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November 5, 2026, 5:55 AM
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| Dina Bass / Bloomberg: |
OpenAI pledges to change how it handles data center deals, including avoiding nondisclosure agreements and cutting power usage, after Democrats' midterm wins — OpenAI said it will avoid nondisclosure agreements when it negotiates data center deals and ensure residents don't pay for the electricity … | Calder Mchugh / Politico: |
More: Wired, Wired, The Verge, Wired, Politico, Gizmodo, Wall Street Journal, CNBC, Business Insider, WeRSM, Reuters, New York Times, The Asia Business Daily, The Washington Sun, Futurism, Fast Company, Wall Street Journal, TESLARATI, The Verge, Electrek, MarketWatch, BBC, Transformer, Axios, Wall Street Journal, The Information, Financial Times, and Bloomberg
X: @elonmusk, @elonmusk, @oablanchard, @jamessurowiecki, @brockm, @pkafka, @alfonslopeztena, @rmac18, @gator_gum, @wrbolen, @zacksjerryrig, @moreperfectus, @davidafrench, @lmcgaughy, @phl43, @rloewe65, @gordonmckeemp, @lizwebstersbf, @lewis_goodall, @bcmerchant, @30gotnext, @cd_hooks, @noahpinion, @kirkpwatson, @ewkewpid, @mileslunn, @rshivshankar, @adamscochran, @harryjsisson, @jamestalarico, @aespolitics1, @mattbinder, @_sjpeace_, @genefortexas, @hewitson10, @jessesingal, @rmac18, @rmac18, @finestyew, @atrioc, @yahatetwoseeit, @sbg1, @reidhoffman, @reidhoffman, @reidhoffman, and @reidhoffman
Bluesky: @dell and @mattburgess1
Forums: r/AnythingGoesNews, r/FreeSpeech, r/inthenews, r/fivethirtyeight, and r/politics
| Washington Post: |
More: Data Centers on the Ballot, NBC News, Ballotpedia, Wired, 404 Media, Axios, Axios, Tom's Hardware, Fast Company, Reuters, Bisnow, STAT, The Hill, Mashable, Bloomberg, Faster Please!, Gizmodo, Capital B News, New York Post, Rolling Stone, The Verge, The Daily Caller, Financial Times, PYMNTS.com, Finimize, MIT Technology Review, Bloomberg, Latitude Media, Telegraph, and Bloomberg
X: @mollytaft, @mikeisaac, @sarthakgh, @junkscience, @philaroneanu, @zeynep, @benbajarin, @ashleyrgold, @carlquintanilla, @adamkovac, @thestalwart, @theobertram, @daniel_271828, @rmconservative, @martinskold2, @rob_flaherty, @jayshooster, @richardhanania, @sachalouise, @adamkovac, @tomorrowtgthr, @cwarzel, @bryancsk, @amandalfischer, @joebotxyz, @kyle_a_morse, @martin_casado, @xenoimpulse, @stevekopack, @andymasley, @doomslide, @bcmerchant, @shakeelhashim, @yifever, @mattparlmer, @_nathancalvin, @enpancotti, @theonebutlerian, @dataprogress, and @mollytaft
Forums: r/korea, r/politics, r/Anticonsumption, r/politics, r/antiai, r/technology, r/wallstreetbets, and r/BetterOffline
| Molly White / Citation Needed: |
More: Reuters, Fortune, Blood in the Machine, Cointelegraph, New York Times, CoinDesk, Unchained, CryptoPotato, The Atlantic, Gizmodo, and Politico
X: @s_alderoty, @molly0xfff, @laurashin, @blockgraze, @shakeelhashim, @shakeelhashim, @jayshooster, @molly0xfff, @samforstag, @molly0xfff, @molly0xfff, @molly0xfff, @molly0xfff, @molly0xfff, @daveweigel, @daveweigel, @molly0xfff, @rob_flaherty, @molly0xfff, @jayshooster, @bcmerchant, @cmesi, @brendanpedersen, @jayshooster, @sammsilverman, and @tedlieu
Bluesky: @patrickhowelloneill.com, @molly.wiki, and @neilturkewitz
| Emma Roth / The Verge: |
OpenAI launches Images 2.6 in ChatGPT, Codex, and its API, saying it generates images 50% faster, and adds animated GIF creation from prompts or photos — You can use ChatGPT to edit a GIF's animation speed and individual frames. … ChatGPT can now create GIFs using a prompt or a photo uploaded to the AI chatbot.
