AI Industry Development & Policy Dynamics

BlackRock published research framing stablecoins as the settlement infrastructure for AI-driven autonomous commerce, identifying Ethereum and Circle's Arc as candidate platforms. Ethereum traded at $2,695 on Thursday, down 2.6% over the past 24 hours, following a 10.3% gain over seven days. The rese

According to Reuters citing Apptopia, Alphabet raised its 2026 capital expenditure guidance to $195–205 billion on September 23, up from $180–190 billion, as GOOGL stock fell approximately 3.8%. The move came amid a broader selloff in companies exposed to Meta's Muse agent, which surpassed 2.8

According to Cantor Fitzgerald analyst Mathivanan on September 22, Meta's newly launched consumer AI assistant Muse—which can automatically manage emails, cancel subscriptions, and handle recurring payments on behalf of users—has shown rapid adoption signs. The analyst raised Meta's price target

Five research center heads from major Korean securities firms—Mirae Asset, Korea Investment, Samsung, Shinhan Investment, and LS Securities—forecast that Korean stocks will attempt a fourth-quarter rebound after digesting short-term uncertainties following the Chuseok holiday, according to a

According to B.AI's announcement reported by ChainCatcher, the platform's registered user base has surpassed 2.8 million (2,800,056), with growth from 2.7 million to 2.8 million achieved in just several days. The platform processes over one trillion tokens daily and employs intelligent routing to

According to AXIOS, Trump allies this week targeted Anthropic CEO Dario Amodei as a representative of AI "doomsday" rhetoric and a founder of the effective altruism movement, citing a White House memo circulated internally. The attacks focus on Amodei's warnings about AI safety, with effective altru

According to Capital.com senior analyst Kyle Roda, Meta's newly launched AI agent Muse triggered a market reversal on Sept 21 (local time), sending Meta shares up 11% while the Philadelphia Semiconductor Index surged 4.3%—its largest single-day gain since Aug 4. The app reached the top of

According to Reuters, on September 23, Meta unveiled Charm, a handheld device with a roughly 2-inch touchscreen and built-in 5G connectivity designed for its Muse AI assistant. The device will ship in December. Meta also introduced virtual reality glasses priced at $1,299, with launch planned for

According to Koray Kavukcuoglu, the newly appointed head of Google DeepMind, Gemini 4 is in its refinement stage, with the company aiming to release the frontier AI model "much earlier" than the end of 2026. In his first media appearance since taking the leadership role, Kavukcuoglu told The

According to New York Federal Reserve President John Williams, speaking today on September 24, artificial intelligence could drive a productivity boom similar to the 1996-2005 period in the U.S., though the critical question remains how long such gains will persist. Williams also noted that other

According to GoodArch, the Taiwan-based health tech firm invested nearly 1 million ringgit (US$245,000) in an AI-powered foot mapping system in Malaysia on September 24 as it expands into preventive health. The system can assess a user's feet in approximately five minutes and is now available at

According to BlockBeats citing Bit.com data, on September 24, U.S. pre-market crypto and AI-related stocks mostly declined. Crypto equities including Microstrategy (MSTR) fell 0.74% and Bullish (BLSH) dropped 0.75%, while semiconductor and AI stocks faced broader weakness. Sandisk (SNDK) led decline

Fetch.ai's native token FET gained over 40% in the past 7 days, trading around $0.20 according to CoinMarketCap data. The rally occurred as Bitcoin held above $85,000 and Ethereum traded above $2,500, with broader crypto sentiment turning more optimistic. Market analysts note FET

According to Bloomberg, Grok Bot achieved 418,000 weekly active users as of September 14, up 24% from the previous week. SpaceX's product, positioned as an always-on AI team for email handling, scheduling, and multi-step task automation, is competing against Meta's Muse, which topped the U.S. App

According to E-Daily, Japan's Nikkei 225 index rose 0.76% to 6,551.99 points on September 24, while the TOPIX index fell 0.39% to 4,075.30 points. Semiconductor stocks, including SoftBank Group, Arm-related firms, and Tokyo Electron, surged following strong performance of U.S. AI-related shares

The United Nations Security Council held a high-level meeting on September 23 to discuss how to address security risks and regulatory challenges posed by rapid artificial intelligence development.

According to Commerce Ministry spokesperson He Yadong on September 24, China and the U.S. held their first dialogue on artificial intelligence under the bilateral economic and trade consultation mechanism. The announcement came following the eighth round of China-U.S. economic and trade consultation

Tokyo stocks closed mixed on the 24th, with the Nikkei 225 index rising 0.76% while the TOPIX index fell 0.39%. Semiconductor-related stocks gained following advances in US technology stocks during Japan's market holiday, but bank stocks declined. Rising long-term interest rates in both the United S