https://theinference.org/article/we-energies-seeks-2-3-billion-for-power-from-wisconsin-s-1-5-gw-ai-gas-plants-as-customers-pay-for-dead-coal The Inference en 2026-10-21T17:13:12.035Z We Energies seeks $2.3 billion for power from Wisconsin's 1.5 GW AI gas plants as customers pay for dead coal https://theinference.org/article/oracle-s-filing-shows-288-billion-off-balance-sheet-leases-as-s-p-sees-no-disconnect-and-cds-hits-295 The Inference en 2026-10-21T17:12:11.434Z Oracle's filing shows $288 billion off-balance-sheet leases as S&P sees no disconnect and CDS hits 295 https://theinference.org/article/tempus-ai-tops-80-sensitivity-on-12-lung-biomarkers-but-withholds-the-specificity-number The Inference en 2026-10-21T17:11:11.635Z Tempus AI tops 80% sensitivity on 12 lung biomarkers but withholds the specificity number https://theinference.org/article/intuitive-surgical-cuts-da-vinci-revenue-per-procedure-3-to-5-stock-falls-8-to-405-despite-a-beat The Inference en 2026-10-21T17:10:11.873Z Intuitive cuts da Vinci revenue per procedure 3% to 5%, stock falls 8% to $405 despite a beat https://theinference.org/article/kratos-is-building-a-drone-line-for-35-40-aircraft-a-year-its-order-book-is-four The Inference en 2026-10-21T17:09:11.624Z Kratos is building a drone line for 35-40 aircraft a year. Its order book is four. https://theinference.org/article/getty-images-files-chapter-11-koch-equity-development-takes-it-private-as-shareholders-get-zero The Inference en 2026-10-21T17:08:12.841Z Getty Images files Chapter 11; Koch Equity Development takes it private as shareholders get zero https://theinference.org/article/cummins-falls-29-from-its-high-as-three-banks-cut-targets-november-5-earnings-test-the-diesel-case The Inference en 2026-10-21T17:07:11.392Z Cummins falls 29% from its high as three banks cut targets; November 5 earnings test the diesel case https://theinference.org/article/spotify-s-qr-check-can-turn-a-3-67-family-seat-into-a-12-99-subscription The Inference en 2026-10-21T17:06:11.205Z Spotify's QR check can turn a $3.67 family seat into a $12.99 subscription https://theinference.org/article/gtcr-and-elliott-agreed-to-take-ccc-intelligent-solutions-private-for-6-1-billion-about-five-times-sales The Inference en 2026-10-21T17:05:11.245Z GTCR and Elliott agreed to take CCC Intelligent Solutions private for $6.1 billion, about five times sales https://theinference.org/article/f5-lands-telenor-s-sovereign-ai-contract-then-patches-three-9-2-severity-nginx-flaws The Inference en 2026-10-21T17:04:11.622Z F5 lands Telenor's sovereign AI contract, then patches three 9.2-severity NGINX flaws https://theinference.org/article/six-cities-and-counties-move-to-cancel-flock-safety-camera-deals-priced-10-under-the-vote-line The Inference en 2026-10-21T16:35:51.278Z Six cities and counties move to cancel Flock Safety camera deals priced $10 under the vote line https://theinference.org/article/spacex-posts-its-first-profit-4-4-billion-as-ai-compute-revenue-passes-starlink-and-launch-combined The Inference en 2026-10-21T16:33:50.938Z SpaceX posts its first profit, $4.4 billion, as AI compute revenue passes Starlink and launch combined https://theinference.org/article/axon-s-235-million-lapd-deal-hits-a-3-2-committee-vote-demanding-rules-before-the-cameras-go-up The Inference en 2026-10-21T16:31:50.579Z Axon's $235 million LAPD deal hits a 3-2 committee vote demanding rules before the cameras go up https://theinference.org/article/apple-blocks-the-trade-desk-s-ad-id-in-safari-netflix-and-retail-data-carry-a-nov-5-report-guided-down-12 The Inference en 2026-10-21T16:27:50.836Z Apple blocks The Trade Desk's ad ID in Safari; Netflix and retail data carry a Nov. 5 report guided down 12% https://theinference.org/article/nvidia-picked-schneider-electric-to-build-14-day-ai-data-centers-as-barclays-warns-peak-pricing-may-end The Inference en 2026-10-21T16:20:50.595Z Nvidia picked Schneider Electric to build 14-day AI data centers as Barclays warns peak pricing may end https://theinference.org/article/meta-s-tiktok-ad-ban-tripled-pinterest-s-share-of-tiktok-s-spend-to-9-from-3-before-oct-29-earnings The Inference en 2026-10-21T16:19:50.539Z Meta's TikTok ad ban tripled Pinterest's share of TikTok's spend to 9% from 3% before Oct. 29 earnings https://theinference.org/article/four-analysts-cut-vertiv-s-target-in-a-week-none-downgraded-the-oct-28-backlog-decides-the-argument The Inference en 2026-10-21T16:18:50.515Z Four analysts cut Vertiv's target in a week, none downgraded; the Oct. 28 backlog decides the argument https://theinference.org/article/coinbase-says-891-billion-of-stablecoins-moved-in-q3-on-a-flat-301-billion-float-as-a-senate-clause-looms The Inference en 2026-10-21T16:16:50.933Z Coinbase says $891 billion of stablecoins moved in Q3 on a flat $301 billion float as a Senate clause looms https://theinference.org/article/talen-s-1-920-mw-amazon-headline-meets-a-240-mw-floor-on-november-3 The Inference en 2026-10-21T16:15:50.776Z