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October 29, 2025, 9:10 PM
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| Meta: |
Meta reports Q3 revenue up 26% YoY to $51.2B vs. $49.4B est., net income down 83% to $2.7B, family DAP up 8% to 3.54B for September; META drops 8%+ after hours — Meta Platforms, Inc. (Nasdaq: META) today reported financial results for the quarter ended September 30, 2025.
More: Business Insider, CNBC, PYMNTS.com, The Guardian, Benzinga, The Verge, New York Times, CNBC, Investor's Business Daily, Wall Street Journal, Mumbrella, The Economic Times, Shacknews, Sherwood News, Capital Brief, and Business Insider
X: @tanayj, @martinshkreli, @thegarpinvestor, @munster_gene, @munster_gene, @rihardjarc, @munster_gene, @munster_gene, @stockmktnewz, @beth_kindig, @convertbond, @mindset4money_x, @ericjhonsa, @stockmarketnerd, @richlightshed, @jrouldz, @stocksavvyshay, @jbulltard1, @divestech, @stockmktnewz, @qcapital2020, @munster_gene, @holysmokas, @stephanie_link, @ericjhonsa, @p_remarks, @wheelieinvestor, @munster_gene, @munster_gene, @munster_gene, and @dorialexander
| Jaspreet Singh / Reuters: |
| Jonathan Vanian / CNBC: |
| Alphabet: |
Alphabet reports Q3 revenue up 16% YoY to $102.35B, vs. $99.89B est., Cloud revenue up 34% to $15.16B, net income up 33% to $34.98B; GOOG jumps 5%+ after hours — Alphabet Announces Third Quarter 2025 Results
More: SiliconANGLE, PYMNTS.com, Associated Press, Thurrott, CNBC, 9to5Google, Android Central, Blockchain.News, Constellation Research, and Shacknews
X: @sundarpichai, @danielnewmanuv, @sundarpichai, @stocksavvyshay, @munster_gene, @andrewcurran_, @danielnewmanuv, @munster_gene, @wiseman_cap, @obsidiancap1, @altcap, @qualityinvest5, @alxai_, @jeffmcleod, @rihardjarc, @noegrs_research, @beth_kindig, @spencerhakimian, @dividenddude_x, @buccocapital, @yuchenj_uw, @shanecultra, @dividenddude_x, @cl207, @lorrainetwohill, and @joecarlsonshow
| Todd Spangler / Variety: |
Alphabet reports YouTube's Q3 ad revenue rose 15% YoY to $10.26B, vs. $10.01B est., and Google's advertising revenue reached $74.18B, up from $65.85B a year ago — YouTube, the internet's biggest video streaming platform, continues to flex its muscles as an advertising powerhouse …
More: The Information, Deadline, Tubefilter, Axios, Media Play News, TheDesk.net, and Shacknews
X: @tvgrimreaper, @rseroter, @richlightshed, and @tomaxwell
| Jennifer Elias / CNBC: |
| Jonathan Vanian / CNBC: |
Microsoft says Microsoft 365 and Azure services using Azure Front Door are experiencing issues since around 12pm ET on Wednesday, and recovery is progressing — Microsoft was hit with outages in its Azure cloud and 365 services on Wednesday, hours before the company's scheduled earnings release.
More: Azure status, BBC, Azure status, Reuters, The Verge, BleepingComputer, TechRadar, ZDNET, International Business Times, Engadget, Hackread, Tom's Hardware, GovInfoSecurity.com, Windows Report, Straight Arrow News, PC Gamer, Mashable, TechCrunch, Petri IT Knowledgebase, Cyber Security News, Tom's Guide, XboxEra, The Stack, How-To Geek, CRN, Forbes, and Windows Central
X: @alaskaairnews, @azuresupport, @msft365status, @msft365status, @itguysocal, @chrispavlovski, @downdetector, @azuresupport, @msft365status, @mpecsinc, @racheltobac, @bdsams, @itiswattles, @jordancates, and @rasaljaya. LinkedIn: Erik Dahl. Bluesky: @lauren.rotatingsandwiches.com
Mastodon: @leyrer@23.social, @plwt@mstdn.social, @bortzmeyer@mastodon.gougere …, and @bortzmeyer@mastodon.gougere …
Forums: r/technology, r/technology, and r/europe
| Microsoft: |
Microsoft reports Q1 revenue up 18% YoY to $77.7B, vs. $75.3B est., net income up 12% to $27.7B, and More Personal Computing revenue up 4% to $13.8B — Microsoft Cloud and AI Strength Drives First Quarter Results REDMOND, Wash. — October 29, 2025 — Microsoft Corp. today announced …
More: SiliconANGLE, The Register, Microsoft Corp., Thurrott, Neowin, ABC News, Pure Xbox, Blockchain.News, Windows Report, Constellation Research, and XboxEra
X: @satyanadella, @kdaigle, @beth_kindig, @thetranscript_, @economyapp, @thetranscript_, @thetranscript_, @munster_gene, @benbajarin, @beth_kindig, @jimcramer, and @danielnewmanuv
LinkedIn: Jibran Jamshad and Christopher Schmidt
| Ashley Capoot / CNBC: |
More: Blockchain.News, Benzinga, Bloomberg, and Yahoo Finance
| Jennifer Maas / Variety: |
More: The Verge, Windows Central, GamesRadar, Media Play News, The Hollywood Reporter, and Notebookcheck
X: @shinobi602, @paultassi, @destinlegarie, and @oliver_drk
| Reuters: |
Sources: OpenAI is preparing for an IPO that could value it at ~$1T and has looked at raising $60B+, filing as soon as H2 2026 and listing in 2027 — OpenAI is laying the groundwork for an initial public offering that could value the company at up to around $1 trillion …
More: Bloomberg, NDTV Profit, and SiliconANGLE
X: @buccocapital and @firstadopter
