https://theinference.org/article/jane-street-holds-stakes-in-sandisk-riot-core-scientific-and-bloom-energy-while-renting-coreweave-compute The Inference en 2026-11-12T20:12:30.542Z Jane Street holds 2.4% to 3.7% of four AI suppliers while renting CoreWeave compute https://theinference.org/article/trimet-asks-brazil-s-cade-to-block-alcoa-s-5-6-billion-south32-deal-a-900-million-synergy-bet The Inference en 2026-11-12T20:11:30.087Z Trimet asks Brazil's CADE to block Alcoa's $5.6 billion South32 deal, a $900 million synergy bet https://theinference.org/article/jpmorgan-picked-cognex-for-the-robot-boom-the-week-its-q4-guide-came-in-below-q3 The Inference en 2026-11-12T20:10:30.386Z JPMorgan picked Cognex for the robot boom the week its Q4 guide came in below Q3 https://theinference.org/article/vistra-moved-500-million-of-helix-funding-to-2027-and-samsung-s-1-billion-sits-behind-it The Inference en 2026-11-12T20:09:30.181Z Vistra moved $500 million of Helix funding to 2027, and Samsung's $1 billion sits behind it https://theinference.org/article/pwc-deloitte-and-bdo-india-put-model-ml-s-ai-on-live-client-work-inside-a-10-billion-consultancy-ai-bet The Inference en 2026-11-12T19:12:30.748Z PwC, Deloitte and BDO India put Model ML's AI on live client work, inside a $10 billion consultancy AI bet https://theinference.org/article/mara-sold-1-1-billion-of-bitcoin-but-has-no-tenant-for-its-1-9-gigawatts-of-energized-capacity The Inference en 2026-11-12T19:11:30.637Z MARA sold $1.1 billion of bitcoin but has no tenant for its 1.9 gigawatts of energized capacity https://theinference.org/article/spotify-sells-human-narration-at-15-hours-a-month-as-it-plans-a-4-to-5-ai-audio-tier-for-2027 The Inference en 2026-11-12T19:10:30.103Z Spotify sells human narration at 15 hours a month as it plans a $4-to-$5 AI audio tier for 2027 https://theinference.org/article/cellebrite-beats-q3-and-raises-ebitda-outlook-as-a-us-review-weighs-divesting-its-170-million-corellium-buy The Inference en 2026-11-12T19:09:30.747Z Cellebrite beats Q3 and lifts EBITDA guidance as CFIUS weighs divesting Corellium https://theinference.org/article/colorado-accepted-a-petition-to-widen-who-can-appeal-county-denials-and-93-miles-of-xcel-s-line-sit-denied The Inference en 2026-11-12T19:08:31.166Z Colorado weighs widening who can appeal county denials; 93 miles of Xcel's line sit denied https://theinference.org/article/mistral-s-ceo-wants-a-1-to-1-5-levy-as-france-s-assembly-votes-on-an-ai-copyright-bill-november-19 The Inference en 2026-11-12T19:07:31.119Z Mistral's CEO wants a 1% to 1.5% levy as France's Assembly votes on an AI copyright bill November 19 https://theinference.org/article/singapore-declines-to-prosecute-alice-huang-but-nvidia-s-601-billion-wipeout-never-touched-estimates The Inference en 2026-11-12T18:26:32.177Z Singapore declines to prosecute Alice Huang, but Nvidia's $601 billion wipeout never touched estimates https://theinference.org/article/reports-say-lutnick-delayed-trump-s-nvidia-chip-crackdown-three-times-the-bill-lands-on-oracle The Inference en 2026-11-12T18:25:30.925Z Reports say Lutnick delayed Trump's Nvidia chip crackdown three times; the bill lands on Oracle https://theinference.org/article/midjourney-says-v9-could-double-its-cost-per-image The Inference en 2026-11-12T18:24:30.954Z Midjourney says V9 could double its cost per image https://theinference.org/article/four-video-apps-switched-on-bytedance-s-4k-model-and-none-named-a-price The Inference en 2026-11-12T18:23:30.725Z Four video apps switched on ByteDance's 4K model and none named a price https://theinference.org/article/oklo-sends-meta-s-prepayments-to-centrus-for-fuel-due-in-2029-with-no-binding-meta-power-contract The Inference en 2026-11-12T18:22:30.218Z Oklo sends Meta's prepayments to Centrus for fuel due in 2029, with no binding Meta power contract https://theinference.org/article/ondas-q3-revenue-rose-sixteenfold-to-167-5-million-but-acquisitions-drove-most-of-the-growth The Inference en 2026-11-12T18:16:31.359Z Ondas' Q3 revenue rose sixteenfold to $167.5 million, but acquisitions drove most of the growth https://theinference.org/article/visa-and-mastercard-s-198-billion-swipe-fee-fight-reopens-with-a-december-10-fed-deadline The Inference en 2026-11-12T18:13:30.643Z Visa and Mastercard's $198 billion swipe-fee fight reopens, with a December 10 Fed deadline https://theinference.org/article/france-blames-iran-s-revolutionary-guards-for-700-store-sabotage-and-says-they-probed-schneider-electric-gear The Inference en 2026-11-12T18:11:30.903Z France blames Iran's Revolutionary Guards for 700-store sabotage and says they probed Schneider Electric gear https://theinference.org/article/hubspot-brings-back-co-founder-brian-halligan-as-ceo-with-the-stock-down-nearly-half-in-2026 The Inference en 2026-11-12T17:30:29.216Z HubSpot brings back co-founder Brian Halligan as CEO with the stock down nearly half in 2026 https://theinference.org/article/emcor-s-data-center-work-hit-2-03-billion-of-a-5-54-billion-quarter-as-mechanical-margin-fell-to-12-1 