| Meta: |
Meta reports Q3 revenue up 26% YoY to $51.2B, vs. $49.4B est., net income down 83% YoY to $2.7B, and family DAP up 8% to 3.54B for September; META drops 8%+ — Meta Platforms, Inc. (Nasdaq: META) today reported financial results for the quarter ended September 30, 2025.| Jonathan Vanian / CNBC: |
| Jaspreet Singh / Reuters: |
| Alphabet: |
Alphabet reports Q3 revenue up 16% YoY to $102.35B, vs. $99.89B est., Cloud revenue up 34% to $15.16B, and net income up 33% to $34.98B; GOOG jumps 5%+ — Alphabet Announces Third Quarter 2025 Results| Todd Spangler / Variety: |
Alphabet reports YouTube's Q3 ad revenue rose 15% YoY to $10.26B, vs. $10.01B est., and Google's ad revenue reached $74.18B, up from $65.85B in Q3 2024 — YouTube, the internet's biggest video streaming platform, continues to flex its muscles as an advertising powerhouse … | Jennifer Elias / CNBC: |
| Microsoft: |
Microsoft reports Q1 revenue up 18% YoY to $77.7B, vs. $75.3B est., net income up 12% YoY to $27.7B, and More Personal Computing revenue up 4% YoY to $13.8B — Microsoft Cloud and AI Strength Drives First Quarter Results REDMOND, Wash. — October 29, 2025 — Microsoft Corp. today announced … | Ashley Capoot / CNBC: |
| Reuters: |
Sources: OpenAI is preparing for a US IPO that could value it at ~$1T and has explored raising $60B+, filing as soon as H2 2026, and listing in 2027 — OpenAI is laying the groundwork for an initial public offering that could value the company at up to around $1 trillion … | Mackenzie Hawkins / Bloomberg: |
President Trump says he and Xi Jinping discussed Nvidia and other chipmakers' access to China, and that they didn't discuss approving sales of Blackwell chips — US President Donald Trump said he didn't discuss approving sales of Nvidia Corp.'s Blackwell chips to China with his counterpart Xi Jinping … | Jonathan Vanian / CNBC: |
Microsoft says an issue that impacted a subset of Microsoft 365 and Azure services for several hours on October 29 has now been mitigated — Microsoft was hit with outages in its Azure cloud and 365 services on Wednesday, hours before the company's scheduled earnings release.| Dylan Butts / CNBC: |
Samsung reports Q3 revenue up 8.85% YoY to ~$60.5B, vs. ~$60.4B est., and operating profit up 32.9% YoY to ~$8.57B, vs. ~$7.9B est., more than doubling from Q2 — Samsung Electronics reported a rebound in earnings on Thursday, with operating profit more than doubling from the previous quarter … | Adamya Sharma / Android Authority: |
Google updates Play Store policy in the US to let developers link to external app stores and payment options, following the Epic v. Google injunction — Android users in the US are finally getting real app store freedom. — • — TL;DR — Google is opening up the Play Store in the US … | Financial Times: |
Nvidia becomes the world's first $5T company after closing up 3% on October 29, having hit a $4T market cap in July; NVDA is up about 90% in the past six months — US chip giant's stock propelled by strong sales of AI systems and prospect of access to China| Cursor: |
Cursor launches Cursor 2.0, with its first coding model, Composer, that it says is 4x faster than similar models, and a multi-agent interface — Today, we're releasing two big updates that make Cursor the best place to work with agents: our first coding model, Composer, and a new interface for working with many agents in parallel.| Greg Otto / CyberScoop: |
A former L3Harris executive pleads guilty in a US district court to selling eight zero-day exploits to a Russian broker in exchange for millions of dollars — An ex-L3 Harris executive pleaded guilty to two counts of theft of trade secrets Wednesday, admitting to selling eight zero-day exploits … | Alex Heath / Sources: |
Sources: YouTube reorganizes its leadership team, with three product teams reporting to CEO Neal Mohan, and announces a “voluntary exit program” for US staff — Neal Mohan's internal memo about YouTube's “next frontier” and opt-in layoffs. — ∙ Paid| Fortune: |
Sources: Mastercard is in late-stage talks to acquire crypto and stablecoin infrastructure startup Zerohash for between $1.5B and $2B — Mastercard's stock has moved in response to reports of stablecoin interest from banks and large merchants like Amazon and Walmart.| Wall Street Journal: |
Sources detail how Binance boosted the Trump family's World Liberty Financial by facilitating a $2B purchase of USD1 and building its tech ahead of CZ's pardon — Giant crypto exchange facilitated $2 billion purchase of World Liberty's stablecoin and built its technology; clemency for Changpeng Zhao surprised some in administration| Lucinda Shen / Axios: |
Sources: Consensys, maker of crypto wallet MetaMask, plans to go public, with JPMorgan and Goldman Sachs leading its IPO; Consensys was valued at $7B in 2022 — Crypto company Consensys has picked JPMorgan and Goldman Sachs to lead its IPO, Axios Pro has learned.| Abner Li / 9to5Google: |
Google starts rolling out the Gemini for Home voice assistant in early access in the US, on Nest devices set to English — Google is beginning to roll out the Gemini for Home voice assistant in the US for devices set to English on all Nest speakers and displays from the past decade.| Financial Times: |
Google, Meta, and Microsoft collectively spent nearly $80B on AI infrastructure in Q3, dividing the market on whether they can translate huge capex into income — Alphabet, Meta and Microsoft divide the market over whether they can translate huge capital expenditure into income| Will Knight / Wired: |
Scale AI and CAIS' Remote Labor Index benchmark, which tests AI agents on freelance tasks, finds the best AI could perform just <3% of the work, earning $1,810 — A new benchmark measures how well AI agents can automate economically valuable chores. Human-level AI is still some ways off.| Emily Forgash / Bloomberg: |
Netflix, Anthropic, and others are paying researchers up to $25K to find and report flaws; HackerOne paid a record $81M in rewards in the past year, up 13% YoY — AI companies offer rewards for reported vulnerabilities. — Roni Carta's hacking skills took him from failing classes …
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| Oliver Barnes / Financial Times: |
| Katherine Sayre / Wall Street Journal: |
| Pooja Rajkumari / TheStreet: |
| Sara Fischer / Axios: |
| MacKenzie Sigalos / CNBC: |
| Cristina Criddle / Financial Times: |