Talen's 1,920 MW Amazon headline meets a 240 MW floor on November 3 https://theinference.org/article/google-s-gemini-agents-killed-minecraft-s-final-boss-for-520-in-tokens-the-rate-doubles-december-1 The Inference en 2026-10-21T16:14:50.682Z Google's Gemini agents killed Minecraft's final boss for $520 in tokens; the rate doubles December 1 https://theinference.org/article/ferc-accepted-duke-s-15-year-data-center-payment-floor-the-security-behind-it-lasts-90-days The Inference en 2026-10-21T16:13:50.751Z FERC accepted Duke's 15-year data center payment floor. The security behind it lasts 90 days https://theinference.org/article/tower-semiconductor-sued-intel-over-450-million-in-walk-away-costs-ahead-of-its-nov-2-print The Inference en 2026-10-21T16:12:50.658Z Tower Semiconductor sued Intel over $450 million in walk-away costs ahead of its Nov. 2 print https://theinference.org/article/novo-nordisk-s-new-25-cagrisema-figure-counts-only-women-who-never-quit-zepbound-s-25-5-stands The Inference en 2026-10-21T15:25:50.619Z Novo Nordisk's new 25% CagriSema figure counts only women who never quit; Zepbound's 25.5% stands https://theinference.org/article/okta-s-agent-gateway-still-hasn-t-shipped-aembit-and-truefoundry-enforce-its-own-protocol The Inference en 2026-10-21T15:24:50.635Z Okta's agent gateway still hasn't shipped; rivals enforce its own protocol https://theinference.org/article/mastercard-s-agent-payments-just-demoed-through-cloudflare-but-coinbase-keeps-the-fee The Inference en 2026-10-21T15:23:50.967Z Mastercard's agent payments just demoed through Cloudflare, but Coinbase keeps the fee https://theinference.org/article/entergy-promised-transparency-on-google-s-600-million-arkansas-deal-then-filed-it-blacked-out The Inference en 2026-10-21T15:22:50.639Z Entergy promised transparency on Google's $600 million Arkansas deal, then filed it blacked out https://theinference.org/article/mongodb-s-insiders-sold-99-times-in-six-months-and-bought-nothing The Inference en 2026-10-21T15:21:50.504Z MongoDB's Insiders Sold 99 Times in Six Months and Bought Nothing https://theinference.org/article/nebius-posts-live-gpu-spot-prices-days-after-coreweave-s-bonds-hit-15-yields The Inference en 2026-10-21T15:20:50.532Z Nebius posts live GPU spot prices days after CoreWeave's bonds hit 15% yields https://theinference.org/article/eli-lilly-hits-a-record-high-one-week-before-the-quarter-that-tests-ricks-s-volume-bet The Inference en 2026-10-21T15:19:50.777Z Eli Lilly hits a record high one week before the quarter that tests Ricks's volume bet https://theinference.org/article/constellation-spent-2-42-million-lobbying-washington-the-same-month-it-sold-google-3-590-megawatts The Inference en 2026-10-21T15:18:50.452Z Constellation spent $2.42 million lobbying Washington the same month it sold Google 3,590 megawatts https://theinference.org/article/twilio-s-1-07-billion-profit-was-a-one-time-tax-entry-four-banks-still-raised-price-targets The Inference en 2026-10-21T15:17:50.887Z Twilio's $1.07 billion profit was a one-time tax entry; four banks still raised price targets https://theinference.org/article/netflix-opens-its-ad-inventory-to-the-trade-desk-which-needs-growth-above-3-as-agencies-press-fees The Inference en 2026-10-21T15:16:50.793Z Netflix opens its ad inventory to The Trade Desk, which needs growth above 3% as agencies press fees https://theinference.org/article/meta-s-15-year-policy-chief-leaves-in-2027-as-the-power-bill-for-ai-comes-due The Inference en 2026-10-21T14:51:50.220Z Meta's 15-year policy chief leaves in 2027 as the power bill for AI comes due https://theinference.org/article/zoom-moves-zoom-cx-billing-from-seats-to-one-annual-spend-pool-its-first-break-from-per-seat-pricing The Inference en 2026-10-21T14:50:50.216Z Zoom moves Zoom CX billing from seats to one annual spend pool, its first break from per-seat pricing https://theinference.org/article/olo-takes-a-flat-5-on-delivery-where-doordash-and-uber-eats-charge-restaurants-up-to-30 The Inference en 2026-10-21T14:49:50.200Z Olo takes a flat 5% on delivery where DoorDash and Uber Eats charge restaurants up to 30% https://theinference.org/article/replit-s-exit-from-anthropic-s-top-five-lands-the-same-week-anthropic-asks-the-market-for-750-billion The Inference en 2026-10-21T14:48:50.175Z Replit's exit from Anthropic's top five lands the same week Anthropic asks the market for $750 billion https://theinference.org/article/airbnb-and-amadeus-sell-rain-insurance-12-days-apart-amadeus-says-bookings-convert-11-better The Inference en 2026-10-21T14:47:49.950Z Airbnb and Amadeus sell rain insurance 12 days apart; Amadeus says bookings convert 11% better https://theinference.org/article/check-point-found-litellm-let-any-signed-in-user-seize-admin-97-million-downloads-a-month The Inference en 2026-10-21T14:46:50.005Z Check Point found LiteLLM let any signed-in user seize admin; 97 million downloads a month