https://theinference.org/article/ytl-power-s-72-7-rally-prices-a-data-centre-listing-the-company-has-not-announced The Inference en 2026-10-02T02:34:33.764Z YTL Power's 72.7% rally prices a data centre listing the company has not announced https://theinference.org/article/amazon-gives-the-decider-away-and-the-agent-s-cheapest-calls-come-off-the-meter The Inference en 2026-10-02T02:34:30.354Z Amazon gives the decider away, and the agent's cheapest calls come off the meter https://theinference.org/article/trump-got-a-letter-from-a-michigan-township-rwe-got-1-22-billion The Inference en 2026-10-02T02:34:26.849Z Trump got a letter from a Michigan township; RWE got $1.22 billion https://theinference.org/article/goldman-s-record-25-target-prices-an-iberdrola-plan-that-does-not-exist-yet The Inference en 2026-10-02T02:34:23.196Z Goldman's record €25 target prices an Iberdrola plan that does not exist yet https://theinference.org/article/seagate-s-ceo-banked-75-6m-in-september-the-bigger-buyback-waits-for-2027 The Inference en 2026-10-02T02:34:19.593Z Seagate's CEO banked $75.6m in September; the bigger buyback waits for 2027 https://theinference.org/article/sempra-s-chosen-quarter-for-the-10b-kkr-close-ended-with-no-close-and-a-52-week-low The Inference en 2026-10-02T02:34:14.585Z Sempra's chosen quarter for the $10B KKR close ended with no close and a 52-week low https://theinference.org/article/onsemi-pays-123-a-share-in-cash-to-keep-synaptics-away-from-a-nameless-rival The Inference en 2026-10-02T02:34:10.997Z Onsemi pays $123 a share in cash to keep Synaptics away from a nameless rival https://theinference.org/article/ai-tenants-took-half-of-tech-office-leasing-the-rest-of-tech-is-retreating The Inference en 2026-10-02T02:34:07.162Z AI Tenants Took Half of Tech Office Leasing. The Rest of Tech Is Retreating. https://theinference.org/article/mercadolibre-s-new-bond-prices-the-cost-of-its-75-credit-boom The Inference en 2026-10-02T02:34:02.814Z MercadoLibre's new bond prices the cost of its 75% credit boom https://theinference.org/article/paypal-s-cut-list-names-the-engineers-behind-its-1-5bn-ai-bet The Inference en 2026-10-02T02:33:59.346Z PayPal's cut list names the engineers behind its $1.5bn AI bet https://theinference.org/article/s-p-global-bought-the-code-under-37-trillion-of-on-chain-value The Inference en 2026-10-02T02:33:55.923Z S&P Global bought the code under $37 trillion of on-chain value https://theinference.org/article/robinhood-s-hedge-for-its-156-million-betting-line-is-priced-at-zero The Inference en 2026-10-02T02:33:51.574Z Robinhood's Hedge for Its $156 Million Betting Line Is Priced at Zero https://theinference.org/article/goldman-s-succession-math-80m-to-hold-the-heir-records-to-hold-the-incumbent The Inference en 2026-10-02T02:33:48.170Z Goldman's succession math: $80m to hold the heir, records to hold the incumbent https://theinference.org/article/chime-bought-its-bank-for-590-million-block-filed-for-one-and-left-the-price-blank The Inference en 2026-10-02T02:33:44.764Z Chime bought its bank for $590 million; Block filed for one and left the price blank https://theinference.org/article/zeta-became-ai-infrastructure-in-an-x-post-the-stock-now-clears-every-analyst-target The Inference en 2026-10-02T02:33:41.356Z Zeta became 'AI infrastructure' in an X post. The stock now clears every analyst target. https://theinference.org/article/elevenlabs-22b-mark-prices-the-agent-calls-not-the-voices The Inference en 2026-10-02T02:33:37.967Z ElevenLabs' $22B mark prices the agent calls, not the voices https://theinference.org/article/trm-s-feed-turned-away-50-million-of-bitget-s-stolen-money-and-its-counts-just-entered-ofac-s-designations The Inference en 2026-10-02T02:33:34.559Z TRM's Feed Turned Away $50 Million of Bitget's Stolen Money, and Its Counts Just Entered OFAC's Designations https://theinference.org/article/crowdstrike-sets-up-shop-inside-openai-s-prepaid-ai-budget The Inference en 2026-10-02T02:33:31.141Z CrowdStrike sets up shop inside OpenAI's prepaid AI budget https://theinference.org/article/the-army-paid-lockheed-1-2-billion-then-put-its-next-missile-up-for-bid The Inference en 2026-10-02T02:33:27.710Z The Army Paid Lockheed $1.2 Billion, Then Put Its Next Missile Up for Bid https://theinference.org/article/sterlite-s-1-2-billion-order-may-be-its-1-11-billion-order-again The Inference en 2026-10-02T02:33:24.302Z Sterlite's $1.2 Billion Order May Be Its $1.11 Billion Order Again https://theinference.org/article/sse-defends-the-charge-on-british-bills-the-morning-its-interim-earnings-nearly-double The Inference en 2026-10-02T02:33:20.658Z SSE defends the charge on British bills the morning its interim earnings nearly double https://theinference.org/article/maverick-s-sellers-bank-1-75-billion-today-nvent-s-creditors-collect-6-15-until-2036 The Inference en 2026-10-02T02:33:17.181Z Maverick's sellers bank $1.75 billion today; nVent's creditors collect 6.15% until 2036 https://theinference.org/article/lg-swaps-chinese-cells-for-costlier-korean-ones-in-korea-s-biggest-battery-tender The Inference en 2026-10-02T02:33:13.620Z LG swaps Chinese cells for costlier Korean ones in Korea's biggest battery tender https://theinference.org/article/flex-hires-a-cfo-for-its-post-ai-future-while-insiders-sell-119-million-of-the-present The Inference en 2026-10-02T02:33:10.201Z Flex hires a CFO for its post-AI future while insiders sell $119 million of the present https://theinference.org/article/four-robot-dogs-one-chaperone-skild-ai-s-14-billion-airport-debut The Inference en 2026-10-02T02:33:06.802Z Four robot dogs, one chaperone: Skild AI's $14 billion airport debut https://theinference.org/article/novo-cuts-108-more-us-jobs-days-after-a-2-6bn-deal-for-a-pill-never-tested-in-humans The Inference en 2026-10-02T02:33:02.165Z Novo cuts 108 more US jobs days after a $2.6bn deal for a pill never tested in humans https://theinference.org/article/anthropic-wants-glm-5-3-contained-thinking-machines-serves-it-in-production The Inference en 2026-10-02T02:32:57.842Z Anthropic wants GLM-5.3 contained. Thinking Machines serves it in