Monday 9 November 2026
Top stories today:
NVIDIA board launches probe into spy plot targeting Jensen Huang
OpenAI closed ~$11B at $1.25T valuation
Binance CFO Kaiser Ng to exit days after $6.3B hack
Apple pushes Siri toward autonomous AI agent under Ternus
DeepSeekās Harness hits 1.54M daily active users, 92T tokens/day
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 todayās newsletter (beware of hallucinations):
1. NVIDIA board launches spy plot probe as Jensen Huang discloses romantic relationship
NVIDIA stock -5% in Mon. premarket trading:
ā[T]he board has no reason to believe that either national security or NVIDIA secrets were compromised,ā the company said.
Huang took āfull responsibilityā in a memo on Sun., acknowledging that he fell short of his duties.
Trump defended Huang, calling him a āfine personā and saying he should remain CEO.
Rubio reportedly oversaw a classified memo this spring warning of Huangās ties to an alleged Chinese spy.
The case marks a rare U.S. corporate crisis with significant national security implications.
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3. OpenAI said to have closed ~$11B at $1.25T valuation, round could reach $20B
Coatue and T. Rowe Price reportedly contributed to the first close.
SoftBank, Sequoia, Founders Fund, and a16z are among the other investors in the round.
High-net-worth individuals and retail investors may also be able to participate as OpenAI works with investment banks.
Coming weeks: the remaining funding is expected to close.
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5. Binance CFO Kaiser Ng to exit days after $6.3B hack, Justin Yek named successor
Ng is leaving Binance after more than 5 years to āpursue a new venture,ā with a six-month transition planned.
Last week, hackers stole $6.3B from Binance in what was reportedly the largest heist in crypto history.
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7. Apple said to push Siri toward autonomous AI agent under Ternus
CEO John Ternus reportedly held a closed-door meeting with Craig Federighi to accelerate Appleās AI roadmap.
Federighiās short-term planning reportedly clashes with Appleās hardware road maps, causing delays and limiting ambition.
Siri AI chief Mike Rockwell is said to be considering stepping down or leaving Apple in 2027.
2027: Siri could become an autonomous AI agent, pursuing goals without step-by-step prompts.
Separately, Apple saved $2.7B in taxes this year by routing up to $50B in profits through Singapore, filings show.
