https://theinference.org/article/akamai-s-founder-ceo-bought-2-6-million-of-its-stock-at-85-08-no-trading-plan The Inference en 2026-11-14T00:16:12.313Z Akamai's founder-CEO bought $2.6 million of its stock at $85.08, no trading plan https://theinference.org/article/genpact-shareholders-approve-bermuda-to-delaware-move-by-134-6-million-votes-to-396-000 The Inference en 2026-11-14T00:03:12.776Z Genpact shareholders approve Bermuda-to-Delaware move by 134.6 million votes to 396,000 https://theinference.org/article/texas-ag-elect-vows-scrutiny-of-tesla-spacex-merger-tesla-holders-would-fund-about-half-the-premium The Inference en 2026-11-13T23:05:11.441Z Texas AG-elect vows scrutiny of Tesla-SpaceX merger; Tesla holders would fund about half the premium https://theinference.org/article/samsara-s-360-camera-for-forklifts-and-airport-ramps-goes-on-sale-alaska-airlines-already-runs-it The Inference en 2026-11-13T22:08:55.053Z Samsara's 360 camera for forklifts and airport ramps goes on sale; Alaska Airlines already runs it https://theinference.org/article/allegro-microsystems-launches-a-single-chip-48-volt-power-chip-it-says-cuts-the-parts-bill-by-up-to-half The Inference en 2026-11-13T22:07:53.941Z Allegro MicroSystems launches a single-chip 48-volt power chip it says cuts the parts bill by up to half https://theinference.org/article/legrand-raises-2026-outlook-again-to-11-13-organic-growth-as-data-centers-grow-near-40 The Inference en 2026-11-13T22:06:53.543Z Legrand raises 2026 outlook again to 11-13% organic growth as data centers grow near 40% https://theinference.org/article/xero-cfo-claire-bramley-to-leave-january-31-2027-its-third-senior-exit-in-six-months The Inference en 2026-11-13T22:05:53.479Z Xero CFO Claire Bramley to leave January 31, 2027, its third senior exit in six months https://theinference.org/article/sealsq-commits-15-million-for-capacity-on-12-satellites-from-wisesat-space-a-company-its-own-ceo-runs The Inference en 2026-11-13T20:08:53.405Z SEALSQ commits $15 million for capacity on 12 satellites from WISeSat.Space, a company its own CEO runs https://theinference.org/article/evergy-sees-4-billion-of-generation-behind-a-deal-digital-realty-has-not-signed The Inference en 2026-11-13T20:07:53.285Z Evergy Sees $4 Billion of Generation Behind a Deal Digital Realty Has Not Signed https://theinference.org/article/s-p-sizes-emerson-electric-s-backlog-1-4-billion-below-its-10-k The Inference en 2026-11-13T20:06:53.316Z S&P sizes Emerson Electric's backlog $1.4 billion below its 10-K https://theinference.org/article/cipher-digital-fell-20-in-a-week-on-a-texas-data-center-moratorium-aimed-at-campuses-it-has-not-leased The Inference en 2026-11-13T20:05:53.325Z Cipher Digital fell 20% in a week on a Texas data-center moratorium aimed at campuses it has not leased https://theinference.org/article/fujikura-banked-235-billion-mostly-from-ai-fiber-then-guided-to-194-billion-in-the-second-half The Inference en 2026-11-13T20:04:53.588Z Fujikura banked ¥235 billion, mostly from AI fiber, then guided to ¥194 billion in the second half https://theinference.org/article/oracle-and-aws-shipped-litellm-gateway-blueprints-on-nov-12-with-budgets-that-don-t-enforce-by-default The Inference en 2026-11-13T20:03:53.678Z Oracle and AWS shipped LiteLLM gateway blueprints on Nov. 12, with budgets that don't enforce by default https://theinference.org/article/ondas-says-it-spent-1-billion-in-israel-and-bought-27-firms-the-bill-lands-on-its-shareholders The Inference en 2026-11-13T19:22:53.023Z