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October 30, 2025, 6:20 PM
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| 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: GeekWire, Investor's Business Daily, and Constellation Research
X: @munster_gene, @benbajarin, @munster_gene, @qualityinvest5, @munster_gene, @stockmarketnerd, @dr_gingerballs, @liebermanaustin, @jimcramer, @thexcapitalist, @mr_derivatives, @realmattmoney, @andrewcurran_, @danielnewmanuv, @beth_kindig, @munster_gene, @mr_derivatives, @mindset4money_x, @amitisinvesting, @patientinvestt, @joecarlsonshow, @joecarlsonshow, @stockmktnewz, @amitisinvesting, @patrickmoorhead, @dylan522p, @benbajarin, @deitaone, @kobeissiletter, and @stocksavvyshay
| Annie Palmer / CNBC: |
Amazon reports Q3 AWS revenue up 20% YoY to $33B, vs. $32.42B est., and AWS operating income up 9.5% YoY to $11.4B — Amazon shares jumped more than 13% in extended trading Thursday after the company posted third-quarter earnings that exceeded expectations, along with strong growth in its cloud-computing unit.
More: Quartz, The Information, Bloomberg, Reuters, Yahoo Finance, and Proactive
| 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 … | 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: MacRumors, AppleInsider, Macworld, The Verge, Capital Brief, 9to5Mac, Axios, AppleInsider, MacRumors, Appleosophy, 9to5Mac, Agence France-Presse, Benzinga, Yahoo Finance, Deadline, Reuters, Financial Times, ZeroHedge News, Six Colors, Cult of Mac, MacStories, MacTech.com, The Apple Post, and MarketWatch
X: @munster_gene, @ft, @jimcramer, @munster_gene, and @susanlitv
Forums: r/wallstreetbets and MacRumors Forums
| 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, Quartz, Investor's Business Daily, Appleosophy, 9to5Mac, Blockchain.News, Nikkei Asia, Proactive, iDrop News, Constellation Research, Yahoo Finance, BGR, Apple Must, Daring Fireball, and MacDailyNews
X: @kobeissiletter, @anshelsag, @maxwinebach, @munster_gene, @rihardjarc, @chriscamillo, @edludlow, @lanceulanoff, @maxwinebach, @munster_gene, and @munster_gene. Forums: r/apple
| Stephen Nellis / Reuters: |
More: MacRumors, AppleInsider, Barron's Online, Wall Street Journal, and Dow Jones Newswires. Forums: MacRumors Forums
| Loree Seitz / The Wrap: |
More: Barron's Online, Livemint, Variety, Yahoo Finance, and Sherwood News
X: @maxwinebach, @inafried, and @thewrap
| 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: The Block, Cointelegraph, New York Times, The Guardian, Wall Street Journal, The American Bazaar, Newsweek, Forbes, The Atlantic, TipRanks Financial, Proactiveinvestors UK, Barron's Online, The Register, Implicator.ai, New York Times, and Financial Times
X: @whitehouse, @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, @nikstankovic_, and @discoplomacy
| 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 … | New York Times: |
More: Associated Press, Wall Street Journal, Tom's Hardware, Politico, Bloomberg, TheStreet, Business Insider, Al Jazeera, Gulf News, Transport Topics, Cult of Mac, Washington Post, and Financial Times
X: @secrollins and @athanaschatz97_
Forums: r/Albuquerque, r/LPOTL, r/TrueAnon, r/politics, r/CivPolitics, r/neutralnews, r/stupidpol, r/news, r/neoliberal, and r/politics
| Keith Bradsher / New York Times: |
More: WTOP News, Bloomberg, and Bloomberg
X: @policytensor, @dimi, @gonglei89, @santiagoaufund, @brad_setser, @fbermingham, @gonglei89, and @themichaelevery. LinkedIn: Nicole Rodgers
| 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 Security Boulevard
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, Engadget, Ars Technica, PCWorld, Fast Company, Stuff, CNET, The Verge, Computerworld, Thurrott, XDA Developers, ZDNET, 9to5Mac, Hindustan Times, TechRadar, Bloomberg, PetaPixel, Creative Bloq, The AI Economy, and Inc.com
X: @luciascarlet, @dylanmcd8, @invesquotes, @affinity, @canva, @theo, @aldnmarki, and @affinity
Bluesky: @paularmstrongtbd and @voxparlour
| 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: Wired, Washington Post, Business Insider, The Register, Sherwood News, Futurism, New York Post, Fortune, KnowTechie, Blockchain.News, Bloomberg, Nonconsensus, and Business Insider
X: @conorsen, @shanumathew93, @bobeunlimited, @dampedspring, @dampedspring, @kellyjgreer, @benbajarin, @divestech, @benbajarin, and @divestech. LinkedIn: Nabeel Mahmood
Forums: r/artificial and r/microsoft
| 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: Benjamin Thorne and Daniel Melin
Forums: r/opensource, r/worldnews, r/europe, r/technology, r/degoogle, r/Quebec, r/BuyFromEU, Beehaw, and Slashdot
| 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
| 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, Business Wire, Pulse 2.0, AI News, and Forbes
Bluesky: @kosso.co.uk and @caseynewton
| 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 …
More: Ars Technica, TheStreet, Entrepreneur, The Guardian, CoinDesk, Inc.com, Futurism, PYMNTS.com, ZeroHedge News, Implicator.ai, Blockonomi, Blockworks, Forbes, Bloomberg, and SiliconANGLE
X: @sama, @nathanpmyoung, @here4impact, @parikpatelcfa, @deredleritt3r, @cramertracker, @yuchenj_uw, @teknium1, @bjarturtomas, @sandraaleow, @r89capital, @pharmd_ks, @bindureddy, @quintenfrancois, @barchart, @antoniogm, @mindset4money_x, @dariocpx, @litcapital, @heyruchir, @const_reborn, @bobloukas, @udiwertheimer, @j0hnwang, @deedydas, @buccocapital, @callieabost, @dseetharaman, @zephyr_z9, and @firstadopter. LinkedIn: Echo Jing Wang
Bluesky: @schwindter, @benricem, @mgsiegler.com, @unormal, @edzitron.com, and @joshsternberg.com
Forums: r/technology, r/artificial, r/StockMarket, r/singularity, r/AMD_Stock, r/wallstreetbets, r/OpenAI, Slashdot, and Ars OpenForum
| 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.| 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.