Forums: r/singularity, r/wallstreetbets, and r/OpenAI
| Wall Street Journal: |
Sources: OpenAI's restructuring, approved by California's AG, paves the way for an IPO as soon as 2027; Sam Altman says an IPO is likely but gave no timeframe — Company assured state officials that it would stay in California as it continues global expansion, which could include a public offering as soon as 2027
More: OpenAI, Financial Times, Implicator.ai, The Information, and Axios
| Cursor: |
Cursor launches Cursor 2.0, with its first coding model, Composer, that it says is 4x faster than similar models, and a multi-agent interface — Today, we're releasing two big updates that make Cursor the best place to work with agents: our first coding model, Composer, and a new interface for working with many agents in parallel.
More: Cursor, Simon Willison's Weblog, Simon Willison's Weblog, Forrester, TestingCatalog, Implicator.ai, and Bloomberg
X: @designcoursecom, @dhinchcliffe, @grinich, @srush_nlp, @danshipper, @amanrsanger, @rseroter, @bebischof, @stuart_sul, @cursor_ai, @swyx, @theo, @brextonpham, @samkottler, @jayair, @kregenrek, @heyrapto, @thekitze, @samuel_spitz, @apartovi, @ericzakariasson, @haltakov, @andrewfarah, @nickadobos, @ryolu_, @benln, @cursor_ai, @kieranklaassen, @dorialexander, @danperks, @sujayakar314, @jediahkatz, @nickadobos, @benln, @juliaaneagu, @austinnickpiel, @petergyang, @cedric_chee, @leerob, @alexreibman, @rileybrown_ai, @iannuttall, @donvito, @ai_for_success, @sullyomarr, @altryne, @richard_tabor, @n_s_bradford, @johnlindquist, @tlakomy, @corbin_braun, @deyneka_e, @davidrfgomes, @jasonbud, @firt, @nettofarah, @benjamincrozat, @jakelindsay, and @natolambert. Bluesky: @colindurant
Forums: Hacker News and r/cursor
| Financial Times: |
Nvidia becomes the world's first $5T company after closing up 3% on Wednesday, having hit a $4T market cap in July; NVDA is up about 90% in the past six months — US chip giant's stock propelled by strong sales of AI systems and prospect of access to China
More: CNBC, New York Times, Tom's Hardware, The Verge, Wall Street Journal, CNN, Bloomberg, Fortune, VideoCardz.com, Shacknews, PYMNTS.com, and UPI
X: @deitaone, @zerohedge, and @jphilllllll
Bluesky: @martinsfp, @lorak, and @justinhendrix
Forums: r/technews, r/StockMarket, r/atrioc, and r/technology
| Greg Otto / CyberScoop: |
A former L3 Harris executive pleads guilty in a US district court to selling eight zero-day exploits to a Russian broker in exchange for millions of dollars — An ex-L3 Harris executive pleaded guilty to two counts of theft of trade secrets Wednesday, admitting to selling eight zero …
More: US Department of Justice, TechCrunch, CNN, Wired, ABC, Bloomberg, Reuters, Townhall, UPI, and The Cyber Express
Bluesky: @pwnallthethings, @pwnallthethings, @pwnallthethings, @pwnallthethings, @malwaretech.com, and @joemenn
| Alex Heath / Sources: |
Sources: YouTube reorganizes its leadership team, with three product teams reporting to CEO Neal Mohan, and announces a “voluntary exit program” for US staff — Neal Mohan's internal memo about YouTube's “next frontier” and opt-in layoffs. — ∙ Paid
More: TechCrunch, The Wrap, The Hollywood Reporter, Business Insider, Billboard, Variety, and The Wrap
X: @morqon, @carlfranzen, @jaywash, @richlightshed, and @alexeheath
Bluesky: @carnage4life and @alexeheath.com
| Abner Li / 9to5Google: |
Google starts rolling out the Gemini for Home voice assistant in early access in the US, on Nest devices set to English — Google is beginning to roll out the Gemini for Home voice assistant in the US for devices set to English on all Nest speakers and displays from the past decade.| MacKenzie Sigalos / CNBC: |
Amazon opens Project Rainier, an $11B AI data center on 1,200 acres in Indiana that trains and runs Anthropic's AI models using 500K+ Amazon Trainium 2 chips — NEW CARLISLE, Indiana — A year ago, it was farmland. Now, the 1,200-acre site near Lake Michigan is home to one of the largest operational AI data centers in the world.| Sara Fischer / Axios: |
Apollo Global reaches a deal to sell AOL to Bending Spoons, sources say in a deal valued at ~$1.5B; AOL has about 30M MAUs across its email and web properties — Apollo Global Management has reached a deal to sell AOL to Italian tech holding group Bending Spoons in a deal valued at roughly $1.5 billion, Axios has learned.| Cristina Criddle / Financial Times: |
Character.ai plans to limit under-18s to two hours of conversations per day, gradually reducing the time limit before banning them completely from November 25 — Move comes following growing public and regulatory scrutiny over safety of the technology for young users| Fortune: |
Sources: Mastercard is in late-stage talks to acquire the crypto and stablecoin infrastructure startup Zerohash for between $1.5B and $2B — Mastercard's stock has moved in response to reports of stablecoin interest from banks and large merchants like Amazon and Walmart.
