https://theinference.org/article/universal-and-sony-matched-60-202-songs-in-suno-s-training-files-at-up-to-150-000-each The Inference en 2026-10-28T16:24:14.623Z Universal and Sony matched 60,202 songs in Suno's training files, at up to $150,000 each https://theinference.org/article/bitfury-founder-locked-100-million-before-cipher-digital-s-53-drop-retail-still-bets-on-the-ai-pivot The Inference en 2026-10-28T16:23:14.233Z Bitfury founder locked $100 million before Cipher Digital's 53% drop; retail still bets on the AI pivot https://theinference.org/article/ge-healthcare-beat-and-raised-then-filed-the-exit-of-the-pcs-chief-to-a-rival-s-top-job The Inference en 2026-10-28T16:22:14.750Z GE HealthCare beat and raised, then filed the exit of the PCS chief to a rival's top job https://theinference.org/article/nvidia-is-co-signer-and-chipmaker-as-zankore-s-3-1-billion-gpu-loan-prices-near-7-3 The Inference en 2026-10-28T16:21:14.019Z Nvidia is co-signer and chipmaker as Zankore's $3.1 billion GPU loan prices near 7.3% https://theinference.org/article/lg-electronics-ai-cooling-orders-passed-2-1-billion-index-funds-must-sell-113-8-billion-won-in-december The Inference en 2026-10-28T16:20:15.501Z LG Electronics' AI cooling orders passed $2.1 billion; index funds must sell 113.8 billion won in December https://theinference.org/article/umc-missed-consensus-at-92-utilization-and-added-3-2-billion-of-capex-with-the-stock-up-147-5 The Inference en 2026-10-28T16:19:14.144Z UMC missed consensus at 92% utilization and added $3.2 billion of capex, with the stock up 147.5% https://theinference.org/article/motorola-locked-in-decade-long-prices-then-the-memory-bill-tripled The Inference en 2026-10-28T16:18:14.113Z Motorola locked in decade-long prices, then the memory bill tripled https://theinference.org/article/applied-materials-takes-its-besi-stake-to-20-at-an-undisclosed-price-besi-bought-back-at-187-12 The Inference en 2026-10-28T16:17:14.209Z Applied Materials takes its Besi stake to 20% at an undisclosed price; Besi bought back at €187.12 https://theinference.org/article/corning-s-639-million-tell-customers-are-prepaying-for-the-ai-fiber-boom The Inference en 2026-10-28T15:42:14.256Z Corning's $639 million tell: customers are prepaying for the AI fiber boom https://theinference.org/article/synaptics-5-85-spread-to-onsemi-s-123-cash-offer-waits-on-an-unscheduled-shareholder-vote The Inference en 2026-10-28T15:37:14.265Z Synaptics' $5.85 spread to onsemi's $123 cash offer waits on an unscheduled shareholder vote https://theinference.org/article/moody-s-rates-ripple-s-rlusd-a2-the-first-investment-grade-stablecoin-rating The Inference en 2026-10-28T15:36:14.420Z Moody's rates Ripple's RLUSD A2, the first investment-grade stablecoin rating https://theinference.org/article/murata-manufacturing-will-pay-part-of-accenture-s-ai-fee-only-on-results-not-hours The Inference en 2026-10-28T15:35:14.179Z Murata Manufacturing will pay part of Accenture's AI fee only on results, not hours https://theinference.org/article/zhongji-innolight-reports-thursday-down-50-with-full-2027-orders-and-a-reported-us-import-ban The Inference en 2026-10-28T15:34:14.912Z Zhongji Innolight reports Thursday down 50% with full 2027 orders and a reported US import ban https://theinference.org/article/coinbase-s-friday-conversion-moves-tether-s-european-balances-onto-circle-s-books The Inference en 2026-10-28T15:33:14.183Z Coinbase's European Conversion Moves Tether Balances to Circle https://theinference.org/article/fico-holds-its-10-mortgage-toll-as-the-regulator-and-the-bureaus-close-in The Inference en 2026-10-28T15:32:14.633Z FICO holds its $10 mortgage toll as the regulator and the bureaus close in https://theinference.org/article/national-grid-quoted-1-1-billion-for-sea-link-to-planners-while-asking-its-regulator-for-2-567-billion The Inference en 2026-10-28T15:31:14.265Z National Grid quoted £1.1 billion for Sea Link to planners while asking its regulator for £2.567 billion https://theinference.org/article/flex-s-ai-power-segment-grows-75-85-and-spins-off-as-axiom-with-vicor-s-itc-case-still-open The Inference en 2026-10-28T15:30:14.123Z Flex's AI power segment grows 75-85% and spins off as Axiom, with Vicor's ITC