Ondas says it spent $1 billion in Israel and bought 27 firms; the bill lands on its shareholders https://theinference.org/article/elvis-rights-holders-sue-suno-over-his-cloned-voice-seeking-more-than-50-million The Inference en 2026-11-13T19:18:53.589Z Elvis rights holders sue Suno over his cloned voice, seeking more than $50 million https://theinference.org/article/qantas-sends-850-corporate-jobs-to-accenture-with-the-ai-automation-scheduled-to-come-later The Inference en 2026-11-13T19:17:52.719Z Qantas sends 850 corporate jobs to Accenture, with the AI automation scheduled to come later https://theinference.org/article/freeport-mcmoran-to-pay-tdg-gold-c-110-million-for-51-of-aurora-west-copper-gold-project-in-british-columbia The Inference en 2026-11-13T19:16:52.588Z Freeport-McMoRan to pay TDG Gold C$110 million for 51% of Aurora West copper-gold project in British Columbia https://theinference.org/article/globus-medical-director-tobin-sold-his-entire-stake-for-3-1-million-five-days-after-a-guidance-cut The Inference en 2026-11-13T19:15:52.821Z Globus Medical director Tobin sold his entire stake for $3.1 million five days after a guidance cut https://theinference.org/article/asana-pledges-substantially-all-its-assets-behind-a-150-million-wells-fargo-credit-line The Inference en 2026-11-13T19:14:53.334Z Asana pledges substantially all its assets behind a $150 million Wells Fargo credit line https://theinference.org/article/ares-raises-3-6-billion-from-coller-eqt-to-buy-its-own-2018-loan-book-old-investors-got-150-back The Inference en 2026-11-13T19:13:53.595Z Ares raises $3.6 billion from Coller EQT to buy its own 2018 loan book; old investors got 150% back https://theinference.org/article/palantir-s-240-million-uk-defense-contract-remains-unpublished-six-months-past-the-legal-deadline The Inference en 2026-11-13T19:13:00.868Z Palantir's £240 million UK defense contract remains unpublished, six months past the legal deadline https://theinference.org/article/blue-origin-quits-nasa-s-34-billion-space-station-race-25-days-before-bids-are-due The Inference en 2026-11-13T18:24:51.678Z Blue Origin quits NASA's $34 billion space station race 25 days before bids are due https://theinference.org/article/luminate-counts-netflix-s-five-billion-minute-originals-down-to-13-from-23 The Inference en 2026-11-13T18:23:51.467Z Luminate counts Netflix's five-billion-minute originals down to 13 from 23 https://theinference.org/article/echostar-s-spacex-payment-stock-is-booked-at-212-and-trades-near-138 The Inference en 2026-11-13T18:21:51.498Z EchoStar's SpaceX payment stock is booked at $212 and trades near $138 https://theinference.org/article/kratos-insiders-made-69-sales-in-six-months-and-not-one-purchase The Inference en 2026-11-13T18:20:51.789Z Kratos insiders made 69 sales in six months and not one purchase https://theinference.org/article/okta-s-agentcore-deal-with-amazon-has-no-disclosed-price-and-its-fiscal-2027-guide-carries-no-agent-revenue The Inference en 2026-11-13T18:19:51.425Z Okta's AgentCore deal with Amazon has no disclosed price, and its fiscal 2027 guide carries no agent revenue https://theinference.org/article/china-s-turbine-export-push-aims-at-ge-vernova-s-122-gigawatt-queue-as-dongfang-books-30-in-canada The Inference en 2026-11-13T18:18:52.035Z China's turbine export push aims at GE Vernova's 122-gigawatt queue as Dongfang books 30 in Canada https://theinference.org/article/intuit-s-12-billion-mailchimp-now-reports-alone-guided-flat-while-the-company-grows