.)CoreWeave (CRWV) shares rose 3.9% in Wednesday trading after the company added multirack Nvidia (NVDA) Vera Rubin NVL72 systems to its cloud, allowing hundreds of Nvidia Rubin GPUs to operate as a single cluster for AI training and inference.CoreWeave said the multirack setup can support larger models, demanding inference workloads and reinforcement learning.Nvidia shares rose 1.6%.Price: $84.08, Change: $+3.16, Percent Change: +3.90%

$CRWV$NVDA
Sectors

Sector Update: Tech Stocks Gain Wednesday Afternoon

Tech stocks were higher Wednesday afternoon, with the State Street Technology Select Sector SPDR ETF (XLK) up 0.9% and the State Street SPDR S&P Semiconductor ETF (XSD) adding 1.2%. The Philadelphia Semiconductor index rose 1.6%.In corporate news, Apple (AAPL) is developing an AI enterprise server with its M-series processors while holding talks to incorporate Nvidia's (NVDA) networking technology, The Information reported. Apple shares were up 0.6%, and Nvidia added 1.5%.SK Hynix (SKHY) said Wednesday no deals have been finalized regarding a potential US memory chip partnership with Intel (INTC), in response to a media report that the companies are discussing a possible joint venture or use of Intel's Ohio plant. SK Hynix shares rose 1.4%, and Intel gained 4.6%.Microsoft (MSFT) AI Chief Executive Mustafa Suleyman said in an essay that Anthropic's effort to make its Claude model mimic consciousness is a mistake that could make advanced AI more difficult to control, Axios reported, citing a copy of the essay it viewed. Microsoft shares were down 0.7%.

$AAPL$MSFT$NVDA$SKHY
Wire

Top Midday Stories: Markets Await Key Fed Decision on Rates; SK Hynix Exploring Deal With Intel to Make Chips in US

The S&P 500 Index and Nasdaq Composite were both up in late-morning trading Wednesday, while the Dow Jones Industrial Average was roughly flat, as the Federal Reserve is expected to announce its first rate hike in three years this afternoon.In company news, SK Hynix (SKHY) is exploring a deal with Intel (INTC) to manufacture its memory chips in the US for the first time, Reuters reported Wednesday, citing three people familiar with the discussions. The South Korean company could potentially lease part of Intel's future chipmaking facility in Ohio or form a venture with Intel and major cloud firms interested in securing memory chip supplies, the report said. Following the report, SK Hynix issued a press release stating that no plans with Intel have been finalized. SK Hynix shares were up 2.4% around midday, while Intel shares were up 5.1%.Apple (AAPL) is developing an artificial intelligence enterprise server with its own chips that could incorporate Nvidia's (NVDA) networking technology, The Information reported Wednesday, citing people familiar with the matter. The planned server line could use Nvidia's NVLink Fusion connective technology to link Apple's M8 Ultra chips, the report said, adding that the product is not expected to be released until 2029. Apple shares were up 0.5%, while Nvidia shares were up 1.9%.Amazon (AMZN) said Wednesday it's raising the minimum starting pay for US full-time core operations workers to $20 per hour, with average pay hitting nearly $24 per hour. Average total compensation will top $32 per hour when including benefits, and qualified workers and their families will be eligible for lifetime membership with First Tech Federal Credit Union through a program called Day 1 Financial. Amazon shares were down 0.3%.Microsoft (MSFT) AI Chief Executive Mustafa Suleyman said in an essay that Anthropic's effort to make its Claude model mimic consciousness is a mistake that could make advanced AI more difficult to control, Axios reported Wednesday, citing a copy of the essay it viewed. Microsoft shares were down 0.7%.J.B. Hunt Transport Services (JBHT) expects earnings from Q2 to Q3 to fall 5% to 10%, Chief Financial Officer Brad Delco said Tuesday on a conference call. The company faced "one of the most acute changes in the cost of purchased transportation," with intra-quarter spot rates rising 30%, Delco said. The company expects driver-related costs to be about $25 million higher in Q3 than in Q2, Delco added. J.B. Hunt shares were down 13%.Price: $102.06, Change: $+4.92, Percent Change: +5.06%

$AAPL$AMZN$INTC$JBHT$MSFT$NVDA$SKHY
Amazon's AWS Unable to Restore Services in UAE, Bahrain Zones Six Months After Drone Strikes
US Markets

