News

Meta is going back to the bond market for as much as $25 billion. The Meta $25 billion bond sale, reported Tuesday by CNBC and first flagged by Bloomberg, would help pay for the data centers, chips, and AI models behind chief executive Mark Zuckerberg’s push toward personal superintelligence. About two-thirds of the debt is expected to be denominated in U.S. dollars and the rest in euros, according to people familiar with the plans who spoke to both outlets on condition of anonymity because the details are private. Final pricing was expected Tuesday afternoon. Meta declined to comment. ...

Goldman Sachs has taken advanced AI coding tools away from most of its bankers and traders. Under internal guidance updated in October and reported by Bloomberg on November 2, Anthropic’s Claude Code and Microsoft’s GitHub Copilot are now limited to the bank’s roughly 12,000 engineers, out of a workforce of about 47,000. Don’t mistake this for a firm turning its back on AI. Goldman still runs its own AI assistant for every employee, and it still uses Claude heavily behind the scenes. What changed is who gets to hand a coding agent a task and let it run. ...

Google told schools on November 3, 2026, that a full ban on its AI tools comes with a price: students lose Google Search, too. Gemini, Gemini Notebook, Gemini in Classroom and Google Search will be entirely off for K-12 student accounts until administrators explicitly turn them on. Google announced the change Tuesday alongside Guided Learning, now available worldwide in Classroom, with a Search pilot later this month. The catch, reported by The New York Times, is what happens when a district says no altogether. Chris Phillips, Google’s vice president and general manager for education, told the Times that “Search and AI are deeply integrated,” and that students at those schools “will not have access to search, and they’ll see a message from their school that indicates it’s not available.” ...

The New York Times sued Brave on Monday, November 2, 2026, and the target wasn’t a chatbot maker. It was the browser company whose search index quietly feeds them. Filed in federal court in Manhattan, the suit accuses Brave Software of scraping the Times’s copyrighted journalism, building it into a web index of more than 30 billion pages, and selling AI companies paid access to that content. Hours later, the publishers of the Daily News, the Chicago Tribune, and the Orlando Sentinel filed a second, similar suit. Together, the cases open a new front in the publishing industry’s fight with AI: not the models that answer questions, but the middlemen that supply the raw material. ...

Anthropic told investors on November 2, 2026, that AI may soon start improving itself faster than the company’s own safety work can keep up. The warning sits in the Risk Factors section of its amended S-1/A filing with the Securities and Exchange Commission, the document the Claude maker filed as it moves toward a public listing. TechCrunch first flagged the new language on Monday, and WCCFTech confirmed the same filing language in its own report. ...

OpenAI and Anthropic have each set up a dedicated election war room ahead of Tuesday’s midterm elections, putting staff on watch for misuse of their AI platforms in the final hours before Americans vote on November 3, 2026. Semafor reported on Monday that this is the first time either company has deployed such a unit, and Nextgov/FCW confirmed the moves the same day, citing exclusive reporting from Politico and Semafor. ...

Oracle filed on Monday, November 2, 2026, to raise $20 billion from investors to fund its AI data center buildout, splitting the raise evenly between a $10 billion sale of new stock and a $10 billion sale of bonds. Shares fell nearly 6% in Monday trading, Reuters reported, extending a slide of roughly 33% for the year through Friday, October 30. It’s a lot of money to ask for at once, and the market’s answer was blunt. Investors have spent months questioning whether Oracle’s AI spending can pay off fast enough to justify the borrowing behind it, and a $20 billion raise does not settle that question. It sharpens it. ...

Marvell Technology signed the Marvell Lumentum deal on Monday, November 2, 2026, agreeing to buy optical components maker Lumentum in an all-stock transaction with an implied enterprise value of $115 billion. It’s one of the biggest deals of 2026, Reuters reported, and it turns last week’s takeover talks into a signed agreement with a price, a share ratio, and a closing target. Under the terms announced by both companies, Lumentum stockholders will receive a fixed 4.500 Marvell shares for each Lumentum share they own. That works out to about $1,132 per Lumentum share, a 23.9% premium to both companies’ unaffected closing prices on October 28, the last trading day before reports of the talks surfaced. Reuters put the equity value at $102.54 billion; the higher $115 billion enterprise figure includes debt, which is why the two numbers differ. ...

Anthropic has drawn a line through one of the most popular uses of its coding tool. Claude Code will no longer help users rebuild a specific existing video game, even if they rename it or describe it as an original project. Anthropic confirmed the change on October 30, 2026, and it is the company’s first direct answer to Claude Code game clones, which spread across the web in the weeks after the Opus 5.5 model’s release. ...

DeepSeek published the code for a coding agent that doesn’t wait to be asked. On October 31, 2026, the Chinese AI lab’s Harness team posted dsh-superagent-prototype on GitHub under the MIT license, alongside a design article titled “Exploring Super-agent Design: Towards a More Autonomous Agent System.” Within a day, the repository had passed 4,000 stars, a sign of how hungry developers are for open coding-agent infrastructure they can run themselves. ...

