Dienstag, 3. November 2026

12:20
Microsoft updates Windows 11 to make PCs with 8GB of RAM up to 20% more responsive and multitasking up to 40% faster in lab tests, utilizing memory compression
ZDNET
12:00
Rockstar plans to let users pre-load GTA VI on November 10, ahead of its November 19 launch, and says the game requires up to 212GB “depending on your device”
The Verge
11:00
Binance says North Korean hackers stole $6.3B through a months-long scheme with fake LinkedIn job interviews and an ad campaign to deliver malicious software
Fortune
10:50
ChatGPT Consumer Product Lead Adam Fry says ChatGPT has hit 1.2B WAUs, adding 200M over the past two months, and its search volume is now ~20% of Google's
Big Technology
10:45
Google plans to make it easier to restrict its AI tools for students in early 2027, but says schools that block AI entirely will lose student access to Search
New York Times
09:50
CrowdStrike agrees to buy Fiddler AI, which helps monitor AI agents, for ~$400M, and Dreadnode, an automated security AI testing tool, for ~$95M, mostly in cash
Wall Street Journal
09:20
Sources: Anthropic has told investors in recent meetings that its 15-person chip design team is using Claude for engineering and design work on its custom chips
The Information
09:10
iPad mini (2026) review: great OLED display, it's waterproof and dustproof, and the A20 Pro is fast, but it's expensive, has no 120Hz display, and lacks Face ID
The Verge
09:01
New England-based autonomous submarine startup Corridian emerges from stealth with a $38M seed led by Point72 Ventures and plans to unveil its first AUV in 2027
Axios
07:40
Shopify reports Q3 revenue up 32% YoY to $3.74B, vs. $3.75B est., GMV up 29% to $119.15B, net income up 75% to $462M, and adjusted EPS of $0.49; SHOP falls 5%+
Wall Street Journal
07:10
US data center operators and power developers are repurposing jet engines to secure power in as little as two years, bypassing multi-year grid-connection delays
New York Times
06:50
John Ternus' first earnings call was a timid, scripted affair, as Apple faces a challenging Christmas quarter and a difficult 2027; AAPL falls 3%+
Bloomberg
06:40
Chainalysis and Elliptic expect North Korean hackers to take months to launder the stolen Binance funds, using crypto swapping services and DeFi lending markets
Financial Times
06:25
OpenAI hires ex-US Army Secretary Dan Driscoll to oversee national security modernization, as it pushes to secure government contracts and shape military policy
Wall Street Journal
06:15
China plans to roll out broad AI safety standards covering development through deployment, targeting domestic AI model makers, after global security incidents
Bloomberg
06:05
The UK NCSC says AI is “transforming cyber operations” and expects China and Russia to “routinely use AI cyber to achieve their geopolitical goals” by 2028
Financial Times
05:50
Google severs ties with and bans Android TV box maker Videostrong after finding it intentionally preloaded malware to open a backdoor to control the XCPE botnet
9to5Google
05:35
Apple expects Q1 revenue to rise 7%-10% YoY, above 6% est., and gross margins of 45%-46%, below 47% est., as John Ternus says memory pricing “is unprecedented”
Financial Times
05:10
UK energy company Drax partners with Brookfield and neocloud Radiant to develop an AI data center in North Yorkshire, targeting 100MW of capacity by Q1 2028
CNBC
03:40
How politician Alex Bores' Who Decides advocacy group seeks to make AI safety a de facto Democratic position, like marriage equality or pro-choice, in 2028
New York Magazine
02:20
OpenAI partners with Cathedral to test its security defenses and revamps its Security Bug Bounty program, including quadrupling rewards for critical findings
OpenAI
01:00
Sources: Nvidia verbally told cloud compute clients they must sell 51%+ of their services to non-Chinese companies, as the US further limits China's chip access
Financial Times

Montag, 2. November 2026

23:35
Google expands Dreambeans to India, its first market outside the US, offering AI-generated visual stories from users' digital activity in 13 local languages
TechCrunch
22:25
Sources: Huawei has told some clients that a large share of its next flagship AI chip, the Ascend 960DT, will run mainly on HBM made by Samsung and SK Hynix
The Information
22:10
