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November 5, 2026, 1:05 AM
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| Reuters: |
Data center shares fall as investors expect slower AI buildout after Democrats win Congress; Hut 8 drops 23%, IREN 11%, Core Scientific 10%, Applied Digital 7% — Wall Street closed sharply higher on Wednesday as Democrats' sweeping midterm election victory eased political uncertainty …
More: The Daily Upside, International Business Times, Bloomberg, nationthailand, CNBC, and Reuters
| Bloomberg: |
More: Reuters, Investopedia, Quartz, SiliconANGLE, CNBC, and Financial Times
X: @level39, @unusual_whales, @farrmacro, @rihardjarc, @buccocapital, @pequityresearch, @conorsen, @thestalwart, and @fabknowledge. Forums: r/BetterOffline
| Katherine Schwartz / Bloomberg: |
| Emma Roth / The Verge: |
OpenAI launches Images 2.6 in ChatGPT, Codex, and the API, saying it generates images 50% faster, and adds animated GIF creation from prompts or photos — You can use ChatGPT to edit a GIF's animation speed and individual frames. … ChatGPT can now create GIFs using a prompt or a photo uploaded to the AI chatbot.
More: OpenAI, Neowin, Digit, The Decoder, Blockchain.News, The Next Web, XDA Developers, Decrypt, Mashable, TestingCatalog AI News, RuntimeWire, and RuntimeWire
X: @tokengremlin, @openaidevs, @openai, @ctrlaltdwayne, @openai, @openai, @synthwavedd, and @angaisb_
Forums: Hacker News, r/ChatGPT, and r/singularity
| OpenAI: |
OpenAI details a pipeline that used an upcoming cyber model to validate and patch 948 local privilege escalation vulnerabilities in Linux for $1.2M in API costs — Security research that once required a separate, sustained investigation for each finding can increasingly be run as a systematic process.
More: The Neuron, Cyber Security News, RuntimeWire, Blockchain.News, and Unite.AI
| Cristian Dina / The Next Web: |
Berlin-based Pliant raised an $80M Series C led by Seaya Nova and Speedinvest, as it opens its B2B payments infrastructure to AI agents — Claude, ChatGPT and in-house AI agents can now run business payments through Pliant. The Berlin fintech, past $100M in recurring revenue, will expand in North America.
More: Pliant, RuntimeWire, and PYMNTS.com
| Mark Gurman / Bloomberg: |
Sources: Apple cut some engineers' daily AI spending cap to $200 from $300 and plans cuts to as little as $100, as cost cutting stokes staff fears of layoffs — Apple Inc. is reducing employee budgets for artificial intelligence usage as part of a cost-cutting effort, even as the company seeks … | Madison Mills / Axios: |
Meta acquires Conductor, which lets developers run multiple AI coding agents in parallel; CEO Charlie Holtz says the team will join Meta Superintelligence Labs — Meta has acquired Conductor, an AI coding startup that lets software engineers manage multiple coding agents simultaneously …
More: Conductor, TechCrunch, The Register, Implicator.ai, PYMNTS.com, The Verge, and RuntimeWire
X: @charlieholtz, @thdxr, @shpigford, @bentossell, @madisonmills22, @theo, @vitorialima_42, @conductor_build, @ilyasu, @benhylak, and @nottuxedosam. Forums: Hacker News
| Ryan Christoffel / 9to5Mac: |
Apple says it will check iCloud items shared to “Anyone with the link” for “harmful content” in 27.3 OS versions, and may delete the content or disable accounts — iOS 27.3 adds lots of new iPhone features, and it also makes a change to how public iCloud links work … | Washington Post: |
Voters in 38+ US jurisdictions pass data center bans or restrictions; TV network poll: 56% said AI and data centers were a major or crucial factor in their vote — In at least 38 jurisdictions voters rejected or restricted data centers, delivering a major setback to the AI industry. — SummaryLoading...