https://theinference.org/article/servicenow-cut-214-san-diego-jobs-in-2026-as-gaap-operating-income-fell-55-earnings-october-28 The Inference en 2026-10-21T14:45:59.509Z ServiceNow cut 214 San Diego jobs in 2026 as GAAP operating income fell 55%; earnings October 28 https://theinference.org/article/at-t-posts-a-record-769-000-internet-net-adds-while-its-fiber-crews-picket-in-nine-states The Inference en 2026-10-21T14:32:49.904Z AT&T posts a record 769,000 internet net adds while its fiber crews picket in nine states https://theinference.org/article/adp-s-hiring-gauge-fell-to-18-500-weekly-job-adds-from-26-000-yet-the-stock-sits-near-its-52-week-high The Inference en 2026-10-21T14:26:49.806Z ADP's hiring gauge fell to 18,500 weekly job adds from 26,000, yet the stock sits near its 52-week high https://theinference.org/article/the-seat-salesforce-sells-is-shrinking-and-the-agent-replacing-it-costs-2-5-cents The Inference en 2026-10-21T14:18:49.867Z The Seat Salesforce Sells Is Shrinking, and the Agent Replacing It Costs 2.5 Cents https://theinference.org/article/openai-s-97-9-cobol-score-revives-the-promise-that-knocked-13-off-ibm-in-february The Inference en 2026-10-21T14:17:49.737Z OpenAI's 97.9% COBOL score revives the promise that knocked 13% off IBM in February https://theinference.org/article/samsung-electro-mechanics-joins-nvidia-s-substrate-chain-with-a-5-billion-capex-plan-and-no-advance-named The Inference en 2026-10-21T14:16:49.727Z Samsung Electro-Mechanics joins Nvidia's substrate chain with a $5 billion capex plan and no advance named https://theinference.org/article/qualcomm-to-cut-jobs-worldwide-from-november-no-headcount-named-against-a-52-000-person-workforce The Inference en 2026-10-21T14:15:49.816Z Qualcomm to cut jobs worldwide from November, no headcount named against a 52,000-person workforce https://theinference.org/article/sandisk-s-93-9-billion-floor-is-contracted-but-samsung-and-sk-hynix-add-nand-layers-in-china The Inference en 2026-10-21T14:14:49.288Z Sandisk's $93.9 billion floor is contracted, but Samsung and SK hynix add NAND layers in China https://theinference.org/article/td-cowen-and-wells-fargo-cut-microchip-to-75-and-80-the-26-analyst-consensus-still-holds-107 The Inference en 2026-10-21T14:13:49.278Z TD Cowen and Wells Fargo cut Microchip to $75 and $80; the 26-analyst consensus still holds $107 https://theinference.org/article/macom-sells-the-optical-front-end-ocp-says-suppliers-still-lack-and-coreweave-credit-fear-cut-the-stock-20 The Inference en 2026-10-21T14:12:49.381Z MACOM sells the optical front end OCP says suppliers still lack, and CoreWeave credit fear cut the stock 20% https://theinference.org/article/insurers-bought-740-million-of-meta-tied-coreweave-debt-as-credit-markets-price-a-60-default The Inference en 2026-10-21T14:11:49.308Z Insurers bought $740 million of Meta-tied CoreWeave debt as credit markets price a 60% default https://theinference.org/article/nextdc-fell-42-after-a-melbourne-suburb-s-parked-cars-delayed-the-power-line-for-its-m3-data-center The Inference en 2026-10-21T13:57:49.470Z NextDC fell 42% after a Melbourne suburb's parked cars delayed the power line for its M3 data center https://theinference.org/article/tsmc-broke-its-own-rule-to-add-a-3nm-fab-two-days-later-four-workers-died The Inference en 2026-10-21T13:56:49.432Z TSMC broke its own rule to add a 3nm fab. Two days later, four workers died. https://theinference.org/article/barclays-cuts-nuscale-to-underweight-with-a-5-target-16-months-of-cash-no-plant-contract The Inference en 2026-10-21T13:47:56.919Z Barclays cuts NuScale to Underweight with a $5 target; 16 months of cash, no plant contract https://theinference.org/article/ambarella-s-mystery-bidder-narrows-to-four-names-and-the-stock-hasn-t-noticed The Inference en 2026-10-21T13:23:49.465Z Ambarella's mystery bidder narrows to four names, and the stock hasn't noticed https://theinference.org/article/exploit-code-went-public-five-days-before-fortinet-s-earnings-call-and-arete-says-sell-at-117 The Inference en 2026-10-21T13:18:49.132Z Exploit code went public five days before Fortinet's earnings call, and Arete says Sell at $117 https://theinference.org/article/intel-s-2027-packaging-ramps-meet-a-substrate-wall-45-yields-20-material-gap The Inference en 2026-10-21T13:17:49.454Z Intel's 2027 packaging ramps meet a substrate wall: 45% yields, 20% material gap https://theinference.org/article/td-cowen-cerebras-own-underwriter-now-marks-the-stock-below-its-ipo-price The Inference en 2026-10-21T13:16:49.362Z TD Cowen, Cerebras' own underwriter, now marks the stock below its IPO price https://theinference.org/article/teradyne-now-owns-a-piece-of-the-consumable-every-ai-chip-is-tested-through The Inference en 2026-10-21T13:15:49.107Z Teradyne now owns a piece of the consumable every AI chip is tested through https://theinference.org/article/report-groq-s-next-lpu-stacks-dram-dropping-its-sram-only-design The Inference en 2026-10-21T13:14:49.201Z Report: Groq's next LPU stacks DRAM, dropping