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October 29, 2026, 1:25 PM
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| Stephen Morris / Financial Times: |
Alphabet's stock falls 12%+, wiping a record $500B from its market cap, after reporting negative cash flow amid its AI spending; the Nasdaq falls 1.4%+ — Google owner admits ‘AI mode’ has hurt traditional search as sales and profits undershoot expectations
More: PC Gamer, CNBC, Sky News, New York Post, 24/7 Wall St., Search Engine Roundtable, Financial Post, The Tech Portal, The Economic Times, and NewsMax.com
X: @drewcohenmoney, @thechartdr, @daniel_koss, @melvininvests, @oguzerkan, @illyquid, and @renesellmann
Bluesky: @tyleraking.com, @mims, @markriedl, @stevekovach, and @serghei
| Simon Sharwood / The Register: |
Google reports Search revenue up 12% YoY to $63.25B in Q3 2026, down from 14.5% in Q3 2025, and attributes the slowdown to “lower monetization” in AI Mode — Shares in Google's parent company Alphabet dived by almost ten percent on Wednesday, after the web giant admitted AI-powered searches earn …
More: Wall Street Journal, Business Insider, Android Police, The Motley Fool, CNBC, Futurism, Aardvark, Android Authority, Search Engine Roundtable, Marketing Dive, Fast Company, PPC, Investing.com, Bloomberg, MediaNews4U, 24/7 Wall St., WinBuzzer, The Decoder, Phandroid, Press Gazette, Neowin, and Silicon UK
Bluesky: @edzitron.com and @edzitron.com
Forums: r/degoogle and Slashdot
| Lauren Forristal / TechCrunch: |
Google plans to expand “high-quality ads within AI Overviews in AI Mode” into international markets, as growth in its core search ad business slows — Google is bringing ads in its AI-powered Search experiences to international markets, betting that generative AI can open … | Alphabet: |
More: Forbes, The Information, NBC News, Music Ally, CNBC, Quartz, finbold.com, Wall Street Journal, MDM, AIM, The Register, PPC Land, Fortune India, Neowin, Search Engine Roundtable, and Variety
X: @sundarpichai, @andrewcurran_, @baris, @kimmonismus, @hshaban, @jordannovet, @firstadopter, @munster_gene, @john_paul99, and @kobeissiletter. Forums: Hacker News
| New York Times: |
US officials believe Megaspeed executive Alice Huang is a Chinese asset who maintained a close relationship with Jensen Huang to pass intelligence to Beijing — Jensen Huang, the chief executive of Nvidia, is influential at the White House on technology policy and has developed a close relationship …
More: Tom's Hardware, TechCrunch, New York Post, The Information, Gizmodo, The Guardian, Business Today, CNBC, Hindustan Times, Forbes, invezz.com, Telegraph, ColombiaOne, The Indian Express, Yahoo Finance, Daily Mail, The Decoder, ZeroHedge News, India Today, NewsMax.com, Newser, Capital Brief, and Mediaite
X: @shashj, @jenvanlaar, @kimmonismus, @senwarren, @edzitron, @realjimchanos, @negligible_cap, @jonlemire, @davidbarboza2, @garymarcus, @joshrogin, @byron_wan, @ddimolfetta, @rue_du_four, @rakishromantic, @culperresearch, @suzuki_takaya, @gregory_c_allen, @glenweyl, @rmac18, @paulmozur, @paulmozur, @kakashiii111, @davidyelland, @baldingsworld, @annmarie, @kareemrifai, @paulmozur, @linahuaa, @tommythornton, @mattyglesias, @geoffrey_cain, @matthewstoller, @kylegriffin1, and @julianku
Bluesky: @jonathansocials.com, @carlquintanilla, and @adelpreore
Forums: r/politics, r/neoliberal, and r/technology
| Reuters: |
DoorDash agrees to acquire Instacart in a ~$17B deal, paying $65 per share, a 26% premium to its October 22 close, as the platform delivery market consolidates — DoorDash (DASH.O) said on Thursday it would buy Instacart (CART.O) in a deal valued at about $17 billion, stepping up its push …
More: DoorDash, New York Times, AppleInsider, Investor's Business Daily, Bloomberg, Associated Press, TechCrunch, Silicon Republic, The Information, Dexerto, Proactive, Gizmodo, Financial Times, Courthouse News Service, Retail Dive, WTTG-TV, The Information, Inc.com, PYMNTS.com, Engadget, Washington Post, Hollywood Unlocked, The Hill, The Verge, Barron's Online, Business Insider, CNN, Quartz, New York Post, Adweek, Fast Company, Wall Street Journal, Cord Cutters News, Yahoo Finance, Business Insider, American Economic …, Political.org, WTOP News, NBC News, and ZeroHedge News
X: @adamkovac, @thedashboard, @mynameisdesmond, @litcapital, @t_xu, @mikeisaac, @apoorva_mehta, @james406, @joelpollak, @sarthakgh, @thedashboard, @madhavchanchani, @alexlmiller, @nycmayor, @thedashboard, @gerberkawasaki, @chaotictransfem, @thedashboard, @econliberties, and @killedbygoogle
LinkedIn: Jason Goldberg and Natalie Lung. Mastodon: @dogzilla@masto.deluma.biz. Forums: Hacker News