production. https://theinference.org/article/reflection-ai-locked-up-to-7-3-billion-of-gpu-rent-inside-a-token-price-war The Inference en 2026-10-02T02:32:54.316Z Reflection AI locked up to $7.3 billion of GPU rent inside a token price war https://theinference.org/article/iflytek-s-growth-now-sits-in-the-businesses-security-hawks-want-stopped The Inference en 2026-10-02T02:32:50.752Z iFlytek's growth now sits in the businesses security hawks want stopped https://theinference.org/article/wisetech-s-clippership-shutdown-gets-its-first-price-tag-995-plus-6-financing The Inference en 2026-10-02T02:32:47.336Z WiseTech's Clippership shutdown gets its first price tag: $995 plus 6% financing https://theinference.org/article/toast-s-revenue-chief-steps-down-as-doordash-aims-at-the-add-ons-he-sells The Inference en 2026-10-02T02:32:43.728Z Toast's revenue chief steps down as DoorDash aims at the add-ons he sells https://theinference.org/article/shopify-hands-ai-agents-the-buy-button-and-merchants-the-bill The Inference en 2026-10-02T02:32:40.275Z Shopify hands AI agents the buy button and merchants the bill https://theinference.org/article/shein-lost-a-third-of-its-value-and-became-temu-s-only-public-gauge The Inference en 2026-10-02T02:32:36.842Z Shein lost a third of its value and became Temu's only public gauge https://theinference.org/article/google-rents-to-lovable-sells-for-lovable-and-backs-the-lab-behind-its-brain The Inference en 2026-10-02T02:32:33.412Z Google rents to Lovable, sells for Lovable and backs the lab behind its brain https://theinference.org/article/anduril-cleared-the-pentagon-s-weapons-test-then-its-founder-got-a-seat-on-the-war-study The Inference en 2026-10-02T02:32:29.999Z Anduril cleared the Pentagon's weapons test, then its founder got a seat on the war study https://theinference.org/article/nearly-half-of-anthropic-s-sales-clear-through-amazon-and-google-its-rivals-and-landlords The Inference en 2026-10-02T02:32:25.309Z Nearly Half of Anthropic's Sales Clear Through Amazon and Google, Its Rivals and Landlords https://theinference.org/article/workday-cuts-500-staff-mostly-product-and-holds-every-profit-guide-except-gaap The Inference en 2026-10-01T16:04:32.265Z Workday cuts 500 staff, mostly product, and holds every profit guide except GAAP https://theinference.org/article/sivers-hands-staff-7-28-million-options-and-sends-existing-owners-the-bill The Inference en 2026-10-01T16:04:31.295Z Sivers Hands Staff 7.28 Million Options and Sends Existing Owners the Bill https://theinference.org/article/factory-and-cognition-are-fighting-over-a-salesman-because-cursor-and-anthropic-already-won The Inference en 2026-10-01T16:04:30.314Z Factory and Cognition are fighting over a salesman because Cursor and Anthropic already won https://theinference.org/article/xcel-s-billing-mess-meets-the-rate-case-that-funds-its-data-center-build The Inference en 2026-10-01T16:04:28.784Z Xcel's billing mess meets the rate case that funds its data center build https://theinference.org/article/maxlinear-launches-a-price-cut-for-cable-weeks-after-its-ceo-sold-50-million-of-stock The Inference en 2026-10-01T16:04:24.991Z MaxLinear Launches a Price Cut for Cable, Weeks After Its CEO Sold $50 Million of Stock https://theinference.org/article/the-160m-ai-chip-zone-anchored-by-a-company-its-own-customer-had-to-rescue The Inference en 2026-10-01T16:04:21.896Z The £160m AI chip zone anchored by a company its own customer had to rescue https://theinference.org/article/lumentum-s-43-5-million-axt-deposit-is-july-s-contract-dressed-up-as-september-news The Inference en 2026-10-01T16:04:20.903Z Lumentum's $43.5 million AXT deposit is July's contract dressed up as September news https://theinference.org/article/credo-s-coo-sold-20-6-million-of-stock-in-one-day-and-moved-175-000-shares-into-family-trusts The Inference en 2026-10-01T16:04:19.914Z Credo's COO sold $20.6 million of stock in one day and moved 175,000 shares into family trusts https://theinference.org/article/ttm-armed-a-seven-week-self-destruct-on-500-million-of-notes-epiq-closed-in-time The Inference en 2026-10-01T16:04:18.880Z TTM armed a seven-week self-destruct on $500 million of notes. Epiq closed in time. https://theinference.org/article/openai-reviews-gitlab-s-code-for-a-fifth-of-the-price-while-gitlab-s-founder-and-cto-sell-103m The Inference en 2026-10-01T16:04:17.075Z OpenAI reviews GitLab's code for a fifth of the price while GitLab's founder and CTO sell $103M https://theinference.org/article/vrbo-lifts-its-cut-of-every-booking-to-12-while-airbnb-sells-the-search The Inference en 2026-10-01T16:04:12.302Z Vrbo lifts its cut of every booking to 12% while Airbnb sells the search https://theinference.org/article/mongodb-raised-its-growth-targets-on-an-engine-it-does-not-own The Inference en 2026-10-01T16:04:11.281Z MongoDB raised its growth targets on an engine it does not own https://theinference.org/article/duolingo-s-ceo-sold-his-last-direct-shares-as-evercore-doubled-its-target The Inference en 2026-10-01T16:04:10.296Z Duolingo's CEO sold his last direct shares as Evercore doubled its target https://theinference.org/article/the-man-who-scaled-servicenow-to-10-billion-now-sells-meta-s-ai-at-2-per-million-tokens The Inference en 2026-10-01T16:04:09.227Z The Man Who Scaled ServiceNow to $10 Billion Now Sells Meta's AI at $2 per Million Tokens https://theinference.org/article/hubspot-counts-customers-meta-gives-away-the-agent-halligan-sells The Inference en 2026-10-01T16:04:08.236Z HubSpot Counts Customers, Meta Gives Away the Agent, Halligan Sells https://theinference.org/article/tata-s-besi-partnership-is-a-study-not-an-order-and-besi-trades-at-74x The Inference en 2026-10-01T16:04:06.680Z Tata's Besi partnership is a study, not an order, and Besi trades at 74x https://theinference.org/article/cl0p-robbed-windchill-from-inside-the-app-ptc-is-opening-the-same-door-to-ai-agents The Inference en 2026-10-01T16:04:04.043Z Cl0p Robbed Windchill From Inside the App. PTC Is Opening the Same Door to AI Agents https://theinference.org/article/nextera-s-texas-ai-campus-answers-to-two-governments-its-67-billion-merger-answers-to-ratepayers