Techmeme
November 3, 2026, 3:45 AM

Top News

Apple:
Apple reports Q4 revenue up 12% YoY to $114.48B, above $113.39B est., China revenue up 21% to $17.5B, below $18.9B est., in John Ternus' first earnings report  —  September quarter records for total company revenue, iPhone revenue, and EPS Services revenue reaches new all-time high CUPERTINO …
Marcus Mendes / 9to5Mac:
Apple Q4: iPhone up 17% YoY to $57.58B, above $56.54B est., Mac up 24% to $10.8B, iPad down 10% to $6.2B, and Wearables, Home, and Accessories down 8% to $8.3B  —  Apple sees Q4 revenue climb 12% year over year  —  Last year, for its fourth fiscal quarter, Apple reported $102.47 billion in revenue …
Julie Bort / TechCrunch:
S-1: Anthropic says it may “imminently meet” its RSI threshold and may fail to identify “significant acceleration” in its development until after it's occurred  —  While much attention has focused on the updated financials Anthropic revealed in its revised S-1A on Monday …
Bailey Lipschultz / Bloomberg:
S-1 update: Anthropic reports Q3 revenue up 12x YoY to nearly $17B, a $23.3B net loss, up from $12.1B in Q3 2025, and operating expenses up 292% YoY to $17.5B  —  Anthropic PBC disclosed a twelve-fold increase in quarterly revenue while revealing that it intends to spend more than $895 billion …
Ashley Capoot / CNBC:
Amended S-1: Anthropic says it has purchased commitments and lease agreements of $895.4B, “substantially all of which is related to compute and infrastructure”  —  Anthropic reported updated financials as part of an amended Form S-1 filing with the Securities and Exchange Commission on Monday …
Rikiya Takehi:
Researchers say LLMs can be good at natively reading and writing neural network weights; GPT-6 Astra edited Qwen3.5-0.8B's weights to make it better at math  —  TL;DR … If you were asked to handcraft a neural network that plays Go, what would you do?  If you were handed raw neural network weights …
Jason Shubnell / The Block:
Brazil's largest crypto exchange Mercado Bitcoin halts withdrawals after a breach involving $46M+ in assets, per Arkham; Tether froze 4.5M+ USDT in response  —  The exchange paused deposits and withdrawals after the incident, while Tether froze more than 4.5 million USDT linked to the attacker.
Samantha Subin / CNBC:
Palantir reports Q3 revenue up 96% YoY to $2.31B, above $2.18B est., US commercial revenue up 148% YoY to $984M, and raises FY 2026 revenue guidance to ~$8.53B  —  Palantir beat Wall Street's third-quarter estimates after the bell on Monday, with U.S. commercial revenue topping government …
Bruno Ferreira / Tom's Hardware:
Anthropic confirms new Claude Code limits “to steer it away from recreating someone else's specific game”, saying IP infringement is against its usage policy  —  Meanwhile, we now have direct reports of reverse engineering efforts being blocked, while online complaints grow.
Financial Times:
Sources: Nvidia verbally told cloud compute clients to sell 51%+ of their services to non-Chinese companies, imposing new limits on China's access to AI chips  —  Nvidia is ordering its data centre partners to reduce exposure to Chinese customers in a move that further restrains China's ability …
Anhata Rooprai / Reuters:
Marvell agrees to acquire optical components maker Lumentum in a $115B all-stock deal, as it aims to rival Broadcom; Nvidia invested $2B in each company in 2026  —  Marvell Technology (MRVL.O) is buying optical components maker Lumentum (LITE.O) in a $115 billion all-stock deal, including debt …
Aaron Tilley / The Information:
Sources: Apple is developing a tabletop robot with a 9" screen and a swiveling arm, set for release in 2027 or 2028 for ~$1,000, as John Ternus pushes robotics  —  Apple's new CEO John Ternus wants the company to get serious about robots, but judging by Apple's plodding progress …
David Freedlander / New York Magazine:
How Alex Bores' Who Decides seeks to make AI safety a standard Democratic position, like being pro-choice, in 2028, as tech-funded rivals vie for influence  —  In early November, in that exceedingly brief window between the midterm election and presidential-primary season …
OpenAI:
OpenAI launches the Grid Protectors Program, a US effort for its future data center campuses meant “to reduce electricity demand when the grid is under strain”  —  Today we're launching the Grid Protectors Program, a national effort to support affordable, reliable electricity …
Bloomberg:
Supermarkets in Belgium, Ireland, Sweden, Finland, and Estonia report fridge and freezer temperature spikes due to suspected hacks, echoing attacks in France  —  Supermarkets across Europe were hit by suspected cyberattacks that resulted in sudden changes in the temperatures of their fridges …

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Earlier Picks

Kelly Cloonan / Wall Street Journal:
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Washington Post:
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