case still open https://theinference.org/article/ge-vernova-pays-9-billion-for-trench-group-hours-after-beating-its-own-guidance The Inference en 2026-10-28T15:29:14.176Z GE Vernova pays $9 billion for Trench Group hours after beating its own guidance https://theinference.org/article/jfrog-s-lab-found-42-hijacked-repos-wired-to-fire-in-claude-and-cursor-its-stock-is-up-61-in-2026 The Inference en 2026-10-28T15:28:14.082Z JFrog's lab found 42 hijacked repos wired to fire in Claude and Cursor; its stock is up 61% in 2026 https://theinference.org/article/amkor-s-ai-customers-prepay-1-9-billion-while-its-2027-capex-above-2-billion-stays-on-its-balance-sheet The Inference en 2026-10-28T15:27:14.130Z Amkor's AI customers prepay $1.9 billion while its 2027 capex above $2 billion stays on its balance sheet https://theinference.org/article/los-angeles-fails-9-6-to-block-axon-s-plate-readers-in-a-free-three-month-trial-with-235-million-behind-it The Inference en 2026-10-28T15:26:14.067Z Los Angeles fails 9-6 to block Axon's plate readers in a free three-month trial, with $235 million behind it https://theinference.org/article/ultra-clean-holdings-posts-a-record-759-million-quarter-as-lam-research-says-parts-cap-the-ai-chip-boom The Inference en 2026-10-28T15:25:14.301Z Ultra Clean Holdings posts a record $759 million quarter as Lam Research says parts cap the AI chip boom https://theinference.org/article/fireworks-ai-wants-40-billion-for-tokens-nobody-can-publicly-count The Inference en 2026-10-28T15:05:14.277Z Fireworks AI wants $40 billion for tokens nobody can publicly count https://theinference.org/article/one-family-s-6-billion-check-props-up-robinhood-s-record-deposit-month The Inference en 2026-10-28T14:56:14.523Z One family's $6 billion check props up Robinhood's record deposit month https://theinference.org/article/issuers-blocked-26-tokenized-stock-listings-onshore-coinbase-is-building-the-other-2-000-offshore The Inference en 2026-10-28T14:54:14.091Z Issuers blocked 26 tokenized-stock listings onshore. Coinbase is building the other 2,000 offshore. https://theinference.org/article/te-connectivity-posts-record-quarter-and-guides-above-consensus-its-stock-falls-anyway The Inference en 2026-10-28T14:53:14.207Z TE Connectivity posts record quarter and guides above consensus; its stock falls anyway https://theinference.org/article/fermi-s-6-5-billion-tensorwave-lease-must-close-by-october-31-and-the-financing-is-still-not-raised The Inference en 2026-10-28T14:51:14.866Z Fermi's $6.5 billion TensorWave lease must close by October 31, and the financing is still not raised https://theinference.org/article/europe-s-politicians-can-block-palantir-s-contracts-its-taxpayers-have-already-paid-1-4-billion The Inference en 2026-10-28T14:49:14.089Z Europe's politicians can block Palantir's contracts. Its taxpayers have already paid €1.4 billion https://theinference.org/article/meta-investors-sue-to-block-a-share-class-that-frees-23-8-billion-for-zuckerberg-to-sell The Inference en 2026-10-28T14:43:14.164Z Meta investors sue to block a share class that frees $23.8 billion for Zuckerberg to sell https://theinference.org/article/zip-s-fraud-quarter-pushed-bad-debts-to-1-97-affirm-s-november-5-report-is-bnpl-s-first-hard-test The Inference en 2026-10-28T14:38:14.063Z Zip's fraud quarter pushed bad debts to 1.97%; Affirm's November 5 report is BNPL's first hard test https://theinference.org/article/super-micro-s-5-billion-order-rides-on-debt-to-unrated-clients The Inference en 2026-10-28T14:31:14.360Z Super Micro's $5 Billion Order Rides on Debt to Unrated Clients https://theinference.org/article/amd-buys-fei-fei-li-s-world-labs-for-8-2-billion-117-million-a-head-as-rivals-give-it-away The Inference en 2026-10-28T14:27:14.021Z AMD buys Fei-Fei Li's World Labs for $8.2 billion, $117 million a head, as rivals give it away https://theinference.org/article/snap-runs-out-of-settlements-first-jury-hears-the-snapchat-design-defense-this-week The Inference en 2026-10-28T14:20:14.117Z Snap runs out of settlements: first jury hears the Snapchat design defense this week https://theinference.org/article/spacex-and-tesla-boards-weigh-a-3-5-trillion-merger-over-xai-s-40-billion-gpu-lease The Inference en 