The Inference en 2026-10-01T16:04:03.062Z NextEra's Texas AI campus answers to two governments. Its $67 billion merger answers to ratepayers https://theinference.org/article/clearances-in-leverage-gone-skyworks-gives-qorvo-s-117-million-holdouts-until-closing-day The Inference en 2026-10-01T16:04:00.653Z Clearances in, leverage gone: Skyworks gives Qorvo's $117 million holdouts until closing day https://theinference.org/article/a-wisconsin-docket-now-sets-the-clock-on-oracle-s-300-billion-openai-backlog The Inference en 2026-10-01T16:03:58.690Z A Wisconsin docket now sets the clock on Oracle's $300 billion OpenAI backlog https://theinference.org/article/five-lawmakers-ask-ferc-to-kill-the-33-4-billion-aes-buyout-over-its-return-math The Inference en 2026-10-01T16:03:57.338Z Five lawmakers ask FERC to kill the $33.4 billion AES buyout over its return math https://theinference.org/article/idc-counted-almost-25-000-humanoids-two-thirds-still-do-demos-not-work The Inference en 2026-10-01T16:03:54.988Z IDC counted almost 25,000 humanoids; two-thirds still do demos, not work https://theinference.org/article/cisco-ships-the-password-the-market-pays-the-multiple The Inference en 2026-10-01T16:03:53.962Z Cisco ships the password, the market pays the multiple https://theinference.org/article/louisiana-puts-meta-s-gigawatt-on-trial-and-meta-won-t-take-the-stand The Inference en 2026-10-01T16:03:52.889Z Louisiana puts Meta's gigawatt on trial, and Meta won't take the stand https://theinference.org/article/enel-s-sao-paulo-concession-now-waits-on-a-minister-named-in-a-banker-s-seized-messages The Inference en 2026-10-01T16:03:51.832Z Enel's São Paulo concession now waits on a minister named in a banker's seized messages https://theinference.org/article/siemens-energy-sold-1-7-gw-of-mobile-gas-while-regulators-doubt-the-ai-load-it-feeds The Inference en 2026-10-01T16:03:50.774Z Siemens Energy Sold 1.7 GW of Mobile Gas While Regulators Doubt the AI Load It Feeds https://theinference.org/article/robinhood-s-156-million-event-contract-quarter-rests-on-a-word-the-courts-keep-rewriting The Inference en 2026-10-01T16:03:49.782Z Robinhood's $156 million event-contract quarter rests on a word the courts keep rewriting https://theinference.org/article/broadcom-turns-its-biggest-chip-customer-into-its-biggest-borrower The Inference en 2026-10-01T16:03:48.777Z Broadcom turns its biggest chip customer into its biggest borrower https://theinference.org/article/centerpoint-sold-its-ohio-gas-utility-for-2-62-billion-and-got-an-iou-for-1-2-billion-of-it The Inference en 2026-10-01T16:03:47.792Z CenterPoint sold its Ohio gas utility for $2.62 billion and got an IOU for $1.2 billion of it https://theinference.org/article/ardian-set-centrotherm-s-exit-at-8-74-a-share-then-the-order-forecast-nearly-tripled The Inference en 2026-10-01T16:03:46.810Z Ardian set centrotherm's exit at €8.74 a share, then the order forecast nearly tripled https://theinference.org/article/chinese-tools-were-one-reason-hua-hong-came-in-1-26bn-under-budget-hwatsing-wants-3-8bn The Inference en 2026-10-01T16:03:45.742Z Chinese tools were one reason Hua Hong came in ¥1.26bn under budget; Hwatsing wants ¥3.8bn https://theinference.org/article/tokyo-re-rated-memory-tools-11-overnight-lam-the-logic-play-stood-still The Inference en 2026-10-01T16:03:44.563Z Tokyo re-rated memory tools 11% overnight. Lam, the logic play, stood still. https://theinference.org/article/marvell-and-mediatek-are-double-booking-one-tight-taiwan-wafer-queue The Inference en 2026-10-01T16:03:43.129Z Marvell and MediaTek are double-booking one tight Taiwan wafer queue https://theinference.org/article/meta-s-best-month-since-2022-ends-with-its-data-center-debt-at-91-cents The Inference en 2026-10-01T16:03:42.084Z Meta's best month since 2022 ends with its data-center debt at 91 cents https://theinference.org/article/nsig-loses-its-chairman-into-a-widening-loss-and-the-only-three-analysts-see-30-downside The Inference en 2026-10-01T16:03:40.620Z NSIG loses its chairman into a widening loss, and the only three analysts see 30% downside https://theinference.org/article/nanya-buys-nt-8-37bn-of-tools-while-cmc-magnetics-sells-nt-1-35bn-of-its-stock The Inference en 2026-10-01T16:03:39.200Z Nanya buys NT$8.37bn of tools while CMC Magnetics sells NT$1.35bn of its stock https://theinference.org/article/renesas-is-seeding-ai-racks-with-a-chip-navitas-wants-a-court-to-ban The Inference en 2026-10-01T16:03:38.213Z Renesas is seeding AI racks with a chip Navitas wants a court to ban https://theinference.org/article/samsung-s-foundry-revival-is-samsung-buying-from-samsung The Inference en 2026-10-01T16:03:37.182Z Samsung's foundry revival is Samsung buying from Samsung https://theinference.org/article/synopsys-promised-50-margins-then-agreed-to-share-the-new-revenue-with-openai The Inference en 2026-10-01T16:03:36.210Z Synopsys promised 50% margins, then agreed to share the new revenue with OpenAI https://theinference.org/article/teradyne-s-ceo-resigns-from-technoprobe-s-board-the-day-goldman-sees-2026-profit-tripling The Inference en 2026-10-01T16:03:35.228Z Teradyne's CEO resigns from Technoprobe's board the day Goldman sees 2026 profit tripling https://theinference.org/article/workday-sells-one-payroll-vault-to-three-rival-verification-toll-booths-at-once The Inference en 2026-10-01T16:03:34.233Z Workday Sells One Payroll Vault to Three Rival Verification Toll Booths at Once https://theinference.org/article/the-state-that-paid-99-million-for-workday-payroll-now-wants-a-university-to-run-it-instead The Inference en 2026-10-01T16:03:33.231Z The state that paid $99 million for Workday payroll now wants a university to run it instead https://theinference.org/article/alphasense-measures-the-ai-price-war-and-its-own-bill-is-falling The Inference en 2026-10-01T16:03:32.096Z AlphaSense measures the AI price war, and its own bill is falling https://theinference.org/article/victory-giant-sold-2-6-billion-of-stock-six-days-before-another-10-percent-drop The Inference en 2026-10-01T02:12:16.347Z Victory Giant Sold $2.6 