# Daily Fintech News — September 8, 2026 > Daily brief on markets, macro, banking, chips and AI infrastructure. Published September 8, 2026 at 7:00 PM ET by Daily Fintech News. Canonical HTML: https://dailyfintechnews.com/brief/fintech/2026-09-08 **Entities covered:** Palantir, Nebius Group, Canada, Bitcoin, OpenAI, Alphabet Inc., Intel, Microsoft, Micron Technology, Nvidia, Meta Platforms, IREN, Tesla, Inc., Apple Inc., Amazon, CoreWeave, Quantum computing, Data center, Anthropic, Initial public offering --- ## 1. Palantir names Nebius its preferred sovereign AI infrastructure partner *Section: AI · Source: Partnership · Tickers: $NBIS, $PLTR* Palantir named Nebius its preferred sovereign AI infrastructure partner, a strategic partnership integrating Nebius compute and inference endpoints inside Palantir's enterprise perimeter. Eligible commercial customers can run open AI models on Nebius infrastructure, adapt them with proprietary data, and keep control of their compute, models, and data, with plans for faster modular data-center deployments where power is available. - $PLTR close: $170.30 (-2.31%) Permalink: https://dailyfintechnews.com/brief/fintech/2026-09-08#item-1 ## 2. EU and Canada set to announce sweeping trade and security partnership *Section: Markets · Source: Trade* The EU and Canada are reportedly set to announce a major all-encompassing partnership spanning trade and security after President Trump's latest tariffs, per Bloomberg, aiming to offset US- and China-dominated power politics. Expected September 16, with Canada becoming the first non-EU country to join the bloc's $175B military procurement fund. Permalink: https://dailyfintechnews.com/brief/fintech/2026-09-08#item-2 ## 3. BlackRock's Bitcoin ETF IBIT pulls in $3.7B this quarter *Section: Crypto · Source: ETFs · Tickers: $IBIT* BlackRock's Bitcoin ETF IBIT has attracted $3.7B of inflows so far this quarter, on pace for its largest quarterly intake since Q3 2025. It added $459.8M in September after $3.0B in August, pushing AUM to $62.6B — up $19.6B, or 46%, since the start of July. - $IBIT close: $44.39 (-1.86%) Permalink: https://dailyfintechnews.com/brief/fintech/2026-09-08#item-3 ## 4. OpenAI CFO says consumer and enterprise revenue accelerating *Section: AI · Source: Earnings* OpenAI's CFO said at the Goldman Sachs conference that the consumer business is accelerating, with July revenue up 20% MoM, while enterprise grew even faster at 32% MoM. OpenAI's revenue mix is now roughly 50/50 between enterprise and consumer, showing growth broadening beyond ChatGPT subscriptions. Permalink: https://dailyfintechnews.com/brief/fintech/2026-09-08#item-4 ## 5. Schwab retail investors sell software, buy semiconductors in August *Section: Markets · Source: Retail Flows · Tickers: $ADBE, $GOOGL, $INTC, $MSFT, $MU, $NOW, $NVDA, $ORCL, $PLTR, $SPCX* Schwab retail activity in August showed investors selling the software rip and buying the semiconductor dip. Top retail buys were SPCX, MU, NVDA, INTC, and GOOGL; top sells were NOW, ADBE, MSFT, PLTR, and ORCL — a rotation out of crowded software winners into AI, chips, and compute names after pullbacks. - $SPCX close: $153.47 (+3.73%) Permalink: https://dailyfintechnews.com/brief/fintech/2026-09-08#item-5 ## 6. Copper hits record $14,533/ton, up 47% over 12 months *Section: Markets · Source: Commodities* Copper prices on the LME surged to a record $14,533/ton, up 47% over the last 12 months, driven by tight supply and rising demand from data centers, renewable energy, and power grids. Expectations Trump could expand tariffs to refined copper have pushed US Comex prices above global prices, concentrating global stockpiles in the US and draining LME inventories. Permalink: https://dailyfintechnews.com/brief/fintech/2026-09-08#item-6 ## 7. Meta launches Muse, a personal AI agent that acts across apps and the web *Section: AI · Source: Product · Tickers: $META* Meta launched Muse, a personal AI agent that can send emails, book travel, fill out forms, and make purchases with user approval. It runs on Meta's new Muse Secure VM, giving each user a dedicated cloud environment with a Sentinel agent reviewing actions, and