https://theinference.org/article/nanya-technology-hit-limit-down-at-nt-324-after-record-revenue-grew-just-3-07-in-a-month The Inference en 2026-11-06T14:19:29.546Z Nanya Technology hit limit-down at NT$324 after record revenue grew just 3.07% in a month https://theinference.org/article/openai-says-it-will-end-cursor-s-model-deal-on-november-12-anthropic-offers-to-replace-it The Inference en 2026-11-06T14:18:29.015Z OpenAI says it will end Cursor's model deal on November 12; Anthropic offers to replace it https://theinference.org/article/nvidia-s-jensen-huang-is-asked-to-brief-house-committees-on-november-18-the-day-after-earnings The Inference en 2026-11-06T14:17:38.197Z Nvidia's Jensen Huang is asked to brief House committees on November 18, the day after earnings https://theinference.org/article/globalfoundries-booked-a-441-million-charge-for-us-government-shares-and-washington-can-sell-them The Inference en 2026-11-06T14:16:29.011Z GlobalFoundries booked a $441 million charge for US government shares, and Washington can sell them https://theinference.org/article/600-000-nvidia-h200s-wait-in-hong-kong-while-cambricon-misses-its-quarter The Inference en 2026-11-06T14:15:29.132Z 600,000 Nvidia H200s wait in Hong Kong while Cambricon misses its quarter https://theinference.org/article/asml-fell-6-67-on-chip-spending-fears-its-38-8-billion-backlog-is-booked-and-china-truce-ends-january-10 The Inference en 2026-11-06T14:14:29.009Z ASML fell 6.67% on chip-spending fears; its €38.8 billion backlog is booked and China truce ends January 10 https://theinference.org/article/canon-will-raise-camera-prices-in-2027-after-memory-costs-cut-its-operating-margin-by-5-points The Inference en 2026-11-06T14:13:29.225Z Canon will raise camera prices in 2027 after memory costs cut its operating margin by 5 points https://theinference.org/article/dell-ships-groq-s-inference-chips-under-nvidia-s-badge-a-delaware-suit-calls-the-17-billion-license-a-sale The Inference en 2026-11-06T14:12:28.867Z Dell ships Groq's inference chips under Nvidia's badge; a Delaware suit calls the $17 billion license a sale https://theinference.org/article/metr-says-anthropic-s-models-now-improve-1-9-times-as-fast-and-anthropic-redacted-the-evidence The Inference en 2026-11-06T14:11:29.562Z METR says Anthropic's models now improve 1.9 times as fast, and Anthropic redacted the evidence https://theinference.org/article/airbnb-lost-the-la-mayor-it-backed-with-4-1-million-then-19-revenue-growth-and-a-12-billion-buyback The Inference en 2026-11-06T14:10:30.169Z Airbnb lost the LA mayor it backed with $4.1 million; then 19% revenue growth and a $12 billion buyback https://theinference.org/article/seoul-suspends-its-140-margin-rule-for-three-months-as-sk-hynix-falls-11-7-despite-a-record-quarter The Inference en 2026-11-06T14:09:29.430Z Seoul suspends its 140% margin rule for three months as SK hynix falls 11.7% despite a record quarter https://theinference.org/article/cloudflare-grew-39-after-cutting-20-of-staff-datadog-fell-7-5-on-an-outlook-hinging-on-one-ai-customer The Inference en 2026-11-06T04:49:26.383Z Cloudflare grew 39% after cutting 20% of staff; Datadog fell 7.5% on an outlook hinging on one AI customer https://theinference.org/article/microsoft-supplier-iren-tripled-ai-cloud-revenue-to-200-million-its-4-billion-target-slips-to-january The Inference en 2026-11-06T02:03:48.907Z Microsoft supplier IREN tripled AI cloud revenue to $200 million; its $4 billion target slips to January https://theinference.org/article/snap-suits-allege-sex-trafficking-by-design-meta-agreed-to-pay-states-up-to-17-1-billion-over-teen-harms The Inference en 2026-11-06T00:19:15.621Z Snap suits allege sex trafficking by design; Meta agreed to pay states up to $17.1 billion over teen harms https://theinference.org/article/axon-put-1-2-billion-into-skydio-for-a-37-stake-and-cut-130-million-of-2026-federal-counter-drone-revenue The Inference en 2026-11-06T00:14:16.070Z Axon put $1.2 billion into Skydio for a 37% stake and cut $130 million of 2026 federal counter-drone revenue https://theinference.org/article/openai-s-1-279-kernel-exploit-model-ships-and-palo-alto-networks-resells-it-by-subscription The Inference en 2026-11-05T22:14:29.284Z OpenAI's $1,279 kernel exploit model ships, and Palo Alto Networks resells it by subscription https://theinference.org/article/michael-burry-won-t-buy-anthropic-funds-at-fidelity-capital-group-and-blackrock-hold-over-15-billion The Inference en 2026-11-05T22:13:28.752Z Michael Burry won't buy Anthropic; funds at Fidelity, Capital Group and BlackRock hold over $15 billion https://theinference.org/article/verisk-s-buyback-built-eps-beat-meets-a-court-order-to-close-the-2-35-billion-acculynx-deal The Inference en 2026-11-05T22:06:28.893Z Verisk's buyback-built EPS beat meets a court order to close the $2.35 billion AccuLynx deal https://theinference.org/article/nebius-has-5-gw-of-power-signed-and-about-200-mw-billing-the-ladder-that-sets-its-arr-guide The Inference en 2026-11-05T21:08:38.755Z Nebius has 5 GW of power signed and about 200 MW billing: the ladder that sets its ARR guide https://theinference.org/article/pixelworks-sold-the-unit-that-carried-its-revenue-to-verisilicon-it-trades-40-below-cash-before-november-11 The Inference en 2026-11-05T20:07:29.578Z Pixelworks sold the unit that carried its revenue to VeriSilicon; it trades 