Eos Energy Enterprises is scaling its zinc-powered batteries as an alternative to lithium-ion technology for AI data centers. Revenue jumped 351% year over year to $68.8 million in Q2, and the company now carries an $807 million backlog from customers including the U.S. government and Alphabet. Full-year revenue guidance tightened to $300 million–$350 million as the company consolidates production lines. Eos is expanding manufacturing at its Thorn Hill site, with completion expected in Q1 2027, though dilution from up to 56.5 million warrant-linked shares remains a risk.
Meta's Muse AI agent is testing who controls digital commerce. Shopify opened its stores and checkout to Muse, enabling agentic purchases through Shop Pay, while Amazon blocked Muse and set its own terms for agent access. The standoff highlights how AI agents are becoming intermediaries that affect traffic, advertising, and subscription revenue. It is still unclear whether commerce will generate material revenue for Meta, and financial terms were not disclosed.
Google Threat Intelligence Group reported a major increase in LLM-jacking, with hackers stealing access to AI models and computing power. Criminals sell stolen login credentials for public AI tools and exploit stolen resources to run models without paying. The surge in AI-related cybercrime comes as the technology grows faster than security measures can keep pace.
OpenAI and Anthropic are approaching IPOs while their leaders warn about the rapid pace of frontier model development. OpenAI projects a $14 billion loss in 2026 and cumulative losses near $44 billion by 2028. Anthropic has locked in $517 billion in compute commitments. Bridgewater investor Greg Jensen estimates a 30% to 60% chance of a catastrophic AI disaster in coming years. President Trump plans to meet with top AI executives, marking the first such summit called by the president.
America has lost over 200,000 creative industry jobs over the last four years, with about 50,000 lost in the last year alone. The decline coincides with the rise of AI systems capable of writing novels, creating photorealistic images, and producing music albums. Meanwhile, Shelly Palmer argues that calls for an AI slowdown are partly a sales pitch, with companies requesting more government funding and regulators using the concern as justification for new rules.
Key Takeaways
- Eos Energy Enterprises reported 351% YoY revenue growth to $68.8 million in Q2, with an $807 million backlog from customers including Alphabet and the U.S. government.
- Meta's Muse AI agent partnered with Shopify for agentic checkout via Shop Pay, while Amazon blocked Muse from its platform.
- Google Threat Intelligence Group flagged a major increase in LLM-jacking, with hackers stealing AI model access and computing resources.
- OpenAI projects a $14 billion loss in 2026 and cumulative losses of about $44 billion by 2028 as it approaches an IPO.
- Anthropic has locked in $517 billion in compute commitments amid warnings about rapid frontier model development.
- Bridgewater investor Greg Jensen estimates a 30% to 60% chance of a catastrophic AI disaster in coming years.
- President Trump plans to meet with top AI executives, the first such summit called by the president.
- Over 200,000 creative industry jobs have been lost in the U.S. over four years, coinciding with the rise of generative AI.
- Eos Energy tightened full-year revenue guidance to $300 million–$350 million due to production line consolidation timing.
- Shelly Palmer argues that the AI slowdown narrative is partly a sales pitch for more government funding and regulation.
Eos Energy Enterprises scales zinc batteries for AI data centers
Eos Energy Enterprises is a $1 billion company building zinc-powered batteries as an alternative to lithium-ion batteries for AI data centers. Revenue jumped 351% year over year to $68.8 million in Q2, and the company has an $807 million backlog from customers including the U.S. Department of Defense and Alphabet. The Trump Administration rebranded the Department of Defense as the Department of War. The company is expanding manufacturing at its Thorn Hill site, expected to finish in Q1 2027, while facing risks from cash losses and share dilution.
Eos Energy Enterprises zinc battery stock analysis
Eos Energy Enterprises (NASDAQ: EOSE) saw its stock rise from $4 to nearly $20 before crashing, but its zinc battery technology remains important for AI infrastructure. The company's batteries are more effective than lithium-ion batteries, though zinc technology is newer and less proven at scale. Customers include the U.S. government and Alphabet, and revenue grew 351% to $68.8 million in Q2. The company holds $364.1 million in cash from government loans but faces dilution risk from up to 56.5 million shares tied to warrants.