The Inference en 2026-11-12T17:29:29.070Z EMCOR's data-center work hit $2.03 billion of a $5.54 billion quarter as mechanical margin fell to 12.1% https://theinference.org/article/nrg-sells-six-gas-plants-back-to-ls-power-for-4-billion-nine-months-after-buying-them The Inference en 2026-11-12T17:28:44.534Z NRG sells six gas plants back to LS Power for $4 billion, nine months after buying them https://theinference.org/article/carrier-global-s-data-center-orders-passed-3-billion-and-it-expects-50-sales-growth-in-2027 The Inference en 2026-11-12T17:27:30.931Z Carrier Global's data-center orders passed $3 billion, and it expects 50% sales growth in 2027 https://theinference.org/article/nuscale-reported-281-000-of-revenue-last-quarter The Inference en 2026-11-12T17:26:29.716Z NuScale reported $281,000 of revenue last quarter https://theinference.org/article/nebius-beat-q3-with-980-8-million-revenue-then-sank-as-much-as-16-on-a-40-45-billion-2027-capex-guide The Inference en 2026-11-12T17:25:29.166Z Nebius beat Q3 with $980.8 million revenue, then sank as much as 16% on a $40-45 billion 2027 capex guide https://theinference.org/article/energy-department-clears-oklo-s-groves-1-reactor-for-unrestricted-operations The Inference en 2026-11-12T17:22:29.263Z Energy Department clears Oklo's Groves-1 reactor for unrestricted operations https://theinference.org/article/dell-packs-157-petabytes-of-flash-into-a-single-rack The Inference en 2026-11-12T17:20:29.280Z Dell packs 157 petabytes of flash into a single rack https://theinference.org/article/nvent-director-herbert-parker-bought-339-000-nearly-the-only-insider-buy-against-33-8-million-of-sales The Inference en 2026-11-12T17:19:29.470Z nVent director Herbert Parker bought $339,000, nearly the only insider buy against $33.8 million of sales https://theinference.org/article/microsoft-urges-the-white-house-to-spare-chinese-made-ai-transceivers-from-an-fcc-ban-eoptolink-jumps-17 The Inference en 2026-11-12T17:18:29.671Z Microsoft asks Trump to spare Chinese AI transceivers from an FCC ban; Eoptolink jumps 17% https://theinference.org/article/digital-realty-and-goodman-buy-9-9-of-nextdc-for-a-693-million-after-its-42-crash The Inference en 2026-11-12T16:55:28.654Z Digital Realty and Goodman buy 9.9% of NextDC for A$693 million after its 42% crash https://theinference.org/article/fico-borrowed-1-5-billion-for-a-buyback-at-about-1-422-a-share-the-stock-closed-at-728-85 The Inference en 2026-11-12T16:47:28.880Z FICO borrowed $1.5 billion for a buyback at about $1,422 a share; the stock closed at $728.85 https://theinference.org/article/adobe-opens-photoshop-and-premiere-files-to-chatgpt-gemini-and-claude-agents-as-net-new-arr-falls-37-to-38 The Inference en 2026-11-12T16:42:43.455Z Adobe opens Photoshop and Premiere files to ChatGPT, Gemini and Claude agents as net-new ARR falls 37% to 38% https://theinference.org/article/ukraine-says-the-100-mph-starshield-cap-is-back-throttling-its-drone-interceptors The Inference en 2026-11-12T16:38:28.516Z Ukraine Says the 100 mph Starshield Cap Is Back, Throttling Its Drone Interceptors https://theinference.org/article/fermi-reports-a-200-million-hyperscaler-down-payment-and-no-signed-leases The Inference en 2026-11-12T16:37:28.983Z Fermi reports a $200 million hyperscaler down payment and no signed leases https://theinference.org/article/asus-guides-q4-server-revenue-up-280-while-pcs-grow-15 The Inference en 2026-11-12T16:36:28.407Z ASUS guides Q4 server revenue up 280% while PCs grow 15% https://theinference.org/article/ytl-power-loses-rm3-billion-in-a-day-as-nvidia-ousts-jensen-huang The Inference en 2026-11-12T16:35:28.577Z YTL Power loses RM3 billion in a day as Nvidia ousts Jensen Huang https://theinference.org/article/priceline-s-claude-powered-travel-bot-penny-goes-live-in-snapchat-chat-ads The Inference en 2026-11-12T16:32:32.440Z Priceline's Claude-powered travel bot Penny goes live in Snapchat chat ads https://theinference.org/article/howard-county-buys-the-first-police-drone-package-sold-through-axon-s-new-channel The Inference en 2026-11-12T16:31:48.558Z Howard County buys the first police drone package sold through Axon's new channel https://theinference.org/article/ai-servers-overtook-the-iphone-as-foxconn-s-biggest-business The Inference en 2026-11-12T16:30:28.443Z AI servers overtook the iPhone as Foxconn's biggest business https://theinference.org/article/cloudflare-hires-a-splunk-sales-chief-to-price-ai-agent-traffic-as-shares-trade-at-169-times-earnings The Inference en 2026-11-12T16:29:28.800Z Cloudflare hires a Splunk sales chief to price AI agent traffic as shares trade at 169 times earnings https://theinference.org/article/flex-trades-at-28-5-billion-as-its-ai-segment-up-53-9-leaves-for-axiom-and-4-4-billion-of-debt-stays The Inference en 2026-11-12T16:28:28.423Z Flex trades at $28.5 billion as its AI segment, up 53.9%, leaves for Axiom and $4.4 billion of debt stays