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November 2, 2026, 5:30 PM
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| Apple: |
Apple reports Q4 revenue up 12% YoY to $114.48B, vs. $113.39B est., China revenue up 21% to $17.5B, vs. $18.9B est., in John Ternus' first earnings report — September quarter records for total company revenue, iPhone revenue, and EPS Services revenue reaches new all-time high CUPERTINO …
More: Bloomberg, Macworld, Axios, The Verge, AppleInsider, 9to5Mac, Six Colors, MacRumors, Investor's Business Daily, Proactive, Business Insider, iThinkDifferent, TheDesk.net, Variety, and The Apple Post
Forums: r/wallstreetbets and MacRumors Forums
| Marcus Mendes / 9to5Mac: |
Apple Q4: iPhone up 17% YoY to $57.58B, vs. $56.54B est., Mac up 24% to $10.8B, iPad down 10% to $6.2B, and Wearables, Home, and Accessories down 8% to $8.3B — Apple sees Q4 revenue climb 12% year over year — Last year, for its fourth fiscal quarter, Apple reported $102.47 billion in revenue …
More: Reuters, AppleInsider, Wall Street Journal, CNBC, Financial Times, and iPhone in Canada
| Bailey Lipschultz / Bloomberg: |
S-1 update: Anthropic reports Q3 revenue up 12x YoY to nearly $17B, a $23.3B net loss, up from $12.1B in Q3 2025, and operating expenses up 292% YoY to $17.5B — Anthropic PBC disclosed a twelve-fold increase in quarterly revenue while revealing that it intends to spend more than $895 billion …
More: SEC.gov, CoinDesk, Gizmodo, The Information, Associated Press, Pulse 2.0, New York Post, Channel NewsAsia, New York Times, Yahoo Finance, Wall Street Journal, The Verge, and NewsMax.com
X: @wallstengine, @southernvalue95, @andrewcurran_, @deredleritt3r, @arakharazian, @jamestitcomb, @garymarcus, @kimmonismus, @zerohedge, @theobearman, @zerohedge, @jamestitcomb, @shanumathew93, @andrewcurran_, @lipko, @jasonlk, @deitaone, @krishnanrohit, @peterwildeford, @phithetasigma, @shiringhaffary, @andrewcurran_, @mikeisaac, @davidzmorris, @thetranscript_, @negligible_cap, and @rebeccatorrenc5. LinkedIn: Ignacio De Paz
Forums: Hacker News and r/technology
| Ashley Capoot / CNBC: |
Amended S-1: Anthropic says it has purchased commitments and lease agreements of $895.4B, “substantially all of which is related to compute and infrastructure” — Anthropic reported updated financials as part of an amended Form S-1 filing with the Securities and Exchange Commission on Monday …
More: Financial Times, Michael Tsai, The Asia Business Daily, Hindustan Times, Bloomberg, Quartz, Yahoo Finance, Business Insider, Unite.AI, and AIM
Forums: Hacker News, r/Anthropic, r/StockMarket, r/BetterOffline, and r/wallstreetbets
| Yasutaka Tamura / Bloomberg: |
| Aaron Tilley / The Information: |
Sources: Apple is developing a tabletop robot with a 9" screen and a swiveling arm, set for release in 2027 or 2028 for ~$1,000, as John Ternus pushes robotics — Apple's new CEO John Ternus wants the company to get serious about robots, but judging by Apple's plodding progress …
More: The Verge, Ars Technica, Macworld, Neowin, The Apple Post, Digital Trends, iThinkDifferent, iPhone in Canada, and 9to5Mac
| Rikiya Takehi: |
Researchers say LLMs can be good at natively reading and writing neural network weights; GPT-6 Astra edited Qwen3.5-0.8B's weights to make it better at math — TL;DR … If you were asked to handcraft a neural network that plays Go, what would you do? If you were handed raw neural network weights …
More: VentureBeat, seangoedecke.com, and Tom's Hardware
X: @kimmonismus, @yuchenj_uw, @rikiyatakehi, @emollick, @tenobrus, @lateinteraction, @a1zhang, @tunguz, @dejavucoder, @yoavgo, @jayden_teoh_, and @andrewcurran_. Bluesky: @philpax.me
Forums: Hacker News, r/accelerate, r/slatestarcodex, r/MachineLearning, r/LocalLLaMA, and r/singularity
| Anhata Rooprai / Reuters: |
Marvell agrees to acquire optical components maker Lumentum in a $115B all-stock deal, as it aims to rival Broadcom; Nvidia invested $2B in each company in 2026 — Marvell Technology (MRVL.O) is buying optical components maker Lumentum (LITE.O) in a $115 billion all-stock deal, including debt …
More: Marvell Technology, Inc., CNBC, SiliconANGLE, Bloomberg, Vik's Newsletter, Axios, Wall Street Journal, The Register, TechCrunch, Seeking Alpha, Capital Brief, Yahoo Finance, Motley Fool, CNBC, Fierce Network, Financial Times, Dow Jones Newswires, Investor's Business Daily, Wall Street Journal, Pulse 2.0, and 24/7 Wall St.
