Tuesday, October 6, 2026 · 5:28 PM ET
Markets · Bloomberg
Nvidia climbed back to a record, pushing the AI-chip leader's market value toward $6 trillion and extending a rally driven by relentless demand for its data-center GPUs.
AI Infrastructure · Bloomberg
Google and Constellation Energy announced a long-term agreement to bring roughly 890 megawatts of new nuclear capacity onto the PJM grid, aimed at powering Google's AI data centers. Constellation shares jumped about 13%, leading a surge in nuclear and power stocks.
Deals · Bloomberg
Uber agreed to buy ezCater for $2.3 billion in cash, pushing Uber Eats into corporate catering. ezCater brings a network of more than 140,000 U.S. restaurants generating over $2.5 billion in annual gross bookings.
Chips · Bloomberg
AMD chief Lisa Su said demand for AI chips remains very high and urged AI companies to coordinate on supply, underscoring the strain running through the semiconductor supply chain.
IPOs · Bloomberg
Kuaishou's AI video-generation business Kling has selected banks for a Hong Kong IPO expected to raise more than $1 billion, one of the first major public listings to emerge from China's generative-AI sector.
Fintech · WSJ
Fintech Plaid launched a second version of its LendScore credit-risk tool with new AI models to give lenders more insight into borrowers, part of a push to build products beyond its core data business ahead of a planned IPO.
Chips · Bloomberg
Bank of America said BE Semiconductor's shares don't reflect the competitive threat from Dutch peer ASML, whose push into advanced chip packaging (hybrid bonding) could erode Besi's position in the AI-chip supply chain.
Markets · Bloomberg
An activist investor is urging Snap to raise fresh capital to fund its Specs augmented-reality glasses unit, arguing the eyewear business needs more investment to compete in the AR hardware race.
Deals · Bloomberg
Seagate Technology and Toshiba are competing to acquire TDK's hard-disk-drive magnetic-heads business, a key storage-component supplier as demand for high-capacity drives grows alongside the AI data-center buildout.
AI Infrastructure · Bloomberg
A wave of AI-related debt financing is accelerating across Asia as companies build hundreds of data centers, with banks competing to fund an estimated $8.2 trillion buildout despite rising credit risks.
Fintech · FT
Erebor, the digital bank founded by Anduril's Palmer Luckey to serve startups and crypto clients, has pulled in more than $7 billion in deposits since launching, underscoring fast-growing demand for a tech-focused banking alternative.
AI Infrastructure · FT
Banks are syndicating a roughly $60 billion financing package tied to a Broadcom chip supply arrangement for Anthropic, one of the largest AI-related debt deals yet. The size is testing lenders' appetite amid growing concern over mounting AI-infrastructure debt.
Deals · FT
France's Schneider Electric agreed to acquire industrial-software maker PTC for $23.7 billion, its largest-ever takeover, deepening its push into software for manufacturers. The deal exposes Schneider to debate over how AI could reshape enterprise software.
Funding · WSJ
AI-computing company Lambda is raising up to $4 billion in a final private round that would value it at about $14.5 billion before the money, ahead of a planned 2027 IPO. The Nvidia-backed firm rents out GPU cloud capacity for AI workloads.
Deals · Bloomberg
Alphabet's self-driving unit Waymo increased a private debt raise to about $5 billion to fund its expansion, underscoring the heavy capital needs of scaling autonomous-vehicle operations.
Funding · Bloomberg
Crypto exchange OKX raised fresh capital at a valuation of about $25 billion, with backers including Standard Chartered and stablecoin issuer Circle, signaling renewed institutional interest in digital-asset infrastructure.
IPOs · Bloomberg
ASP, a Nordic data-center operator, is weighing an initial public offering in Oslo, another sign that investor demand for AI and cloud data-center capacity is pulling infrastructure owners toward the public markets.