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Marvell Technology CEO Matt Murphy told CNBC that the company's ability to earn trust with major cloud computing customers over ten years has driven its shares up about 241% in the past year, far outpacing rival Broadcom's 6.6% gain. He pointed to new AI partnerships with Nvidia and Google, along with custom chip deals with all four major U.S. hyperscalers, as evidence of that trust paying off.
Jim Cramer said on 'Mad Money' that markets are overly fixated on AI data-center stocks, urging investors to diversify. He cited GE Aerospace's nearly $12 billion acquisition of Consolidated Precision Products as a boon for Boeing's supply chain, and praised fintech names Robinhood and Affirm along with healthcare firms Hinge Health and Medtronic as overlooked opportunities.
OpenAI says an unreleased internal AI model, running roughly 10,000 autonomous agents, produced a proof addressing the long-unresolved Navier-Stokes existence and smoothness problem within about 88 hours. The effort began after the company heard rumors that two Millennium Prize problems had been cracked elsewhere, prompting it to test the model on outstanding mathematical challenges. The result has not been peer-reviewed or accepted by the Clay Mathematics Institute, which oversees the Millennium Prize.
Tristan Buckmaster of NYU announced preliminary proofs on a major unsolved math problem, developed with Anthropic researcher Levent Alpöge using Codex and Claude models. Buckmaster alleges that details of their unpublished progress leaked to OpenAI, which then claimed to have produced a full proof using a large team and heavy computing resources shortly afterward. OpenAI's math lead Sebastian Bubeck disputes the characterization, calling the claims false and promising a fuller response.
OpenAI says it used AI systems, backed by significant investment, to produce a solution to the Navier-Stokes equations, one of the seven unsolved Millennium Prize Problems in mathematics. The claim has drawn immediate pushback from rival labs and researchers who are scrutinizing whether the result truly meets the rigorous proof standards required for the prize.
Following a €460 million DMA fine over self-preferencing in travel and shopping searches, Google has altered its European search results to comply with EU rules. Instant hotel and flight pricing and availability are being removed, replaced by links to specialized search engines and a carousel ranked purely by Google's algorithm rather than business partnerships.
Emily Oberg, founder of fashion brand Sporty & Rich, revealed she tested AI-generated imagery to cut costs on e-commerce photo shoots, which typically run upwards of $200,000 twice a year. She said the results looked flat, lifeless and overly perfect, with models appearing 'dead in the eyes,' prompting her to return to using a full human team for future shoots.
DigiTimes cites supply chain sources claiming Intel will raise CPU prices by another 10%, following earlier increases in Q1 2026 and July, likely hitting server and mobile chips first. The same report says Intel plans a major product launch in March 2027, with AMD responding with its own releases between June and July that year.
OpenAI confirmed an ongoing outage causing errors in ChatGPT's image generation and its Images API, along with failures and delays when users try to upload files. Hundreds of users reported the problems on DownDetector, and OpenAI says it is still assessing mitigation efforts as some requests continue to fail.
According to a Diamond Online report, NEC quietly halted development of physical quantum computing machines at the end of March 2026, decades after pioneering superconducting qubit research in 1999. Several researchers from the program, including a key leader, have reportedly since joined Fujitsu, which continues investing heavily in the technology. NEC has not confirmed a full exit, stating it still evaluates practical applications and industrialization of quantum technologies with customers.
OpenAI disclosed that its newly deployed GPT-6 Astra model is the first widely released system to hit the 'Critical' threshold in the company's Preparedness Framework for cybersecurity, meaning it can autonomously find and exploit zero-day vulnerabilities in hardened systems. In testing, Astra reportedly uncovered two previously unknown real-world vulnerabilities, which OpenAI says it is now disclosing to the affected software maintainers. The company added new safeguards including stronger jailbreak resistance and monitoring, and says Astra shows fewer safety violations than its predecessor, GPT-5.6 Sol.
Samsung has responded to user complaints about soft, sinking corners on the Galaxy Z Fold 8's inner display, stating the flex is a deliberate design feature rather than a hardware flaw. A company representative told Korean outlet BusinessPost that the cushioning effect helps protect the display from impacts and trapped debris like sand.