https://theinference.org/article/exelon-asks-ferc-to-delay-pjm-s-2030-31-capacity-auction-to-2030-as-load-forecasts-hit-21-7 The Inference en 2026-11-12T16:27:28.716Z Exelon asks FERC to delay PJM's 2030/31 capacity auction to 2030 as load forecasts hit 21.7% https://theinference.org/article/public-citizen-says-nextera-owes-dominion-4-83-billion-if-virginia-kills-the-67-billion-deal The Inference en 2026-11-12T16:26:31.694Z Public Citizen says NextEra owes Dominion $4.83 billion if Virginia kills the $67 billion deal https://theinference.org/article/eu-plan-would-let-users-switch-off-the-streaks-duolingo-s-paywall-now-runs-on The Inference en 2026-11-12T16:25:29.244Z EU plan would let users switch off the streaks Duolingo's paywall now runs on https://theinference.org/article/netapp-ships-ai-storage-with-lenovo-lands-dutch-cloud-nebul-and-lifts-its-fiscal-2027-guide-to-8-1-billion The Inference en 2026-11-12T16:24:28.577Z NetApp ships AI storage with Lenovo, lands Dutch cloud Nebul and lifts its fiscal 2027 guide to $8.1 billion https://theinference.org/article/lg-innotek-s-apple-sales-hit-14-0-trillion-in-nine-months-80-4-of-revenue-on-a-1-5-operating-margin The Inference en 2026-11-12T16:23:28.668Z LG Innotek's Apple sales hit ₩14.0 trillion in nine months, 80.4% of revenue, on a 1.5% operating margin https://theinference.org/article/fluence-energy-reports-nov-23-under-interim-ceos-from-siemens-and-aes-stock-down-73 The Inference en 2026-11-12T16:22:29.306Z Fluence Energy reports Nov. 23 under interim CEOs from Siemens and AES, stock down 73% https://theinference.org/article/mongodb-patched-a-flaw-rated-9-5-out-of-10-that-crashes-servers-at-failover-self-managed-users-must-upgrade The Inference en 2026-11-12T15:46:29.610Z MongoDB patched a 9.5-severity flaw that crashes servers at failover; self-managed users must upgrade https://theinference.org/article/tesla-passes-waymo-on-texas-robotaxi-permits-1-302-to-1-297-and-the-registry-counts-no-riders The Inference en 2026-11-12T15:40:30.687Z Tesla passes Waymo on Texas robotaxi permits, 1,302 to 1,297, and the registry counts no riders https://theinference.org/article/google-s-gemini-decisions-api-charges-0-10-a-million-input-tokens-no-output-charge-before-anthropic-s-ipo The Inference en 2026-11-12T15:39:28.783Z Google prices Gemini Decisions at 10 cents a million tokens, with no output charge https://theinference.org/article/baidu-claims-more-than-30-cheaper-ai-inference-but-the-m300-chip-behind-the-prices-lands-in-2027 The Inference en 2026-11-12T15:38:29.372Z Baidu claims more than 30% cheaper AI inference, but the M300 chip behind the prices lands in 2027 https://theinference.org/article/adp-s-ai-ran-more-than-4-400-interviews-as-its-own-hiring-gauge-cooled-from-26-000-to-19-750-jobs-a-week The Inference en 2026-11-12T15:37:28.869Z ADP's AI ran more than 4,400 interviews as its own hiring gauge cooled from 26,000 to 19,750 jobs a week https://theinference.org/article/litellm-s-7x-faster-claim-is-missing-from-its-own-benchmark-data-stripe-pays-8-billion-for-openrouter The Inference en 2026-11-12T15:36:30.292Z LiteLLM's '7x faster' claim is missing from its own benchmark data; Stripe pays $8 billion for OpenRouter https://theinference.org/article/toast-raised-its-ai-marketing-add-on-40-to-699-in-five-months-as-the-ftc-sues-over-its-fees The Inference en 2026-11-12T15:26:27.682Z Toast raised its AI marketing add-on 40% to $699 in five months as the FTC sues over its fees https://theinference.org/article/airbnb-co-founder-nathan-blecharczyk-sold-22-million-of-stock-into-the-record-close The Inference en 2026-11-12T15:20:28.917Z Airbnb co-founder Nathan Blecharczyk sold $22 million of stock into the record close https://theinference.org/article/anthropic-s-ipo-filing-shows-warrants-on-7-7-million-akamai-shares-struck-39-above-the-stock The Inference en 2026-11-12T15:19:27.465Z Anthropic's IPO filing shows warrants on 7.7 million Akamai shares struck 39% above the stock https://theinference.org/article/amazon-blocks-meta-s-ai-agent-walmart-opens-a-gateway-and-sierra-s-400-million-book-wins-either-way The Inference en 2026-11-12T15:18:27.471Z Amazon blocks Meta's AI agent, Walmart opens a gateway, and Sierra's $400 million book wins either way https://theinference.org/article/datadog-finds-cloud-flaws-quadrupled-this-year-and-the-whole-jump-came-in-june The Inference en 2026-11-12T15:17:28.409Z Datadog finds cloud flaws quadrupled this year, and the whole jump came in June https://theinference.org/article/goldman-maps-45-of-the-586-gw-us-data-center-pipeline-into-states-that-may-pause-it-199-gw-is-being-built The Inference en 2026-11-12T15:16:09.673Z Goldman maps 45% of the 586 GW US data center pipeline into states that may pause it; 199 GW is being built https://theinference.org/article/dxc-cut-it-resolution-time-95-on-free-langgraph-code-as-aws-and-google-priced-the-layers-around-it The Inference en 2026-11-12T15:14:28.367Z DXC cut IT resolution time 95% on free LangGraph code as AWS and Google