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Techmeme
November 3, 2026, 9:10 AM
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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 …
Michael Acton / Financial Times:
Apple expects Q1 revenue to rise 7%-10% YoY, above 6% est., and gross margins of 45%-46%, below 47% est., as John Ternus says memory pricing “is unprecedented”  —  Hardware giant predicts robust sales in the holiday season but services outlook disappoints
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 …
Dave Lee / Bloomberg:
John Ternus' first earnings call was a timid, scripted affair, as Apple faces a challenging Christmas quarter and a difficult 2027; AAPL falls 4%+ pre-market  —  Apple Inc. investors and fans hoping to get an insight into the philosophy of new Chief Executive Officer John Ternus on Monday were left sorely disappointed.
Ben Schoon / 9to5Google:
Google severs ties with and bans Android TV box maker Videostrong after finding it intentionally preloaded malware to open a backdoor to control the XCPE botnet  —  Google has confirmed that an Android TV device maker snuck a backdoor for malware onto certified devices …
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 …
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”
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
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 …
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 …
Tom Wilson / Financial Times:
The UK NCSC says AI is “transforming cyber operations” and expects China and Russia to “routinely use AI cyber to achieve their geopolitical goals” by 2028  —  Head of National Cyber Security Centre set to warn security defences, particularly for critical infrastructure, are inadequate
Gareth Vipers / Wall Street Journal:
OpenAI hires former US Army Secretary Dan Driscoll to oversee national security modernization, as it pushes to secure government contracts and shape policy  —  Driscoll will advise on ways AI could bolster U.S. security capabilities and cyber defenses  —  OpenAI has appointed former U.S …
Financial Times:
Chainalysis and Elliptic expect North Korean hackers to take months to launder the Binance proceeds, utilizing scripted automation and DeFi lending protocols  —  North Korean hackers are expected to take months to launder the billions of dollars of tokens they stole last week from crypto exchange Binance …
Adriano Marchese / Wall Street Journal:
Shopify reports Q3 revenue up 32% YoY to $3.74B, vs. $3.75B est., GMV up 29% to $119.1B, net income up 75% to $462M, and adjusted EPS of $0.49; SHOP falls 15%+  —  The ecommerce company's third-quarter revenue rose to $3.74 billion from $2.84 billion  —  Shopify reported higher third-quarter profit …
OpenAI:
OpenAI partners with Cathedral to test its security defenses and revamps its Security Bug Bounty program, including quadrupling rewards for critical findings  —  We're planning our next internal security sprint at OpenAI, bringing new researchers and security partners together with our own teams …
David Pierce / The Verge:
iPad mini (2026) review: great OLED display, waterproof and dustproof, and fast A20 Pro chip, but it is expensive, no 120Hz display, and still lacks Face ID  —  The iPad Mini sometimes feels like a trap.  It is, in some ways and for some people, the perfect iPad: meaningfully larger …
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 …
Colin Demarest / Axios:
New England-based autonomous submarine startup Corridian emerges from stealth with a $38M seed led by Point72 Ventures and plans to unveil its first AUV in 2027  —  Corridian, a New England-based robo-submarine maker, exited stealth Tuesday morning alongside word of its $38 million seed.

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This is a Techmeme archive page. It shows how the site appeared at 9:10 AM ET, November 3, 2026.

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

Salon:
Salon, launched in 1995 to cover politics, culture, and more, says it is closing: “business realities of independent digital journalism have changed profoundly”

A.J. Katz / The Wrap:
LIV Golf is shutting down after five years and over $5B in Saudi backing, ending its efforts to build a TV audience on Fox and, before that, The CW

Matthew Keys / TheDesk.net:
Nexstar reports Q3 net income up 285% YoY to $250M and net revenue up 78% YoY to $2.1B, as Q3 political ads brought in $317M; results include Tegna numbers

More News

Earlier Picks

John Werner / Forbes:
Tutor Intelligence, which trains robot foundation models and builds AI warehouse robots, raised a $75M Series B led by a16z, taking its total funding to $117M
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
Ivan Mehta / TechCrunch:
Email: OpenAI plans to merge ChatGPT's Chat and Work tabs on desktop for select users before rolling it out widely; Codex “will remain a separate experience”
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
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