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October 30, 2025, 9:10 PM
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| Annie Palmer / CNBC: |
Amazon reports Q3 AWS revenue up 20% YoY to $33B, vs. $32.42B est., and AWS operating income up 9.5% YoY to $11.4B — Amazon said Thursday that revenue in its cloud computing business increased 20% in the third quarter, exceeding analysts' estimates. — Revenue at Amazon Web Services for the third quarter totaled $33 billion.
More: SiliconANGLE, The Times, Quartz, The Information, Bloomberg, Reuters, Yahoo Finance, and Proactive
| Amazon: |
Amazon reports Q3 revenue up 13% YoY to $180.2B, a $21.2B net income vs. $15.3B in Q3 2024, and operating income flat at $17.4B; AMZN jumps 13%+ after hours — Amazon.com, Inc. (NASDAQ: AMZN) today announced financial results for its third quarter ended September 30, 2025.
More: Thurrott, GeekWire, Investor's Business Daily, and Constellation Research
X: @quinnypig, @quinnypig, @quinnypig, @munster_gene, @deitaone, @benbajarin, @joecarlsonshow, @munster_gene, @qualityinvest5, @kobeissiletter, @amitisinvesting, @andrewcurran_, @liebermanaustin, @benbajarin, @beth_kindig, @munster_gene, @mr_derivatives, @stockmarketnerd, @dr_gingerballs, @realmattmoney, @patrickmoorhead, @stocksavvyshay, @stockmktnewz, @munster_gene, @mindset4money_x, @danielnewmanuv, @amitisinvesting, @thexcapitalist, @jimcramer, @patientinvestt, @mr_derivatives, @dylan522p, and @joecarlsonshow
| Annie Palmer / CNBC: |
Amazon raises its forecast for capital expenditures to $125B in 2025, up from its earlier estimate of $118B, and says that number will likely increase in 2026 — Amazon shares jumped more than 13% in extended trading Thursday after the company posted third-quarter earnings that exceeded expectations … | Kif Leswing / CNBC: |
Apple reports Q4 revenue up 8% YoY to $102.47B, vs. $102.24B est., net income up 86% to $27.5B, and FY 2025 revenue up 6% to $416.16B — Apple reported fiscal-fourth quarter earnings on Thursday that beat analyst expectations, and provided a strong forecast for the company's December quarter.
More: The Verge, Six Colors, SiliconANGLE, CNBC, AppleInsider, 9to5Mac, The Information, MacRumors, Macworld, Capital Brief, AppleInsider, AppleInsider, Axios, Dow Jones Newswires, AppleInsider, MacRumors, Tom's Guide, Appleosophy, 9to5Mac, Daring Fireball, BGR, investingLive, Blockchain.News, Yahoo Finance, Benzinga, Deadline, Financial Times, Reuters, Cult of Mac, Yahoo Finance, Philip Elmer‑DeWitt, and MarketWatch
X: @kobeissiletter, @appleinsider, @thetranscript_, @munster_gene, @munster_gene, @jimcramer, @ft, @susanlitv, and @munster_gene. Mastodon: @jsnell@zeppelin.flights. Forums: r/wallstreetbets
| Apple: |
Apple Q4: iPhone up 6% YoY to $49.03B, vs. $50.19B est., Mac up 13% to $8.73B, iPad flat at $6.95B, and Wearables, Home, and Accessories flat at $9.01B — September quarter records for total company revenue, iPhone revenue and EPS — Services revenue reaches new all-time high
More: PYMNTS.com, Thurrott, Quartz, AppleInsider, Investor's Business Daily, Appleosophy, TidBITS, Business Insider, Yahoo Finance, Proactive, iDrop News, Constellation Research, Apple Must, BGR, and Daring Fireball
X: @jimcramer, @chriscamillo, @anshelsag, @munster_gene, @maxwinebach, @munster_gene, @lanceulanoff, @rihardjarc, and @maxwinebach. Mastodon: @Cdespinosa@mastodon.social. Forums: r/apple
| Stephen Nellis / Reuters: |
| Loree Seitz / The Wrap: |
| New York Times: |
Trump and Xi Jinping agree to a yearlong truce that rolls back many contentious tariffs and retaliatory measures; the current deal was set to expire on Nov. 10 — China agreed to suspend for a year some of its limits on exports of rare earth metals, while the U.S. halved its fentanyl-related tariffs.