priced the layers around it https://theinference.org/article/jefferies-starts-teradyne-at-buy-with-a-284-target-and-a-2-billion-nvidia-bet-no-order-supports The Inference en 2026-11-12T15:13:28.281Z Jefferies starts Teradyne at Buy with a $284 target and a $2 billion Nvidia bet no order supports https://theinference.org/article/ase-technology-booked-nt-19-7-billion-of-equipment-orders-in-10-days-mirle-booked-nt-2-03-billion The Inference en 2026-11-12T15:12:28.481Z ASE Technology booked NT$19.7 billion of equipment orders in 10 days; Mirle booked NT$2.03 billion https://theinference.org/article/sumco-says-it-cannot-meet-300mm-wafer-demand-yet-guides-to-a-3-3-billion-operating-loss The Inference en 2026-11-12T15:11:28.435Z SUMCO says it cannot meet 300mm wafer demand, yet guides to a ¥3.3 billion operating loss https://theinference.org/article/workday-asks-a-judge-to-break-up-the-15-000-member-mobley-bias-case-sitting-on-its-600-million-ai-revenue The Inference en 2026-11-12T15:09:28.820Z Workday asks a judge to break up the 15,000-member Mobley bias case sitting on its $600 million AI revenue https://theinference.org/article/himax-guided-q4-sales-down-as-much-as-26-as-chinese-car-export-orders-unwind-and-shares-fell-22 The Inference en 2026-11-12T15:00:28.188Z Himax guided Q4 sales down as much as 26% as Chinese car-export orders unwind, and shares fell 22% https://theinference.org/article/mobix-labs-s-1-registers-6-million-resale-shares-for-kips-bay-20-of-its-float-as-it-calls-a-turnaround The Inference en 2026-11-12T14:25:25.646Z Mobix Labs' S-1 registers 6 million resale shares for Kips Bay, 20% of its float, as it calls a turnaround https://theinference.org/article/first-independent-study-finds-openai-s-chatgpt-ads-return-sites-0-89-a-visit-against-google-s-2-45 The Inference en 2026-11-12T14:21:25.759Z First independent study finds OpenAI's ChatGPT Ads return sites $0.89 a visit against Google's $2.45 https://theinference.org/article/cerebras-needs-a-269-million-q4-to-hold-its-880-million-2026-guide The Inference en 2026-11-12T14:13:25.439Z Cerebras needs a $269 million Q4 to hold its $880 million 2026 guide https://theinference.org/article/google-has-nearly-100-tpu-customers-oracle-will-resell-them-and-mediatek-s-q4-guide-depends-on-it The Inference en 2026-11-12T14:12:25.702Z Google has nearly 100 TPU customers, Oracle will resell them, and MediaTek's Q4 guide depends on it https://theinference.org/article/sen-tom-cotton-asks-commerce-to-blacklist-cxmt-which-could-cost-apple-a-memory-supplier The Inference en 2026-11-12T14:09:27.158Z Sen. Tom Cotton asks Commerce to blacklist CXMT, which could cost Apple a memory supplier https://theinference.org/article/tencent-opens-yuanbao-search-on-the-open-web-as-baidu-s-ad-revenue-falls-19 The Inference en 2026-11-12T14:08:25.370Z Tencent opens Yuanbao Search on the open web as Baidu's ad revenue falls 19% https://theinference.org/article/coherent-s-ceo-and-a-director-buy-1-2-million-of-stock-after-insiders-sold-1-1-billion-in-a-year The Inference en 2026-11-12T14:07:25.117Z Coherent's CEO and a director buy $1.2 million of stock after insiders sold $1.1 billion in a year https://theinference.org/article/axt-s-indium-phosphide-backlog-tops-500-million-five-times-april-s-level-as-revenue-jumps-162 The Inference en 2026-11-12T14:06:25.927Z AXT's indium phosphide backlog tops $500 million, five times April's level, as revenue jumps 162% https://theinference.org/article/alchip-s-revenue-jumps-516-to-a-record-twd-10-3-billion-on-custom-ai-chips-but-profit-grows-half-as-fast The Inference en 2026-11-12T14:05:26.033Z Alchip's revenue jumps 516% to a record TWD 10.3 billion on custom AI chips, but profit grows half as fast https://theinference.org/article/openai-settles-for-1-25-trillion-below-the-1-405-trillion-anthropic-asks-public-buyers-nov-18 The Inference en 2026-11-12T00:21:18.983Z OpenAI settles for $1.25 trillion, below the $1.405 trillion Anthropic asks public buyers Nov. 18 https://theinference.org/article/nvidia-s-6-3-billion-coreweave-order-survives-a-huang-exit-but-the-next-financing-does-not The Inference en 2026-11-11T22:20:03.886Z Nvidia's $6.3 billion CoreWeave order survives a Huang exit, but the next financing does not https://theinference.org/article/verisilicon-s-backlog-is-up-266-this-year-to-rmb18-57-billion-as-its-loss-widened-to-rmb869-million The Inference en 2026-11-11T22:06:03.999Z VeriSilicon's backlog is up 266% this year to RMB18.57 billion as its loss widened to RMB869 million https://theinference.org/article/sony-s-anime-chief-a-season-that-took-a-year-now-takes-three-to-four-years-in-a-28-billion-market The Inference en 2026-11-11T22:05:06.277Z Sony's anime chief: a season that took a year now takes three to four years in a $28 billion market https://theinference.org/article/kulicke-soffa-s-board-ties-fiscal-2027-bonuses-to-operating-profit-and-gross-margin-not-net-income The Inference en 2026-11-11T20:05:29.257Z Kulicke & Soffa's board ties fiscal 2027 bonuses