|
October 30, 2025, 8:55 PM
|
Mediagazer
memeorandum
WeSmirchTop News
| 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, @benbajarin, @munster_gene, @deitaone, @joecarlsonshow, @munster_gene, @qualityinvest5, @kobeissiletter, @amitisinvesting, @andrewcurran_, @liebermanaustin, @benbajarin, @beth_kindig, @munster_gene, @mr_derivatives, @stockmarketnerd, @dr_gingerballs, @realmattmoney, @patrickmoorhead, @stocksavvyshay, @stockmktnewz, @mindset4money_x, @danielnewmanuv, @amitisinvesting, @thexcapitalist, @jimcramer, @patientinvestt, @mr_derivatives, @dylan522p, and @joecarlsonshow
| 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
| 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, CNBC, AppleInsider, 9to5Mac, The Information, MacRumors, Macworld, Capital Brief, AppleInsider, AppleInsider, Axios, AppleInsider, MacRumors, Appleosophy, 9to5Mac, Dow Jones Newswires, Tom's Guide, Daring Fireball, BGR, Blockchain.News, investingLive, Yahoo Finance, Reuters, Benzinga, Deadline, Financial Times, Cult of Mac, Yahoo Finance, Philip Elmer‑DeWitt, and MarketWatch
X: @kobeissiletter, @appleinsider, @thetranscript_, @munster_gene, @munster_gene, @jimcramer, @ft, @susanlitv, and @munster_gene. 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: Thurrott, Investor's Business Daily, Quartz, Appleosophy, AppleInsider, Business Insider, iDrop News, Yahoo Finance, Proactive, Apple Must, Constellation Research, 9to5Mac, BGR, and Daring Fireball
X: @jimcramer, @anshelsag, @maxwinebach, @chriscamillo, @munster_gene, @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, 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: |
President Trump says he and Xi Jinping discussed Nvidia and other chipmakers' access to China, and that they didn't discuss approving sales of Blackwell chips — US President Donald Trump said he didn't discuss approving sales of Nvidia Corp.'s Blackwell chips to China with his counterpart Xi Jinping …
More: Cointelegraph, The Block, New York Times, Wall Street Journal, Sinocism, The Guardian, The American Bazaar, Forbes, TipRanks Financial, The Atlantic, New Republic, The Register, New York Times, New York Times, and Financial Times
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: |
| 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.
More: Investor's Business Daily, Reddit Upvoted, Blockchain.News, Bloomberg, Social Media Today, Yahoo Finance, and Reuters. Threads: @karissabe
| 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, Engadget, Stuff, Fast Company, 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
| 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.| 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, ZDNET, PCMag, Business Insider, and Inc.com
X: @openai, @venturetwins, @gabrielpeterss4, @gabrielpeterss4, @openai, @nickadobos, and @openai. Forums: r/OpenAI
| 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
| 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 … | 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
| 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
| 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
| 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: TechCrunch, The Information, and Reuters
| 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.| 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
| 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, Decrypt, Proactive, CoinDesk, and The Information
| Cecilia D'Anastasio / Bloomberg: |
Roblox reports Q3 revenue up 48% YoY to $1.36B, DAUs up 70% YoY to 151.5M, above 132.3M est., bookings up 70% YoY to $1.9B, above $1.7B est.; RBLX drops 10%+ — Roblox Corp. reported its best quarter ever with daily active users beating analysts' expectations on the heels of three hit games.
More: Morningstar, CNBC, Investor's Business Daily, and Roblox
| 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.| 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.Sponsor Posts
Google:
Try Gemini 3 Pro — Google's newest and most intelligent AI model that helps you bring any idea to life
Try Gemini 3 Pro — Google's newest and most intelligent AI model that helps you bring any idea to life
Shopify:
Shopify's new AI commerce stack — Their VP of Product digs into just-launched products to help entrepreneurs and developers build with the latest AI and tech.
Shopify's new AI commerce stack — Their VP of Product digs into just-launched products to help entrepreneurs and developers build with the latest AI and tech.
Zoho:
Email fatigue is real: Here's how smart email tools help you regain control — Picture this: It's Monday morning. You walk into the office feeling energized and ready to take on the week.
Email fatigue is real: Here's how smart email tools help you regain control — Picture this: It's Monday morning. You walk into the office feeling energized and ready to take on the week.
IDrive:
Protecting your Cloud Applications Data — Backing up Office 365, Google Workspace, Dropbox & Box data is critical to preventing data loss or corruption, complying with laws and avoiding critical downtime in case of a disaster.
Protecting your Cloud Applications Data — Backing up Office 365, Google Workspace, Dropbox & Box data is critical to preventing data loss or corruption, complying with laws and avoiding critical downtime in case of a disaster.Featured Podcasts
Channels with Peter Kafka:
"Neither Side Is Used to Losing." Lucas Shaw on What's Next for Netflix and Paramount in the Battle for Warner Bros.
Media and tech aren't just intersecting - they're fully intertwined. To understand how those worlds work, Peter Kafka talks to industry leaders, upstarts and observers.
Subscribe to Channels with Peter Kafka.
