| 11:05 PM • | Matthias Bastian / The Decoder: Google rolls out Gemini Omni 1.2 Flash, which creates clips up to 15 seconds, vs. 10 seconds with Omni 1.1, has better reference adherence, and costs 30% less |
| 10:15 PM • | Emma Roth / The Verge: Perplexity rolls out Teammates, an always-on AI agent system that integrates with Computer to handle multiple roles and execute large-scale tasks simultaneously |
| 9:25 PM • | Financial Times: Sources: UK neobank Monzo is exploring a round valuing it at ~£7.5B after failing to be acquired by Nu Holdings and struggling to sell a stake to private equity |
| 8:50 PM • | The Information: Filing: Airbnb discloses that it has the option to invest in and license tech from CEO Brian Chesky's stealth AI lab; source: Chesky has self-funded it so far |
| 8:15 PM • | Business Insider: Sources: Thinking Machines Lab is raising $5B led by Accel at a $40B pre-money valuation, more than triple its valuation from its last public round in July 2025 |
| 7:55 PM • | Artificial Analysis: Artificial Analysis says Inkling 2 Small matches Gemini 3.8 Flash (high) in its index and would be the top open model outside China once its weights are out |
| 7:45 PM • | Kelly Cloonan / Wall Street Journal: Lyft reports Q3 revenue up 8% YoY to $1.82B, vs. $1.92B est., and a net loss of $0.03 per share, vs. an est. net income of $0.20 per share; LYFT drops 5%+ |
| 7:35 PM • | Nieman Lab: Meta pauses its new commercial terms, which critics say would have let it scrape the websites of business users, after a publisher outcry and court injunctions |
| 7:20 PM • | Aaron Holmes / The Information: Sources: cloud security startup Cyera is planning to raise around $800M in a round led by Cyberstarts at a $20B valuation, up from $12B in June |
| 7:15 PM • | Thinking Machines Lab: Thinking Machines Lab debuts Inkling 2 Small, a MoE model with 594B total and 17B active parameters, and plans to release weights next week after safety testing |
| 7:10 PM • | Wall Street Journal: Sources: major investors are increasingly skeptical Anthropic's IPO can proceed at a $1.5T valuation after a market selloff; one says it could be closer to $1T |
| 6:35 PM • | Reuters: Sources: Unity has held talks to be acquired by a consortium including Silver Lake, which owns 8% of Unity, and Saudi Arabia's PIF, discussing a ~$25B valuation |
| 6:30 PM • | New York Times: Sources: The New York Times has entered exclusive negotiations to acquire Letterboxd for ~$330M; A24 dropped out of negotiations after price expectations rose |
| 6:15 PM • | Elias Schisgall / Wall Street Journal: Cloudflare reports Q3 revenue up 39% YoY to $782.5M, above $737.2M est., a $34.1M net loss, and lifts its FY 2026 revenue and earnings guidance; NET jumps 10%+ |
| 6:10 PM • | Bloomberg: Airbnb reports Q3 revenue up 19% YoY to $4.9B, above est., Nights and Seats Booked up 16% to 155M, and ups its full-year guidance a third time; ABNB jumps 9%+ |
| 5:15 PM • | Natalia Kniazhevich / Bloomberg: The Nasdaq 100 fell 6% on Thursday, losing a record $2.3T in value, and the Philadelphia chip index fell 12%, on AI trade concerns after Democrats won Congress |
| 4:40 PM • | Kevin Breuninger / CNBC: GOP leaders of three House committees ask Jensen Huang for a closed-door briefing on his ties with Megaspeed executive Alice Huang, reportedly a Chinese asset |
| 4:35 PM • | Rocket Drew / The Information: California State Senator Scott Wiener, an author of AI safety law SB 53, won Tuesday's election to succeed Pelosi in the US House, campaigning on AI regulation |
| 4:30 PM • | @metr_evals: METR: Anthropic redacted much of the “most informative” evidence from METR's 100-page report, so readers “must rely on our judgment more than we consider ideal” |
| 3:40 PM • | Meghan Bobrowsky / Wall Street Journal: Meta President Dina Powell McCormick says building new US data centers will be “harder” after midterm results, but it will be easier to expand existing projects |
| 3:15 PM • | The Information: Sources: Nvidia approached Apollo about retrofitting some of the 130+ buildings of the PE firm's struggling ISP Brightspeed into a network of small data centers |
| 2:40 PM • | Davey Alba / Bloomberg: Google says it will spend $17B to build its first Wyoming data center, pay for all the power it uses, and form a Community Council to address growth concerns |
| 2:30 PM • | Jay Peters / The Verge: Meta rolls out voice mode and expressive avatars in the Muse app, starting in the US, letting users have real-time voice conversations with their Muse AI agent |
| 2:20 PM • | Reuters: Sources: about 600,000 of Nvidia's H200 chips are stored in Hong Kong awaiting shipment to mainland China, as Beijing withholds approval for large-scale imports |
| 2:01 PM • | Tiffany Li / The Information: METR: Anthropic's models are improving about twice as fast as they did between March 2024 and October 2025, with internal AI use driving ~80% of acceleration |
| 1:50 PM • | Los Angeles Times: California's Proposition 40, which proposes a one-time 5% tax on billionaires' assets to mostly fund healthcare, seems headed for defeat as vote counts continue |