X: @vikramskr, @boringbiz_, @damnang2, @mkfilko, @benbajarin, @aleabitoreddit, @benbajarin, @danprimack, @mayazi, @firstadopter, @paradislabs, @jukan05, @patrickmoorhead, and @marvelltech. LinkedIn: Ariel Serber. Bluesky: @joshsternberg.com
| Bruno Ferreira / Tom's Hardware: |
Anthropic confirms new Claude Code limits “to steer it away from recreating someone else's specific game”, saying IP infringement is against its usage policy — Meanwhile, we now have direct reports of reverse engineering efforts being blocked, while online complaints grow.
More: Tom's Hardware, Mashable, Ars Technica, The New Stack, The Verge, GamesIndustry.biz, Eurogamer.net, PCWorld, Rock, Paper, Shotgun, 80 Level, and IGN
X: @addyosmani, @bolyki, @driphacker, @anechoicmedia_, @captgouda24, @a_real_society, @benjedwards, @sytelus, @orbital_perigee, and @arielkwiat
Forums: Hacker News, r/atrioc, r/aiwars, r/ClaudeAI, r/LocalLLaMA, r/macgaming, r/tomshardware, r/technology, r/accelerate, r/pcmasterrace, and Ars OpenForum
| Bloomberg: |
Supermarkets in Belgium, Ireland, Sweden, Finland, and Estonia report fridge and freezer temperature spikes due to suspected hacks, echoing attacks in France — Supermarkets across Europe were hit by suspected cyberattacks that resulted in sudden changes in the temperatures of their fridges …
More: Reuters, The Guardian, BBC, Financial Times, BelgaShare.be, Fortune, The Register, New York Times, The Irish Times, Tech Brew, Associated Press, Sky News, Axios, HotAir, The Asia Business Daily, RTÉ, Reuters, nltimes.nl, Business Insider, Government Technology …, BleepingComputer, Help Net Security, Silicon Republic, Forbes, Security Affairs, Dexerto, Neowin, Digital Trends, The Verge, CyberInsider, Straight Arrow, Quartz, The Independent, RedState, PCMag, CBS News, RuntimeWire, Digit, CNBC, The Sun, International Business Times, The National, and Courthouse News Service
X: @matthew_d_green, @insidergeo, @cernovich, @richdecibels, @matthew_d_green, @youranontv, @malwaretechblog, @cwarzel, @osint613, @maxekaplan, @zackkorman, and @warmonitor3
LinkedIn: Luca Collacciani and Nicolas Krassas
Forums: r/eutech, r/cybersecurity, r/worldnews, r/enshittification, r/europeanunion, r/UKPreppers, r/worldnews, r/europe, and r/europe
| Washington Post: |
Sources: SpaceX is in talks with EchoStar to acquire Boost Mobile or access its network, after Verizon, T-Mobile, and AT&T rebuffed requests for network access — Elon Musk approached the heads of America's top telecom companies in recent months with a request that would help him fulfill a years-long dream.