Larridin, which helps companies track how AI affects employee output and identifies areas for better AI adoption, raised a $30M Series A led by Pelion Ventures
Business Insider
20:20
Salesforce agrees to acquire Cresta, a provider of AI-powered contact center automation software, a source says for $2.7B; Cresta had a $1.6B valuation in 2022
The Information
20:15
John Ternus says Apple expects “even higher memory costs” in Q1 and to keep increasing after; Apple's inventory grew 31.1% QoQ and 154.3% YoY to $14.54B in Q4
TechCrunch
19:45
Match Group reports Q3 revenue down 3% YoY to $891M, below est., total paying users down 5% to 13.8M, and projects its EBITDA for Q4 below est.; MTCH drops 5%+
Bloomberg
19:05
Trajectory, which is developing AI model post-training tools for nontechnical customers, raised a $45M Series A led by Sequoia at a $300M valuation
TechCrunch
18:05
S-1: Anthropic says it may “imminently meet” its RSI threshold and may not identify “a significant acceleration” in its development until after it has occurred
TechCrunch
17:50
Brazil's largest crypto exchange Mercado Bitcoin halts withdrawals after a “security incident” involving $46M+ in assets, per Arkham; Tether froze 4.5M+ USDT
The Block
17:10
Sources: institutional investors told Anthropic that its IPO valuation should be ~$1.5T to $1.6T, below the $2T range, citing factors like a tech stock selloff
Wall Street Journal
17:00
Apple reports Q4 revenue from Services, which includes the App Store, Apple TV, Apple Music, Apple Care, and iCloud, grew 10% YoY to $31.57B, vs. $31.58B est.
The Wrap
16:50
Apple Q4: iPhone up 17% YoY to $57.58B, above $56.54B est., Mac up 24% to $10.8B, iPad down 10% to $6.2B, and Wearables, Home, and Accessories down 8% to $8.3B
9to5Mac
16:40
Apple reports Q4 revenue up 12% YoY to $114.48B, above $113.39B est., China revenue up 21% to $17.5B, below $18.9B est., in John Ternus' first earnings report
Apple
16:30
Palantir reports Q3 revenue up 96% YoY to $2.31B, above $2.18B est., US commercial revenue up 148% YoY to $984M, and raises FY 2026 revenue guidance to ~$8.53B
CNBC
16:15
Roku reports Q3 revenue up 24% YoY to $1.5B, Platform revenue up 23% to $1.3B, ad revenue up 23% to $727.4M, and subscription revenue up 23% to $580.9M
Variety
15:00
Researchers say LLMs can be good at natively reading and writing neural network weights; GPT-6 Astra edited Qwen3.5-0.8B's weights to make it better at math
Rikiya Takehi
14:15
Memo: Linux distribution vendor SUSE is laying off ~10% of its employees, saying “automation and AI are fundamentally shifting how software companies operate”
The Register
13:20
OpenAI launches the Grid Protectors Program, a US effort for its future data center campuses meant “to reduce electricity demand when the grid is under strain”
OpenAI
12:50
Tutor Intelligence, which trains robot foundation models and builds AI warehouse robots, raised a $75M Series B led by a16z, taking its total funding to $117M
Forbes
12:40
DeepSeek releases a “creator mode” that allows DeepSeek Harness users to quickly create custom plugins, like a 3D model renderer and a video editing workbench
Bloomberg
12:05
Anthropic confirms new Claude Code limits “to steer it away from recreating someone else's specific game”, saying IP infringement is against its usage policy
Tom's Hardware
11:45
Tel Aviv-based 42AI, which is developing a “behavioral world model” that tries to predict how humans will act, emerges from stealth with a $62.5M seed
TechCrunch
11:35
Amended S-1: Anthropic says it has purchased commitments and lease agreements of $895.4B, “substantially all of which is related to compute and infrastructure”
CNBC
11:25
Putin orders owners of non-state data centers to reserve 10% of capacity for Russia's IT infrastructure after Ukrainian drone attacks on Russian facilities
Reuters
10:50
A profile of OpenAI VP Charles Porch, an ex-Instagram executive who is rehabilitating AI's image across Hollywood and the media, including via celebrity dinners
New York Magazine
10:20
Sources detail Anthropic's compute deal spree: 3.5GW+ of expected capacity in 2026, diversifying beyond Nvidia's AI chips to Amazon, Google, and AMD, and more
New York Times
10:15
Filings: Oracle is selling $10B in common stock and $10B in bonds, as it rushes to get financing for its data center buildout and chip purchases; ORCL falls 9%
