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October 30, 2025, 8:25 PM
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| Annie Palmer / CNBC: |
Amazon raises its forecast for capital expenditures to $125B in 2025, up from its earlier estimate of $118B, and says that number will likely increase in 2026 — Amazon shares jumped more than 13% in extended trading Thursday after the company posted third-quarter earnings that exceeded expectations … | Amazon: |
Amazon reports Q3 revenue up 13% YoY to $180.2B, a $21.2B net income vs. $15.3B in Q3 2024, and operating income flat at $17.4B; AMZN jumps 13%+ after hours — Amazon.com, Inc. (NASDAQ: AMZN) today announced financial results for its third quarter ended September 30, 2025.
More: Thurrott, Investor's Business Daily, GeekWire, and Constellation Research
X: @quinnypig, @quinnypig, @quinnypig, @munster_gene, @benbajarin, @munster_gene, @qualityinvest5, @munster_gene, @stockmarketnerd, @dr_gingerballs, @liebermanaustin, @jimcramer, @thexcapitalist, @mr_derivatives, @realmattmoney, @andrewcurran_, @deitaone, @joecarlsonshow, @munster_gene, @kobeissiletter, @amitisinvesting, @benbajarin, @beth_kindig, @mr_derivatives, @patrickmoorhead, @stocksavvyshay, @stockmktnewz, @mindset4money_x, @danielnewmanuv, @amitisinvesting, @patientinvestt, @dylan522p, and @joecarlsonshow
| Lucas Manfredi / The Wrap: |
Amazon reports Q3 ad revenue up 24% YoY to $17.7B, vs. $17.3B est., and subscription services revenue up 11% YoY to $12.6B — Sales for subscription services, which includes Prime Video, grew 11% to $12.6 billion during the quarter — Amazon shares surged 9% on Thursday … | Annie Palmer / CNBC: |
More: The Times, Quartz, The Information, Bloomberg, Reuters, Yahoo Finance, and Proactive
| Kif Leswing / CNBC: |
Apple reports Q4 revenue up 8% YoY to $102.47B, vs. $102.24B est., net income up 86% to $27.5B, and FY 2025 revenue up 6% to $416.16B — Apple reported fiscal-fourth quarter earnings on Thursday that beat analyst expectations, and provided a strong forecast for the company's December quarter.
More: The Verge, Six Colors, CNBC, AppleInsider, 9to5Mac, The Information, MacRumors, Macworld, Capital Brief, AppleInsider, Axios, Appleosophy, MacRumors, AppleInsider, AppleInsider, 9to5Mac, Dow Jones Newswires, Tom's Guide, Daring Fireball, BGR, Blockchain.News, investingLive, Yahoo Finance, Reuters, Yahoo Finance, ZeroHedge News, Financial Times, Deadline, Benzinga, Cult of Mac, Philip Elmer‑DeWitt, and MarketWatch
X: @kobeissiletter, @appleinsider, @thetranscript_, @munster_gene, @munster_gene, @jimcramer, @ft, @susanlitv, and @munster_gene. Forums: r/wallstreetbets
| Apple: |
Apple Q4: iPhone up 6% YoY to $49.03B, vs. $50.19B est., Mac up 13% to $8.73B, iPad flat at $6.95B, and Wearables, Home, and Accessories flat at $9.01B — September quarter records for total company revenue, iPhone revenue and EPS — Services revenue reaches new all-time high
More: Thurrott, AppleInsider, Quartz, Investor's Business Daily, Appleosophy, Business Insider, iDrop News, 9to5Mac, Apple Must, Six Colors, Yahoo Finance, Proactive, Constellation Research, BGR, and Daring Fireball
X: @jimcramer, @anshelsag, @maxwinebach, @munster_gene, @rihardjarc, @chriscamillo, @munster_gene, @lanceulanoff, and @maxwinebach. Mastodon: @Cdespinosa@mastodon.social. Forums: r/apple
| Stephen Nellis / Reuters: |
| Loree Seitz / The Wrap: |
| New York Times: |
Trump and Xi Jinping agree to a yearlong truce that rolls back many contentious tariffs and retaliatory measures; the current deal was set to expire on Nov. 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.