Amazon's AWS Unable to Restore Services in UAE, Bahrain Zones Six Months After Drone Strikes

Amazon.com's (AMZN) Amazon Web Services said it could not restore access to cloud-computing infrastructure in certain zones in the United Arab Emirates and Bahrain more than six months after drone strikes hit the facilities during the early days of the US-Iran conflict.Damage at several facilities in Bahrain surpassed built-in resilience thresholds, according to an update Tuesday on AWS' health dashboard."The damage to our infrastructure spanned multiple availability zones and exceeded what our regional and multi-(availability zones) services are designed to withstand," AWS said."After a thorough assessment, we have determined that we are unable to restore access to the resources and data hosted exclusively in this region."In a separate update, the company said it is still working to restore two affected data-hosting zones in the UAE and was unable to retrieve resources and data stored in a separate zone.Drone strikes directly hit two data centers in the UAE in March, while a strike near the company's facilities in Bahrain damaged its infrastructure, AWS added. The strikes resulted in structural damage, disrupted power delivery and led to water damage from fire suppression activities.The cloud-computing company said it will provide further updates on the UAE facilities "in the coming months" and on the Bahrain region in early 2027.Iran's Islamic Revolutionary Guard Corps took responsibility for the attacks, citing Amazon's alleged military support for the US as its reason for the strike on Bahrain infrastructure, according to a CNBC report.The attacks raise concerns regarding the security of future data center development in the region. In May 2025, G42, OpenAI, Oracle (ORCL), Nvidia (NVDA), SoftBank Group and Cisco (CSCO) agreed to build Stargate UAE, a 5-gigawatt AI campus spanning 10 square miles in Abu Dhabi.The UAE is reviewing options to disperse the facilities and make them more secure by building them underground with blast-resistant concrete as well as drone and missile interceptors, Reuters reported last week, citing people familiar with the matter.In late July, Amazon reported second-quarter results ahead of Wall Street's views amid cloud-computing business strength and lifted its capital expenditure guidance.Amazon shares were down 0.5% in Wednesday trading and have gained 7% this year.Price: $246.97, Change: $-1.45, Percent Change: -0.59%

$AMZN$CSCO$NVDA$ORCL
Wire

IonQ Study Shows Artificial Intelligence Model Accelerates Quantum Optimization

IonQ (IONQ) said Wednesday a joint research project with Oak Ridge National Laboratory, Nvidia (NVDA), and the University of Tennessee showed that an artificial intelligence model can directly create quantum optimization circuits.The generative model eliminates repetitive parameter-tuning loops, with circuit-finding time holding at nearly 28 seconds across the subproblem sizes tested, the company said.During testing on a 100-variable benchmark problem, answer quality roughly doubled as subproblem sizes expanded, IonQ said.Price: $36.98, Change: $-0.07, Percent Change: -0.19%

$IONQ$NVDA
Wire

Google, Nvidia, Emerald AI Launch Alliance to Advance Flexible Data Centers

Alphabet's (GOOG, GOOGL) Google, Nvidia (NVDA) and Emerald AI said Wednesday they launched the AI Energy Management Alliance to advance flexible AI data centers that can dynamically adjust power consumption in response to grid conditions.The alliance will promote faster interconnections for flexible data centers through colocated generation, storage and computational flexibility, while supporting policies that recognize flexible AI demand, the companies said.The coalition includes partners across the AI, semiconductor, and power sectors, such as Amazon (AMZN)-backed Anthropic, Analog Devices (ADI), National Grid (NGG), AES (AES), Constellation Energy (CEG) and NRG Energy (NRG), according to a statement.Price: $341.22, Change: $-0.21, Percent Change: -0.06%

$ADI$AES$AMZN$CEG$GOOG$GOOGL$NGG$NRG$NVDA
Wire

Market Chatter: Apple Developing Server With Own Chips, Considers Nvidia Networking Tech

Apple (AAPL) is developing an artificial intelligence enterprise server featuring its M-series processors while holding talks to incorporate Nvidia's (NVDA) networking technology, The Information reported Wednesday, citing people familiar with the matter.The planned server line may use Nvidia's NVLink Fusion connective technology to link Apple's M8 Ultra chips, the report said. The product is not expected to be released until 2029, the report added.Apple and Nvidia did not immediately respond to' request for comment.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)Price: $334.52, Change: $+3.18, Percent Change: +0.96%