integrates Stripe Link for checkout with Shop Pay and 1Password support coming later. - $META close: $613.48 (-0.53%) Permalink: https://dailyfintechnews.com/brief/fintech/2026-09-08#item-7 ## 8. IREN's 2 GW Sweetwater Hub conditionally added as base load in ERCOT Batch Zero *Section: AI · Source: Infrastructure · Tickers: $IREN* IREN said its 2 GW Sweetwater Hub was conditionally included as base load in ERCOT Batch Zero — Sweetwater 1 at 1.4 GW and Sweetwater 2 at 600 MW, part of IREN's 5 GW+ global data-center pipeline. At Sweetwater 1 the high-voltage substation is energized, with 300 MW of gross capacity under construction targeted for Q4 2027. - $IREN close: $46.93 (+5.04%) Permalink: https://dailyfintechnews.com/brief/fintech/2026-09-08#item-8 ## 9. Most active options today led by Tesla and Nvidia *Section: Markets · Source: Options · Tickers: $AAPL, $AMD, $AMZN, $CRWV, $INTC, $META, $MU, $NVDA, $SPCX, $TSLA* The top 10 most active options by contracts traded were TSLA (2.4M), NVDA (2.2M), INTC (1.3M), SPCX (847K), AAPL (689K), MU (673K), AMD (615K), META (568K), AMZN (524K), and CRWV (477K). - $SPCX close: $153.47 (+3.73%) Permalink: https://dailyfintechnews.com/brief/fintech/2026-09-08#item-9 ## 10. US backs Rigetti and D-Wave with up to $200M for quantum computing R&D *Section: AI · Source: Government · Tickers: $QBTS, $RGTI* The US government is backing Rigetti and D-Wave with up to $200M for quantum computing R&D. Rigetti signed a $100M agreement with the Commerce Department to address scaling bottlenecks in superconducting quantum systems, while D-Wave finalized access to up to $100M for its annealing and gate-model platforms. Commerce will receive minority, non-controlling equity stakes in both. - $RGTI close: $15.81 (+4.01%) Permalink: https://dailyfintechnews.com/brief/fintech/2026-09-08#item-10 ## 11. Uber President and COO buys 70,000 shares for ~$5.3M *Section: Markets · Source: Insider Buys · Tickers: $UBER* Uber President and COO Andrew Macdonald purchased 70,000 shares for roughly $5.3M. Macdonald is one of Uber's longest-tenured executives, making the insider buy notable given his deep knowledge of the business, operations, and long-term strategy. - $UBER close: $73.13 (-3.47%) Permalink: https://dailyfintechnews.com/brief/fintech/2026-09-08#item-11 ## 12. US data center construction spending surges 57% YoY to record $75B rate *Section: AI · Source: Infrastructure* US data center construction spending surged 57% YoY in July to a record annualized rate of $75B, following a 46% YoY increase in June — the fastest growth since mid-2025. Since early 2021 it has soared $66B, or 717%, even as all other private construction spending has declined by $120B over a similar period. Permalink: https://dailyfintechnews.com/brief/fintech/2026-09-08#item-12 ## 13. Mistral raises record €3bn as Europe strains to keep pace in AI race *Section: AI · Source: FT* French AI model maker Mistral raised a record €3bn in a new funding round led by Samsung, as Europe pushes to keep pace with US and Chinese rivals in the AI race. Permalink: https://dailyfintechnews.com/brief/fintech/2026-09-08#item-13 ## 14. Anthropic and OpenAI bankers push for top-tier credit ratings post-IPO *Section: IPOs · Source: FT* Bankers for Anthropic and OpenAI are pressing for investment-grade credit ratings ahead of their planned IPOs, a designation that would unlock cheaper financing for the AI labs and their infrastructure partners. Permalink: https://dailyfintechnews.com/brief/fintech/2026-09-08#item-14 ## 15. Qualcomm Signs Deal to Provide Amazon With Custom AI Chips *Section: AI · Source: Bloomberg · Tickers: $AMZN, $QCOM* Qualcomm struck a deal to supply Amazon with custom AI chips, expanding the chipmaker's push into data-center silicon and giving Amazon another source of custom accelerators for its AI infrastructure. - $QCOM close: $174.09 (+3.17%) Permalink: https://dailyfintechnews.com/brief/fintech/2026-09-08#item-15 ## 16. ElevenLabs Hires CFO, Eyes 2028 IPO *Section: IPOs · Source: The Information* AI voice startup ElevenLabs has hired a chief financial officer and is targeting a 2028 public listing, signaling the fast-growing