its SRAM-only design https://theinference.org/article/nvidia-lifts-amkor-agreements-to-3-billion-on-commitments-it-can-still-change The Inference en 2026-10-21T13:13:49.666Z Nvidia lifts Amkor agreements to $3 billion, on commitments it can still change https://theinference.org/article/bloom-energy-s-63-5x-premium-rides-on-oracle-s-2-45-gigawatt-campus-and-a-december-7-air-permit-hearing The Inference en 2026-10-21T13:09:56.689Z Bloom Energy's 63.5x premium rides on Oracle's 2.45-gigawatt campus and a December 7 air-permit hearing https://theinference.org/article/parsons-wins-85-million-to-supervise-not-build-space-command-s-campus-after-its-15-million-loss-quarter The Inference en 2026-10-21T01:50:40.422Z Parsons wins $85 million to supervise, not build, Space Command's campus after its $15 million loss quarter https://theinference.org/article/xperi-s-7-7-million-cars-now-deliver-radio-ratings-in-550-markets-as-nielsen-loses-its-audited-label-in-22 The Inference en 2026-10-21T01:38:40.773Z Xperi's 7.7 million cars now deliver radio ratings in 550 markets as Nielsen loses its audited label in 22 https://theinference.org/article/amadeus-s-passport-free-uk-border-at-13-airports-turns-biometrics-into-contracted-revenue The Inference en 2026-10-21T01:29:40.290Z Amadeus's passport-free UK border at 13 airports turns biometrics into contracted revenue https://theinference.org/article/tsmc-pays-globalfoundries-2-billion-for-ai-chip-packaging-as-vanguard-s-sold-out-singapore-fab-joins The Inference en 2026-10-21T01:25:40.206Z TSMC pays GlobalFoundries $2 billion for AI chip packaging as Vanguard's sold-out Singapore fab joins https://theinference.org/article/anthropic-gives-away-the-bug-scanner-qihoo-360-called-a-cyber-nuclear-weapon The Inference en 2026-10-21T01:24:40.238Z Anthropic gives away the bug scanner Qihoo 360 called a 'cyber nuclear weapon' https://theinference.org/article/gumloop-s-browser-clears-captchas-as-jpmorgan-and-schwab-block-ai-agents-and-amazon-sues-perplexity The Inference en 2026-10-21T01:23:40.807Z Gumloop's browser clears CAPTCHAs as JPMorgan and Schwab block AI agents and Amazon sues Perplexity https://theinference.org/article/olympus-banked-341-million-at-18-accelevation-now-trades-31-lower The Inference en 2026-10-21T01:16:40.423Z Olympus banked $341 million at $18. Accelevation now trades 31% lower https://theinference.org/article/cxmt-s-memory-push-cut-tokyo-electron-7-twice-in-three-sessions-october-30-tests-its-china-line The Inference en 2026-10-21T01:14:40.374Z CXMT's memory push cut Tokyo Electron 7% twice in three sessions; October 30 tests its China line https://theinference.org/article/socionext-expects-up-to-5x-productivity-from-cadence-s-ai-agent-on-a-3nm-chip-cadence-reports-october-26 The Inference en 2026-10-21T01:02:40.384Z Socionext expects up to 5X productivity from Cadence's AI agent on a 3nm chip; Cadence reports October 26 https://theinference.org/article/rs-technologies-abandons-car-cameras-for-ai-wafers-booking-an-unsized-loss-results-land-november-12 The Inference en 2026-10-20T23:39:39.998Z RS Technologies abandons car cameras for AI wafers, booking an unsized loss; results land November 12 https://theinference.org/article/supermicro-s-quarter-is-4-billion-above-its-guidance-at-12-margins-micron-s-taiwan-workers-strike-thursday The Inference en 2026-10-20T23:33:40.057Z Supermicro's quarter is $4 billion above its guidance at 12% margins; Micron's Taiwan workers strike Thursday https://theinference.org/article/the-wall-street-journal-s-six-show-streaming-plan-projects-75-million-viewers-on-unproven-ad-rates The Inference en 2026-10-20T23:31:58.669Z The Wall Street Journal's six-show streaming plan projects 75 million viewers on unproven ad rates https://theinference.org/article/murata-dates-its-ai-optics-bet-first-samples-this-quarter-mass-production-in-2028-earnings-october-30 The Inference en 2026-10-20T23:30:40.274Z Murata dates its AI optics bet: first samples this quarter, mass production in 2028, earnings October 30 https://theinference.org/article/fastly-lets-publishers-bill-each-ai-crawler-by-company-chasing-cloudflare-s-pay-per-crawl The Inference en 2026-10-20T23:29:40.128Z Fastly lets publishers bill each AI crawler by company, chasing Cloudflare's pay-per-crawl https://theinference.org/article/gigadevice-votes-today-on-a-37-5-bigger-dram-wafer-bill-from-cxmt-its-chairman-s-other-company The Inference en 2026-10-20T23:28:39.944Z GigaDevice votes today on a 37.5% bigger DRAM wafer bill from CXMT, its chairman's other company https://theinference.org/article/wise-mybundle-and-motorola-all-began-selling-phone-service-on-one-supplier-gigs-in-three-weeks The Inference en 2026-10-20T23:27:49.527Z Wise, MyBundle and Motorola all began selling phone service on one supplier, Gigs, in three weeks https://theinference.org/article/intuitive-surgical-settles-hospitals-da-vinci-antitrust-case-for-450-million-the-conduct-terms-are-unread The Inference en 