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October 31, 2025, 5:45 AM
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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, Yahoo Finance, The Information, Proactive, and Reuters
| 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: Fortune India, CNBC, Analytics India Magazine, and Thurrott
X: @deitaone, @benbajarin, @quinnypig, @joecarlsonshow, @munster_gene, @qualityinvest5, @munster_gene, @kobeissiletter, @amitisinvesting, @andrewcurran_, @quinnypig, @liebermanaustin, @benbajarin, @beth_kindig, @quinnypig, @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 …
More: RTÉ, The Guardian, Reuters, diginomica, UPI, The Information, The Register, and Runtime
| Taylor Soper / GeekWire: |
More: Moneycontrol, Business Insider, MediaNama, NDTV Profit, Gizmodo, CNN, and The Wrap
| Pritam Biswas / Reuters: |
Filing: Gloo, a developer of AI tools for Christian churches with ex-Intel CEO Pat Gelsinger as its head of technology, seeks an $873.4M valuation in its US IPO — Gloo Holdings, a religious-oriented technology firm, is seeking a valuation of up to $873.4 million in its U.S. initial public offering …
More: The Guardian, Tom's Hardware, US SEC, Semafor, Gizmodo, PC Gamer, and Benzinga
Forums: r/atheism and r/ABoringDystopia
| 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: Six Colors, 9to5Mac, The Verge, Business Standard, Reuters, Mobile World Live, Fortune India, Benzinga, Digit, Agence France-Presse, SiliconANGLE, MacRumors, DigiTimes, The Indian Express, Dow Jones Newswires, The Information, CNBC, Daring Fireball, The Economic Times, BGR, AppleInsider, Macworld, Yahoo Finance, ZeroHedge News, Capital Brief, Cult of Mac, AppleInsider, AppleInsider, Philip Elmer‑DeWitt, Axios, AppleInsider, MacRumors, Financial Times, Appleosophy, 9to5Mac, and MarketWatch
X: @kobeissiletter, @munster_gene, @munster_gene, @thetranscript_, @jimcramer, @appleinsider, @ft, @susanlitv, and @munster_gene
Mastodon: @marcoarment@mastodon.social, @lapcatsoftware@mastodon …, and @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: The Economic Times, Digital Music News, Business Standard, Neowin, DigiTimes, The Indian Express, 9to5Mac, iClarified, PYMNTS.com, TidBITS, Thurrott, iDrop News, AppleInsider, Six Colors, Quartz, Benzinga, Investor's Business Daily, BGR, Daring Fireball, and Constellation Research
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: |
More: Benzinga, Sports Business Journal, TheDesk.net, Barron's Online, Livemint, Yahoo Finance, and Variety
X: @thewrap, @lanceulanoff, and @inafried
| Mike Wheatley / SiliconANGLE: |
Samsung says it's partnering with Nvidia to build an “AI Megafactory” and deploy over 50K of Nvidia's most advanced GPUs to embed AI in its chipmaking process — Samsung Electronic Co. Ltd. said today it's partnering with Nvidia Corp. to build an “AI Megafactory” … | 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.| 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, and Business Wire
| 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: Twilio Inc.
