https://theinference.org/article/rigetti-s-1-4-million-quarter-leaves-its-20-million-year-resting-on-india-s-c-dac The Inference en 2026-11-11T00:05:49.486Z Rigetti's $1.4 million quarter leaves its $20 million year resting on India's C-DAC https://theinference.org/article/skild-ai-open-sources-its-physics-engine-up-to-13-times-faster-than-nvidia-s-physx-in-nvidia-s-newton The Inference en 2026-11-11T00:04:49.581Z Skild AI open-sources its physics engine, up to 13 times faster than Nvidia's PhysX, in Nvidia's Newton https://theinference.org/article/coreweave-s-q4-interest-bill-of-up-to-1-15-billion-closes-in-on-its-full-year-adjusted-operating-income The Inference en 2026-11-10T22:19:50.895Z CoreWeave's Q4 interest bill of up to $1.15 billion closes in on its full-year adjusted operating income https://theinference.org/article/tennessee-signs-bwxt-grant-for-714-5m-uranium-plant-as-bookings-fall-76 The Inference en 2026-11-10T22:12:51.803Z Tennessee signs BWXT grant for $714.5M uranium plant as bookings fall 76% https://theinference.org/article/southern-company-puts-the-operator-of-its-data-center-build-in-charge-of-the-whole-system The Inference en 2026-11-10T22:11:13.734Z Southern Company puts the operator of its data-center build in charge of the whole system https://theinference.org/article/bmw-awards-lg-energy-solution-its-first-ev-cell-contract-us-built-from-2028 The Inference en 2026-11-10T22:09:51.255Z BMW awards LG Energy Solution its first EV cell contract, US-built from 2028 https://theinference.org/article/spacex-agreed-to-pay-8-billion-for-800mhz-spectrum-doubling-calpers-money-and-shutting-out-ast-spacemobile The Inference en 2026-11-10T20:34:50.813Z SpaceX agreed to pay $8 billion for 800MHz spectrum, doubling Calpers' money and shutting out AST SpaceMobile https://theinference.org/article/hims-hers-grew-revenue-49-to-890-million-lost-33-million-and-cut-its-2026-profit-outlook-a-third-time The Inference en 2026-11-10T20:30:50.842Z Hims & Hers grew revenue 49% to $890 million, lost $33 million, and cut its 2026 profit outlook a third time https://theinference.org/article/anthropic-files-for-ipo-at-70-to-78-a-share-near-1-trillion-with-amazon-s-239-billion-mark-on-the-line The Inference en 2026-11-10T20:20:51.290Z Anthropic files for IPO at $70 to $78 a share, near $1 trillion, with Amazon's $239 billion mark on the line https://theinference.org/article/terawulf-sues-its-host-town-of-lansing-over-public-records The Inference en 2026-11-10T20:14:50.659Z TeraWulf sues its host town of Lansing over public records https://theinference.org/article/pseg-raises-its-five-year-regulated-investment-plan-to-22-5-25-5-billion The Inference en 2026-11-10T20:13:51.178Z PSEG raises its five-year regulated investment plan to $22.5-25.5 billion https://theinference.org/article/constellation-energy-ceo-calls-data-center-demand-forecasts-massively-overstated-ge-vernova-stock-fell-7-4 The Inference en 2026-11-10T19:17:50.683Z Constellation Energy CEO calls data-center demand forecasts massively overstated; GE Vernova stock fell 7.4% https://theinference.org/article/rackspace-triples-capex-to-104-million-with-92-million-of-fresh-stock-while-amd-commits-to-buy-nothing-yet The Inference en 2026-11-10T19:13:50.993Z Rackspace triples capex to $104 million with $92 million of fresh stock while AMD commits to buy nothing yet https://theinference.org/article/judge-freezes-jacobs-700-million-milwaukee-sewer-contract The Inference en 