40% below cash before November 11 https://theinference.org/article/appian-s-fastest-growing-line-was-legacy-licenses-up-about-56-with-cash-flow-at-negative-15-4-million The Inference en 2026-11-05T20:06:29.486Z Appian's fastest-growing line was legacy licenses, up about 56%, with cash flow at negative $15.4 million https://theinference.org/article/nvidia-now-automates-the-agent-fixing-loop-langchain-sells-and-dxc-s-bookings-are-where-it-shows The Inference en 2026-11-05T20:05:29.240Z Nvidia now automates the agent-fixing loop LangChain sells, and DXC's bookings are where it shows https://theinference.org/article/microsoft-tightens-oversight-of-iren-nebius-and-nscale-lenders-hold-the-bill-on-their-unfinished-halls The Inference en 2026-11-05T19:18:48.684Z Microsoft tightens oversight of IREN, Nebius and Nscale; lenders hold the bill on their unfinished halls https://theinference.org/article/amazon-gave-prime-s-restaurant-seat-to-uber-eats-doordash-fell-14-and-put-dashpass-in-lyft-s-9-99-plan The Inference en 2026-11-05T19:17:48.278Z Amazon gave Prime's restaurant seat to Uber Eats; DoorDash fell 14% and put DashPass in Lyft's $9.99 plan https://theinference.org/article/a-13-drop-left-mercadolibre-above-the-1-433-michael-burry-says-it-is-worth The Inference en 2026-11-05T19:16:48.775Z A 13% drop left MercadoLibre above the $1,433 Michael Burry says it is worth https://theinference.org/article/an-a16z-partner-calls-tech-buyouts-cooked-more-than-15-billion-moved-into-ai-buyout-funds-anyway The Inference en 2026-11-05T19:10:48.273Z An a16z partner calls tech buyouts cooked; more than $15 billion moved into AI buyout funds anyway https://theinference.org/article/crusoe-says-it-cut-switchgear-lead-time-40-and-borrowed-700-million-against-turbines The Inference en 2026-11-05T19:09:48.361Z Crusoe says it cut switchgear lead time 40% and borrowed $700 million against turbines https://theinference.org/article/constellation-fell-8-on-the-election-but-a-5-billion-doe-loan-and-hyperscaler-contracts-back-its-megawatts The Inference en 2026-11-05T19:08:48.915Z Constellation fell 8% on the election, but a $5 billion DOE loan and hyperscaler contracts back its megawatts https://theinference.org/article/ai-agents-wrote-working-exploits-in-under-4-hours-and-compromised-395-organizations-in-48-countries The Inference en 2026-11-05T18:21:46.560Z AI agents wrote working exploits in under 4 hours and compromised 395 organizations in 48 countries https://theinference.org/article/voters-restricted-data-centers-in-37-of-38-ballot-measures-ai-buildouts-now-need-consent The Inference en 2026-11-05T18:17:46.581Z Voters restricted data centers in 37 of 38 ballot measures; AI buildouts now need consent https://theinference.org/article/kkr-books-8-billion-of-asset-exits-before-its-november-9-earnings-led-by-2-9-billion-railcar-sale-to-ares The Inference en 2026-11-05T18:16:46.677Z KKR books $8 billion of asset exits before its November 9 earnings, led by $2.9 billion railcar sale to Ares https://theinference.org/article/cummins-posts-record-1-8-billion-ebitda-on-ai-power-demand-then-cuts-guidance-on-pickup-trucks The Inference en 2026-11-05T18:15:46.370Z Cummins posts record $1.8 billion EBITDA on AI power demand, then cuts guidance on pickup trucks https://theinference.org/article/toast-s-free-terminal-now-costs-it-85-million-a-quarter-and-the-ftc-wants-the-fee-that-pays-for-it The Inference en 2026-11-05T18:14:47.013Z Toast's free terminal now costs it $85 million a quarter, and the FTC wants the fee that pays for it https://theinference.org/article/gitlab-charges-rival-ai-agents-0-03-a-query-for-context-they-cannot-get-elsewhere The Inference en 2026-11-05T18:13:47.146Z GitLab charges rival AI agents $0.03 a query for context they cannot get elsewhere https://theinference.org/article/tower-s-customers-are-booking-2029-while-its-ceo-sells-60-million-into-the-rally The Inference en 2026-11-05T18:12:07.189Z Tower's customers are booking 2029 while its CEO sells $60 million into the rally https://theinference.org/article/epam-grows-2-3-but-pledges-1-8-billion-the-ai-pivot-runs-on-buybacks-and-cost-cuts The Inference en 2026-11-05T18:10:46.983Z EPAM grows 2.3% but pledges $1.8 billion: the AI pivot runs on buybacks and cost cuts https://theinference.org/article/trane-to-buy-coil-maker-cancoil-as-a-12-5-billion-backlog-outruns-its-chiller-production The Inference en 2026-11-05T17:12:46.036Z Trane to buy coil maker Cancoil as a $12.5 billion backlog outruns its chiller production https://theinference.org/article/s-p-upgraded-kla-cut-salesforce-and-put-meta-on-negative-outlook-as-ai-debt-splits-credit The Inference en 2026-11-05T17:11:46.249Z S&P upgraded KLA, cut Salesforce and put Meta on negative outlook as AI debt splits credit https://theinference.org/article/silvaco-s-record-tcad-bookings-rest-on-a-micron-note-that-converts-at-a-discount The Inference en 2026-11-05T17:10:45.450Z Silvaco's record TCAD bookings rest on a Micron note that converts at a discount https://theinference.org/article/a-white-house-report-named-oklo-among-america-s-largest-energy-investments-founders-sold-2-million-of-stock The Inference en 2026-11-05T17:09:51.196Z A White House report named Oklo among America's largest energy investments; founders sold $2 million of stock https://theinference.org/article/servicenow-lost-a-third-of-its-value-on-one-backlog-line-and-january-settles-the-argument