| 1:15 PM • | Radhika Rajkumar / ZDNET: Anthropic launches Personal Finance in Claude, letting users connect bank and credit card accounts via Plaid with read-only access to analyze spending trends |
| 12:25 PM • | Tom Warren / The Verge: Microsoft rolls out to Xbox Insiders an Xbox PC app that launches up to 60% faster and has a design to match Xbox Cloud Gaming updates on the web and smart TVs |
| 12:15 PM • | Djohnson / CyberScoop: OpenAI says GPT-6 Cyber will first launch to a limited number of customers in its Daybreak Red program and has found 81+ “novel” vulnerabilities in Firefox |
| 12:10 PM • | Reuters: Marc Lore's Wonder Group files confidentially for a US IPO, after raising $650M at a $9B pre-money valuation in July and acquiring Grubhub for $650M in 2025 |
| 12:06 PM • | Emma Roth / The Verge: OpenAI launches GPT-6 Cyber, which it says outperforms GPT-6 Astra on cyber benchmarks, is better at finding vulnerabilities, and is less likely to go rogue |
| 12:01 PM • | Rebecca Torrence / Bloomberg: Defense tech startup Shield AI raises $2.5B, including a $1B Series H at a $28.8B valuation and $500M in debt, to help acquire radar company Echodyne for $5.3B |
| 11:50 AM • | Ivan Mehta / TechCrunch: Aina, which has raised $5.5M, debuts an “AI ring” with a screen, joystick, and mic to let users talk to their AI agents, take notes, control Apple TV, and more |
| 11:40 AM • | Brody Ford / Bloomberg: Sources: Microsoft is tightening oversight of some data center projects, stepping away from those it deems risky, and debating whether to ink new neocloud deals |
| 11:35 AM • | Lefteris Papadimas / Reuters: Greece's parliament approves a 10% capital gains tax on crypto, exempting gains of up to €500 a year, in the country's first comprehensive crypto tax framework |
| 11:25 AM • | Jonathan Stempel / Reuters: Google, Meta, and TikTok file lawsuits to block a California law that bans online platforms from providing “psychologically exploitative features” to under-16s |
| 11:10 AM • | Ben Schoon / 9to5Google: Motorola launches the $1,599+ Signature 27, featuring a Snapdragon 8 Elite Extreme Gen 6 chipset, a 6.8-inch Tandem OLED display, and seven years of OS updates |
| 11:01 AM • | Rya Jetha / Business Insider: Humble Robotics, which is building cabless electric autonomous trucks for regional routes under 250 miles, raised $51M, taking its total funding to $75M |
| 10:45 AM • | Isabelle Bousquette / Wall Street Journal: Mercedes-Benz rolls out conversational AI models that run directly on its cars instead of the cloud through a partnership with MIT spinout Liquid AI |
| 10:40 AM • | Mary Ann Azevedo / Crunchbase News: Dropbox plans to acquire AI storage startup Tigris Data for $350M, its largest acquisition; Tigris raised ~$31.9M from Spark, a16z, Basis Set, and others |
| 10:30 AM • | Ivan Mehta / TechCrunch: ElevenLabs says users can now publish AI-generated music made with ElevenMusic directly on SoundCloud and that users have created 25M+ tracks using its models |
| 10:25 AM • | Bloomberg: Sources: Apple plans to raise ~$7B from its first investment-grade bond offering in more than a year to fund share buybacks, dividends, and capital expenditures |
| 10:05 AM • | Kelly Cloonan / Wall Street Journal: Autonomous drone delivery startup Zipline raised $1.5B at a $21.5B valuation, up from $7.85B after raising $600M+ in January, and plans to grow US manufacturing |
| 9:35 AM • | Jaron Schneider / PetaPixel: The MacBook Pro's PROLED XDR display is the best display you can buy right now, but touching it is not very ergonomic and lack of Apple Pencil support is weird |
| 9:10 AM • | Andrew E. Freedman / Tom's Hardware: MacBook Pro with PROLED XDR Display review: a gorgeous screen, touch is useful for some apps, and excellent speakers with deep bass, but pricey and no Face ID |
| 8:20 AM • | Andrew J. Hawkins / The Verge: United Airlines rolls out a custom native Spotify seatback app across its fleet, letting users log into their accounts, powered by Starlink's satellite Wi-Fi |
| 8:05 AM • | Marcus Mendes / 9to5Mac: Apple rolls out Retention Messaging, letting developers show personalized text, images, or special offers to users who are trying to cancel their subscription |
| 7:40 AM • | Samantha Kelly / Bloomberg: Agility Robotics begins trading on the Nasdaq under the ticker AGLT after a SPAC merger, the first dedicated humanoid robotics company to go public in the US |
| 7:25 AM • | New York Times: Sources detail Dario Amodei's AI beliefs, shaped by forums like GiveWell and based on EA and “rationalism”, and his disputes with Sam Altman and Greg Brockman |
| 7:16 AM • | Tom Warren / The Verge: Discord is moving its desktop app from Electron to Rust for improved speed and memory safety; its CTO shares an image of the Windows app using just 290MB of RAM |
| 7:02 AM • | Bloomberg: Sources: Micron suspends construction of its $3B to $4.5B Fab 11E facility in Taiwan, set for 2028, due to mounting uncertainties over a local labor dispute |
