US Stocks AI Daily on Nov 4, 2026: fal Announces Series E and F Together With $1.3B in the F Round

The AI supply chain filled all six layers on November 3, yet only one of seven items carried a price. Inference provider fal disclosed a Series E and a Series F at once, with the F round at $1.3B on a $16B post-money valuation, and the money went into inference capacity. The same day AMD (Ticker: AMD) posted a record $8.5B data center quarter, while Drax's £20B campus and the New York NAND plant of Solidigm, a unit of SK hynix (Ticker: SKHY), each wait on a permit.

 

 

Financing | Completed | fal post and TechCrunch 2026/11/03

The Series E was led by Sequoia Capital and closed earlier this year, the Series F was led by Bessemer Venture Partners with Nvidia (Ticker: NVDA) joining as a strategic investor, and the $1.3B size and $16B valuation come from Bloomberg via TechCrunch while fal's own post carries no figures.

 

Acquisition | Under review | CrowdStrike press release 2026/11/03

CrowdStrike (Ticker: CRWD) issued two releases the same day, buying AI agent observability firm Fiddler and automated AI security testing firm Dreadnode, with neither price disclosed beyond payment being mostly cash plus vesting stock, and both expected to close in the fourth quarter of fiscal 2027.

 

Release | Completed | AMD press release (GlobeNewswire) 2026/11/03

AMD (Ticker: AMD) reported third quarter revenue of $13,377M, up 45% year on year, with the data center segment at a record $8.5B and up 97%, guided the fourth quarter to about $17B plus or minus 3%, and said Anthropic, Meta, Microsoft, OpenAI and Oracle Cloud Infrastructure already run workloads on its Helios racks.

 

Release | Completed | Tower Semiconductor press release (GlobeNewswire) 2026/11/03

Tower Semiconductor (Ticker: TSEM) said Innolight's first near-package optics device has entered early production on its PH18M silicon photonics flow at the California fab, with further products taped out on the 300mm platform, and the release carries no dollar or volume figures.

 

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Release | Press report, unconfirmed by the parties | Reuters (via The Korea Times) 2026/11/03

Reuters, citing unnamed people, said the US Commerce Department has yet to approve the American equipment licences SK hynix (Ticker: SKHY) needs to expand its Dalian plant, which bears on the two NAND fabs its Solidigm unit plans in Marcy, New York; Solidigm said on the record it is still exploring locations worldwide and has made no decision, while Commerce and SK hynix did not comment.

 

Contract | Under review | Bull press release (GlobeNewswire) 2026/11/03

Bull brings rack-scale AI server production and direct liquid cooling from its Angers factory, Schwarz Digits brings the STACKIT cloud platform, and the two intend to co-design servers on Open Compute Project standards; this is a memorandum of understanding with no financial terms and no timetable. Neither Bull nor Schwarz Group is listed in the US.

 

Contract | Under review | Drax announcement (RNS) 2026/11/03

Drax said it has signed an agreement to develop a strategic partnership to build an AI data center of more than 1GW on the Drax Power Station estate in North Yorkshire. Brookfield estimates total potential investment could exceed £20B, with an initial £2.5B for Phase 1 targeting up to 100MW from the first quarter of 2028. The announcement states Phase 1 still depends on planning and network approvals, an acceptable tenant and a final investment decision by each party. Drax is listed in London and has no US ticker.

 

Countable deal value this issue is $1.30B, with $3.35B excluded. The countable round is equity rather than procurement, so it places no order with any vendor today; the excluded figure is Drax's £2.5B Phase 1 capital plan, converted at the November 3 GBP/USD close of 1.3415, and its public consultation only starts in November while the planning application is still being prepared. The two larger numbers sit on neither side: Drax's £20B is Brookfield's potential estimate, and Solidigm's roughly $45B New York plan is one the company says is undecided. The two CrowdStrike (Ticker: CRWD) acquisitions, Bull's memorandum and Tower's production milestone all carry no figure at all.

 

How to use this next time: when a large number appears, first ask whether it is a price. Only $1.30B actually changed hands today, while the £20B and the $45B are money someone intends to spend rather than money already paid, and whether they turn into orders depends on two permits. Read "has signed", "still subject to" and "no decision made" as three different states and you can work out for yourself which layer actually received money today. Nvidia (Ticker: NVDA) joining fal's Series F as a strategic investor makes the same point, because a strategic investment is not a purchase order.

 

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Disclaimer: This article was prepared by the MEXC US equities spot team (MEXC RealStocks) for market information and educational reference only. It is not investment advice and contains no buy or sell opinion. All stocks and companies mentioned are publicly discussed names and do not represent a recommendation or view of MEXC. Investing involves risk, so please exercise your own judgement.