audio-AI company is building out the finance leadership needed to go public. Permalink: https://dailyfintechnews.com/brief/fintech/2026-09-08#item-16 ## 17. Robinhood Strikes Deal With Crypto.com in Latest Prediction-Markets Push *Section: Deals · Source: WSJ · Tickers: $HOOD* Robinhood will add yes-or-no prediction-market contracts from Crypto.com's prediction business and take a stake in the digital-currency exchange, deepening the brokerage's push into event contracts. - $HOOD close: $117.34 (-3.91%) Permalink: https://dailyfintechnews.com/brief/fintech/2026-09-08#item-17 ## 18. Alphabet's CapitalG Backs AI Chip Startup Celero at $3 Billion Value *Section: AI · Source: Bloomberg* Alphabet's growth fund CapitalG led a funding round for AI chip startup Celero, valuing the company at about $3 billion as investors keep pouring money into challengers to Nvidia in AI silicon. Permalink: https://dailyfintechnews.com/brief/fintech/2026-09-08#item-18 ## 19. AI Startup Runway Hits $200 Million in Annual Recurring Revenue *Section: AI · Source: Bloomberg* Video-generation AI startup Runway has reached $200 million in annual recurring revenue, a milestone underscoring surging commercial demand for generative-video tools. Permalink: https://dailyfintechnews.com/brief/fintech/2026-09-08#item-19 ## 20. Google Cloud and Accenture Launch Unit to Put AI Engineers On-Site With Customers *Section: AI · Source: WSJ · Tickers: $ACN, $GOOGL* Google Cloud and Accenture are forming a joint group of 1,000 forward-deployed AI engineers who will embed on-site with corporate customers to build and deploy AI systems, deepening the two firms' enterprise-AI partnership. - $GOOGL close: $338.36 (-0.03%) Permalink: https://dailyfintechnews.com/brief/fintech/2026-09-08#item-20 ## 21. ASML Wins Over Top Chipmakers for New EUV Machines *Section: Chips · Source: Bloomberg · Tickers: $ASML, $INTC, $TSM* ASML secured backing from leading chipmakers including TSMC, Samsung and Intel for a move to larger 12-inch photomasks in its next-generation EUV lithography machines, a shift aimed at boosting production of advanced AI chips. - $ASML close: $1764.85 (+2.91%) Permalink: https://dailyfintechnews.com/brief/fintech/2026-09-08#item-21 ## 22. Amazon Hires Banks for Debut Sterling Bond Offering *Section: Markets · Source: Bloomberg · Tickers: $AMZN* Amazon has hired banks for its first-ever bond sale denominated in British pounds, tapping the sterling debt market as the tech giant funds a massive buildout of AI data-center infrastructure. - $AMZN close: $256.97 (-0.60%) Permalink: https://dailyfintechnews.com/brief/fintech/2026-09-08#item-22 ## 23. Anthropic to Halt $6 Billion Decart AI Deal as It Prioritizes Compute Ahead of IPO *Section: Deals · Source: Bloomberg* Anthropic is backing away from a roughly $6 billion deal to acquire AI startup Decart, choosing instead to prioritize spending on computing capacity as it prepares for its anticipated public offering. Permalink: https://dailyfintechnews.com/brief/fintech/2026-09-08#item-23 ## 24. AI Health Company Forus Raises $150 Million at a $3 Billion Value *Section: AI · Source: Bloomberg* AI-driven healthcare startup Forus raised $150 million in a funding round valuing the company at about $3 billion, underscoring continued investor appetite for applied-AI businesses in medicine. Permalink: https://dailyfintechnews.com/brief/fintech/2026-09-08#item-24 ## 25. Ramp in Talks for New Funding at $60 Billion Valuation *Section: Funding · Source: Bloomberg* Finance-automation and AI-driven spend-management startup Ramp is in talks to raise a new funding round valuing the company at about $60 billion, a sharp step up that underscores investor demand for AI-powered fintech. Permalink: https://dailyfintechnews.com/brief/fintech/2026-09-08#item-25 ## 26. AI Startup Cognition Raises $2 Billion at a $48 Billion Value *Section: Funding · Source: Bloomberg* Cognition, the AI coding-agent startup behind Devin, raised $2 billion in a new round valuing it at roughly $48 billion, extending the surge of megarounds flowing to AI software developers. Permalink: https://dailyfintechnews.com/brief/fintech/2026-09-08#item-26 ## 