More: OpenAI, Moneycontrol, The Neuron, Storyboard18, The Decoder, Neowin, Mashable, TestingCatalog AI News, RuntimeWire, Blockchain.News, Digit, Decrypt, The Next Web, XDA Developers, and RuntimeWire
X: @openai, @openai, @angaisb_, @openai, @nickbaumann_, @openai, @tokengremlin, @ctrlaltdwayne, @higgsfield, @openaidevs, @synthwavedd, @victornunez, @vikktorrrre, @keytryer, @gdb, and @angaisb_
Forums: Hacker News, r/singularity, and r/ChatGPT
| Reuters: |
Data center shares fall as investors expect a slower AI buildout after Democrats' win; Hut 8 drops 23%, IREN 11%, Core Scientific 10%, and Applied Digital 7% — Wall Street closed sharply higher on Wednesday as Democrats' sweeping midterm election victory eased political uncertainty …
More: International Business Times, Bloomberg, and Reuters
X: @deepsailcapital, @beffjezos, @saso_capital, @localghost, @pitdesi, @leylakuni, @citrini, @jaysyoon, @ophirgottlieb, and @leifinvests. Bluesky: @jonchevreau
| Bloomberg: |
US tech giants' shares jump after Democrats' midterm sweep, as investors bet that a Democrat-controlled Congress will slow AI capex that is draining cash flow — The shares of US technology giants led the market higher on Wednesday as investors bet that a Democrat-controlled Congress will slow …
More: SiliconANGLE, Semafor, Washington Post, Reuters, CNBC, and Quartz
X: @repyassansari, @level39, @rihardjarc, @conorsen, @fabknowledge, @pequityresearch, @thestalwart, @buccocapital, @farrmacro, and @unusual_whales. Forums: r/BetterOffline
| Katherine Schwartz / Bloomberg: |
| OpenAI: |
OpenAI details a pipeline that used an upcoming cyber model to validate and patch 948 local privilege escalation vulnerabilities in Linux for $1.2M in API costs — Security research that once required a separate, sustained investigation for each finding can increasingly be run as a systematic process.
More: Gizmodo, Help Net Security, CoinDesk, Cyber Security News, RuntimeWire, Unite.AI, and Blockchain.News
X: @openai, @eric_wallace_, @gdb, @0x0sojalsec, @clintgibler, @openai, @aaronjmars, @yuchenj_uw, @openai, @petergostev, @thsottiaux, @clintgibler, @hesamation, @ky1ebot, @openai, @tokengremlin, @itszn13, @unk_data, @attrc, @sampullara, @choblin29, @nickadobos, and @talhof8. LinkedIn: Matthew Green
Forums: Hacker News, r/singularity, and Lobsters
| Ian King / Bloomberg: |
Qualcomm reports Q4 revenue down 8% YoY to $10.3B, above $10.1B est., and handsets revenue down 26% to $5.14B, below $5.25B est.; QCOM drops 8%+ — Qualcomm Revenue Will Shift Away From Handsets, CFRA's Zino Says — Video Player is loading. — Unmute — Current Time 0:00 Loaded: 19.75% Playback Rate
More: CNBC, iam-media.com, SiliconANGLE, QUE.com, Quartz, and Yahoo Finance
| Bloomberg: |
More: Qualcomm, CNBC, Reuters, Light Reading, PCMag, Motley Fool, Digit, PhoneArena, ServeTheHome, Dow Jones Newswires, ZeroHedge News, Via Satellite, Android Central, TechRadar, and Axios
X: @elonmusk, @starlink, @elonmusk, @qualcomm, @aaronburnett, @katiemiller, @michaelnicollsx, @ryanshrout, @sawyermerritt, and @cristianoamon
LinkedIn: Caleb Banke, Don McGuire, and Akash Palkhiwala
| Mark Gurman / Bloomberg: |
Sources: Apple cut some engineers' daily AI spending cap to $200 from $300 and plans cuts to as little as $100, as cost cutting stokes staff fears of layoffs — Apple Inc. is reducing employee budgets for artificial intelligence usage as part of a cost-cutting effort, even as the company seeks … | Madison Mills / Axios: |
Meta acquires Conductor, which lets developers run multiple AI coding agents in parallel; CEO Charlie Holtz says the team will join Meta Superintelligence Labs — Meta has acquired Conductor, an AI coding startup that lets software engineers manage multiple coding agents simultaneously …
More: Conductor, Silicon Republic, TechCrunch, The Register, PYMNTS.com, Implicator.ai, The Verge, SiliconANGLE, and RuntimeWire
X: @charlieholtz, @thdxr, @ilyasu, @shpigford, @benhylak, @bentossell, @nottuxedosam, @madisonmills22, @theo, @vitorialima_42, and @conductor_build. Forums: Hacker News
| Financial Times: |
Sources: Microsoft rejects an option to more than double its Texas data center contract with Nscale, dealing a fresh blow to Nscale's ambitions for a $35B IPO — Fresh blow ahead of start-up's IPO as tech giant turns down option to more than double Texas data centre contract
More: Finimize, Channel NewsAsia, Reuters, and Political.org
| David Keohane / Financial Times: |
Sources: China has told SoftBank it will not allow the $5.4B acquisition of ABB's robotics division to go ahead; China is the division's biggest market — Swiss-Swedish company's unit is focused on Chinese market and has mega-factory in Pudong — China has told SoftBank it will not allow …
More: Wall Street Journal, Reuters, The Straits Times, Bloomberg, and Finimize
| Ryan Christoffel / 9to5Mac: |
Apple says it will check iCloud items shared to “Anyone with the link” for “harmful content” in 27.3 OS versions, and may delete the content or disable accounts — iOS 27.3 adds lots of new iPhone features, and it also makes a change to how public iCloud links work … | Cristian Dina / The Next Web: |
Berlin-based Pliant raised an $80M Series C led by Seaya Nova and Speedinvest, as it opens its B2B payments infrastructure to AI agents — Claude, ChatGPT and in-house AI agents can now run business payments through Pliant. The Berlin fintech, past $100M in recurring revenue, will expand in North America.
