President Trump signed an executive order on September 29, 2026, directing federal agencies to replace the term artificial intelligence with Super Intelligence (SI) in all official communications, websites, reports, and policy documents. He first floated the idea at the United Nations on September 22, arguing the word artificial made the technology sound fake. U.S. diplomats have also been instructed to adopt the new terminology, and the White House has 60 days to propose a formal definition.
California Governor Gavin Newsom pushed back with a separate executive order requiring state agencies to keep using the term artificial intelligence. The move directly challenges Trump's directive. Democrats and tech leaders have raised concerns about rapid AI development and called for stronger regulation. Senators Bernie Sanders and Greg Casar criticized the lack of action on AI safety, while Trump has maintained a pro-AI stance, saying the U.S. must stay ahead of China.
Trump has warned against heavy federal oversight, arguing that excessive regulation could stifle innovation and put businesses out of operation. During a dinner with Anthropic CEO Dario Amodei, Trump found the executive's views on safety differed from public reports. He compared AI's potential impact to the Industrial Revolution and noted that trillions of dollars are being invested in the U.S. because it is the most advanced market.
In corporate news, Accenture stock rose 18.68 percent on October 1, 2026, after announcing a partnership with Anthropic. Both firms will invest at least $1 billion over five years in an AI safety evaluator team. Accenture also launched a new unit called Accenture Construct targeting a $260 billion capital projects market, and expanded its work with Amazon Web Services.
On the antitrust front, a federal judge dismissed two lawsuits targeting Google's AI search technology, ruling that the consequences do not constitute an antitrust issue. The lawsuits were filed by a group of tech companies and a non-profit organization. The plaintiffs have 14 days to appeal the decision, which marks a significant victory for Google and parent company Alphabet.
Several tech stocks saw movement tied to AI developments. Cisco is rated a buy with AI infrastructure revenue expected to grow from about $4 billion this year to roughly $7.5 billion in fiscal 2027. Credo earned a buy rating despite a 17 percent stock drop, with fiscal 2027 revenue projected to grow more than 85 percent. Mastercard shares fell as AI transaction tools face adoption hurdles while working with Cloudflare and Skyfire on trust standards. Arm shares dropped after its BlueField-4 chip opened a new royalty lane tied to Nvidia's agent-safety platform for autonomous vehicles.
CellCarta and Imagene AI expanded their partnership to help biopharma companies validate AI-powered biomarker programs, currently working with two leading pharmaceutical companies on diagnostics for non-small cell lung cancer. Separately, researchers introduced MoFlow, a method that generates agentic workflows balancing accuracy, cost, latency, robustness, and consistency simultaneously using Convex-Hull Monte Carlo Tree Search, outperforming six baselines across multiple benchmarks.
Key Takeaways
- Trump signed an executive order replacing artificial intelligence with Super Intelligence across all federal agencies, effective September 29, 2026.
- California Governor Newsom issued a counter-order requiring state agencies to keep using the term artificial intelligence.
- Anthropic CEO Dario Amodei met with Trump, who warned against excessive AI regulation and compared the technology's potential to the Industrial Revolution.
- Accenture partnered with Anthropic to invest at least $1 billion over five years in an AI safety evaluator team.
- A federal judge dismissed two antitrust lawsuits against Google's AI search, giving plaintiffs 14 days to appeal.
- Cisco expects AI infrastructure revenue to grow from about $4 billion this year to roughly $7.5 billion in fiscal 2027.
- Credo is projected to see over 85 percent revenue growth in fiscal 2027, including more than $600 million in optical revenue.
- Mastercard is testing AI transaction verification tools with Cloudflare and Skyfire, though adoption remains a challenge.
- Arm shares fell after its BlueField-4 chip opened a new royalty lane tied to Nvidia's agent-safety platform for autonomous vehicles.
- CellCarta and Imagene AI expanded their partnership to validate AI-powered biomarker programs for two pharmaceutical companies targeting non-small cell lung cancer.
Trump orders federal agencies to call AI Super Intelligence
President Donald Trump signed an executive order on September 29, 2026, requiring federal agencies to stop using the terms artificial intelligence and AI. The order directs all official communications, websites, and reports to use Super Intelligence and SI instead. Trump first announced the idea at the United Nations on September 22, saying the word artificial made the technology sound fake. The White House has 60 days to propose a formal definition of Super Intelligence. California Governor Gavin Newsom pushed back with a separate order keeping the original term.
California governor orders state to keep calling it artificial intelligence
Governor Gavin Newsom signed an executive order requiring California state agencies to continue using the term artificial intelligence. This move directly challenges Trump's executive order renaming AI as Super Intelligence. Democrats and tech leaders have raised concerns about rapid AI development and called for more regulation. Senators Bernie Sanders and Greg Casar criticized the lack of action on AI safety. Trump has maintained a pro-AI stance, saying the United States must stay ahead of competitors like China.
Trump signs order replacing Artificial Intelligence with Super Intelligence
President Trump signed an executive order on September 29, 2026, formally replacing the term Artificial Intelligence with Super Intelligence across federal offices. He said the change reflects the promise and rapidly advancing capabilities of the technology. The new term applies to official correspondence, public communications, websites, reports, and policy documents. U.S. diplomats were also instructed to use the new terminology. The Chinese foreign ministry acknowledged the change and signaled respect for the policy update.
Cisco stock seen up 17% as AI infrastructure revenue nearly doubles
Cisco Systems is rated a buy with a price target of $125.42 from 24/7 Wall St. and 90% confidence. The company trades at a discount even though AI infrastructure revenue is expected to grow from about $4 billion this year to roughly $7.5 billion in fiscal 2027. CEO Chuck Robbins reported three new hyperscaler design wins in the quarter. Analysts see about 17% upside from the current price.
