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Tech News for Friday, October 9, 2026

102 stories from 38 outlets. Times show when each story first broke, in UTC.

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Business 26

AI 21

Allison Johnson · The Verge

Instinct, a buzzy AI agent, now competes with Meta's Muse for user attention

Instinct, an AI agent that launched in August with an invite-only, no-marketing playbook, quickly became a buzzworthy product. Now it faces competition from Meta's Muse, which has generated similar excitement. The piece examines whether Instinct can survive the rival's momentum.

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Takashi Mochizuki, Shery Ahn and Mari Kiyohara · Bloomberg Technology2 sources

Nvidia-backed Lumentum sees opto-parts capacity sold out through 2029 on AI data center demand

Lumentum Holdings' optoelectronic parts are completely sold out through nearly 2029 due to surging demand from AI data centers. The company, backed by Nvidia, is benefiting from the race to build faster AI infrastructure. The capacity constraints highlight the supply chain pressure in the AI boom.

Also covered by Quartz

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Gadgets 11

Startups 9

Abeer Abu Omar and Yuliya Fedorinova · Bloomberg Technology

Uzbek fintech Uzum eyes Eurobond after becoming top local issuer

Uzbekistan's leading fintech firm Uzum may tap international debt markets after becoming the largest private corporate issuer domestically, Bloomberg reports. The move signals growth ambitions.

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Big Tech 8

Science 6

Security 5

Everything else 11

Bloomberg Technology

Will OpenAI Revenue Reset Stop AI Demand?

Bloomberg Intelligence's Mandeep Singh highlights that despite questions over OpenAI's revenue accounting, booming token growth indicates solid AI infrastructure demand. (Source: Bloomberg)

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