| Wired: |
Hackers leak the personal data of 41,000+ DHS employees and contractors, including CBP and ICE agents; DDoSecrets says the data came from DHS' Okta login system — The leaked records include the locations of ICE and CBP facilities, workers' cell phone numbers, and the members of groups tied …
More: Distributed Denial of Secrets, TechCrunch, Reuters, CNBC, Bloomberg Law, BBC, Washington Post, NPR, UNICORN RIOT, Politico, Breitbart, eSecurity Planet, Daily Kos, The Gateway Pundit, NBC News, TechRadar, Nextgov/FCW, Help Net Security, NewsMax.com, Cyber Daily, CyberScoop, The Verge, The Hill, and Straight Arrow
X: @delitzer, @robfardon, @darkwebinformer, and @intcyberdigest
Bluesky: @dell and @middlerage
Mastodon: @zackwhittaker@mastodon.social, @ddosecrets@kolektiva.social, @UnicornRiot@mastodon.social, and @DarkWebInformer@infosec …
Forums: Hacker News, r/fednews, r/politics, r/TheDollop, r/behindthebastards, r/WeThePeopleAtWhipple, r/ProgressiveHQ, r/WeThePeopleAtWhipple, r/IThinkYouShouldLeave, r/chaoticgood, r/thebulwark, r/whowatchesthewatchmen, r/circled, r/DefundICE, r/EyesOnIce, r/ThePeoplesPress, r/news, r/TickerChasers, r/LegalNews, r/anticapitalism, r/WashingtonIceWatch, r/Futurism, r/Destiny, r/InterstellarKinetics, r/ImmigrationPathways, r/fednews, r/This_is_fascism, r/AIdaily_news, r/ThePeoplesPress, r/technology, r/politics, r/AnythingGoesNews, r/technology, r/pwnhub, r/inthenews, and Slashdot
| Wired: |
Bluesky blocks links to a leaked archive containing personal data of 41,000+ DHS employees and contractors, saying it was “shared without their authorization” — Bluesky tells WIRED it blocked links to a leaked archive of information on 41,000 ICE, CBP, and other DHS workers …
More: TechCrunch. Bluesky: @dell, @hypervisible.blacksky.app, @couts, and @micahflee.com. Mastodon: @GossiTheDog@cyberplace.social
Forums: r/pwnhub and r/BlueskySocial
| Rolfe Winkler / Wall Street Journal: |
How surging demand from AI hyperscalers has quintupled flash memory prices and shifted market and negotiating power from Apple to suppliers like Kioxia — The iPhone maker for years bullied flash-storage makers into steep discounts—until AI hyperscalers bid up prices and gobbled up supply
More: Wall Street Journal, Wccftech, and 24/7 Wall St.
| Radhika Rajkumar / ZDNET: |
Mistral releases the weights for Mistral Large 4, or Le Chonk, and says it rivals top open models such as GLM-5.3 on the Artificial Analysis Coding Agent Index — Mistral has released the weights for Large 4, along with some impressive Artificial Analysis scores. — ZDNET's key takeaways
More: Mistral Blog, Wired, Fortune, VentureBeat, SiliconANGLE, The New Stack, TestingCatalog AI News, The Decoder, Euronews, Unite.AI, and The Deep View
X: @artificialanlys, @arthurmensch, @teortaxestex, @artificialanlys, @artificialanlys, @miaai_lab, @scaling01, @nvidiaai, @andrewcurran_, @jun_song, @sophiamyang, @analogalok, @qtnx_, and @mistralai. Bluesky: @raincoaster
Forums: r/Destiny and r/MistralAI
| Reuters: |
Sources: the Pentagon is treating the late August freezer malfunctions across 6+ military bases as a suspected cyberattack and is working with French police — The Pentagon is treating the spate of mysterious freezer malfunctions that spoiled food at military bases across the United States …
More: Breitbart, International Business Times, The Daily Caller, and The Independent
Bluesky: @forbesmm and @raphae.li
Forums: r/technology and r/AirForce
| Federico Viticci / MacStories: |
Apple's touchscreen MacBook Pro is designed for the iPad generation, with an optimized macOS, and the company is right to move on from Steve Jobs' skepticism — Ever since I got my hands on the very first iPad Pro all the way back in November 2015, I've gotten used to a certain type …
More: Bloomberg, MacRumors, 9to5Mac, Macworld, The Verge, Curb Cuts, WinBuzzer, Livemint, CGTN, Silicon UK, Financial Express, and Six Colors
X: @theappledesign, @chriswelch, @neilcybart, @chancehmiller, @neilcybart, @joshuatopolsky, @viticci, @its_shevi, @cartidise, @jonathan_wilke, @michaelzsguo, @ericonca, @neilcybart, @cartidise, @0xluffy, @autismcapital, @johnvoorhees, @thekitze, @sadlyitsbradley, @threepointone, @viticci, @usgraphics, @thekitze, @hesamation, @johnvoorhees, @austintbyrd, @cartidise, and @autismcapital. Forums: r/apple
| Bloomberg: |
Samsung's shares fall up to 6.6%, as a lack of a new shareholder return plan, higher capex, and its chip unit's Q3 profit miss weigh on investor sentiment — Samsung Electronics Co. shares reversed earlier gains to slide as much as 6.6% as the lack of a new shareholder return plan in its earnings disappointed investors.
