Anthropic Mythos forces White House AI oversight reversal; DeepSeek nears $50B state-backed valuation; semiconductor sector adds $3.8T in six-week melt-up; memory chip supercycle drives 30% weekly stock gains.

Nvidia deploys $40B+ in AI bets; Google shifts enterprise stack to agents; Samsung/SK Hynix profits surge on AI memory demand; 2D chip materials face atomic-scale barrier.

Anthropic Mythos alarms White House; Apple-Intel chip deal diversifies from TSMC; ITC bans Innoscience GaN imports; AI layoffs test government safety net.

OpenAI launches GPT-5.5-Cyber to rival Anthropic Mythos; Anthropic commits $200B to Google Cloud; TSMC signals up to $250B U.S. investment; Apple explores Samsung/Intel foundries to diversify from TSMC.

Anthropic launches dreaming AI feature for agent self-improvement; Apple settles 50M over AI false advertising; Samsung hits T valuation on HBM chip boom; AMD sparks global semiconductor rally on AI demand optimism.

Anthropic commits $200B to Google Cloud; US gov secures early access to AI models from Google, Microsoft, xAI; Apple explores Intel and Samsung as TSMC alternatives; Samsung posts record profit on AI memory chip crunch.

White House eyes AI model pre-release review; Anthropic partners with Blackstone & Goldman Sachs; Suno nears $5B valuation; SK Hynix surges 12% on AI demand; Cerebras kicks off IPO; Micron says AI to exceed 50% of memory market in 2026.

Big Tech on track to invest $700B in AI by end of 2026. New 25nm memory chip breaks miniaturization rules. Samsung faces historic worker strike while SK Hynix surges 99%. RAM prices soar as AI demand overwhelms supply. Plus: Qualcomm pivots to AI, and nearly half of young Americans see AI as a job threat.