2026-10-28T14:12:14.123Z SpaceX and Tesla boards weigh a $3.5 trillion merger over xAI's $40 billion GPU lease https://theinference.org/article/apple-s-foldable-cracked-four-days-after-launch-apple-replaces-screens-while-fine-m-tec-stock-fell-15-7 The Inference en 2026-10-28T14:08:18.364Z Apple's foldable cracked four days after launch; Apple replaces screens while Fine M-Tec stock fell 15.7% https://theinference.org/article/snowflake-priced-its-coding-agent-at-6-34-a-trial-and-the-mode-that-won-stays-internal The Inference en 2026-10-28T14:06:14.039Z Snowflake priced its coding agent at $6.34 a trial, and the mode that won stays internal https://theinference.org/article/oracle-now-prices-and-bills-snowflake-on-oci-and-owns-the-discount The Inference en 2026-10-28T14:05:14.042Z Oracle now prices and bills Snowflake on OCI, and owns the discount https://theinference.org/article/agents-launch-17-million-databases-a-day-on-databricks-the-line-they-feed-makes-100-million The Inference en 2026-10-28T14:04:14.745Z Agents launch 17 million databases a day on Databricks; the line they feed makes $100 million https://theinference.org/article/shorts-left-skyworks-at-the-fastest-rate-on-finra-s-list-as-the-qorvo-deal-closed The Inference en 2026-10-28T14:03:14.032Z Shorts left Skyworks at the fastest rate on FINRA's list as the Qorvo deal closed https://theinference.org/article/onsemi-chases-a-1-billion-ai-power-startup-with-3-5-billion-of-cash-and-a-credit-line The Inference en 2026-10-28T14:02:14.036Z Onsemi chases a $1 billion AI power startup with $3.5 billion of cash and a credit line https://theinference.org/article/eli-lilly-s-retatrutide-beat-ozempic-head-to-head-20-9-weight-loss-vs-9-4-before-novo-nordisk-reports The Inference en 2026-10-28T13:58:13.927Z Eli Lilly's retatrutide beat Ozempic head-to-head: 20.9% weight loss vs 9.4%, before Novo Nordisk reports https://theinference.org/article/technoprobe-10-owned-by-teradyne-guides-2026-revenue-up-nearly-70-with-no-bank-debt The Inference en 2026-10-28T13:11:13.094Z Technoprobe, 10% owned by Teradyne, guides 2026 revenue up nearly 70% with no bank debt https://theinference.org/article/accenture-ceo-julie-sweet-bought-3-0-million-of-stock-five-days-after-a-co-ceo-sold-1-4-million The Inference en 2026-10-28T13:10:12.962Z Accenture CEO Julie Sweet bought $3.0 million of stock five days after a co-CEO sold $1.4 million https://theinference.org/article/citi-says-11-ubs-says-6-on-fluence-the-fault-is-in-delayed-houston-plants-not-europe The Inference en 2026-10-28T13:09:13.538Z Citi says $11, UBS says $6 on Fluence: the fault is in delayed Houston plants, not Europe https://theinference.org/article/qnity-the-dupont-spin-off-reports-november-4-with-china-at-33-of-sales-and-no-ai-cooling-revenue-yet The Inference en 2026-10-28T13:08:13.322Z Qnity, the DuPont spin-off, reports November 4 with China at 33% of sales and no AI cooling revenue yet https://theinference.org/article/bending-spoons-raised-evernote-s-top-plan-92-to-250-in-the-week-it-took-1-5-billion-of-notes-to-market The Inference en 2026-10-28T13:07:13.567Z Bending Spoons raised Evernote's top plan 92% to $250 in the week it took $1.5 billion of notes to market https://theinference.org/article/qualcomm-won-2-in-a-delaware-jury-verdict-against-arm-1-5-billion-of-royalties-await-a-judge The Inference en 2026-10-28T13:06:13.276Z Qualcomm won $2 in a Delaware jury verdict against Arm; $1.5 billion of royalties await a judge https://theinference.org/article/alphabet-bought-back-zero-stock-for-two-quarters-200-billion-of-capex-and-anthropic-take-the-cash The Inference en 2026-10-28T13:05:13.226Z Alphabet bought back zero stock for two quarters; $200 billion of capex and Anthropic take the cash https://theinference.org/article/ge-vernova-turned-13-gw-of-reserved-turbine-slots-into-firm-orders-backlog-hit-197-billion The Inference en 2026-10-28T13:04:13.543Z GE Vernova turned 13 GW of reserved turbine slots into firm orders; backlog hit $197 billion https://theinference.org/article/amazon-s-ai-buildout-tripled-generac-s-order-book-to-4-5-billion-at-half-the-margin-of-its-home-business The Inference en 2026-10-28T13:03:13.077Z Amazon's AI buildout tripled Generac's order book to $4.5 billion at half the margin of its home business https://theinference.org/article/google-and-amazon-now-pay-to-build-aep-s-power-plants-a-4-billion-fuel-cell-plant-and-12-reactors The Inference en 2026-10-28T13:02:13.403Z Google and Amazon now pay to build AEP's power plants: a $4 billion fuel-cell plant and 12 reactors https://theinference.org/article/doe-offers-constellation-5-billion-to-add-1-1-gigawatts-already-sold-to-google-amazon-and-meta The Inference en 2026-10-28T03:13:07.980Z DOE offers Constellation $5 billion to add 1.1 gigawatts already sold to Google, Amazon and Meta https://theinference.org/article/sk-hynix-banks-its-first-100-trillion-won-quarter-at-an-80-margin-as-apple-cuts-iphone-orders The Inference en 2026-10-28T01:13:06.386Z SK hynix banks its first 100 trillion won quarter at an 80% margin as Apple cuts iPhone orders https://theinference.org/article/banks-plan-a-21-billion-bond-sale-of-anthropic-chip-debt-as-fitch-sizes-broadcom-s-43-5-billion-guarantee The Inference en 2026-10-28T00:49:06.318Z Banks plan a $21 billion bond sale of Anthropic chip debt as Fitch sizes Broadcom's $43.5 billion guarantee https://theinference.org/article/snapmagic-turns-text-prompts-into-full-circuit-schematics-rival-flux-has-raised-37-million-for-the-same-job The Inference en 2026-10-27T19:06:33.924Z SnapMagic turns text prompts into full circuit schematics; rival Flux has raised $37 million for the same job https://theinference.org/article/commvault-s-resilience-premium-now-rides-on-its-saas-conversion The Inference en 2026-10-27T19:04:49.700Z Commvault's resilience premium now rides on its SaaS conversion https://theinference.org/article/google-sells-tpus-into-oracle-s-cloud-for-the-first-time-as-oracle-s-90-billion-chip-plan-still-hedges-nvidia The Inference en 2026-10-27T18:17:33.338Z Google sells TPUs into Oracle's cloud for the first time as Oracle's $90 billion chip plan still hedges Nvidia https://theinference.org/article/qualcomm-cuts-jobs-worldwide-launches-anduril-laptop-as-handset-chips-fall-20-before-its-november-4-report The Inference en 2026-10-27T18:15:33.355Z Qualcomm cuts jobs worldwide, launches Anduril laptop as handset chips fall 20% before its November 4 report https://theinference.org/article/chip-design-software-grew-12-2-in-q2-silvaco-whose-ceo-read-the-numbers-guides-down-8-5 The Inference en 2026-10-27T18:11:33.368Z Chip design software grew 12.2% in Q2. Silvaco, whose CEO read the numbers, guides down 8.5% https://theinference.org/article/dynatrace-ships-a-verified-cursor-plugin-before-november-3-earnings-as-datadog-grows-twice-as-fast The Inference en 2026-10-27T18:09:33.399Z Dynatrace ships a verified Cursor plugin before November 3 earnings as Datadog grows twice as fast https://theinference.org/article/pg-e-wants-cheap-permits-and-expensive-grids-proposition-45-is-where-the-two-meet The Inference en 2026-10-27T18:07:32.088Z PG&E wants cheap permits and expensive grids: Proposition 45 is where the two meet https://theinference.org/article/johnson-controls-sells-its-dsc-and-qolsys-alarm-brands-to-truelink-capital-at-an-undisclosed-price The Inference en 2026-10-27T17:14:30.793Z Johnson Controls sells its DSC and Qolsys alarm brands to Truelink Capital at an undisclosed price https://theinference.org/article/honeywell-s-refinery-ai-could-be-worth-60-million-a-year-to-dangote-before-costs-and-not-guaranteed The Inference en 2026-10-27T17:12:31.897Z Honeywell's refinery AI could be worth $60 million a year to Dangote, before costs and not guaranteed https://theinference.org/article/elementl-signs-korean-funding-deal-for-ohio-reactors-as-ge-vernova-counts-on-a-116gw-gas-backlog The Inference en 2026-10-27T17:10:33.290Z Elementl signs Korean funding deal for Ohio reactors as GE Vernova counts on a 116GW gas backlog https://theinference.org/article/hubbell-s-data-center-quarter-electrical-solutions-up-51-guidance-raised-debt-doubled-to-fund-it The Inference en 2026-10-27T17:08:57.229Z Hubbell's data-center quarter: Electrical Solutions up 51%, guidance raised, debt doubled to fund it https://theinference.org/article/glean-passed-300-million-arr-and-zoominfo-and-databricks-are-already-ingesting-its-data The Inference en 2026-10-27T17:06:33.848Z