| 11:35 PM • | The Information: Sources: DeepSeek doubled its latest round's size due to surging black market Nvidia Blackwell chip prices, with Chinese state-owned investors representing 27% |
| 11:10 PM • | Joseph C. Sternberg / Wall Street Journal: S-1: Anthropic says it heavily depends on TSMC chips made in Taiwan and warns of risks from “potential disruption” amid geopolitical tensions with China |
| 10:40 PM • | Bloomberg: Sources: Indian AI infrastructure company AM Intelligence seeks to raise as much as $3B to fund a previously announced purchase of Nvidia Vera Rubin systems |
| 10:10 PM • | Katherine Doherty / Bloomberg: NYSE owner ICE plans US-regulated Hyperliquid-based perpetual markets with Trade.xyz, a market operator on the crypto platform, and takes a stake in Trade.xyz |
| 9:35 PM • | George Steer / Financial Times: Binance “temporarily suspended” all deposits and withdrawals as it investigates security issues and works with law enforcement; Binance.US says it's unaffected |
| 9:15 PM • | Elias Schisgall / MarketWatch: Twilio reports Q3 revenue up 20% YoY to $1.56B, vs. $1.52B est., net income up 333% to $161M, and expects slower Q4 revenue growth; TWLO drops 15%+ after hours |
| 9:10 PM • | Julie Bort / TechCrunch: Andy Jassy says Prime Video has “a revenue run rate in the tens of billions of dollars and is now profitable in its own right” |
| 8:40 PM • | Aisha Malik / TechCrunch: Meta quietly launches Style Sketch, an AI fashion app that helps users put together outfit ideas using clothes they own, in Indonesia, Singapore, and Thailand |
| 8:20 PM • | Sebastian Herrera / Fortune: On Amazon's earnings call, Andy Jassy says outside AI shopping agents are “still not great, nor more convenient than coming to a retailer directly” |
| 7:30 PM • | MarketWatch: Sandisk reports Q1 revenue up 378% YoY to $11B, vs. $10.7B est., forecasts Q2 revenue above est., announces an 8-for-1 stock split; SNDK drops 4%+ after hours |
| 7:20 PM • | Liz Moyer / Barron's Online: Pinterest reports Q3 revenue up 12% YoY to $1.17B, vs. $1.21B est., global MAUs up 10% to 661M, and forecasts Q4 revenue below est.; PINS drops 8%+ after hours |
| 7:05 PM • | Reuters: Polymarket resumes trading after a security incident with a third-party provider, which a source says is DebugBear, and says it will reimburse affected traders |
| 6:55 PM • | Phoebe Liu / The Information: Sources: Nvidia is in talks to provide Nscale with billions of dollars in credit guarantees for debt to develop a 460MW data center that Anthropic plans to use |
| 6:25 PM • | The Block: Binance says initial investigation suggests a compromised DevOps laptop may have enabled a ~$6.3B hack; Tether froze 1.5B+ USDT and Circle froze 800M+ USDC |
| 5:55 PM • | Olga Kharif / Bloomberg: Coinbase reports Q3 revenue down 35% YoY to $1.22B, in line with est., and net income up 66% to $719M, its first profit in a year, on unrealized crypto gains |
| 5:25 PM • | Cecilia D'Anastasio / Bloomberg: Roblox reports Q3 bookings down 12% YoY to $1.7B, vs. $1.63B est., and DAUs down 9% to 138M, vs. 145.8M est.; RBLX drops 16%+ after hours |
| 5:10 PM • | Business Insider: Sources: Instagram is offering select creators $50K to $500K to cross-post their long-form YouTube content to its new “Features” product |
| 4:55 PM • | Jordan Novet / CNBC: Amazon reports Q3 AWS revenue up 39% YoY to $45.98B, above $45.29B est., and AWS operating income up 55% to $17.77B, above $16.97B est. |
| 4:50 PM • | Wall Street Journal: Sources: Google, Meta, and other tech companies are resisting broad ICE demands for user data as they face future Democratic-led congressional investigations |
| 4:40 PM • | Sanskriti Shekhar / Reuters: Symbotic says Walmart has committed an additional $6B over several years to deploy Symbotic's supply-chain automation technology across its distribution network |
| 4:32 PM • | Jonathan Vanian / CNBC: Reddit reports Q3 revenue up 53% YoY to $895M, vs. $878M est., DAUq up 12% to 130.3M, below est., forecasts Q4 revenue below est.; RDDT drops 17%+ after hours |
| 4:30 PM • | Matt Day / Bloomberg: Amazon spent $77B+ on property and equipment in Q3, leading to a free cash outflow of $42.4B; Amazon said in July that it would likely spend $220B in 2026 capex |
| 4:25 PM • | Katie Tarasov / CNBC: Intel reports Q3 revenue up 21% YoY to $16.5B, vs. $16.5B est., and forecasts Q4 revenue and adjusted EPS below estimates; INTC drops 23%+ after hours |
| 4:21 PM • | Sara Fischer / Axios: Reddit plans to require users to log in to fully access the site in response to AI scraping, and to begin tests in select markets outside the US this quarter |
| 4:20 PM • | Annie Palmer / CNBC: Amazon reports Q3 ad revenue up 11% YoY to $19.64B, vs. $20.82B est., and subscription services revenue up 11% YoY to $14B |
| 4:13 PM • | Amazon: Amazon reports Q3 revenue up 12% YoY to $201.94B, vs. $202.31B est., net income down 2% to $20.7B, forecasts Q4 revenue below est.; AMZN drops 7%+ after hours |
| 3:50 PM • | Bloomberg: Source: Anthropic is “Customer B” cited by SpaceX in a filing as its single largest customer accounting for 34.5% of Q3 revenue, surpassing the US government |
| 3:10 PM • | Vittoria Elliott / Wired: Sources: an Accenture staffer's Claude agent ran on a DOD network for two months and appears to have sent info to a third-party site before it was identified |
| 2:30 PM • | Andy Larsen / Salt Lake Tribune: Utah files 14 criminal charges against Kalshi and its co-founders Tarek Mansour and Luana Lopes Lara for allegedly breaking Utah's gambling laws |
| 2:00 PM • | OpenAI: OpenAI updates Model Spec to reorganize it around five values: faithfulness to human intent, harm minimization, honesty and transparency, human agency, and care |