2026-11-10T19:12:51.150Z Judge Freezes Jacobs' $700 Million Milwaukee Sewer Contract https://theinference.org/article/sony-s-boycott-quarter-set-records-127-million-players-78-digital The Inference en 2026-11-10T19:11:51.717Z Sony's boycott quarter set records: 127 million players, 78% digital https://theinference.org/article/fermi-bets-its-stalled-campus-on-three-refurbished-new-jersey-turbines The Inference en 2026-11-10T19:11:08.059Z Fermi bets its stalled campus on three refurbished New Jersey turbines https://theinference.org/article/sanmina-pushed-3-5-billion-of-loan-maturities-to-2031 The Inference en 2026-11-10T19:09:51.566Z Sanmina pushed $3.5 billion of loan maturities to 2031 https://theinference.org/article/nato-put-axon-on-its-counter-drone-catalog-with-no-disclosed-price The Inference en 2026-11-10T19:08:50.569Z NATO put Axon on its counter-drone catalog with no disclosed price https://theinference.org/article/rockwell-s-ceo-bought-1-55-million-of-his-own-stock-after-the-ai-rout The Inference en 2026-11-10T19:07:50.963Z Rockwell's CEO bought $1.55 million of his own stock after the AI rout https://theinference.org/article/mara-rose-11-on-a-3-billion-ai-pipeline-its-own-filing-calls-not-yet-contracted-79-million-is-signed The Inference en 2026-11-10T18:22:50.099Z MARA rose 11% on a $3 billion AI pipeline its own filing calls not yet contracted; $79 million is signed https://theinference.org/article/october-cpi-locks-in-a-december-hike-that-lands-three-weeks-after-anthropic-s-90-billion-ipo-prices The Inference en 2026-11-10T18:16:49.817Z October CPI locks in a December hike that lands three weeks after Anthropic's $90 billion IPO prices https://theinference.org/article/anthropic-hired-a-uk-lobby-firm-the-week-it-priced-its-1-4-trillion-ipo The Inference en 2026-11-10T18:15:50.308Z Anthropic hired a UK lobby firm the week it priced its $1.4 trillion IPO https://theinference.org/article/spacex-asks-its-company-town-for-a-tax-break-on-a-24-billion-gas-plant-and-data-center The Inference en 2026-11-10T18:14:50.106Z SpaceX asks its company town for a tax break on a $24 billion gas plant and data center https://theinference.org/article/moody-s-warns-of-costlier-2027-credit-having-just-priced-its-own-bonds-at-4-125 The Inference en 2026-11-10T18:13:50.959Z Moody's warns of costlier 2027 credit, having just priced its own bonds at 4.125% https://theinference.org/article/mara-and-riot-sold-4-54-billion-of-bitcoin-in-2026-to-fund-ai-data-centers-jefferies-upgraded-riot-to-buy The Inference en 2026-11-10T18:12:50.789Z MARA and Riot sold $4.54 billion of bitcoin in 2026 to fund AI data centers; Jefferies upgraded Riot to Buy https://theinference.org/article/whitefiber-s-101-million-loss-was-mostly-an-81-million-charge-to-retire-old-bondholders The Inference en 2026-11-10T18:11:49.729Z WhiteFiber's $101 million loss was mostly an $81 million charge to retire old bondholders https://theinference.org/article/factset-promises-6-growth-and-10-eps-compounding-and-the-stock-still-fell-4 The Inference en 2026-11-10T18:10:51.129Z FactSet promises 6% growth and 10% EPS compounding, and the stock still fell 4% https://theinference.org/article/duke-energy-wins-29-lenders-consent-to-merge-its-carolinas-utilities The Inference en 2026-11-10T18:09:50.424Z Duke Energy wins 29 lenders' consent to merge its Carolinas utilities https://theinference.org/article/figure-ai-is-hiring-a-night-shift-human-at-40-to-45-an-hour-to-keep-its-robots-running The