Google's DeepMind Gemini Scores 97.5% on ARC-AGI-3

Key Takeaways

• <li>Equinix and Digital Realty are major data center plays exposed to AI compute demand, with revenues of $9.9B and $6.8B respectively</li>
• <li>Gemini 4 Argon scored 97.5% on ARC-AGI-3, second only to OpenAI's GPT-6 Astra at 99.9%</li>
• <li>Anthropic reported $16.8B in Q3 revenue with near 92% gross margins</li>
• <li>Bloomberg made ASKB conversational AI generally available, with over a third of Terminal subscribers using it</li>
• <li>Freshfields is exploring a spinoff of its AI unit, Freshfields Lab, potentially via IPO</li>
• <li>Broadcom generates about $59.4B from semiconductor solutions and $29.7B from infrastructure software</li>
• <li>A Japanese student turned $68 into $750,000 using Claude Code to build a crypto trading bot in 48 hours</li>
• <li>Koch Disruptive Technologies is investing in Emanate AI for industrial sales automation</li>
• <li>Shamrock AI raised $5M in seed funding to evaluate enterprise AI agent performance</li>
• <li>SK hynix, Nova, and Silicon Motion are riding a semiconductor export boom driven by AI hardware demand

AI Data Center Demand Highlights Equinix and Digital Realty Stocks

A planned US$100b American Energy Hub in Paducah by Brookfield Asset Management and NextEra Energy highlights growing AI data center demand. Equinix runs global colocation facilities with about US$9.9b in revenue and a market value near US$100.6b. Iron Mountain is shifting from storage to data center infrastructure with a market value near US$34.1b. Digital Realty Trust operates a global data center network generating about US$6.8b in revenue with a market value around US$67.3b. These stocks are exposed to long-duration power and compute demand from AI workloads.

Top 3 Automation Stocks to Watch in October 2026

Rising producer price data and higher borrowing costs are pushing companies toward robotics and automation to do more with fewer workers. ON Semiconductor provides vision and power chips for industrial robots, generating about US$6.1b across its segments with a market cap of US$29.9b. Xometry runs an AI powered manufacturing marketplace with about US$807.5m in revenue and a market cap of US$6.2b. Arm Holdings designs processor IP powering robots and edge AI systems with a market cap of US$272.8b. These companies are positioned at the intersection of AI, manufacturing, and automation.

GeneDx and Two AI Healthcare Stocks to Watch

AI is reshaping healthcare with companies using AI driven tools for diagnostics, monitoring, and workforce training. GeneDx Holdings uses AI genomic analysis for rare disease testing with a market cap of US$1.9b. CeriBell delivers AI enabled EEG systems for real time seizure detection with a market cap of US$1.0b. HealthStream provides AI powered competency platforms for healthcare workforce training generating about US$321m in revenue with a market cap of US$1.0b. Each company faces unique pressures that could shape their future growth in AI healthcare.

3 High Growth Insider Stocks to Watch in October 2026

AI chip demand is driving capital into data centers and power infrastructure, spotlighting fast growing companies with significant insider ownership. Oracle earns US$62.8b from cloud and software with a market value around US$395.8b, leaning on its Fusion cloud and Oracle Cloud Infrastructure. AppLovin generates about US$6.8b from its AI powered advertising platform with a market cap near US$87.7b. Fermi is a pre revenue builder of gigawatt scale private grids with a market value of about US$2b, focused on powering hyperscale AI data centers through Project Matador.

3 AI Hardware Stocks With Revenue Growth Up to 34%

A US semiconductor index lost about US$1.6trn in value in six days, giving investors a second look at quality AI hardware companies. Broadcom generates about US$59.4b from semiconductor solutions and US$29.7b from infrastructure software with a market cap of US$1.71t. ACM Research supplies wafer fabrication equipment to AI chip makers with about US$1.04b in revenue and a market cap of US$4.52b. Penguin Solutions provides AI focused servers and memory modules generating about US$1.73b across its segments with a market cap of US$4.01b. These companies play key roles in the AI hardware supply chain.

SK hynix Nova Silicon Motion ride semiconductor export boom

Strong China trade data is boosting semiconductor and AI hardware stocks. SK hynix makes memory chips like DRAM and HBM for AI servers. Nova builds chipmaking equipment used in advanced factories. Silicon Motion designs NAND flash controllers for SSDs in PCs and data centers. All three benefit from rising global demand for AI hardware.

ExaWizards Finatext Fixstars lead Japan AI small caps

Japan plans to invest over ¥370 trillion in AI and semiconductors. ExaWizards sells AI services for factories and hospitals with a ¥75.5b market cap. Finatext provides AI data tools for finance and real estate with a ¥73.7b market cap. Fixstars runs AIBooster GPU cloud for generative AI with a ¥63.8b market cap. These three stocks show strong earnings growth potential.

