Techmeme
November 3, 2026, 1:00 PM

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 …
Michael Acton / Financial Times:
Sarah Perez / TechCrunch:
Dave Lee / Bloomberg:
Marcus Mendes / 9to5Mac:
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 …
New York Times:
Google plans to make it easier to restrict its AI tools for students in early 2027, but says schools that block AI entirely will lose student access to Search  —  Google is making it easier to restrict its A.I. tools for students.  But schools that block A.I. entirely will lose student access to Google's search engine.
Jeff John Roberts / Fortune:
Binance says North Korean hackers stole $6.3B through a months-long scheme with fake LinkedIn job interviews and an ad campaign to deliver malicious software  —  Binance on Tuesday disclosed that North Korean hackers used a mix of social engineering and malicious software to pull off …
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 ex-US Army Secretary Dan Driscoll to oversee national security modernization, as it pushes to secure government contracts and shape military policy  —  Driscoll will advise on ways AI could bolster U.S. security capabilities and cyber defenses  —  OpenAI has appointed former …
Financial Times:
Sources: Nvidia verbally told cloud compute clients they must sell 51%+ of their services to non-Chinese companies, as the US further limits China's chip access  —  Nvidia is ordering its data centre partners to reduce exposure to Chinese customers in a move that further restrains China's ability …
Julie Bort / TechCrunch:
S-1: Anthropic says it may “imminently meet” its RSI threshold and may not identify “a significant acceleration” in its development until after it has occurred  —  While much attention has focused on the updated financials Anthropic revealed in its revised S-1A on Monday …
Bailey Lipschultz / Bloomberg:
Lance Whitney / ZDNET:
Microsoft updates Windows 11 to make PCs with 8GB of RAM up to 20% more responsive and multitasking up to 40% faster in lab tests, utilizing memory compression  —  The latest updates to Windows 11 offer improvements in speed, performance, and memory management.  —  ZDNET's key takeaways
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 …
Emma Roth / The Verge:
Rockstar plans to let users pre-load GTA VI on November 10, ahead of its November 19 launch, and says the game requires up to 212GB “depending on your device”  —  Rockstar says to make sure you have ‘ample space’ on your device. … You're going to need a lot of extra storage space …
James Rundle / Wall Street Journal:
CrowdStrike agrees to buy Fiddler AI, which helps monitor AI agents, for ~$400M, and Dreadnode, an automated security AI testing tool, for ~$95M, mostly in cash  —  The deals come as companies deploy AI agents faster than some security teams can establish controls
WebBrain:
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Adriano Marchese / Wall Street Journal:
Shopify reports Q3 revenue up 32% YoY to $3.74B, vs. $3.75B est., GMV up 29% to $119.15B, net income up 75% to $462M, and adjusted EPS of $0.49; SHOP falls 5%+  —  The ecommerce company's third-quarter revenue rose to $3.74 billion from $2.84 billion  —  Shopify reported higher third-quarter profit …
The Information:
Sources: Anthropic has told investors in recent meetings that its 15-person chip design team is using Claude for engineering and design work on its custom chips  —  Anthropic's AI models have helped uncover serious cyber vulnerabilities and transform the software coding profession.

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Zoho:
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IDrive:
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