More: NBC News, Data Centers on the Ballot, 404 Media, Wired, Ars Technica, Tom's Hardware, Reuters, Engadget, CNET, New Republic, The Verge, Semafor, The Hill, Gizmodo, Fierce Network, PC Gamer, Bloomberg, New York Post, Reason, Mashable, Capital B News, The Daily Caller, Faster Please!, Blood in the Machine, The Atlantic, PYMNTS.com, Finimize, MIT Technology Review, Bloomberg, Latitude Media, and Telegraph
X: @adamkovac, @zeynep, @junkscience, @ashleyrgold, @sarthakgh, @benbajarin, @carlquintanilla, @mikeisaac, @philaroneanu, @thestalwart, @theobertram, @daniel_271828, @rob_flaherty, @jayshooster, @richardhanania, @sachalouise, @bryancsk, @amandalfischer, @joebotxyz, @kyle_a_morse, @xenoimpulse, @stevekopack, @doomslide, @bcmerchant, @yifever, @mattparlmer, @_nathancalvin, @enpancotti, @theonebutlerian, @rmconservative, @martinskold2, @adamkovac, @tomorrowtgthr, @cwarzel, @martin_casado, @andymasley, @shakeelhashim, @dataprogress, and @mollytaft
Forums: r/politics, r/antiai, r/Anticonsumption, r/politics, r/korea, r/technology, r/wallstreetbets, and r/BetterOffline
| Bloomberg: |
Meta raised €9B from its debut euro bond sale that drew a record €53B of orders, paying ~1.4x the risk premium Alphabet offered for similar bonds this week — Meta Platforms Inc. raised €9 billion from a debut euro debt bond sale that drew a record €53 billion of orders … | David Keohane / Financial Times: |
Sources: China has told SoftBank it will not allow the $5.4B acquisition of ABB's robotics division to go ahead; China is the division's biggest market — Swiss-Swedish company's unit is focused on Chinese market and has mega-factory in Pudong — China has told SoftBank it will not allow … | Mark Stenberg / Adweek: |
Sources: Anthropic and AP struck a licensing deal just before the midterms, marking the first time Anthropic paid a digital news publisher to license content — The arrangement marks the first time the artificial intelligence firm has paid a digital news publisher to license its content| Connie Loizos / TechCrunch: |
Sequoia raised ~$10B in new funds, and announces it is shutting down its Arc accelerator and Scouts program, merging its early-stage and growth teams, and more — Sequoia Capital posted a memo to X on Wednesday morning titled “The Sequoia of Tomorrow” that's full of surprises.| Ian King / Bloomberg: |
Qualcomm reports Q4 revenue down 8% YoY to $10.3B, vs. $10.1B est., and handsets revenue down 26% to $5.14B, vs. $5.25B est.; QCOM drops 8%+ after hours — Qualcomm Revenue Will Shift Away From Handsets, CFRA's Zino Says — Video Player is loading. — Unmute — Current Time 0:00 Loaded: 19.75% Playback Rate
More: CNBC, Quartz, Yahoo Finance, iam-media.com, SiliconANGLE, and QUE.com
| Carmen Arroyo / Bloomberg: |
Sources: Goldman Sachs and Apollo are in talks with investors to sell portions of SpaceX's ~$40B chip financing, asking some for up to $500M before syndication — Goldman Sachs Group Inc. and Apollo Global Management Inc. are in talks with Wall Street investors to start selling portions …
More: Reuters
| Bloomberg: |
Qualcomm signs a multiyear SpaceX deal to supply Dragonwing hardware and network software for “tens of thousands of cell sites” for a US-wide 5G network in 2027 — Qualcomm Inc. will supply hardware components for SpaceX's planned nationwide terrestrial wireless network …
More: Qualcomm, The Elec, CNBC, Reuters, PCMag, Light Reading, Digit, Motley Fool, PhoneArena, Dow Jones Newswires, Techaeris, iPhone in Canada, ServeTheHome, Android Central, TechRadar, Yahoo Finance, ZeroHedge News, DigiTimes, The Verge, and Axios
X: @elonmusk, @starlink, @elonmusk, @qualcomm, @michaelnicollsx, @katiemiller, @aaronburnett, @cristianoamon, @sawyermerritt, and @ryanshrout
LinkedIn: Caleb Banke, Don McGuire, and Akash Palkhiwala
| Spencer Soper / Bloomberg: |
Snap reports Q3 revenue up 14% YoY to $1.72B, in line with est., and DAUs up 4% to 495M, vs. 499M est.; SNAP drops 10%+ after hours — Snap Inc. fell after the company reported third-quarter ad revenue and user growth that missed estimates, with Chief Executive Officer Evan Spiegel acknowledging that … | Financial Times: |
Sources: Microsoft rejects an option to more than double its Texas data center contract with Nscale, dealing a fresh blow to Nscale's ambitions for a $35B IPO — Fresh blow ahead of start-up's IPO as tech giant turns down option to more than double Texas data centre contract
More: Reuters
| Politico: |
Democrats who ran on data center opposition and AI regulation won Congress seats in OH, PA, WI, CO; some see a mandate to use their new gavels against Big Tech — Democrats' decisive midterms victory marked a warning shot to politicians who choose to align with the artificial intelligence industry …
More: Semafor, Axios, The Information, Wall Street Journal, Transformer, NewsMax.com, The Lever, The Hill, Quartz, Quartz, and The Verge
X: @repyassansari, @bradrcarson, @davev15, @austinahlman, @sensanders, @jacob_wendler, @davev15, @shakeelhashim, @signulll, @christopherhale, @alexrkonrad, @skeptrune, @politico, and @sherrodbrown
Bluesky: @clairewillett, @zingherpolisci, @hern, and @marklittle
Forums: Hacker News and r/accelerate
| Charles Rollet / Business Insider: |
Source: Meta has decided to stop using fruit for its AI model codenames, as they didn't suit its lofty AI ambitions; its latest model was named “Watermelon” — Meta is done with fruits. — The social media giant has internally decided to stop naming its AI models after fruit, a person familiar with the matter said.