Bloomberg expands ASKB conversational AI for all users

Bloomberg made its conversational AI interface ASKB available to all users. More than one-third of Bloomberg Terminal subscribers now use ASKB. Users can add their own content to the AI system. The tool combines financial data with personal information in one place.

Bloomberg ASKB AI now generally available with new features

Bloomberg announced ASKB is now generally available to financial professionals. Users can search about 40 million daily IB chats for market insights in plain language. Worksheets let analysts ask questions about securities on their watchlists. Bloomberg Drive lets users upload files and folders for ASKB to analyze. Every answer cites its source file or conversation.

Gemini 4 Argon scores 97.5% on ARC-AGI 3 benchmark

Google DeepMind Gemini 4 Argon scored 97.5% on ARC-AGI-3, an interactive reasoning benchmark. Only OpenAI GPT-6 Astra scored higher at 99.9%. Argon scored 98.5% on ARC-AGI-1 and 91.3% on ARC-AGI-2. Under the standard harness its score dropped to 49.8%. The model uses the provider adapter harness that preserves reasoning between turns.

Freshfields explores AI unit spinoff worth billions

Freshfields partners discussed splitting off Freshfields Lab into a separate company. Global managing partner Alan Mason said he is working toward an IPO or external investors. Two Wall Street banks have reportedly reached out about the plan.

AI search changes how law firms gain visibility

AI-driven search is changing how law firms compete for attention online. Firms now need a credible digital presence so their expertise becomes recognizable. The shift moves focus from simply being found to being actively recognized by potential clients.

Student claims Claude Code helped build crypto trading bot

A 19-year-old engineering student in Japan says Claude Code helped him build a crypto trading bot in 48 hours. He started with $68 and reportedly turned it into $750,000 in profit. The bot monitors over 50 markets using Bitcoin price data from Binance.

AI tool helps detect media bias for voters

A 2024 Penn project introduced the Media Bias Detector to help people examine news coverage. The tool breaks coverage into measurable parts instead of labeling outlets as simply biased. Researchers found that a publisher's political lean can change depending on the topic.

Three exchange stocks tied to AI trading demand

Anthropic reported strong Q3 results with $16.8 billion in revenue and near 92% gross margins. This growth may impact exchange stocks like B3, Singapore Exchange, and TMX Group. These companies earn fees from trading, listings, and market data.

Koch Disruptive Technologies invests in Emanate AI for sales

Koch Disruptive Technologies is investing in Emanate, a San Francisco startup that uses AI for industrial sales. Emanate's software links supplier systems to help manage customer accounts, pricing and sales. Founder Kiara Nirghin says the product keeps a knowledge graph of account interactions and can work around the clock. The startup launched from stealth in February with support from a16z, Peter Thiel and Alexis Ohanian.

Shamrock AI raises $5M seed to test enterprise AI agents

Shamrock AI raised $5 million in seed funding to help businesses check how well enterprise AI agents perform. The company uses machine learning to measure the effectiveness of AI agents in different business tasks. Its founders have experience in AI and machine learning and want to help organizations make better decisions. The company plans to use the money to improve its technology and grow its team.

Sources

• AI Data Center Demand Puts Equinix Stock And Digital Realty Shares In Focus
• Top 3 Automation Stocks To Watch In October 2026
• GeneDx Holdings And 2 AI Healthcare Stocks To Watch
• 3 High Growth Insider Stocks To Watch In October 2026
• 3 AI Hardware Stocks With Revenue Growth Up To 34%
• 3 AI Hardware Stocks Riding The Semiconductor Export Boom
• 3 Japanese AI Stocks With Earnings Growth Up To 41%
• Exclusive | Bloomberg Doubles Down on Conversational AI
• The Next Evolution of ASKB: Your Insights, Bloomberg's Intelligence, One Conversation
• Gemini 4 Argon Scores 97.5% On ARC-AGI 3 With Harness, Only Second Behind GPT-6 Astra
• Freshfields’ artificial intelligence plans revealed in leaked emails
• From Being Found to Being Recognized: How AI Is Changing Law Firm Visibility
• 19-year-old Japanese student claims Claude Code helped him build an AI trading bot in 48 hours and turn $6
• AI helps detect media bias, informing voters and news consumers
• 3 Exchange Stocks Linked To Rising AI Trading And Data Demand
• Koch Disruptive Technologies backs Emanate's AI for industrial sales
• Dealroom.co | Shamrock AI raises $5M seed to validate enterprise AI agents