Billion of Stock Six Days Before Another 10 Percent Drop https://theinference.org/article/one-company-would-own-every-nuclear-plant-in-new-england-four-states-just-asked-ferc-to-stop-it The Inference en 2026-10-01T02:12:04.717Z One company would own every nuclear plant in New England. Four states just asked FERC to stop it. https://theinference.org/article/smic-paid-5-58b-for-the-rest-of-its-northern-fab-just-as-beijing-reopened-the-door-to-nvidia The Inference en 2026-10-01T02:11:51.103Z SMIC paid $5.58B for the rest of its northern fab just as Beijing reopened the door to Nvidia https://theinference.org/article/hyperscalers-set-the-socket-infineon-ships-renesas-waits-until-mid-2027 The Inference en 2026-10-01T02:11:42.461Z Hyperscalers set the socket, Infineon ships, Renesas waits until mid-2027 https://theinference.org/article/ai-s-chokepoint-moved-to-the-test-bench-and-three-rivals-just-demonstrated-the-way-around-keysight The Inference en 2026-10-01T02:11:31.157Z AI's chokepoint moved to the test bench, and three rivals just demonstrated the way around Keysight https://theinference.org/article/under-oath-today-the-jobsohio-chairman-who-advised-firstenergy-the-night-of-the-bribe The Inference en 2026-10-01T02:11:21.538Z Under oath today: the JobsOhio chairman who advised FirstEnergy the night of the bribe https://theinference.org/article/fico-s-worst-day-since-1989-the-toll-got-repriced-before-anyone-can-count-it The Inference en 2026-10-01T02:10:48.158Z FICO's worst day since 1989: the toll got repriced before anyone can count it https://theinference.org/article/openai-turned-speed-into-a-6x-priced-product-whose-chips-serve-it-is-the-48b-question The Inference en 2026-10-01T02:10:37.682Z OpenAI turned speed into a 6X-priced product; whose chips serve it is the $48B question https://theinference.org/article/micron-s-customers-paid-12-9-billion-up-front-to-hold-their-place-in-the-memory-line The Inference en 2026-10-01T02:10:18.110Z Micron's Customers Paid $12.9 Billion Up Front to Hold Their Place in the Memory Line https://theinference.org/article/deepseek-just-gave-away-the-software-layer-nvidia-s-china-moat-stands-on The Inference en 2026-10-01T02:09:26.404Z DeepSeek just gave away the software layer Nvidia's China moat stands on https://theinference.org/article/doordash-agreed-to-pay-131-5-million-for-its-couriers-past-then-unveiled-the-drone-for-their-future The Inference en 2026-10-01T02:09:14.289Z DoorDash agreed to pay $131.5 million for its couriers' past, then unveiled the drone for their future https://theinference.org/article/micron-s-numbers-look-unreal-its-fab-workers-are-betting-they-re-real The Inference en 2026-10-01T02:09:02.890Z Micron's Numbers Look Unreal. Its Fab Workers Are Betting They're Real. https://theinference.org/article/amazon-bought-20-years-of-nuclear-power-the-day-pjm-s-backstop-auction-failed-to-open The Inference en 2026-10-01T02:08:57.109Z Amazon Bought 20 Years of Nuclear Power the Day PJM's Backstop Auction Failed to Open https://theinference.org/article/skyworks-cleared-to-close-qorvo-on-monday-apple-s-iphone-board-shows-what-the-22-billion-buys The Inference en 2026-09-30T20:13:54.324Z Skyworks Cleared to Close Qorvo on Monday; Apple's iPhone Board Shows What the $22 Billion Buys https://theinference.org/article/hbm-takes-30-of-the-wafers-and-13-of-the-bits-and-conventional-dram-pays-for-it The Inference en 2026-09-30T20:13:53.324Z HBM takes 30% of the wafers and 13% of the bits, and conventional DRAM pays for it https://theinference.org/article/sap-promises-a-historic-ai-windfall-and-its-own-pricing-shows-where-the-deflation-lands The Inference en 2026-09-30T20:13:52.324Z SAP promises a historic AI windfall, and its own pricing shows where the deflation lands https://theinference.org/article/fired-for-using-chatgpt-the-raters-inside-openai-s-human-moat The Inference en 2026-09-30T19:37:15.100Z Fired for using ChatGPT: the raters inside OpenAI's human moat https://theinference.org/article/doj-demands-nvidia-s-groq-files-was-the-20-billion-license-a-merger-in-disguise The Inference en 2026-09-30T19:37:13.945Z DOJ demands Nvidia's Groq files: was the $20 billion license a merger in disguise? https://theinference.org/article/anthropic-wrote-its-own-export-rules-into-opus-5-5-and-amazon-s-chip-tripped-them The Inference en 2026-09-30T19:37:12.708Z Anthropic Wrote Its Own Export Rules Into Opus 5.5, and Amazon's Chip Tripped Them https://theinference.org/article/cloudflare-disclosed-a-cross-tenant-sandbox-leak-the-day-after-its-stock-hit-a-record-353 The Inference en 2026-09-30T19:37:11.199Z Cloudflare disclosed a cross-tenant sandbox leak the day after its stock hit a record $353 https://theinference.org/article/raters-lift-bending-spoons-debt-to-bb-while-the-number-that-tests-its-28b-value-stays-hidden The Inference en 2026-09-30T19:37:10.142Z Raters lift Bending Spoons' debt to BB- while the number that tests its $28B value stays hidden https://theinference.org/article/days-after-an-8-selloff-novo-pays-a-microcap-up-to-1-3b-to-make-its-shots-monthly The Inference en 2026-09-30T19:37:09.058Z Days after an 8% selloff, Novo pays a microcap up to $1.3B to make its shots monthly https://theinference.org/article/roblox-s-child-safety-problem-is-now-a-bookings-problem The Inference en 2026-09-30T19:37:08.029Z Roblox's child-safety problem is now a bookings problem https://theinference.org/article/washington-bought-a-stake-in-rigetti-its-ceo-sold-shares-the-next-morning The Inference en 2026-09-30T19:37:07.044Z Washington bought a stake in Rigetti. Its CEO sold shares the next morning. https://theinference.org/article/sierra-s-pay-per-resolution-agents-go-live-across-an-80-million-line-telco-network-as-600m-in-cuts-looms The Inference en 2026-09-30T19:37:05.912Z Sierra's pay-per-resolution agents go live across an 80-million-line telco network as £600m in cuts looms https://theinference.org/article/lock-the-firms-tune-beijing-s-open-weights-sell-to-a-publisher-legal-ai-vs-openai The Inference en 2026-09-30T19:37:04.848Z Lock the firms, tune Beijing's open weights, sell to a publisher: legal AI vs