Today's AI and U.S. stock market updates: 1. SPCX Grok 4.6 is here! Leaked in the Cursor model selection, expected to launch this week. Musk says: reasoning capabilities greatly improved. 2. Semiconductor and optical module stocks fell across the board by 2-14%! Oil prices surged 5% due to failed U.S.-Iran negotiations. NVDA announced $500 billion AI financing, but got questioned for moving money between accounts. INTC issued $15 billion in new shares for fundraising. 3. OpenAI released a new model GPT-5.6-Cyber! A super assistant for white hats. They also spent $7 billion to buy back employee shares. The AI talent war is heating up—if employees can't get paid, they'll leave. 4. AI bubble? Q2 earnings show 85% of companies beat expectations! Strong corporate profitability. Morgan Stanley raised the S&P 500 year-end target price to 8,000 points. 5. Meta's growth is losing steam, up just 0.5%! Officially launched the open-source model Muse Glimmer, distilled from the closed-source Muse Spark. A move to support open-source development.