to operating profit and gross margin, not net income https://theinference.org/article/thai-airways-says-60-529-passenger-records-exposed-via-amadeus-finnair-116-000-amadeus-gives-no-total The Inference en 2026-11-11T20:04:29.998Z Thai Airways says 60,529 passenger records exposed via Amadeus; Finnair 116,000; Amadeus gives no total https://theinference.org/article/johnson-controls-and-armada-ship-first-modular-ai-data-center-from-dublin-to-norway-on-just-9-mw-of-orders The Inference en 2026-11-11T20:03:29.311Z Johnson Controls and Armada ship first modular AI data center from Dublin to Norway on just 9 MW of orders https://theinference.org/article/bigbear-ai-s-baggage-scanning-ai-joins-europe-s-44-state-approval-list-but-only-23-of-backlog-is-funded The Inference en 2026-11-11T20:02:29.784Z BigBear.ai's baggage-scanning AI joins Europe's 44-state approval list, but only 23% of backlog is funded https://theinference.org/article/asml-s-1-3-billion-mistral-stake-is-worth-about-2-3-billion-on-paper-and-still-no-euro-figure-for-the-work The Inference en 2026-11-11T20:01:29.483Z ASML's €1.3 billion Mistral stake is worth about €2.3 billion on paper, and still no euro figure for the work https://theinference.org/article/finland-becomes-11th-country-to-clear-tesla-s-renamed-assisted-driving-system The Inference en 2026-11-11T20:00:30.047Z Finland becomes 11th country to clear Tesla's renamed Assisted Driving system https://theinference.org/article/acm-research-pays-its-asml-hired-coo-in-options-struck-at-83-58-nearly-double-the-44-61-close The Inference en 2026-11-11T19:23:29.053Z ACM Research pays its ASML-hired COO in options struck at $83.58, nearly double the $44.61 close https://theinference.org/article/veritone-moves-its-earnings-call-past-the-day-its-45-6-million-notes-mature The Inference en 2026-11-11T19:22:30.851Z Veritone moves its earnings call past the day its $45.6 million notes mature https://theinference.org/article/axon-agrees-to-pay-1-2-billion-for-skydio-at-5-2-billion-pre-money-about-five-times-bookings The Inference en 2026-11-11T19:21:29.173Z Axon agrees to pay $1.2 billion for Skydio at $5.2 billion pre-money, about five times bookings https://theinference.org/article/transom-capital-bids-8-a-share-for-soundthinking-plus-up-to-3-in-a-payout-agreement-not-signed The Inference en 2026-11-11T19:20:29.336Z Transom Capital bids $8 a share for SoundThinking, plus up to $3 in a payout agreement not signed https://theinference.org/article/ondas-announced-an-israeli-attack-drone-order-with-no-price-q3-revenue-guided-to-140-million-to-155-million The Inference en 2026-11-11T19:19:29.253Z Ondas announced an Israeli attack-drone order with no price; Q3 revenue guided to $140 million to $155 million https://theinference.org/article/morgan-stanley-agreed-to-buy-vinyl-equity-which-keeps-ipo-shareholder-registers-ahead-of-anthropic-s-ipo The Inference en 2026-11-11T19:18:35.943Z Morgan Stanley buys Vinyl Equity, the register keeper, a day before Anthropic's IPO roadshow https://theinference.org/article/gao-rules-december-21-on-rocket-lab-s-challenge-to-blue-origin-s-700-million-mars-award The Inference en 2026-11-11T19:17:29.364Z GAO rules December 21 on Rocket Lab's challenge to Blue Origin's $700 million Mars award https://theinference.org/article/coherent-s-proposed-fcc-ban-lands-in-2028-its-chinese-laser-supply-is-a-601-million-letter-of-intent The Inference en 2026-11-11T19:16:29.946Z Coherent's proposed FCC ban lands in 2028; its Chinese laser supply is a $601 million letter of intent https://theinference.org/article/molina-healthcare-s-cfo-lays-out-a-path-to-9-50-eps-in-2027-on-4-of-fixes-not-yet-earned The Inference en 2026-11-11T19:15:29.127Z Molina Healthcare's CFO lays out a path to $9.50 EPS in 2027, on $4 of fixes not yet earned https://theinference.org/article/twilio-lands-its-first-eight-figure-voice-ai-deal-then-says-99-of-the-market-is-untapped The Inference en 2026-11-11T19:14:29.316Z Twilio lands its first eight-figure voice-AI deal, then says 99% of the market is untapped https://theinference.org/article/keefe-bruyette-downgrades-riot-platforms-on-anthropic-tenant-risk-23-target-vs-jefferies-28 The Inference en 2026-11-11T18:23:29.468Z Keefe Bruyette downgrades Riot Platforms on Anthropic tenant risk, $23 target vs Jefferies' $28 https://theinference.org/article/monad-says-visa-added-it-to-stablecoin-settlement-as-run-rate-hits-25-billion The Inference en 2026-11-11T18:19:29.503Z Monad Says Visa Added It to Stablecoin Settlement as Run Rate Hits $25 Billion https://theinference.org/article/prologis-says-new-us-warehouses-need-rents-27-higher-before-building-pays The Inference en 2026-11-11T18:18:29.674Z Prologis says new US warehouses need rents 27% higher before building pays https://theinference.org/article/mara-sold-13-597-bitcoin-for-1-1-billion-after-ferc-cleared-its-1-5-billion-long-ridge-gas-plant-buy The Inference en 2026-11-11T18:17:29.481Z MARA sold 13,597 bitcoin for $1.1 billion after FERC cleared