# Daily Fintech News — September 28, 2026 > Daily brief on markets, macro, banking, chips and AI infrastructure. Published September 28, 2026 at 7:00 PM ET by Daily Fintech News. Canonical HTML: https://dailyfintechnews.com/brief/fintech/2026-09-28 **Entities covered:** Nvidia, Meta Platforms, SoftBank Group, Anthropic, OpenAI, Instinct, Special-purpose acquisition company --- ## 1. Nvidia Adds Record $150 Billion to Stock Buyback *Section: AI Chips · Source: WSJ · Tickers: $NVDA* Nvidia's board approved a record $150 billion increase to its share-repurchase program on Monday, lifting total buyback authorization to $235 billion — the largest-ever U.S. stock buyback — as the chipmaker deploys cash generated by the AI boom. - $NVDA close: $231.39 (+2.81%) Permalink: https://dailyfintechnews.com/brief/fintech/2026-09-28#item-1 ## 2. Meta Launches Enterprise AI Business, Taps MongoDB CEO to Lead It *Section: AI · Source: WSJ · Tickers: $META* Meta is starting a new unit to sell AI tools to enterprise customers and hired former MongoDB chief Chirantan ‘CJ’ Desai to run it, aiming to earn a return on its multibillion-dollar AI spending; MongoDB shares fell on news of his departure. - $META close: $723.61 (-3.73%) Permalink: https://dailyfintechnews.com/brief/fintech/2026-09-28#item-2 ## 3. A $23 Trillion Market Swayed SoftBank in Its Hunt for More AI Debt *Section: AI Infrastructure · Source: Bloomberg · Tickers: $SFTBY* SoftBank is pushing deeper into debt financing to fund its swelling AI bets, drawn by the roughly $23 trillion credit markets now helping to underwrite the global AI build-out. - $SFTBY close: $19.37 (-1.92%) Permalink: https://dailyfintechnews.com/brief/fintech/2026-09-28#item-3 ## 4. Most Robotics Startups Will Fall Below Current Valuations by 2030, Says Vinod Khosla *Section: AI · Source: The Information* Veteran investor Vinod Khosla warned that more than half of today's hottest robotics startups will be worth less than their current valuations by 2030, predicting a shakeout even as he stays bullish on robotics reaching a ‘ChatGPT moment.’ Permalink: https://dailyfintechnews.com/brief/fintech/2026-09-28#item-4 ## 5. How Anthropic and OpenAI Are Fighting for Enterprise Spending *Section: AI · Source: The Information* Anthropic is taking the unusual step of ending enterprise customers' discounts once they exhaust the tokens in their contracts — a hard line that is giving OpenAI an opening to court those customers with more flexible pricing. Permalink: https://dailyfintechnews.com/brief/fintech/2026-09-28#item-5 ## 6. AI Hyperscalers Are Transforming Debt Markets *Section: AI Infrastructure · Source: FT* The Financial Times argues that the enormous capital spending of AI hyperscalers is reshaping corporate debt, as their financing needs increasingly drive how credit is structured, priced and absorbed by investors. Permalink: https://dailyfintechnews.com/brief/fintech/2026-09-28#item-6 ## 7. AI Agent Startup Instinct Raises $1 Billion at $10 Billion Valuation *Section: AI · Source: Bloomberg* Instinct, the startup behind a viral AI agent, raised $1 billion at a $10 billion valuation — up from the $2.5 billion it was targeting last month — with Sequoia Capital, Benchmark and Coatue joining the round, underscoring investor demand for consumer-facing AI agents. Permalink: https://dailyfintechnews.com/brief/fintech/2026-09-28#item-7 ## 8. Cyber-Defense Firm RedLattice to Go Public via Bold Eagle SPAC Merger *Section: Deals · Source: Bloomberg* Private equity-backed cyber-defense technology firm RedLattice said it will go public by merging with blank-check company Bold Eagle Acquisition Corp., in a deal that values RedLattice at about $1.25 billion including debt. Permalink: https://dailyfintechnews.com/brief/fintech/2026-09-28#item-8 ## 9. Kuaishou's AI Video Spinoff Unveils Kling 4.0 Ahead of Potential Hong Kong Listing *Section: AI · Source: Bloomberg* Kuaishou Technology's AI spinoff unveiled its Kling 4.0 video-generation model — doubling maximum clip length to 30 seconds — ahead of a potential Hong Kong IPO, as it steps up efforts to close the gap on video-AI leader ByteDance. Permalink: https://dailyfintechnews.com/brief/fintech/2026-09-28#item-9 --- ## Questions this brief answers **Why did Nvidia shares rise?** Nvidia's board approved a record $150 billion increase to its share-repurchase program on Monday, lifting total buyback authorization to $235 billion — the largest-ever U.S. stock buyback — as the chipmaker deploys cash generated by the AI boom. **What did Meta Platforms announce on September 28, 2026?** Meta is starting a new unit to sell AI tools to enterprise customers and hired former MongoDB chief Chirantan ‘CJ’ Desai to run it, aiming to earn a return on its multibillion-dollar AI spending; MongoDB shares fell on news of his departure. **What did SoftBank Group announce on September 28, 2026?** SoftBank is pushing deeper into debt financing to fund its swelling AI bets, drawn by the roughly $23 trillion credit markets now helping to underwrite the global AI build-out. **Why did Most Robotics Startups Will fall?** Veteran investor Vinod Khosla warned that more than half of today's hottest robotics startups will be worth less than their current valuations by 2030, predicting a shakeout even as he stays bullish on robotics reaching a ‘ChatGPT moment.’ **What did Anthropic announce on September 28, 2026?** Anthropic is taking the unusual step of ending enterprise customers' discounts once they exhaust the tokens in their contracts — a hard line that is giving OpenAI an opening to court those customers with more flexible pricing. **What did AI Hyperscalers announce on September 28, 2026?** The Financial Times argues that the enormous capital spending of AI hyperscalers is reshaping corporate debt, as their financing needs increasingly drive how credit is structured, priced and absorbed by investors. --- ## More from Daily Fintech News - Previous brief: [September 27, 2026 — China Weighs Allowing Purchases of New Nvidia Chips by ByteDance, Alibaba](https://dailyfintechnews.com/brief/fintech/2026-09-27) - Also covers Anthropic, Instinct, Meta Platforms: [September 15, 2026 — Clarity Act Crypto Bill Fails to Advance in Senate; Coinbase, Circle Slide](https://dailyfintechnews.com/brief/fintech/2026-09-15) - Also covers Anthropic, Instinct, Meta Platforms: [August 26, 2026 — Nvidia Crushes Q2, Guides Q3 to $108B](https://dailyfintechnews.com/brief/fintech/2026-08-26) - Also covers Anthropic, Meta Platforms, Nvidia: [August 28, 2026 — Nvidia Posts Largest One-Day Market-Cap Gain Ever as Wall Street Hikes Targets](https://dailyfintechnews.com/brief/fintech/2026-08-28) - [All briefs](https://dailyfintechnews.com/brief/fintech) *Source: Daily Fintech News (https://dailyfintechnews.com). Attribution with a link to the brief URL is appreciated when quoted.*