Inference en 2026-11-10T17:16:08.688Z Figure AI is hiring a night-shift human at $40 to $45 an hour to keep its robots running https://theinference.org/article/cognizant-puts-25-000-staff-on-anthropic-s-claude-hours-before-anthropic-prices-its-ipo The Inference en 2026-11-10T17:15:08.051Z Cognizant puts 25,000 staff on Anthropic's Claude, hours before Anthropic prices its IPO https://theinference.org/article/vast-data-says-14-customers-committed-10-billion-to-its-ai-storage-in-nine-months The Inference en 2026-11-10T17:12:08.913Z VAST Data says 14 customers committed $10 billion to its AI storage in nine months https://theinference.org/article/palantir-lobbied-a-uk-minister-to-put-gp-records-on-its-330-million-nhs-data-platform The Inference en 2026-11-10T17:10:08.552Z Palantir lobbied a UK minister to put GP records on its £330 million NHS data platform https://theinference.org/article/reddit-pays-new-advertisers-dollar-for-dollar-in-credits-as-google-s-ai-drains-its-search-funnel The Inference en 2026-11-10T17:09:09.095Z Reddit pays new advertisers dollar for dollar in credits as Google's AI drains its search funnel https://theinference.org/article/roblox-is-moving-its-1-5-billion-of-creator-payouts-onto-rails-it-owns The Inference en 2026-11-10T17:08:08.605Z Roblox is moving its $1.5 billion of creator payouts onto rails it owns https://theinference.org/article/snap-will-stop-reporting-regional-daily-users-in-2027-north-america-fell-6-to-92-million The Inference en 2026-11-10T17:07:09.110Z Snap will stop reporting regional daily users in 2027; North America fell 6% to 92 million https://theinference.org/article/nextera-s-dominion-merger-carries-1-78-billion-of-virginia-bill-credits-the-governor-wants-5-billion The Inference en 2026-11-10T17:06:09.069Z NextEra's Dominion merger carries $1.78 billion of Virginia bill credits; the governor wants $5 billion https://theinference.org/article/ppl-s-blackstone-venture-signs-first-2gw-data-center-power-deal The Inference en 2026-11-10T17:05:08.148Z PPL's Blackstone venture signs first 2GW data-center power deal https://theinference.org/article/acp-licenses-its-guidelines-to-openevidence-for-an-undisclosed-price The Inference en 2026-11-10T17:04:09.086Z ACP licenses its guidelines to OpenEvidence for an undisclosed price https://theinference.org/article/airbnb-paid-7-1-million-to-ceo-brian-chesky-s-private-ai-lab-and-approved-a-12-billion-buyback The Inference en 2026-11-10T17:03:08.827Z Airbnb paid $7.1 million to CEO Brian Chesky's private AI lab and approved a $12 billion buyback https://theinference.org/article/crusoe-ordered-13-proenergy-generator-sets-on-ge-s-own-jet-engine-core-skipping-ge-vernova-s-six-year-queue The Inference en 2026-11-10T16:49:07.423Z Crusoe ordered 13 ProEnergy generator sets on GE's own jet engine core, skipping GE Vernova's six-year queue https://theinference.org/article/fda-orders-naion-vision-loss-warning-on-every-glp-1-label-novo-nordisk-up-2-65-eli-lilly-up-4-28 The Inference en 2026-11-10T16:46:07.232Z FDA orders NAION vision-loss warning on every GLP-1 label; Novo Nordisk up 2.65%, Eli Lilly up 4.28% https://theinference.org/article/nvidia-fell-4-3-erasing-190-billion-warren-s-chip-export-bill-nears-the-defense-bill The Inference en 2026-11-10T16:45:08.621Z Nvidia fell 4.3%, erasing $190 billion; Warren's chip export bill nears the defense bill https://theinference.org/article/flex-s-axiom-spinoff-targets-37-billion-revenue-by-2030-marked-at-37-5-billion-by-general-catalyst-and-koch