The Inference en 2026-11-05T17:08:46.213Z ServiceNow lost a third of its value on one backlog line, and January settles the argument https://theinference.org/article/backblaze-s-b2-grew-47-but-coreweave-s-deal-is-paid-in-21-94-converts-triple-the-7-40-share-price The Inference en 2026-11-05T17:07:45.867Z Backblaze's B2 grew 47%, but CoreWeave's deal is paid in $21.94 converts, triple the $7.40 share price https://theinference.org/article/digitalocean-raises-its-2027-growth-target-to-60-and-files-to-sell-1-billion-of-new-shares-the-same-day The Inference en 2026-11-05T17:06:45.952Z DigitalOcean raises its 2027 growth target to 60% and files to sell $1 billion of new shares the same day https://theinference.org/article/snowflake-will-embed-salaried-ai-engineers-in-customer-teams-testing-its-74-gross-margin-guide The Inference en 2026-11-05T17:05:46.357Z Snowflake will embed salaried AI engineers in customer teams, testing its 74% gross margin guide https://theinference.org/article/ichor-earned-63-cents-a-share-burned-28-8-million-of-operating-cash-and-sold-195-million-of-stock The Inference en 2026-11-05T17:04:46.147Z Ichor earned 63 cents a share, burned $28.8 million of operating cash, and sold $195 million of stock https://theinference.org/article/axt-s-record-quarter-is-being-repriced-in-beijing-and-the-clock-runs-out-december-20 The Inference en 2026-11-05T17:02:45.858Z AXT's record quarter is being repriced in Beijing, and the clock runs out December 20 https://theinference.org/article/grid-dynamics-jumped-38-7-to-about-143-times-earnings-while-its-ceo-and-coo-sold-shares The Inference en 2026-11-05T16:45:44.619Z Grid Dynamics jumped 38.7% to about 143 times earnings while its CEO and COO sold shares https://theinference.org/article/quanta-services-fell-11-65-on-the-election-and-22-billion-of-its-record-backlog-is-only-an-estimate The Inference en 2026-11-05T16:40:45.390Z Quanta Services fell 11.65% on the election, and $22 billion of its record backlog is only an estimate https://theinference.org/article/after-a-15-crash-comfort-systems-board-found-its-1-71-billion-buyback-empty-and-added-a-million-shares The Inference en 2026-11-05T16:37:48.207Z After a 15% crash, Comfort Systems' board found its $1.71 billion buyback empty and added a million shares https://theinference.org/article/root-posts-14-million-profit-on-shrinking-premium-lemonade-loses-43-7-million-on-73-revenue-growth The Inference en 2026-11-05T16:36:44.912Z Root posts $14 million profit on shrinking premium; Lemonade loses $43.7 million on 73% revenue growth https://theinference.org/article/novo-nordisk-s-27-profit-jump-is-the-adjusted-number-the-reported-number-fell-9 The Inference en 2026-11-05T16:34:44.895Z Novo Nordisk's 27% profit jump is the adjusted number; the reported number fell 9% https://theinference.org/article/ppl-routes-a-408-million-line-to-an-unnamed-data-center-while-pennsylvania-fights-over-the-bill The Inference en 2026-11-05T16:32:44.477Z PPL routes a $408 million line to an unnamed data center while Pennsylvania fights over the bill https://theinference.org/article/red-cat-announced-four-deals-in-a-month-without-an-order-it-needs-57-million-a-quarter-to-hit-guidance The Inference en 2026-11-05T16:31:44.973Z Red Cat announced four deals in a month without an order; it needs $57 million a quarter to hit guidance https://theinference.org/article/suno-tells-a-court-that-imitating-a-musician-needs-no-consent-testing-spotify-s-reported-4-to-5-ai-tier The Inference en 2026-11-05T16:30:45.076Z Suno tells a court that imitating a musician needs no consent, testing Spotify's reported $4 to $5 AI tier https://theinference.org/article/sony-s-profit-rose-44-to-2-84-billion-as-ps5-shipments-fell-35-and-ai-takes-the-memory The Inference en 2026-11-05T16:29:44.819Z Sony's profit rose 44% to $2.84 billion as PS5 shipments fell 35% and AI takes the memory https://theinference.org/article/flock-will-not-pay-to-remove-the-128-cameras-henrico-pulled-out-itself The Inference en 2026-11-05T16:28:44.611Z Flock will not pay to remove the 128 cameras Henrico pulled out itself https://theinference.org/article/sk-hynix-s-45-billion-new-york-nand-bet-waits-on-us-export-licenses-for-its-dalian-fab The Inference en 2026-11-05T16:27:44.580Z SK hynix's $45 billion New York NAND bet waits on US export licenses for its Dalian fab https://theinference.org/article/robinhood-s-173-million-event-contract-line-bigger-than-equities-is-being-shut-off-state-by-state The Inference en 2026-11-05T16:26:44.747Z Robinhood's $173 million event-contract line, bigger than equities, is being shut off state by state https://theinference.org/article/bloom-energy-s-900-mw-ntt-order-follows-an-8-drop-with-2-6-billion-due-suppliers-in-2027 The Inference en 2026-11-05T16:25:44.588Z Bloom Energy's 900 MW NTT order follows an 8% drop, with $2.6 billion due suppliers in 2027 https://theinference.org/article/xcel-energy-raised-8-billion-in-six-days-for-a-70-billion-grid-plan-no-data-center-has-signed The Inference en 2026-11-05T16:24:46.036Z Xcel Energy raised $8 billion in six days for a $70 billion grid plan; no data center has signed https://theinference.org/article/five-hospitals-say-lilly-cut-off-tens-of-millions-in-340b-discounts-until-they-hand-over-patient-data The Inference en 2026-11-05T16:23:44.346Z Five hospitals say Lilly