Wall Street Journal
09:55
Sources: Apple is developing a tabletop robot with a 9" screen and a swiveling arm, set for release in 2027 or 2028 for ~$1,000, as John Ternus pushes robotics
The Information
09:46
S-1 update: Anthropic reports Q3 revenue up 12x YoY to nearly $17B, a $23.3B net loss, up from $12.1B in Q3 2025, and operating expenses up 292% YoY to $17.5B
Bloomberg
09:35
Memo: Alphabet is issuing €6B in euro-denominated debt across seven tranches, attracting €17B+ in demand; Alphabet sold €9B of bonds in six tranches in May 2026
Reuters
09:25
Email: OpenAI plans to merge ChatGPT's Chat and Work tabs on desktop for select users before rolling it out widely; Codex “will remain a separate experience”
TechCrunch
08:10
Elon Musk says the cost of serving Grok Bot was “unsustainably high relative to revenue”, in response to subscribers complaining about SpaceX's usage limits
Forbes
08:05
A look at AI safety debates and the rising popularity of “Stop Unilaterally + Raise Awareness”, or SURA; safety-focused AI labs shouldn't abandon the AI race
LessWrong
07:55
Analysis: Elon Musk contributed a record $474M to political groups for the 2026 midterms, including $216M to America PAC, the most a non-candidate has spent yet
New York Times
07:40
Hirundo, Lazarus, and others are applying machine unlearning and weight edits to Chinese models to remove censorship and harden security for Western companies
Rest of World
07:31
Marvell's $115B Lumentum acquisition is one of the biggest tech deals ever and 2026's top M&A deal; Lumentum is up 128% YTD, giving it a ~$76B market cap
Bloomberg
07:25
Sources: SpaceX is in talks with EchoStar to acquire Boost Mobile or access its network, after Verizon, T-Mobile, and AT&T rebuffed requests for network access
Washington Post
07:20
Marvell agrees to acquire optical components maker Lumentum in a $115B all-stock deal, as it aims to rival Broadcom; Nvidia invested $2B in each company in 2026
Reuters
06:45
Supermarkets in Belgium, Ireland, Sweden, Finland, and Estonia report fridge and freezer temperature spikes due to suspected hacks, echoing attacks in France
Bloomberg
06:35
Investigation: a network of 400+ domains and apps linked to Chinese-language developers bypasses app store reviews to generate nonconsensual deepfakes and CSAM
Wired
06:15
British physicist and materials scientist Cyril Hilsum, widely recognized as “the father of liquid crystals” for enabling flat-panel display tech, died at 101
New York Times
05:55
Ukraine says its air raid alert app was compromised late on Sunday, sending false warnings of “nuclear danger”; Russia says its alert app had also been attacked
Bloomberg
05:40
Filing: Anthropic aims to raise up to $3.5B from Japanese investors as part of its IPO; Australia, Canada, and parts of Europe will also have direct access
Bloomberg
04:40
Fan fiction website AO3 says it could take two to four weeks to restore service after a “security incident”; AO3 hosts 18M+ works and has 11M+ registered users
Gizmodo
04:20
A profile of UCLA math professor Terence Tao, who was once enthusiastic about AI's role in math but now warns of AI destroying the field's deliberative process
New Yorker
03:45
How SF's AI boom is reshaping dating: founders treat first dates as interviews, use tech terms like “conversion rate” to track dates, and pay coaches $5K/month
New York Times
03:45
NAND maker Kioxia's stock closed down 15.78% after its cautious Q3 outlook inflamed investor concerns that the explosive growth driven by AI may be leveling off
Bloomberg
02:45
YC details multi-agent tests in games like Minecraft, where agents exhibit emergent capabilities, forming roles, hierarchies, and complex coordination patterns
YC Labs
01:45
Bites, whose AI tools give frontline workers personalized training via WhatsApp, SMS, Slack, Teams, and more, raised a $40M Series A led by PeakSpan Capital
CTech
01:00
The Hague-based Braid, whose API lets companies sell eSIM mobile plans under their own brand via 600+ carriers, raised a ~$38M Series A led by Octopus Ventures
EU-Startups
00:20
SemiAnalysis launches GDPx, an AI frontier model benchmark measuring 11 domains, including chip design, cybersecurity, and RSI; Opus 5.5 tops with a 12% score
SemiAnalysis

Sonntag, 1. November 2026

23:35