Glean passed $300 million ARR, and ZoomInfo and Databricks are already ingesting its data https://theinference.org/article/bigbear-ai-reports-tonight-as-tipranks-sees-revenue-down-9-5-and-zacks-sees-it-up-17-5 The Inference en 2026-10-27T16:30:33.123Z BigBear.ai reports tonight as TipRanks sees revenue down 9.5% and Zacks sees it up 17.5% https://theinference.org/article/bunsen-now-runs-80-of-schrodinger-s-own-modeling-jobs-and-november-4-shows-if-customers-pay-for-it The Inference en 2026-10-27T16:28:02.168Z Bunsen now runs 80% of Schrödinger's own modeling jobs, and November 4 shows if customers pay for it https://theinference.org/article/providence-credits-flock-with-an-86-homicide-clearance-rate-then-moves-to-ban-every-plate-reader The Inference en 2026-10-27T16:26:03.554Z Providence credits Flock with an 86% homicide clearance rate, then moves to ban every plate reader https://theinference.org/article/maryland-promised-anduril-nearly-500-million-in-tax-breaks-before-its-legislature-votes-on-75-million The Inference en 2026-10-27T16:24:03.443Z Maryland promised Anduril nearly $500 million in tax breaks before its legislature votes on $75 million https://theinference.org/article/judge-throws-out-bot-fraud-suit-against-spotify-with-prejudice-clearing-its-pro-rata-royalty-model The Inference en 2026-10-27T16:22:00.831Z Judge throws out bot-fraud suit against Spotify with prejudice, clearing its pro-rata royalty model https://theinference.org/article/dxc-doubles-on-a-break-up-that-values-one-unit-near-the-whole-company The Inference en 2026-10-27T16:20:03.338Z DXC Doubles on a Break-Up That Values One Unit Near the Whole Company https://theinference.org/article/cms-energy-earns-1-44-adjusted-while-funding-the-fight-against-michigan-s-utility-money-ban The Inference en 2026-10-27T16:18:01.201Z CMS Energy earns $1.44 adjusted while funding the fight against Michigan's utility money ban https://theinference.org/article/cloudflare-s-own-disclosure-155-glm-5-3-responses-leaked-other-customers-data-and-z-ai-s-name-travels The Inference en 2026-10-27T16:16:04.621Z Cloudflare's own disclosure: 155 GLM-5.3 responses leaked other customers' data, and Z.AI's name travels https://theinference.org/article/uipath-s-forrester-badge-graded-in-july-its-executives-sold-57-million-since-august The Inference en 2026-10-27T16:14:01.130Z UiPath's Forrester badge graded in July; its executives sold $57 million since August https://theinference.org/article/delaware-s-top-court-makes-verisk-pursue-its-2-35-billion-acculynx-buyout The Inference en 2026-10-27T15:59:01.319Z Delaware's top court makes Verisk pursue its $2.35 billion AccuLynx buyout https://theinference.org/article/kalshi-traders-bet-600-000-on-robinhood-s-earnings-call-tonight-as-the-stock-slides-17-this-month The Inference en 2026-10-27T15:45:03.368Z Kalshi traders bet $600,000 on Robinhood's earnings call tonight as the stock slides 17% this month https://theinference.org/article/corning-s-optical-unit-jumps-44-to-2-38-billion-on-ai-demand-while-solar-swings-to-a-7-million-loss The Inference en 2026-10-27T15:43:03.281Z Corning's Optical unit jumps 44% to $2.38 billion on AI demand while Solar swings to a $7 million loss https://theinference.org/article/indonesia-gives-freeport-mcmoran-an-eight-month-export-permit-as-its-q3-beat-leans-on-price-not-volume The Inference en 2026-10-27T15:41:03.331Z Indonesia gives Freeport-McMoRan an eight-month export permit as its Q3 beat leans on price, not volume https://theinference.org/article/apollo-sells-its-credit-book-below-book-value-and-ares-fee-engine-grows-two-days-before-earnings The Inference en 2026-10-27T15:39:03.318Z Apollo sells its credit book below book value, and Ares' fee engine grows two days before earnings https://theinference.org/article/american-tower-s-55-million-guidance-raise-is-all-data-centers-as-tower-revenue-falls-3-3 The Inference en 2026-10-27T15:37:03.285Z American Tower's $55 million guidance raise is all data centers as tower revenue falls 3.3% https://theinference.org/article/army-admits-it-induces-drone-demand-artificially-as-aerovironment-trades-at-a-52-week-low The Inference en 2026-10-27T15:35:03.292Z Army admits it induces drone demand artificially as