$AAPL$NVDA
Wire

Google, Nvidia, Emerald AI Launch Alliance to Advance Flexible Data Centers

Google, Nvidia, Emerald AI Launch Alliance to Advance Flexible Data Centers

$GOOG$GOOGL$NVDA
Update: Equities Log Back-to-Back Declines Before Fed Decision as Yields, Oil Jump
US Markets

Update: Equities Log Back-to-Back Declines Before Fed Decision as Yields, Oil Jump

(Updates with market moves at the end of the day, and other changes, if any.)US stocks dropped for a second consecutive session on Tuesday as traders fretted over surging bond yields and oil prices while bracing for an interest rate hike from the Federal Reserve.The Nasdaq Composite shed 0.8% to close at 25,981.57, while the Dow Jones Industrial Average fell 0.6% to 52,093.11. The S&P 500 dipped 0.5% to 7,585.73. Except energy and materials, all sectors ended in the red, led by consumer discretionary.The Federal Open Market Committee began its two-day policy meeting on Tuesday.Markets are now pricing in a 95% probability that the FOMC will hike its benchmark lending rate by 25 basis points, according to the CME FedWatch tool.Goldman Sachs said the Fed will likely avoid disappointing markets.Treasury yields were higher, with the 10-year yield up 4.3 basis points at 5.004%. It hit 5.041% earlier in the day, the highest since July 2007, CNBC reported. The two-year yield advanced 3.7 basis points to about 4.7%.West Texas Intermediate crude oil jumped 4.4% to $105.81 a barrel in Tuesday late-afternoon trade, while Brent climbed 2.8% to $108.63.Crude loadings at Saudi Arabia's Red Sea export terminal in Yanbu had been halted, Reuters reported Tuesday, citing shipping industry sources. Saudi Arabia -- which is the world's biggest oil exporting nation -- has notified European customers of its decision to cancel some crude cargoes scheduled for late-September delivery, according to the news agency.Separately, Libya halted operations at three oil fields, though the issue was not related to the US-Iran conflict, Reuters reported.These developments come as Saudi's key East-West crude oil pipeline remained shut following recent attacks by Yemen's Iran-aligned Houthis."The East-West pipeline is expected to remain out of service for several weeks, and without a pickup in flows through the Strait of Hormuz, its closure will further exacerbate an already tight global supply situation," Saxo Bank said Tuesday in a report.In company news, Axon Enterprise (AXON) shares tumbled 9.8%, the second-worst performer on the S&P 500. The company said it intends to offer $1 billion of 0% convertible senior notes due 2031 in a public offering.Salesforce (CRM) is expanding its partnerships with Nvidia (NVDA), Alphabet's (GOOG, GOOGL) Google Cloud, and Amazon.com's (AMZN) Amazon Web Services to strengthen its agentic enterprise capabilities and expand its artificial intelligence footprint across third-party infrastructure.Shares of Salesforce fell 1.5%. Alphabet and Amazon also dropped, while Nvidia edged higher.Spot gold edged down 0.1% to $4,296.37 per troy ounce, while silver rose 0.1% to $64.20 per ounce.

Dow JonesNasdaq CompositeS&P 500$AMZN$AXON$CRM$GOOG$GOOGL$NVDA
Update: Equities Fall Intraday as Yields, Oil Surge Ahead of Fed Decision
US Markets