Casap, whose AI tools automate dispute and anti-fraud operations for banks, raised a $56M Series B led by Base10 Partners, bringing its total funding to $90M
Fortune
23:05
South Korean President Lee Jae Myung vows to dedicate ~$16B for AI, chips, physical AI, and data centers in the country's 2027 budget, nearly double 2026's sum
Reuters
22:35
AI-powered medical search engine Vera Health, which says it is used by 800,000+ clinicians in 190 countries, raised a $28.5M Series A led by Threshold Ventures
Fierce Healthcare
22:01
Midstream Health, whose AI tools help 250 hospitals recover revenue from rebates and vendor and payer underpayments, raised a $20M Series A led by Valtrius
Axios
21:40
Data analytics provider Hex Technologies, which says it has rebuilt its platform for AI agents, raised a $100M Series D led by Peak XV at a $1.2B valuation
Forbes
21:15
Broccoli AI, which sells AI agents to plumbing, HVAC, and electrical companies, raised a $22M Series A and a $30M Series B; a source says it is valued at $300M
Fortune
20:45
Letter: the White House argues it doesn't have to share the full draft of its voluntary AI testing framework, citing national security and commercial exemptions
The Information
20:15
Hyperbolic, which lets companies rent AI compute across ~30 neoclouds, raised a $30M Series A-1 led by Lip-Bu Tan's Walden Catalyst; it has raised $50M to date
Business Insider
19:15
A look at Binance's efforts to contain the hack, including creating a global war room of ~100 people and coordinating with other crypto companies and the FBI
Bloomberg
18:15
How IShowSpeed became YouTube's top livestreamer with 62M+ subscribers, as his “IRL streams” lasting hours to days mingle childlike wonder with teenage mischief
New York Times
17:15
Saudi Aramco acquires a 49% stake in AI startup Humain for ~$2.6B in cash in 2026 plus AI, compute, and digital assets; Saudi Arabia's PIF retains a 51% stake
GamesBeat
16:30
OpenAI plans a post-midterms policy and PR blitz, pushing mandatory “speed limits” for powerful AI and rebranding its data centers as “AI compute campuses”
Axios
15:50
How get-paid-to apps like Freecash, briefly a top five App Store app in September, pay users small sums to play games and help game companies find big spenders
New York Magazine
14:50
ServiceNow confirms it acquired Israeli startup Sweep to speed up clients' migrations to its new CRM, for an undisclosed price estimated at hundreds of millions
CTech
13:45
Analysis: candidates backing data center moratoriums could win up to 15 of 36 US governors' races on Tuesday, including in Texas, Ohio, Michigan, and New York
The Information
13:15
A look at VC-backed glossy magazine Colossus, whose glowing profiles of Zuckerberg and other tech titans win industry praise, while Kara Swisher says it is PR
The San Francisco Standard
12:40
Binance says net outflows were ~$3.64B, or 2.1% of assets, in the 9.5 hours after it began restoring withdrawals; DefiLlama puts 24-hour net outflows at $4.05B
The Block
12:05
Google's data center energy head says space data centers could cost up to 100x more than those on Earth, and the US has enough power but permits take too long
The Information
10:30
A profile of White House OSTP Director Michael Kratsios, an ex-Peter Thiel aide who is among a handful of players steering the Trump administration's AI policy
Colossus
06:00
Solve: the cost of insuring against debt defaults at hyperscalers Amazon, Alphabet, Microsoft, Meta, and Oracle has hit its highest level since 2021
Wall Street Journal
01:00
A look at a crude campaign of cyberattacks by Russia-linked hacktivist groups that have caused physical damage in NATO-aligned countries over the past two years
Bloomberg
01:35
Lumaril, which develops AI software for optimizing industrial production by connecting to existing control systems, raised a $66M Series A at a $400M valuation
Wall Street Journal
01:30
Binance starts resuming withdrawals in phases, including for bitcoin and ether, after covering 95% of the $6.3B in tokens stolen in the hack by TraderTraitor
Reuters
01:25
Shanghai-based NeuroXess, which is developing BCI technology for movement support, speech decoding, and control of external devices, raised a ~$105M Series B
TechNode
01:15
Enterprise voice AI tools provider Deepgram acquires Daily, which has raised $62M+ and develops open-source voice AI framework Pipecat, for an undisclosed sum