More: Politico, Tom's Hardware, Bloomberg, Associated Press, Cult of Mac, Taipei Times, TheStreet, iDrop News, and Financial Times
X: @whitehouse, @secrollins, @dimi, @athanaschatz97_, and @discoplomacy
Forums: r/politics, r/Albuquerque, r/TrueAnon, r/LPOTL, r/CivPolitics, r/neutralnews, r/stupidpol, r/news, r/neoliberal, and r/politics
| 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 …
More: Cointelegraph, The Block, New York Times, Wall Street Journal, Sinocism, The American Bazaar, The Guardian, New York Times, Forbes, TipRanks Financial, The Atlantic, New Republic, The Register, New York Times, and Financial Times
X: @margomartin47, @scholars_stage, @saraecook, @josh_wingrove, @kathleen_tyson_, @annmarie, @calebwatney, @jchengwsj, @rapidresponse47, @usambchina, @spencerhakimian, @henrysgao, @trungtphan, @rapidresponse47, @baldingsworld, @jwdwerner, @jchengwsj, @isaacstonefish, @dimi, @margomartin47, @growing_daniel, and @nikstankovic_. LinkedIn: Nicole Rodgers
| Mark Anderson / Bloomberg: |
China's Commerce Ministry says it will work with the US to resolve issues related to TikTok, stopping short of saying it agreed to a deal touted by Trump — Beijing pledged to work with Washington to resolve the fate of TikTok's US business, stopping short of saying it's agreed to a deal touted … | Sabrina Ortiz / ZDNET: |
OpenAI launches Aardvark, a GPT-5-powered autonomous cybersecurity research agent that can identify and help patch vulnerabilities, in private beta — ZDNET's key takeaways — OpenAI has launched Aardvark, a cybersecurity researcher agent. — Aardvark is powered by GPT-5 and is in private beta.
More: OpenAI, The Verge, Axios, and SiliconANGLE
X: @cryps1s, @chrisrohlf, @shaunralston, @hkashfi, @embeddedsec, @tenreirodaniel, @deredleritt3r, @btibor91, @gdb, and @openai
LinkedIn: Dor Liniado and Anshuman Bhartiya
| Ivan Mehta / TechCrunch: |
Canva launches a foundational design model that generates editable layered designs, expands Canva AI, makes Affinity free for all users, and more — Creative suite company Canva launched its own design model on Thursday that understands different layers and formats today to power its features.
More: The Verge, How-To Geek, Ars Technica, Engadget, Stuff, Fast Company, PCWorld, Hindustan Times, PetaPixel, Creative Bloq, 9to5Mac, TechRadar, XDA Developers, The AI Economy, Inc.com, Thurrott, Computerworld, and ZDNET
X: @dylanmcd8, @theo, @invesquotes, @luciascarlet, @aldnmarki, @affinity, @affinity, and @canva
Bluesky: @paularmstrongtbd and @voxparlour
| Olga Kharif / Bloomberg: |
Coinbase reports Q3 revenue up 55% YoY to $1.9B, vs. $1.8B est., net income up 473% to $433M, and trading volume up 59% to $295B — Shares of Coinbase Global Inc. rose more than 4% after the largest US crypto exchange reported revenue that exceeded Wall Street's third-quarter estimates.| Maximilian Henning / Euractiv: |
The ICC plans to switch from Microsoft Office to Open Desk, a European open source alternative, amid concerns about public bodies' reliance on US tech companies — The court will move its internal work environment to Open Desk, a German-developed open source software
More: heise online News. LinkedIn: Daniel Melin and Benjamin Thorne
Forums: r/opensource, r/worldnews, r/europe, r/technology, r/degoogle, r/Quebec, r/BuyFromEU, Beehaw, and Slashdot
| 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
More: Washington Post, Wired, Business Insider, Futurism, International Business Times, Sherwood News, The Register, New York Post, Fortune, KnowTechie, Blockchain.News, Mercury News, Nonconsensus, Bloomberg, Business Insider, and New York Times
X: @dampedspring, @dampedspring, @conorsen, @kellyjgreer, @benbajarin, @benbajarin, @shanumathew93, @divestech, and @divestech. LinkedIn: Nabeel Mahmood
Forums: r/artificial and r/microsoft
| 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 …
More: The Register, Reuters, TechRadar, Pulse 2.0, AI News, Forbes, Business Wire, The Information, and Wall Street Journal
Bluesky: @kosso.co.uk and @caseynewton
| Arsheeya Bajwa / Reuters: |
Filing: Meta plans to raise money through bond offerings worth up to $30B; the company has said its capex next year would be “notably larger” than in 2025 — Social media giant Meta Platforms (META.O) will raise money through bond offerings worth up to $30 billion … | Bloomberg: |
Sources: Nvidia plans to invest $500M to $1B in AI coding startup Poolside, which is in discussions to raise $2B at a $12B valuation — Nvidia Corp. plans to invest as much as $1 billion in the artificial intelligence company Poolside, according to people familiar with the matter …
More: The Information, TechCrunch, and Reuters
| Cognition: |
Cognition releases SWE-1.5, a new coding model in Windsurf, saying it partnered with Cerebras to serve SWE-1.5 at speeds up to 13x faster than Claude Sonnet 4.5 — Today we're releasing SWE-1.5, the latest in our family of models optimized for software engineering.