its $1.5 billion Long Ridge gas plant buy https://theinference.org/article/luma-ai-cut-resold-kling-and-seedance-rates-by-about-half-and-adobe-put-models-in-premiere The Inference en 2026-11-11T18:16:29.569Z Luma AI cut resold Kling and Seedance rates by about half, and Adobe put models in Premiere https://theinference.org/article/kkr-s-17-billion-usi-sale-to-aon-frees-3-3-billion-after-tax-and-the-cfo-has-not-decided-on-a-split The Inference en 2026-11-11T18:15:29.761Z KKR's $17 billion USI sale to Aon frees $3.3 billion after tax, and the CFO has not decided on a split https://theinference.org/article/fcc-opens-december-review-of-spacex-s-8-billion-spectrum-transfer The Inference en 2026-11-11T18:14:33.358Z FCC opens December review of SpaceX's $8 billion spectrum transfer https://theinference.org/article/epam-retired-about-5-of-its-shares-for-500-million-while-sales-are-guided-flat The Inference en 2026-11-11T18:13:29.218Z EPAM retired about 5% of its shares for $500 million while sales are guided flat https://theinference.org/article/starlink-s-156-residential-bills-start-nov-30-in-missouri-and-kansas-after-revenue-per-customer-fell-to-69 The Inference en 2026-11-11T18:12:29.956Z Starlink's $156 residential bills start Nov. 30 in Missouri and Kansas after revenue per customer fell to $69 https://theinference.org/article/southern-company-can-sell-12-million-shares-at-any-moment-as-its-capital-plan-could-reach-100-billion The Inference en 2026-11-11T18:11:29.473Z Southern Company can sell 12 million shares at any moment as its capital plan could reach $100 billion https://theinference.org/article/technoprobe-reports-tonight-equita-sees-q4-revenue-down-7-to-292-million-banks-see-double-the-price The Inference en 2026-11-11T17:42:28.694Z Technoprobe reports tonight: Equita sees Q4 revenue down 7% to €292 million; banks see double the price https://theinference.org/article/netflix-used-ai-on-300-titles-this-year-and-cut-its-ad-forecast-to-2-7-billion The Inference en 2026-11-11T17:12:28.281Z Netflix used AI on 300 titles this year and cut its ad forecast to $2.7 billion https://theinference.org/article/elliott-and-brookfield-price-1-4-billion-of-secured-notes-at-10-5-to-fund-their-doubleverify-buyout The Inference en 2026-11-11T17:11:28.484Z Elliott and Brookfield price $1.4 billion of secured notes at 10.5% to fund their DoubleVerify buyout https://theinference.org/article/micron-jumps-12-with-an-86-8-gross-margin-as-coreweave-raises-its-2026-outlook-to-13-3-billion The Inference en 2026-11-11T17:10:29.154Z Micron jumps 12% with an 86.8% gross margin as CoreWeave raises its 2026 outlook to $13.3 billion https://theinference.org/article/google-s-gemini-robotics-2-5-hit-96-on-live-mercedes-production-lines-with-no-order-or-price-attached The Inference en 2026-11-11T17:09:32.375Z Google's Gemini Robotics 2.5 hit 96% on live Mercedes production lines, with no order or price attached https://theinference.org/article/a-middle-east-buyer-commits-405-million-to-aerovironment-s-counter-drone-lasers The Inference en 2026-11-11T17:07:30.807Z A Middle East buyer commits $405 million to AeroVironment's counter-drone lasers https://theinference.org/article/the-stock-palo-alto-networks-paid-cyberark-with-nearly-doubled-165-at-closing-to-326-now The Inference en 2026-11-11T17:06:28.302Z The stock Palo Alto Networks paid CyberArk with nearly doubled, $165 at closing to $326 now https://theinference.org/article/coreweave-named-vast-data-a-partner-then-agreed-to-buy-ssds-directly-from-solidigm-backlog-132-5-billion The Inference en 2026-11-11T17:05:28.049Z CoreWeave named VAST Data a partner, then agreed to buy SSDs directly from Solidigm; backlog $132.5 billion https://theinference.org/article/google-bought-crusoe-s-wyoming-ai-campus-price-undisclosed-as-google-plans-a-17-billion-buildout The Inference en 2026-11-11T17:04:28.176Z Google bought Crusoe's Wyoming AI campus, price undisclosed, as Google plans a $17 billion buildout https://theinference.org/article/palantir-s-revenue-outside-america-is-376-million-a-quarter-as-helsing-launches-a-european-military-ai-rival The Inference en 2026-11-11T17:03:29.198Z Palantir's revenue outside America is $376 million a quarter as Helsing launches a European military AI rival https://theinference.org/article/block-agrees-to-answer-ftc-questions-on-1-500-frozen-square-accounts-by-year-end The Inference en 2026-11-11T17:02:28.378Z Block agrees to answer FTC questions on 1,500 frozen Square accounts by year-end https://theinference.org/article/duke-energy-asks-florida-for-300-mw-of-solar-and-a-1-billion-savings-claim-six-days-after-a-data-center-loss The Inference en 2026-11-11T17:01:28.476Z Duke Energy asks Florida for 300 MW of solar and a $1 billion savings claim, six days after a data-center loss https://theinference.org/article/zeta-global-s-46-growth-was-30-organic-and-its-q4-guide-slows-to-22-to-24 The Inference en 2026-11-11T16:24:29.039Z Zeta Global's 46% growth was 30% organic, and its Q4 guide slows to 