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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.

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From Mediagazer

Thomas Buckley / Bloomberg:
Sources: Disney eyes laying off thousands, asking some managers to target 20% in annual cost savings, which could come from job cuts and expense reductions

Blake Brittain / Reuters:
The NYT, the New York Daily News, and others sue browser maker Brave for allegedly scraping their articles for AI training and letting users bypass paywalls

Laya Neelakandan / CNBC:
Versant reports Q3 revenue down 4% YoY to $1.59B, EPS of $0.34, vs. $0.05 est., platforms revenue up 10%, ad revenue down 5%, and reaffirms its FY 2026 guidance

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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