More: Simon Willison's Weblog and Windsurf
| Bloomberg: |
Sources: Intel is in early-stage talks to acquire AI chip startup SambaNova, with a deal likely valuing SambaNova below its $5B valuation in 2021 — Intel Corp. is in preliminary talks to buy artificial intelligence chip startup SambaNova Systems Inc., according to people familiar with the matter.| Joseph Menn / Washington Post: |
Sources: the US Commerce Department has proposed banning TP-Link's devices, citing its ties to China; more than six departments and agencies backed the proposal — 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.| Bill Toulas / BleepingComputer: |
Filings: business services giant Conduent, which was spun off from Xerox in 2017, confirms that a 2024 data breach has impacted over 10.5M people — American business services giant Conduent has confirmed that a 2024 data breach has impacted over 10.5 million people, according to notifications filed …
More: CRN
| @appliedcompute: |
Applied Compute, which wants to create custom AI agents trained on latent company knowledge, raised $80M from Benchmark, Sequoia, Elad Gil, and others — Generalists are useful, but it's not enough to be smart. Advances come from specialists, whether human or machine. To have an edge, agents need specific expertise, within specific companies, built on models trained on specific data. We call this Specific Intelligence. It's [image]
More: Applied Compute. X: @lanjiang653, @shreyanj98, @andyfang, @sarahchieng, @breeves08, @mavolpi, @danintheory, @snider13_, @ypatil125, @saquon, @brendanfoody, @nickaturley, @daniellewis, @derhacobian, @vinj_ai, @khoomeik, @thebrunchguy, @michejafang, @lulumeservey, @at_code_wizard, @graceisford, @silasalberti, @velvetatom, @deenashakir, @bargava, @charliecurnin, @carloagostinel2, @lindensli, @swrosh, @liamfedus, @dipenjparekh, @swyx, @victoralazarte, @kayrgeorge, @michaelzchen5, @rhythmrg, @willdepue, @maanavkhaitan, @andreashuyuwang, @jeffreygwang, @walden_yan, @officiallogank, @apartovi, @farshchi, @theomarcu, @wolfejosh, @josephinekchen, @ashwinramaswami, @ishanit5, @jacob_dphillips, @lux_capital, @casspi18, @russelljkaplan, @shreshthrajan, @apartovi, @chetanp, @yunyu_l, @mvpatel2000, @benscharfstein, @kushal1t, @jacobianneuro, @rachelsupark, @abhidesa1, @scottwu46, @eladgil, @kokoxsu, @milesmccain, @tbpn, and @isafulf
| Reinhardt Krause / Investor's Business Daily: |
Cloudflare reports Q3 revenue up 31% YoY to $562M, vs. $544.6M est., and forecasts Q4 revenue of $589M, vs. $580M est.; NET jumps 9%+ after hours — Cloudflare (NET) reported third-quarter earnings and revenue that topped estimates. The internet firm's sales guidance came in above expectations.
More: SiliconANGLE, Business Wire, and Yahoo Finance
| Chris Ciaccia / Seeking Alpha: |
Twilio reports Q3 revenue up 15% YoY to $1.3B vs. $1.25B est., forecasts Q4 sales above est., agrees to buy identity platform Stytch; TWLO jumps 8%+ after hours — For the period ending Sept. 30, Twilio said it earned an adjusted $1.25 per share as revenue rose — Quick Insights
More: Investor's Business Daily, Twilio Inc., and Benzinga
| Anna Washenko / Engadget: |
OpenAI starts to sell extra credits for Sora, which currently has a limit of 30 free gens per day; 10 video gens will retail for $4 through Apple's App Store — Expect more monetization moves from the company soon. — OpenAI has started selling power users extra credits for its Sora AI video generation tool.
X: @billpeeb
| 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.| Will Knight / Wired: |
Scale AI and CAIS' Remote Labor Index, which measures AI models' ability to automate freelance work, finds the best AI performed less than 3% of tasks — A new benchmark measures how well AI agents can automate economically valuable chores. Human-level AI is still some ways off.Sponsor Posts
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