Wednesday's Morning Brief leads with Google's launch of Gemini 4 Argon, a new frontier AI model priced at $2 per million input tokens, well below Anthropic's Claude Opus 5.5 and OpenAI's GPT-6 Astra, as the model price war sharpens. ASML posts a record quarter with €11.7 billion in sales and warns planned chip-tool supply will fall short of demand through 2028. Also: Anthropic and OpenAI back binding AI rules before UK lawmakers while Google and Meta demur; federal agents arrest a former OpenAI engineer over a hidden recording device; IDC data shows Nvidia's China AI chip share falling to 34% as Huawei closes in; and South Korea widens its bank hacking probe to 16 financial firms. Plus Google opens its science models to 200 European researchers, and the September US inflation report to watch today. Hosted by Maya.
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