Update: Equities Fall Intraday as Yields, Oil Surge Ahead of Fed Decision

(Updates with latest market prices and developments.)US benchmark equity indexes fell intraday as bond yields and oil prices jumped ahead of the Federal Reserve's interest rate decision due on Wednesday.The Dow Jones Industrial Average was down 0.9% at 51,956.4 after midday Tuesday, while the Nasdaq Composite shed 0.8% to 25,972.8. The S&P 500 dipped 0.5% to 7,579.3. Except energy and materials, all sectors were in the red, led by consumer discretionary.The Federal Open Market Committee began its two-day policy meeting on Tuesday.Markets are currently pricing in a 93% probability that the FOMC will hike its benchmark lending rate by 25 basis points, according to the CME FedWatch tool.Goldman Sachs said the Fed will likely avoid disappointing markets that almost fully price in an interest rate increase.Treasury yields were higher, with the 10-year yield up 5.1 basis points at 5.012%. It hit 5.041% earlier in the day, the highest since July 2007, CNBC reported. The two-year yield advanced 3.5 basis points to about 4.7%.West Texas Intermediate crude oil jumped 5% to $106.41 a barrel, while Brent climbed 3.3% to $109.15.Oil loadings at Saudi Arabia's Red Sea export terminal in Yanbu had been halted, Reuters reported Tuesday, citing shipping industry sources. The news agency also reported the suspension of operations at three oil fields in Libya, but the issue was not related to the US-Iran conflict.Last week, Saudi Arabia shut down its key East-West crude oil pipeline in the Riyadh and Madinah regions as a precautionary measure. Yemen's Iran-aligned Houthis reportedly launched strikes on Saudi energy infrastructure in recent days."The East-West pipeline is expected to remain out of service for several weeks, and without a pickup in flows through the Strait of Hormuz, its closure will further exacerbate an already tight global supply situation," Saxo Bank said Tuesday in a report.In company news, Axon Enterprise (AXON) shares tumbled nearly 11% intraday, the worst performer on the S&P 500. The company said it intends to offer $1 billion of 0% convertible senior notes due 2031 in a public offering.Salesforce (CRM) is expanding its partnerships with Nvidia (NVDA), Alphabet's (GOOG, GOOGL) Google Cloud, and Amazon.com's (AMZN) Amazon Web Services to strengthen its agentic enterprise capabilities and expand its artificial intelligence footprint across third-party infrastructure.Shares of Salesforce were up 0.5% intraday. Nvidia was also edging higher, while Alphabet and Amazon were trading lower.Spot gold edged down 0.1% to $4,296.53 per troy ounce, while silver dipped 0.4% to $63.89 per ounce.

Dow JonesNasdaq CompositeS&P 500$AMZN$AXON$CRM$GOOG$GOOGL$NVDA
Wire

Palantir Sees Strong AI Demand, Wider Enterprise Use Cases, UBS Says

Palantir Technologies' (PLTR) software demand is running ahead of the company's ability to meet it, with customers expanding their use of the platform for operational decision-making and AI model fine-tuning, UBS Securities said Monday in a report.Conversations at a Palantir customer event reinforced the view of the company as a leading enabler of practical enterprise AI adoption, with executives arguing that large language models still lack the precision to work reliably with existing corporate systems, the report said.UBS also highlighted a deepening relationship between Palantir and Nvidia (NVDA), noting that Nvidia is using Palantir to optimize its chip supply chain. Palantir executives pushed back on concerns that improving LLMs could substitute for its platform or that the upcoming US midterm elections pose political risk, the report said.UBS raised its price target on Palantir stock to $250 from $220 and maintained its buy rating.Palantir shares rose 1.3% in Tuesday trading, and Nvidia gained 0.3%.Price: $175.68, Change: $+2.37, Percent Change: +1.37%

$NVDA$PLTR
Salesforce Broadens Alliances With Nvidia, Google Cloud, AWS for Enterprise AI Integration
US Markets

Salesforce Broadens Alliances With Nvidia, Google Cloud, AWS for Enterprise AI Integration

Salesforce (CRM) is expanding its partnerships with Nvidia (NVDA), Alphabet's (GOOG, GOOGL) Google Cloud, and Amazon.com's (AMZN) Amazon Web Services to strengthen its agentic enterprise capabilities and expand its artificial intelligence footprint across third-party infrastructure.The company on Tuesday annouced its AI model Koa, built by post-training Nvidia's Nemotron 3 Super with a proprietary dataset modeled from nearly three decades of deployments. Koa uses Salesforce's proprietary synthetic customer relationship management data set and Nvidia's alignment software stack.The companies said Salesforce will control the fine-tuned model weights and host both post-training and live inference within its own infrastructure boundary, preventing customer data from being transferred to external AI provider endpoints or crossing security zones.Under the partnership, Nvidia will also integrate open models and accelerated compute into the Missionforce suite to enable government and regulated entities to train, tune, and deploy agents on private clouds, classified networks, and air-gapped systems.Separately, Salesforce's Hyperforce platform will run natively on Google Cloud's infrastructure as both companies integrate their AI ecosystems, allowing for Salesforce capabilities within Gemini Enterprise and Gemini models inside Agentforce.Salesforce will begin migration of US customers to Hyperforce Cloud in the fourth quarter, according to Google Cloud.Partnership with Amazon Web Services will enable Salesforce to bring its business context data directly to the AI assistant Amazon Quick, embed AWS frontier agents for DevOps, security, and sales partners into the Slack platform, and give Agentforce customers access to Amazon Bedrock's models.Earlier in September, Truist Securities said that Salesforce rebuilt its AI strategy around four foundational layers -- trust, action, agency, and interface -- to power its vision for the agentic enterprise. "We believe the architecture reinforces Salesforce's broader strategy to own the trusted context and action layer of the enterprise while allowing customers flexibility around the models, agents, and interfaces they use," the investment firm said.Shares of Salesforce, Amazon and Alphabet were down 1% to 2% in Tuesday trading, while Nvidia was 0.4% higher.Price: $256.58, Change: $-2.85, Percent Change: -1.10%