cut off tens of millions in 340B discounts until they hand over patient data https://theinference.org/article/baidu-s-open-weights-carry-a-50-million-tripwire-and-its-investors-are-waiting-for-it-to-fire The Inference en 2026-11-05T16:22:44.940Z Baidu's open weights carry a $50 million tripwire, and its investors are waiting for it to fire https://theinference.org/article/sequoia-handed-partners-5-76-million-doordash-shares-about-1-billion-dropping-below-5-disclosure The Inference en 2026-11-05T16:21:45.565Z Sequoia handed partners 5.76 million DoorDash shares, about $1 billion, dropping below 5% disclosure https://theinference.org/article/monolithic-power-systems-revenue-hit-1-2-billion-then-its-10-q-marked-disclosure-controls-ineffective The Inference en 2026-11-05T16:20:44.771Z Monolithic Power Systems revenue hit $1.2 billion, then its 10-Q marked disclosure controls ineffective https://theinference.org/article/spacex-is-retiring-falcon-9-which-flew-85-of-u-s-launches-in-2025-with-space-force-flights-booked-to-2032 The Inference en 2026-11-05T15:42:44.162Z SpaceX is retiring Falcon 9, which flew 85% of U.S. launches in 2025, with Space Force flights booked to 2032 https://theinference.org/article/pg-e-s-5-1-billion-wildfire-cap-the-bill-must-reach-newsom-by-november-15-ratepayers-pay-the-rest The Inference en 2026-11-05T15:25:43.739Z PG&E's $5.1 billion wildfire cap: the bill must reach Newsom by November 15, ratepayers pay the rest https://theinference.org/article/coherent-s-20-billion-handshake-an-unnamed-customer-funds-a-third-of-the-build The Inference en 2026-11-05T15:19:43.643Z Coherent's $20 billion handshake: an unnamed customer funds a third of the build https://theinference.org/article/foxconn-s-october-revenue-jumped-46-with-capacity-booked-18-months-out-texas-permits-are-the-new-risk The Inference en 2026-11-05T15:18:43.663Z Foxconn's October revenue jumped 46% with capacity booked 18 months out; Texas permits are the new risk https://theinference.org/article/fabrinet-grew-51-and-burned-137-million-building-for-demand-that-arrives-in-2028 The Inference en 2026-11-05T15:17:43.843Z Fabrinet grew 51% and burned $137 million building for demand that arrives in 2028 https://theinference.org/article/exelon-asks-ferc-to-break-pjm-s-capacity-auction-which-cleared-at-the-325-cap-and-committed-16-4-billion The Inference en 2026-11-05T15:16:44.620Z Exelon asks FERC to break PJM's capacity auction, which cleared at the $325 cap and committed $16.4 billion https://theinference.org/article/cloudflare-reports-tonight-after-cutting-20-of-staff-the-test-is-764-million-of-revenue-to-hold-36-growth The Inference en 2026-11-05T15:15:44.051Z Cloudflare reports tonight after cutting 20% of staff; the test is $764 million of revenue to hold 36% growth https://theinference.org/article/unity-s-first-gaap-profit-since-its-ipo-rests-on-a-balance-sheet-no-one-outside-can-audit The Inference en 2026-11-05T15:14:43.967Z Unity's first GAAP profit since its IPO rests on a balance sheet no one outside can audit https://theinference.org/article/workday-built-the-layer-that-bills-ai-agents-not-human-seats-november-24-prices-it The Inference en 2026-11-05T15:13:43.592Z Workday built the layer that bills AI agents, not human seats; November 24 prices it https://theinference.org/article/vishay-hit-record-978-9-million-revenue-but-its-own-10-q-says-q4-free-cash-flow-turns-negative The Inference en 2026-11-05T15:12:43.976Z Vishay hit record $978.9 million revenue, but its own 10-Q says Q4 free cash flow turns negative https://theinference.org/article/shopify-grew-merchant-lending-71-while-cutting-its-loan-loss-provision-34-and-margins-lean-on-it The Inference en 2026-11-05T15:11:44.413Z Shopify grew merchant lending 71% while cutting its loan-loss provision 34%, and margins lean on it https://theinference.org/article/salesforce-priced-coworker-at-50-a-seat-as-usage-rose-21x-undercutting-its-own-metered-pricing The Inference en 2026-11-05T15:10:43.820Z Salesforce priced Coworker at $50 a seat as usage rose 21x, undercutting its own metered pricing https://theinference.org/article/kokusai-electric-hit-its-daily-limit-down-15-6-and-56-below-its-july-peak-after-the-midterms The Inference en 2026-11-05T15:09:44.407Z Kokusai Electric hit its daily limit, down 15.6% and 56% below its July peak, after the midterms https://theinference.org/article/retatrutide-cut-knee-pain-up-to-75-8-in-phase-3-and-the-fine-print-matters The Inference en 2026-11-05T15:08:44.283Z Retatrutide cut knee pain up to 75.8% in Phase 3, and the fine print matters https://theinference.org/article/intel-is-buying-its-way-past-the-substrate-shortage-and-the-pc-roadmap-pays-the-bill The Inference en 2026-11-05T15:07:43.781Z Intel is buying its way past the substrate shortage, and the PC roadmap pays the bill https://theinference.org/article/axcelis-veeco-merger-slips-to-q1-2027-with-a-veeco-tool-stuck-at-us-customs The Inference en 2026-11-05T15:06:53.209Z Axcelis-Veeco merger slips to Q1 2027 with a Veeco tool stuck at US customs https://theinference.org/article/motorola-beat-estimates-then-marked-up-what-it-owes-its-drone-sellers-to-214-million The Inference en 2026-11-05T15:05:43.704Z Motorola beat estimates, then marked up what it owes its drone sellers to $214 million https://theinference.org/article/who-pays-for-the-ai-grid-arkansas-wants-money-back-louisiana-families-want-their-land