| 12:55 PM • | Ivan Mehta / TechCrunch: SuperMe, which generates AI-powered chats with simulated profiles of prominent industry experts to let users ask questions, raised $20M |
| 12:45 PM • | Rocket Drew / The Information: Source: Dulo, a startup co-founded by Google veteran Sebastian Thrun to build “foundation models for hardware design”, raised a $130M seed |
| 12:30 PM • | Bloomberg: Alphabet discloses $1T+ in purchase commitments, future leases, and other obligations; its Q3 filing shows $98.5B in contingent commitments, up ~$23B from Q2 |
| 12:25 PM • | Stephen Morris / Financial Times: Alphabet's stock falls 12.3%, wiping a record $500B from its market cap, after reporting negative cash flow amid its AI spending; the Nasdaq falls 1.4% |
| 12:15 PM • | Liam Dillon / Politico: Airbnb spent $12.6M+ since 2025 to become a top LA political contributor, backing Mayor Karen Bass and pushing for friendlier rules ahead of the 2028 Olympics |
| 12:10 PM • | Bloomberg: Canada-based Cohere completes the first close of a round that it expects to total up to $5B, with Canada agreeing to invest up to $1.14B, at a $20.5B valuation |
| 12:05 PM • | Bloomberg: Sources: Situational Awareness is pitching clients to invest in Fluidstack alongside it in a round that values the neocloud at $40B, up from $18B in September |
| 11:25 AM • | Financial Times: The UK FCA, which sued Justin Sun-linked crypto exchange HTX in 2025 for “unlawfully promoting crypto asset services”, says HTX will exit the UK in a settlement |
| 11:15 AM • | Natalie Breymeyer / Axios: Collective, which uses AI to automate bookkeeping for solo business owners, raised a $40M Series B and $60M in nondilutive capital from GC's Customer Value Fund |
| 11:05 AM • | Duncan Riley / SiliconANGLE: Ottawa-based Solink, which uses AI to pull data from already-installed security cameras, raised $100M+ led by Vertu Capital, bringing its total raised to $198M+ |
| 10:40 AM • | Claire Rychlewski / Axios: Thrive Holdings agrees to acquire ADT in an all-cash take-private deal, valuing ADT at ~$7.6B in equity value, a ~46% premium over its October 27 closing price |
| 10:30 AM • | Radhika Rajkumar / ZDNET: Mistral releases the weights for Mistral Large 4, or Le Chonk, and says it rivals top open models such as GLM-5.3 on the Artificial Analysis Coding Agent Index |
| 9:55 AM • | Harshita Mary Varghese / Reuters: Serval, which offers AI agents for enterprise IT operations like access management, raised $150M led by Sequoia at a $3B valuation, up from $1B in December 2025 |
| 9:45 AM • | Micah Barkley / Bloomberg: Wabi, which is building an AI assistant that integrates into group chats and can take actions like booking appointments, raised $55M at a $1.25B valuation |
| 9:35 AM • | Bloomberg: Sources: Microsoft is seeking to raise $25B+ in its first US investment-grade bond sale since 2017, when it raised $17B, to fund AI-related capital expenditures |
| 8:40 AM • | John Collison / Cheeky Pint: Q&A with Sam Altman on finding PHP bugs, sandboxing superhuman models as an unsolved safety dilemma, robotics scaling data centers, math, agent swarms, and more |
| 8:31 AM • | Ben Thompson / Stratechery: Q&A with Palantir CTO Shyam Sankar on diffusing intelligence, safety, AI lessons, forward-deployed engineering, Anthropic vs. the US, AI religion, and more |
| 8:16 AM • | Natalie Breymeyer / Axios: Circuit Mind, which uses AI to automate electronics and circuit design, raised $25M, including an $18.5M Series A led by Norwest, and plans a US relocation |
| 7:55 AM • | Lauren McCarthy / New York Times: Kalshi raised $1B led by Sequoia and Wellington Management at a $40B valuation, up from a $22B valuation after raising $1B in May, its last raise before an IPO |
| 7:31 AM • | Reuters: DoorDash agrees to acquire Instacart in a ~$17B deal, paying $65 per share, a 26% premium to its October 22 close, as the platform delivery market consolidates |
| 7:25 AM • | Reuters: Sources: the Pentagon is treating the late August freezer malfunctions across 6+ military bases as a suspected cyberattack and is working with French police |
| 7:10 AM • | Ashutosh Joshi / Bloomberg: Jio Platforms adds $36B in market value in two trading sessions, hitting a $144B market cap, up from its ~$108B IPO valuation, after India's biggest-ever IPO |
| 6:46 AM • | The Information: Sources: DeepSeek and Moonshot AI heavily relied on GPT-6 Astra distillation to train models like Kimi K3.1 Pro and V4.1-Flash 1017, after Anthropic's crackdown |
| 6:35 AM • | Jamie Hore / This Week in Videogames: Epic Games says it is using AI tools to “develop code and features” for Unreal Engine, including core engine components like the D3D12 rendering layer |
| 6:25 AM • | Bloomberg: Sierra Club expects US power emissions to hit 2.1B metric tons by 2030, up 42% on 2025 and erasing 15 years of cuts, with off-grid data centers matching Mexico |
| 6:02 AM • | Kali Hays / BBC: Vladimir Putin praises Elon Musk as a “real genius” and says Russia is in “close contact” with Musk and the US to coordinate Rassvet and Starlink satellites |
| 5:50 AM • | Federico Viticci / MacStories: Apple's touchscreen MacBook Pro is designed for the iPad generation, with an optimized macOS, and the company is right to move on from Steve Jobs' skepticism |
| 5:20 AM • | New York Times: US officials believe Megaspeed executive Alice Huang, who has a close relationship with Jensen Huang, is a Chinese asset; Trump was briefed and took no action |
| 5:15 AM • | Reuters: Sources: Bloomberg, Susquehanna, and Jump Trading signed up for Truth Social's fast API feed of President Trump's posts, paying $60K to $100K per month |
| 5:02 AM • | Mark Bergen / Bloomberg: A profile of Nscale CEO Josh Payne, who is proceeding with plans for a US IPO that sources say is targeting a $30B valuation despite some investor pushback |