2026-10-20T23:26:40.314Z Intuitive Surgical settles hospitals' da Vinci antitrust case for $450 million; the conduct terms are unread https://theinference.org/article/nan-ya-pcb-outsold-all-of-2025-in-nine-months-as-amd-pays-to-loosen-taiwan-s-substrate-squeeze The Inference en 2026-10-20T23:19:40.094Z Nan Ya PCB outsold all of 2025 in nine months as AMD pays to loosen Taiwan's substrate squeeze https://theinference.org/article/spacex-is-now-half-an-ai-company-and-starlink-is-paying-for-it The Inference en 2026-10-20T21:55:35.720Z SpaceX is now half an AI company, and Starlink is paying for it https://theinference.org/article/netflix-cut-1-000-jobs-then-took-300-million-off-its-2026-ad-forecast-new-markets-open-march-2027 The Inference en 2026-10-20T21:50:35.318Z Netflix cut 1,000 jobs, then took $300 million off its 2026 ad forecast; new markets open March 2027 https://theinference.org/article/db-hitek-raised-china-prices-30-and-beat-the-market-still-cut-it-22-on-coreweave-s-credit-shock The Inference en 2026-10-20T21:44:31.010Z DB HiTek raised China prices 30% and beat; the market still cut it 22% on CoreWeave's credit shock https://theinference.org/article/novatek-microelectronics-guides-gross-margin-down-to-38-5-41-5-as-its-stock-holds-nt-585-above-every-target The Inference en 2026-10-20T21:41:28.092Z Novatek Microelectronics guides gross margin down to 38.5-41.5% as its stock holds NT$585, above every target https://theinference.org/article/yageo-fell-16-percent-in-five-sessions-despite-record-revenue-october-29-tests-eps-of-twd-5-27 The Inference en 2026-10-20T21:38:26.875Z Yageo fell 16 percent in five sessions despite record revenue; October 29 tests EPS of TWD 5.27 https://theinference.org/article/xiaomi-s-su7-deliveries-fell-19-55-in-september-while-it-spent-hk-112-million-buying-back-stock The Inference en 2026-10-20T21:35:24.587Z Xiaomi's SU7 deliveries fell 19.55% in September while it spent HK$112 million buying back stock https://theinference.org/article/black-forest-labs-gives-klein-away-free-fal-prices-flux-3-max-at-75-off-and-keeps-the-customer The Inference en 2026-10-20T21:32:23.494Z Black Forest Labs gives Klein away free; fal prices FLUX 3 Max at 75% off and keeps the customer https://theinference.org/article/anduril-s-90-billion-tender-prices-the-arsenal-2-promise-not-the-delivery The Inference en 2026-10-20T21:29:20.708Z Anduril's $90 billion tender prices the Arsenal-2 promise, not the delivery https://theinference.org/article/bank-of-nova-scotia-went-quiet-on-penguin-solutions-at-2-53-three-weeks-before-its-fiscal-q4-print The Inference en 2026-10-20T21:26:19.343Z Bank of Nova Scotia went quiet on Penguin Solutions at 2.53% three weeks before its fiscal Q4 print https://theinference.org/article/skydio-sells-the-army-one-soldier-two-drone-targeting-after-a-52-million-order-as-its-police-deals-shrink The Inference en 2026-10-20T21:23:16.789Z Skydio sells the Army one-soldier, two-drone targeting after a $52 million order as its police deals shrink https://theinference.org/article/cohu-s-ceo-sold-6-7-million-of-stock-near-the-74-69-all-time-high-the-stock-has-fallen-to-50-81 The Inference en 2026-10-20T21:20:15.415Z Cohu's CEO sold $6.7 million of stock near the $74.69 all-time high; the stock has fallen to $50.81 https://theinference.org/article/dhl-raises-its-2026-ebit-target-to-more-than-7-0-billion-as-germany-s-95-cent-letter-goes-to-1-15 The Inference en 2026-10-20T21:17:12.501Z DHL raises its 2026 EBIT target to more than €7.0 billion as Germany's 95-cent letter goes to €1.15 https://theinference.org/article/abb-values-mitsubishi-electric-s-breakers-at-1-4x-sales-four-days-after-foxconn-s-0-37x-for-its-car-parts The Inference en 2026-10-20T18:01:39.376Z ABB values Mitsubishi Electric's breakers at 1.4x sales, four days after Foxconn's 0.37x for its car parts https://theinference.org/article/nidec-s-own-committee-puts-founder-nagamori-on-the-hook-28-7-billion-suit-earnings-oct-26 The Inference en 2026-10-20T18:00:39.417Z Nidec's own committee puts founder Nagamori on the hook; ¥28.7 billion suit, earnings Oct. 26 https://theinference.org/article/mastercard-launches-stablecoin-risk-screening-into-a-payments-market-still-0-03-of-visa-s-volume The Inference en 2026-10-20T17:10:38.092Z Mastercard launches stablecoin risk screening into a payments market still 0.03% of Visa's volume https://theinference.org/article/red-cat-s-ceo-sold-stock-four-days-before-asking-shareholders-to-fund-his-230-million-bid The Inference en 2026-10-20T17:09:38.088Z Red Cat's CEO Sold Stock Four Days Before Asking Shareholders to Fund His $230 Million Bid https://theinference.org/article/centcom-confirms-saronic-s-corsair-as-the-first-american-sea-drone-used-in-combat-greece-wants-over-30 The Inference en 2026-10-20T17:08:37.884Z CENTCOM confirms Saronic's Corsair as the first American sea drone used in combat; Greece wants over 30 https://theinference.org/article/figure-s-founder-says-its-robot-walked-348-miles-on-a-cord-the-39-billion-mark-rests-on-rented-robots