The Inference en 2026-11-05T15:04:43.807Z Who pays for the AI grid: Arkansas wants money back, Louisiana families want their land https://theinference.org/article/reducto-made-its-document-editor-free-in-chatgpt-as-unstructured-pays-rivals-customers-to-switch The Inference en 2026-11-05T14:50:42.802Z Reducto made its document editor free in ChatGPT as Unstructured pays rivals' customers to switch https://theinference.org/article/lovable-hit-600-million-in-revenue-while-its-apps-kept-leaking-passports The Inference en 2026-11-05T14:43:49.769Z Lovable hit $600 million in revenue while its apps kept leaking passports https://theinference.org/article/axon-sued-over-california-plate-readers-two-days-before-its-q3-report-the-complaint-alleges-1-000-cameras The Inference en 2026-11-05T14:31:42.134Z Axon sued over California plate readers two days before its Q3 report; the complaint alleges 1,000 cameras https://theinference.org/article/micron-s-chinese-rival-cxmt-held-9-of-world-dram-revenue-in-q3-down-from-10-and-does-not-yet-sell-hbm4 The Inference en 2026-11-05T14:21:42.678Z Micron's Chinese rival CXMT held 9% of world DRAM revenue in Q3, down from 10%, and does not yet sell HBM4 https://theinference.org/article/taiwan-s-first-chip-sector-strike-stopped-micron-s-4-5-billion-ai-memory-fab The Inference en 2026-11-05T14:19:44.036Z Taiwan's first chip-sector strike stopped Micron's $4.5 billion AI memory fab https://theinference.org/article/paycom-beat-every-line-then-spent-1-39-billion-on-buybacks-while-carrying-750-million-of-debt The Inference en 2026-11-05T14:12:42.425Z Paycom beat every line, then spent $1.39 billion on buybacks while carrying $750 million of debt https://theinference.org/article/arrow-electronics-posted-record-10-7-billion-revenue-and-used-441-million-of-cash The Inference en 2026-11-05T14:11:42.529Z Arrow Electronics posted record $10.7 billion revenue and used $441 million of cash https://theinference.org/article/coinbase-wires-chatbots-to-live-brokerage-accounts-and-9-of-10-models-lifted-their-own-spending-cap The Inference en 2026-11-05T14:10:42.322Z Coinbase wires chatbots to live brokerage accounts, and 9 of 10 models lifted their own spending cap https://theinference.org/article/applied-materials-lifts-its-besi-stake-to-about-20-as-asmpt-declines-to-sell-its-chip-assembly-unit The Inference en 2026-11-05T14:09:42.612Z Applied Materials lifts its Besi stake to about 20% as ASMPT declines to sell its chip-assembly unit https://theinference.org/article/block-s-32-margin-promise-runs-on-pricier-credit-not-the-ai-jack-dorsey-is-selling The Inference en 2026-11-05T14:08:42.757Z Block's 32% margin promise runs on pricier credit, not the AI Jack Dorsey is selling https://theinference.org/article/michael-burry-says-fiserv-is-worth-100-to-120-a-share-the-stock-rose-13-to-58-83 The Inference en 2026-11-05T14:07:42.731Z Michael Burry says Fiserv is worth $100 to $120 a share; the stock rose 13% to $58.83 https://theinference.org/article/applovin-down-59-this-year-beats-its-own-guidance-by-100-million-and-jumps-35-9-after-hours The Inference en 2026-11-05T02:16:36.347Z AppLovin, down 59% this year, beats its own guidance by $100 million and jumps 35.9% after hours https://theinference.org/article/hubspot-fell-12-68-after-cutting-q4-growth-guidance-to-12-from-17-as-ai-agents-shrink-seat-revenue The Inference en 2026-11-05T02:13:36.279Z HubSpot fell 12.68% after cutting Q4 growth guidance to 12% from 17% as AI agents shrink seat revenue https://theinference.org/article/a-fifth-of-google-s-searches-happen-in-chatgpt-yet-search-grew-12-the-leak-is-monetization-not-traffic The Inference en 2026-11-05T01:46:05.998Z A fifth of Google's searches happen in ChatGPT, yet Search grew 12%: the leak is monetization, not traffic https://theinference.org/article/wolfspeed-s-first-revenue-gain-in-a-year-burns-96-million-a-quarter-its-1-5-billion-loan-has-not-closed The Inference en 2026-11-05T00:10:14.592Z Wolfspeed's first revenue gain in a year burns $96 million a quarter; its $1.5 billion loan has not closed https://theinference.org/article/texas-pacific-land-just-printed-its-best-quarter-ever-without-a-dollar-of-ai-revenue The Inference en 2026-11-05T00:09:14.527Z Texas Pacific Land just printed its best quarter ever, without a dollar of AI revenue https://theinference.org/article/lattice-s-ceo-bought-1-million-of-his-own-stock-two-days-after-the-118-quarter The Inference en 2026-11-05T00:08:01.099Z Lattice's CEO bought $1 million of his own stock two days after the 118% quarter https://theinference.org/article/the-vote-repriced-the-war-drone-and-missile-stocks-fell-double-digits-and-kratos-reports-tomorrow The Inference en 2026-11-04T22:29:09.478Z The vote repriced the war: drone-and-missile stocks fell double digits, and Kratos reports tomorrow https://theinference.org/article/microsoft-could-not-take-delivery-the-market-cheered-and-iren-reports-thursday The Inference en 2026-11-04T22:28:12.771Z Microsoft could not take delivery, the market cheered, and IREN reports Thursday https://theinference.org/article/qualcomm-s-handset-chip-sales-fell-26-as-ai-took-the-memory-its-data-center-push-brought-650-million The Inference en 2026-11-04T22:20:10.078Z Qualcomm's handset chip sales fell 26% as AI took the memory; its data-center push brought $650 million