The Inference en 2026-11-13T18:17:52.092Z Intuit's $12 billion Mailchimp now reports alone, guided flat while the company grows https://theinference.org/article/palo-alto-networks-unit-42-says-chinese-attackers-ran-half-of-25-autonomous-ai-hacks-with-zhipu-s-glm-5-2 The Inference en 2026-11-13T18:16:51.660Z Palo Alto's Unit 42: Chinese attackers ran half of 25 autonomous AI hacks on Zhipu's GLM 5.2 https://theinference.org/article/aurora-innovation-targets-20-trucks-a-week-in-december-its-30-000-truck-2030-goal-needs-about-139-a-week The Inference en 2026-11-13T18:15:52.099Z Aurora Innovation targets 20 trucks a week in December; its 30,000-truck 2030 goal needs about 139 a week https://theinference.org/article/soundhound-filing-shows-liveperson-revenue-fell-39-in-two-years-and-creditors-took-86-of-the-merger-price The Inference en 2026-11-13T18:14:51.687Z SoundHound filing shows LivePerson revenue fell 39% in two years and creditors took 86% of the merger price https://theinference.org/article/waymo-ends-its-exclusive-uber-robotaxi-partnership-in-austin-atlanta-in-january-2028-refuses-to-cut-fares The Inference en 2026-11-13T17:43:51.811Z Waymo ends its exclusive Uber robotaxi partnership in Austin, Atlanta in January 2028, refuses to cut fares https://theinference.org/article/valor-handed-investors-8-5-billion-of-spacex-stock-without-selling-its-biggest-win-in-23-years The Inference en 2026-11-13T17:39:51.332Z Valor handed investors $8.5 billion of SpaceX stock without selling, its biggest win in 23 years https://theinference.org/article/two-years-after-1-million-to-trump-s-super-pac-palantir-s-karp-says-he-s-a-democrat The Inference en 2026-11-13T17:34:51.293Z Two years after $1 million to Trump's super PAC, Palantir's Karp says he's a Democrat https://theinference.org/article/roblox-starts-charging-for-ai-game-creation-as-monthly-payers-fall-16-and-bookings-drop-12 The Inference en 2026-11-13T17:30:51.721Z Roblox starts charging for AI game creation as monthly payers fall 16% and bookings drop 12% https://theinference.org/article/robinhood-s-event-contracts-more-than-doubled-to-5-9-billion-in-october-as-crypto-volume-nearly-halved The Inference en 2026-11-13T17:29:51.104Z Robinhood's event contracts more than doubled to 5.9 billion in October as crypto volume nearly halved https://theinference.org/article/sentinelone-signs-400-million-credit-line-secured-by-substantially-all-its-assets The Inference en 2026-11-13T17:28:51.307Z SentinelOne signs $400 million credit line secured by substantially all its assets https://theinference.org/article/applovin-revenue-rose-55-to-2-185-billion-as-the-consumer-ad-line-it-needs-stays-unreported The Inference en 2026-11-13T17:27:51.256Z AppLovin revenue rose 55% to $2.185 billion as the consumer ad line it needs stays unreported https://theinference.org/article/coinbase-lists-four-more-stock-perpetual-futures-that-don-t-need-bitcoin-as-a-judge-weighs-a-ban The Inference en 2026-11-13T17:22:51.845Z Coinbase lists four more stock perpetual futures that don't need bitcoin as a judge weighs a ban https://theinference.org/article/cerebras-filing-names-flex-and-sanmina-as-10x-ramp-builders-sanmina-s-inventory-has-doubled-to-2-6-billion The Inference en 2026-11-13T17:21:51.491Z Cerebras filing names Flex and Sanmina to build a 10x ramp; Sanmina's inventory has doubled https://theinference.org/article/klaviyo-s-ai-agent-hit-10-000-daily-active-accounts-in-three-weeks-on-free-credits The Inference en 2026-11-13T17:20:51.438Z