| 2:45 AM • | Olivia Carville / Bloomberg: How Maynard v. Snapchat, a 2016 lawsuit linked to a car crash involving Snapchat's speed filter, sparked social media's legal reckoning over user safety |
| 2:40 AM • | Reuters: STMicro reports Q3 revenue up 17.9% YoY to $3.76B, operating income up 98% to $429M, above $400.5M est., and forecasts $4.15B in Q4 revenue, above $4.10B est. |
| 2:15 AM • | Bloomberg: A profile of Tencent Cloud CEO Dowson Tong, who is shifting Tencent's AI focus toward businesses and betting on its Claude Cowork-style assistant WorkBuddy |
| 2:05 AM • | Wired: Bluesky blocks links to a leaked archive containing personal data of 41,000+ DHS employees and contractors, saying it was “shared without their authorization” |
| 2:02 AM • | Elizabeth Rembert / Bloomberg: National Student Clearinghouse: US computer science enrollment fell 12%+ for undergrads and 10%+ for grad students this fall, as AI reduces coding jobs |
| 1:30 AM • | Lauren Forristal / TechCrunch: Google plans to expand “high-quality ads within AI Overviews in AI Mode” into international markets, as growth in its core search ad business slows |
| 1:25 AM • | Bloomberg: Samsung's shares fall 4%, as a lack of a new shareholder return plan, higher capex, and its chip unit's Q3 profit miss weigh on investor sentiment |
| 1:20 AM • | Bloomberg: Samsung expects capex to rise ~60% to ~$63B in 2026, with HBM capacity sold out through 2027 and 10 long-term supply deals secured with key customers |
| 1:10 AM • | Simon Sharwood / The Register: Google reports Search revenue up 12% YoY to $63.25B in Q3 2026, down from 14.5% in Q3 2025, and attributes the slowdown to “lower monetization” in AI Mode |
| 12:40 AM • | Ville Heiskanen / Bloomberg: DoorDash moves its Q3 earnings release from November 4 to before the market opens on October 29, amid reports of an imminent ~$17B deal to acquire Instacart |
| 12:05 AM • | Chris Metinko / Axios: Fragment, which uses AI to resolve purchasing and payment issues across manufacturing datasets, emerges from stealth with $56M from 8VC and others |
| 11:55 PM • | Rolfe Winkler / Wall Street Journal: How surging demand from AI hyperscalers has quintupled flash memory prices and shifted market and negotiating power from Apple to suppliers like Kioxia |
| 11:20 PM • | Jenny Lee / CNBC: Samsung reports Q3 revenue up 127% YoY to a record ~$146.3B and a record operating profit up 783% to ~$80.5B, both meeting est.; chip unit revenue hit ~$110B |
| 10:00 PM • | Carl Franzen / VentureBeat: Google is rolling out Gemini 4 Carbon to selected cybersecurity defenders through Fairwind at $2/1M input and $10/1M output tokens, rising to $4 and $20 later |
| 9:55 PM • | Wired: Hackers leak the personal data of 41,000+ DHS employees and contractors, including CBP and ICE agents; DDoSecrets says the data came from DHS' Okta login system |
| 9:01 PM • | Tom Warren / The Verge: Microsoft reports Q1 Xbox hardware revenue down 14% YoY, Xbox content and services revenue down 2%, and Windows OEM and Devices revenue down 22% |
| 8:30 PM • | Jonathan Stempel / Reuters: Zillow agrees to pay $212.5M to settle an investor class action over its failed Zillow Offers home-flipping venture, after SCOTUS refused to hear its appeal |
| 8:20 PM • | Katie Roof / Business Insider: Sources: AI coding startup Cognition weighs a new funding round before year's end after receiving offers valuing it at $70B to $80B, up from $48B in September |
| 7:45 PM • | Yoolim Lee / Bloomberg: Seoul-based AI chip startup FuriosaAI raised a $620M Series D at a $2.9B valuation, up from $735M in 2025; South Korea's National Growth Fund contributed $280M |
| 7:00 PM • | Reuters: Sources: the US DOJ has inquired about the impact of Nvidia's Hugging Face deal on AI competition, as antitrust enforcers continue to probe Nvidia's conduct |
| 6:50 PM • | Samantha Subin / CNBC: Alphabet reports Q3 negative free cash flow of $9.07B, worse than expected, capex of $51.36B, below $55.09B est., and keeps its FY capex forecast at $195B-$205B |
| 6:30 PM • | Bloomberg: Sources: Marvell is in advanced talks to buy data center optics maker Lumentum, which has an ~$83B market cap; the deal could be announced as soon as next week |
| 6:25 PM • | Kelly Cloonan / Wall Street Journal: eBay reports Q3 revenue up 14% YoY to $3.21B, above $3.12B est., GMV up 15% to $23.17B, above $22.32B est., and adjusted EPS of $1.51, above est.; EBAY jumps 4% |
| 6:10 PM • | Rebecca Bellan / TechCrunch: Filing: Microsoft recorded $10B in revenue from OpenAI in Q1, nearly 11% of its total quarterly revenue, and has $7.2B in outstanding receivables from OpenAI |
| 5:25 PM • | Brody Ford / Bloomberg: ServiceNow reports Q3 subscription revenue up 21% YoY to $3.99B and forecasts Q4 current remaining performance obligations below est.; NOW drops 22%+ |
| 4:40 PM • | Deborah Sophia / Reuters: Microsoft reports Q1 capex of $45.2B, up from $34.9B in Q1 2025 and below its own $50B projection, and free cash flow of $18.6B, above $8.54B analyst est. |
| 4:30 PM • | Todd Spangler / Variety: Alphabet reports Q3 YouTube ad revenue up 9% YoY to $11.2B, below est. and 15% growth in Q3 2025; Google ad revenue rose 11% to $82.01B, below $83.6B est. |
| 4:12 PM • | Alphabet: Alphabet reports Q3 revenue up 25% YoY to $127.58B, below $128.22B est., and Google Cloud revenue up 103% to $30.7B, above $28.7B est. |
| 4:10 PM • | Microsoft: Microsoft reports Q1 revenue up 19% YoY to $92.28B, above $90.69B est., Azure revenue up 48% to $33.17B, above $32.32B est., and net income up 32% to $36.63B |
| 3:40 PM • | Deborah Sophia / Reuters: Oracle pledges to limit new financing to $20B through FY 2030, expects free cash flow to turn positive in H2 FY 2028 and top $30B in FY 2029; ORCL jumps 11%+ |