The Inference en 2026-10-20T17:07:38.145Z Figure's founder says its robot walked 348 miles on a cord; the $39 billion mark rests on rented robots https://theinference.org/article/roblox-s-las-vegas-suit-alleges-public-chat-still-lets-adults-reach-kids-after-its-12-million-nevada-deal The Inference en 2026-10-20T17:06:38.396Z Roblox's Las Vegas suit alleges public chat still lets adults reach kids after its $12 million Nevada deal https://theinference.org/article/autodesk-names-forma-to-replace-revit-before-pricing-the-ai-aeco-is-49-7-of-revenue-nov-27-prints The Inference en 2026-10-20T17:05:38.764Z Autodesk names Forma to replace Revit before pricing the AI; AECO is 49.7% of revenue, Nov. 27 prints https://theinference.org/article/investors-cut-asm-international-8-6-on-a-china-scare-its-oct-27-report-tests-a-1-1-billion-quarter The Inference en 2026-10-20T17:04:38.683Z Investors cut ASM International 8.6% on a China scare; its Oct. 27 report tests a €1.1 billion quarter https://theinference.org/article/at-t-fiber-crews-picket-as-blackrock-s-gip-and-canada-s-pension-fund-agree-to-buy-half-the-venture The Inference en 2026-10-20T16:29:59.033Z AT&T fiber crews picket as BlackRock's GIP and Canada's pension fund agree to buy half the venture https://theinference.org/article/goldman-recorded-the-fastest-hedge-fund-tech-exit-in-its-history-then-started-selling-the-hedge The Inference en 2026-10-20T16:28:58.547Z Goldman recorded the fastest hedge-fund tech exit in its history, then started selling the hedge https://theinference.org/article/ciena-promised-30-growth-through-2029-four-executives-sold-2-6-million-of-stock-mid-slide The Inference en 2026-10-20T16:26:58.707Z Ciena Promised 30% Growth Through 2029. Four Executives Sold $2.6 Million of Stock Mid-Slide. https://theinference.org/article/anthropic-told-investors-it-turned-its-first-profit-as-openai-races-to-raise-30-billion The Inference en 2026-10-20T16:22:58.732Z Anthropic told investors it turned its first profit as OpenAI races to raise $30 billion https://theinference.org/article/the-army-invites-second-builders-for-lockheed-martin-s-4-9-billion-missile-contract-replies-due-october-30 The Inference en 2026-10-20T16:21:58.541Z The Army invites second builders for Lockheed Martin's $4.9 billion missile contract; replies due October 30 https://theinference.org/article/ice-cancels-a-5-million-to-10-million-visa-vetting-competition-and-moves-the-system-onto-palantir-foundry The Inference en 2026-10-20T16:20:58.570Z ICE cancels a $5 million to $10 million visa-vetting competition and moves the system onto Palantir Foundry https://theinference.org/article/axon-trades-at-161-times-earnings-as-it-takes-binghamton-from-flock-texas-s-grant-ban-names-axon-too The Inference en 2026-10-20T16:19:58.338Z Axon trades at 161 times earnings as it takes Binghamton from Flock; Texas's grant ban names Axon too https://theinference.org/article/the-trade-desk-repriced-options-to-12-26-after-cutting-575-jobs-232-5-million-votes-opposed The Inference en 2026-10-20T16:18:58.462Z The Trade Desk repriced options to $12.26 after cutting 575 jobs; 232.5 million votes opposed https://theinference.org/article/cloudflare-claims-10-million-developers-as-the-stock-falls-15-and-two-insiders-sell The Inference en 2026-10-20T16:18:08.940Z Cloudflare claims 10 million developers as the stock falls 15% and two insiders sell https://theinference.org/article/baker-hughes-and-ge-vernova-sign-for-up-to-16-venture-global-power-islands-first-order-due-dec-31 The Inference en 2026-10-20T15:36:58.701Z Baker Hughes and GE Vernova sign for up to 16 Venture Global power islands; first order due Dec. 31 https://theinference.org/article/south-korea-s-pension-lost-148-billion-in-100-days-samsung-and-sk-hynix-carry-72-of-it The Inference en 2026-10-20T15:35:58.902Z South Korea's pension lost $148 billion in 100 days; Samsung and SK hynix carry 72% of it https://theinference.org/article/meta-s-free-muse-spark-open-license-forces-api-sellers-over-20-million-in-revenue-to-sign-nebius-sells-it The Inference en 2026-10-20T15:34:58.449Z Meta's free Muse Spark Open license forces API sellers over $20 million in revenue to sign; Nebius sells it https://theinference.org/article/spotify-kept-50-million-ai-tracks-off-recommendations-they-are-10-times-likelier-to-earn-no-royalties The Inference en 2026-10-20T15:33:58.937Z Spotify kept 50 million AI tracks off recommendations; they are 10 times likelier to earn no royalties https://theinference.org/article/dell-says-6-500-companies-bought-ai-factories-barclays-says-it-is-mostly-memory-prices The Inference en 2026-10-20T15:32:58.870Z Dell says 6,500 companies bought AI factories. Barclays says it is mostly memory prices. https://theinference.org/article/monday-com-s-ai-callers-run-on-twilio-and-twilio-s-oct-29-print-meets-price-targets-160-apart The Inference en 2026-10-20T15:25:58.520Z monday.com's AI callers run on