More: Samsung Newsroom, RTÉ, CNBC, Light Reading, Barron's Online, and Korea JoongAng Daily. Forums: r/MU_Stock
| Micah Barkley / Bloomberg: |
Wabi, which is building an AI assistant that integrates into group chats and can take actions like booking appointments, raised $55M at a $1.25B valuation — AI assistant startup Wabi Inc. has raised $55 million at a $1.25 billion valuation to build out its software that lets groups …
More: TechCrunch, Wabi, and FinSMEs
| Kali Hays / BBC: |
Vladimir Putin praises Elon Musk as a “real genius” and says Russia is in “close contact” with Musk and the US to coordinate Rassvet and Starlink satellites — Elon Musk is a “real genius”, Russian President Vladimir Putin said on Wednesday after revealing the two are in …
More: Telegraph, Quartz, and CNBC
X: @kadmitriev, @cb_doge, @mfa_russia, @maria_drutska, @davetroy, @youranoncentral, @gerashchenko_en, @maks_nafo_fella, @lrozen, @peterjukes, @chriscoons, and @joeroganhq. Mastodon: @carnage4life@mas.to
| Lauren McCarthy / New York Times: |
Kalshi raised $1B led by Sequoia and Wellington Management at a $40B valuation, up from a $22B valuation after raising $1B in May, its last raise before an IPO — The prediction market raised $1 billion in a new funding round and landed a market value almost double that of rival Polymarket.
More: Unchained, Reuters, New York Post, FinTech Global, CNBC, Bitcoin News, and Finimize
| Bloomberg: |
Sources: Situational Awareness is pitching clients to invest in Fluidstack alongside it in a round that values the neocloud at $40B, up from $18B in September — Situational Awareness is raising money from its investors to plow into neocloud startup Fluidstack Ltd., just three months … | Bloomberg: |
Canada-based Cohere completes the first close of a round that it expects to total up to $5B, with Canada agreeing to invest up to $1.14B, at a $20.5B valuation — Cohere Inc., an artificial intelligence model maker, is in the process of raising a large funding round at a $20.5 billion valuation … | Rocket Drew / The Information: |
Source: Dulo, a startup co-founded by Google veteran Sebastian Thrun to build “foundation models for hardware design”, raised a $130M seed — Sebastian Thrun, the computer scientist who pioneered several AI projects at Google, has co-founded a new startup focused on creating AI models … | The Information: |
Sources: DeepSeek and Moonshot AI heavily relied on GPT-6 Astra distillation to train models like Kimi K3.1 Pro and V4.1-Flash 1017, after Anthropic's crackdown — OpenAI's GPT-6 Astra, the most powerful model the company has released, has met with strong demand since its release in early September.| John Collison / Cheeky Pint: |
Q&A with Sam Altman on finding PHP bugs, sandboxing superhuman models as an unsolved safety dilemma, robotics scaling data centers, math, agent swarms, and more — Sam Altman, CEO of OpenAI, joins John to break down how models uncovered critical PHP vulnerabilities …
More: YouTube. X: @deanwball, @andrewcurran_, @aibattle_, @firesidealpha, @collision, @jaynitx, and @deredleritt3r. Forums: r/singularity
| Bloomberg: |
Sources: Microsoft is seeking to raise $25B+ in its first US investment-grade bond sale since 2017, when it raised $17B, to fund AI-related capital expenditures — Microsoft Corp. drew blowout demand for its jumbo bond offering, as investors made room in portfolios stuffed with AI-related debt … | Jamie Hore / This Week in Videogames: |
Epic Games says it is using AI tools to “develop code and features” for Unreal Engine, including core engine components like the D3D12 rendering layer — In Brief: Following CEO Tim Sweeney's announcement of a “huge pivot” towards AI tools, Epic Games has confirmed that AI tools …
More: Game Developer. LinkedIn: Bill Clifford. Bluesky: @thisweekinvideogames.com. Forums: r/DreamStationcc
| Natalie Breymeyer / Axios: |
Collective, which uses AI to automate bookkeeping for solo business owners, raised a $40M Series B and $60M in nondilutive capital from GC's Customer Value Fund — Collective, a financial services platform for solo business owners, secured $100 million in financing, CEO Hooman Radfar tells Axios.