| 3:10 PM • | Raga Justin / Bloomberg Government: NY Gov. Kathy Hochul signs bills banning AI chatbots from using “unsafe features” for minors and requiring security features in internet-connected baby monitors |
| 2:25 PM • | Joe Rossignol / MacRumors: Apple adds a 512GB RAM configuration for the Mac Studio with the M5 Ultra chip, starting at $22,299; the M5 Max model maxes out at 128GB of RAM |
| 2:20 PM • | Artificial Analysis: Artificial Analysis unveils the Intelligence Index v5 with new coding and science benchmarks; 60% of the Index is based on private test sets or held-out answers |
| 2:01 PM • | Ivan Mehta / TechCrunch: Google and Xreal launch the Xreal Aura wired XR glasses, with Android XR and a puck with Snapdragon Reality Elite, for $1,099+ through December, then $1,279+ |
| 1:40 PM • | Hartley Charlton / MacRumors: Apple's touchscreen MacBook Pro is the first Mac with the Dynamic Island, offering similar functionality to the iPhone; the Dynamic Island launched in 2022 |
| 1:35 PM • | Jay Peters / The Verge: Apple says the touchscreen MacBook Pro has a “newly designed hinge” for stability and an “enhanced six-speaker” system; the 14" model is 3lb and the 16" is 4lb |
| 1:30 PM • | Steven Levy / Wired: John Ternus says the Mac is “first and foremost” a device “built around the trackpad and keyboard”, but sometimes “it's comfortable and handy to have touch” |
| 1:16 PM • | Apple: Apple debuts a touchscreen MacBook Pro with a PROLED XDR tandem OLED display, light-up logo, and M5 Pro or M5 Max; the 14" starts at $2,899, the 16" at $3,399 |
| 1:09 PM • | Koray Kavukcuoglu / Google: Google unveils Gemini 4 Carbon, its “strongest model with state-of-the-art cybersecurity” capabilities, ranked #1 on Artificial Analysis' new Intelligence Index |
| 12:35 PM • | Frederic Lardinois / The New Stack: GitHub says it is seeing 7.4B commits per month, up from 2.9B in August, and has added 4M CPU cores and 160PB of storage in 2026 so far to support this growth |
| 12:30 PM • | Meredith Shubel / The New Stack: GitHub says Copilot Fusion, which handles model selection and orchestration, is now generally available, releases the GitHub Copilot app, and more |
| 12:10 PM • | Aisha Malik / TechCrunch: Reddit rolls out a dual-feed homepage, with For You and Following feeds, joining TikTok, Instagram, and others in offering a For You feed |
| 11:35 AM • | Calder McHugh / Politico: OpenAI says it's launching an election “war room” ahead of the US midterms to identify potential spread of misinfo or other efforts to disrupt the elections |
| 11:20 AM • | Kyt Dotson / SiliconANGLE: Nvidia debuts Nemotron 3.5 Transcribe, an open-weight model for multilingual audio transcription and translation, and Granary v2, its open-source speech dataset |
| 10:40 AM • | Rocket Drew / The Information: Foundry, a manufacturing-as-a-service startup that builds factories with robots powered by physical AI models, raised a $100M Series A led by Marlinspike |
| 10:30 AM • | Anhata Rooprai / Reuters: Dropbox plans to cut ~6% of its staff, or ~200 jobs, costing $27M to $33M in severance and related costs, and says CTO Ali Dasdan will step down on November 18 |
| 9:50 AM • | Andrew Liszewski / The Verge: X adds an intrusive promotional animation of an arm reaching across the screen to direct users to a “promote” post button, targeting verified and Premium users |
| 9:40 AM • | Sangmi Cha / Bloomberg: Chinese PCB maker Dongshan rises on its Hong Kong debut, after raising ~$1.3B in an IPO, below its $3B goal, at a $30B valuation, amid a tricky IPO market |
| 9:30 AM • | Nena Farrell / Wired: Amazon Kindle Paperwhite and Kindle Colorsoft review: premium feel, lightweight, nice colors, and snappy performance, but expensive after price increases |
| 8:55 AM • | @artificialanlys: Announcing Artificial Analysis Intelligence Index v5, featuring 2 new benchmarks and 3 upgrades. For the first time, the majority of the Index is built on private datasets The Artificial Analysis Intelligence Index is our composite measure of model capabilities across tasks reflecting real-world u... |
| 8:45 AM • | Aoyon Ashraf / CoinDesk: Google unveils Google Multi-Party Compute (MPC), a digital-asset custody and security service in private preview, set for commercial availability in early 2027 |
| 8:25 AM • | Chris Welch / Bloomberg: Samsung unveils the $229 Galaxy Buds On, its first open-fit, C-shaped cuff earbuds to compete with Sony and Bose, designed with AI's help, shipping November 6 |
| 8:15 AM • | Katherine Hamilton / Wall Street Journal: Etsy reports Q3 revenue up 11% YoY to $692.5M, above $668M est., net income of $853.5M after selling Depop, and gross merchandise sales up 9% YoY to $2.65B |
| 8:10 AM • | Chris Welch / Bloomberg: Amazon unveils the $500 Echo Show 16, the $200 Echo Time alarm, and the $200+ Alexa Photo Frame, raises smart speaker prices, and previews Alexa Home Map |
| 8:05 AM • | Mariella Moon / Engadget: Meta quietly launched Waddle World, a Tamagotchi-like, AI pet-rearing game, in the Philippines in September, calling it a “daily journal disguised as a pet” |
| 7:55 AM • | Rachel Yeo / Bloomberg: Chinese AI chipmaker Moore Threads reports Q3 revenue up 1,774% YoY to ~$240M and a ~$7.4M net profit; Moore is building a domestic 100K-GPU cluster with JD.com |
| 7:45 AM • | Financial Times: Sources: Anthropic's seven cofounders remain extremely influential and personally tight; Daniela Amodei, who runs operations, is seen as a good balance to Dario |
| 7:35 AM • | Sarah Brager / San Francisco Chronicle: A US federal grand jury indicts OpenAI engineer and Saudi national Abdulrahman “Abdul” Alfozan on a felony charge of interception of oral communications |