| 6:50 AM • | Andrew J. Hawkins / The Verge: Amazon partners with Uber to make Uber Eats the “official” US restaurant delivery partner for Amazon Prime subscribers, after previously partnering with Grubhub |
| 6:40 AM • | Bloomberg: Study: UK consumer AI spending passes £1B annually, with 5.2% of adults paying for subscriptions as of July 2026, when Claude's share hit 29% vs. ChatGPT's 52% |
| 6:30 AM • | Jay Peters / The Verge: X rolls out a redesigned web app country by country for signed-in users, replacing three servers with one to improve load times especially on slow connections |
| 6:25 AM • | Wall Street Journal: Sources: at Jensen Huang's midterms event, tech executives expressed concern over anti-data center results; OpenAI discussed resetting its 2027 capacity plans |
| 6:20 AM • | Will Knight / Wired: Hugging Face CEO Clément Delangue says his P(doom) is “close to zero”, arguing that most AI risk is created by closed frontier AI labs, not open-source systems |
| 6:10 AM • | Carl Franzen / VentureBeat: Ricursive releases Ripple-65B Preview, a general-purpose variant of its AI model for advanced chip design, under Apache 2.0, costing $0.60 per 1M output tokens |
| 6:05 AM • | Takashi Mochizuki / Bloomberg: Nintendo reports Q2 net profit down 16% YoY to $468M, as rising Switch 2 component costs cut into its margins; Switch 2's H1 FY 2027 sales fell 37% YoY to 6.49M |
| 6:01 AM • | Andrew Webster / The Verge: An interview with two Nintendo producers on the new Ocarina of Time remake for the Switch 2, which features modern gameplay mechanics like full camera control |
| 5:45 AM • | Dina Bass / Bloomberg: OpenAI pledges to change how it handles data center deals, including avoiding NDAs and lowering power usage during peak times, after Democrats' midterm wins |
| 5:40 AM • | Aryan Gupta / Bloomberg: Sunil Mittal, who founded India's second-largest telco Airtel, says Airtel-backed OneWeb can build a satellite-internet network independent of the US and China |
| 5:30 AM • | Takashi Mochizuki / Bloomberg: Sony reports Q2 revenue of ~$21.7B, operating profit of $3.94B, both above est., and 2.6M PS5 sales, as GTA VI sparks a US sales jump, especially of the PS5 Pro |
| 2:35 AM • | 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 |
| 2:25 AM • | Irina Anghel / Bloomberg: Adzuna: UK entry-level job postings mentioning AI are up almost 3x since early 2025; Indeed: one in six openings in AI-exposed fields now mentions AI, up 2x YoY |
| 1:45 AM • | Tess Owen / Wired: Pro-AI PAC Leading the Future ended the midterms with $20M+ in the bank, from ~$100M, after focusing on safe bipartisan candidates; its riskier bets fell flat |
| 1:20 AM • | 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 |
| 1:10 AM • | 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 |
| 1:05 AM • | Reuters: Sources and company memo: Chinese NAND flash maker YMTC has put its Shanghai IPO on hold as China tightens approval for share sales; YMTC sought to raise ~$4.9B |
| 12:45 AM • | 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 |
| 12:20 AM • | XBOX Wire: Microsoft previews using smartphones as controllers for Xbox Cloud Gaming on supported smart TVs and Wi-Fi cloud gaming support for the Xbox Nano Controller |
| 11:35 PM • | Charles Rollet / Business Insider: Source: Meta has decided to stop naming its AI models after fruit, as they didn't suit its lofty AI ambitions; its latest, Wonder Full, was codenamed Watermelon |
| 11:15 PM • | David Keohane / Financial Times: Sources: China told SoftBank it will not allow the $5.4B acquisition of ABB's robotics division to go ahead; the Swiss-Swedish company employs ~12,700 in China |
| 11:10 PM • | Valida Pau / The Information: Sources: Palo Alto Networks is in talks to acquire Israeli startup Clutch Security, which develops software for tracking passwords used by AI agents, for ~$500M |
| 10:25 PM • | 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 |
| 9:50 PM • | 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 |
| 9:10 PM • | William Gavin / MarketWatch: AppLovin reports Q3 revenue up 55% YoY to $2.19B, above $2.07B est., net income up 72% to $1.44b, and forecasts Q4 revenue above estimates; APP surges 30%+ |
| 8:20 PM • | Stephen Council / Business Insider: Catherine Wu, who left Anthropic last week, says she joined OpenAI as Product Lead for Core Products; Wu was the Head of Product for Claude Code for two years |
| 8:10 PM • | 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 |
| 7:55 PM • | Mark Stenberg / Adweek: Sources: Anthropic and AP struck a licensing deal just before the US midterms, the first time Anthropic paid a digital news publisher to license its content |
| 7:40 PM • | 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 a prompt or a photo |
| 7:15 PM • | Bloomberg: Sources: Google DeepMind spinout Isomorphic Labs is in talks to raise ~$5B at a ~$50B valuation; the AI drug discovery startup raised $2.1B in May led by Thrive |