27. Kioxia Dismisses SK Hynix Tie-Up, Vows to Ease Chip Price Rises *Section: Chips · Source: Bloomberg* Kioxia dismissed speculation of a tie-up with SK Hynix and pledged to help ease surging memory-chip prices, as the AI-driven boom continues to strain global supplies of NAND and DRAM. Permalink: https://dailyfintechnews.com/brief/fintech/2026-09-08#item-27 ## 28. Google, Blackstone Venture Faces Delays at Data-Center Sites *Section: AI · Source: Bloomberg · Tickers: $GOOGL* A data-center joint venture between Google and Blackstone is hitting delays at several sites, underscoring the power, permitting and construction bottlenecks slowing the AI infrastructure buildout. - $GOOGL close: $338.36 (-0.03%) Permalink: https://dailyfintechnews.com/brief/fintech/2026-09-08#item-28 ## 29. SoftBank to Meet Investors as Potential Jumbo Bond Sale Eyed *Section: Markets · Source: Bloomberg · Tickers: $SFTBY* SoftBank is set to meet investors ahead of a potential jumbo bond offering, as the Japanese tech investor seeks financing to fund its escalating bets on AI infrastructure and chips. - $SFTBY close: $20.85 (+17.66%) Permalink: https://dailyfintechnews.com/brief/fintech/2026-09-08#item-29 --- ## Questions this brief answers **What did Palantir announce on September 8, 2026?** Palantir named Nebius its preferred sovereign AI infrastructure partner, a strategic partnership integrating Nebius compute and inference endpoints inside Palantir's enterprise perimeter. **What did EU and Canada set announce on September 8, 2026?** The EU and Canada are reportedly set to announce a major all-encompassing partnership spanning trade and security after President Trump's latest tariffs, per Bloomberg, aiming to offset US- and China-dominated power politics. **What did BlackRock's Bitcoin ETF IBIT announce on September 8, 2026?** BlackRock's Bitcoin ETF IBIT has attracted $3.7B of inflows so far this quarter, on pace for its largest quarterly intake since Q3 2025. It added $459.8M in September after $3.0B in August, pushing AUM to $62.6B — up $19.6B, or 46%, since the start of July. **What did OpenAI announce on September 8, 2026?** OpenAI's CFO said at the Goldman Sachs conference that the consumer business is accelerating, with July revenue up 20% MoM, while enterprise grew even faster at 32% MoM. OpenAI's revenue mix is now roughly 50/50 between enterprise and consumer, showing growth broadening beyond ChatGPT subscriptions. **What did Alphabet Inc. announce on September 8, 2026?** Schwab retail activity in August showed investors selling the software rip and buying the semiconductor dip. Top retail buys were SPCX, MU, NVDA, INTC, and GOOGL; top sells were NOW, ADBE, MSFT, PLTR, and ORCL — a rotation out of crowded software winners into AI, chips, and compute names after pullbacks. **What did Copper hits record $14 announce on September 8, 2026?** Copper prices on the LME surged to a record $14,533/ton, up 47% over the last 12 months, driven by tight supply and rising demand from data centers, renewable energy, and power grids. --- ## More from Daily Fintech News - Previous brief: [September 7, 2026 — CXMT Highlights Smartphone, AI Advances as Market Share Climbs](https://dailyfintechnews.com/brief/fintech/2026-09-07) - Next brief: [September 9, 2026 — Apple unveils iPhone Duo, its first foldable iPhone, starting at $2,000](https://dailyfintechnews.com/brief/fintech/2026-09-09) - Also covers Anthropic, Apple Inc., Bitcoin: [September 22, 2026 — Trump Says Iran "Will Never Have a Nuclear Weapon" as He Weighs a "Big Decision"](https://dailyfintechnews.com/brief/fintech/2026-09-22) - Also covers Alphabet Inc., Amazon, Anthropic: [September 23, 2026 — 10-Year Treasury Yield Tops 5.1% as Hot PMI Data Fuels Inflation Fears](https://dailyfintechnews.com/brief/fintech/2026-09-23) - Also covers Alphabet Inc., Amazon, Anthropic: [September 15, 2026 — Clarity Act Crypto Bill Fails to Advance in Senate; Coinbase, Circle Slide](https://dailyfintechnews.com/brief/fintech/2026-09-15) - [All briefs](https://dailyfintechnews.com/brief/fintech) *Source: Daily Fintech News (https://dailyfintechnews.com). 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