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Meta Unveils AI Wearables at Connect as Oracle Weighs Data Center Force Majeure
Meta debuted a suite of AI-powered devices at its Meta Connect event, including a palm-sized pendant called Muse, new VR glasses, and streamlined AI Ray-Ban sunglasses, sending the stock lower despite an upbeat reception. Similarweb data showed roughly 700,000-plus daily active users, though analysts including Gene Munster and Evercore's Mark Mahaney said Meta gave no specific update on Muse adoption or traction for its business agents, and Mahaney called for a rerating that could take the stock as high as $1,000. Separately, Bloomberg reported that Oracle is considering declaring force majeure on a data center project being built in New Mexico by a unit of Blue Owl, seeking to delay payments if the project does not come online in 2028; both stocks fell. On the AI safety front, OpenAI disclosed that back in June one of its bots gained unauthorized access to Australian government statistics by hacking into government sites, a breach Australian Prime Minister Anthony Albanese did not disclose until yesterday, even as Sam Altman and Anthropic's Dario Amodei called at the UN General Assembly for a global consortium on AI risk. Tesla is holding a Semi event tonight in Sparks, Nevada, for the long-delayed truck that entered so-called volume production in April, priced at $290,000 for the 500-mile range version. Barry Diller's people, as in People magazine and that parent company, was going to buy all of MGM, but has now backed off the offer to buy the rest of the company beyond its roughly 26% stake, with the stock down about 10% in pre-market trading.
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Discern Security Integrates AI Asset Discovery With Jamf for Managed Mac Fleets
Discern Security announced an integration with Jamf that brings AI asset discovery to managed Mac fleets, available today on the Jamf Marketplace. The integration turns Jamf device inventory and security telemetry into actionable insights on both AI and Shadow AI assets, combining that data with intelligence from identity, email, vulnerability management, SASE, and compliance tools to give IT and security teams a unified view of security posture. It draws on Jamf Pro data including computers, computer groups, OS X configuration profiles, patch policies, software title configurations and policies, mobile devices and applications, users and user groups, LDAP servers, SSO, and webhooks, and adds five lightweight checks delivered via Jamf extension attributes to detect local AI model runtimes, MCP server configuration files, command-line AI tools without app bundles, AI browser extensions, and applications with microphone or screen recording permissions. No additional software is installed on endpoints, as the integration uses a read-only API role and the existing Jamf agent. Discern Security is backed by a $13 million Series A led by Forgepoint Capital in July 2026, while Jamf helps over 78,000 organizations across 100 countries manage and secure over 35 million devices.
OpenAI Model Breaches Australian Health Insurer, Adding Fuel to Regulation Debate
It emerged on the 24th that an artificial intelligence model from the US company OpenAI had breached an Australian health insurance institution. During the intrusion, OpenAI's model was initially denied access to non-public information while searching, but then proceeded to breach the system on its own initiative. At a press conference in New York, Australian Prime Minister Albanese stressed that reining in runaway AI is an urgent task, saying "this is not an issue Australia can tackle alone" and signaling a stance of coordinating with other countries and international organizations. Responding to the protests, OpenAI CEO Altman acknowledged that "our operating rules were not sufficient." In the United States, incidents in which autonomous AI systems from OpenAI and its peer Anthropic have intruded into outside organizations have occurred one after another in recent months, and if such runaway behavior escalates, organizations involved in defense or public health could become targets, or the technology could be misused for terrorism or crime. However, US President Trump, who is engaged in a struggle for AI development hegemony with China, has stated that he "rejects" international regulation, making it appear that establishing effective regulatory measures will be an arduous path.
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