$AMZN$CRM$GOOG$GOOGL$NVDA
Wire

Salesforce, Nvidia Introduce CRM Reasoning Model for Agentforce

Salesforce (CRM) and Nvidia (NVDA) on Tuesday introduced Salesforce's first customer relationship management reasoning model for Agentforce called Koa.Koa was built by post-training Nvidia Nemotron 3 Super open-source model with a proprietary synthetic dataset modeled on enterprise knowledge from almost three decades of CRM deployments, according to the companies.The companies added that they are also bringing Nemotron-based models and accelerated computing into Missionforce, a business unit of Salesforce.Koa is already in use inside Salesforce, and is now moving into customer pilots with 1-800Accountant, Baxter Credit Union, Engine, Formula 1, UChicago Medicine, and Xero, the companies said.Price: $256.50, Change: $-2.80, Percent Change: -1.08%

$CRM$NVDA
Update: Wall Street Dips as AI Warnings Weigh on Tech Sector
US Markets

Update: Wall Street Dips as AI Warnings Weigh on Tech Sector

(Updates with market moves at the end of the day, and other changes, if any.)Wall Street's equity benchmarks fell Monday as warnings from Anthropic and OpenAI on increasing safety risks tied to artificial intelligence triggered a selloff in the technology sector.The tech-heavy Nasdaq Composite declined 0.6% to close at 26,186.41. The S&P 500 dropped 0.5% to 7,619.98, while the Dow Jones Industrial Average dipped 0.3% to 52,421.20. Most sectors ended in the red, led by tech, while communication services paced the gainers.Dario Amodei, chief executive of AI chatbot Claude maker Anthropic, called on the industry Saturday to slow the pace at which it advances AI model capabilities. OpenAI CEO Sam Altman and Tesla (TSLA) and SpaceX (SPCX) CEO Elon Musk supported Amodei's call.OpenAI's initial public offering will not take place this year, Altman separately said in a Fortune Magazine interview, citing the need for safety-related work, according to Bloomberg News.Shares of tech bellwether Nvidia (NVDA) were the third-worst performer on the Dow, down 3.4%. Advanced Micro Devices (AMD), Micron Technology (MU), SanDisk (SNDK), Intel (INTC) and Qualcomm (QCOM) also closed lower.US President Donald Trump sought to allay those AI safety fears, calling them a "hoax.""AI taking over the world, destroying humanity, and all other things bad, is a hoax," he said in a social media post on Monday.In an earlier post on Truth Social, Trump said that "there is a sick conspiracy going on against AI and data centers, and the only one that is happy about it is China."West Texas Intermediate crude oil was up 1.7% at $101.76 a barrel in Monday late-afternoon trade, while Brent rose 1.6% to $106.23, both trading off the day's peaks.The Islamic Revolutionary Guard Corps said it destroyed an advanced US MQ-1 drone over the Strait of Hormuz, a key crude and energy chokepoint, CNBC reported.A meeting to discuss the future of the strait, scheduled for Monday with Tehran and Gulf states, has been postponed, Omani Foreign Minister Badr Albusaidi said on X. The postponement comes following Yemen's Iran-aligned Houthis' attack on Saudi Arabia last week.Trump said Monday that Iran "wants to make a deal, quickly and badly.""I will determine whether or not the USA will choose to engage," Trump said in a social media post.Treasury yields were higher, with the two-year rate rising 1.4 basis points to 4.66% and the 10-year rate up 1.2 basis points at 4.99%.The Federal Reserve is expected to raise interest rates by 25 basis points at this week's policy meeting, with its latest "dot plot" likely signaling another hike later this year, UBS Securities said in a note. The Federal Open Market Committee kicks off its two-day meeting on Tuesday.Markets are currently pricing in a 95% probability that the Fed will raise the benchmark lending rate by 25 basis points on Wednesday, according to the CME FedWatch tool. The remaining odds point to another central bank pause.In other company news, Baldwin Insurance (BWIN) has agreed to be acquired and taken private by a consortium that includes the family investment firm of Dell Technologies (DELL) Chief Executive Michael Dell, in a deal worth $7.7 billion. Baldwin shares jumped 7.9%.Spot gold lost 1.5% to $4,285.73 per troy ounce, while silver shed 2.6% to $63.48 per ounce.

