SK Hynix reports Q3 revenue up 328% YoY to ~$78.8B, above ~$74.07B est., and operating profit up 632% to ~$62.76B, above ~$57.78B est. and a company record  —  Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.

Anthropic details early drug development work with six partners and says it has acquired Mithril, a one-person company working on muscular dystrophy  —  There are many opportunities to speed up drug development, even beyond the most commonly discussed applications of AI, like proposing initial designs for new molecules.

Anthropic's S-1 implies a $40T+ annual TAM based on knowledge work's economic value in 2025, topping SpaceX's $28.5T estimate, without explicitly naming TAM  —  The company's estimated market opportunity, tied to the economic value of work produced by knowledge workers, tops SpaceX's enormous figure from earlier this year

Discord says it will let public-channel messages from servers listed in Server Discovery appear in web search from mid-December; admins and members can opt out  —  Discord announced on Tuesday it will make some conversations in its public servers searchable and easier to find on the internet.

Lawsuit: the parents of a 31-year-old say OpenAI's GPT-4o guided her through an aggressive tapering plan off epilepsy meds, leading to her death in February  —  The chatbot helped a woman taper off a lifesaving drug and hide the plan from her doctors.  — 1.3k

Source: Apple has discussed charging $2,899 for the 14-inch MacBook Pro with an OLED XDR touch screen and M5 Pro chip, $400 more than the current M5 Pro model  —  Apple Inc., after successfully betting this month that consumers are willing to pay $2,000 or more for a foldable iPhone …

Research: professional analysts followed AI agents' randomly assigned “leans” on subjective analytical decisions 86% of the time; 77% used the agents' arguments  —  Amaç Herdağdelen, Hailey Joren, Alex Tamkin  —  When experts hand their work to an AI agent …

Amazon unveils the $500 Echo Show 16, the $200 Echo Time alarm, and the $200+ Alexa Photo Frame, raises smart speaker prices, and previews Alexa Home Map  —  With its latest devices, including a smart bedside alarm clock, Amazon looks to cement Alexa's presence in every room of the home

The CFTC files a legal challenge to block Utah's attempt to restrict prediction market betting, asserting it is the sole US regulator of prediction markets  —  The U.S. agency that oversees derivatives has filed a federal legal challenge to halt Utah's attempt to stop prediction market betting in its state …

AMD says it will invest $1B in Meta's equity offering, its first Helios rackscale systems are installed at Meta, and its EPYC CPUs power Meta's Muse AI agent  —  Nvidia and Advanced Micro Devices have said they will invest a total of $4 billion in Meta after the social media …

An Anthropic hiring manager says he stopped giving coding interviews because Claude is better at them and tells junior engineers that “hunger beats tenure”  —  This month, I laid the traditional coding interview to rest.  As a hiring manager at Anthropic, I stopped asking candidates to do them.

Sources: chipmaker Onsemi is in talks to acquire 16-year-old chip startup Ferric for ~$1B; PitchBook: Ferric last raised a $32.1M Series C in December 2024  —  Semiconductor component maker Onsemi has been discussing an acquisition of 16-year-old chip startup Ferric for close to $1 billion …

AI and cloud cybersecurity startup Upwind Security raised $400M led by Bessemer at a $3.8B valuation, up from $1.5B in January, for $830M in total funding  —  Upwind Security, a San Francisco-based startup offering cybersecurity for artificial intelligence and cloud applications …

Malaysia says it seized ~$12.11M worth of AI chips this month, as authorities close in on a syndicate suspected of smuggling through the country's main airport  —  Malaysian customs said on Wednesday that it had seized about 49.5 million ringgit ($12.11 million) worth of advanced artificial intelligence chips …

Google DeepMind launches Genie 4, a world model powered by Gemini 3.8 Flash designed to generate interactive AI simulations, in preview first to trusted testers  —  The Genie 4 world model offers more realism and can create audio to accompany its interactive worlds.

Anthropic expands its US GSA partnership to give federal, state, local, tribal, and territorial governments a 40% discount on Claude, estimated to save $1B  —  We are expanding our partnership with the General Services Administration (GSA) through a new agreement that gives government partners …

Sources: CXMT plans to start HBM3E production despite yields of just 20% to 30%; its HBM3E performance is closer to that of SK Hynix's previous-gen HBM3 chips  —  China's CXMT plans to start production of HBM3E, an advanced type of high-bandwidth memory chip used with AI processors …

Sources: TPG is in talks to acquire UK-based Ark Data Centres, which operates 27 data centers in the UK and Belgium, from Elliott Management at a ~$5B valuation  —  US private capital group in talks with Elliott over what would be among the booming sector's biggest deals this year

Source: OpenAI, a major Nvidia customer, plans to buy Google's TPUs; a job listing shows it seeks an engineer to “lead the optimization” of its models on TPUs  —  OpenAI plans to buy Google's AI chips, according to a person familiar with the matter, in a boost for a rising competitor to OpenAI backer Nvidia.

Artificial Analysis launches the Intelligence Index v5, with new coding and science benchmarks, built on private datasets; Claude Opus 5.5 (max) leads at 58  —  Announcing Artificial Analysis Intelligence Index v5, featuring 2 new benchmarks and 3 upgrades. For the first time, the majority of the Index is built on private datasets The Artificial Analysis Intelligence Index is our composite measure of model capabilities across tasks reflecting real-world u...

How Silicon Valley billionaires raised $333M+ to try to defeat a 5% California wealth tax; Patrick Collison's $33M is his most serious campaign engagement yet  —  Every Tuesday for the last few months, two dozen of the world's richest people or their advisers hop onto a conference call and plan for war.

Meta quietly launched Waddle World, a Tamagotchi-like, AI pet-rearing game, in the Philippines in September, calling it a “daily journal disguised as a pet”  —  But it's only available in the Philippines for now.  —  Looks like a big part of Meta's AI strategy is to rely on …

Email: a hacker attack forced the FEC to temporarily take its filing system offline around 10pm ET on Monday, blocking groups from submitting reports  —  The US Federal Election Commission's website was targeted by a hacker or hackers, according to an email seen by Reuters …