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November 5, 2026, 2:50 AM
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| Reuters: |
Data center shares fall as investors expect slower AI buildout after Democrats win Congress; Hut 8 drops 23%, IREN 11%, Core Scientific 10%, Applied Digital 7% — Wall Street closed sharply higher on Wednesday as Democrats' sweeping midterm election victory eased political uncertainty …
More: The Daily Upside, International Business Times, nationthailand, CNBC, Bloomberg, and Reuters
| Bloomberg: |
More: Reuters, SiliconANGLE, Financial Times, CNBC, Investopedia, and Quartz
X: @level39, @rihardjarc, @buccocapital, @pequityresearch, @conorsen, @thestalwart, @fabknowledge, @farrmacro, and @unusual_whales. Forums: r/BetterOffline
| Katherine Schwartz / Bloomberg: |
More: Australian Financial Review, The Real Deal, CBS News, Fortune, South China Morning Post, and Yahoo Finance
X: @edzitron, @business, @danadams_46, and @nanotitan28
| Emma Roth / The Verge: |
OpenAI launches Images 2.6 in ChatGPT, Codex, and the 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, Storyboard18, Neowin, The Decoder, Digit, Blockchain.News, Decrypt, Mashable, TestingCatalog AI News, RuntimeWire, The Next Web, XDA Developers, and RuntimeWire
X: @openai, @openai, @tokengremlin, @openaidevs, @openai, @ctrlaltdwayne, @synthwavedd, and @angaisb_
Forums: Hacker News, r/ChatGPT, and r/singularity
| 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: The Neuron, Cyber Security News, RuntimeWire, Blockchain.News, Unite.AI, and The Hacker News
X: @openai, @eric_wallace_, @gdb, @clintgibler, @attrc, and @thsottiaux
Forums: Hacker News and r/singularity
| 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 and RuntimeWire
| 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, TechCrunch, The Register, PYMNTS.com, The Verge, Implicator.ai, RuntimeWire, and SiliconANGLE
X: @charlieholtz, @thdxr, @shpigford, @bentossell, @madisonmills22, @theo, @vitorialima_42, @conductor_build, @ilyasu, @benhylak, and @nottuxedosam. Forums: Hacker News
| 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 … | 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: Reuters and The Economic Times
| 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 … | 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: Finimize, Reuters, Bloomberg, and Dow Jones Newswires
| 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| 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
| Connie Loizos / TechCrunch: |
Sequoia raised ~$10B in new funds, and announces it is shutting down its Arc accelerator and Scouts program, merging its early-stage and growth teams, and more — Sequoia Capital posted a memo to X on Wednesday morning titled “The Sequoia of Tomorrow” that's full of surprises.| 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: @charlesrollet1, @alistairmbarr, and @andymstone
| Ian King / Bloomberg: |
Qualcomm reports Q4 revenue down 8% YoY to $10.3B, vs. $10.1B est., and handsets revenue down 26% to $5.14B, vs. $5.25B est.; QCOM drops 8%+ after hours — 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, Quartz, Yahoo Finance, iam-media.com, SiliconANGLE, and QUE.com
| Spencer Soper / Bloomberg: |
Snap reports Q3 revenue up 14% YoY to $1.72B, in line with est., and DAUs up 4% to 495M, vs. 499M est.; SNAP drops 10%+ after hours — Snap Inc. fell after the company reported third-quarter ad revenue and user growth that missed estimates, with Chief Executive Officer Evan Spiegel acknowledging that … | Tess Owen / Wired: |
Pro-AI PAC Leading the Future ended the midterms with $20M+ in its bank, from ~$100M, after focusing on safe bipartisan candidates; its riskier bets fell flat — Leading the Future, backed by Silicon Valley's biggest billionaires, had a war chest of $100 million and an aggressive stance against AI regulation.
More: Fortune
| 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: Digital Trends, Neowin, Windows Report, Pure Xbox, Windows Central, The Verge, and Thurrott
| 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 … | 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 … | 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: Storyboard18 and Reuters
| 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%+ after hours — AppLovin's stock is popping after ‘clearly positive’ earnings results — AppLovin's forecast impressed investors.
| Calder Mchugh / Politico: |
Elon Musk's preferred US midterm candidates, including Ken Paxton and Vivek Ramaswamy, lost almost everywhere; Musk spent ~$446M, a record for a non-candidate — Plans for buildout of data centers across Texas in doubt after Democrats won a surprise sweep.
More: Wired, Wired, The Verge, Politico, Gizmodo, Wall Street Journal, Wired, CNBC, Business Insider, Wccftech, Reuters, New York Times, Motley Fool, WeRSM, Futurism, Fast Company, Austin American-Statesman, The Atlantic, Wall Street Journal, The Verge, Electrek, MarketWatch, BBC, Axios, Wall Street Journal, The Information, Financial Times, and Bloomberg
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Forums: r/AnythingGoesNews, r/FreeSpeech, r/inthenews, r/fivethirtyeight, and r/politics
| Stephen Council / Business Insider: |
Cat Wu, who left Anthropic last week, says she is joining OpenAI to lead product manangement for core products; Wu was the product lead for Claude Code — Cat Wu, who left Anthropic last week after becoming one of the company's highest-profile product managers, is joining OpenAI. She announced the news on X.| Irina Anghel / Bloomberg: |
Adzuna: UK entry-level job postings mentioning AI are up ~3x since early 2025; Indeed says one in six vacancies in AI-exposed fields now mentions AI, up 2x YoY — Artificial intelligence skills are no longer optional for the hundreds of thousands of young Britons seeking their first job … | Washington Post: |
Voters in 38+ US jurisdictions pass data center bans or restrictions; TV network poll: 56% said AI and data centers were a major or crucial factor in their vote — In at least 38 jurisdictions voters rejected or restricted data centers, delivering a major setback to the AI industry. — SummaryLoading...
