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Nvidia Donates $250M to UK AI Safety Research

Catch up on the top artificial intelligence news and commentary by Wall Street analysts on publicly traded companies in the space with this daily recap compiled by The Fly.AUDIO RECORDING DEVICE:An employee of OpenAI has beenfor and charged with using or endeavoring to use an electronic, mechanical, or other device to intercept oral communications. Abdulrahman Alfozan, 35, a national of the Kingdom of Saudi Arabia, was arrested on October 9, and made his initial appearance in federal court on Tuesday. "This serious situation underscores why winning the global super intelligence race is a national security prerogative — and why President Trump's leadership in creating the Super Intelligence Force is so important," said Director of National Intelligence Jay Clayton. "I thank Director Patel and our FBI partners for their diligence and swift action. The intelligence community remains committed to safeguarding America's cutting-edge intellectual property from foreign threats."CHINA MARKET:Nvidia'scontrol of China's market for AI chips fell to 34% in 1H of 2026, mainly due to strict U.S. export controls and domestic rivals gaining ground, Eduardo Baptista and Che Pan of Reuters, citing an IDC report. From January to June, Nvidia shipped 678,000 AI accelerators in China, down 44% from last year. Nvidia CEO has criticized Washington's effort to curb the export of its AI chips, arguing the policy has forced the company to cede China's market to Huawei.M&A DISCUSSIONS:AI agent startup Decagon has hired a bank to evaluate acquisition interest and has held early talks with ServiceNow and other companies, Business Insider's Katie Roof, citing people familiar with the matter. Decagon was last valued at $4.5B earlier this year, the author notes.AI SAFETY RESEARCH:Nvidia announced a five-year compute donation valued at $250M to strengthen the United Kingdom's agentic safety and security research capability. The commitment will provide $50M in compute access annually to support agentic safety and security research across the U.K. The majority will support the wider U.K. AI safety and security research community, with a proportion supporting work with the British Open-Ended Learning and Discovery Lab, the Science of Fundamental AI Research Lab and Imperial College London. "AI capability and safety must advance together," said Jensen Huang, founder and CEO of Nvidia. "The U.K. brings world-class scientific rigor to this essential engineering challenge. With this $250M commitment, Nvidia will put accelerated computing in the hands of U.K. researchers to develop, test and strengthen safeguards for increasingly powerful AI. This is how the U.K. turns research leadership into real-world solutions - and scientific progress into a future that benefits everyone." Nvidia will fund compute access through U.K.-based Nvidia Cloud Partners, with infrastructure hosted in the U.K.ACCESS TO MODELS:GoogleDeepMind and Google Cloud are providing up to 200 top European scientific researchers with direct access to its models, together with $3M in compute credits. Through this pledge, researchers will gain direct access to tools including AlphaFold 3, WeatherNext, AlphaGenome, AlphaEvolve, and AlphaEarth Foundations. This commitment supports the European Union's AI for Science work by making some of frontier models available via the RAISE initiative.

Major U.S. Averages Decline as CPI Rises

The major averages were lower near noon, pressured by higher Treasury yields as well as the September CPI report, which came in hotter than expected. Headline CPI rose 0.6% month-over-month and 3.7% year-over-year, compared with expectations for 0.6% and 3.6%, respectively. Core CPI, which excludes food and energy, increased 0.3% monthly and 2.6% annually, topping forecasts of 0.2% and 2.5%.Meanwhile, oil prices are surging over 1% once again as attacks on vessels in the Strait of Hormuz heighten concerns about disruptions to global energy supplies.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:Bank of Americareported lower-than-expected Q3 results a day after the Treasury Department fined the bank $1.2B over money laundering violationsMorgan Stanleyreported upbeat Q3 results, with the company saying banking pipelines "remain high"Netflixis laying off 6% of its staff, WSJ reportsBerkshire Hathawayis investing an additional $330M in Bending SpoonsASMLreported better-than-expected Q3 results and narrowed its FY26 revenue outlook2. WALL STREET CALLS:Brinkerupgraded to Buy at JefferiesJefferies also upgraded Texas Roadhouseto BuyLockheed Martinupgraded to Buy at Vertical Research following selloffAlbertsonsdowngraded to Underperform at BofABarclays downgraded HP Enterprise, Delland NetAppto Equal Weight3. AROUND THE WEB:Palantirand London Mayor Sadiq Khan's policing office have agreed to drop legal proceedings over a blocked GBP 50M Met Police AI and data analytics contract, Politico reportsThree people were seriously injured in an explosion at Intel'smanufacturing facility in Israel, Calcalist reportsThe FBI worked with CrowdStriketo dismantle more than 40 laptop farms and seize nearly 200 computer devices across Texas used to help North Koreans get remote U.S. tech jobs under stolen identities, NY Times saysGeneral Atlantic is planning to go public as early as spring 2027 and its IPO could be valued at up to $10B, FT reportsNvidia'scontrol of China's market for AI chips fell to 34% in 1H of 2026, mainly due to strict U.S. export controls and domestic rivals gaining ground, Reuters says4. MOVERS:Liquidiagains after announcing a global settlement agreement with United TherapeuticsVerastemincreases after appointing Michel Bailey as CEOGlobalFoundrieshigher after receiving up to $21B in funding for two new semiconductor manufacturing facilitiesStrivelower after announcing a 5M share offering of SATS preferred stockInniofalls in New York after Morgan Stanley lowered its price target on the stock to $405. EARNINGS/GUIDANCE:Camtekprovided guidance for Q3, Q4, and FY27MaxCytereported preliminary Q3 results and raised its outlook for FY26AZZreported Q2 results and increased its guidance for FY27Fastenalreported Q3 results, with EPS and revenue beating consensusSono-Tekreported Q2 results, with CEO Steve Harshbarger commenting FY27 is "progressing well"INDEXES:Near midday, the Dow was down 46.41, or 0.09%, to 51,623.69, the Nasdaq was down 369.46, or 1.36%, to 26,834.93, and the S&P 500 was down 71.44, or 0.92%, to 7,734.01.