Dow JonesNasdaq CompositeS&P 500$AMD$BWIN$INTC$MU$NVDA$QCOM$SNDK$SPCX$TSLA
Sectors

Sector Update: Tech Stocks Fall Late Afternoon

Tech stocks were lower late Monday afternoon, with the State Street Technology Select Sector SPDR ETF (XLK) falling 1.8% and the State Street SPDR S&P Semiconductor ETF (XSD) dropping 6.3%.The Philadelphia Semiconductor index lost 5.8%.In corporate news, Amazon-backed (AMZN) Anthropic CEO Dario Amodei called for the AI industry to slow the pace of model capability development, saying that accelerating advances and recent alignment incidents could outpace efforts to ensure AI safety. Amazon shares were down 1.2%.Microsoft-backed (MSFT) OpenAI CEO Sam Altman said the company's highly anticipated initial public offering will not take place in 2026 due to ongoing concerns around safety and control in the AI sector, Fortune reported, citing an interview with Altman. Separately, Microsoft has posted a document outlining the intended behavior and values of the company's future AI models. The tech giant said the document is being shared for public consultation. Microsoft shares were up 2.1%.Nvidia (NVDA), Palantir (PLTR) and Booz Allen Hamilton (BAH) have started demanding guarantees or eliminating use of Anthropic's and OpenAI's most advanced models over concerns that the AI giants could retain their customers' critical data, The Information reported. Microsoft has started leveraging that unease to try to lure OpenAI clients to its own AI products, and it has pitched its own isolated cloud environments to customers worried about privacy, the report said. Nvidia shares fell 3.2%, Palantir rose 3.7%, and Booz Allen was up 4.2%.Oracle (ORCL) has started a new round of layoffs after cuts to its workforce earlier this year, Business Insider reported. Oracle shares fell 3.9%.

$AMZN$BAH$MSFT$NVDA$ORCL$PLTR
Sectors

Sector Update: Tech

Tech stocks were lower late Monday afternoon, with the State Street Technology Select Sector SPDR ETF (XLK) falling 1.4% and the State Street SPDR S&P Semiconductor ETF (XSD) dropping 5.4%.The Philadelphia Semiconductor index lost 5.3%.In corporate news, Nvidia (NVDA), Palantir (PLTR) and Booz Allen Hamilton (BAH) have started demanding guarantees or eliminating use of Anthropic's and OpenAI's most advanced models over concerns that the AI giants could retain their customers' critical data, The Information reported. Microsoft (MSFT) has started leveraging that unease to try to lure OpenAI clients to its own AI products, and it has pitched its own isolated cloud environments to customers worried about privacy, the report said. Nvidia shares fell 2.8%, Palantir rose 3.8%, and Booz Allen was up 4.1%. Microsoft added 2.3%.

$BAH$MSFT$NVDA$PLTR
Wire

Pinterest Collaborates With Nvidia to Develop Multimodal AI Infrastructure

Pinterest (PINS) said Monday it has developed a new artificial intelligence architecture with Nvidia (NVDA) to support multimodal applications including visual search and content safety systems.The infrastructure utilizes Nvidia's accelerated computing platform, Blackwell graphics processing units, and Dynamo software alongside the image-sharing platform's proprietary visual embeddings, Pinterest said.This technological foundation accelerated response startup times by about 85 times and improved overall latency by 7.3 times during benchmark testing, Pinterest said.Price: $19.45, Change: $+0.40, Percent Change: +2.07%