Klaviyo's AI agent hit 10,000 daily active accounts in three weeks, on free credits https://theinference.org/article/openai-opens-businesses-in-chatgpt-to-1-2-billion-weekly-users-and-sells-the-sponsored-agent-slot The Inference en 2026-11-13T17:19:52.302Z OpenAI opens Businesses in ChatGPT to 1.2 billion weekly users and sells the sponsored agent slot https://theinference.org/article/barclays-moved-23-000-developers-onto-gitlab-s-ai-tools-in-one-year The Inference en 2026-11-13T17:18:51.282Z Barclays moved 23,000 developers onto GitLab's AI tools in one year https://theinference.org/article/ionq-cfo-inder-singh-quits-eight-days-after-a-173-8-million-revenue-quarter-no-reason-given The Inference en 2026-11-13T16:50:50.163Z IonQ CFO Inder Singh quits eight days after a $173.8 million revenue quarter, no reason given https://theinference.org/article/nine-motorola-solutions-insiders-sold-111-million-of-stock-in-three-days The Inference en 2026-11-13T16:47:50.208Z Nine Motorola Solutions insiders sold $111 million of stock in three days https://theinference.org/article/sempra-closes-45-lng-stake-sale-to-kkr-collecting-4-56-billion-of-9-99-billion The Inference en 2026-11-13T16:46:50.278Z Sempra closes 45% LNG stake sale to KKR, collecting $4.56 billion of $9.99 billion https://theinference.org/article/michigan-ag-asks-regulators-to-reopen-dte-energy-s-1-gigawatt-google-deal-with-44-2-billion-riding-on-it The Inference en 2026-11-13T16:40:49.745Z Michigan AG asks regulators to reopen DTE Energy's 1-gigawatt Google deal, with $44.2 billion riding on it https://theinference.org/article/virginia-democrats-ask-regulators-to-reject-nextera-s-67-billion-dominion-takeover The Inference en 2026-11-13T16:39:49.874Z Virginia Democrats ask regulators to reject NextEra's $67 billion Dominion takeover https://theinference.org/article/accelevation-s-owners-took-318-4-million-in-nine-months-and-left-4-5-million-of-equity-behind The Inference en 2026-11-13T16:38:52.270Z Accelevation's owners took $318.4 million in nine months and left $4.5 million of equity behind https://theinference.org/article/robinhood-s-173-million-event-contracts-and-kalshi-face-a-nov-30-hearing-after-a-louisiana-judge-s-ban The Inference en 2026-11-13T16:36:50.432Z Robinhood's $173 million event contracts and Kalshi face a Nov. 30 hearing after a Louisiana judge's ban https://theinference.org/article/akamai-paid-284-million-to-keep-2-5-billion-of-new-debt-at-1 The Inference en 2026-11-13T16:27:49.939Z Akamai paid $284 million to keep $2.5 billion of new debt at 1% https://theinference.org/article/core-scientific-s-10-q-counts-its-backlog-in-megawatts-not-24-billion The Inference en 2026-11-13T16:25:49.818Z Core Scientific's 10-Q counts its backlog in megawatts, not $24 billion https://theinference.org/article/siemens-orders-jump-58-to-a-record-34-8-billion-as-ai-data-centers-wait-five-years-for-power-gear The Inference en 2026-11-13T16:23:49.500Z Siemens orders jump 58% to a record €34.8 billion as AI data centers wait five years for power gear https://theinference.org/article/xai-ships-ai-teammates-at-30-200-a-month-ten-days-after-musk-said-serving-them-loses-money The Inference en 2026-11-13T16:22:52.396Z xAI ships AI teammates at $30-$200 a month, ten days after Musk said serving them loses money https://theinference.org/article/google-ships-gemini-4-hydrogen-at-1-50-a-million-tokens-and-gives-it-away-in-search The Inference en 2026-11-13T16:22:08.236Z Google ships Gemini 4 Hydrogen at $1.50 a million tokens