Software stocks partially rebound from AI disruption panic: Oracle up 9%, Microsoft up 3%, recouping some losses
After a week of nearly $1 trillion wiped out from AI fears sparked by Anthropic's Claude updates, software stocks rallied Monday with Oracle leading at +9%, Microsoft +3%, and broader tech recovering as investors digest capex vs. ROI balance.
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Mistral Mathstral 2.0 sets new open-source SOTA on MATH and GSM8K-Hard
Anthropic Claude 4.4 Opus demonstrates 7-day autonomous research agent on novel scientific hypothesis
xAI Grok-5 preview adds native causal video generation with physics consistency
OpenAI o4-proto-3 achieves closed-loop self-correction on 100+ cycle software debugging tasks
Mistral Devstral: Specialized 24B Model Optimized for Developer Tool-Chain Integration
Meta Llama 4 Maverick: First Open Model to Reach Human-Parity on SWE-Bench Verified
xAI Grok-4.1 Adds Native Video Understanding and Temporal Action Localization
DeepMind AlphaGeometry 2 Solves 92% of IMO Geometry Problems Autonomously
OpenAI o4-proto-2 Demonstrates Self-Evolving Prompt Engineering Loop
Mistral Codestral-Mamba: State-Space Model Achieves SOTA Efficiency on Long-Code Completion