Uncapped with Jack Altman:
Saam Motamedi from Greylock Partners
Conversations with people I admire about things I'm genuinely interested in.
Subscribe to Uncapped with Jack Altman.
Invest Like the Best:
Henry Ellenbogen - Man Versus Machine
The leading destination to learn about business and investing. We do this by showcasing exceptional talent and ideas.
Subscribe to Invest Like the Best.
Grit:
How Evan Spiegel Is Building the Future of Computing
Grit explores what it takes to create, build and scale world-class organizations.
Subscribe to Grit.
Acquired:
10 Years of Acquired (with Michael Lewis)
Learn the playbooks that built the world's greatest companies - and how you can apply them as a founder, operator, or investor.
Subscribe to Acquired.
Tools and Weapons with Brad Smith:
Ted Sarandos: Netflix and how tech changed storytelling
Microsoft Vice Chair and President Brad Smith speaks with leaders in government, business, and culture to explore the most critical challenges at the intersection of technology and society.
Subscribe to Tools and Weapons with Brad Smith.
About This Page
This is a Techmeme archive page. It shows how the site appeared at 8:55 PM ET, October 30, 2025.
The most current version of the site as always is available at our home page. To view an earlier snapshot click here and then modify the date indicated.
From Mediagazer
New York Times:Ivan Mehta / TechCrunch:
Associated Press:
Upcoming Tech Events
More News
| Maximilian Henning / Euractiv: |
More: heise online News. LinkedIn: Daniel Melin and Benjamin Thorne
Forums: r/opensource, r/worldnews, r/europe, r/technology, r/degoogle, r/Quebec, r/BuyFromEU, Beehaw, and Slashdot
| @appliedcompute: |
More: CyberScoop, SiliconANGLE, and Applied Compute
X: @lanjiang653, @shreyanj98, @andyfang, @sarahchieng, @breeves08, @mavolpi, @danintheory, @snider13_, @ypatil125, @saquon, @brendanfoody, @nickaturley, @daniellewis, @derhacobian, @vinj_ai, @khoomeik, @thebrunchguy, @michejafang, @lulumeservey, @at_code_wizard, @graceisford, @silasalberti, @velvetatom, @deenashakir, @bargava, @charliecurnin, @carloagostinel2, @lindensli, @swrosh, @liamfedus, @dipenjparekh, @swyx, @victoralazarte, @kayrgeorge, @michaelzchen5, @rhythmrg, @willdepue, @maanavkhaitan, @andreashuyuwang, @jeffreygwang, @walden_yan, @officiallogank, @apartovi, @farshchi, @theomarcu, @wolfejosh, @josephinekchen, @ashwinramaswami, @ishanit5, @jacob_dphillips, @lux_capital, @casspi18, @russelljkaplan, @shreshthrajan, @apartovi, @chetanp, @yunyu_l, @mvpatel2000, @benscharfstein, @kushal1t, @jacobianneuro, @rachelsupark, @abhidesa1, @scottwu46, @eladgil, @kokoxsu, @milesmccain, @tbpn, and @isafulf
| Will Knight / Wired: |
X: @0xkyon, @trevormccrt1, @extropic_ai, @deryatr_, @ludwigabap, @ilyashairline, @blip_tm, @kaelandon, @code_star, @jasonjoyride, @packym, @xcellect, @prof_wiley, @liron, @seconds_0, @murage_kibicho, @neilmcdevitt_, @archiexzzz, @anjneymidha, @aphysicist, @dystopiabreaker, @daniellefong, @victortaelin, @aaron_defazio, @iterintellectus, @extropic_ai, @justxashton, @basedbeffjezos, @trevormccrt1, @mattbeane, @brianroemmele, @pronounced_kyle, @cloneofsimo, @rohanpaul_ai, @genejchan, @chrisprucha, @brandonjcarl, @xlr8harder, @mattpirkowski, @aileaksandnews, @brianroemmele, @amasad, @tetsuoai, @tenobrus, @nathanlands, @ai_for_success, @bubblebabyboi, @nexuist, @sqs, @const_reborn, @tenderizzation, @mrgoldbro, @romanhelmetguy, @gillverd, @jakehalloran1, @cloneofsimo, @newindustrials, @alenribic, @sanyam_singhal_, @stevejang, @melqtx, @dr_singularity, @reedbndr, @bwinterrose, @kimmonismus, @benjamindekr, @brianroemmele, @deanwball, @samschmitz, @gillverd, @mark_cummins, @hansmast, @dmattin, and @eevmanu
| Jagmeet Singh / TechCrunch: |
| New York Times: |
Earlier Picks
| Marc Schneider / Billboard: |
| Jess Weatherbed / The Verge: |
| Joseph Menn / Washington Post: |
| Wall Street Journal: |
More: Popular Information, TheStreet, Straight Arrow News, The Independent, and Bitcoin Insider
LinkedIn: John C. Bussey. Bluesky: @tiffanymuller, @maxboot, @normeisen, @ronfilipkowski, @justinhendrix, @kenvogel, and @noahshachtman
| Adamya Sharma / Android Authority: |