| 6:30 PM • | 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% |
| 6:00 PM • | 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 10%+ |
| 4:40 PM • | Spencer Soper / Bloomberg: Snap reports Q3 revenue up 14% YoY to $1.72B, in line with est., DAUs up 4% to 495M, below 499M est., and ad revenue up 4%, below 6% est.; SNAP drops 10%+ |
| 4:31 PM • | 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 |
| 4:31 PM • | Ian King / Bloomberg: Qualcomm reports Q4 revenue down 8% YoY to $10.32B, above $10.1B est., net income up 140% to $1.25B, and handsets revenue down 26% to $5.14B; QCOM drops 9%+ |
| 3:50 PM • | Bloomberg: Meta raised €9B from its debut euro bond sale that drew a record €62B+ of orders, paying ~1.4x the risk premium Alphabet offered for similar bonds this week |
| 3:10 PM • | Mark Gurman / Bloomberg: Sources: Apple cut some engineers' daily AI spending cap from $300 to $200 and plans cuts to as little as $100, as cost cutting stokes employee fears of layoffs |
| 2:45 PM • | Murad Hemmadi / Globe and Mail: Filing: AMD will pay ~$2.9B in cash and stock for AI chip startup Taalas, with $1.4B dependent on unspecified conditions; the deal was announced in August |
| 2:35 PM • | 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 |
| 1:50 PM • | 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 |
| 1:02 PM • | Bloomberg: US tech giants' shares jumped on Wednesday, as investors bet that a Democrat-controlled Congress will slow AI capex that is eating up Big Tech's free cash flow |
| 12:30 PM • | 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 |
| 12:02 PM • | Isaac Kasahara / Pangram: Pangram releases Pangram Image 1.0, which it says is state-of-the-art in AI image and AI video detection, and the smaller Image Flash 1.0 for AI video detection |
| 11:50 AM • | Ivan Mehta / TechCrunch: Titan OS, which monetizes smart TVs via ads and FAST deals, raised $46M in equity and debt, taking its total funding to $110M, and says it now has 30M users |
| 11:15 AM • | Shakeel Hashim / Transformer: What the blue tsunami means for AI policy |
| 11:10 AM • | Katherine Schwartz / Bloomberg: CoreWeave's bonds hit new lows after Democrats in favor of slowing down data center construction win gubernatorial races, including in Texas; CRWV drops 9.9% |
| 11:02 AM • | Ryan Weeks / Bloomberg: Sources: Tron, Tether, Binance, and TRM Labs' T3 Financial Crime Unit quietly dissolved in August due to slow response times, after freezing $250M in assets |
| 10:50 AM • | Yueqi Yang / The Information: Circle reports Q3 revenue up 17% YoY to $875M, driven in part by its ARC token presales, net income up 5% to $226M, and says it is cutting 5% of its employees |
| 10:45 AM • | Deborah Sophia / Reuters: TeraWulf secures a credit backstop agreement with Google to support financing for its data center project with Anthropic in Kentucky, set to come online H2 2027 |
| 10:15 AM • | Molly White / Citation Needed: Crypto and AI super PACs spent $250M in 2026 midterms, but lost 9/12 competitive races called so far, spending $74.7M on losing candidates and $28.3M on winners |
| 9:50 AM • | Bloomberg: Sources: Singapore-based, Nigeria-focused payments startup OPay halts its $300M US IPO just hours after pricing it due to inquiries from a Chinese regulator |
| 9:30 AM • | Jagmeet Singh / TechCrunch: Revolut hits a $115B valuation, up from $75B in November 2025, after a secondary share sale led by Glade Brook, Coatue, and others, as it plans a US bank launch |
| 9:20 AM • | Ben Gartside / Wired: UK AI Minister Kanishka Narayan says AI is set to add £55B to £140B to the economy by 2030, below a £400B estimate from a Google-led report touted by officials |
| 9:10 AM • | Sawdah Bhaimiya / CNBC: The French Blood Establishment says external providers' blood cold storage units were hacked to raise temperatures, in a wave of refrigeration cyberattacks |
| 9:01 AM • | Mike Butcher / Pathfounders: Sequoia says it's closing its London office after six years and consolidating operations back to the Bay Area, as it doesn't “see the need for a local presence” |
| 8:47 AM • | Bloomberg: Qualcomm signs a multiyear SpaceX deal to supply Dragonwing hardware and network software for “tens of thousands of cell sites” for a US-wide 5G network in 2027 |
| 8:25 AM • | Bloomberg: Waymo plans to end its exclusive robotaxi partnership with Uber in Austin and Atlanta in January 2028 and switch to its own app to improve consistency for users |
| 8:15 AM • | Duncan Riley / SiliconANGLE: Sentra, which helps restrict and monitor data access for AI agents, raised a $150M Series C led by Capital One Ventures, taking its total funding to $250M+ |
| 8:01 AM • | Reuters: AI sales automation startup Nooks secures a $500M commitment from General Catalyst's CVF, which will take a share of the returns its capital helps generate |
| 7:55 AM • | Rafe Rosner-Uddin / Financial Times: Uber reports Q3 revenue up 10% YoY to $14.8B, Gross Bookings up 20% to $59.8B, trips up 16% to 4.1B, and plans to scale its autonomous fleet to 2,000+ in 2027 |