The Inference en 2026-11-10T16:44:08.528Z Flex's Axiom spinoff targets $37 billion revenue by 2030, marked at $37.5 billion by General Catalyst and Koch https://theinference.org/article/accel-set-to-lead-5-billion-into-thinking-machines-at-a-40-billion-valuation The Inference en 2026-11-10T16:43:07.989Z Accel set to lead $5 billion into Thinking Machines at a $40 billion valuation https://theinference.org/article/mistral-built-its-enterprise-stack-in-eight-days-and-priced-none-of-it The Inference en 2026-11-10T16:42:08.124Z Mistral built its enterprise stack in eight days and priced none of it https://theinference.org/article/veeva-reaffirms-6-billion-2030-target-says-quarter-will-meet-or-exceed-guidance The Inference en 2026-11-10T16:41:10.302Z Veeva reaffirms $6 billion 2030 target, says quarter will meet or exceed guidance https://theinference.org/article/dropbox-upsizes-its-convertible-to-1-1-billion-at-1-25-due-2031 The Inference en 2026-11-10T16:40:09.704Z Dropbox upsizes its convertible to $1.1 billion at 1.25% due 2031 https://theinference.org/article/infineon-ties-its-3-3-5-billion-chip-buildout-to-customer-commitments-and-vertiv-signed-first The Inference en 2026-11-10T16:39:07.642Z Infineon ties its €3-3.5 billion chip buildout to customer commitments, and Vertiv signed first https://theinference.org/article/arista-networks-owes-suppliers-11-4-billion-62-of-2027-revenue-gross-margin-must-hold-63-on-feb-12 The Inference en 2026-11-10T16:16:07.051Z Arista Networks owes suppliers $11.4 billion, 62% of 2027 revenue; gross margin must hold 63% on Feb. 12 https://theinference.org/article/eli-lilly-will-file-its-obesity-pill-foundayo-for-sleep-apnea-after-a-44-cut-in-severity The Inference en 2026-11-10T16:13:05.897Z Eli Lilly will file its obesity pill Foundayo for sleep apnea after a 44% cut in severity https://theinference.org/article/zebra-technologies-has-2-58-billion-of-debt-against-182-million-of-cash-with-1-95-billion-due-may-2027 The Inference en 2026-11-10T16:12:06.026Z Zebra Technologies has $2.58 billion of debt against $182 million of cash, with $1.95 billion due May 2027 https://theinference.org/article/nutanix-s-ai-costs-jumped-350-when-pricing-went-per-token-now-it-sells-the-cap-as-agent-gateway The Inference en 2026-11-10T16:10:06.180Z Nutanix's AI costs jumped 350% when pricing went per-token; now it sells the cap as Agent Gateway https://theinference.org/article/tesla-s-274-square-mile-robotaxi-map-has-41-of-austin-unbookable-at-a-168x-earnings-multiple The Inference en 2026-11-10T16:07:05.968Z Tesla's 274-square-mile robotaxi map has 41% of Austin unbookable, at a 168x earnings multiple https://theinference.org/article/shopify-says-ai-orders-grew-3-3x-with-no-base-given-as-doordash-counts-several-hundred-agent-orders-in-total The Inference en 2026-11-10T16:06:05.422Z Shopify says AI orders grew 3.3x with no base given, as DoorDash counts several hundred agent orders in total https://theinference.org/article/airbnb-s-agents-fill-almost-none-of-its-500-000-daily-bookings-while-opentable-seats-190-000-through-chatgpt The Inference en 2026-11-10T16:05:07.523Z Airbnb's agents fill almost none of its 500,000 daily bookings, while OpenTable seats 190,000 through ChatGPT https://theinference.org/article/procore-ships-an-ai-spend-meter-as-organic-growth-slows-to-15-4-and-insiders-sell-near-the-high The Inference en 2026-11-10T16:04:05.502Z Procore ships an AI spend meter