OpenAI https://theinference.org/article/moody-s-stamps-926-million-of-neocloud-gpus-investment-grade-and-the-shorts-are-not-buying-it The Inference en 2026-09-30T19:37:03.807Z Moody's stamps $926 million of neocloud GPUs investment grade, and the shorts are not buying it https://theinference.org/article/eu-approves-450m-czech-grant-for-onsemi-s-ev-era-chips-while-the-model-runs-on-ai The Inference en 2026-09-30T19:37:02.757Z EU approves €450M Czech grant for onsemi's EV-era chips while the model runs on AI https://theinference.org/article/uber-keeps-buying-local-dominance-and-this-week-regulators-sent-the-bill The Inference en 2026-09-30T19:37:01.773Z Uber keeps buying local dominance, and this week regulators sent the bill https://theinference.org/article/semianalysis-calls-iren-s-old-sites-the-industry-s-worst-the-street-s-median-target-is-80 The Inference en 2026-09-30T19:37:00.804Z SemiAnalysis calls IREN's old sites the industry's worst; the Street's median target is $80 https://theinference.org/article/nutanix-s-commercial-chief-exits-with-no-successor-and-the-ceo-takes-his-job The Inference en 2026-09-30T19:36:59.834Z Nutanix's commercial chief exits with no successor, and the CEO takes his job https://theinference.org/article/tesla-can-t-build-its-robot-s-hands-reliably-so-it-will-lease-the-robots The Inference en 2026-09-30T19:36:58.755Z Tesla can't build its robot's hands reliably, so it will lease the robots https://theinference.org/article/thinking-machines-will-pay-crusoe-65-million-a-year-to-serve-models-it-gives-away The Inference en 2026-09-30T19:36:57.430Z Thinking Machines will pay Crusoe $65 million a year to serve models it gives away https://theinference.org/article/xiaomi-s-300-day-one-fold-is-the-one-phone-it-won-t-sell-outside-china The Inference en 2026-09-30T19:36:56.471Z Xiaomi's 300% day-one fold is the one phone it won't sell outside China https://theinference.org/article/snap-aims-its-3-5-billion-glasses-at-workers-while-lawyers-dismantle-its-teen-ad-engine The Inference en 2026-09-30T19:36:55.490Z Snap aims its $3.5 billion glasses at workers while lawyers dismantle its teen ad engine https://theinference.org/article/nscale-sold-3-36-billion-of-its-ipo-at-a-reported-discount-just-not-to-the-public The Inference en 2026-09-30T19:36:54.505Z Nscale sold $3.36 billion of its IPO at a reported discount, just not to the public https://theinference.org/article/openai-s-agents-hacked-government-databases-for-obscure-statistics-everyone-else-carries-the-bill The Inference en 2026-09-30T19:36:53.526Z OpenAI's agents hacked government databases for obscure statistics. Everyone else carries the bill https://theinference.org/article/cognition-snubbed-spacex-doubled-to-a-1-billion-run-rate-and-priced-itself-at-48x The Inference en 2026-09-30T19:36:52.364Z Cognition snubbed SpaceX, doubled to a $1 billion run rate, and priced itself at 48x https://theinference.org/article/hsbc-prices-twilio-s-muse-windfall-at-14-a-share-the-rally-paid-75 The Inference en 2026-09-30T19:36:51.253Z HSBC prices Twilio's Muse windfall at $14 a share; the rally paid $75 https://theinference.org/article/bytedance-rents-a-fifth-of-china-s-24-gigawatt-datacenter-fleet-and-no-filing-shows-it The Inference en 2026-09-30T19:36:50.276Z ByteDance rents a fifth of China's 24-gigawatt datacenter fleet, and no filing shows it https://theinference.org/article/supabase-hit-10-billion-and-researchers-just-counted-16-326-hosted-databases-open-to-anyone The Inference en 2026-09-30T19:36:49.272Z Supabase hit $10 billion, and researchers just counted 16,326 hosted databases open to anyone https://theinference.org/article/the-tesla-semi-s-fuel-math-runs-on-the-iran-war The Inference en 2026-09-30T19:36:48.301Z The Tesla Semi's Fuel Math Runs on the Iran War https://theinference.org/article/sk-hynix-paid-intel-8-8-billion-for-nand-the-ipo-talk-is-150-billion The Inference en 2026-09-30T19:36:47.219Z SK Hynix paid Intel $8.8 billion for NAND. The IPO talk is $150 billion. https://theinference.org/article/court-hands-the-pentagon-a-vendor-kill-switch-weeks-before-anthropic-s-2-trillion-ipo The Inference en 2026-09-30T19:36:45.982Z Court hands the Pentagon a vendor kill switch weeks before Anthropic's $2 trillion IPO https://theinference.org/article/aurora-promises-30-000-driverless-trucks-by-2030-uber-already-sold-1-1-billion-of-that-story The Inference en 2026-09-30T19:36:44.956Z Aurora promises 30,000 driverless trucks by 2030. Uber already sold $1.1 billion of that story https://theinference.org/article/entergy-sued-the-arkansas-papers-that-printed-google-s-power-bill-then-dropped-the-case The Inference en 2026-09-30T19:36:43.941Z Entergy sued the Arkansas papers that printed Google's power bill, then dropped the case https://theinference.org/article/wall-street-values-talen-at-514-its-own-wells-found-arsenic The Inference en 2026-09-30T19:36:42.902Z Wall Street values Talen at $514. Its own wells found arsenic. https://theinference.org/article/xai-offers-southaven-cash-for-houses-and-a-signed-promise-not-to-sue The Inference en 2026-09-30T19:36:41.549Z xAI Offers Southaven Cash for Houses and a Signed Promise Not to Sue https://theinference.org/article/triton-shops-trench-the-grid-maker-siemens-sold-at-the-bottom-for-a-fraction-of-its-order-book The Inference en 2026-09-30T19:36:40.338Z Triton shops Trench, the grid maker Siemens sold at the bottom for a fraction of its order book https://theinference.org/article/north-carolina-kills-duke-s-584m-gas-plant-over-ai-demand-it-can-t-verify The Inference en 2026-09-30T19:36:38.358Z North Carolina kills Duke's $584M gas plant over AI demand it can't verify https://theinference.org/article/jane-street-lost-15-billion-in-july-and-still-set-a-record-now-regulators-want-to-know-who-financed-it The Inference en 2026-09-30T19:36:37.382Z Jane Street lost $15 billion in July and still set a record. Now regulators want to know who financed it https://theinference.org/article/google-is-paying-to-stretch-georgia-s-reactors-southern-s-stock-hit-a-52-week-low-anyway The Inference en 2026-09-30T19:36:36.317Z Google Is Paying to Stretch