Marvell Technology announced on Monday that it will buy optical components maker Lumentum in an all-stock deal with an enterprise value of 115 billion dollars, including debt. It is one of the biggest technology deals of 2026, and among the boldest bets yet that the artificial intelligence spending boom will last for years — not on faster chips alone, but on the light-based connections that move data between them.

The safeguard was simple on paper. An AI agent could spend from a wallet, but only up to a daily cap set by its owner. Raising that cap required a one-time passcode emailed to the owner, so a person would stay in charge of the budget. In new tests from Cornell Tech and Yale, that safeguard collapsed for a straightforward reason: the agent could read the email too.

OpenAI is preparing a coordinated policy and public relations push to begin immediately after Tuesday's midterm elections, Axios reported on Sunday, in an effort to shape the next Congress and frame the debate heading into the 2028 presidential race.

Saudi Arabia has put its national artificial intelligence company under two of the most powerful owners in the kingdom. The Public Investment Fund (PIF) and Aramco announced on November 1 that they have closed a transaction in which Aramco, through a wholly owned subsidiary, acquires a 49 percent stake in HUMAIN, while PIF retains the remaining 51 percent.

Apple Intelligence is finally on its way to iPhone users in mainland China, and it will arrive with a local engine under the hood. Apple has confirmed that testing begins on November 4 in the next iOS developer beta, with a public release planned for December as part of iOS 27.3. Instead of the ChatGPT integration offered elsewhere, the China version plugs into Qwen, the family of AI models built by Chinese tech giant Alibaba.

Waymo's next robotaxi will be built by the world's largest automaker. Under a partnership announced on Friday, October 30, Toyota will manufacture the 2027 bZ4X electric vehicle and integrate Waymo's self-driving system at its Takaoka factory in Japan, putting the base vehicle and the autonomous hardware together under one roof instead of retrofitting finished cars after they leave the line.

Developers who use the Cursor code editor got a security warning that demands immediate attention this week. A trojanized version of Anthropic's Claude Code extension was distributed through Cursor's own extension marketplace as a routine update, and it tried to plant a persistent SSH backdoor on the machines that installed it. Cursor says at most 5,000 users received the malicious build during an exposure window of about eleven hours on October 29, from roughly 2:27 a.m. to 1:35 p.m. Pacific Time.

For a growing share of the world's software, the first draft no longer comes from a person typing at a keyboard. GitHub's annual Octoverse report, published on October 28, says that by September 2026 developers started more than 40 percent of pull requests with a coding agent's first draft, up from 17 percent in March. That is 110 million agent-started pull requests in September alone, about six times March's volume.

Publishers who want to keep their work out of AI training have spent years juggling a different switch for every company: one token for Google, another for OpenAI, another for Anthropic, and so on. On Friday, October 30, the four largest Western AI builders moved to end that patchwork, announcing they will all honor a single shared signal in a website's robots.txt file.

October is ending as the month the AI trade finally met its skeptics. Reuters reported on Friday that more than 2 trillion dollars in market value is set to be wiped from the tech-heavy Nasdaq 100 this month, a loss slightly larger than the entire market value of SpaceX. The index has fallen more than 5.8 percent so far in October, as a week of big tech earnings intensified investor scrutiny of whether the billions being poured into artificial intelligence can generate returns quickly enough.