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October 29, 2025, 8:00 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: PYMNTS.com, CNBC, The Verge, The Guardian, Benzinga, Investor's Business Daily, New York Times, Wall Street Journal, CNBC, Mumbrella, Shacknews, The Economic Times, Capital Brief, Sherwood News, and Business Insider
X: @tanayj, @stephanie_link, @beth_kindig, @jrouldz, @convertbond, @wheelieinvestor, @qcapital2020, @ericjhonsa, @stockmarketnerd, @jbulltard1, @munster_gene, @munster_gene, @divestech, @dorialexander, @stockmktnewz, @thegarpinvestor, @rihardjarc, @munster_gene, @holysmokas, @mindset4money_x, @munster_gene, @stocksavvyshay, @martinshkreli, @munster_gene, @richlightshed, @stockmktnewz, @munster_gene, @ericjhonsa, @p_remarks, @munster_gene, and @munster_gene
| Jaspreet Singh / Reuters: |
Meta recorded a one-time income tax charge of $15.93B related to Trump's Big Beautiful Bill and expects 2025 capex of $70B-$72B, up from a $66B-$72B forecast — Meta (META.O) recorded a nearly $16 billion one-time charge in the third quarter related to U.S. President Donald Trump's Big Beautiful Bill … | 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, Thurrott, Associated Press, 9to5Google, CNBC, Android Central, Blockchain.News, Shacknews, and Constellation Research
X: @sundarpichai, @danielnewmanuv, @sundarpichai, @stocksavvyshay, @munster_gene, @andrewcurran_, @danielnewmanuv, @munster_gene, @beth_kindig, @dividenddude_x, @qualityinvest5, @dividenddude_x, @wiseman_cap, @altcap, @obsidiancap1, @lorrainetwohill, @alxai_, @jeffmcleod, @yuchenj_uw, @buccocapital, @rihardjarc, @shanecultra, @cl207, @joecarlsonshow, @noegrs_research, and @spencerhakimian
| 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, Tubefilter, Deadline, Cord Cutters News, Axios, TheDesk.net, and Shacknews
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| Jennifer Elias / CNBC: |
More: Investor's Business Daily, The Information, Benzinga, Wall Street Journal, Bloomberg, Business Insider, Livemint, MediaPost, COINOTAG NEWS, Channel NewsAsia, Proactive, The Wrap, Yahoo Finance, Quartz, and NewsMax.com
X: @munster_gene, @divestech, and @joecarlsonshow. LinkedIn: Jennifer Elias. Bluesky: @edzitron.com. Forums: r/wallstreetbets
| 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, Azure status, Reuters, The Verge, BleepingComputer, BBC, TechRadar, ZDNET, International Business Times, Engadget, Hackread, GovInfoSecurity.com, Windows Report, Straight Arrow News, Tom's Hardware, Futurism, CRN, Forbes, Associated Press, PC Gamer, TechCrunch, Neowin, GeekWire, UPI, Mashable, Petri IT Knowledgebase, Cyber Security News, Tom's Guide, XboxEra, The Stack, How-To Geek, and Windows Central
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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: The Register, Thurrott, Microsoft Corp., ABC News, Blockchain.News, Pure Xbox, Windows Report, Constellation Research, Search Engine Roundtable, and XboxEra
X: @munster_gene, @beth_kindig, @jimcramer, and @danielnewmanuv
LinkedIn: Jibran Jamshad and Christopher Schmidt
| Ashley Capoot / CNBC: |
More: Bloomberg, Benzinga, Blockchain.News, and Yahoo Finance
| 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: New York Times, CNBC, Wall Street Journal, Tom's Hardware, The Verge, Bloomberg, CNN, Fortune, VideoCardz.com, Shacknews, PYMNTS.com, and UPI
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Bluesky: @martinsfp, @lorak, and @justinhendrix
Forums: r/technews, r/StockMarket, r/atrioc, and r/technology
| 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: Simon Willison's Weblog, Forrester, Implicator.ai, and Bloomberg
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Forums: Hacker News and r/cursor
| 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
| 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
| 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, CNN, TechCrunch, Bloomberg, Wired, ABC, Reuters, Townhall, The Record, UPI, and The Cyber Express
Bluesky: @malwaretech.com and @joemenn
| 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.| 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.
More: The Keyword, GSMArena.com, ZDNET, Engadget, Forbes, Chrome Unboxed, The Verge, Mashable, Search Engine Roundtable, TechRadar, Android Central, iPhone in Canada, Android Authority, Droid Life, PCWorld, and Digital Trends
LinkedIn: David Sanchez, Rachel Praetorius, and Anish Kattukaran
| 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| 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.| 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: Axios, CoinDesk, The Block, Reuters, Coinpedia Fintech News, and Watcher Guru. LinkedIn: Leo Schwartz
| 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, 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| Karissa Bell / Engadget: |
Mark Zuckerberg says Threads has 150M DAUs, up from 100M+ in December 2024, and Meta has rolled out ads globally in the Threads feed with plans to add video ads — Ads in the Threads feed have rolled out globally and video ads are on the way. — Threads has grown to 150 million daily active users.| 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, TheStreet, Fortune, Techstrong.ai, Breitbart, Bloomberg, The Register, and GeekWire
LinkedIn: Peter Horst and Edward Voelsing
Forums: r/MiddleClassFinance, r/technology, and r/jobs
| 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 … | 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
| Maggie Eastland / Bloomberg: |
Jensen Huang says the US needs “finesse” to maintain its AI lead over China and Nvidia is an “awkward place” as President Trump meets Xi Jinping later this week — Nvidia Corp. Chief Executive Officer Jensen Huang said that maintaining the US edge in artificial intelligence … | Bloomberg: |
More: Yahoo Finance, Proactive, Implicator.ai, PC Gamer, DatacenterDynamics, Taipei Times, CNBC, and Wall Street Journal
X: @morningbrew, @bucketshopcap, @benbajarin, @rihardjarc, @_fabknowledge_, @tbu12345678, @semianalysis_, @ericjhonsa, @alexgkendall, and @drjimfan. Bluesky: @drmke
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