More: Engadget, Newser, PCMag, and Implicator.ai
| 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 … | 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
| 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 … | 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.| 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.
More: Reuters
| @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: @isafulf, @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, and @tbpn
| 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.| 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| 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.
More: ZDNET, Engadget, PCMag, Business Insider, and WinBuzzer
X: @openai, @openai, @nickadobos, and @openai
| 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.
More: WinBuzzer. X: @trevormccrt1, @extropic_ai, @deryatr_, @ludwigabap, @ilyashairline, @blip_tm, @kaelandon, @code_star, @jasonjoyride, @packym, @xcellect, @prof_wiley, @liron, @seconds_0, @murage_kibicho, @neilmcdevitt_, @archiexzzz, @anjneymidha, @aphysicist, @dystopiabreaker, @daniellefong, @victortaelin, @aaron_defazio, @iterintellectus, @extropic_ai, @justxashton, @basedbeffjezos, @trevormccrt1, @mattbeane, @brianroemmele, @pronounced_kyle, @cloneofsimo, @rohanpaul_ai, @genejchan, @chrisprucha, @brandonjcarl, @xlr8harder, @mattpirkowski, @aileaksandnews, @brianroemmele, @amasad, @tetsuoai, @tenobrus, @nathanlands, @ai_for_success, @bubblebabyboi, @nexuist, @sqs, @const_reborn, @tenderizzation, @mrgoldbro, @romanhelmetguy, @gillverd, @jakehalloran1, @cloneofsimo, @newindustrials, @alenribic, @sanyam_singhal_, @stevejang, @melqtx, @dr_singularity, @reedbndr, @bwinterrose, @kimmonismus, @benjamindekr, @brianroemmele, @deanwball, @samschmitz, @gillverd, @mark_cummins, @hansmast, @dmattin, and @eevmanu
| 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 … Sponsor Posts
Subquadratic:
Subquadratic: the LLM built for 12M-token reasoning — SubQ can reason across entire codebases and document sets in one pass with no RAG workarounds. Read how SubQ 1.1 Small holds near-perfect retrieval out to 12M tokens.
Subquadratic: the LLM built for 12M-token reasoning — SubQ can reason across entire codebases and document sets in one pass with no RAG workarounds. Read how SubQ 1.1 Small holds near-perfect retrieval out to 12M tokens.
Cloudflare:
Cloudflare Connect 2026: The Agentic Conference — Stop preparing for agents. Start running them. 100+ sessions, workshops, and speakers from OpenAI, Arm, and Cloudflare across AI, security, and performance.
Cloudflare Connect 2026: The Agentic Conference — Stop preparing for agents. Start running them. 100+ sessions, workshops, and speakers from OpenAI, Arm, and Cloudflare across AI, security, and performance.
Zoho:
Automate your scheduling workflows with Zoho Calendar — Your calendar can do more than schedule meetings Creating a calendar event takes only a few seconds. But scheduling is rarely just about creating the event.
Automate your scheduling workflows with Zoho Calendar — Your calendar can do more than schedule meetings Creating a calendar event takes only a few seconds. But scheduling is rarely just about creating the event.
IDrive:
Protecting your Cloud Applications Data — Backing up Office 365, Google Workspace, Dropbox & Salesforce data is critical to preventing data loss or corruption, complying with laws and avoiding critical downtime in case of a disaster.
Protecting your Cloud Applications Data — Backing up Office 365, Google Workspace, Dropbox & Salesforce data is critical to preventing data loss or corruption, complying with laws and avoiding critical downtime in case of a disaster.Featured Podcasts
Big Technology Podcast:
A Sober Conversation About AI Existential Risk — With Nate Soares
The Big Technology Podcast takes you behind the scenes in the tech world featuring interviews with plugged-in insiders and outside agitators.
Subscribe to Big Technology Podcast.
Channels with Peter Kafka:
AI Wants to Shop for You. What Could Go Wrong?
Media and tech aren't just intersecting - they're fully intertwined. To understand how those worlds work, Peter Kafka talks to industry leaders, upstarts and observers.
Subscribe to Channels with Peter Kafka.
Invest Like the Best:
Michael Moritz - Lessons From 40 Years of Investing and Writing
The leading destination to learn about business and investing. We do this by showcasing exceptional talent and ideas.
Subscribe to Invest Like the Best.
Sources:
Baseten's CEO on why every company will want to own its AI
Candid conversations with the leaders shaping what's next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a decade.
Subscribe to Sources.
Training Data:
Box's Aaron Levie: On Reinventing Yourself in the AI Age and Enterprise Diffusion
Sequoia Capital partners host conversations with leading AI builders and researchers to develop a deeper understanding of the evolving technologies and their implications.
Subscribe to Training Data.
Uncapped with Jack Altman:
Andrew Feldman from Cerebras
Conversations with people I admire about things I'm genuinely interested in.
Subscribe to Uncapped with Jack Altman.
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