Video Generation

Today's Stories

1. 1

   Microsoft Research's Mirage gives video generation a persistent spatial memory that doesn't forget what's around the corner

   Microsoft Research's Mirage gives video generation a persistent spatial memory that doesn't forget what's around the corner

2. 2

   SpaceX's record IPO surges 19% on day one, signaling Wall Street confidence that the AI-driven stock market has room for more capital raises.

   SpaceX went public and its stock rose 19% on its first trading day, Friday. The IPO was heavily oversubscribed across all channels, with retail investors playing a key role in driving demand. SpaceX sold roughly 5% of the company in the offering. The strong debut comes as concerns grew about whether the market could absorb a wave of new share issuance—including capital raises by Alphabet and anticipated IPOs from OpenAI and Anthropic. One market strategist rated the market's absorptive capacity as a 10 out of 10, suggesting the AI bull market has substantial runway. However, some investors rotated out of prior AI winners like Micron, Sandisk, and Marvell to fund SpaceX purchases, which may indicate selective rather than broad appetite for new offerings.

   Strategists cautioned that hot IPO debuts often cool as insider lock-up periods expire—citing Facebook (now Meta), Robinhood, and Coinbase as examples that offered better entry points later. Vanda Research noted retail investors are being 'very selective and tactical' in 2026, suggesting rebalancing into SpaceX rather than overall market buying may be the likely path ahead.

3. 3

   budget ai video generation

   budget ai video generation

4. 4

   AI infrastructure spending still feels early

   AI infrastructure spending still feels early

5. 5

   Az8 Studio: The closest thing we have to a multi-modal "Agentic" canvas for video pipelines? (First impressions)

   Az8 Studio: The closest thing we have to a multi-modal "Agentic" canvas for video pipelines? (First impressions)

6. 6

   What are the best AI tools by category?

   What are the best AI tools by category?