⛵ Huang Faces Class Action
Plus: Anthropic Ships Fable 5.2, Tesla Adds San Antonio Robotaxi
Good Morning, Early Adopters!
Nvidia just unveiled a robot that can predict future actions. Its shareholders would probably prefer one that could explain past decisions.
Big Tech at the Close | Mon, Nov 9 |
Company | Price | 1 Day | Mkt Cap | |
 | Amazon AMZN | $266.93 | +2.94% | 2.89T |
 | Apple AAPL | $350.69 | +2.43% | 5.10T |
 | Google GOOGL | $288.15 | +1.18% | 3.54T |
 | Meta META | $641.37 | +5.12% | 1.64T |
 | Microsoft MSFT | $545.18 | +2.75% | 4.05T |
 | NVIDIA NVDA | $178.67 | −4.27% | 4.31T |
 | SpaceX SPCX | $142.07 | +5.81% | 1.93T |
 | Tesla TSLA | $378.05 | +5.54% | 1.49T |
Huang Faces Class Action
TL;DR: An Nvidia shareholder filed a proposed securities class action against the company and Jensen Huang, alleging misleading disclosures about his relationship with a Megaspeed executive and related national-security risks. The suit seeks damages for investors who bought shares between October 9, 2025, and November 8, 2026. Nvidia’s board opened an independent investigation on November 8. Read more →
Anthropic Ships Fable 5.2
TL;DR: Anthropic released Claude Fable 5.2 and Mythos 5.2, two versions of the same model with improved coding, reasoning and vision. Fable is broadly available, while Mythos requires approval for cybersecurity or biomedical work. Standard API prices are $8 per million input tokens and $40 per million output tokens. Anthropic reports output up to 30% faster than 5.1. Read more →
Nominal Raises $240M
TL;DR: Nominal raised a $240 million Series C at a $3 billion valuation, led by Lightspeed and co-led by Insight Partners. Its platform connects test data, hardware configurations and engineering history so teams can investigate how machines perform. Its Nominal Analyst agent uses that context to analyze results and assemble evidence for engineers to review. Read more →
Nvidia Unveils GR00T 2
TL;DR: Nvidia unveiled GR00T 2 at CoRL, a robot model that predicts future video and actions together. It learns from human video and robot demonstrations to control grippers, dexterous hands and humanoids. The company also highlighted Isaac Lab 3.0 for robot training. GR00T 2 code is scheduled for release in December. Read more →
Wing Builds Drone Factory
TL;DR: Wing plans to invest up to $125 million in U.S. drone manufacturing over the next two years, including a 15,000-square-foot factory in Fort Worth, Texas. The facility is expected to create up to 100 jobs and produce tens of thousands of delivery drones annually, supporting the Alphabet unit’s expansion toward nearly 20 U.S. markets. Read more →
Tesla Adds San Antonio Robotaxi
TL;DR: Tesla announced Robotaxi service in San Antonio, its eighth market, with a published launch zone of roughly 274 square miles—its largest opening map. The zone includes about one million residents, according to Robotaxi Tracker. San Antonio International Airport sits within the advertised boundary but is excluded from the service. Read more →
Third Rock Signs AI Biotech Deal
TL;DR: Third Rock Ventures agreed to work with Funnel Biosciences on AI-guided antibody discovery for targets selected by Third Rock. Funnel will receive platform access fees and could earn payments totaling up to $2.16 billion. The collaboration uses Funnel’s platform to design antibodies around specific target sites, combining computational design with experimental validation. Read more →
AI Bioweapons Warning
TL;DR: Tencent’s chief AI scientist Yao Shunyu warned that frontier models could soon pose biological security risks. Speaking at a Hong Kong science symposium, he argued for a mix of open and closed models so defenders can also use the technology. He cited Hugging Face’s use of GLM-5.2 to analyze attack logs as an example. Read more →
Uber Adds Parking
TL;DR: Uber launched parking reservations inside its app following its SpotHero acquisition. Users can compare prices, reserve a space and pay through Uber Wallet, with entry handled by QR code or license-plate recognition. SpotHero’s network spans more than 13,000 garages, lots and valets across 400 U.S. and Canadian cities. Eligible Uber One bookings earn 10% back in credits. Read more →
Broadcom Opens VM API
TL;DR: Broadcom contributed VM API to the Cloud Native Computing Foundation, where it has entered the Sandbox program. The project lets operators provision and manage virtual machines through Kubernetes APIs across different infrastructure providers. Broadcom also announced work on common Kubernetes workload standards and more than 20 validated partner solutions for vSphere Kubernetes Service. Read more →
Nothing Sets December AI Launch
TL;DR: Nothing plans to ship its first AI-native product in December, CEO Carl Pei said in his November 4 essay “Toolmakers.” He described a productivity tool that adds no new screen and needs dedicated hardware. Pei argues AI needs better access to everyday context, including conversations and ideas people do not manually enter into apps. Read more →
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