TechCrunch
01:00
DeepSeek open sources Super-Agent, a coding agent research prototype it says proactively monitors developer group chats for coding issues and suggests solutions
Bloomberg
00:50
Insurance software maker Guidewire agrees to acquire Hyperexponential, which makes AI-powered insurance underwriting and pricing software, for $1.7B+ in cash
Reuters

Samstag, 31. Oktober 2026

23:10
The FBI attributes the $6.3B Binance hack to North Korea's elite hacking unit TraderTraitor, which the agency has also blamed for the $1.5B Bybit hack in 2025
Bloomberg
20:00
Tests: chatbots rely on three obscure AI-built voter sites for US midterm answers; Copilot cited the error-prone Ballot Brief in 75% of tests and ChatGPT in 22%
Washington Post
15:01
Researchers are paid $5K for reporting a bug to OpenAI that would let attackers run code in logged-in sessions of all who opened the hacker's ChatGPT share link
The Hacker News
12:20
Sources: Meta built a prototype humanoid robot with Chinese firm Fourier in three months and is building a second; Meta says it has no plans to sell these units
The Information
11:45
Binance says it has covered 90% of its hack losses, having set aside $6.34B+ of company funds; the remaining 10% is in less liquid tokens
Reuters
09:40
How AI detectors like Pangram are changing human writing: authors drop em dashes, “not X, but Y” phrasing, and words like “delve”, or add typos, to look human
Bloomberg
05:25
A look at growing bipartisan opposition to AI data centers in drought-stricken Arizona, where TSMC's chip fabs were welcomed but newer projects face backlash
The Verge
02:30
As AI models commoditize, lasting wealth will accrue to those controlling chokepoints like distribution, payment rails, and a stablecoin dollar, not to the labs
The Commanding Heights
02:10
When talking about local inference, Sam Altman says supply-constrained DRAM is better used in data centers than sitting in PCs and “being used 5% of the time”
Tom's Hardware
01:15
Sources: neoclouds CoreWeave, Nebius, and Nscale have effectively been shut out of the bond market in recent weeks as lenders and investors demand tougher terms
Wall Street Journal
01:10
S&P downgraded Meta's outlook from stable to negative, citing high capex and negative free cash flow; META fell 15% in October, its worst month in four years
CNBC
01:00
Anthropic says a malicious actor used access to Cursor's marketplace to publish a “tampered” copy of the Claude Code extension, which it didn't build or publish
@felixrieseberg
00:30
John Ternus says Apple doesn't “want to ship AI for AI's sake” and that Tim Cook is “available to help wherever I ask” on policy; Ternus has yet to meet Trump
Wired

Freitag, 30. Oktober 2026

22:30
Sources: OpenAI has secured ~$11B in commitments for its latest funding round, less than half its initial $30B target, and expects to raise more in coming weeks
Wall Street Journal
21:00
Sources: OpenAI now seeks ~$20B at a $1.25T valuation for its latest round, from $30B at a $1.4T valuation, as some investors cut commitments amid an AI selloff
Financial Times
20:20
Sources: Baseten is raising ~$2B in two tranches, one valuing it at $26B and the other at $30B; Baseten was valued at $13B in June after raising $1.5B
Bloomberg
18:50
Sources: Google is in talks with the DOD on a new effort to secure the data that feeds into software being built for the Golden Dome missile defense program
Bloomberg
18:05
Filing: Vancouver, WA-based Powerlattice, which makes a power delivery chiplet to reduce AI compute power needs by 50%+, raised $86M, after raising $31M in 2025
GeekWire
17:05
OpenAI, Google, Microsoft, and Anthropic say they will adopt a new standard that publishers can use to opt out of being scraped by AI across multiple crawlers
The Verge
16:55
OpenAI tightens limits on the weapons-related information that ChatGPT provides teens, even when a question appears harmless, as part of new safeguards
Reuters
16:35
Intel stock closed down 28.58% on Friday, its worst day since the 1970s and wiping ~$12B off US government's stake, after issuing weaker-than-expected guidance
CNBC
16:25
Reddit closed down 29.27% on Friday, the worst drop since becoming a public company in 2024, after it forecast weak Q4 revenue
CNBC
16:00
