| 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 … | New York Times: |
President Trump and Xi Jinping agree a yearlong truce that rolls back many contentious tariffs and retaliatory measures; the current deal expired on November 10 — China agreed to suspend for a year some of its limits on exports of rare earth metals, while the U.S. halved its fentanyl-related tariffs.| Mark Anderson / Bloomberg: |
| Keith Bradsher / New York Times: |
| 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 12%+ — Meta Platforms, Inc. (Nasdaq: META) today reported financial results for the quarter ended September 30, 2025.| Jaspreet Singh / Reuters: |
| Jonathan Vanian / CNBC: |
| Kendra Barnett / Adweek: |
Alphabet passed $100B in quarterly revenue for the first time, in Q3; Sundar Pichai says “AI Overviews drive meaningful query growth” and AI Mode has 75M DAUs — Google surged past Wall Street's Q3 estimates, with shares up over 6% in after-hours trading Wednesday. — The numbers| 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| Jennifer Elias / 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 … | 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| 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 … | Jiyoung Sohn / Wall Street Journal: |
| 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 … | 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: |
| Katherine Sayre / Wall Street Journal: |
UMG partners with AI music generator Udio to launch a subscription service for creating music with licensed songs in 2026, in part to settle a copyright lawsuit — Udio agrees to launch a new subscription service for fans to create music based on licensed songs| Joseph Menn / Washington Post: |
Sources: the US Commerce Department proposed banning TP-Link Systems' networking devices due to TP-Link's China ties, gaining support from 6+ federal agencies — The Commerce Department has proposed barring sales of TP-Link products, citing a national security risk from ties to China, people familiar with the matter said.| 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| Jagmeet Singh / TechCrunch: |
Google partners with Reliance to offer free AI Pro access to Jio 5G users in India for 18 months; Perplexity has a similar deal with Bharti Airtel — In a push to expand its AI footprint in emerging markets, Google has partnered with billionaire Mukesh Ambani-led Reliance Industries to bundle … | Sara Fischer / Axios: |
Milan-based Bending Spoons, which buys and seeks to revitalize tech brands like AOL, raised $710M led by T. Rowe Price at an $11B pre-money valuation — Bending Spoons, an Italian holding company that buys and seeks to revitalize tech brands like AOL, on Thursday announced a $710 million equity raise … | 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.| New York Times: |
Q&A with Palantir CTO Shyam Sankar on surveillance, AI, the future of war, data, privacy, the US military, ImmigrationOS, the DHS, ICE, the UK's IDs, and more — The tech company's C.T.O. on surveillance, A.I. and the future of war. — Few companies in Silicon Valley inspire as much paranoia as Palantir.| Jess Weatherbed / The Verge: |
OpenAI's Sora app adds new features, including “character cameos” to create AI deepfakes of pets, illustrations, and more, clip stitching, and leaderboards — Users can now create character cameos and combine clips together to make longer multi-scene videos.| Cecilia D'Anastasio / Bloomberg: |
Roblox reports Q3 revenue up 48% YoY to $1.36B, DAUs up 70% YoY to 151.5M, above 132.3M est., bookings up 70% YoY to $1.9B, above $1.7B est.; RBLX drops 10%+ — Roblox Corp. reported its best quarter ever with daily active users beating analysts' expectations on the heels of three hit games.| Will Knight / Wired: |
Extropic, which says its chips using probabilistic bits can be 10,000x more energy efficient than current AI chips, shares its first chip with some AI labs — A startup hopes to challenge Nvidia, AMD, and Intel with a chip that wrangles probabilities rather than 1s and 0s.| Ben Schoon / 9to5Google: |
Nothing's new Lock Glimpse feature on the Phone (3a) Lite shows a rotating selection of wallpapers that link to clickbait articles from a company called Vilykke — Nothing's new “Lock Glimpse” feature delivers a rotating selection of wallpapers on the lock screen of the Phone (3a) Lite … | Jagmeet Singh / TechCrunch: |
Bengaluru-based Snabbit, which offers a range of on-demand home services, raised a $30M Series C at a $180M valuation, taking its total funding to $55M — India's appetite for instant convenience — once confined to food and grocery delivery — is expanding into house help.| 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.| 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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| Harry McCracken / Fast Company: |
| Oliver Barnes / Financial Times: |
| Lucinda Shen / Axios: |
| Pooja Rajkumari / TheStreet: |
| Alex Heath / Sources: |
| Greg Otto / CyberScoop: |