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Everything else in the news today
Melvin prefers Samsung over Micron, citing HBM pricing power and a cheaper valuation (~4x vs ~7x forward earnings).→
Micron reported $54.2B revenue (+379% YoY) with 87% gross margin, and its stock is up ~237% this year.→
Samsung is expected to post record ~$80B operating profit in preliminary Q3 results on Oct 8, up from ~$66B in Q2.→
Mistral Large 4 is a 1T-parameter open-weight multimodal model with 49B active params, 1M context, and open weights releasing end of October.→
Claude now integrates directly into Google Docs, Sheets, and Slides for live editing in beta on all paid plans.→
OpenAI published 722 verified math manuscripts with Lean proofs from an unreleased internal model.→
Eli Lilly and Novo Nordisk report GLP-1 drugs may slow biological aging, according to molecular aging clocks.→
Energy Dome was named to MIT Technology Review's 10 Climate Tech Companies to Watch 2026 for its compressed-CO2 grid batteries.→
Mistral Large 4, a 1-trillion-parameter open-weight model, releases weights on October 27, and Finland halted Google's €13B data center project.→