AeroVironment trades at a 52-week low https://theinference.org/article/two-firewall-vendors-patch-in-parallel-while-attackers-already-hold-the-keys The Inference en 2026-10-27T15:33:01.394Z Two firewall vendors patch in parallel while attackers already hold the keys https://theinference.org/article/amazon-agrees-to-fund-and-buy-power-from-12-small-reactors-at-aep-s-retired-indiana-coal-plant The Inference en 2026-10-27T15:31:03.396Z Amazon agrees to fund and buy power from 12 small reactors at AEP's retired Indiana coal plant https://theinference.org/article/flex-paid-4-4-billion-for-epc-power-days-after-the-itc-opened-vicor-s-patent-case-naming-flex The Inference en 2026-10-27T15:29:03.342Z Flex paid $4.4 billion for EPC Power days after the ITC opened Vicor's patent case naming Flex https://theinference.org/article/klaviyo-insiders-sold-193-million-as-jefferies-ties-salesforce-s-5-66-billion-braze-deal-to-a-takeout The Inference en 2026-10-27T15:27:03.308Z Klaviyo insiders sold $193 million as Jefferies ties Salesforce's $5.66 billion Braze deal to a takeout https://theinference.org/article/guidewire-borrows-1-billion-to-buy-the-ai-that-prices-75-billion-of-premiums The Inference en 2026-10-27T15:25:10.312Z Guidewire borrows $1 billion to buy the AI that prices $75 billion of premiums https://theinference.org/article/advantest-reports-october-28-with-a-51-7-margin-and-bernstein-s-900-billion-operating-profit-bar The Inference en 2026-10-27T15:23:03.286Z Advantest reports October 28 with a 51.7% margin and Bernstein's ¥900 billion operating-profit bar https://theinference.org/article/intel-ceo-lip-bu-tan-discussed-collaboration-with-amd-outside-customers-are-5-1-of-intel-s-foundry-revenue The Inference en 2026-10-27T15:21:00.025Z Intel CEO Lip-Bu Tan discussed collaboration with AMD; outside customers are 5.1% of Intel's foundry revenue https://theinference.org/article/lg-energy-solution-s-storage-bet-50-gwh-of-supply-waits-on-2-gwh-of-announced-demand The Inference en 2026-10-27T14:59:01.234Z LG Energy Solution's storage bet: 50 GWh of supply waits on 2 GWh of announced demand https://theinference.org/article/cellebrite-cut-off-serbia-in-2025-the-labs-say-its-tools-ran-through-the-2026-election-anyway The Inference en 2026-10-27T14:36:03.266Z Cellebrite cut off Serbia in 2025. The labs say its tools ran through the 2026 election anyway https://theinference.org/article/coreweave-builds-across-four-continents-on-money-that-costs-15 The Inference en 2026-10-27T14:34:03.541Z CoreWeave builds across four continents on money that costs 15% https://theinference.org/article/openai-s-new-model-runs-tasks-about-nine-times-cheaper-than-claude-opus-5-5-the-model-in-anthropic-s-s-1 The Inference en 2026-10-27T14:32:03.380Z OpenAI's new model runs tasks about nine times cheaper than Claude Opus 5.5, the model in Anthropic's S-1 https://theinference.org/article/mizuho-cuts-its-circle-target-to-43-on-ai-agent-risk-while-bernstein-and-ark-pushed-back The Inference en 2026-10-27T14:30:06.162Z Mizuho cuts its Circle target to $43 on AI agent risk while Bernstein and Ark pushed back https://theinference.org/article/insiders-sold-97-6-million-at-arista-s-record-close-and-the-nov-3-print-decides-if-they-were-wrong The Inference en 2026-10-27T14:28:03.298Z Insiders sold $97.6 million at Arista's record close, and the Nov 3 print decides if they were wrong https://theinference.org/article/tesla-s-bearish-ratings-hit-an-11-year-low-as-barclays-lifts-its-target-to-450-and-the-stock-jumps-5-2 The Inference en 2026-10-27T14:26:03.212Z Tesla's bearish ratings hit an 11-year low as Barclays lifts its target to $450 and the stock jumps 5.2% https://theinference.org/article/meta-s-49-stake-in-scale-ai-just-picked-up-a-european-legal-problem The Inference en 2026-10-27T14:24:00.994Z Meta's 49% stake in Scale AI just picked up a European legal problem https://theinference.org/article/airbnb-spent-7-1-million-on-los-angeles-elections-before-november-3-30-times-its-spending-since-2018 The Inference en 2026-10-27T14:22:03.653Z Airbnb spent $7.1 million on Los Angeles elections before November 3, 30 times its spending since 2018 https://theinference.org/article/intuit-pays-accounting-firms-up-to-25-of-net-billings-as-agents-automate-their-book-close