22% to 24% https://theinference.org/article/talen-energy-sells-750-mw-of-capacity-for-100-million-a-year-keeps-the-power-merchant The Inference en 2026-11-11T16:21:28.186Z Talen Energy sells 750 MW of capacity for $100 million a year, keeps the power merchant https://theinference.org/article/germany-s-cartel-office-says-paypal-s-no-surcharge-rule-may-violate-competition-law The Inference en 2026-11-11T16:20:28.277Z Germany's cartel office says PayPal's no-surcharge rule may violate competition law https://theinference.org/article/gen-digital-s-antivirus-core-grew-5-while-the-12-headline-rode-debt-funded-moneylion The Inference en 2026-11-11T16:19:28.166Z Gen Digital's antivirus core grew 5% while the 12% headline rode debt-funded MoneyLion https://theinference.org/article/oracle-spent-its-20-billion-funding-cap-in-five-days-then-lost-tencent-and-microsoft The Inference en 2026-11-11T16:18:27.904Z Oracle spent its $20 billion funding cap in five days, then lost Tencent and Microsoft https://theinference.org/article/gov-spanberger-moves-to-force-nextera-s-sealed-fitness-memo-into-the-67-billion-dominion-merger-hearing The Inference en 2026-11-11T16:17:28.095Z Gov. Spanberger moves to force NextEra's sealed fitness memo into the $67 billion Dominion merger hearing https://theinference.org/article/pg-e-freezes-2-billion-of-grid-spending-as-california-s-wildfire-liability-law-stalls The Inference en 2026-11-11T16:16:28.081Z PG&E freezes $2 billion of grid spending as California's wildfire liability law stalls https://theinference.org/article/entergy-tells-louisiana-regulators-its-meta-deal-may-not-save-customers-a-penny-amid-a-33-billion-buildout The Inference en 2026-11-11T16:15:28.064Z Entergy tells Louisiana regulators its Meta deal may not save customers a penny, amid a $33 billion buildout https://theinference.org/article/cleveland-moves-to-swap-100-flock-safety-cameras-for-a-one-year-axon-contract-with-no-price-set The Inference en 2026-11-11T16:14:28.244Z Cleveland moves to swap 100 Flock Safety cameras for a one-year Axon contract, with no price set https://theinference.org/article/groq-asks-private-investors-for-8-billion-2-5-times-its-august-price The Inference en 2026-11-11T16:13:33.067Z Groq asks private investors for $8 billion, 2.5 times its August price https://theinference.org/article/iren-s-3-year-old-nvidia-h100s-re-rented-at-double-the-price-6-billion-of-its-15-billion-build-unfunded The Inference en 2026-11-11T16:04:27.818Z IREN's 3-year-old Nvidia H100s re-rented at double the price; $6 billion of its $15 billion build unfunded https://theinference.org/article/coreweave-raised-prices-twice-in-a-quarter-hippocratic-ai-charges-a-fixed-2-50-an-hour-for-admin-calls The Inference en 2026-11-11T15:54:29.093Z CoreWeave raised prices twice in a quarter; Hippocratic AI charges a fixed $2.50 an hour for admin calls https://theinference.org/article/modine-starts-its-largest-chiller-plant-in-texas-data-center-orders-topped-1-billion-in-a-quarter The Inference en 2026-11-11T15:53:31.533Z Modine starts its largest chiller plant in Texas; data-center orders topped $1 billion in a quarter https://theinference.org/article/musk-says-grok-4-8-trails-claude-opus-5-5-anthropic-will-pay-spacex-3-1-billion-a-month-from-december The Inference en 2026-11-11T15:49:28.141Z Musk says Grok 4.8 trails Claude Opus 5.5; Anthropic will pay SpaceX $3.1 billion a month from December https://theinference.org/article/veeva-moves-ai-to-flat-fees-with-vault-ai-at-10-of-the-vault-subscription-and-no-ai-dollar-yet The Inference en 2026-11-11T15:48:28.164Z Veeva moves AI to flat fees, with Vault AI at 10% of the Vault subscription, and no AI dollar yet https://theinference.org/article/anthropic-s-600-billion-bull-case-exists-only-in-goldman-s-private-ipo-model The Inference en 2026-11-11T15:47:28.661Z Anthropic's $600 billion bull case exists only in Goldman's private IPO model https://theinference.org/article/qualcomm-cuts-about-1-000-jobs-in-india-and-the-wi-fi-and-bluetooth-teams-behind-its-iot-story-take-the-hit The Inference en 2026-11-11T15:46:28.002Z Qualcomm cuts about 1,000 jobs in India, and the Wi-Fi and Bluetooth teams behind its IoT story take the hit https://theinference.org/article/asmpt-kept-its-smt-unit-and-management-says-hbm-stacking-tool-demand-waits-until-2029 The Inference en 2026-11-11T15:45:28.753Z ASMPT kept its SMT unit, and management says HBM stacking-tool demand waits until 2029 https://theinference.org/article/anthropic-s-claude-hosts-adobe-apps-and-sells-a-figjam-rival-while-figma-s-connector-is-still-in-development The Inference en 2026-11-11T15:16:27.809Z Anthropic hosts Adobe apps in Claude and sells a FigJam rival, while Figma's connector is still in development https://theinference.org/article/google-opens-its-strongest-gemini-model-at-2-per-million-tokens-ahead-of-anthropic-s-ipo-pricing-nov-18 The Inference en 2026-11-11T15:14:27.440Z Google opens its strongest Gemini model at $2 per million tokens ahead of Anthropic's