and gives it away in Search https://theinference.org/article/scale-ai-just-published-the-benchmark-that-prices-its-own-qatar-contracts The Inference en 2026-11-13T15:21:47.855Z Scale AI just published the benchmark that prices its own Qatar contracts https://theinference.org/article/tsmc-s-board-approved-1-5-billion-of-anthropic-and-openai-equity-and-joined-the-anchor-book The Inference en 2026-11-13T15:19:48.046Z TSMC's board approved $1.5 billion of Anthropic and OpenAI equity, and joined the anchor book https://theinference.org/article/openai-shut-a-travel-agent-it-just-bought-united-will-block-ai-booking-agents-airbnb-ships-its-own-in-2027 The Inference en 2026-11-13T15:16:47.784Z OpenAI shut a travel agent it just bought; United will block AI booking agents; Airbnb ships its own in 2027 https://theinference.org/article/servicenow-s-ai-engine-rebuilds-salesforce-installations-in-weeks-as-its-crm-bookings-triple The Inference en 2026-11-13T15:15:47.802Z ServiceNow's AI engine rebuilds Salesforce installations in weeks as its CRM bookings triple https://theinference.org/article/perplexity-sued-for-cutting-deep-research-from-500-queries-a-day-to-20-a-month The Inference en 2026-11-13T15:11:47.471Z Perplexity sued for cutting Deep Research from 500 queries a day to 20 a month https://theinference.org/article/salesforce-signs-deal-to-buy-cresta-whose-ai-agents-already-resolve-calls-for-marriott-and-comcast The Inference en 2026-11-13T15:10:47.532Z Salesforce signs deal to buy Cresta, whose AI agents already resolve calls for Marriott and Comcast https://theinference.org/article/marvell-expands-its-board-to-ten-as-its-115-billion-lumentum-deal-sits-at-a-19-7-spread The Inference en 2026-11-13T15:09:47.480Z Marvell expands its board to ten as its $115 billion Lumentum deal sits at a 19.7% spread https://theinference.org/article/greptile-drops-the-seat-fee-and-charges-1-a-review The Inference en 2026-11-13T15:08:47.479Z Greptile drops the seat fee and charges $1 a review https://theinference.org/article/onsemi-signs-a-1-75-billion-secured-credit-line-ahead-of-the-synaptics-vote The Inference en 2026-11-13T15:07:47.737Z onsemi signs a $1.75 billion secured credit line ahead of the Synaptics vote https://theinference.org/article/micron-s-taiwan-fab-stays-suspended-after-a-union-walkout-handing-hbm-capacity-to-samsung-and-sk-hynix The Inference en 2026-11-13T15:06:55.245Z Micron's Taiwan fab stays suspended after a union walkout, handing HBM capacity to Samsung and SK hynix https://theinference.org/article/seres-relaunches-huawei-s-aito-m8-at-379-800-yuan-after-october-deliveries-fell-96-to-720-cars The Inference en 2026-11-13T15:03:48.236Z Seres relaunches Huawei's Aito M8 at 379,800 yuan after October deliveries fell 96% to 720 cars https://theinference.org/article/centrus-begins-commercial-haleu-sales-as-revenue-falls-26-and-contingent-fuel-orders-reach-5-4-billion The Inference en 2026-11-13T15:02:48.744Z Centrus begins commercial HALEU sales as revenue falls 26% and contingent fuel orders reach $5.4 billion https://theinference.org/article/traders-buy-macom-as-a-china-ban-winner-its-own-10-k-shows-china-paid-37-7-of-revenue The Inference en 2026-11-13T14:21:00.988Z Traders buy MACOM as a China-ban winner; its own 10-K shows China paid 37.7% of revenue https://theinference.org/article/ememory-closed-up-6-12-after-a-miss-wire-royalties-grew-27-1-up-from-7-8 The Inference en 2026-11-13T14:20:01.847Z eMemory closed up 6.12% after a 'miss' wire; royalties grew 27.1%, up