IT News Today: Chip Stocks Slide (Nov 6, 2026)

Top story

Chip and data center stocks declined on November 4, 2026, after Democrats flipped control of both the House and the Senate, CNBC reported. The video segment did not detail the size of the declines. Federal decisions on subsidies, trade, and energy can weigh heavily on chipmakers and data-center operators, so politics is one factor investors watch in the sector.

Hardware

Supermicro and SambaNova announced on Tuesday, November 3, 2026 that Supermicro will build, sell, and support AI inference racks pairing SambaNova's SN50 chips with Nvidia GPUs, as part of its Data Center Building Block Solutions line. The initial plan covers 10,000 SN50 chips. In the design, Nvidia GPUs handle reading the prompt and SN50 chips generate the response, which shows data-center hardware makers mixing chip vendors in the same rack for inference workloads.

Satellite autonomy startup Orca Aerospace signed a letter of intent worth up to $20 million with LA-based Orbital, Payload reported on November 5, 2026. Orca's onboard autonomy software would link each satellite's flight software to ground control for Orbital's planned fleet of data-center satellites, and it is slated to fly on Orbital-1 in 2028.

Software

Apple released the first developer beta of iOS 27.3 on November 3, 2026. According to 9to5Mac, Apple introduced a redesigned Health app during the iOS 27.2 beta cycle, then restored the previous version in iOS 27.2 beta 4, and has said the new version is still coming later this year. It is not yet confirmed whether the iOS 27.3 beta includes it.

Security and cloud

SonicWall warned of unpatched vulnerabilities in its end-of-life Global Management System (GMS) software, versions up to 9.5.2. In an advisory published November 3, the company said no fix will be released, so organizations still running GMS should migrate to its Network Security Manager or isolate the system.

Separately, the Xen Project disclosed two critical flaws (XSA-523) in the Xen hypervisor that could let a malicious guest virtual machine read and write the memory of other virtual machines on the same host. Patches are available and no exploitation has been reported, but operators of Xen releases that no longer receive security support have no official fix. It is a serious risk for any cloud provider or company relying on Xen-based virtualization to keep workloads isolated.

Irish grocery chain SuperValu, owned by Musgrave Group, reported on November 2 a suspected cyberattack on refrigeration systems at 13 stores. Chilled and frozen products were removed from sale as a precaution, and by November 3 Musgrave said the affected stores were trading normally. The reporting still calls the attack suspected, and the investigation is ongoing. The incident is a reminder that cyber incidents can hit operational technology such as refrigeration, not only IT systems and payment terminals.

Takeaway

Infrastructure and security dominate this week: hardware vendors are mixing chip suppliers to meet inference demand, end-of-life software is leaving organizations exposed, and politics is weighing on how investors treat chip and data-center stocks.