'DeepSeek Aims to Close $7.5 Billion Funding Round by End-October' - The Information

News About Muse Drove a 1-Day 11% Jump in Meta Stock. But the AI Agent Could Be Even More Valuable Than the Market Is Giving It Credit For.

Meta's Muse AI agent has climbed to the top of app store charts since its September launch, driving an 11% single-day stock jump. While analysts focus on subscription revenue potential, the article argues Muse's true value lies in the user data it provides for advertising. By capturing high-intent purchase signals previously dominated by Google and Amazon, Meta can improve ad targeting and pricing, potentially adding billions in revenue beyond subscriptions.

Rivian vs. the S&P 500: Which Investment Wins Through 2030?

Rivian stock has plummeted 80% from its IPO price of $78 to $15, significantly underperforming the S&P 500's 120% gain. However, the article argues the EV maker could rebound through 2030 by successfully ramping up production of its more affordable R2 SUV, expanding capacity with a new Georgia plant, and achieving profitability by 2028. If Rivian executes its growth plans and reaches half a million vehicles annually by decade's end, it could substantially outperform the broader market.

'White House Asks OpenAI And Anthropic To Hold New Models From UK Testers Until U.S. Review; U.K. Leaders Are Calling For A Shared Set Of Global Principles, Even As The White House Seeks First Access To New Models For Testing' - Politico

https://www.politico.com/news/2026/09/24/white-house-asks-openai-and-anthropic-to-hold-new-models-from-uk-testers-until-u-s-review-01091769

CrowdStrike vs. Figma: Which Technology Stock Is a Better Buy in 2026?

The article compares two high-growth tech stocks: CrowdStrike, a cloud-native cybersecurity leader with $4.8B revenue and strong free cash flow but trading at a 50.3x P/S ratio, versus Figma, a collaborative design platform with 41% revenue growth but significant losses and a 10.5x P/S ratio. CrowdStrike is recommended for growth-oriented investors due to solid fundamentals, while Figma faces risks from frontier AI models disrupting its core design workflow.

'Senators Move To Force AI Companies To Disclose More' - Semafor Exclusive

https://www.semafor.com/article/09/24/2026/senators-move-to-force-ai-companies-to-disclose-more

Shares of retail companies are trading lower as growing expectations for tighter monetary policy may raise borrowing costs and slow consumer demand.