| 7:50 AM • | Washington Post: Voters in 38+ US jurisdictions pass data center bans or restrictions; NBC News poll: 56% said AI and data centers were a major or crucial factor in their vote |
| 7:40 AM • | Bloomberg: HP names former GSK CEO Emma Walmsley as its new CEO, effective from January 4, filling the role after HP's Enrique Lores left for PayPal in February 2026 |
| 7:25 AM • | Politico: Democrats who ran on data center opposition and AI regulation won Congress seats in OH, PA, WI, CO; some see a mandate to use their new gavels against Big Tech |
| 7:10 AM • | Madison Mills / Axios: OpenAI acquires developer tools startup Pierre Computer for an undisclosed amount and plans to integrate Pierre's Code Storage feature directly into Codex |
| 6:45 AM • | Ben Thompson / Stratechery: Democrats' US midterms victory is a win for hyperscalers and AI labs, a mixed bag for Nvidia, an advantage to China, and may make space data centers attractive |
| 6:35 AM • | 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 |
| 6:25 AM • | SemiAnalysis: Analysis: SpaceX revises its 2027 data center capacity target up to a record ~13GW, roughly equivalent to all of Google's capacity from 1999-2026 in 1.5 years |
| 6:15 AM • | Danial Azhar / Bloomberg: Google plans to spend $15B across 2027 and 2028 to expand its data center and cloud operations in Malaysia, including on new computing hubs and water security |
| 6:05 AM • | Reuters: Google says it expanded voluntary exit buyouts in June to employees across Canada, France, Germany, Japan, and Switzerland to manage costs amid huge AI spending |
| 6:01 AM • | Nick Wingfield / The Information: Texas elects Democrats for governor and the US Senate for the first time in decades, creating uncertainty for its booming AI data center sector and Elon Musk |
| 5:55 AM • | Bloomberg: Tencent releases its Hy4 open-weight foundation model, which it says joins the top tier of Chinese open-weight AI for the first time, and plans a Flash version |
| 5:45 AM • | Financial Times: Democratic governors elected on promises to stop data centre building |
| 5:01 AM • | Financial Times: Legal shifts in Texas and Delaware leave Elon Musk's SpaceX-Tesla merger and Meta's new non-voting share plan better prepared to fend off shareholders' lawsuits |
| 4:45 AM • | Neil Kakkar / The Pragmatic Engineer: A software engineer details how he went from merging eight to 20 pull requests per month to 200+ after joining AI-native creator startup Tano eight months ago |
| 4:10 AM • | Stephanie Findlay / Financial Times: James Talarico's historic Texas Senate victory deals blow to Elon Musk |
| 4:01 AM • | Sasha Rogelberg / Fortune: Ohio voters approved data center bans or restrictions in 14+ municipalities across 21 ballot measures, adding to the 125 local moratoriums already in the state |
| 2:30 AM • | Martha Muir / Financial Times: Industry experts warn that slow US power grid expansion could strangle its AI boom and hand an advantage to China, which can build power infrastructure faster |
| 2:20 AM • | Reuters: ITjuzi: Chinese embodied AI companies raised ~$13B across 322 deals in H1 2026, up 5x YoY, as Chinese robot makers shift their focus from hardware to AI brains |
| 1:55 AM • | Bloomberg: Democratic gubernatorial wins from Texas and Georgia to Ohio and Pennsylvania are set to expose 50% of AI data center proposals to more scrutiny and pushback |
| 1:35 AM • | Simon Sharwood / The Register: AMD projects ~$17B in Q4 revenue, above Intel's $15B to $16B projection, potentially overtaking Intel as the largest x86 processor vendor for the first time |
| 1:25 AM • | Ivan Mehta / TechCrunch: Bengaluru-based EloElo, whose Story TV microdrama app has 33M+ est. active users, raised an $80M Series C led by Hornbill Capital and NBCU at a $500M valuation |
| 1:15 AM • | Bloomberg: A Democratic sweep of US Congress pulls down Asian tech stocks, as investors rethink trades built around Trump's policy agenda for AI infrastructure and crypto |
| 1:05 AM • | Financial Times: Sources: Oracle has scrapped a ~$7B, five-year deal to lease as many as 100K advanced AI chips to Tencent after bowing to pressure from the Trump administration |
| 12:55 AM • | Bloomberg: Sources: Alibaba, Tencent, ByteDance, and other Chinese AI companies ordered ~6M Nvidia RTX Pro 5500 chips, worth ~$70B, but expect only ~1% within four months |
| 11:40 PM • | Mario Gabriele / The Generalist: Q&A with Simile CEO Joon Sung Park on claims that Simile's digital twins predict human behavior with 85%+ accuracy, its goal to simulate all 8B people, and more |
| 11:20 PM • | Xavier Martinez / Wall Street Journal: Pharmaceutical leaders are skeptical of claims that AI could cure most human diseases within a decade; the US FDA has yet to clear any AI-designed biotech drugs |
| 10:55 PM • | Bloomberg: Meta raised $15B in a US dollar bond sale; sources: the offering drew as much as $58B in orders and is the biggest portion of a $20B+ cross-border bond offering |
