AI and Tech News, 9 Oct 2026: OpenAI Revenue, Gemini Agent, Apple

Nine stories today. An OpenAI revenue number came in lower than expected and knocked AI stocks, Google showed off a new Gemini agent, and Apple set a date for October 13. Here's what happened.

1. AI stocks drop after OpenAI reports about $50B in annualized revenue

OpenAI told investors its run rate was about $50B at the end of September, under the roughly $68B figure that had been widely reported. Oracle, CoreWeave and Nvidia shares fell.

2. Google Cloud reveals Gemini Agent, a universal agent for work

Announced at Gemini at Work 2026, the agent plans and finishes multi-step jobs across Workspace and business systems and can route tasks to Claude models. It's in private preview.

3. Apple sets a 'Welcome Home' product event for October 13

Marketing chief Greg Joswiak teased the date on X. Reports expect a new smart home hub, along with updated HomePod mini and Apple TV 4K models.

4. Amazon swaps Fire tablets for Android-based Alexa tablets

The new Alexa Tablet 8, 11 and 12 Pro start at $229.99. They run standard Android with the Google Play Store and include Alexa+, and production of new Fire tablets is ending.

5. Anthropic starts a cyber mission with 11 founding partners

Partners like CrowdStrike, Palo Alto Networks and Accenture get access to Claude models and engineers to protect critical infrastructure. Open-source projects also get free vulnerability scans.

6. Manus parent raises over $500M, its first round since the Meta deal fell apart

Boyu Capital and IDG Capital led Butterfly Effect's round, with Tencent, HSG and ZhenFund joining. The final valuation wasn't disclosed, after earlier reports of a $4B target.

7. AI leaderboard Arena raises $200M at a $3.1B valuation

TechCrunch reported the round. The company behind the popular model rankings will use it to expand into measuring AI safety and alignment.

8. Mecka raises a $60M Series B led by Sequoia for robot training data

Nvidia, Qualcomm, Samsung and Microsoft's M12 also joined in. The startup pays people to wear body sensors and record motion data for humanoid robots.

9. An unpatched critical LMCache flaw puts AI inference servers at risk

JFrog researchers disclosed a 9.8-severity remote code execution bug in the KV-cache layer that's often paired with vLLM. As of October 8, no fixed release was available.