X: @charlesrollet1, @alistairmbarr, and @andymstone
| XBOX Wire: |
Microsoft previews using smartphones as controllers for Xbox Cloud Gaming on supported smart TVs and direct Wi-Fi cloud gaming support for the Nano Controller — Starting today, we're rolling out two previews for XBOX Cloud Gaming. On supported Smart TVs, you can use your phone as a controller when you don't have one nearby.
More: Digital Trends, Windows Central, Neowin, Pure Xbox, The Verge, Windows Report, and Thurrott
| Reuters: |
Sources and company memo: Chinese NAND flash maker YMTC has put its Shanghai IPO on hold as China tightens share sale approvals; YMTC sought to raise ~$4.9B — Flash-memory chipmaker Yangtze Memory Technologies Co has put its Shanghai IPO on hold, according to a company memo and three people … | William Gavin / MarketWatch: |
AppLovin reports Q3 revenue up 55% YoY to $2.18B, above $2.07B est., and forecasts Q4 revenue above estimates; APP surges 20%+ after hours — AppLovin's stock is popping after ‘clearly positive’ earnings results — AppLovin's forecast impressed investors.
| Reuters: |
Arm reports Q2 revenue up 27% YoY to $1.44B, vs. $1.38B est., royalty revenue up 8% to $670M, vs. $720.8M est., and licensing revenue up 50% to $773M — Arm Holdings (O9Ty.F), beat Wall Street estimates for second-quarter revenue on Wednesday, driven by higher royalty payments and licensing fees … | Isaac Kasahara / Pangram: |
Pangram releases Pangram Image 1.0, which it says is state-of-the-art in AI image and AI video detection, and the smaller Image Flash 1.0 for AI video detection — State-of-the-art AI image and video detection with our latest Pangram Image models. … A few months ago, we released Pangram Image as a research preview.
More: The Elec, Pirate Wires, Engadget, Chrome Unboxed, RuntimeWire, Digital Trends, and WeRSM
| Deborah Mary Sophia / Reuters: |
Figma reports Q3 revenue up 43% YoY to $391.4M, above est., gross margin of 80%, below 81% est., and lifts its 2026 revenue outlook; FIG drops 6%+ after hours — Figma (FIG.N) is leaning on cashing in on its AI features through credits and using its first-party model to power tasks …
More: CNBC, Figma, Inc., MarketWatch, and RuntimeWire
| Rafe Rosner-Uddin / Financial Times: |
Uber reports Q3 revenue up 10% YoY to $14.8B, Gross Bookings up 20% to $59.8B, trips up 16% to 4.1B, and plans to scale its autonomous fleet to 2,000+ in 2027 — Ride-hailing group aims to have 2,000 robotaxis on road by end of next year but will still trail rival Waymo
More: CNBC, Uber, PYMNTS.com, TechCrunch, Unite.AI, Wall Street Journal, and Bloomberg
X: @eric_seufert, @squawkcnbc, @jason, @buccocapital, and @modestproposal1
| Bloomberg: |
More: The Register, TechCrunch, InsideEVs, New York Post, Inc, and Yahoo Finance
Forums: r/ValueInvesting, r/waymo, and r/SelfDrivingCars
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