as organic growth slows to 15.4% and insiders sell near the high https://theinference.org/article/smic-s-record-quarter-hides-a-17-profit-drop-from-q2 The Inference en 2026-11-10T16:03:05.779Z SMIC's record quarter hides a 17% profit drop from Q2 https://theinference.org/article/xai-s-grok-4-8-entered-training-57-days-late-with-no-price-card-anthropic-pays-spacex-1-25-billion-a-month The Inference en 2026-11-10T15:57:04.726Z xAI's Grok 4.8 entered training 57 days late with no price card; Anthropic pays SpaceX $1.25 billion a month https://theinference.org/article/missouri-hearings-nov-18-on-ameren-s-2-100-mw-west-alton-plant-which-has-no-price-tag The Inference en 2026-11-10T15:49:06.934Z Missouri hearings Nov. 18 on Ameren's 2,100 MW West Alton plant, which has no price tag https://theinference.org/article/amd-s-8-2-billion-world-labs-buy-rests-on-a-19-model-win-world-labs-ceo-claims-with-no-paper The Inference en 2026-11-10T15:48:04.771Z AMD's $8.2 billion World Labs buy rests on a 19-model win World Labs' CEO claims, with no paper https://theinference.org/article/meta-s-muse-ember-costs-0-14-a-task-a-third-of-claude-haiku-as-anthropic-prices-its-ipo The Inference en 2026-11-10T15:47:05.392Z Meta's Muse Ember costs $0.14 a task, a third of Claude Haiku, as Anthropic prices its IPO https://theinference.org/article/australia-unveils-ai-safety-regulator-with-penalty-powers-after-openai-s-medicare-breach The Inference en 2026-11-10T15:46:05.125Z Australia unveils AI safety regulator with penalty powers after OpenAI's Medicare breach https://theinference.org/article/murata-commits-about-6-7-billion-to-capacitor-capacity-while-warning-some-orders-may-have-been-pulled-forward The Inference en 2026-11-10T15:29:04.497Z Murata commits about $6.7 billion to capacitor capacity while warning some orders may have been pulled forward https://theinference.org/article/sea-s-earnings-miss-was-credit-and-marketing-spending-not-ai-costs The Inference en 2026-11-10T15:18:04.625Z Sea's earnings miss was credit and marketing spending, not AI costs https://theinference.org/article/atlassian-guides-the-year-to-13-75-after-a-24-quarter-as-farquhar-sells-and-cannon-brookes-buys-250-million The Inference en 2026-11-10T15:17:04.770Z Atlassian guides the year to 13.75% after a 24% quarter as Farquhar sells and Cannon-Brookes buys $250 million https://theinference.org/article/onto-innovation-s-record-quarter-hides-a-40-8-million-tokyo-mark The Inference en 2026-11-10T15:16:06.816Z Onto Innovation's record quarter hides a $40.8 million Tokyo mark https://theinference.org/article/morgan-stanley-values-pdd-s-66-billion-cash-pile-at-30-cents-on-the-dollar The Inference en 2026-11-10T15:10:04.528Z Morgan Stanley values PDD's $66 billion cash pile at 30 cents on the dollar https://theinference.org/article/sequans-sold-its-last-bitcoin-for-24-6-million-its-37-5-million-cap-sits-under-nyse-s-50-million-floor The Inference en 2026-11-10T15:09:04.623Z Sequans sold its last bitcoin for $24.6 million; its $37.5 million cap sits under NYSE's $50 million floor https://theinference.org/article/intest-booked-a-record-49-4-million-of-orders-and-registered-up-to-100-million-of-stock The Inference en 2026-11-10T15:08:04.577Z inTEST booked a record $49.4 million of orders and registered up to $100 million of stock https://theinference.org/article/kratos-prices-a-bare-valkyrie-at-6-million-to-8-million-under-half-the-air-force-s-20-million-benchmark The Inference en 