from 7.8% https://theinference.org/article/advantest-pulled-its-10-000-tester-capacity-target-to-end-2027-a-year-ahead-of-plan-the-stock-fell-7-4 The Inference en 2026-11-13T14:19:00.285Z Advantest pulled its 10,000-tester capacity target to end-2027, a year ahead of plan; the stock fell 7.4% https://theinference.org/article/cognition-seeks-1-billion-at-47-billion-while-its-own-benchmark-crowns-its-rivals The Inference en 2026-11-13T14:18:00.404Z Cognition seeks $1 billion at $47 billion while its own benchmark crowns its rivals https://theinference.org/article/astera-labs-says-its-scorpio-x-series-exits-2026-above-a-1-billion-run-rate-one-customer-is-53 The Inference en 2026-11-13T14:17:00.560Z Astera Labs says its Scorpio X-Series exits 2026 above a $1 billion run rate; one customer is 53% https://theinference.org/article/qualcomm-s-15-billion-data-center-target-rests-on-an-amazon-purchase-ceiling-and-no-backlog The Inference en 2026-11-13T14:08:59.794Z Qualcomm's $15 billion data-center target rests on an Amazon purchase ceiling and no backlog https://theinference.org/article/applied-digital-s-7-2-billion-ai-campus-faces-a-nov-19-louisiana-vote-on-a-575-5-million-tax-deal The Inference en 2026-11-13T14:07:59.612Z Applied Digital's $7.2 billion AI campus faces a Nov. 19 Louisiana vote on a $575.5 million tax deal https://theinference.org/article/gxo-signs-letter-of-intent-for-up-to-1-000-apptronik-apollo-robots-paying-only-for-work-that-hits-targets The Inference en 2026-11-13T14:07:01.199Z GXO signs letter of intent for up to 1,000 Apptronik Apollo robots, paying only for work that hits targets https://theinference.org/article/applied-materials-posted-a-record-10-41-billion-quarter-guided-above-every-estimate-and-fell-3-6-anyway The Inference en 2026-11-13T04:21:57.628Z Applied Materials posted a record $10.41 billion quarter, guided above every estimate, and fell 3.6% anyway https://theinference.org/article/cisco-raises-its-9-billion-ai-revenue-target-for-giant-cloud-operators-after-a-record-18-5-billion-quarter The Inference en 2026-11-13T03:06:57.303Z Cisco raises its $9 billion AI revenue target for giant cloud operators after a record $18.5 billion quarter https://theinference.org/article/ememory-passes-nt-4-13-billion-beating-its-record-2025-with-two-months-to-spare The Inference en 2026-11-13T00:04:25.821Z eMemory passes NT$4.13 billion, beating its record 2025 with two months to spare https://theinference.org/article/superhuman-s-fathom-prices-its-enterprise-tier-at-35-a-seat-annual-only The Inference en 2026-11-13T00:03:25.998Z Superhuman's Fathom prices its enterprise tier at $35 a seat, annual only https://theinference.org/article/corning-s-pune-plant-takes-its-ai-fiber-buildout-outside-the-us-as-optical-sales-rise-44-year-over-year The Inference en 2026-11-12T22:09:31.762Z Corning's Pune plant takes its AI fiber buildout outside the US as optical sales rise 44% year over year https://theinference.org/article/suno-bought-the-top-ai-music-spot-with-licenses-ace-music-v1-just-took-it-1-160-to-1-144 The Inference en 2026-11-12T22:08:52.244Z Suno bought the top AI music spot with licenses; ACE Music v1 just took it, 1,160 to 1,144 https://theinference.org/article/quanta-computer-revenue-rose-125-to-nt-1-12-trillion-as-it-seeks-to-shift-inventory-to-ai-customers The Inference en 2026-11-12T22:07:31.682Z Quanta Computer revenue rose 125% to NT$1.12 trillion as it seeks to shift inventory to AI customers 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