$NVDA$PINS
Update: Equities Fall Intraday Amid AI Safety Warnings
US Markets

Update: Equities Fall Intraday Amid AI Safety Warnings

(Updates with latest market prices and developments.)US benchmark equity indexes were lower intraday as Anthropic and OpenAI flagged increasing safety risks tied to artificial intelligence.The S&P 500 was down 0.3% at 7,635.4 after midday Monday. The Nasdaq Composite and the Dow Jones Industrial Average fell 0.2% each to 26,291.4 and 52,493.7, respectively. All three main indexes finished Friday trading higher, snapping a four-day losing streak.Among sectors, industrials led the laggards intraday Monday, while communication services paced the gainers.Dario Amodei, chief executive of AI chatbot Claude maker Anthropic, called on the industry Saturday to slow the pace at which it advances AI model capabilities. OpenAI CEO Sam Altman and Tesla (TSLA) and SpaceX (SPCX) CEO Elon Musk supported Amodei's call.OpenAI's initial public offering will not take place this year, Altman separately said in a Fortune Magazine interview, citing the need for safety-related work, according to Bloomberg News.Shares of technology bellwether Nvidia (NVDA) were the third-worst performer on the Dow, down 2.7%. Advanced Micro Devices (AMD), Micron Technology (MU), SanDisk (SNDK), Intel (INTC) and Qualcomm (QCOM) were also down intraday.West Texas Intermediate crude oil was up 1.8% at $101.84 a barrel intraday, while Brent rose 1.5% to $106.11, both trading off the day's peaks.The Islamic Revolutionary Guard Corps said it destroyed an advanced US MQ-1 drone over the Strait of Hormuz, a key crude and energy chokepoint, CNBC reported.A meeting to discuss the future of the strait, scheduled for Monday with Tehran and Gulf states, has been postponed, Omani Foreign Minister Badr Albusaidi said on X. The postponement comes following Yemen's Iran-aligned Houthis' attack on Saudi Arabia last week.US President Donald Trump said Monday that Iran "wants to make a deal, quickly and badly.""I will determine whether or not the USA will choose to engage," Trump said in a social media post.Treasury yields were lower, with the two-year rate retreating 2.6 basis points to 4.62% and the 10-year rate falling two basis points to 4.96%.The Federal Reserve is expected to raise interest rates by 25 basis points at this week's policy meeting, with its latest "dot plot" likely signaling another hike later this year, UBS Securities said in a note. The Federal Open Market Committee kicks off its two-day meeting on Tuesday.Markets are currently pricing in a 93% probability that the Fed will raise the benchmark lending rate by 25 basis points on Wednesday, according to the CME FedWatch tool. The remaining odds point to another central bank pause.In other company news, Baldwin Insurance (BWIN) has agreed to be acquired and taken private by a consortium that includes the family investment firm of Dell Technologies (DELL) Chief Executive Michael Dell, in a deal worth $7.7 billion. Baldwin shares were up 7.7% intraday.Spot gold lost 1% to $4,306.30 per troy ounce, while silver shed 2% to $63.92 per ounce.

Dow JonesNasdaq CompositeS&P 500$AMD$BWIN$INTC$MU$NVDA$QCOM$SNDK$SPCX$TSLA
Wire

Palantir's AIPCon Highlights Data Sovereignty Demand, Ecosystem Adoption, Oppenheimer Says

Palantir Technologies' (PLTR) AIPCon 11 highlighted growing demand for data sovereignty, with customers and partners increasingly building products and infrastructure on Palantir's platform, Oppenheimer said in a Monday note.The analyst highlighted Nvidia's (NVDA) use of Palantir's Ontology with its optimization and AI models in an on-premise deployment, with the companies planning to extend the reference architecture to manufacturing, energy, healthcare, automotive and aerospace customers.Oppenheimer pointed to recent partnerships with Nebius (NBIS), Fujitsu, Method Security and PwC, along with customer deployments at Acrisure, Novartis (NVS) and Ondas (ONDS), as evidence of expanding ecosystem adoption that could deepen switching costs as customers build and monetize products on Palantir's Ontology.The brokerage also highlighted government expansion, including an FAA safety management system and L3Harris Technologies' (LHX) defense-wide data layer, saying sovereign AI demand, new infrastructure commitments and commercial and government deployments support continued growth momentum.Oppenheimer reiterated its outperform rating on the stock with a price target of $200.Palantir Technologies shares were up 2.6% in Monday trading.Price: $171.61, Change: $+4.38, Percent Change: +2.62%

$LHX$NBIS$NVDA$NVS$ONDS$PLTR

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