Chainalysis, the blockchain analytics firm that police departments, banks and crypto exchanges use to trace stolen digital money, disclosed on October 30, 2026 that its own systems had been breached. An outside attacker, the company said, used “offensive agentic techniques” to get into its systems and internal tools earlier in October and pull out customer identity data. The Chainalysis breach exposed four fields: user IDs, full names, email addresses and organization role labels. Chainalysis called that data non-sensitive, a label that will do little to calm the people on the list. A name, a work email and a job title tell an attacker exactly who handles investigations or compliance at a given company, and where to aim a phishing email. ...

Polymarket’s international exchange lost about $2.7 million on Thursday, October 29, 2026, after a hijacked page-speed script turned logged-in traders’ own browser sessions against them. That’s the short version of the Polymarket DebugBear hack, and it’s worth reading slowly, because no smart contract broke and no password was cracked. Reports published November 1 put the affected count at 726 wallets and total refunds at about $3.9 million, a figure that includes $2.7 million returned to drained wallets plus about $1.19 million for roughly 5,500 wallets hurt by the trading pause. Polymarket halted trading for about an hour on October 29, then brought the international platform back online the same afternoon. ...

Nvidia is in talks to guarantee billions of dollars in debt financing for Nscale’s planned data center campus in West Virginia, a site built for Anthropic, The Information reported Thursday, with Bloomberg later corroborating the report. If it goes ahead, the deal would put the world’s most valuable chipmaker in the unusual position of cosigning a customer’s construction loans. Anthropic has already signed a $44.6 billion contract for the campus’s first building alone, according to Nscale’s IPO filing. That building is planned at 460 megawatts and is expected to run on Nvidia’s next-generation Vera Rubin chips, while the companies are also discussing a second deal worth roughly $45 billion for another building. ...

A federal judge denied Elon Musk’s xAI bid to throw out the NAACP lawsuit over gas turbines powering its Memphis-area AI data centers, ruling on October 30 that the case can proceed. TechCrunch reported the decision on October 31, and it is the second time in October that a court has refused to end the case early. Judge Debra M. Brown of the U.S. District Court for the Northern District of Mississippi rejected each of xAI’s arguments for dismissal. In her order, she wrote: “Because the plaintiffs have statutory standing under the Clean Air Act, because the combustion turbines are not ‘mobile sources’ under Mississippi’s [State Implementation Plan], and because the citizen suit provision does not violate Article II of the Constitution or the private nondelegation doctrine, the plaintiffs’ claims will proceed.” ...

Apple Intelligence China is finally real, more than two years after Apple first showed off its AI suite. Apple said Saturday that its AI features will reach iPhones in mainland China in December with iOS 27.3, powered by Alibaba’s Qwen models instead of ChatGPT. Testing starts November 4 in the next iOS developer beta, according to Apple’s China newsroom announcement. That’s a long wait for the world’s largest smartphone market. Apple unveiled Apple Intelligence in June 2024, and it has been rolling out in the US and other countries ever since. China stayed on the sidelines while Apple worked through regulatory approvals and lined up a local AI partner, a requirement for any company selling generative AI services in the country. ...

OpenAI has cut the target for its latest funding round by $10 billion, to about $20 billion, after investors balked at the price and a brutal week for AI stocks. The Financial Times reported the cut on Friday, October 30, citing people familiar with the matter, and Reuters carried the report the same day. The OpenAI funding round cut also comes with a lower valuation: $1.25 trillion, down from the $1.4 trillion the company was pitching last month. Commitments were due Friday, but the first close is expected to land below $20 billion because some investors trimmed their allocations, the FT said. ...

For about 11 hours on Thursday, October 29, Cursor’s extension marketplace served its users an update to Anthropic’s Claude Code extension that Anthropic didn’t write. Version 2.1.313 arrived under the extension’s real publisher ID, anthropic.claude-code, so anyone with auto-updates on could pick it up without clicking anything suspicious. Cursor says at most 5,000 users received the tampered build. That’s a small number next to Cursor’s user base. It’s a big deal anyway, because of where the package came from and what it tried to do. ...

Apple is the world’s most valuable company again, and it got there by falling less than everyone else. At the close on Friday, October 30, Apple’s market value stood at about $5.03 trillion, edging past Nvidia’s $4.93 trillion, Bloomberg reported. Apple shares slipped 1.2% to $344.63 on the day. Nvidia dropped 4.2% to $204.64. That roughly $100 billion gap was enough to hand Apple a title it last held briefly in late July. ...

Google’s AI chips just phoned home from space. And their first message was poetry. On Oct. 30, 2026, Google’s Project Suncatcher prototype answered its first prompt from orbit. Engineers on the ground sent a simple request to an onboard Gemma 4 model running on one of the satellite’s Tensor Processing Units, asking it to write a haiku about being in space. As the spacecraft passed over Svalbard, Norway, the answer came back down: “Blue marble below / Data streams in silent grace / Starlight feeds my core.” ...

Four of the biggest AI companies agreed on Friday to stop making publishers beg each of them separately. OpenAI, Google, Microsoft and Anthropic said on Oct. 30 that they will honor a single robots.txt token that lets any website opt out of AI training with one entry, instead of a separate blocking rule for every company’s crawler. Until now, a publisher that didn’t want its articles feeding AI models had to maintain a small pile of bot-specific rules: GPTBot for OpenAI, ClaudeBot for Anthropic, Google-Extended for Google, and more besides. Miss one, and that company’s crawler kept feeding. The new token collapses all of that into a single line, __usage_ai-training, written where a crawler name normally goes in robots.txt. ...