Thursday 1 October 2026
Top stories today:
Google’s Gemini 4 Argon rolls out to trusted cyber defenders
Anthropic, OpenAI face FTC probe over potential consumer harms
Micron Q4 revenue +379% YoY to $54.3B, data center revenue +11x
Salesforce to acquire Listen Labs in deal said to be worth $2B
Claude for Government becomes generally available
0. Data & Calendar
All values as of 6 AM ET / 3 AM PT, other than S&P500 and NASDAQ close (4 PM ET / 1 PM PT).
All times are ET.
1. Google’s Gemini 4 Argon rolls out to trusted cyber defenders through Fairwind
Gemini 4 Argon matched OpenAI’s GPT-6 Astra on the Artificial Analysis Intelligence Index with a score of 53:
Costs $4/$20 per 1M input/output tokens, vs. GPT-6 Astra’s $10/$50, Claude Fable 5’s $10/$50, Muse Spark 1.3’s $1.25/$4.25, Grok 4.7’s $2/$6, and MiMo-V2.6-Pro’s $0.435/$0.87.
A 50% introductory discount brings the price to $2/$10.
Has a 1M-token output limit, up from 64K for prior Gemini models.
Has a 15% hallucination rate, vs. 51% for GPT-6 Astra.
Google is participating in the U.S. government’s voluntary pre-release process for Gemini 4.
Gemini 4 struggled with some real-world coding tasks, some Google employees reportedly said, though Google disputed that characterization.
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3. Anthropic, OpenAI face FTC probe over potential consumer harms
The FTC will reportedly examine whether federal laws on unfair and deceptive practices were broken by these companies.
Formal demands for information are expected to be sent to the companies.
Before OpenAI’s Jul. disclosure of the Hugging Face attack, the FTC had taken early steps in its investigation.
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5. Micron Q4 revenue +379% YoY to $54.3B, data center revenue +11x on growing AI demand
+343% YoY in Q4 DRAM revenue to $39.8B, representing 73% of total sales.
The company is working with NVIDIA on the industry’s “first custom HBM implementation,” CEO Sanjay Mehrotra said.
Micron stock +500% in the past year, benefiting from the global supply crunch.
RAM shortages could persist beyond 2028, with customers paying “much higher prices,” Mehrotra said.
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7. Salesforce to acquire Listen Labs in deal said to be worth $2B
