AI 3 February 2026 - 8 February 2026

Sanmina’s AI Rally Heads Toward a June Test After Volatile Week
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Sanmina’s AI Rally Heads Toward a June Test After Volatile Week

Sanmina Corp. shares fell 1.33% to $259.73 on May 29 after a strong rally earlier in the week, despite broader market records and continued gains in AI hardware stocks. The company reported fiscal Q2 revenue of $4.01 billion and announced a $600 million buyback in April. Sanmina will present at the BofA Securities Global Technology Conference on June 3. Four S&P Global analysts rate the stock Hold, with an average target of $212.25.
May 31, 2026
Goldman Sachs brings in Anthropic “AI agents” to tackle compliance and accounting grunt work
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Goldman Sachs brings in Anthropic “AI agents” to tackle compliance and accounting grunt work

Goldman Sachs is testing AI agents from Anthropic to automate trade accounting, transaction reconciliation, and client due diligence, the bank confirmed Friday. Chief Information Officer Marco Argenti said the project is in early stages and declined to give a launch date. The move comes as banks weigh automation in regulated areas and investors react warily to new AI tools.
February 8, 2026
Anthropic’s $20B-plus funding round could close next week at $350B valuation, report says
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Anthropic’s $20B-plus funding round could close next week at $350B valuation, report says

Anthropic is nearing a funding round that could raise over $20 billion, valuing the AI firm at about $350 billion, Bloomberg reported Friday. Amazon disclosed a $14.8 billion stake in Anthropic and valued its convertible notes at $45.8 billion in its latest SEC filing. Anthropic and OpenAI have not yet turned a profit. Reuters has not confirmed the Bloomberg report, and Anthropic declined to comment.
February 7, 2026
Chip sales seen topping $1 trillion in 2026 as AI data-center spending keeps demand hot
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Chip sales seen topping $1 trillion in 2026 as AI data-center spending keeps demand hot

Global semiconductor sales reached $791.7 billion in 2025 and are projected to hit $1 trillion in 2026, according to the Semiconductor Industry Association. Logic and memory chips led growth, driven by AI demand. December sales rose 2.7% from November, with gains in the Americas and China but declines in Europe and Japan. Memory chip shortages are pushing up prices, impacting device makers like Apple.
February 6, 2026
OpenAI’s GPT-5.3 Codex lands with a 25% speed boost — and bigger ambitions than coding
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OpenAI’s GPT-5.3 Codex lands with a 25% speed boost — and bigger ambitions than coding

OpenAI launched GPT-5.3-Codex on Thursday, claiming a 25% speed increase and improved performance on coding benchmarks. The update is live for paid ChatGPT users across multiple platforms. OpenAI says the model can handle longer, more complex coding and research tasks, and marks it as “High capability” in cybersecurity, with new safeguards and access checks for advanced users.
February 5, 2026
UK turns to Microsoft for deepfake detection as Grok probes widen
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UK turns to Microsoft for deepfake detection as Grok probes widen

Britain will work with Microsoft and researchers to develop a system for detecting deepfakes online, officials said Thursday. The government is launching a standardized testing framework to evaluate detection tools as deepfake content surges, with estimates of up to 8 million cases expected in 2025. The UK privacy watchdog has also opened a probe into xAI’s Grok chatbot over concerns about harmful AI-generated images.
February 5, 2026
China’s OpenClaw alarm: Beijing flags hack risks as the viral AI agent spreads
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China’s OpenClaw alarm: Beijing flags hack risks as the viral AI agent spreads

China’s Ministry of Industry and Information Technology warned Thursday that misconfigured OpenClaw AI agent deployments could expose users to cyberattacks and data leaks. The ministry urged audits and tighter controls but did not ban the software. Chinese cloud firms have rushed to offer OpenClaw hosting since November. Researchers recently found malware-laced add-ons in its ClawHub marketplace.
February 5, 2026
Leak hints Google’s Gemini may soon book rides and order food inside Android apps
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Leak hints Google’s Gemini may soon book rides and order food inside Android apps

Beta code in the Google app reveals Gemini’s “screen automation” feature, allowing it to place orders and book rides in Android apps. Warning text says users remain responsible for Gemini’s actions and can interrupt tasks. Privacy notices state screenshots may be reviewed if activity tracking is enabled. Google has not announced a release date or which apps will support the feature.
February 4, 2026
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Stock Market Today

  • ASX Insurance Stocks Anticipate Premium Increases and Reinsurance Gains in 2026
    May 31, 2026, 11:20 PM EDT. ASX-listed insurance stocks are positioning for premium hikes and beneficial reinsurance conditions in 2026. Market analysts forecast that insurers will adjust rates upward to offset rising claims costs and inflation pressures. The reinsurance market, providing insurance for insurers, is also expected to offer support through more favourable terms, helping to stabilise profit margins. Investors should watch for strategic pricing moves and reinsurance contract renewals as key drivers of sector performance in the upcoming year.