Eos Energy Enterprises targets large-cap growth with zinc batteries
Eos Energy Enterprises (NASDAQ: EOSE) is scaling zinc-powered batteries that could compete with lithium-ion batteries as they become more established. The U.S. government and Alphabet are two of its largest customers, with new customers joining. Revenue surged 351% year over year to $68.8 million in Q2, and the company has an $807 million backlog. Full-year revenue guidance was tightened to $300 million to $350 million due to production line consolidation timing. Dilution from upcoming warrants remains a key risk.
Meta's Muse AI agent battles for control of digital shopping
Meta's Muse AI agent is testing who controls digital distribution by acting on behalf of consumers during shopping. Shopify opened its stores and checkout to Muse, allowing agentic purchases through Shop Pay, while Amazon blocked Muse and set terms controlling agent access. The conflict highlights how AI agents are becoming intermediaries that affect traffic, advertising, affiliate revenue and subscriptions. Publishers and media companies face similar platform control challenges as AI agents gain the ability to browse and act without routing through traditional websites.
Meta's Muse AI agent partners with Shopify for commerce
Meta Platforms (NASDAQ: META) partnered with Shopify (NASDAQ: SHOP) to bring Shop Pay agentic checkout to its Muse AI assistant, allowing users to shop and complete purchases directly. This gives Meta a potential path to monetize AI beyond digital advertising by connecting product discovery with transactions. Amazon blocked Muse from its platform, arguing AI agents should respect a provider's decision about participation. The financial terms were not disclosed, and it remains unclear whether commerce will generate material revenue for Meta.
Fastly stock may be overvalued after AI security gains
Fastly delivered a 193.6% return over the past year. New AI security products and strong revenue have raised investor expectations. A Fair Ratio model suggests the shares are overvalued at current price levels. Much of the optimism from the AI launches and 2026 revenue print may already be priced in.
Hackers hijack AI accounts in new cyber crime boom
Hackers are stealing access to AI models and computing power. Google Threat Intelligence Group reported a major increase in LLM-jacking this year. Criminals sell stolen login credentials for public AI tools. They also steal computing resources to run models for free. London was the reporting location for this updated September 2026 story.
AI leaders warn about rapid development pace
AI leaders are warning about frontier models getting out of control. This comes as OpenAI and Anthropic approach IPOs. OpenAI projects a $14 billion loss in 2026 and cumulative losses of about $44 billion by 2028. Anthropic has locked in $517 billion in compute commitments. Bridgewater investor Greg Jensen estimates a 30 to 60% chance of a catastrophic AI disaster in coming years.
Trump to meet with AI executives
President Donald Trump plans to meet with top AI executives. The meeting follows dire warnings to slow the technology's advancement. This is the first time the president has called a summit on this issue. Trump has championed the tech despite insider concerns. DC correspondent Trevor Shirley outlined the schedule.
AI and the fall of the creative class
America has lost over 200,000 jobs in creative industries over the last four years. About 50,000 jobs were lost in the last year alone. This period of job loss coincides with the rise of AI systems that can write novels, create photorealistic images, and produce music albums. The AI revolution threatens both jobs and the notion of human creativity.
Shelly Palmer: The AI slowdown is a sales pitch
Shelly Palmer argues that the AI slowdown is not a real problem but a sales pitch. Companies use it to request more money from governments for AI research. The article says governments are also using it as a reason to regulate AI. Palmer supports his points with examples, data, and direct quotes.
AI challenges fuel trading's old guard: Russell
The Iran conflict has highlighted the refined fuel trading market amid supply problems and record prices. AI could bring more transparency to trading diesel, gasoline, and other products. This technology may disrupt the industry but also threatens experienced traders. AI is a tool to assist human judgment rather than replace it completely.
Sources
- This Tiny AI Infrastructure Stock Has Large-Cap Potential
- This Tiny AI Infrastructure Stock Has Large-Cap Potential
- This Tiny AI Infrastructure Stock Has Large-Cap Potential
- Meta’s Muse AI Agent Tests Who Controls Digital Distribution
- Could AI Commerce Reshape Meta (META)’s Business Model?
- Fastly (FSLY) Stock Could Be Fully Priced Following New AI Security News
- Hackers hijack AI accounts and servers to fuel new cyber crime boom
- AI Leaders Want to Slow Down Development
- Trump to meet with AI executives
- AI and the Fall? of the Creative Class
- Shelly Palmer: The AI slowdown is a sales pitch
- AI challenges fuel trading's old guard: Russell
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