More: Pliant, RuntimeWire, and PYMNTS.com
| Mark Stenberg / Adweek: |
Sources: Anthropic and AP struck a licensing deal just before the midterms, marking the first time Anthropic paid a digital news publisher to license content — The arrangement marks the first time the artificial intelligence firm has paid a digital news publisher to license its content| Cheng Ting-Fang / Nikkei Asia: |
Sources: China's export curbs on critical metals have disrupted supplies of micro drill bits made mainly from tungsten carbide, used in PCBs and chip substrates — TAIPEI — China's export controls on critical metals have disrupted supplies of micro drill bits, little-known but critical components … | Maxwell Zeff / Wall Street Journal: |
OpenAI President Greg Brockman says H1 2026 was “pretty rough”, but agentic coding tools, GPT-5.6 Sol, and ChatGPT Work drove a “revenue inflection” in Q3 — The ChatGPT maker's president said it experienced a ‘revenue inflection’ in the third quarter of 2026, driven by a growing enterprise business
More: Reuters
| Bloomberg: |
Meta raised €9B from its debut euro bond sale that drew a record €53B of orders, paying ~1.4x the risk premium Alphabet offered for similar bonds this week — Meta Platforms Inc. raised €9 billion from a debut euro debt bond sale that drew a record €53 billion of orders … | Carmen Arroyo / Bloomberg: |
Sources: Goldman Sachs and Apollo are in talks with investors to sell portions of SpaceX's ~$40B chip financing, asking some for up to $500M before syndication — Goldman Sachs Group Inc. and Apollo Global Management Inc. are in talks with Wall Street investors to start selling portions …
More: Reuters
| Charles Rollet / Business Insider: |
Source: Meta has decided to stop using fruit for its AI model codenames, as they didn't suit its lofty AI ambitions; its latest model was named “Watermelon” — Meta is done with fruits. — The social media giant has internally decided to stop naming its AI models after fruit, a person familiar with the matter said.
X: @alistairmbarr, @charlesrollet1, and @andymstone
| William Gavin / MarketWatch: |
AppLovin reports Q3 revenue up 55% YoY to $2.18B, above $2.07B est., and forecasts Q4 revenue above estimates; APP surges 20%+ — AppLovin's stock is popping after ‘clearly positive’ earnings results — AppLovin's forecast impressed investors. — No stock in the S&P 500 has performed worse …
More: AppLovin, Barron's Online, Investor's Business Daily, Motley Fool, and Motley Fool
| XBOX Wire: |
Microsoft previews using smartphones as controllers for Xbox Cloud Gaming on supported smart TVs and direct Wi-Fi cloud gaming support for the Nano Controller — Starting today, we're rolling out two previews for XBOX Cloud Gaming. On supported Smart TVs, you can use your phone as a controller when you don't have one nearby.
More: Neowin, Digital Trends, Thurrott, Windows Report, Pure Xbox, Windows Central, The Verge, and Mashable
| Reuters: |
Sources and company memo: Chinese NAND flash maker YMTC has put its Shanghai IPO on hold as China tightens share sale approvals; YMTC sought to raise ~$4.9B — Flash-memory chipmaker Yangtze Memory Technologies Co has put its Shanghai IPO on hold, according to a company memo and three people …
More: Condia
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