| 7:25 AM • | Marissa Newman / Bloomberg: AI and cloud cybersecurity startup Upwind Security raised $400M led by Bessemer at a $3.8B valuation, up from $1.5B in January, for $830M in total funding |
| 7:15 AM • | Financial Times: How the UK's Slough, a town on the borders of west London, became the largest data center hub in Europe, hosting 40+ facilities, as locals seek more benefits |
| 7:05 AM • | Dawn Kopecki / Reuters: Email: a hacker attack forced the FEC to temporarily take its filing system offline around 10pm ET on Monday, blocking groups from submitting reports |
| 6:45 AM • | Corrie Driebusch / Wall Street Journal: Letter: Senator Elizabeth Warren asks Dario Amodei for “exhaustive responses” to four pages of questions by November 3 regarding existential risks in its S-1 |
| 6:30 AM • | Rozanna Latiff / Reuters: Malaysia says it seized ~$12.11M worth of AI chips this month, as authorities close in on a syndicate suspected of smuggling through the country's main airport |
| 6:20 AM • | Anthropic: Research: professional analysts followed AI agents' randomly assigned “leans” on subjective analytical decisions 86% of the time; 77% used the agents' arguments |
| 6:05 AM • | Teddy Rosenbluth / New York Times: Lawsuit: the parents of a 31-year-old say OpenAI's GPT-4o guided her through an aggressive tapering plan off epilepsy meds, leading to her death in February |
| 5:55 AM • | Leslie Picker / CNBC: S-1: Anthropic had $112.4B in cash and $19.3B in short-term investments on June 30, surpassing every non-bank US company except Berkshire Hathaway and Alphabet |
| 2:35 AM • | New York Times: How Silicon Valley billionaires raised $333M+ to try to defeat a 5% California wealth tax; Patrick Collison's $33M is his most serious campaign engagement yet |
| 2:25 AM • | Jesse Hamilton / CoinDesk: The CFTC files a legal challenge to block Utah's attempt to restrict prediction market betting, asserting it is the sole US regulator of prediction markets |
| 2:02 AM • | Simon Sharwood / The Register: SK Hynix expects memory shortages to persist through at least 2030; the company has long-term deals with 14 major buyers for 50%+ of its output in 2027 and 2028 |
| 1:50 AM • | Financial Times: Sources: TPG is in talks to acquire UK-based Ark Data Centres, which operates 27 data centers in the UK and Belgium, from Elliott Management at a ~$5B valuation |
| 1:40 AM • | Nikkei Asia: Industry insiders say PCBs and chip substrates are key supply constraints for consumer electronics makers, as AI demand increasingly eats up production capacity |
| 1:30 AM • | Reuters: Sources: CXMT plans to start HBM3E production despite yields of just 20% to 30%; its HBM3E performance is closer to that of SK Hynix's previous-gen HBM3 chips |
| 1:10 AM • | Priyanka Salve / CNBC: Jio Platforms, India's largest telecom and digital services company, jumps 21.4% in its trading debut, after raising ~$3.2B in the country's largest-ever IPO |
| 12:40 AM • | Nikkei Asia: Sources: Fujifilm plans to increase magnetic tape production capacity fivefold to meet AI-driven storage demand, its biggest production expansion in ~20 years |
| 12:15 AM • | Wall Street Journal: Anthropic's S-1 implies a $40T+ annual TAM based on knowledge work's economic value in 2025, topping SpaceX's $28.5T estimate, without explicitly naming TAM |
| 12:10 AM • | Nikkei Asia: Sources: HP, Asus, and Acer are shifting some PC production from Thailand and Vietnam back to China amid rising component costs; Dell is mulling a similar move |
| 11:50 PM • | David Shepardson / Reuters: The US FCC approves Amazon Leo's $11.5B acquisition of Globalstar, giving Amazon access to Globalstar's 24 satellites and mobile satellite spectrum |
| 11:10 PM • | Valida Pau / The Information: Sources: chipmaker Onsemi is in talks to acquire 16-year-old chip startup Ferric for ~$1B; PitchBook: Ferric last raised a $32.1M Series C in December 2024 |
| 10:55 PM • | Dell Cameron / Wired: Letter: two Democratic senators allege the Trump administration withheld a secret FISC ruling on search filters that let analysts access Americans' messages |
| 10:30 PM • | Kwanwoo Jun / Wall Street Journal: SK Hynix plans to return $22B+ in dividends and ~$15B in buybacks to shareholders, on top of its ~$30B buyback program completed in August |
| 9:45 PM • | Kai Nicol-Schwarz / CNBC: AMD says it will invest $1B in Meta's equity offering, its first Helios rackscale systems are installed at Meta, and its EPYC CPUs power Meta's Muse AI agent |
| 9:05 PM • | Reuters: Toronto-based fintech Wealthsimple raised up to CA$425M led by GIC at a CA$13.8B post-money valuation, up from CA$10B in 2025, and had CA169.2B AUM in September |
| 8:15 PM • | Ryan Barwick / The Information: Source: OpenAI, a major Nvidia customer, plans to buy Google's TPUs; a job listing shows it seeks an engineer to “lead the optimization” of its models on TPUs |
| 8:01 PM • | Felix Rieseberg: An Anthropic hiring manager says he stopped giving coding interviews because Claude is better at them and tells junior engineers that “hunger beats tenure” |
| 7:50 PM • | Jenny Lee / CNBC: SK Hynix reports Q3 revenue up 328% YoY to ~$78.8B, above ~$74.07B est., and operating profit up 632% to ~$62.76B, above ~$57.78B est. and a company record |
| 7:35 PM • | Anthropic: Anthropic expands its US GSA partnership to give federal, state, local, tribal, and territorial governments a 40% discount on Claude, estimated to save $1B |
| 7:20 PM • | Rashi Shrivastava / Forbes: Infisical, which helps companies use AI agents without handing over their private credentials, raised a $40M Series B led by Elad Gil at a $600M valuation |