Credo stock could rise 26% as AI spending shifts to optical networking
Credo is rated a buy with a price target of $242.79, implying 25.97% upside from its current price of $192.73. Despite beating Q1 fiscal 2027 earnings with 115% revenue growth, the stock fell 17% over the past month. Management expects fiscal 2027 revenue to grow more than 85%, including over $600 million in optical revenue. ZeroFlap optics, silicon photonics chips, and optical DSPs are each projected to exceed $100 million. Analysts are 95% bullish on the stock.
Mastercard stocks drop as AI transaction tools face adoption hurdles
Mastercard shares fell 18.6% below their estimated value as the company tests new services for AI transactions. The firm is working with Cloudflare and Skyfire to create shared trust standards for verifying AI agents. This new service aims to help issuers distinguish between authorized purchases and impersonation attempts. However, the tools face challenges because consumers must adopt shopping agents and pay for verification. Adoption rates and revenue generation will determine if this new service becomes a major success for Mastercard.
Arm shares fall as BlueField-4 chip opens new AI royalty lane
Arm shares dropped 4.15% to $52.45 after its BlueField-4 chip technology opened a new revenue stream for AI. This chip is a key component of Nvidia's agent-safety platform designed for autonomous vehicles. While the technology creates a potential royalty lane, the specific shipment numbers and royalty economics remain undisclosed. Investors are concerned that this lack of transparency might impact Arm's ability to meet its revenue growth targets. Analysts note that understanding these financial details is critical for determining the chip's impact on Arm's bottom line.
CellCarta and Imagene AI expand collaboration for AI biomarker programs
CellCarta and Imagene AI announced an expanded partnership to help biopharma companies validate and scale AI-powered biomarker programs. The collaboration supports the entire process from assay development through regulatory readiness and commercialization. They are currently working with two leading pharmaceutical companies on an AI-powered IHC companion diagnostic and a Lung Prediction Panel for non-small cell lung cancer. Imagene AI uses quantitative AI pathology to assess biomarkers, while CellCarta provides the global infrastructure for clinical trials. This partnership combines AI capabilities with rigorous clinical development standards to advance drug programs.
Trump warns against AI regulation while praising massive industry investment
President Donald Trump praised the rapid growth of artificial intelligence but warned that restrictive federal oversight could harm the industry. He noted that trillions of dollars are being invested in the United States because it is the most advanced market with the smartest people. During a dinner with Anthropic CEO Dario Amodei, Trump found the executive's views on safety differed from public reports. Trump argued that excessive regulation could put businesses out of business and stifle innovation. He compared the potential impact of AI to the Industrial Revolution and emphasized that the technology could be very good for medicine.
Federal judge dismisses antitrust lawsuits against Google AI search
A federal judge dismissed two antitrust lawsuits targeting Google's AI search technology, ruling that the consequences do not constitute an antitrust issue. The lawsuits were filed by a group of tech companies and a non-profit organization alleging that Google's AI search was anticompetitive. The judge found that the current consequences of AI search were not sufficient to prove an antitrust violation. This decision is a significant victory for Google and its parent company, Alphabet, which face increasing scrutiny over their search technology. The plaintiffs have 14 days to appeal the final ruling, which marks a major development in regulating the tech industry.
Accenture stock rallies on AI deals and new business units
Accenture stock rose 18.68 percent on October 1, 2026 due to strong investor optimism around AI growth. The company announced a partnership with Anthropic where both firms will invest at least $1 billion over five years in an AI safety evaluator team. Accenture also launched a new unit called Accenture Construct to target a $260 billion capital projects market that could grow to $348 billion by 2030. Accenture Edge expanded its work with Amazon Web Services and completed an Oracle Fusion Cloud overhaul for Combe. The stock closed around $217.62 after reaching a high near $227.63 during the day.
MoFlow generates workflows optimized across multiple goals
MoFlow is a new method for generating agentic workflows that balance several objectives at once, including accuracy, cost, latency, robustness, and consistency. Previous methods could only optimize one goal or a fixed mix of goals, requiring retraining when preferences changed. MoFlow uses a technique called Convex-Hull Monte Carlo Tree Search to explore many trade-offs at once, covering the Pareto front without retraining. The researchers tested MoFlow against six baselines on six benchmarks in mathematics, code, and question answering. Even under favorable conditions for the baselines, MoFlow achieved the highest average hypervolume.
Sources
- Trump Renames Artificial Intelligence as Super Intelligence: What are the Effects?
- Newsom signs order to keep artificial intelligence terminology
- Trump formally replaces āArtificial Intelligenceā with āSuper Intelligenceā in an executive order
- The Boring Tech Stock With an AI Tailwind Has 17% Upside
- AI Spending Is Entering Its Next Phase. This Stock Could Benefit Most
- Mastercard Stocks Fall as AI Transactions Gain a Probability Score
- Arm Stocks Fall as BlueField-4 Opens Another AI Royalty Lane
- CellCarta and Imagene AI Expand Collaboration to Validate, Deploy and Scale AI-Powered Biomarker and Companion Diagnostic Programs Across Drug Development
- Trump Cautions Against AI Regulation, Points to Surge in Investment
- Antitrust lawsuits targeting Google AI search dismissed by federal judge
- Accenture Stock Extends Rally As AI Deals And New Units Fuel Growth Story
- MoFlow: Multi-Objective Agentic Workflow Generation
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