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● Lisa Su said building the next generation of AI compute requires a deep understanding of how models evolve.
● XPeng fell 4.82% and Tencent Music fell 4.90% as US-listed Chinese stocks weakened across the session.
● The company announced a $50 million private placement on September 23 at $12.89 per share, expected to close in October.
● Volato Group (SOAR) closed at $0.32 on Monday, up 80.67% from $0.18, after announcing $1.17 billion of AI infrastructure orders.
● Jones Trading analyst Kevin Dede initiated coverage with a Buy rating and $4 price target, about 75% above the close.
On Monday, September 28, 2026, Volato Group (NYSE American:SOAR), a penny stock, surged 77.60% to finish at $0.32. The small-capitalization company, historically associated with private-aviation services, disclosed a transaction pairing it with an AI-infrastructure business.
Maase (NASDAQ:MAAS) was among the gainers in US markets on Monday, September 28, 2026, closing the session up 16.79% at $17.95. The company announced a $50 million PIPE financing in the days before the session.
Meta (NASDAQ:META)'s leap intoBusinessAI, and its hiring of MongoDB (NASDAQ:MDB)'s chief executive, sent a shiver through enterprise software on Monday, September 28.
Nvidia (NASDAQ:NVDA) and theCybersecuritynames rallied while chipmakers, optical suppliers and data-center builders sank, as the AI trade fractured on Monday, September 28.
Nvidia (NASDAQ:NVDA) launched an Open Agent Safety Platform on Monday, September 28, with partners including Anthropic, Microsoft (NASDAQ:MSFT), Palantir (NASDAQ:PLTR) and Salesforce (NYSE:CRM), as worries about AI agents behaving unpredictably moved to the centre of the market conversation.
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