Alphabet, Meta, Microsoft, Amazon, and Oracle have a collective $3T+ in AI spending commitments over the coming years, including Alphabet's $1T and Meta's $800B
Bloomberg
15:35
Chainalysis says Binance hackers used automated money-laundering patterns not seen before; Elliptic: almost all of the $6.3B was taken in the first 30 minutes
Financial Times
15:25
Microsoft, Alphabet, Amazon, Meta, and Oracle returned just 9.3% of cash to shareholders in the first three quarters of 2026, a 15-year low amid AI spending
Reuters
15:15
Anthropic renames its $100 per month Max 5x plan as Max and the $200 per month Max 20x plan as Ultra, and removes the 5-hour limit for verified Ultra accounts
@claudeai
14:40
Google says its Suncatcher prototype data center satellite is online after an October 1 launch, with Gemma 4 generating a haiku about being in space
TechCrunch
14:20
Salesforce acquires Rune, which makes AI military logistics software, sources say for $375M in cash and stock; Rune raised $30m from a16z and others
Resilience Media
13:10
Salesforce buys Rune Technologies for new defense unit
Axios
12:10
London's High Court dismisses Meta, TikTok, and X's challenge to Ofcom's Online Safety Act information requests, rejecting arguments they were disproportionate
Reuters
10:30
Binance says it has reserved $6.34B+ in company funds, including $5B already held in impacted token assets, to deal with the fallout from the $6.3B hack
Reuters
09:10
FEC data: AI-oriented PACs spent nearly $80M on the 2026 US elections, mostly before the primaries; pro-regulatory PACs outspent Leading the Future's network
Puck
08:20
CXMT reports Q3 revenue of ~$16.7B, up 613.2% YoY, and a net profit of ~$8.17B, swinging to profitability on the back of rising AI-driven memory chip prices
Reuters
07:50
NAND maker Kioxia reports FY Q2 operating profit up 22x YoY to ~$12.7B, in line with est., but forecasts Q3 operating profit of ~$12.7B, below ~$14.9B est.
Bloomberg
07:40
The UK CMA opens a probe into whether Meta imposed exploitative terms on publishers and advertisers to use their content to develop its AI and other services
Reuters
07:15
Binance reveals that a follow-up investigation has found “additional points of breach” beyond a possibly compromised laptop and says this was a “complex attack”
@binance
06:15
Dream, which is training AI world models on US building data to automate construction design and engineering, emerges from stealth with a $17M seed led by a16z
TechCrunch
06:10
Ravical, whose AI-powered platform helps accounting and tax firms manage their operations, raised a $17M seed led by MMC, bringing its total funding to $25M
Tech.eu
05:40
Inside Nscale's 2,250-acre, 8GW Monarch Compute Campus in West Virginia, which has been hit by construction issues, local opposition, and financing risks
Financial Times
04:45
Sources: Spotify aims to launch its AI remix service in Q1 2027 and may charge $4-$5/month extra; it is still negotiating licensing deals with Sony and Warner
Financial Times
02:30
How a wave of startups are betting on AI to make formal software verification practical and essential, including &Truth, which launches with a $70M seed
Wired
01:00
TRM Labs attributes the Binance hack to North Korea-based TraderTraitor, which drained ~$6.36B from Binance wallets across 10 blockchains, mostly in ~20 minutes
Reuters
00:50
Binance pledges to cover all losses from a ~$6.3B hack, potentially the largest crypto theft ever, surpassing the $1.5B Bybit hack in February 2025
South China Morning Post
00:01
CrowdStrike: China-linked hackers used AI tool ARTEX with a DeepSeek LLM and another model to target 200+ organizations in 11 days, compromising at least nine
NBC News

Donnerstag, 29. Oktober 2026

23:35
Sources: DeepSeek doubled its latest round's size due to surging black market Nvidia Blackwell chip prices, with Chinese state-owned investors representing 27%
The Information
23:10
S-1: Anthropic says it heavily depends on TSMC chips made in Taiwan and warns of risks from “potential disruption” amid geopolitical tensions with China
Wall Street Journal
22:40
Sources: Indian AI infrastructure company AM Intelligence seeks to raise as much as $3B to fund a previously announced purchase of Nvidia Vera Rubin systems
Bloomberg
22:10
NYSE owner ICE plans US-regulated Hyperliquid-based perpetual markets with Trade.xyz, a market operator on the crypto platform, and takes a stake in Trade.xyz