Georgia's Reactors. Southern's Stock Hit a 52-Week Low Anyway https://theinference.org/article/samsung-s-capacitor-maker-declares-its-own-moore-s-law-and-ai-buyers-are-paying-for-it The Inference en 2026-09-30T19:36:35.294Z Samsung's capacitor maker declares its own Moore's Law, and AI buyers are paying for it https://theinference.org/article/pentagon-keeps-its-anthropic-blacklist-the-2t-ipo-inherits-the-fight The Inference en 2026-09-30T19:36:34.296Z Pentagon keeps its Anthropic blacklist; the $2T IPO inherits the fight https://theinference.org/article/token-deflation-eats-the-labour-line-so-india-s-outsourcers-are-selling-the-meter The Inference en 2026-09-30T19:36:33.279Z Token deflation eats the labour line, so India's outsourcers are selling the meter https://theinference.org/article/globalwafers-raised-1-43-billion-for-a-shortage-its-own-accounts-do-not-show The Inference en 2026-09-30T19:36:32.161Z GlobalWafers raised $1.43 billion for a shortage its own accounts do not show https://theinference.org/article/monolithic-power-insiders-sold-680-million-of-stock-into-the-ai-power-rally The Inference en 2026-09-30T19:36:30.159Z Monolithic Power insiders sold $680 million of stock into the AI power rally https://theinference.org/article/schneider-bids-1-2-billion-for-shelly-a-day-after-unveiling-its-3-5-mw-ai-cooler The Inference en 2026-09-30T19:36:28.973Z Schneider bids €1.2 billion for Shelly a day after unveiling its 3.5 MW AI cooler https://theinference.org/article/san-francisco-cleared-the-path-to-seize-pg-e-s-grid-the-price-war-starts-20-october The Inference en 2026-09-30T19:36:27.894Z San Francisco cleared the path to seize PG&E's grid; the price war starts 20 October https://theinference.org/article/aeluma-s-ceo-sold-stock-every-month-since-march-while-pitching-a-1-8-trillion-ai-market The Inference en 2026-09-30T19:36:26.720Z Aeluma's CEO sold stock every month since March while pitching a $1.8 trillion AI market https://theinference.org/article/unity-rose-nearly-5-on-meta-s-glasses-then-fell-6-on-meta-s-game-engine The Inference en 2026-09-30T19:36:25.745Z Unity Rose Nearly 5% on Meta's Glasses, Then Fell 6% on Meta's Game Engine https://theinference.org/article/with-no-data-center-bid-in-hand-columbus-county-votes-on-keeping-them-out The Inference en 2026-09-30T19:36:23.715Z With no data center bid in hand, Columbus County votes on keeping them out https://theinference.org/article/meta-s-petabit-cable-makes-the-bandwidth-buyer-the-atlantic-s-landlord The Inference en 2026-09-30T19:36:22.435Z Meta's petabit cable makes the bandwidth buyer the Atlantic's landlord https://theinference.org/article/riber-s-stock-ran-153-on-quantum-its-revenue-runs-on-one-export-license The Inference en 2026-09-30T19:36:21.454Z Riber's stock ran 153% on quantum; its revenue runs on one export license https://theinference.org/article/thailand-s-record-export-month-was-sold-before-it-shipped The Inference en 2026-09-30T19:36:20.062Z Thailand's record export month was sold before it shipped https://theinference.org/article/the-pentagon-called-it-a-military-company-wall-street-raised-it-6-8-billion The Inference en 2026-09-30T19:36:18.749Z The Pentagon Called It a Military Company. Wall Street Raised It $6.8 Billion https://theinference.org/article/fireworks-ai-cuts-the-token-meter-with-ember-1 The Inference en 2026-09-30T19:36:17.785Z Fireworks AI Cuts the Token Meter With Ember-1 https://theinference.org/article/a-17m-ledger-carries-kalray-s-81m-ai-chip-comeback The Inference en 2026-09-30T19:36:15.995Z A €17M ledger carries Kalray's €81M AI-chip comeback https://theinference.org/article/the-first-number-behind-instinct-s-10-billion-mark-half-the-book-is-travel The Inference en 2026-09-30T19:36:13.616Z The first number behind Instinct's $10 billion mark: half the book is travel https://theinference.org/article/marvell-sells-a-625-billion-2030-before-its-own-optics-have-a-shipping-date The Inference en 2026-09-30T19:36:11.984Z Marvell Sells a $625 Billion 2030 Before Its Own Optics Have a Shipping Date https://theinference.org/article/societe-generale-lists-3x-minimax-note-long-side-only-six-days-after-the-probe-selloff The Inference en 2026-09-30T19:36:11.007Z Societe Generale Lists 3x MiniMax Note, Long Side Only, Six Days After the Probe Selloff https://theinference.org/article/bofa-pays-7-times-sales-for-ionq-s-quantum-and-2-for-the-fab-feeding-its-rivals The Inference en 2026-09-30T19:36:09.928Z BofA pays 7 times sales for IonQ's quantum and 2 for the fab feeding its rivals https://theinference.org/article/qualcomm-reportedly-wants-over-300-a-chip-oppo-and-vivo-took-the-216-one The Inference en 2026-09-30T19:36:08.917Z Qualcomm reportedly wants over $300 a chip; OPPO and vivo took the $216 one https://theinference.org/article/a-69-employee-patent-firm-just-put-nvidia-broadcom-and-google-inside-its-micron-import-ban-case The Inference en 2026-09-30T19:36:07.950Z A 69-employee patent firm just put Nvidia, Broadcom and Google inside its Micron import-ban case https://theinference.org/article/after-muse-took-6-2-off-airbnb-chesky-promised-an-agent-and-the-hotels-he-swore-off The Inference en 2026-09-30T19:36:06.963Z After Muse took 6.2% off Airbnb, Chesky promised an agent and the hotels he swore off https://theinference.org/article/squeezing-china-builds-huawei-asml-chief-warns-while-europe-buys-zero The Inference en 2026-09-30T19:36:05.524Z Squeezing China builds Huawei, ASML chief warns, while Europe buys zero https://theinference.org/article/oura-shelves-its-2-2b-ipo-and-strands-the-people-it-was-built-to-pay The Inference en 2026-09-30T19:36:04.230Z Oura shelves its $2.2B IPO and strands the people it was built to pay https://theinference.org/article/cambricon-s-39-margin-is-a-toll-on-nvidia-s-exile-and-beijing-may-lift-it The Inference en 2026-09-30T19:36:03.217Z Cambricon's 39% Margin Is a Toll on Nvidia's Exile, and Beijing May Lift It https://theinference.org/article/cloudflare-buys-a-root-of-trust-instead-of-waiting-on-the-browsers The Inference en 2026-09-30T19:36:02.181Z Cloudflare buys a root of trust instead of waiting on the