Tuesday 10 November 2026
Top stories today:
NVIDIA -4% as Trump says FBI probing CEO Jensen Huangโs affair
Claude Mythos 5.2, Fable 5.2 debut as Anthropicโs newest AI models
Muse Ember debuts as Metaโs smallest, most cost-efficient AI model
Anthropic IPO next week targets up to $64.4B raise
Adobe, Disney strike deal to build โartist-ledโ generative models
0. Data & Calendar
All values as of 6 AM ET / 3 AM PT, other than S&P500 and NASDAQ close (4 PM ET / 1 PM PT).
All times are ET.
Listen to our AI-generated podcast summarizing todayโs newsletter (beware of hallucinations):
1. NVIDIA -4% as Trump says FBI probing CEO Jensen Huangโs affair with alleged Chinese spy
Huang told Trump he โhad absolutely no idea that the person in question was a spy,โ the president said.
NVIDIA and Huang also face a proposed shareholder class action alleging they concealed his ties to a suspected Chinese spy.
NVIDIA reportedly intervened before a probe into Megaspeedโs alleged chip smuggling was referred to the DOJ.
Huang is said to have hired crisis PR firm Heller as early as Oct. 2025, amid tensions over an NYT report on his Megaspeed ties.
A May report by short seller Culper Research has resurfaced after describing Huangโs ties to Alice Huang as โuncomfortably close.โ
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3. Claude Mythos 5.2, Fable 5.2 debut as Anthropicโs newest AI models
Claude Fable 5.2 has topped the Artificial Analysis Intelligence Index, ahead of Gemini 4 Carbon and GPT-6 Astra:
Fable 5.2 costs $8/$40 per 1M input/output tokens, down 20% from Fable 5.1, vs. Gemini 4 Carbonโs $4/$20, GPT-6 Astraโs $10/$50, and Kimi K3.1 Proโs $2/$10.
Optional fast mode costs $16/$80 per 1M input/output tokens.
The new models formalized Fermatโs Last Theorem proof and solved 2 open black hole physics problems, Anthropic said.
Mythos 5.2 access is restricted to approved cybersecurity and life sciences applicants, with Enterprise access via Claude Security.
Separately, Anthropicโs IPO filing reportedly cited plans to raise up to $69B, but the company later said the pricing details were inaccurate.
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5. Muse Ember debuts as Metaโs smallest, most cost-efficient AI model
Muse Ember scored 36 on the Artificial Analysis Intelligence Index, matching Claude Haiku 5.5 and beating Grok 4.7:
Costs $0.10/$0.50 per 1M input/output tokens, matching Claude Haiku 5.5โs $0.10/$0.50 (up to 100K tokens), vs. $2/$6 for both Grok 4.7 and Qwen3.8 Max.
Available via Metaโs first-party API and Muse Code.
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7. Anthropic IPO next week said to target up to $64.4B raise, plus $26B from cornerstone investors
The Claude makerโs valuation expectations have fallen from as high as $2T to $1.5T at the upper end:
Alphabetโs Google, NVIDIA, and AMD will reportedly be among the cornerstone investors.
$70-$78 per share is Anthropicโs reported IPO price range.
Next Thu. or Fri.: Anthropic is reportedly targeting a trading debut.