https://theinference.org/article/uber-counted-four-ai-agent-rides-in-a-week-of-320-million-trips The Inference en 2026-11-04T22:19:10.247Z Uber counted four AI-agent rides in a week of 320 million trips https://theinference.org/article/morgan-stanley-data-centers-outbuy-utilities-on-batteries-in-2030-tesla-s-energy-backlog-is-10-7-billion The Inference en 2026-11-04T20:20:07.337Z Morgan Stanley: data centers outbuy utilities on batteries in 2030; Tesla's energy backlog is $10.7 billion https://theinference.org/article/democrats-won-texas-on-a-data-center-pause-vistra-fell-as-much-as-15-5-and-coreweave-s-bonds-hit-79-5-cents The Inference en 2026-11-04T20:17:07.420Z Democrats won Texas on a data-center pause; Vistra fell as much as 15.5% and CoreWeave's bonds hit 79.5 cents https://theinference.org/article/penguin-solutions-sold-cree-led-to-transom-capital-with-no-price-10-of-its-2027-sales-are-still-in-guidance The Inference en 2026-11-04T20:11:07.177Z Penguin sold Cree LED for an undisclosed price, but its fiscal 2027 guidance still counts the sales https://theinference.org/article/aep-built-the-machine-for-its-ai-load-before-the-load-exists-and-jacobs-gets-paid-either-way The Inference en 2026-11-04T20:10:07.186Z AEP built the machine for its AI load before the load exists, and Jacobs gets paid either way https://theinference.org/article/intel-ceo-lip-bu-tan-bought-9-7-million-of-stock-at-64-73-two-sessions-later-chips-hit-five-month-lows The Inference en 2026-11-04T19:17:22.357Z Intel CEO Lip-Bu Tan bought $9.7 million of stock at $64.73; two sessions later chips hit five-month lows https://theinference.org/article/riot-signed-a-28-billion-15-year-texas-lease-as-cipher-s-odds-of-signing-one-were-halved-after-the-vote The Inference en 2026-11-04T19:15:23.053Z Riot signed a $28 billion, 15-year Texas lease as Cipher's odds of signing one were halved after the vote https://theinference.org/article/one-stop-systems-raised-guidance-twice-and-filed-to-sell-up-to-50-million-of-stock-41-of-its-market-value The Inference en 2026-11-04T19:09:22.160Z One Stop Systems raised guidance twice and filed to sell up to $50 million of stock, 41% of its market value https://theinference.org/article/brookfield-s-95-mwh-hydro-deals-put-a-price-on-ai-power-hunger The Inference en 2026-11-04T19:08:22.332Z Brookfield's $95/MWh hydro deals put a price on AI power hunger https://theinference.org/article/accenture-selling-safe-ai-to-9-000-clients-published-15-fake-citations-in-its-own-research The Inference en 2026-11-04T18:15:23.121Z Accenture, selling safe AI to 9,000 clients, published 15 fake citations in its own research https://theinference.org/article/lucid-bots-washed-a-23-story-casino-tower-by-drone-and-opened-a-250-waiting-list-with-no-price-on-it The Inference en 2026-11-04T18:12:22.235Z Lucid Bots washed a 23-story casino tower by drone and opened a $250 waiting list with no price on it https://theinference.org/article/a16z-s-90-3-million-bought-a-light-touch-washington-the-midterms-moved-the-bottleneck-past-it The Inference en 2026-11-04T18:11:22.594Z a16z's $90.3 million bought a light-touch Washington. The midterms moved the bottleneck past it https://theinference.org/article/cipher-digital-booked-5-85-million-of-first-ai-rent-against-6-7-billion-of-debt The Inference en 2026-11-04T18:10:22.988Z Cipher Digital booked $5.85 million of first AI rent against $6.7 billion of debt https://theinference.org/article/uipath-picks-the-invoice-as-its-unit-of-ai-billing The Inference en 2026-11-04T18:09:22.657Z UiPath picks the invoice as its unit of AI billing https://theinference.org/article/maxlinear-a-5-6-billion-optical-chip-maker-fell-8-7-on-marvell-s-115-billion-lumentum-deal The Inference en 2026-11-04T18:08:22.953Z MaxLinear, a $5.6 billion optical chip maker, fell 8.7% on Marvell's $115 billion Lumentum deal https://theinference.org/article/citi-sees-a-hard-reset-coming-for-adobe-before-the-new-ceo-even-starts The Inference en 2026-11-04T17:21:21.713Z Citi sees a hard reset coming for Adobe before the new CEO even starts https://theinference.org/article/meta-buys-williams-power-blackstone-s-5-34-billion-builds-it The Inference en 2026-11-04T17:20:21.344Z Meta Buys Williams Power; Blackstone's $5.34 Billion Builds It https://theinference.org/article/trane-booked-a-12-5-billion-backlog-and-the-market-still-sold-it The Inference en 2026-11-04T17:19:20.973Z Trane booked a $12.5 billion backlog, and the market still sold it https://theinference.org/article/a-week-after-the-ftc-demanded-uber-s-pricing-formulas-its-ceo-described-the-algorithms-in-action The Inference en 2026-11-04T17:18:21.313Z A week after the FTC demanded Uber's pricing formulas, its CEO described the algorithms in action https://theinference.org/article/generac-s-amazon-warrant-is-worth-112-5-million-more-than-its-quarter-s-profit-and-cuts-amazon-revenue The Inference en 2026-11-04T17:17:21.313Z Generac's Amazon warrant is worth $112.5 million, more than its quarter's profit, and cuts Amazon revenue https://theinference.org/article/first-solar-s-11-election-rally-ignored-a-december-4-import-floor-that-moves-production-to-gaffney The Inference en 2026-11-04T17:16:21.139Z First Solar's 16% election rally ignored a December 4 import floor that moves production to Gaffney https://theinference.org/article/crowdstrike-sentinelone-and-evoke-security-claimed-the-same-seat-inside-anthropic-s-claude-cowork-in-24-hours