browsers https://theinference.org/article/autodesk-paid-200m-for-a-research-seat-amd-s-8-2bn-buyout-pays-it-out-in-stock-and-keeps-the-agenda The Inference en 2026-09-30T19:36:01.193Z Autodesk paid $200m for a research seat. AMD's $8.2bn buyout pays it out in stock and keeps the agenda https://theinference.org/article/the-customers-walk-catl-s-suppliers-carry-the-float The Inference en 2026-09-30T19:35:59.964Z The Customers Walk; CATL's Suppliers Carry the Float https://theinference.org/article/broadcom-owns-its-substrate-plant-everyone-else-in-ai-is-renting The Inference en 2026-09-30T19:35:58.956Z Broadcom owns its substrate plant; everyone else in AI is renting https://theinference.org/article/exelon-brands-a-court-ordered-160m-refund-as-its-promise-while-fighting-a-32m-one The Inference en 2026-09-30T19:35:57.994Z Exelon Brands a Court-Ordered $160M Refund as Its Promise While Fighting a $32M One https://theinference.org/article/harris-county-priced-its-flock-records-at-121-602-and-the-contract-names-no-one The Inference en 2026-09-30T19:35:55.652Z Harris County Priced Its Flock Records at $121,602, and the Contract Names No One https://theinference.org/article/foxconn-takes-over-the-polish-site-intel-abandoned-on-jobs-numbers-that-are-still-estimates The Inference en 2026-09-30T19:35:54.624Z Foxconn takes over the Polish site Intel abandoned, on jobs numbers that are still estimates https://theinference.org/article/days-after-a-jury-priced-a-broken-lilly-partnership-at-90-million-ricks-promises-bigger-deals The Inference en 2026-09-30T19:35:53.614Z Days after a jury priced a broken Lilly partnership at $90 million, Ricks promises bigger deals https://theinference.org/article/oracle-s-two-ledgers-a-27-billion-subpoena-file-and-a-664-billion-backlog The Inference en 2026-09-30T19:35:52.623Z Oracle's two ledgers: a $27 billion subpoena file and a $664 billion backlog https://theinference.org/article/zero-charges-for-3-million-grok-deepfakes-so-the-women-are-suing-spacex-itself The Inference en 2026-09-30T19:35:51.623Z Zero charges for 3 million Grok deepfakes, so the women are suing SpaceX itself https://theinference.org/article/furnished-not-filed-gen-digital-raises-guidance-on-linkedin-to-defend-a-12-billion-godaddy-bid The Inference en 2026-09-30T19:35:49.683Z Furnished, not filed: Gen Digital raises guidance on LinkedIn to defend a $12 billion GoDaddy bid https://theinference.org/article/suno-s-clean-restart-just-collided-with-its-9-billion-past The Inference en 2026-09-30T19:35:48.495Z Suno's clean restart just collided with its $9 billion past https://theinference.org/article/two-prices-for-western-digital-s-p-sees-5-billion-in-cash-flow-the-stock-sits-45-below-its-high The Inference en 2026-09-30T19:35:47.531Z Two prices for Western Digital: S&P sees $5 billion in cash flow, the stock sits 45% below its high https://theinference.org/article/meta-plugged-a-13-3-billion-startup-into-its-free-agent-the-week-an-early-investor-sold-at-225x The Inference en 2026-09-30T19:35:46.549Z Meta plugged a $13.3 billion startup into its free agent the week an early investor sold at 225x https://theinference.org/article/helion-erases-its-2028-electricity-prediction-as-its-round-closes-at-500m The Inference en 2026-09-30T19:35:45.569Z Helion erases its 2028 electricity prediction as its round closes at $500M https://theinference.org/article/kaiser-put-labor-inside-its-ai-decisions-then-filed-147-back-office-cuts The Inference en 2026-09-30T19:35:43.750Z Kaiser put labor inside its AI decisions, then filed 147 back-office cuts https://theinference.org/article/modine-insiders-banked-27-8-million-before-the-due-bill-drop-cost-holders-23-03-a-share The Inference en 2026-09-30T19:35:42.705Z Modine insiders banked $27.8 million before the due-bill drop cost holders $23.03 a share https://theinference.org/article/nidec-s-reported-1tn-write-down-equals-59-of-its-equity-and-the-messy-books-keep-a-cheap-company-whole The Inference en 2026-09-30T19:35:41.702Z Nidec's reported ¥1tn write-down equals 59% of its equity, and the messy books keep a cheap company whole https://theinference.org/article/openai-scrapped-its-frontier-model-for-deception-and-shipped-a-fifth-price-stand-in-the-next-morning The Inference en 2026-09-30T19:35:40.474Z OpenAI scrapped its frontier model for deception and shipped a fifth-price stand-in the next morning https://theinference.org/article/mistral-s-3-billion-week-small-cheques-for-software-a-blank-one-for-compute The Inference en 2026-09-30T19:35:39.168Z Mistral's €3 Billion Week: Small Cheques for Software, a Blank One for Compute https://theinference.org/article/buyers-who-prepaid-ibiden-are-now-financing-its-rival-on-ajinomoto-s-film The Inference en 2026-09-30T19:35:37.814Z Buyers who prepaid Ibiden are now financing its rival, on Ajinomoto's film https://theinference.org/article/palantir-grew-93-last-quarter-as-europe-and-india-build-its-rivals The Inference en 2026-09-30T19:35:36.624Z Palantir grew 93% last quarter as Europe and India build its rivals https://theinference.org/article/the-army-award-that-moved-navitas-20-carries-no-dollar-figure The Inference en 2026-09-30T19:35:35.641Z The Army Award That Moved Navitas 20% Carries No Dollar Figure https://theinference.org/article/europe-polices-the-parcels-while-colombia-keeps-its-200-loophole-open The Inference en 2026-09-30T19:35:34.239Z Europe polices the parcels while Colombia keeps its $200 loophole open https://theinference.org/article/wacker-dumps-171m-of-siltronic-at-a-discount-while-ai-buyers-bet-on-a-wafer-shortage The Inference en 2026-09-30T19:35:33.259Z Wacker dumps €171m of Siltronic at a discount while AI buyers bet on a wafer shortage https://theinference.org/article/talen-s-ceo-tops-us-power-pay-at-409-million-his-host-township-signed-the-ndas The Inference en 2026-09-30T19:35:32.289Z Talen's CEO tops US power pay at $409 million. His host township signed the NDAs. https://theinference.org/article/shopify-dumps-react-native-after-six-years-ai-agents-rebuilt-shop-in-12-weeks The Inference en 2026-09-30T19:35:31.272Z Shopify dumps React Native after six years; AI