| 9:40 PM • | Jon Brodkin / Ars Technica: California accepts $1.42B in US federal broadband funding, but challenges the Trump administration's demand that it stop enforcing its state net neutrality law |
| 8:45 PM • | Katie Drummond / Wired: Q&A with NYC Mayor Zohran Mamdani on new municipal AI policy measures, like an AI ban for some students, supporting a one-year NY data center pause, and more |
| 8:10 PM • | Isabel O'Brien / CNBC: Following backlash against its education updates, Google says schools can turn Gemini, Gemini Notebook, and Search, all off by default, back on individually |
| 7:40 PM • | Stephen Council / Business Insider: Cat Wu, product lead for Claude Code and Cowork, says she has left Anthropic; Thariq Shihipar, who worked on Claude Code, announced his departure on October 24 |
| 7:20 PM • | The Information: How Nvidia uses soft power to influence customers and shape US chip policy; sources: OpenAI took no public stance on China chip exports to avoid angering Nvidia |
| 7:00 PM • | @newsfromgoogle: We want to clarify what we announced today about our education services. Today's announcements give schools more choice, not less. Here's what we announced: - Gemini, Gemini Notebook, and Search will be OFF 🔴 by default. This is based on K-12 schools asking for more control over student use of AI... |
| 6:30 PM • | Jay Peters / The Verge: Valve announces changes to Steam's review process, as a surge in game submissions pushes review times to “up to 12 business days”, instead of the usual 3-5 days |
| 6:05 PM • | Rashi Shrivastava / Forbes: Traversal, which provides AI agents for site reliability engineering, raised $120M co-led by Kleiner Perkins, Redpoint, and Khosla at a $1B valuation |
| 5:50 PM • | Reuters: Block reports Q3 revenue up 10% YoY to $6.7B, above est., Cash App gross profit up 27% to $2.07B, raises its full-year profit outlook; XYZ jumps 5%+ |
| 5:35 PM • | David Swan / The Age: Canva says it is restructuring, impacting 1,271 jobs, or 22% of its staff, across layoffs and relocations, as it merges its product, growth, and platform teams |
| 4:50 PM • | Tobias Mann / The Register: Revolut says it cut AI coding inference costs by ~90% in less than a year by defaulting to self-hosted GLM models instead of tools like Claude Code and Codex |
| 4:45 PM • | Reuters: Super Micro reports Q1 revenue up 298% YoY to $19.95B, above $16.39B est., net income up 847% to $1.59B, and forecasts Q2 revenue above est. on AI server demand |
| 4:30 PM • | Katie Tarasov / CNBC: AMD reports Q3 revenue up 45% YoY to $13.38B, vs. $13.09B est., Data Center revenue up 97% to $8.5B, and forecasts Q4 revenue above est. but gross margin below |
| 4:20 PM • | Jason Schreier / Bloomberg: Sources: Ubisoft and at least two other gaming companies offered to acquire Arkane Studios from Microsoft, which is exploring options before a December deadline |
| 4:10 PM • | Anthropic: Anthropic releases FlashProve, an open-source prototype that cryptographically verifies an AI response came from a given model, not one that a router swapped in |
| 4:00 PM • | Mike Allen / Axios: OpenAI hires Jill Hazelbaker, Uber's president and chief corporate affairs officer, as its new chief corporate affairs officer, reporting to Greg Brockman |
| 3:50 PM • | Bloomberg: Apple launches iOS 27.3 beta, adding Apple Intelligence in China with an Alibaba-powered content filter, and watchOS 27.3 beta, with Siri Recap and Live Rewind |
| 3:45 PM • | Karen Freifeld / Reuters: Sources: US officials have held up approval for US chipmaking equipment needed by SK Hynix to expand in China, complicating its plans for new plants in New York |
| 3:30 PM • | Samantha Subin / CNBC: CrowdStrike debuts an AI kill switch in Falcon Guardian to stop internal AI agents that go rogue, and announces a Falcon Guardian integration with Claude Cowork |
| 3:15 PM • | Apple Developer: Apple opens Siri AI to all developers, letting any app on iOS 27.3 beta and other 27.3 OS betas bring its content and actions into Siri AI by using App Intents |
| 2:45 PM • | Steven Lee Myers / New York Times: How OpenAI, Anthropic, and others are trying to prevent anyone from using their AI tools to disrupt the US midterms, including Anthropic's first-ever “war room” |
| 1:55 PM • | Bloomberg: Sources: Meta eyes $20B+ from a potential cross-border investment-grade bond offering, its first major debt sale in six months and its debut offering in euros |
| 1:10 PM • | Natasha Mascarenhas / Bloomberg: AI inference startup Fal raised $1.3B led by Bessemer at a $16B valuation, up from $8B in April; source: Fal hit $800M in annualized revenue earlier in 2026 |
| 1:00 PM • | Gerrit De Vynck / Washington Post: Sources: UK-based Google DeepMind employees urge leaders to drop non-disparagement clauses barring public warnings about AI risks even after they leave Google |
| 12:20 PM • | Lance Whitney / ZDNET: Microsoft updates Windows 11 to make PCs with 8GB of RAM up to 20% more responsive and multitasking up to 40% faster in lab tests, utilizing memory compression |