The Inference en 2026-11-04T17:15:22.565Z CrowdStrike, SentinelOne and Evoke Security claimed the same seat inside Anthropic's Claude Cowork in 24 hours https://theinference.org/article/unity-ties-1-3-billion-of-studio-ad-financing-to-its-data-framework-as-applovin-seeks-a-restraining-order The Inference en 2026-11-04T17:14:21.076Z Unity ties $1.3 billion of studio ad financing to its data framework as AppLovin seeks a restraining order https://theinference.org/article/whitefiber-s-865-million-lease-is-signed-delivering-it-is-what-the-market-doubts The Inference en 2026-11-04T17:13:22.078Z WhiteFiber's $865 million lease is signed; delivering it is what the market doubts https://theinference.org/article/panasonic-s-taiwan-laminate-plant-burned-one-of-five-megtron-sources-after-a-710-billion-ai-forecast-raise The Inference en 2026-11-04T17:12:22.836Z Panasonic's Taiwan laminate plant burned, one of five MEGTRON sources, after a ¥710 billion AI forecast raise https://theinference.org/article/xai-bought-jet-engines-for-colossus-2-but-its-legal-power-is-cut-in-half-by-july-2027 The Inference en 2026-11-04T17:11:21.180Z xAI bought jet engines for Colossus 2, but its legal power is cut in half by July 2027 https://theinference.org/article/s-p-priced-meta-s-15-billion-notes-at-220-basis-points-nearly-twice-april-s-amid-ai-debt-it-cannot-see The Inference en 2026-11-04T16:32:20.771Z S&P priced Meta's $15 billion notes at 220 basis points, nearly twice April's, amid AI debt it cannot see https://theinference.org/article/snowflake-shipped-ai-spending-caps-as-a-13-drop-priced-in-amazon-s-and-oracle-s-capex The Inference en 2026-11-04T16:24:20.725Z Snowflake shipped AI spending caps as a 13% drop priced in Amazon's and Oracle's capex https://theinference.org/article/freeport-mcmoran-approved-a-4-5-billion-bagdad-copper-mine-its-cost-guide-depends-on-molybdenum The Inference en 2026-11-04T16:23:20.853Z Freeport-McMoRan approved a $4.5 billion Bagdad copper mine; its cost guide depends on molybdenum https://theinference.org/article/s-p-gave-equinix-s-new-bonds-a-6-5x-downgrade-trigger-its-shareholders-face-5x-and-election-risk The Inference en 2026-11-04T16:22:21.053Z S&P gave Equinix's new bonds a 6.5x downgrade trigger; its shareholders face 5x and election risk https://theinference.org/article/siemens-and-aes-put-their-executives-in-fluence-s-top-jobs-as-a-6-4-billion-backlog-suit-nears-deadline The Inference en 2026-11-04T16:21:21.604Z Siemens and AES put their executives in Fluence's top jobs as a $6.4 billion backlog suit nears deadline https://theinference.org/article/emerson-electric-beat-orders-rose-14-and-the-stock-fell-5-6-as-its-2027-plan-spends-all-free-cash-flow The Inference en 2026-11-04T16:20:21.328Z Emerson Electric beat, orders rose 14%, and the stock fell 5.6% as its 2027 plan spends all free cash flow https://theinference.org/article/cdw-grew-sales-17-7-but-gross-margin-fell-140-basis-points-to-20-5-as-hardware-mix-grew The Inference en 2026-11-04T16:19:21.160Z CDW grew sales 17.7%, but gross margin fell 140 basis points to 20.5% as hardware mix grew https://theinference.org/article/x-energy-buys-its-first-xe-100-steel-before-the-permit-exists-the-cash-test-lands-november-12 The Inference en 2026-11-04T16:18:21.132Z X-energy buys its first Xe-100 steel before the permit exists: the cash test lands November 12 https://theinference.org/article/check-point-software-revenue-fell-1-to-670-million-and-billings-fell-5-and-the-recovery-moved-to-2027 The Inference en 2026-11-04T16:17:20.774Z Check Point Software revenue fell 1% to $670 million and billings fell 5%, and the recovery moved to 2027 https://theinference.org/article/democrats-won-the-midterms-coreweave-s-4-4-billion-of-2026-debt-now-waits-on-texas The Inference en 2026-11-04T16:16:21.464Z Democrats won the midterms; CoreWeave's $4.4 billion of 2026 debt now waits on Texas https://theinference.org/article/google-commits-15-billion-to-malaysian-data-centers-after-texas-and-ohio-voters-backed-buildout-pauses The Inference en 2026-11-04T16:15:21.397Z Google commits $15 billion to Malaysian data centers after Texas and Ohio voters backed buildout pauses https://theinference.org/article/vishay-s-record-quarter-and-12-surge-leave-the-stock-2-94-below-its-30-16-note-conversion-price The Inference en 2026-11-04T16:14:21.419Z Vishay's record quarter and 12% surge leave the stock $2.94 below its $30.16 note conversion price https://theinference.org/article/murata-s-6-3-billion-capacitor-build-lands-after-trendforce-dates-the-shortage-peak-to-early-2027 The Inference en 2026-11-04T16:13:21.377Z Murata's $6.3 billion capacitor build lands after TrendForce dates the shortage peak to early 2027 https://theinference.org/article/cerebras-s-customer-pays-3-to-5x-for-2-000-tokens-a-second-culper-research-says-the-wafers-fail-in-2-years The Inference en 2026-11-04T16:12:20.790Z Cerebras's customer pays 3 to 5x for 2,000 tokens a second; Culper Research says the wafers fail in 2 years https://theinference.org/article/wishbone-votes-against-avnet-s-chairman-over-a-650-million-convertible-with-a-70-27-conversion-price The Inference en 2026-11-04T16:11:21.570Z Wishbone votes against Avnet's chairman over a $650 million convertible with a $70.27 conversion price https://theinference.org/article/toast-s-ai-grew-the-fee-line-the-ftc-suit-wants-to-unwind