More: NBC News, Data Centers on the Ballot, 404 Media, Wired, Ars Technica, Tom's Hardware, Reuters, Engadget, Agence France-Presse, New Republic, The Hill, Gizmodo, Fierce Network, PC Gamer, Semafor, Bloomberg, CNET, New York Post, Reason, Capital B News, Faster Please!, Mashable, Blood in the Machine, The Verge, The Daily Caller, The Atlantic, PYMNTS.com, Finimize, MIT Technology Review, Bloomberg, Latitude Media, and Telegraph
X: @junkscience, @sarthakgh, @mikeisaac, @philaroneanu, @zeynep, @benbajarin, @ashleyrgold, @carlquintanilla, @adamkovac, @thestalwart, @theobertram, @daniel_271828, @rob_flaherty, @jayshooster, @richardhanania, @sachalouise, @bryancsk, @amandalfischer, @joebotxyz, @kyle_a_morse, @xenoimpulse, @stevekopack, @doomslide, @bcmerchant, @yifever, @mattparlmer, @_nathancalvin, @enpancotti, @theonebutlerian, @rmconservative, @martinskold2, @adamkovac, @tomorrowtgthr, @cwarzel, @martin_casado, @andymasley, @shakeelhashim, @dataprogress, and @mollytaft
Forums: r/politics, r/korea, r/Anticonsumption, r/politics, r/antiai, r/technology, r/wallstreetbets, and r/BetterOffline
Zoho:
Labels that build themselves: Simplified Label Automation in Zoho Writer — Anyone who ships every day knows this feeling. Forty orders, each with a different number of items, and every item needs its own label. Content Source: Reddit You export the orders, duplicate rows to match the quantities …
Labels that build themselves: Simplified Label Automation in Zoho Writer — Anyone who ships every day knows this feeling. Forty orders, each with a different number of items, and every item needs its own label. Content Source: Reddit You export the orders, duplicate rows to match the quantities … Sponsor Post
| Reuters: |
Arm reports Q2 revenue up 27% YoY to $1.44B, vs. $1.38B est., royalty revenue up 8% to $670M, vs. $720.8M est., and licensing revenue up 50% to $773M — Arm Holdings (O9Ty.F), beat Wall Street estimates for second-quarter revenue on Wednesday, driven by higher royalty payments and licensing fees … | Jenny Lee / CNBC: |
Chinese chipmakers' aggressive hiring of experienced engineers is increasingly at odds with efforts to protect trade secrets in Taiwan and South Korea — A former Samsung Electronics employee who later joined Chinese memory chipmaker ChangXin Memory Technologies, or CXMT … | Deborah Mary Sophia / Reuters: |
Figma reports Q3 revenue up 43% YoY to $391.4M, above est., gross margin of 80%, below 81% est., and lifts its 2026 revenue outlook; FIG drops 6%+ after hours — Figma (FIG.N) is leaning on cashing in on its AI features through credits and using its first-party model to power tasks …
More: CNBC, Figma, Inc., MarketWatch, and RuntimeWire
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.
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Zoho:
Labels that build themselves: Simplified Label Automation in Zoho Writer — Anyone who ships every day knows this feeling. Forty orders, each with a different number of items, and every item needs its own label.
Labels that build themselves: Simplified Label Automation in Zoho Writer — Anyone who ships every day knows this feeling. Forty orders, each with a different number of items, and every item needs its own label.
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.
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Big Technology Podcast:
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Channels with Peter Kafka:
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Cheeky Pint:
The company building America's uranium supply from scratch
Stripe cofounder John Collison interviews founders, builders, and leaders over a pint.
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Newest
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 Q3Find
15 minutes ago
Irina Anghel / Bloomberg:
Adzuna: UK entry-level job postings mentioning AI are up ~3x since early 2025; Indeed says one in six vacancies in AI-exposed fields now mentions AI, up 2x YoYFind
25 minutes ago
Tess Owen / Wired:
Pro-AI PAC Leading the Future ended the midterms with $20M+ in its bank, from ~$100M, after focusing on safe bipartisan candidates; its riskier bets fell flatFind
65 minutes ago
Jenny Lee / CNBC:
Chinese chipmakers' aggressive hiring of experienced engineers is increasingly at odds with efforts to protect trade secrets in Taiwan and South KoreaFind
1½ hours ago
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 substratesFind
1½ hours ago
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 ~$4.9BFind
2 hours ago
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 IPOFind
2 hours ago
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Jeremy Barr / The Guardian:Alex Weprin / The Hollywood Reporter:
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