More: Engadget, The Information, Reuters, TechCrunch, PYMNTS.com, New York Times, Fast Company, Fierce Network, MarketWatch, The Verge, How-To Geek, DatacenterDynamics, Yahoo Finance, Barron's Online, 24/7 Wall St., Motley Fool, TelecomTV, The Crypto Basic, Digital Trends, Deadline, CoinGape, Investor's Business Daily, FOX 10 Phoenix, Quartz, Wccftech, and Light Reading
X: @tmfassociates. Bluesky: @karlbode.com. Mastodon: @cdarwin@c.im. Forums: r/cellmapper, r/SPCXInvestors, r/Starlink, and Slashdot
| Ivan Mehta / TechCrunch: |
Email: OpenAI plans to merge ChatGPT's Chat and Work tabs on desktop for select users before rolling it out widely; Codex “will remain a separate experience” — The ChatGPT desktop app can be a confusing piece of software, given that there are ChatGPT and Codex sections, and within the former, there are Chat and Work tabs.
More: OpenAI, 9to5Mac, Moneycontrol, Thurrott, ZDNET, iThinkDifferent, XDA Developers, Neowin, The New Stack, and Mashable
| Siladitya Ray / Forbes: |
Elon Musk says the cost of serving Grok Bot was “unsustainably high relative to revenue”, in response to subscribers complaining about SpaceX's usage limits — Topline — Elon Musk acknowledged on Sunday that the cost of running SpaceX's AI agent Grok Bot was “unsustainably high” …
More: TechCrunch, Telegraph, Business Insider, Yahoo Finance, TESLARATI, Neowin, The Independent, Windows Report, TechRadar, and Gizmodo
| Samantha Subin / CNBC: |
Palantir reports Q3 revenue up 96% YoY to $2.31B, above $2.18B est., US commercial revenue up 148% YoY to $984M, and raises FY 2026 revenue guidance to ~$8.53B — Palantir beat Wall Street's third-quarter estimates after the bell on Monday, with U.S. commercial revenue topping government … | Charlotte Klein / New York Magazine: |
A profile of OpenAI VP Charles Porch, an ex-Instagram executive who is rehabilitating AI's image across Hollywood and the media, including via celebrity dinners — Charles Porch is rich, super-connected, and tasked with getting celebrities (and everyone else) to not hate AI so much.| Kelly Cloonan / Wall Street Journal: |
Filings: Oracle is selling $10B in common stock and $10B in bonds, as it rushes to get financing for its data center buildout and chip purchases; ORCL falls 5%+ — The software company is selling $10 billion in common stock and $10 billion in bonds — Oracle plans to raise $20 billion … | OpenAI: |
OpenAI launches the Grid Protectors Program, a US effort for its future data center campuses meant “to reduce electricity demand when the grid is under strain” — Today we're launching the Grid Protectors Program, a national effort to support affordable, reliable electricity …
More: The Verge, The Deep View, TechRadar, Business A.M, Axios, and Blockchain.News
| Wall Street Journal: |
Sources: institutional investors told Anthropic that its IPO valuation should be around $1.5T to $1.6T, down from estimates of $2T, citing a tech stock selloff — Institutional investors who plan to buy shares in IPO show concern following a selloff in tech stocks| Liam Proven / The Register: |
Memo: Linux distribution vendor SUSE is laying off ~10% of its employees, saying “automation and AI are fundamentally shifting how software companies operate” — One in ten employees at SUSE are facing the chop due to “automation and AI,” according to a memo dispatched by management …
Mastodon: @brauner@mastodon.social
| Matt Burgess / Wired: |
Investigation: a network of 400+ domains and apps linked to Chinese-language developers bypasses app store reviews to generate nonconsensual deepfakes and CSAM — WIRED uncovered some 400 apps and websites linked to Chinese-language developers that look like regular AI tools but had secret features … | Scott Alexander / LessWrong: |
A look at AI safety debates and the rising popularity of “Stop Unilaterally + Raise Awareness”, or SURA; safety-focused AI labs shouldn't abandon the AI race — The AI Futures Project[1] distinguishes several different plans for navigating the AI transition, which I'll lump into two broader categories:| Reuters: |
Memo: Alphabet is issuing €6B in euro-denominated debt across seven tranches, attracting €17B+ in demand; Alphabet sold €9B of bonds in six tranches in May 2026 — Google parent Alphabet (GOOGL.O) is selling €6 billion ($6.7 billion) of bonds on Monday …
More: Bloomberg, Bloomberg Law, and Forbes Middle East