2026-11-10T15:07:04.647Z Kratos prices a bare Valkyrie at $6 million to $8 million, under half the Air Force's $20 million benchmark https://theinference.org/article/aerovironment-wins-315-million-initial-award-under-940-million-u-s-contract The Inference en 2026-11-10T15:06:04.708Z AeroVironment wins $315 million initial award under $940 million U.S. contract https://theinference.org/article/harvey-told-of-a-second-more-serious-fireworks-hack-has-yet-to-say-whether-law-firm-data-was-exposed The Inference en 2026-11-10T15:05:05.217Z Harvey, told of a second, more serious Fireworks hack, has yet to say whether law firm data was exposed https://theinference.org/article/monolithic-power-rose-nearly-17-the-day-a-jury-let-reed-semiconductor-compete-for-its-ai-sockets The Inference en 2026-11-10T15:04:04.516Z Monolithic Power rose nearly 17% the day a jury let Reed Semiconductor compete for its AI sockets https://theinference.org/article/a-uk-filing-shows-richard-griffiths-at-5-56-of-iqe-a-quarter-in-derivatives-as-macom-plans-rival-lasers The Inference en 2026-11-10T15:03:04.892Z A UK filing shows Richard Griffiths at 5.56% of IQE, a quarter in derivatives, as MACOM plans rival lasers https://theinference.org/article/traders-price-marvell-s-115-billion-lumentum-buyout-at-50-50-with-the-stock-offer-down-a-third-in-a-week The Inference en 2026-11-10T14:58:04.241Z Traders price Marvell's $115 billion Lumentum buyout at 50-50, with the stock offer down a third in a week https://theinference.org/article/tsmc-s-board-approved-up-to-1-billion-of-anthropic-and-openai-stakes-alongside-40-93-billion-of-capacity The Inference en 2026-11-10T14:47:04.576Z TSMC's board approved up to $1 billion of Anthropic and OpenAI stakes alongside $40.93 billion of capacity https://theinference.org/article/aep-s-100-billion-plan-serves-84-gw-of-signed-load-with-no-equity-number-for-the-other-78-billion The Inference en 2026-11-10T14:46:04.655Z AEP's $100 billion plan serves 84 GW of signed load, with no equity number for the other $78 billion https://theinference.org/article/dst-global-sold-41-million-of-chime-not-80-of-its-stake-seven-funds-still-hold-1-1-billion The Inference en 2026-11-10T14:20:04.665Z DST Global sold $41 million of Chime, not 80% of its stake; seven funds still hold $1.1 billion https://theinference.org/article/nrg-energy-targets-a-year-end-signature-on-a-3-2-billion-texas-data-center-plant-the-customer-is-unnamed The Inference en 2026-11-10T14:19:04.449Z NRG Energy targets a year-end signature on a $3.2 billion Texas data-center plant; the customer is unnamed https://theinference.org/article/chipmos-filed-nt-805-5-million-in-advantest-equipment-orders-that-ran-through-a-two-day-25-drop The Inference en 2026-11-10T14:18:04.894Z ChipMOS filed NT$805.5 million in Advantest equipment orders that ran through a two-day, 25% drop https://theinference.org/article/ambiq-micro-doubled-sales-to-38-1-million-beat-a-supply-capped-guide-and-guided-margins-flat The Inference en 2026-11-10T14:17:05.288Z Ambiq Micro doubled sales to $38.1 million, beat a supply-capped guide, and guided margins flat https://theinference.org/article/fair-isaac-froze-its-10-mortgage-score-with-no-2027-guide-as-rocket-mortgage-picked-vantagescore-at-99-cents The Inference en 2026-11-10T14:15:04.228Z Fair Isaac froze its $10 mortgage score with no 2027 guide as Rocket Mortgage picked VantageScore at 99 cents https://theinference.org/article/jane-street-s-axt-stake-grew-to-6-5-while-the-stock-fell-a-third-and-axt-s-china-fab-investors-can-redeem