| 6:30 PM • | Christina Kyriasoglou / Bloomberg: Dutch chipmaker NXP reports Q3 revenue up 19% YoY to $3.79B, above $3.76B est., and forecasts Q4 revenue below est.; NXPI drops 7%+, but is up 17% YTD |
| 6:20 PM • | Mark Gurman / Bloomberg: Source: Apple has discussed charging $2,899 for the 14-inch MacBook Pro with an OLED XDR touch screen and M5 Pro chip, $400 more than the current M5 Pro model |
| 6:10 PM • | Lauren Forristal / TechCrunch: Discord says it will let public-channel messages from servers listed in Server Discovery appear in web search from mid-December; admins and members can opt out |
| 5:45 PM • | Anthropic: Anthropic details early drug development work with six partners and says it has acquired Mithril, a one-person company working on muscular dystrophy |
| 4:45 PM • | Reuters: Robinhood reports Q3 revenue up 12% YoY to $1.42B, meeting est., crypto revenue down 55% YoY to $120M, and profit down 14% YoY to $476M; HOOD drops 7%+ |
| 4:20 PM • | Bloomberg: Sources: AI robotics startup Physical Intelligence is in talks to raise $1B+ led by Avenir and Lux Capital at a ~$20B valuation, up from $11.5B earlier in 2026 |
| 4:02 PM • | Anthony Hughes / Bloomberg: Sources: Meta's $25B share sale was oversubscribed 5x as it seeks $98B for AI spending; the 15 largest investors in the sale accounted for ~70% of shares |
| 3:15 PM • | Annie Palmer / CNBC: Memo: Amazon says measuring AI adoption solely by token usage or code generation is “deeply flawed”, as it discourages staff from tokenmaxxing |
| 2:10 PM • | Financial Times: GM plans to switch from the NYSE to Nasdaq on November 17 as part of its push under Tesla veteran Sterling Anderson to use AI to speed up its development cycle |
| 1:02 PM • | Kurt Schlosser / GeekWire: Avante, which builds an AI platform to help companies manage employee healthcare and other benefits, raised a $30M Series A, following a $10M seed in 2024 |
| 12:30 PM • | Seema Mody / CNBC: Oracle adds ChatGPT and Codex to its app stack and expands Oracle Cloud Infrastructure lineup with Google TPUs, OpenAI's Jalapeño chip, and Cerebras hardware |
| 12:10 PM • | Jay Peters / The Verge: Google DeepMind launches Genie 4, a world model powered by Gemini 3.8 Flash designed to generate interactive AI simulations, in preview first to trusted testers |
| 11:20 AM • | Stephanie Palazzolo / The Information: Anthropic's S-1 shows an 85% gross margin in H1 from running its models, a reality check for skeptics who said pay-as-you-go model sales wouldn't be profitable |
| 10:35 AM • | Rya Jetha / Business Insider: London-based Machenta, which is building an AI model that can teach robots new physical tasks after seeing them performed just once, raised a $40M seed |
| 10:10 AM • | Emma Roth / The Verge: Apple adds a beta AI assistant built on Apple's and OpenAI's models to Keynote, Pages, Numbers, and Logic Pro, plus MCP support to Keynote, Pages, and Numbers |
| 9:40 AM • | Natasha Mascarenhas / Bloomberg: Dallas-based Disruptive raised $10B to invest in AI, defense, and software, doubling its AUM, and pivots from single-deal SPVs to a discretionary fund structure |
| 9:30 AM • | Tim Fernholz / TechCrunch: Neocloud General Compute, which specializes in bare-metal infrastructure, raised a $100M Series A led by Blackbird and Abstract at an $800M post-money valuation |
| 9:20 AM • | Bloomberg: Anduril and Qualcomm unveil BlueChip, a line of laptops designed and assembled in the US for defense and government; Anduril will begin taking orders in 2027 |
| 9:10 AM • | Apple: Apple updates the 24-inch iMac with an M6, which has up to a 12-core CPU and up to a 12-core GPU, and a dual 16-core Neural Engine, for $1,499+ from November 6 |
| 9:07 AM • | Apple: Apple unveils a 14" MacBook Pro with an M6, which has a 12-core CPU and a 12-core GPU, 16GB or 32GB of unified memory, and Wi-Fi 7, for $1,999+ from November 6 |
| 8:45 AM • | Bloomberg: The FCC warns TP-Link that three of its routers violate power limits, which could bring more bans, and it may have submitted “false or incorrect information” |
| 8:30 AM • | Ananya Bhattacharya / Rest of World: Study: non-English languages can consume far more AI tokens, with the most expensive language using 1.5x to 5x more than the cheapest, causing a “tokenizer tax” |
| 8:05 AM • | Raphael Satter / Reuters: Sources: Trend Micro's TrendAI found Israeli adtech company Discover-Tech heavily targeted Starlink users in 100+ countries, likely to geolocate or surveil them |
| 7:35 AM • | Elias Schisgall / Wall Street Journal: PayPal reports Q3 revenue up 2% YoY to $8.58B, below $8.71B est., TPV up 6% to $487.14B, and raises full-year adjusted EPS guidance to ~$5.60, above $5.39 est. |
| 7:10 AM • | Saritha Rai / Bloomberg: Hyphenate, which develops reinforcement-learning-driven AI agents to automate corporate finance tasks, raised a $45M Series A, taking its total funding to $54M |
| 6:50 AM • | Luke Fountain / CNBC: Analysis: AI political groups have spent $78.5M on US federal candidates during the 2026 cycle; AI accelerationists spent $34M and safeguard-focused groups $39M |
| 6:35 AM • | Zara Stone / The San Francisco Standard: Anthropic's S-1 excludes Labs co-lead Ben Mann from its “Continuing Founders” and Founder LLC; Anthropic says “it's still fair to refer to him as a co-founder” |
| 6:20 AM • | Financial Times: Sources: UK stealth AI startup 22one, which is building law enforcement tools, hit a nearly $400M valuation after raising funds from Sequoia, Lux, and others |
| 6:05 AM • | Peter Blumberg / Bloomberg: A US federal judge orders the Trump administration to halt a ban prohibiting the Pentagon from doing business with any company that does lobbying for Alibaba |
| 5:55 AM • | Financial Times: S-1: Anthropic spent ~$2.50 on compute and infrastructure for every $1 of revenue in Q1 2025, falling to under 50 cents in Q2 2026, as it seeks profitability |