More: FinSMEs, PYMNTS.com, Accounting Today, and Tech Funding News
| Claire Rychlewski / Axios: |
Thrive Holdings agrees to acquire ADT in an all-cash take-private deal, valuing ADT at ~$7.6B in equity value, a ~46% premium over its October 27 closing price — Thrive Holdings has agreed to acquire ADT in an all-cash take-private, valuing the home security company at $15.3 billion in enterprise value, the companies announced today.
More: Finimize, The Verge, Bloomberg, Wall Street Journal, 24/7 Wall St., South Florida Business Journal, and Coverager
X: @mikeisaac and @thriveholdings
| Duncan Riley / SiliconANGLE: |
Ottawa-based Solink, which uses AI to pull data from already-installed security cameras, raised $100M+ led by Vertu Capital, bringing its total raised to $198M+ — Video intelligence company Solink Corp. revealed today that it has raised more than $100 million in new funding.
More: FinSMEs, Unite.AI, BetaKit, Canadian Press, and Globe and Mail
| Reuters: |
Sources: the US DOJ has inquired about the impact of Nvidia's Hugging Face deal on AI competition, as antitrust enforcers continue to probe Nvidia's conduct — The US Department of Justice has made inquiries about how Nvidia's (NVDA.O) $12.93 billion deal to buy open-source platform Hugging Face …
More: Bloomberg, CNBC, Tom's Hardware, Cautious Optimism, Techstrong.ai, The Next Web, The Decoder, Barron's Online, Seoul Economic Daily, and Coinpedia Fintech News. Forums: r/technology
| Ivan Mehta / TechCrunch: |
SuperMe, which generates AI-powered chats with simulated profiles of prominent industry experts to let users ask questions, raised $20M — When people have career or job questions, they usually tap into their network to find experts who've faced a similar predicament and can offer answers.| Reuters: |
Sources: Bloomberg, Susquehanna, and Jump Trading signed up for Truth Social's fast API feed of President Trump's posts, paying $60K to $100K per month — Truth Social, the social media platform founded by President Donald Trump, has signed up news and data provider Bloomberg and two Wall Street firms … Sponsor Posts
Command Line:
The new primitives of agentic software delivery — This goes beyond code generation. We're connecting people, AI, and feedback across the software development lifecycle.
The new primitives of agentic software delivery — This goes beyond code generation. We're connecting people, AI, and feedback across the software development lifecycle.
Will Reed:
The best sales leaders aren't job hunting. Here's how to reach them without months of cold outreach. — Our team came from Box, Square, and Brex, so we already know the GTM leaders worth meeting.
The best sales leaders aren't job hunting. Here's how to reach them without months of cold outreach. — Our team came from Box, Square, and Brex, so we already know the GTM leaders worth meeting.
Zoho:
Introducing the new Zoho Analytics: Agentic analytics for every business — We're excited to announce the launch of the new Zoho Analytics! This release marks a major shift for the product …
Introducing the new Zoho Analytics: Agentic analytics for every business — We're excited to announce the launch of the new Zoho Analytics! This release marks a major shift for the product …
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
The Upstarts Podcast:
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Veteran tech reporter Alex Konrad sits down with breakout entrepreneurs taking on the status quo to shake up their fields in AI, design, nuclear energy, space, and more.
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Cheeky Pint:
Why Sam Altman is against a single superintelligence
Stripe cofounder John Collison interviews founders, builders, and leaders over a pint.
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Great Chat:
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A podcast mostly about tech. Brought to you weekly by Angela Du, Sally Shin, Mac Bohannon, Helen Min, and Ashley Mayer.
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Sources:
Tobi Lütke on the AI agent revolution and future of Shopify
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.
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Inside Anthropic's IPO + How AI agents spy on your messages
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X: @sierraclub and @jemillerbalt
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