Alphabet (GOOG.O) shares fell on Monday after DeepMind vice president John Jumper said over the weekend he will leave to join Anthropic, sending the stock down as much as 7.2% intraday — its largest intraday drop since February. The move follows last week’s departure of senior researcher Noam Shazeer to OpenAI, and comes amid broad weakness in large-cap tech names. Jumper, a core member of Google's AI programming team, received the 2024 Nobel Prize in Chemistry for AI-related research.

美国财政部：通用许可证不授权涉及古巴和乌克兰等国的交易。

CITIC Securities forecasts robust semiconductor-equipment demand driven by large downstream customers’ capex guidance and expansion plans. It projects the global wafer fab equipment (WFE) market will expand 26% YoY in 2026 to $147.8bn and 35% YoY in 2027 to $199.5bn, with memory’s share increasing. As capacity is brought online and new product cycles roll out, equipment makers’ pricing power may improve. The report advises monitoring equipment suppliers exposed to memory and capex-led spending.