Twilio, and Twilio's Oct. 29 print meets price targets $160 apart https://theinference.org/article/spacex-s-ai-revenue-is-set-to-more-than-double-to-6-47-billion-on-turbines-a-clean-air-act-suit-could-shut The Inference en 2026-10-20T15:08:58.481Z SpaceX's AI revenue is set to more than double to $6.47 billion on turbines a Clean Air Act suit could shut https://theinference.org/article/google-sells-gemini-through-19-000-cognizant-and-accenture-staff-then-straight-to-us-agencies The Inference en 2026-10-20T15:08:00.805Z Google sells Gemini through 19,000 Cognizant and Accenture staff, then straight to US agencies https://theinference.org/article/israel-s-biggest-insurer-has-doubled-its-camtek-stake-to-10-06-while-the-market-sold The Inference en 2026-10-20T15:06:58.698Z Israel's biggest insurer has doubled its Camtek stake to 10.06% while the market sold https://theinference.org/article/constellation-sold-gas-at-1-4-million-a-megawatt-then-priced-nuclear-at-4-8-million The Inference en 2026-10-20T15:05:58.563Z Constellation sold gas at $1.4 million a megawatt, then priced nuclear at $4.8 million https://theinference.org/article/aurora-needs-1-000-trucks-in-2027-volvo-expects-300-waabi-says-it-can-fill-every-one The Inference en 2026-10-20T15:04:58.544Z Aurora needs 1,000 trucks in 2027. Volvo expects 300. Waabi says it can fill every one. https://theinference.org/article/molina-s-earnings-fix-is-shrinkage-and-october-21-tests-whether-medicaid-can-carry-it The Inference en 2026-10-20T15:03:58.471Z Molina's earnings fix is shrinkage, and October 21 tests whether Medicaid can carry it https://theinference.org/article/salesforce-buys-braze-for-5-66-billion-while-5-of-its-users-have-upgraded-to-its-ai-tiers The Inference en 2026-10-20T15:03:00.001Z Salesforce buys Braze for $5.66 billion while 5% of its users have upgraded to its AI tiers https://theinference.org/article/seoul-called-sk-hynix-s-solidigm-listing-a-breach-then-underwrote-1-5-billion-for-its-suppliers The Inference en 2026-10-20T15:01:58.944Z Seoul called SK hynix's Solidigm listing a breach, then underwrote $1.5 billion for its suppliers https://theinference.org/article/arm-s-officers-sold-62-million-of-stock-as-a-judge-weighs-five-years-of-qualcomm-royalties The Inference en 2026-10-20T14:59:58.397Z Arm's officers sold $62 million of stock as a judge weighs five years of Qualcomm royalties https://theinference.org/article/arrow-electronics-is-the-cheapest-of-the-four-big-us-distributors-after-its-operating-income-roughly-doubled The Inference en 2026-10-20T14:58:58.568Z Arrow Electronics is the cheapest of the four big US distributors after its operating income roughly doubled https://theinference.org/article/sea-limited-signals-a-monee-ipo-and-an-ai-cloud-founder-forrest-li-sold-137-million-and-bought-nothing The Inference en 2026-10-20T14:57:59.278Z Sea Limited signals a Monee IPO and an AI cloud; founder Forrest Li sold $137 million and bought nothing https://theinference.org/article/keybanc-says-apple-cut-wafer-starts-worth-up-to-20-million-iphones-before-cirrus-logic-s-november-4-print The Inference en 2026-10-20T13:38:58.715Z KeyBanc says Apple cut wafer starts worth up to 20 million iPhones before Cirrus Logic's November 4 print https://theinference.org/article/apple-s-badge-for-dupont-spinoff-qnity-arrives-the-same-week-apple-cuts-iphone-18-pro-orders-by-at-least-15 The Inference en 2026-10-20T13:37:58.929Z Apple's badge for DuPont spinoff Qnity arrives the same week Apple cuts iPhone 18 Pro orders by at least 15% https://theinference.org/article/the-market-sold-analog-devices-as-an-ai-stock-ubs-finds-analog-inventory-down-15-and-prices-up-12 The Inference en 2026-10-20T13:36:58.281Z The market sold Analog Devices as an AI stock; UBS finds analog inventory down 15% and prices up 12% https://theinference.org/article/marvell-trades-at-77-4-times-earnings-as-sk-hynix-s-first-commercial-memory-runs-on-a-startup-s-chip The Inference en 2026-10-20T13:35:58.474Z Marvell trades at 77.4 times earnings as SK hynix's first commercial memory runs on a startup's chip https://theinference.org/article/citigroup-says-14-000-engineers-on-devin-cut-vendor-spend-30-cognition-s-48-billion-mark-waits-on-december The Inference en 2026-10-20T13:33:58.536Z Citigroup says 14,000 engineers on Devin cut vendor spend 30%; Cognition's $48 billion mark waits on December https://theinference.org/article/poet-s-november-16-report-tests-a-0-7-million-quarter-against-its-malaysia-800g-promise The Inference en 2026-10-20T13:29:58.438Z POET's November 16 report tests a $0.7 million quarter against its Malaysia 800G promise https://theinference.org/article/entergy-puts-google-s-600-million-arkansas-grid-build-on-google-s-tab-promising-2-1-billion-of-savings The Inference en 2026-10-20T13:22:59.365Z Entergy puts Google's $600 million Arkansas grid build on Google's tab, promising $2.1 billion of savings https://theinference.org/article/amd-backs-the-rent-on-core-scientific-s-529-megawatts-of-15-year-ai-leases-on-terms-never-filed