| 12:00 PM • | Emma Roth / The Verge: Rockstar plans to let users preload GTA VI on November 10, ahead of its November 19 launch, and says the preload requires up to 212GB “depending on your device” |
| 11:00 AM • | Jeff John Roberts / Fortune: Binance says North Korean hackers stole $6.3B through a months-long scheme with fake LinkedIn job interviews and an ad campaign to deliver malicious software |
| 10:50 AM • | Alex Kantrowitz / Big Technology: ChatGPT Consumer Product Lead Adam Fry says ChatGPT has hit 1.2B WAUs, adding 200M over the past two months, and its search volume is now ~20% of Google's |
| 10:45 AM • | New York Times: Google says AI tools for K-12 students will be off by default in 2027; schools that block AI entirely will lose Search, as “Search and AI are deeply integrated” |
| 9:50 AM • | James Rundle / Wall Street Journal: CrowdStrike agrees to buy Fiddler AI, which helps monitor AI agents, for ~$400M, and Dreadnode, an automated security AI testing tool, for ~$95M, mostly in cash |
| 9:20 AM • | The Information: Sources: Anthropic has told investors in recent meetings that its 15-person chip design team is using Claude for engineering and design work on its custom chips |
| 9:10 AM • | David Pierce / The Verge: iPad mini (2026) review: great OLED display, it's waterproof and dustproof, and the A20 Pro is fast, but it's expensive, has no 120Hz display, and lacks Face ID |
| 9:01 AM • | Colin Demarest / Axios: New England-based autonomous submarine startup Corridian emerges from stealth with a $38M seed led by Point72 Ventures and plans to unveil its first AUV in 2027 |
| 7:40 AM • | Adriano Marchese / Wall Street Journal: Shopify reports Q3 revenue up 32% YoY to $3.74B, vs. $3.75B est., GMV up 29% to $119.15B, net income up 75% to $462M, and adjusted EPS of $0.49; SHOP falls 5%+ |
| 7:10 AM • | New York Times: US data center operators and power developers are repurposing jet engines to secure power in as little as two years, bypassing multi-year grid-connection delays |
| 6:50 AM • | 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%+ |
| 6:40 AM • | Financial Times: Chainalysis and Elliptic expect North Korean hackers to take months to launder the stolen Binance funds, using crypto swapping services and DeFi lending markets |
| 6:25 AM • | Gareth Vipers / Wall Street Journal: OpenAI hires ex-US Army Secretary Dan Driscoll to oversee national security modernization, as it pushes to secure government contracts and shape military policy |
| 6:15 AM • | Bloomberg: China plans to roll out broad AI safety standards covering development through deployment, targeting domestic AI model makers, after global security incidents |
| 6:05 AM • | 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 |
| 5:50 AM • | 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 |
| 5:35 AM • | 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” |
| 5:10 AM • | Kai Nicol-Schwarz / CNBC: UK energy company Drax partners with Brookfield and neocloud Radiant to develop an AI data center in North Yorkshire, targeting 100MW of capacity by Q1 2028 |
| 3:40 AM • | David Freedlander / New York Magazine: How politician Alex Bores' Who Decides advocacy group seeks to make AI safety a de facto Democratic position, like marriage equality or pro-choice, in 2028 |
| 2:20 AM • | OpenAI: OpenAI partners with Cathedral to test its security defenses and revamps its Security Bug Bounty program, including quadrupling rewards for critical findings |
| 1:00 AM • | 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 |
| 11:35 PM • | Jagmeet Singh / TechCrunch: Google expands Dreambeans to India, its first market outside the US, offering AI-generated visual stories from users' digital activity in 13 local languages |
| 10:25 PM • | The Information: Sources: Huawei has told some clients that a large share of its next flagship AI chip, the Ascend 960DT, will run mainly on HBM made by Samsung and SK Hynix |
| 10:10 PM • | Aditi Bharade / Business Insider: Larridin, which helps companies track how AI affects employee output and identifies areas for better AI adoption, raised a $30M Series A led by Pelion Ventures |
| 8:20 PM • | The Information: Salesforce agrees to acquire Cresta, a provider of AI-powered contact center automation software, a source says for $2.7B; Cresta had a $1.6B valuation in 2022 |
| 8:15 PM • | 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 |
| 7:45 PM • | Samantha Kelly / Bloomberg: Match Group reports Q3 revenue down 3% YoY to $891M, below est., total paying users down 5% to 13.8M, and projects its EBITDA for Q4 below est.; MTCH drops 5%+ |
| 7:05 PM • | 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 |
| 6:05 PM • | 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 |
| 5:50 PM • | Jason Shubnell / The Block: Brazil's largest crypto exchange Mercado Bitcoin halts withdrawals after a “security incident” involving $46M+ in assets, per Arkham; Tether froze 4.5M+ USDT |
| 5:10 PM • | Wall Street Journal: Sources: institutional investors told Anthropic that its IPO valuation should be ~$1.5T to $1.6T, below the $2T range, citing factors like a tech stock selloff |