The Inference en 2026-11-04T16:10:21.555Z Toast's AI grew the fee line the FTC suit wants to unwind https://theinference.org/article/fema-opened-250-million-more-for-counter-drone-gear-ondas-is-45-5-short-and-sells-it The Inference en 2026-11-04T16:09:21.687Z FEMA opened $250 million more for counter-drone gear; Ondas is 45.5% short and sells it https://theinference.org/article/hut-8-booked-189-5-million-of-profit-on-413-8-million-of-bitcoin-gains-as-revenue-fell The Inference en 2026-11-04T16:08:21.092Z Hut 8 booked $189.5 million of profit on $413.8 million of bitcoin gains as revenue fell https://theinference.org/article/super-micro-raised-guidance-to-82-billion-while-dell-s-21-3-billion-inventory-tests-the-memory-shortage The Inference en 2026-11-04T15:54:28.056Z Super Micro raised guidance to $82 billion while Dell's $21.3 billion inventory tests the memory shortage https://theinference.org/article/cisco-s-6-billion-ai-backlog-comes-due-on-november-12-at-three-points-of-margin The Inference en 2026-11-04T15:53:20.507Z Cisco's $6 billion AI backlog comes due on November 12, at three points of margin https://theinference.org/article/ambience-s-klas-validation-put-37-500-a-year-on-each-er-doctor-6-69-billion-abridge-sells-minutes The Inference en 2026-11-04T15:49:20.295Z Ambience's KLAS validation put $37,500 a year on each ER doctor; $6.69 billion Abridge sells minutes https://theinference.org/article/trendforce-says-china-s-review-of-marvell-s-115-billion-lumentum-deal-turns-on-chinese-laser-buyers The Inference en 2026-11-04T15:45:20.466Z Marvell's $115 billion Lumentum swap already trades $31 billion under the headline, and China now decides it https://theinference.org/article/microsoft-s-copilot-now-fronts-mongodb-s-data-as-insiders-sell-66-8-million-and-buy-nothing The Inference en 2026-11-04T15:26:20.507Z Microsoft's Copilot now fronts MongoDB's data as insiders sell $66.8 million and buy nothing https://theinference.org/article/zebra-technologies-beat-and-raised-guidance-but-a-145-million-memory-bill-sent-the-stock-down-9 The Inference en 2026-11-04T15:25:20.324Z Zebra Technologies beat and raised guidance, but a $145 million memory bill sent the stock down 9% https://theinference.org/article/amd-bought-fei-fei-li-s-world-labs-for-8-2-billion-in-stock-as-data-center-sales-jumped-97 The Inference en 2026-11-04T15:20:20.410Z AMD bought Fei-Fei Li's World Labs for $8.2 billion in stock as data center sales jumped 97% https://theinference.org/article/lilly-spent-18-2-billion-on-its-next-franchise-its-own-filing-lists-what-failed The Inference en 2026-11-04T15:19:20.121Z Lilly spent $18.2 billion on its next franchise. Its own filing lists what failed. https://theinference.org/article/salesforce-signed-14-billion-of-ai-deals-on-debt-that-more-than-tripled-in-a-year The Inference en 2026-11-04T15:18:20.019Z Salesforce signed $14 billion of AI deals on debt that more than tripled in a year https://theinference.org/article/uber-policy-chief-jill-hazelbaker-leaves-for-openai-on-november-30-ahead-of-its-ftc-pricing-response The Inference en 2026-11-04T15:17:20.013Z Uber policy chief Jill Hazelbaker leaves for OpenAI on November 30, ahead of its FTC pricing response https://theinference.org/article/perplexity-s-agent-now-runs-the-campaigns-klaviyo-charges-for-and-klaviyo-reports-tonight The Inference en 2026-11-04T15:16:20.812Z Perplexity's agent now runs the campaigns Klaviyo charges for, and Klaviyo reports tonight https://theinference.org/article/doordash-s-order-growth-was-28-with-deliveroo-and-17-without-and-the-ex-deliveroo-line-ends The Inference en 2026-11-04T15:15:20.563Z DoorDash's order growth was 28% with Deliveroo and 17% without, and the ex-Deliveroo line ends https://theinference.org/article/procore-s-stock-jumped-15-69-on-a-402-3-million-beat-dronedeploy-supplied-2-of-19-growth-points The Inference en 2026-11-04T15:14:20.257Z Procore's stock jumped 15.69% on a $402.3 million beat; DroneDeploy supplied 2 of 19 growth points https://theinference.org/article/snowflake-named-glean-a-customer-of-cortex-ai-gateway-glean-launched-a-rival-context-layer-the-same-day The Inference en 2026-11-04T15:13:21.217Z Snowflake named Glean a Cortex AI Gateway customer; Glean launched a rival context layer the same day https://theinference.org/article/qnity-electronics-the-dupont-spin-off-raised-2026-guidance-while-nine-month-operating-cash-flow-fell-17 The Inference en 2026-11-04T15:12:20.240Z Qnity Electronics, the DuPont spin-off, raised 2026 guidance while nine-month operating cash flow fell 17% https://theinference.org/article/formfactor-sold-teradyne-a-2-9-stake-at-134-a-share-53-above-the-market-after-a-record-quarter The Inference en 2026-11-04T15:11:24.542Z FormFactor sold Teradyne a 2.9% stake at $134 a share, 53% above the market, after a record quarter https://theinference.org/article/florida-regulators-rejected-duke-energy-s-data-center-tariff-5-0-evergy-filed-61-million-less-in-missouri The Inference en 2026-11-04T15:10:20.858Z Florida regulators rejected Duke Energy's data-center tariff 5-0; Evergy filed $61 million less in Missouri https://theinference.org/article/datadog-grew-revenue-35-beat-every-line-and-still-lost-11-on-a-flat-december-guide The Inference en 2026-11-04T15:02:20.113Z Datadog grew revenue 35%, beat every line, and still lost 11% on a flat December guide