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Techmeme
November 3, 2026, 9:50 AM
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Apple:
Apple reports Q4 revenue up 12% YoY to $114.48B, above $113.39B est., China revenue up 21% to $17.5B, below $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 …
Dave Lee / Bloomberg:
John Ternus' first earnings call was a timid, scripted affair, as Apple faces a challenging Christmas quarter and a difficult 2027; AAPL falls 3%+  —  Apple Inc. investors and fans hoping to get an insight into the philosophy of new Chief Executive Officer John Ternus on Monday were left sorely disappointed.
Michael Acton / Financial Times:
Apple expects Q1 revenue to rise 7%-10% YoY, above 6% est., and gross margins of 45%-46%, below 47% est., as John Ternus says memory pricing “is unprecedented”  —  Hardware giant predicts robust sales in the holiday season but services outlook disappoints
Marcus Mendes / 9to5Mac:
Apple Q4: iPhone up 17% YoY to $57.58B, above $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
Sarah Perez / TechCrunch:
John Ternus says Apple expects “even higher memory costs” in Q1 and to keep increasing after; Apple's inventory grew 31.1% QoQ and 154.3% YoY to $14.54B in Q4
Ben Schoon / 9to5Google:
Google severs ties with and bans Android TV box maker Videostrong after finding it intentionally preloaded malware to open a backdoor to control the XCPE botnet  —  Google has confirmed that an Android TV device maker snuck a backdoor for malware onto certified devices …
Julie Bort / TechCrunch:
S-1: Anthropic says it may “imminently meet” its RSI threshold and may not identify “a significant acceleration” in its development until after it has occurred  —  While much attention has focused on the updated financials Anthropic revealed in its revised S-1A on Monday …
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”
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
Financial Times:
Sources: Nvidia verbally told cloud compute clients they must sell 51%+ of their services to non-Chinese companies, as the US further limits China's chip access  —  Nvidia is ordering its data centre partners to reduce exposure to Chinese customers in a move that further restrains China's ability …
Gareth Vipers / Wall Street Journal:
OpenAI hires former US Army Secretary Dan Driscoll to oversee national security modernization, as it pushes to secure government contracts and shape policy  —  Driscoll will advise on ways AI could bolster U.S. security capabilities and cyber defenses  —  OpenAI has appointed former U.S …
Tom Wilson / Financial Times:
The UK NCSC says AI is “transforming cyber operations” and expects China and Russia to “routinely use AI cyber to achieve their geopolitical goals” by 2028  —  Head of National Cyber Security Centre set to warn security defences, particularly for critical infrastructure, are inadequate
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 …
OpenAI:
OpenAI partners with Cathedral to test its security defenses and revamps its Security Bug Bounty program, including quadrupling rewards for critical findings  —  We're planning our next internal security sprint at OpenAI, bringing new researchers and security partners together with our own teams …
Financial Times:
Chainalysis and Elliptic expect North Korean hackers to take months to launder the Binance proceeds, utilizing scripted automation and DeFi lending protocols  —  North Korean hackers are expected to take months to launder the billions of dollars of tokens they stole last week from crypto exchange Binance …
Jason Shubnell / The Block:
Brazil's largest crypto exchange Mercado Bitcoin halts withdrawals after a breach involving $46M+ in assets, per Arkham; Tether froze 4.5M+ USDT in response  —  The exchange paused deposits and withdrawals after the incident, while Tether froze more than 4.5 million USDT linked to the attacker.
Adriano Marchese / Wall Street Journal:
Shopify reports Q3 revenue up 32% YoY to $3.74B, vs. $3.75B est., GMV up 29% to $119.1B, net income up 75% to $462M, and adjusted EPS of $0.49; SHOP falls 15%+  —  The ecommerce company's third-quarter revenue rose to $3.74 billion from $2.84 billion  —  Shopify reported higher third-quarter profit …
The Information:
Sources: Anthropic tells investors that its 15-person chip design team is already using Claude for engineering and design work on its custom chips  —  Anthropic's AI models have helped uncover serious cyber vulnerabilities and transform the software coding profession.
David Pierce / The Verge:
iPad mini (2026) review: great OLED display, waterproof and dustproof, and fast A20 Pro chip, but it is expensive, no 120Hz display, and still lacks Face ID  —  The iPad Mini sometimes feels like a trap.  It is, in some ways and for some people, the perfect iPad: meaningfully larger …
Marina Temkin / TechCrunch:
Trajectory, which is developing AI model post-training tools for nontechnical customers, raised a $45M Series A led by Sequoia at a $300M valuation  —  Whether developed by OpenAI, Anthropic, or built on open-source alternatives, current AI models share a critical limitation …

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About This Page

This is a Techmeme archive page. It shows how the site appeared at 9:50 AM ET, November 3, 2026.

The most current version of the site as always is available at our home page. To view an earlier snapshot click here and then modify the date indicated.

From Mediagazer

Thomas Buckley / Bloomberg:
Sources: Disney eyes laying off thousands, asking some managers to target 20% in annual cost savings, which could come from job cuts and expense reductions

Blake Brittain / Reuters:
The NYT, the New York Daily News, and others sue browser maker Brave for allegedly scraping their articles for AI training and letting users bypass paywalls

Lizo Mzimba / BBC:
UK High Court rejects a celebrity's bid to stop ITN and the Guardian from publishing his name and sexual misconduct claims; he stays anonymous pending appeal

More News

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

Earlier Picks

John Werner / Forbes:
Tutor Intelligence, which trains robot foundation models and builds AI warehouse robots, raised a $75M Series B led by a16z, taking its total funding to $117M
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
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”
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
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