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October 31, 2025, 7:15 AM
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| 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 said Thursday that revenue in its cloud computing business increased 20% in the third quarter, exceeding analysts' estimates. — Revenue at Amazon Web Services for the third quarter totaled $33 billion.
More: SiliconANGLE, The Times, Quartz, Yahoo Finance, The Information, Proactive, and Reuters
| 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: Fortune India, CNBC, Analytics India Magazine, and Thurrott
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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 …
More: RTÉ, Reuters, The Guardian, diginomica, UPI, The Information, The Register, and Runtime
| Taylor Soper / GeekWire: |
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| 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.
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| Apple: |
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| Stephen Nellis / Reuters: |
| Loree Seitz / The Wrap: |
More: Benzinga, Sports Business Journal, TheDesk.net, Barron's Online, Livemint, Yahoo Finance, and Variety
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| Pritam Biswas / Reuters: |
Filing: Gloo, a developer of AI tools for Christian churches with ex-Intel CEO Pat Gelsinger as its head of technology, seeks an $873.4M valuation in its US IPO — Gloo Holdings, a religious-oriented technology firm, is seeking a valuation of up to $873.4 million in its U.S. initial public offering …
More: The Guardian, Tom's Hardware, US SEC, Semafor, Gizmodo, PC Gamer, and Benzinga
| Mike Wheatley / SiliconANGLE: |
Samsung says it's partnering with Nvidia to build an “AI Megafactory” and deploy over 50K of Nvidia's most advanced GPUs to embed AI in its chipmaking process — Samsung Electronic Co. Ltd. said today it's partnering with Nvidia Corp. to build an “AI Megafactory” …
More: Nvidia Newsroom, Samsung Newsroom, eeNews Europe, Nvidia Newsroom, The Information, The Chosun Daily, Wall Street Journal, BBC, DigiTimes, Neowin, The Korea Times, CNBC, TechPowerUp, Nikkei Asia, Mobile World Live, Automotive World, The Korea Herald, Malay Mail, SammyGuru, SamMobile, Anadolu Ajansı …, and Benzinga
| 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.| 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, Morningstar, Investing.com, and Business Wire
| 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.| 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: Twilio Inc.
| Jonathan Vanian / CNBC: |
Reddit reports Q3 revenue up 68% YoY to $585M, vs. $546M est., and daily active uniques up 19% to 116M, vs. 114M est.; RDDT jumps 5%+ after hours — Reddit reported third-quarter earnings on Thursday in which the company beat on the top and bottom and provided strong guidance.
More: Reddit Upvoted, WinBuzzer, Blockchain.News, and Reuters
| 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: DatacenterDynamics, Verdict, Electronics Weekly, CRN, Reuters, and DigiTimes. Forums: r/hardware
| Todd Spangler / Variety: |
Roku beats expectations with Q3 net income of $24.8M, vs. a net loss of $35.8M a year ago, and revenue of $1.21B, up 14% YoY; total streaming hours rose 12% YoY — Roku, the top independent streaming device and content platform company, delivered third-quarter 2025 financial results … | Alice Tecotzky / Business Insider: |
SEC filing: Snowflake says an executive shared unauthorized financial guidance with an Instagram influencer; an Oct. 26 video interview features CRO Mike Gannon — - Snowflake filed an 8-K after an exec gave financial guidance in an influencer's video. — The data-storage company said investors … | John Melloy / CNBC: |
Netflix announces a 10-for-1 stock split, after its shares boomed over the last three years to above $1,000 a share — Netflix announced a 10-for-1 stock split, a move that changes nothing fundamentally about the company, but could make the pricey individual shares more accessible to the retail investor.| 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 …
More: Bloomberg, RTÉ, and Nonconsensus
| 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 … | Patrick Coffee / Wall Street Journal: |
Google releases its first AI-generated ad, promoting Search's AI mode, but chooses not to include a label disclosing it was made with Veo 3 and other tools — The search giant becomes the biggest name yet to generate an ad entirely with its Veo 3 and other artificial-intelligence tools| Reuters: |
Nvidia CEO Jensen Huang says he still hopes to sell the company's Blackwell chips to China “someday”, but points out the decision is up to President Trump — Nvidia (NVDA.O) CEO Jensen Huang said on Friday he hoped the company's state-of-the-art Blackwell chips can be sold in China …
More: CNBC-TV18, Bloomberg, The Korea Herald, and The American Bazaar
| Janko Roettgers / The Verge: |
YouTube is revamping its TV app to mimic paid streamers like Netflix, organizing videos by seasons and episodes, blurring the lines between pro and user content — YouTube's TV app is starting to look a lot more like Netflix, further blurring the lines between traditional TV and creator shows.| Mackenzie Weinger / Axios: |
The US CBP signs a two-year deal with AI logistics company Altana, and will use its platform for real-time trade enforcement, forced labor detection, and more — U.S. Customs and Border Protection is expanding its work with supply chain management firm Altana, signing a two-year federal contract … Sponsor Posts
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