More: Associated Press, Politico, Tom's Hardware, Bloomberg, Cult of Mac, Taipei Times, TheStreet, iDrop News, Atlantic Council, and Financial Times
X: @whitehouse, @secrollins, @dimi, @athanaschatz97_, and @discoplomacy
Forums: r/politics, r/TrueAnon, r/Albuquerque, r/LPOTL, r/CivPolitics, r/neutralnews, r/stupidpol, r/news, r/neoliberal, and r/politics
| Mackenzie Hawkins / Bloomberg: |
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X: @margomartin47, @scholars_stage, @saraecook, @josh_wingrove, @kathleen_tyson_, @annmarie, @calebwatney, @jchengwsj, @rapidresponse47, @usambchina, @spencerhakimian, @henrysgao, @trungtphan, @rapidresponse47, @baldingsworld, @jwdwerner, @jchengwsj, @isaacstonefish, @dimi, @margomartin47, @growing_daniel, and @nikstankovic_. LinkedIn: Nicole Rodgers
| Mark Anderson / Bloomberg: |
| Olga Kharif / Bloomberg: |
Coinbase reports Q3 revenue up 55% YoY to $1.9B, vs. $1.8B est., net income up 473% to $433M, and trading volume up 59% to $295B — Shares of Coinbase Global Inc. rose more than 4% after the largest US crypto exchange reported revenue that exceeded Wall Street's third-quarter estimates.| Ivan Mehta / TechCrunch: |
Canva launches a foundational design model that generates editable layered designs, expands Canva AI, makes Affinity free for all users, and more — Creative suite company Canva launched its own design model on Thursday that understands different layers and formats today to power its features.
More: The Verge, SmartCompany, How-To Geek, Stuff, Fast Company, Engadget, Ars Technica, PetaPixel, Creative Bloq, 9to5Mac, Hindustan Times, TechRadar, XDA Developers, The AI Economy, Inc.com, Thurrott, Computerworld, and ZDNET
X: @dylanmcd8, @theo, @invesquotes, @luciascarlet, @aldnmarki, @affinity, @affinity, and @canva
Bluesky: @paularmstrongtbd and @voxparlour
| Jonathan Vanian / CNBC: |
Reddit reports Q3 revenue up 68% YoY to $585M, vs. $546M est., and daily active uniques up 19% to 116M, vs. 114M est.; RDDT jumps 5%+ after hours — Reddit reported third-quarter earnings on Thursday in which the company beat on the top and bottom and provided strong guidance.| Reinhardt Krause / Investor's Business Daily: |
Cloudflare reports Q3 revenue up 31% YoY to $562M, vs. $544.6M est., and forecasts Q4 revenue of $589M, vs. $580M est.; NET jumps 9%+ after hours — Cloudflare (NET) reported third-quarter earnings and revenue that topped estimates. The internet firm's sales guidance came in above expectations.
More: SiliconANGLE, Investing.com, Business Wire, and Yahoo Finance
| Anna Washenko / Engadget: |
OpenAI starts to sell extra credits for Sora, which currently has a limit of 30 free gens per day; 10 video gens will retail for $4 through Apple's App Store — Expect more monetization moves from the company soon. — OpenAI has started selling power users extra credits for its Sora AI video generation tool.