| Todd Spangler / Variety: |
Roku Q3: revenue up 24% YoY to $1.5B, Platform revenue up 23% YoY to $1.3B, ad revenue up 23% YoY to $727.4M, and subscriptions revenue up 23% YoY to $580.9M — For the third quarter, Roku handily topped Wall Street earnings expectations, with top-line growth of 24% to $1.50 billion in revenue.| Reuters: |
Putin orders owners of non-state data centers to reserve 10% of capacity for Russia's IT infrastructure after Ukrainian drone attacks on Russian facilities — Russian owners of non-state data centres will be required to reserve 10% of their capacity to help keep Russia's IT infrastructure running …
More: Tom's Hardware and Bloomberg
| SemiAnalysis: |
SemiAnalysis launches GDPx, an AI frontier model benchmark measuring 11 domains, including chip design, cybersecurity, and RSI; Opus 5.5 tops with a 12% score — A comprehensive benchmark spanning RSI, hardware design, cyber, bio, finance, legal, quant trading, chip design, software engineering, materials science, and alignment
More: TechCrunch, Wall Street Journal, and 9to5Google
X: @semianalysis_, @semianalysis_, @negligible_cap, @aisignaldrift, @zeroxkyle, @teortaxestex, @bryancsk, @vishalsingh2972, @sundarpichai, @eliebakouch, @fanofaliens, @kimmonismus, @bensprks, @statswire, @_mohansolo, @ellehcimnehs, @emollick, @abhijaymrana, @_josephwang_, @joshpurtell, @eliebakouch, @27upon2, @dr_gingerballs, @vitaliychiley, @s6juncheng, @nojansheybani, @qasim31wani, @melvinjohnsonp, @dingchilling, @_mohansolo, @patricktoulme, @dylan522p, @coulthur, @thefusioncube, @maxkan, @sujaihiremath, @ai_for_success, @ritvikpandey21, @_rahulparikh, @nicoup, @smlay_ero, @_josephwang_, @chakra_ai, @semianalysis_, @semianalysis_, @semianalysis_, and @semianalysis_. Bluesky: @davidcrespo
| Rest of World: |
Hirundo, Lazarus, and others are applying machine unlearning and weight edits to Chinese models to remove censorship and harden security for Western companies — A growing number of startups are editing powerful Chinese open-weight models for Western businesses that are concerned about censorship and security.Sponsor Posts
Subquadratic:
SubQ Snap 1.1: the first long-context decision model for real enterprise work — Tied for #1 on the AA Decision Index, Snap is a multimodal model with a 384k-token context window for fast reasoning and agentic decisions.
SubQ Snap 1.1: the first long-context decision model for real enterprise work — Tied for #1 on the AA Decision Index, Snap is a multimodal model with a 384k-token context window for fast reasoning and agentic decisions.
Zoho:
3 smarter updates for your staffing pipeline — Staffing recruiters manage multiple client requirements, large candidate databases, and tight submission deadlines. Finding suitable candidates is only the first step.
3 smarter updates for your staffing pipeline — Staffing recruiters manage multiple client requirements, large candidate databases, and tight submission deadlines. Finding suitable candidates is only the first step.
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.
WebBrain:
WebBrain: an open-source AI agent for your browser — Read pages, fill forms and automate tasks in Chrome or Firefox. Use local models or your preferred AI provider. Get started free.
WebBrain: an open-source AI agent for your browser — Read pages, fill forms and automate tasks in Chrome or Firefox. Use local models or your preferred AI provider. Get started free.Featured Podcasts
Grit:
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Lenny's Podcast:
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Interviews with world-class product leaders and growth experts to uncover actionable advice to help you build, launch, and grow your own product.
Subscribe to Lenny's Podcast.
Big Technology Podcast:
Big Tech's Ugly Week, Getting Rich At Anthropic, AI Costs Plunge
The Big Technology Podcast takes you behind the scenes in the tech world featuring interviews with plugged-in insiders and outside agitators.
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Machine Gods:
OpenAI's Latest Discoveries Spark a Backlash + Help! My Kid Hates AI
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The Upstarts Podcast:
The Accidental YC Founder Solving AI's GPU Crisis | SF Compute's Evan Conrad
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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