Monday, November 9, 2026 · 5:13 PM ET
Deals · Bloomberg
Japan's Mitsui Chemicals, with support from the state-backed Development Bank of Japan, agreed to buy semiconductor-materials maker JSR Corp. for ¥1.84 trillion (about $12 billion) from government-backed Japan Investment Corp., tightening its control over a critical chip supply-chain linchpin. DBJ will pay ¥200 billion in cash for a non-voting preferred stake.
Markets · The Information
Nvidia shares closed down about 4.3% Monday after its board opened an independent investigation into reports that CEO Jensen Huang had been the target of a suspected foreign-intelligence effort. Rivals rallied as investors rotated within the AI-chip trade, with Broadcom up roughly 8.8% and AMD up about 13%; Nvidia's slide diverged sharply from a broader market that rose.
AI · The Information
Google unveiled new versions of its Tensor Processing Units designed to handle sensitive and agentic AI workloads, escalating its rivalry with Nvidia as hyperscalers push custom silicon to capture a larger share of AI-infrastructure spending.
AI · The Information
Meta is building a dedicated sales organization to sell its AI products to small and midsize businesses and is forging partnerships with consulting firms and systems integrators including Accenture, Deloitte and IBM to help deploy them, marking its next push into enterprise AI.
AI · Bloomberg
Anthropic's planned IPO is approaching a critical test as its waiting period expires, with some major investors expressing skepticism that the AI startup can reach a $1.5 trillion valuation. Supporters argue strong October financial results could soften the blow of the broader tech-stock rout.
Financing · Bloomberg
Akamai is tapping the convertible bond market to raise roughly $2.2 billion.
Funding · Bloomberg
Nominal, which makes hardware-testing software, reached a $3 billion valuation in a new funding round.
Data Centers · WSJ
Mavria, founded by three veterans of Trump's Energy Department, raised capital at a $1 billion valuation to build modular data centers that can be shipped by truck.
AI · The Information
Anthropic released Claude Fable 5.2 and Claude Mythos 5.2, the latest updates to its most advanced model lines, as the company prepares to launch the institutional roadshow for its historic IPO. The two models share the same underlying technology, with Fable carrying stronger cybersecurity and biosecurity safeguards.