The Inference en 2026-11-10T14:14:04.411Z Jane Street's AXT stake grew to 6.5% while the stock fell a third, and AXT's China fab investors can redeem https://theinference.org/article/atlassian-founders-split-farquhar-files-to-sell-526-million-cannon-brookes-to-buy-up-to-250-million The Inference en 2026-11-10T14:08:05.732Z Atlassian founders split: Farquhar files to sell $526 million, Cannon-Brookes to buy up to $250 million https://theinference.org/article/softbank-writes-off-3-7-billion-of-power-deposits-for-openai-s-ohio-campus-in-a-7-1-billion-loss The Inference en 2026-11-10T14:07:04.294Z SoftBank writes off $3.7 billion of power deposits for OpenAI's Ohio campus in a $7.1 billion loss https://theinference.org/article/the-trade-desk-beats-with-736-million-but-guides-the-holiday-quarter-11-below-last-year-s-846-8-million The Inference en 2026-11-10T03:57:01.023Z The Trade Desk beats with $736 million but guides the holiday quarter 11% below last year's $846.8 million https://theinference.org/article/amd-jumps-about-13-on-google-s-secure-tpu-deal-a-contract-neither-company-priced The Inference en 2026-11-09T23:09:31.541Z AMD jumps about 13% on Google's secure TPU deal, a contract neither company priced https://theinference.org/article/anthropic-cuts-fable-5-2-prices-20-on-ipo-roadshow-eve-and-google-and-broadcom-shareholders-carry-the-bill The Inference en 2026-11-09T23:08:32.321Z Anthropic cuts Fable 5.2 prices 20% on IPO roadshow eve, and Google and Broadcom shareholders carry the bill https://theinference.org/article/instacart-says-its-17-billion-doordash-merger-cannot-close-before-late-2027-amazon-moved-prime-to-uber-eats The Inference en 2026-11-09T20:49:32.140Z Instacart says its $17 billion DoorDash merger cannot close before late 2027; Amazon moved Prime to Uber Eats https://theinference.org/article/coursera-adopts-a-poison-pill-as-pale-fire-capital-hits-14-7-about-833-000-shares-from-the-15-trigger The Inference en 2026-11-09T17:55:29.834Z Coursera adopts a poison pill as Pale Fire Capital hits 14.7%, about 833,000 shares from the 15% trigger https://theinference.org/article/akamai-launches-2-2-billion-convertible-sale-for-its-anthropic-cloud-build The Inference en 2026-11-09T17:54:29.998Z Akamai launches $2.2 billion convertible sale for its Anthropic cloud build https://theinference.org/article/novo-nordisk-s-ziltivekimab-cut-inflammation-76-but-not-heart-outcomes-novartis-s-pelacarsen-failed-too The Inference en 2026-11-09T17:51:29.717Z Novo Nordisk's ziltivekimab cut inflammation 76% but not heart outcomes; Novartis's pelacarsen failed too https://theinference.org/article/monday-com-guides-q4-growth-down-to-about-14-after-a-record-24-operating-margin The Inference en 2026-11-09T17:50:29.958Z monday.com guides Q4 growth down to about 14% after a record 24% operating margin https://theinference.org/article/constellation-energy-raises-2026-guidance-again-after-a-5-06-beat-its-2028-case-rests-on-unsigned-deals The Inference en 2026-11-09T16:17:29.307Z Constellation Energy raises 2026 guidance again after a $5.06 beat; its 2028 case rests on unsigned deals https://theinference.org/article/terawulf-s-63-million-ai-lease-line-contains-46-million-of-rent The Inference en 2026-11-09T16:00:29.171Z TeraWulf's $63 million AI lease line contains $46 million of rent https://theinference.org/article/wec-energy-signs-15-banks-to-sell-up-to-4-billion-of-stock-for-its-47-5-billion-ai-data-center-build