More: Decrypt, Axios, CoinDesk, The Block, BeInCrypto, Reuters, Coinpedia Fintech News, and Watcher Guru. LinkedIn: Leo Schwartz
| Jess Weatherbed / The Verge: |
YouTube is using AI to upscale videos uploaded at between 240p and 720p to “HD” and plans to offer 4K upscaling “in the near future”; users can opt out — The platform is optimizing its TV experience with new resolution upscaling and shopping features.| Lucinda Shen / Axios: |
Sources: Consensys, maker of crypto wallet MetaMask, plans to go public, with JPMorgan and Goldman Sachs leading its IPO; Consensys was valued at $7B in 2022 — Crypto company Consensys has picked JPMorgan and Goldman Sachs to lead its IPO, Axios Pro has learned.
More: CoinDesk, Decrypt, The Block, FinanceFeeds, Blockonomi, and Crypto Briefing
| Dylan Butts / CNBC: |
Samsung reports Q3 revenue up 8.85% YoY to ~$60.5B, vs. ~$60.4B est., and operating profit up 32.9% YoY to ~$8.57B, vs. ~$7.9B est., more than doubling from Q2 — Samsung Electronics reported a rebound in earnings on Thursday, with operating profit more than doubling from the previous quarter on a rebound in its chip business.
More: Bloomberg, Samsung Newsroom, and Reuters
| Pooja Rajkumari / TheStreet: |
Crypto media company Blockworks is closing its newsroom, launched in 2021, and will focus on software and data, continuing its main newsletters and podcasts — Founded in 2017, the crypto media outlet says the move marks the next phase of its growth. — Blockworks, a leading crypto media company … | Bloomberg: |
Etsy appoints Chief Growth Officer Kruti Patel Goyal as its new CEO, starting January 1, 2026, replacing Josh Silverman after eight years in the role — Online marketplace Etsy Inc. will elevate Chief Growth Officer Kruti Patel Goyal to the CEO job, entrusting the company veteran with navigating …
More: PYMNTS.com, Motley Fool, TechCrunch, Retail Dive, Retail TouchPoints, Fashionista, and Etsy, Inc.
| Dee-Ann Durbin / Associated Press: |
Uber plans to launch its first robotaxi in the San Francisco Bay Area in late 2026, built on Lucid's Gravity SUV, after testing 100 cars in the coming months — Add AP News on Google Add AP News as your preferred source to see more of our stories on Google. Share| Rashi Shrivastava / Forbes: |
Sources: Synthesia, which helps companies generate videos with AI avatars, raised $200M led by GV at a $4B valuation, up from a $2.1B valuation in January — Alphabet's venture firm GV is leading the round, which nearly doubles Synthesia's valuation, per three sources.
More: SiliconANGLE
| Wall Street Journal: |
Amazon, UPS, Target, GM, and other major US companies are laying off tens of thousands of white collar workers, as executives hope AI can handle their workload — Layoffs at companies ranging from Amazon to Target are sending young and experienced workers alike into an unwelcoming market
More: Axios, Fortune, TheStreet, Techstrong.ai, Bloomberg, and GeekWire
LinkedIn: Peter Horst and Edward Voelsing
Forums: r/MiddleClassFinance, r/technology, and r/jobs
Sponsor Posts
Command Line:
Bringing local models and sandboxed tools to Windows and GitHub Copilot — GitHub Copilot will soon determine when a task is best handled by on-device AI and when it needs cloud-scale models.
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Sources:
Qualcomm's CEO on the coming AI phone supercycle
Candid conversations with the leaders shaping what's next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a decade.
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The Upstarts Podcast:
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