| 5:40 AM • | Wall Street Journal: Sources: Broadcom CEO Hock Tan held 11th-hour talks and agreed to higher rates and loan guarantees to secure bank participation in the $63B Anthropic debt deal |
| 4:10 AM • | Wall Street Journal: Nvidia and Meta expand their Muse partnership, including Meta deploying more Vera Rubin and Vera CPUs; Nvidia will invest $3B in Meta's planned equity fundraise |
| 1:30 AM • | Abinaya / Cyber Security News: Microsoft patches a severe flaw in its Authenticator app for Android that could let untrusted apps impersonate Microsoft apps and steal delegated account tokens |
| 1:05 AM • | Lisa Cavazuti / NBC News: Experts: since June, $100M+ in US data center freight has been stolen; in two successful heists, robbers struck escorts protecting trucks hauling $10M+ in goods |
| 9:55 PM • | Reuters: China's Star 50 index of AI and chip leaders is down by 40% in under four months, losing ~$480B in market value; chipmaker CXMT is down ~25% in the past month |
| 9:45 PM • | Katelyn Chedraoui / CNET: Ahead of US midterms, ChatGPT draws images “depicting election interference or that may discourage voting” in a cartoon style, ignoring photorealism requests |
| 7:10 PM • | Ray Maker / DC Rainmaker: Fitbit Edge review: notable upgrade over the Charge 6 for GPS and heart rate and Google Health app is an improvement, but lacks software polish and NFC payments |
| 5:55 PM • | OpenAI: OpenAI announces three breakthroughs in computer science, math, and physics, including that the Exponential Time Hypothesis, a longstanding conjecture, is false |
| 5:35 PM • | Lynn Doan / Bloomberg: Broadcom arranges a $63B deal with BofA, Blackstone, Citi, and Morgan Stanley to finance the purchase of chips for Anthropic via a new special purpose vehicle |
| 5:15 PM • | Bloomberg: Intel agrees to acquire Tel Aviv-based quantum computing startup Classiq, sources say for ~$2.3B; Classiq has raised $200M+ in funding and has ~130 employees |
| 4:25 PM • | Anna Tong / Forbes: Anthropic's IPO outlines an unusual succession plan: confidential, ranked lists of up to 10 successors per co-founder, subject to approval from five co-founders |
| 3:55 PM • | Olga Kharif / Bloomberg: Sources: Hong Kong-based stablecoin payments startup RedotPay plans a US IPO filing by year-end and is in talks for a pre-IPO round at a $4B to $5B valuation |
| 3:35 PM • | Heather Haddon / Wall Street Journal: Sources: DoorDash is in advanced talks to acquire Instacart, and the deal could be finalized as soon as this week and could value Instacart at ~$17B |
| 3:30 PM • | Juli Clover / MacRumors: Apple debuts iOS 27.2, with Siri AI enhancements for recalling past conversations, understanding more personal context, supporting five more languages, and more |
| 3:25 PM • | Matt Levine / Bloomberg: Anthropic's S-1 shows a governance structure that suits a fun quirky little mission-driven worker cooperative that needs to raise billions as a public company |
| 2:20 PM • | OpenAI: OpenAI releases GPT-6.1 Terra, touting “fast and capable computer use at scale” and clearer, more natural writing, priced at $1/1M input and $5/1M output tokens |
| 1:45 PM • | Tim Culpan / Culpium: Anthropic S-1: it spent just $482M on capex in H1 2026, leasing most of its compute, and its capex is almost entirely outsourced via $782B in lease obligations |
| 1:35 PM • | Cohere: Cohere says during an evaluation Qwen3.8-Flash-Next inventoried its host machine and tried to upload a probe file to an Alibaba Cloud storage bucket in Beijing |
| 1:30 PM • | Chance Miller / 9to5Mac: Apple says it is “aware of an issue impacting the inner display on a small number” of iPhone Duos and affected users can contact AppleCare for a replacement |
| 1:00 PM • | Rebecca Bellan / TechCrunch: S-1: as of September 30, Anthropic had 11,900+ customers spending $100,000+ annually, 1,900+ customers spending $1M+, and ~250 customers spending $10M+ |
| 12:45 PM • | Bill Toulas / BleepingComputer: Microsoft and others push out emergency patches for a critical flaw in Brotli, the C decoder library built into Node.js, that could allow remote code execution |
| 12:25 PM • | Kate Clark / Wall Street Journal: Few VC firms are mentioned in Anthropic's S-1, except Spark, which invested ~$800M across six rounds and whose GP Yasmin Razavi is the sole VC on its board |
| 11:55 AM • | Camila Grigera Naón / Fortune: NYC-based Nevis, which uses AI to automate paperwork for financial advisors, raised a $70M Series B led by EQT Ventures, a source says at a $500M valuation |
| 11:50 AM • | Bloomberg: Microsoft offers buyouts to ~60K workers, including at a VP level and below across the US, Canada, India, and the UK; its headcount at the end of June was 223K |
| 11:35 AM • | Edward Ludlow / Bloomberg: Bedrock Robotics, which makes autonomous construction machines like excavators, raised a $600M Series C at a $4.1B valuation led by CapitalG and Emergence |
| 11:30 AM • | Caitlin Huston / The Hollywood Reporter: Instagram is testing Features, a new long-form horizontal video format of up to 90 minutes aimed at podcasters, comedians, and other creators, in the US |
| 10:45 AM • | Maria Curi / Axios: S-1: Anthropic warns prospective investors that its AI safety and advocacy stances risk disproportionate and selective targeting from the Trump administration |
| 10:06 AM • | Wall Street Journal: Sources: Anthropic is aiming to go public the week of November 16 and could raise ~$100B at a $1.5T to $2T valuation, after initially preparing for October |
| 10:03 AM • | Wall Street Journal: Anthropic's S-1 lists 94 pages of risk factors and warns that the “scale of harm” from a “catastrophic” AI incident might mean it is unable to obtain insurance |