The Inference en 2026-10-27T14:20:03.231Z Intuit pays accounting firms up to 25% of net billings as agents automate their book close https://theinference.org/article/monolithic-power-is-32-below-its-high-before-october-29-earnings-with-a-fraud-suit-and-vicor-s-import-bid The Inference en 2026-10-27T14:18:03.221Z Monolithic Power is 32% below its high before October 29 earnings, with a fraud suit and Vicor's import bid https://theinference.org/article/indiana-neighbors-take-sk-hynix-s-3-9-billion-plant-to-court-as-the-board-weighs-a-12-billion-payout The Inference en 2026-10-27T14:16:02.144Z Indiana neighbors take SK Hynix's $3.9 billion plant to court as the board weighs a $12 billion payout https://theinference.org/article/suss-microtec-cuts-2026-revenue-guidance-to-405-425-million-closes-its-garching-plant-and-falls-10 The Inference en 2026-10-27T14:14:00.501Z SUSS MicroTec cuts 2026 revenue guidance to €405-425 million, closes its Garching plant and falls 10% https://theinference.org/article/kospi-jumps-4-53-to-5-717-on-retail-money-as-foreigners-sold-150-billion-in-2026-samsung-reports-oct-29 The Inference en 2026-10-27T14:12:01.594Z Kospi jumps 4.53% to 5,717 on retail money as foreigners sold $150 billion in 2026; Samsung reports Oct. 29 https://theinference.org/article/vertiv-paid-1-45-billion-for-utilityinnovation-group-to-sell-data-centers-a-way-around-the-power-queue The Inference en 2026-10-27T14:10:03.246Z Vertiv paid $1.45 billion for UtilityInnovation Group to sell data centers a way around the power queue https://theinference.org/article/aurora-s-500-truck-charger-logistics-deal-is-non-binding-and-the-carrier-also-runs-rival-kodiak The Inference en 2026-10-27T14:08:01.360Z Aurora's 500-truck Charger Logistics deal is non-binding, and the carrier also runs rival Kodiak https://theinference.org/article/check-point-rents-its-firewall-monthly-from-november-1-and-reports-earnings-november-2 The Inference en 2026-10-27T14:06:00.518Z Check Point rents its firewall monthly from November 1 and reports earnings November 2 https://theinference.org/article/doordash-in-advanced-talks-to-buy-instacart-for-17-billion-as-the-stock-fell-6-1-before-november-4 The Inference en 2026-10-27T13:49:00.878Z DoorDash in advanced talks to buy Instacart for $17 billion as the stock fell 6.1% before November 4 https://theinference.org/article/amazon-lends-anthropic-15-billion-to-buy-110-billion-of-aws-capacity-from-amazon The Inference en 2026-10-27T13:42:01.880Z Amazon Lends Anthropic $15 Billion to Buy $110 Billion of AWS Capacity From Amazon https://theinference.org/article/backblaze-stock-fell-59-to-8-34-as-its-335-million-coreweave-deal-becomes-a-credit-bet The Inference en 2026-10-27T13:36:59.957Z Backblaze stock fell 59% to $8.34 as its $335 million CoreWeave deal becomes a credit bet https://theinference.org/article/nanya-technology-earned-an-85-7-gross-margin-on-ddr4-as-buyers-paid-24-more-in-three-months The Inference en 2026-10-27T13:23:59.555Z Nanya Technology earned an 85.7% gross margin on DDR4 as buyers paid 24% more in three months https://theinference.org/article/iqvia-s-guidance-raise-leans-on-unclosed-acquisitions-and-2-1-billion-of-inactive-trials-left-its-backlog The Inference en 2026-10-27T13:22:01.597Z IQVIA's guidance raise leans on unclosed acquisitions, and $2.1 billion of inactive trials left its backlog https://theinference.org/article/broadcom-names-mediatek-as-alphabet-s-tpu-8t-partner-but-skeptics-say-it-gets-the-cheaper-die The Inference en 2026-10-27T13:17:03.164Z Broadcom names MediaTek as Alphabet's TPU 8t partner, but skeptics say it gets the cheaper die https://theinference.org/article/centerpoint-s-answer-to-harris-county-a-70-7-billion-grid-and-a-5-billion-promise The Inference en 2026-10-27T13:12:12.304Z CenterPoint's answer to Harris County: a $70.7 billion grid and a $5 billion promise https://theinference.org/article/bending-spoons-borrows-1-5-billion-it-will-not-guarantee-for-deals-that-do-not-exist-yet The Inference en 2026-10-27T13:05:02.787Z Bending Spoons borrows $1.5 billion it will not guarantee, for deals that do not exist yet https://theinference.org/article/nvidia-bought-3-billion-of-meta-s-25-billion-stock-sale-as-meta-expands-its-nvidia-orders