The Inference en 2026-10-20T13:22:04.624Z AMD backs the rent on Core Scientific's 529 megawatts of 15-year AI leases, on terms never filed https://theinference.org/article/tdk-owns-the-one-part-ai-storage-cannot-do-without-and-speaks-on-october-30 The Inference en 2026-10-20T01:18:49.157Z TDK owns the one part AI storage cannot do without, and speaks on October 30 https://theinference.org/article/nine-issuer-vetoes-are-the-real-test-of-coinbase-s-500-stock-plan The Inference en 2026-10-20T01:08:49.109Z Nine issuer vetoes are the real test of Coinbase's 500-stock plan https://theinference.org/article/amazon-edits-nvidia-s-lock-in-out-of-pytorch-and-points-its-25-billion-chip-business-at-coreweave-and-nebius The Inference en 2026-10-19T23:29:00.232Z Amazon edits Nvidia's lock-in out of PyTorch and points its $25 billion chip business at CoreWeave and Nebius https://theinference.org/article/salesforce-s-hunter-ships-zoominfo-s-data-with-no-separate-contract-or-price-zoominfo-is-down-59-4-in-2026 The Inference en 2026-10-19T22:14:23.637Z Salesforce's Hunter ships ZoomInfo's data with no separate contract or price; ZoomInfo is down 59.4% in 2026 https://theinference.org/article/mach-industries-unveils-pike-its-1-000-mile-missile-as-the-army-pays-lockheed-1-2-billion The Inference en 2026-10-19T21:36:23.667Z Mach Industries unveils Pike, its 1,000-mile missile, as the Army pays Lockheed $1.2 billion https://theinference.org/article/silicom-built-70-7-million-of-inventory-for-a-50-revenue-ramp-a-25-9-slide-meets-the-oct-29-print The Inference en 2026-10-19T21:31:23.492Z Silicom built $70.7 million of inventory for a 50% revenue ramp; a 25.9% slide meets the Oct. 29 print https://theinference.org/article/visa-s-new-stablecoin-rail-is-0-14-percent-of-its-volume-its-stock-just-hit-a-year-high The Inference en 2026-10-19T21:25:23.858Z Visa's new stablecoin rail is 0.14 percent of its volume. Its stock just hit a year high. https://theinference.org/article/accenture-funds-29-of-claude-a-month-per-person-then-guides-margin-up-every-year-to-fiscal-2029 The Inference en 2026-10-19T21:22:23.775Z Accenture funds $29 of Claude a month per person, then guides margin up every year to fiscal 2029 https://theinference.org/article/jpmorgan-put-5-billion-into-defense-startups-and-one-castelion-is-challenging-lockheed-s-missile The Inference en 2026-10-19T19:38:22.680Z JPMorgan put $5 billion into defense startups, and one, Castelion, is challenging Lockheed's missile https://theinference.org/article/netflix-cut-1-000-jobs-then-said-each-dubbed-language-takes-50-to-60-people-results-come-tuesday The Inference en 2026-10-19T19:23:22.652Z Netflix cut 1,000 jobs, then said each dubbed language takes 50 to 60 people; results come Tuesday https://theinference.org/article/aep-and-amazon-backed-x-energy-agreed-only-to-study-a-960-megawatt-nuclear-site-the-lockup-lifts-this-week The Inference en 2026-10-19T19:21:23.029Z AEP and Amazon-backed X-energy agreed only to study a 960-megawatt nuclear site; the lockup lifts this week https://theinference.org/article/enterprise-ai-buyers-learned-to-pay-less-per-task-as-coreweave-s-debt-implies-63-five-year-default-odds The Inference en 2026-10-19T19:20:22.711Z Enterprise AI buyers learned to pay less per task as CoreWeave's debt implies 63% five-year default odds https://theinference.org/article/blue-origin-asks-faa-to-let-new-glenn-fly-50-times-a-year-amazon-s-satellites-wait-on-a-december-flight The Inference en 2026-10-19T19:18:22.733Z Blue Origin asks FAA to let New Glenn fly 50 times a year; Amazon's satellites wait on a December flight https://theinference.org/article/axon-s-quote-to-santa-clara-county-50-4-million-now-61-7-million-if-it-waits The Inference en 2026-10-19T18:29:22.834Z Axon's quote to Santa Clara County: $50.4 million now, $61.7 million if it waits https://theinference.org/article/modal-raised-at-15-75-times-run-rate-default-insurance-implies-better-than-even-odds-coreweave-fails The Inference en 2026-10-19T18:27:22.774Z Modal raised at 15.75 times run rate; default insurance implies better-than-even odds CoreWeave fails https://theinference.org/article/xcel-s-780-megawatt-google-deal-pays-even-if-the-ai-boom-cools-both-bets-wait-on-one-minnesota-ruling The Inference en 2026-10-19T18:26:22.639Z Xcel's 780-megawatt Google deal pays even if the AI boom cools; both bets wait on one Minnesota ruling https://theinference.org/article/ondas-owns-the-regna-military-models-venture-outright-palantir-discloses-no-equity-price-or-contract The Inference en 2026-10-19T18:25:22.807Z Ondas owns the Regna military-models venture outright; Palantir discloses no equity, price or contract https://theinference.org/article/sailpoint-s-cto-said-it-is-near-agi-as-the-company-barred-revenue-talk-ai-is-under-6-of-arr The Inference en 2026-10-19T18:18:22.772Z SailPoint's CTO said it is near AGI as the company barred revenue talk; AI is under 6% of ARR