| 9:55 AM • | Deborah Mary Sophia / Reuters: Anthropic S-1: post-IPO, it will keep operating as a Public Benefit Corporation, giving its seven co-founders 50.1% voting control via a single Class F share |
| 9:45 AM • | Carmen Arroyo / Bloomberg: SpaceX agrees to a ~$40B equipment finance lease with Apollo to fund purchases of Nvidia GPUs for its AI initiatives, set to close before the end of 2026 |
| 9:40 AM • | Robert Hart / The Verge: S-1: Anthropic outlines its mission to revolutionize sectors like medicine and warns its corporate behavior may diverge from traditional profit-maximization |
| 9:30 AM • | Financial Times: Anthropic S-1: of its $81B net loss in H1 2026, $72B+ was related to rising convertible note value as its valuation increased and nearly $9B to compute |
| 9:30 AM • | Bloomberg: Anthropic S-1: an $80.7B net loss on revenue of $16.3B in H1 2026, up from a $13B net loss on revenue of $1.2B in H1 2025, and a net revenue retention of 900% |
| 9:18 AM • | SEC.gov: Anthropic's co-founders say they “believe that AI is one of the most consequential technologies in human history”, detail its scientific potential, and more |
| 9:11 AM • | Anthropic: Anthropic files for an IPO on the Nasdaq under the symbol ANT; the number of Class A shares to be offered and the price range is yet to be determined |
| 9:06 AM • | Apple: Apple unveils a redesigned iPad mini featuring an 8.5" 60Hz OLED display with nano-texture option, an A20 Pro SoC, Touch ID, and IP67, for $699+ from November 6 |
| 8:15 AM • | Jessica Meszaros / NPR: Google DeepMind's AI hurricane forecasting model outperformed conventional models by accurately predicting that Hurricane Isaias would make landfall in Florida |
| 7:55 AM • | Joanna Glasner / Crunchbase News: California startups raised a record $385B across seed to growth rounds in 2026 YTD, or 75%+ of all US startup funding; early and seed stage raised nearly $62B |
| 7:35 AM • | Washington Post: AI cybersecurity startup Cathedral says it breached Anthropic's data and messaging systems, under a program inviting outside experts to test Anthropic's systems |
| 7:25 AM • | Tim Bradshaw / Financial Times: Meta plans to raise $95B to finance its AI infrastructure, including $35B in public equity offerings, backed by cornerstone investors Nvidia, AMD, and Broadcom |
| 7:20 AM • | Ben Thompson / Stratechery: The public internet model is dying from too much content, algorithmic aggregators, and vulnerabilities found with AI, and that may bring new possibilities |
| 7:10 AM • | Samantha Kelly / Bloomberg: Ray-Ban Meta Audio glasses review: no camera can be a selling point, audio quality is good, and Meta AI works well, but privacy concerns remain and it's pricey |
| 6:55 AM • | Venkatesh Rao / Contraptions: Modern AI panic reflects “cognitive mercantilism”, a zero-sum worldview where intelligence is a scarce, dangerous supply-side resource that elites must manage |
| 6:35 AM • | Bloomberg: Volkswagen's China unit and Xpeng get approvals to trial autonomous driving systems on public roads in China; VW is testing Level 3 and Xpeng is testing Level 4 |
| 6:15 AM • | Max Woolf's Blog: A look at OpenAI's and Anthropic's aggressive price cuts from June through September, driven by low switching costs and pricing pressure from open-weight models |
| 6:00 AM • | New York Times: A look at TSMC's first plant in Phoenix that has achieved chip output rates comparable to its Taiwan facilities, as its Taiwanese engineers teach US workers |
| 5:45 AM • | Bloomberg: Filing: Chinese PCB maker Dongshan raised ~$1.3B in Hong Kong's biggest IPO in nearly two months, pricing shares at ~$11, or 35% below its Friday Shenzhen close |
| 4:55 AM • | Derrick Bryson Taylor / New York Times: Elvis Presley's music owners sue Anthropic for allegedly using 274 songs to train its models, seeking $41M+; Anthropic says it disagrees and will defend itself |
| 4:35 AM • | Bloomberg: Alphabet, Amazon, and Microsoft are expected to report double-digit percentage revenue gains this week, as investors grow impatient with AI capex and seek ROI |
| 4:15 AM • | Johnny Rodgers / Building Slack: Inside Slack's Salesforce culture clash: Benioff didn't use Slack and had ~1 hour with CEO Butterfield pre-deal; Butterfield quit after a Davos will.i.am panel |
| 3:55 AM • | Alexandra Alter / New York Times: A profile of former Google VP and Yahoo CEO Marissa Mayer, whose startup Dazzle is building an AI assistant to help normal people tackle mundane tasks visually |
| 1:50 AM • | Ananta Agarwal / Nikkei Asia: India's chip design startups near production with government support but high fab costs due to low volumes and supply chain bottlenecks hinder commercialization |
| 1:05 AM • | M.G. Siegler / Spyglass: Amazon Bee Frontier review: a $75 AI wearable with a single button that excels at always-on listening, summarizing conversations, and suggesting follow-up ideas |
| 12:40 AM • | Financial Times: A look at Toyota's robotics push, from its Walden spinoff to its $6.4B annual plan to deploy 400K factory robots, as it competes with Tesla, Xpeng, and Hyundai |
Mediagazer
memeorandum
WeSmirch
GitHub Universe 2026: Highlights from the developer's developer conference — Copilot Fusion was the belle of the ball, but the hero at the heart of the two-day event was the developer community.
The best sales leaders aren't job hunting. Here's how to reach them without months of cold outreach. — Our team came from Box, Square, and Brex, so we already know the GTM leaders worth meeting.
Introducing the new Zoho Analytics: Agentic analytics for every business — We're excited to announce the launch of the new Zoho Analytics! This release marks a major shift for the product …
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.