IPO pricing Nov. 18 https://theinference.org/article/temu-s-monthly-active-users-fell-18-in-october-before-europe-s-full-5-per-item-toll-hits-pdd The Inference en 2026-11-11T15:13:27.710Z Temu's monthly active users fell 18% in October, before Europe's full €5 per-item toll hits PDD https://theinference.org/article/pinnacle-west-s-arizona-public-service-asks-regulators-for-a-25-year-tsmc-deal-covering-1-9-gigawatts The Inference en 2026-11-11T15:12:27.222Z Pinnacle West's Arizona Public Service asks regulators for a 25-year TSMC deal covering 1.9 gigawatts https://theinference.org/article/percona-shipped-a-free-mongodb-ai-search-twin-btig-s-417-target-on-mongodb-rests-on-atlas The Inference en 2026-11-11T15:11:27.379Z Percona shipped a free MongoDB AI search twin; BTIG's $417 target on MongoDB rests on Atlas https://theinference.org/article/the-information-reports-snowflake-and-hubspot-are-avoiding-ai-spending-caps-that-bind The Inference en 2026-11-11T15:10:27.444Z Snowflake's agents dodge the spending caps that made them safe to buy https://theinference.org/article/thirteen-banks-cut-microchip-technology-targets-none-dropped-buy-consensus-sits-43-above-60-33 The Inference en 2026-11-11T15:09:27.493Z Thirteen banks cut Microchip targets, none dropped Buy; consensus sits 43% above $60.33 https://theinference.org/article/mckinsey-agent-token-bills-could-reach-20-of-bank-labor-costs-jpmorgan-caps-claude-code-at-2-000-a-month The Inference en 2026-11-11T15:08:26.793Z McKinsey: agent token bills could reach 20% of bank labor costs; JPMorgan caps Claude Code at $2,000 a month https://theinference.org/article/ibm-ends-visa-sponsorship-for-most-roles-in-its-150-000-person-consulting-arm The Inference en 2026-11-11T15:07:28.153Z IBM ends visa sponsorship for most roles in its 150,000-person consulting arm https://theinference.org/article/mercor-raises-750-million-at-20-billion-on-a-tasker-network-paying-2-to-10-an-hour The Inference en 2026-11-11T15:06:27.226Z Mercor raises $750 million at $20 billion on a tasker network paying $2 to $10 an hour https://theinference.org/article/jfrog-s-ceo-sold-1-5-million-of-stock-into-the-record-ai-rally The Inference en 2026-11-11T14:58:27.596Z JFrog's CEO sold $1.5 million of stock into the record AI rally https://theinference.org/article/mediatek-needs-november-and-december-to-jump-41-52-over-october-to-cash-its-q4-guide The Inference en 2026-11-11T14:48:26.395Z MediaTek needs November and December to jump 41-52% over October to cash its Q4 guide https://theinference.org/article/stmicroelectronics-ceo-warns-ai-data-centers-are-starving-car-chip-lines-aumovio-sees-a-1-billion-2027-hit The Inference en 2026-11-11T14:31:27.757Z STMicroelectronics CEO warns AI data centers are starving car-chip lines; Aumovio sees a €1 billion 2027 hit https://theinference.org/article/samsung-electro-mechanics-capacitor-wait-hits-61-weeks-on-digikey-five-times-the-industry-norm The Inference en 2026-11-11T14:19:26.346Z Samsung Electro-Mechanics' capacitor wait hits 61 weeks on DigiKey, five times the industry norm https://theinference.org/article/quanta-services-expects-its-data-center-construction-line-to-grow-260-to-280-in-2026 The Inference en 2026-11-11T14:17:26.425Z Quanta Services expects its data-center construction line to grow 260% to 280% in 2026 https://theinference.org/article/cerebras-cto-and-coo-sold-228-million-under-prearranged-plans-before-the-lock-up-expired-november-9 The Inference en 2026-11-11T14:16:26.433Z Cerebras CTO and COO sold $228 million under prearranged plans before the lock-up expired November 9 https://theinference.org/article/openai-says-its-models-go-dark-in-cursor-on-nov-12-and-spacex-s-7-56-billion-segment-shows-no-split The Inference en 2026-11-11T14:15:30.215Z OpenAI says its models go dark in Cursor on Nov. 12, and SpaceX's $7.56 billion segment shows no split https://theinference.org/article/anthropic-s-ipo-filing-says-either-side-can-cancel-34-9-billion-of-its-41-3-billion-lambda-deal The Inference en 2026-11-11T14:14:26.558Z Anthropic's IPO filing says either side can cancel $34.9 billion of its $41.3 billion Lambda deal https://theinference.org/article/halve-dram-prices-and-cxmt-would-still-earn-a-79-margin-charles-kau-says-ten-fabs-could-flood-dram-by-2028 The Inference en 2026-11-11T14:13:28.394Z Halve DRAM prices and CXMT would still earn a 79% margin; Charles Kau says ten fabs could flood DRAM by 2028 https://theinference.org/article/coreweave-s-300-000-gpus-come-off-contract-paid-for-its-47-billion-of-debt-is-not The Inference en 2026-11-11T14:12:29.812Z CoreWeave's 300,000 GPUs come off contract paid for; its $47 billion of debt is not https://theinference.org/article/spacex-pays-singulus-67-million-for-the-first-starmind-solar-cell-line-its-first-priced-orbital-hardware The Inference en 2026-11-11T02:16:20.736Z SpaceX pays Singulus $67 million for the first Starmind solar-cell line, its first priced orbital hardware 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