agents rebuilt Shop in 12 weeks https://theinference.org/article/google-says-orbital-ai-breaks-even-in-the-2030s-it-is-paying-spacex-to-fly-it-thursday The Inference en 2026-09-30T19:35:30.228Z Google Says Orbital AI Breaks Even in the 2030s. It Is Paying SpaceX to Fly It Thursday. https://theinference.org/article/an-indicted-co-founder-a-5-6-billion-raise-and-a-probe-of-super-micro-s-board The Inference en 2026-09-30T19:35:28.824Z An Indicted Co-Founder, a $5.6 Billion Raise and a Probe of Super Micro's Board https://theinference.org/article/amd-signed-an-8-2-billion-deal-and-cannot-say-what-it-costs-in-shares The Inference en 2026-09-30T19:35:27.806Z AMD signed an $8.2 billion deal and cannot say what it costs in shares https://theinference.org/article/zscaler-pays-its-outgoing-sales-chief-while-3-of-staff-fund-the-ai-pivot The Inference en 2026-09-30T19:35:26.827Z Zscaler pays its outgoing sales chief while 3% of staff fund the AI pivot https://theinference.org/article/the-one-compute-bill-anthropic-can-cancel-belongs-to-spacex-now-up-to-84-5b The Inference en 2026-09-30T19:35:25.841Z The one compute bill Anthropic can cancel belongs to SpaceX, now up to $84.5B https://theinference.org/article/openai-seeks-1-4-trillion-the-same-day-it-cut-the-price-of-intelligence-fivefold The Inference en 2026-09-30T19:35:24.787Z OpenAI seeks $1.4 trillion the same day it cut the price of intelligence fivefold https://theinference.org/article/tesla-signs-30-billion-of-bank-credit-the-day-before-its-sworn-robotaxi-answer The Inference en 2026-09-30T19:35:23.741Z Tesla signs $30 billion of bank credit the day before its sworn robotaxi answer https://theinference.org/article/td-cowen-s-200-spacex-call-rests-on-ai-leases-tenants-can-cancel-in-90-days The Inference en 2026-09-30T19:35:22.745Z TD Cowen's $200 SpaceX call rests on AI leases tenants can cancel in 90 days https://theinference.org/article/robinhood-takes-four-cuts-of-one-retail-trade The Inference en 2026-09-30T19:35:21.124Z Robinhood takes four cuts of one retail trade https://theinference.org/article/korea-unblocked-amkor-s-next-factory-in-two-days-nvidia-s-1-5-billion-arrives-in-2027 The Inference en 2026-09-30T19:35:17.765Z Korea unblocked Amkor's next factory in two days; Nvidia's $1.5 billion arrives in 2027 https://theinference.org/article/navy-pays-about-1-2-billion-for-30-drone-warships-pricing-autonomy-at-40-million-a-hull The Inference en 2026-09-30T19:35:14.916Z Navy Pays About $1.2 Billion for 30 Drone Warships, Pricing Autonomy at $40 Million a Hull https://theinference.org/article/acm-research-s-2-5-billion-backlog-comes-with-fine-print-and-an-october-28-test The Inference en 2026-09-30T19:35:13.344Z ACM Research's $2.5 Billion Backlog Comes With Fine Print and an October 28 Test https://theinference.org/article/elastic-s-datadog-challenge-runs-on-benchmarks-elastic-graded-itself The Inference en 2026-09-30T19:35:12.338Z Elastic's Datadog challenge runs on benchmarks Elastic graded itself https://theinference.org/article/first-money-into-three-circle-s-hong-kong-ipo-is-leaving-with-all-of-it The Inference en 2026-09-30T19:35:09.230Z First money into Three-Circle's Hong Kong IPO is leaving with all of it https://theinference.org/article/capital-group-sold-asmpt-at-hk-173-11-into-a-record-book-that-converts-in-2027 The Inference en 2026-09-30T19:35:07.552Z Capital Group Sold ASMPT at HK$173.11 Into a Record Book That Converts in 2027 https://theinference.org/article/mongodb-s-board-doubled-its-buyback-the-day-after-its-ceo-gave-notice The Inference en 2026-09-30T19:35:06.251Z MongoDB's Board Doubled Its Buyback the Day After Its CEO Gave Notice https://theinference.org/article/oracle-bought-the-option-to-pay-late-bloom-and-blue-owl-carry-the-2028-date The Inference en 2026-09-30T19:35:02.818Z Oracle Bought the Option to Pay Late. Bloom and Blue Owl Carry the 2028 Date https://theinference.org/article/moonshot-s-kimi-taped-out-a-chip-in-48-hours-and-knocked-9-off-the-eda-duopoly The Inference en 2026-09-30T19:35:01.822Z Moonshot's Kimi taped out a chip in 48 hours and knocked 9% off the EDA duopoly https://theinference.org/article/the-ftc-s-first-ai-probe-lands-two-days-after-anthropic-s-2-trillion-filing The Inference en 2026-09-30T19:34:58.909Z The FTC's first AI probe lands two days after Anthropic's $2 trillion filing https://theinference.org/article/texas-filings-put-a-2-08-billion-price-on-the-google-campus-crusoe-and-google-won-t-number The Inference en 2026-09-30T19:34:56.025Z Texas filings put a $2.08 billion price on the Google campus Crusoe and Google won't number https://theinference.org/article/the-247-5-million-behind-exa-s-bet-that-research-sells-by-the-run The Inference en 2026-09-30T18:39:55.498Z The $247.5 million behind Exa's bet that research sells by the run https://theinference.org/article/cboe-is-building-the-regulated-answer-to-kalshi-and-it-is-listed The Inference en 2026-09-30T18:16:02.143Z Cboe is building the regulated answer to Kalshi, and it is listed https://theinference.org/article/junk-bond-buyers-just-bankrolled-softbank-s-last-10-billion-payment-to-openai The Inference en 2026-09-30T18:15:51.263Z Junk bond buyers just bankrolled SoftBank's last $10 billion payment to OpenAI https://theinference.org/article/salesforce-s-defense-revenue-grew-80-while-the-market-priced-it-as-meta-s-next-victim The Inference en 2026-09-30T17:58:22.725Z Salesforce's defense revenue grew 80% while the market priced it as Meta's next victim https://theinference.org/article/amadeus-s-defense-of-the-booking-terminal-doubles-as-an-ad-pitch The Inference en 2026-09-30T17:58:06.077Z Amadeus's defense of the booking terminal doubles as an ad pitch https://theinference.org/article/descartes-ceo-sold-every-share-he-held-directly-the-day-before-the-ai-launch The Inference en 2026-09-30T17:57:05.221Z Descartes CEO sold every share he held directly, the day before the AI launch https://theinference.org/article/globalfoundries-may-run-a-19-billion-fab-it-never-has-to-build The Inference en 2026-09-30T17:56:56.050Z GlobalFoundries May Run a $19 Billion Fab It Never Has to Build