Bloomberg
21:35
Binance “temporarily suspended” all deposits and withdrawals as it investigates security issues and works with law enforcement; Binance.US says it's unaffected
Financial Times
21:15
Twilio reports Q3 revenue up 20% YoY to $1.56B, vs. $1.52B est., net income up 333% to $161M, and expects slower Q4 revenue growth; TWLO drops 20%+
MarketWatch
21:10
Andy Jassy says Prime Video has “a revenue run rate in the tens of billions of dollars and is now profitable in its own right”
TechCrunch
20:40
Meta quietly launches Style Sketch, an AI fashion app that helps users put together outfit ideas using clothes they own, in Indonesia, Singapore, and Thailand
TechCrunch
20:20
On Amazon's earnings call, Andy Jassy says outside AI shopping agents are “still not great, nor more convenient than coming to a retailer directly”
Fortune
19:30
Sandisk reports Q1 revenue up 378% YoY to $11B, vs. $10.7B est., forecasts Q2 revenue above est., announces an 8-for-1 stock split; SNDK drops 9%+
MarketWatch
19:20
Pinterest reports Q3 revenue up 12% YoY to $1.17B, vs. $1.21B est., global MAUs up 10% to 661M, and forecasts Q4 revenue below est.; PINS drops 5%+
Barron's Online
19:05
Polymarket resumes trading after a security incident with a third-party provider, which a source says is DebugBear, and says it will reimburse affected traders
Reuters
18:55
Sources: Nvidia is in talks to provide Nscale with billions of dollars in credit guarantees for debt to develop a 460MW data center that Anthropic plans to use
The Information
18:25
Binance says initial investigation suggests a compromised DevOps laptop may have enabled a ~$6.3B hack; Tether froze 1.5B+ USDT and Circle froze 800M+ USDC
The Block
17:55
Coinbase reports Q3 revenue down 35% YoY to $1.22B, in line with est., and net income up 66% to $719M, its first profit in a year, on unrealized crypto gains
Bloomberg
17:25
Roblox reports Q3 bookings down 12% YoY to $1.7B, vs. $1.63B est., and DAUs down 9% to 138M, vs. 145.8M est.; RBLX drops 16%+
Bloomberg
17:10
Sources: Instagram is offering select creators $50K to $500K to cross-post their long-form YouTube content to its new “Features” product
Business Insider
16:55
Amazon reports Q3 AWS revenue up 39% YoY to $45.98B, above $45.29B est., and AWS operating income up 55% to $17.77B, above $16.97B est.
CNBC
16:50
Sources: Google, Meta, and other tech companies are resisting broad ICE demands for user data as they face future Democratic-led congressional investigations
Wall Street Journal
16:40
Symbotic says Walmart has committed an additional $6B over several years to deploy Symbotic's supply-chain automation technology across its distribution network
Reuters
16:32
Reddit reports Q3 revenue up 53% YoY to $895M, vs. $878M est., DAUq up 12% to 130.3M, below est., forecasts Q4 revenue below est.; RDDT drops 25%+
CNBC
16:30
Amazon spent $77B+ on property and equipment in Q3, leading to a free cash outflow of $42.4B; Amazon said in July that it would likely spend $220B in 2026 capex
Bloomberg
16:25
Intel reports Q3 revenue up 21% YoY to $16.5B, vs. $16.5B est., and forecasts Q4 revenue and adjusted EPS below estimates; INTC drops 20%+
CNBC
16:21
Reddit plans to require users to log in to fully access the site in response to AI scraping, and to begin tests in select markets outside the US this quarter
Axios
16:20
Amazon reports Q3 ad revenue up 11% YoY to $19.64B, vs. $20.82B est., and subscription services revenue up 11% YoY to $14B
CNBC
16:13
Amazon reports Q3 revenue up 12% YoY to $201.94B, vs. $202.31B est., net income down 2% to $20.7B, forecasts Q4 revenue below est.
Amazon
15:50
Source: Anthropic is “Customer B” cited by SpaceX in a filing as its single largest customer accounting for 34.5% of Q3 revenue, surpassing the US government
Bloomberg
15:10
Sources: an Accenture staffer's Claude agent ran on a DOD network for two months and appears to have sent info to a third-party site before it was identified
Wired
14:30
Utah files 14 criminal charges against Kalshi and its co-founders Tarek Mansour and Luana Lopes Lara for allegedly breaking Utah's gambling laws
Salt Lake Tribune
14:00
OpenAI updates Model Spec to reorganize it around five values: faithfulness to human intent, harm minimization, honesty and transparency, human agency, and care
OpenAI