The Inference en 2026-10-27T13:03:02.897Z Nvidia bought $3 billion of Meta's $25 billion stock sale as Meta expands its Nvidia orders https://theinference.org/article/blackrock-s-bar-for-ai-debt-is-7-and-secured-below-it-only-nvidia-s-balance-sheet-still-works The Inference en 2026-10-27T13:01:15.356Z BlackRock's bar for AI debt is 7% and secured; below it only Nvidia's balance sheet still works https://theinference.org/article/cadence-design-systems-lifts-2026-growth-outlook-to-21-and-plans-to-bill-for-its-new-ai-agents The Inference en 2026-10-27T03:17:53.543Z Cadence Design Systems lifts 2026 growth outlook to 21% and plans to bill for its new AI agents https://theinference.org/article/broadcom-guarantees-chip-resale-value-in-a-63-billion-anthropic-lease-from-bofa-citi-and-morgan-stanley The Inference en 2026-10-26T21:13:53.409Z Broadcom guarantees chip resale value in a $63 billion Anthropic lease from BofA, Citi and Morgan Stanley https://theinference.org/article/verizon-prices-starlink-s-phone-threat-at-500-billion-and-80-000-towers-fcc-votes-october-29 The Inference en 2026-10-26T19:09:55.665Z Verizon prices Starlink's phone threat at $500 billion and 80,000 towers; FCC votes October 29 https://theinference.org/article/globus-medical-previews-an-implant-designed-in-software-and-placed-by-its-robot-q3-due-november-5 The Inference en 2026-10-26T19:05:54.877Z Globus Medical previews an implant designed in software and placed by its robot, Q3 due November 5 https://theinference.org/article/soitec-s-chief-product-officer-says-indium-phosphide-outperforms-his-ai-substrate-november-18-revenue-decides The Inference en 2026-10-26T19:03:51.802Z Soitec's chief product officer says indium phosphide outperforms his AI substrate; November 18 revenue decides https://theinference.org/article/policyfly-s-ai-cut-customer-onboarding-from-six-months-with-four-or-five-employees-to-two-weeks-with-one The Inference en 2026-10-26T18:06:57.191Z PolicyFly's AI cut customer onboarding from six months with four or five employees to two weeks with one https://theinference.org/article/delta-cargo-goes-live-on-wisetech-s-cargowise-as-revenue-growth-slows-from-79-to-6-10 The Inference en 2026-10-26T18:04:57.387Z Delta Cargo goes live on WiseTech's CargoWise as revenue growth slows from 79% to 6-10% https://theinference.org/article/salesforce-paid-5-66-billion-for-braze-zeta-s-answer-puts-its-consumer-data-inside-ai-models The Inference en 2026-10-26T18:02:58.055Z Salesforce paid $5.66 billion for Braze; Zeta's answer puts its consumer data inside AI models https://theinference.org/article/coforge-signed-a-record-1-04-billion-in-deals-on-3-8-organic-growth-and-raised-margin-guidance-to-16 The Inference en 2026-10-26T18:01:00.968Z Coforge signed a record $1.04 billion in deals on 3.8% organic growth and raised margin guidance to 16% https://theinference.org/article/strategy-bought-no-bitcoin-last-week-spent-205-million-on-its-preferred-leaving-242-4-million-for-coins The Inference en 2026-10-26T17:24:56.469Z Strategy bought no bitcoin last week, spent $205 million on its preferred, leaving $242.4 million for coins https://theinference.org/article/microsoft-offers-60-000-employees-buyouts-before-wednesday-earnings-as-capex-matches-its-35-8-billion-profit The Inference en 2026-10-26T17:19:56.257Z Microsoft offers 60,000 employees buyouts before Wednesday earnings as capex matches its $35.8 billion profit https://theinference.org/article/honorhealth-deploys-qventus-ai-against-a-150-million-a-year-medicaid-hole-by-2032 The Inference en 2026-10-26T17:12:58.697Z HonorHealth deploys Qventus AI against a $150 million-a-year Medicaid hole by 2032 https://theinference.org/article/podium-says-its-ai-agents-hit-150-million-in-revenue-and-its-next-target-is-servicetitan-s-contractors The Inference en 2026-10-26T17:10:57.921Z Podium says its AI agents hit $150 million in revenue, and its next target is ServiceTitan's contractors https://theinference.org/article/hpe-s-1-2-billion-vultr-order-proves-ai-demand-and-shows-how-thin-it-arrives The Inference en 2026-10-26T17:08:57.334Z HPE's $1.2 billion Vultr order proves AI demand, and shows how thin it arrives