| 5:00 PM • | Loree Seitz / The Wrap: Apple reports Q4 revenue from Services, which includes the App Store, Apple TV, Apple Music, Apple Care, and iCloud, grew 10% YoY to $31.57B, vs. $31.58B est. |
| 4:50 PM • | 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 |
| 4:40 PM • | 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 |
| 4:30 PM • | 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 |
| 4:15 PM • | Todd Spangler / Variety: Roku reports Q3 revenue up 24% YoY to $1.5B, Platform revenue up 23% to $1.3B, ad revenue up 23% to $727.4M, and subscription revenue up 23% to $580.9M |
| 3:00 PM • | 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 |
| 2:15 PM • | 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” |
| 1:20 PM • | 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” |
| 12:50 PM • | 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 |
| 12:40 PM • | Debby Wu / Bloomberg: DeepSeek releases a “creator mode” that allows DeepSeek Harness users to quickly create custom plugins, like a 3D model renderer and a video editing workbench |
| 12:05 PM • | 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 |
| 11:45 AM • | Ram Iyer / TechCrunch: Tel Aviv-based 42AI, which is developing a “behavioral world model” that tries to predict how humans will act, emerges from stealth with a $62.5M seed |
| 11:35 AM • | 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” |
| 11:25 AM • | 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 |
| 10:50 AM • | 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 |
| 10:20 AM • | New York Times: Sources detail Anthropic's compute deal spree: 3.5GW+ of expected capacity in 2026, diversifying beyond Nvidia's AI chips to Amazon, Google, and AMD, and more |
| 10:15 AM • | 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 9% |
| 9:55 AM • | 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 |
| 9:46 AM • | 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 |
| 9:35 AM • | 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 |
| 9:25 AM • | 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” |
| 8:10 AM • | 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 |
| 8:05 AM • | 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 |
| 7:55 AM • | Theodore Schleifer / New York Times: Analysis: Elon Musk contributed a record $474M to political groups for the 2026 midterms, including $216M to America PAC, the most a non-candidate has spent yet |
| 7:40 AM • | 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 |
| 7:31 AM • | Bloomberg: Marvell's $115B Lumentum acquisition is one of the biggest tech deals ever and 2026's top M&A deal; Lumentum is up 128% YTD, giving it a ~$76B market cap |
| 7:25 AM • | 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 |
| 7:20 AM • | 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 |
| 6:45 AM • | Bloomberg: Supermarkets in Belgium, Ireland, Sweden, Finland, and Estonia report fridge and freezer temperature spikes due to suspected hacks, echoing attacks in France |
| 6:35 AM • | 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 |
| 6:15 AM • | Michael S. Rosenwald / New York Times: British physicist and materials scientist Cyril Hilsum, widely recognized as “the father of liquid crystals” for enabling flat-panel display tech, died at 101 |
| 5:55 AM • | Bloomberg: Ukraine says its air raid alert app was compromised late on Sunday, sending false warnings of “nuclear danger”; Russia says its alert app had also been attacked |
| 5:40 AM • | Yasutaka Tamura / Bloomberg: Filing: Anthropic aims to raise up to $3.5B from Japanese investors as part of its IPO; Australia, Canada, and parts of Europe will also have direct access |
| 4:20 AM • | Rivka Galchen / New Yorker: A profile of UCLA math professor Terence Tao, who was once enthusiastic about AI's role in math but now warns of AI destroying the field's deliberative process |
| 3:45 AM • | Emmy Martin / New York Times: How SF's AI boom is reshaping dating: founders treat first dates as interviews, use tech terms like “conversion rate” to track dates, and pay coaches $5K/month |
| 3:45 AM • | Bloomberg: NAND maker Kioxia's stock closed down 15.78% after its cautious Q3 outlook inflamed investor concerns that the explosive growth driven by AI may be leveling off |
| 2:45 AM • | YC Labs: YC details multi-agent tests in games like Minecraft, where agents exhibit emergent capabilities, forming roles, hierarchies, and complex coordination patterns |
| 1:45 AM • | Meir Orbach / CTech: Bites, whose AI tools give frontline workers personalized training via WhatsApp, SMS, Slack, Teams, and more, raised a $40M Series A led by PeakSpan Capital |
| 1:00 AM • | Rahul Raj / EU-Startups: The Hague-based Braid, whose API lets companies sell eSIM mobile plans under their own brand via 600+ carriers, raised a ~$38M Series A led by Octopus Ventures |
| 12:20 AM • | 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 |
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