X: @billpeeb and @gabrielpeterss4
| Jess Weatherbed / The Verge: |
More: Engadget, TechRadar, The Stanford Daily, ZDNET, PCMag, Business Insider, and Inc.com
X: @openai, @venturetwins, @gabrielpeterss4, @gabrielpeterss4, @openai, @nickadobos, and @openai. Forums: r/OpenAI
| Todd Spangler / Variety: |
Roku beats expectations with Q3 net income of $24.8M, vs. a net loss of $35.8M a year ago, and revenue of $1.21B, up 14% YoY; total streaming hours rose 12% YoY — Roku, the top independent streaming device and content platform company, delivered third-quarter 2025 financial results … | Arsheeya Bajwa / Reuters: |
Filing: Meta plans to raise money through bond offerings worth up to $30B; the company has said its capex next year would be “notably larger” than in 2025 — Social media giant Meta Platforms (META.O) will raise money through bond offerings worth up to $30 billion … | John Melloy / CNBC: |
Netflix announces a 10-for-1 stock split, after its shares boomed over the last three years to above $1,000 a share — Netflix announced a 10-for-1 stock split, a move that changes nothing fundamentally about the company, but could make the pricey individual shares more accessible to the retail investor.| Financial Times: |
Google, Meta, and Microsoft collectively spent nearly $80B on AI infrastructure in Q3, dividing the market on whether they can translate huge capex into income — Alphabet, Meta and Microsoft divide the market over whether they can translate huge capital expenditure into income
More: Washington Post, Wired, Business Insider, Futurism, Sherwood News, International Business Times, New York Post, Fortune, KnowTechie, Blockchain.News, The Register, Mercury News, Nonconsensus, Bloomberg, Business Insider, and New York Times
X: @dampedspring, @dampedspring, @conorsen, @kellyjgreer, @benbajarin, @benbajarin, @shanumathew93, @divestech, and @divestech. LinkedIn: Nabeel Mahmood. Bluesky: @washingtonpost.com
Forums: r/artificial and r/microsoft
| Bloomberg: |
Sources: Nvidia plans to invest $500M to $1B in AI coding startup Poolside, which is in discussions to raise $2B at a $12B valuation — Nvidia Corp. plans to invest as much as $1 billion in the artificial intelligence company Poolside, according to people familiar with the matter …
More: The Information, TechCrunch, and Reuters
| Sara Fischer / Axios: |
Milan-based Bending Spoons, which buys and seeks to revitalize tech brands like AOL, raised $710M led by T. Rowe Price at an $11B pre-money valuation — Bending Spoons, an Italian holding company that buys and seeks to revitalize tech brands like AOL, on Thursday announced a $710 million equity raise …
More: The Register, Reuters, TechRadar, Pulse 2.0, AI News, Forbes, Business Wire, The Information, and Wall Street Journal
Bluesky: @kosso.co.uk and @caseynewton
| Sabrina Ortiz / ZDNET: |
OpenAI launches Aardvark, a GPT-5-powered autonomous cybersecurity research agent that can identify and help patch vulnerabilities, in private beta — ZDNET's key takeaways — OpenAI has launched Aardvark, a cybersecurity researcher agent. — Aardvark is powered by GPT-5 and is in private beta.
More: OpenAI, The Verge, Axios, and SiliconANGLE
X: @cryps1s, @chrisrohlf, @shaunralston, @hkashfi, @embeddedsec, @tenreirodaniel, @deredleritt3r, @btibor91, @gdb, and @openai
LinkedIn: Dor Liniado and Anshuman Bhartiya
| Chris Ciaccia / Seeking Alpha: |
Twilio reports Q3 revenue up 15% YoY to $1.3B vs. $1.25B est., forecasts Q4 sales above est., agrees to buy identity platform Stytch; TWLO jumps 8%+ after hours — For the period ending Sept. 30, Twilio said it earned an adjusted $1.25 per share as revenue rose — Quick Insights
More: Investor's Business Daily, Twilio Inc., and Benzinga
| Cognition: |
Cognition releases SWE-1.5, a new coding model in Windsurf, saying it partnered with Cerebras to serve SWE-1.5 at speeds up to 13x faster than Claude Sonnet 4.5 — Today we're releasing SWE-1.5, the latest in our family of models optimized for software engineering.
More: Simon Willison's Weblog and Windsurf
| Bloomberg: |
Sources: Intel is in early-stage talks to acquire AI chip startup SambaNova, with a deal likely valuing SambaNova below its $5B valuation in 2021 — Intel Corp. is in preliminary talks to buy artificial intelligence chip startup SambaNova Systems Inc., according to people familiar with the matter.| Joseph Menn / Washington Post: |
Sources: the US Commerce Department has proposed banning TP-Link's devices, citing its ties to China; more than six departments and agencies backed the proposal — The Commerce Department has proposed barring sales of TP-Link products, citing a national security risk from ties to China, people familiar with the matter said.| Dina Bass / Bloomberg: |
Core Scientific shareholders vote to reject a $9B takeover bid by CoreWeave that proxy advisers said undervalued the data center company — Core Scientific Inc. shareholders rejected a takeover bid by CoreWeave Inc. that proxy advisers said undervalued the data center company, ending a contentious monthslong saga.
More: Financial Times, Reuters, SiliconANGLE, Proactive, CoinDesk, and The Information
| Evan Weinberger / Bloomberg Law: |
SEC filing: Meta says it is no longer facing a CFPB investigation over advertising for financial services on its platforms — Facebook and Instagram parent Meta Platforms Inc. said it is no longer facing potential penalties from the Consumer Financial Protection Bureau over advertising for financial services on its platforms.Sponsor Posts
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