| 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: Reddit Upvoted, Blockchain.News, and Reuters
| 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.| Jess Weatherbed / The Verge: |
More: Business Insider, Engadget, The Stanford Daily, TechRadar, and TestingCatalog
X: @openai, @venturetwins, @gabrielpeterss4, @gabrielpeterss4, @nickadobos, @openai, 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 … | 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.| Alice Tecotzky / Business Insider: |
SEC filing: Snowflake says an executive shared unauthorized financial guidance with an Instagram influencer; an Oct. 26 video interview features CRO Mike Gannon — - Snowflake filed an 8-K after an exec gave financial guidance in an influencer's video. — The data-storage company said investors … | 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 … | 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 …
More: Bloomberg, RTÉ, and Nonconsensus
| 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, The Times, Moneycontrol, Stuff, Fast Company, SmartCompany, TechCity, Analytics India Magazine, How-To Geek, ZDNET, and 9to5Mac
X: @dylanmcd8, @theo, @invesquotes, @luciascarlet, @aldnmarki, @affinity, @affinity, and @canva
Bluesky: @paularmstrongtbd and @voxparlour
| Mackenzie Weinger / Axios: |
The US CBP signs a two-year deal with AI logistics company Altana, and will use its platform for real-time trade enforcement, forced labor detection, and more — U.S. Customs and Border Protection is expanding its work with supply chain management firm Altana, signing a two-year federal contract … | 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.| 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, Analytics India Magazine, CyberScoop, TestingCatalog, and SiliconANGLE
X: @chrisrohlf, @shaunralston, @btibor91, @hkashfi, @cryps1s, @gdb, @embeddedsec, @openai, @tenreirodaniel, and @deredleritt3r
LinkedIn: Michael N., Dor Liniado, and Anshuman Bhartiya
| Reuters: |
Letter: Nexperia suspends supplies of wafers to its Chinese assembly plant, citing a failure to “comply with the agreed contractual payment terms” — Dutch chipmaker Nexperia has suspended supplies of wafers to its Chinese assembly plant, a letter addressed to its customers reviewed …
More: Bloomberg and Silicon UK
| Janko Roettgers / The Verge: |
YouTube is revamping its TV app to mimic paid streamers like Netflix, organizing videos by seasons and episodes, blurring the lines between pro and user content — YouTube's TV app is starting to look a lot more like Netflix, further blurring the lines between traditional TV and creator shows.Sponsor Posts
Niantic Spatial:
World models need real-world data — Scaniverse is the gateway to spatial services — self-serve and built for AI and robotics. Large-area 3D reconstruction from 360° cameras and precise localization, anywhere machines operate.
World models need real-world data — Scaniverse is the gateway to spatial services — self-serve and built for AI and robotics. Large-area 3D reconstruction from 360° cameras and precise localization, anywhere machines operate.
Zoho:
Meet Zoho Books MCP: Bring AI-powered accounting to your business — Isn't change the only constant? And that holds true for accounting too. For years, accounting software has helped businesses manage their finances …
Meet Zoho Books MCP: Bring AI-powered accounting to your business — Isn't change the only constant? And that holds true for accounting too. For years, accounting software has helped businesses manage their finances …
IDrive:
Protecting your Cloud Applications Data — Backing up Office 365, Google Workspace, Dropbox & Salesforce 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 & Salesforce data is critical to preventing data loss or corruption, complying with laws and avoiding critical downtime in case of a disaster.
Anuma:
The Private AI That Remembers — Anuma is the all-in-one AI platform with private, portable memory. Chat, text, create, build, and solve across every model.
The Private AI That Remembers — Anuma is the all-in-one AI platform with private, portable memory. Chat, text, create, build, and solve across every model.Featured Podcasts
Lenny's Podcast:
Why cultivating agency matters more than cultivating skills in the AI era | Max Schoening (Head of Product, Notion)
Interviews with world-class product leaders and growth experts to uncover actionable advice to help you build, launch, and grow your own product.
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Big Technology Podcast:
OpenAI's User Growth Miss, Musk vs. Altman, Prediction Market Ban
The Big Technology Podcast takes you behind the scenes in the tech world featuring interviews with plugged-in insiders and outside agitators.
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Training Data:
OpenAI's Greg Brockman: Why Human Attention Is the New Bottleneck
Sequoia Capital partners host conversations with leading AI builders and researchers to develop a deeper understanding of the evolving technologies and their implications.
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The Upstarts Podcast:
Runway's Cris Valenzuela: Building The Hollywood-Friendly Video AI That OpenAI Couldn't
Veteran tech reporter Alex Konrad sits down with breakout entrepreneurs taking on the status quo to shake up their fields in AI, design, nuclear energy, space, and more.
Subscribe to The Upstarts Podcast.
Hard Fork:
OpenAI's Big Reset + A.I. in the Doctor's Office + Talkie, a pre-1930s LLM
The future is already here. Each week, journalists Kevin Roose and Casey Newton explore and make sense of the latest in the rapidly changing world of tech.
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Ryan Roslansky: Turning AI Anxiety into Skills for the Future of Work
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.
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