The Inference en 2026-11-09T15:43:29.037Z WEC Energy signs 15 banks to sell up to $4 billion of stock for its $47.5 billion AI data-center build https://theinference.org/article/williams-companies-sold-49-of-its-data-center-power-fleet-for-5-34-billion-5-9-billion-is-committed The Inference en 2026-11-09T15:41:28.674Z Williams Companies sold 49% of its data-center power fleet for $5.34 billion; $5.9 billion is committed https://theinference.org/article/afterquery-s-agent-training-data-lifted-openai-s-small-model-from-3-1-to-17-on-terminal-bench The Inference en 2026-11-09T15:38:28.729Z AfterQuery's agent training data lifted OpenAI's small model from 3.1% to 17% on Terminal-Bench https://theinference.org/article/shutterstock-s-data-licensing-revenue-falls-76-percent-to-15-8-million The Inference en 2026-11-09T15:37:30.126Z Shutterstock's data licensing revenue falls 76 percent to $15.8 million https://theinference.org/article/iron-mountain-s-raised-2026-forecast-still-sits-below-wall-street-s-8-04-billion The Inference en 2026-11-09T15:19:28.815Z Iron Mountain's raised 2026 forecast still sits below Wall Street's $8.04 billion https://theinference.org/article/prologis-250-megawatt-amazon-campus-in-trenton-meets-a-new-25-megawatt-voter-cap The Inference en 2026-11-09T15:18:28.708Z Prologis' 250-megawatt Amazon campus in Trenton meets a new 25-megawatt voter cap https://theinference.org/article/one-unnamed-customer-is-56-8-of-alpha-omega-semiconductor-s-revenue-and-70-3-of-its-receivables The Inference en 2026-11-09T15:09:28.695Z One unnamed customer is 56.8% of Alpha & Omega Semiconductor's revenue and 70.3% of its receivables https://theinference.org/article/meta-s-first-oklo-payment-reached-centrus-on-november-2-but-the-fuel-ships-no-earlier-than-2029 The Inference en 2026-11-09T14:51:28.942Z Meta's first Oklo payment reached Centrus on November 2, but the fuel ships no earlier than 2029 https://theinference.org/article/nearly-half-of-ionq-s-record-173-8-million-quarter-came-from-the-skywater-foundry-it-bought-in-july The Inference en 2026-11-09T14:50:29.475Z Nearly half of IonQ's record $173.8 million quarter came from the SkyWater foundry it bought in July https://theinference.org/article/kratos-booked-1-04-billion-of-orders-2-2-times-revenue-while-burning-29-4-million-of-cash The Inference en 2026-11-09T14:49:28.736Z Kratos booked $1.04 billion of orders, 2.2 times revenue, while burning $29.4 million of cash https://theinference.org/article/centrus-energy-s-61-day-lock-up-ends-today-and-insiders-can-sell-into-a-10-2-rally The Inference en 2026-11-09T14:48:28.970Z Centrus Energy's 61-day lock-up ends today, and insiders can sell into a 10.2% rally https://theinference.org/article/centerpoint-s-grid-plan-hits-70-7-billion-its-5-billion-houston-savings-promise-has-no-published-math The Inference en 2026-11-09T14:08:28.626Z CenterPoint's grid plan hits $70.7 billion; its $5 billion Houston savings promise has no published math https://theinference.org/article/norad-confirms-an-aerovironment-laser-now-guards-mar-a-lago-as-the-stock-sits-near-a-52-week-low The Inference en 2026-11-09T14:07:28.692Z NORAD confirms an AeroVironment laser now guards Mar-a-Lago as the stock sits near a 52-week low https://theinference.org/article/tesla-is-trading-on-a-420-spacex-bid-that-no-one-has-offered The Inference en 2026-11-09T02:55:33.657Z Tesla Is Trading on a $420 SpaceX Bid That No One Has Offered