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      <news:title>Nvidia's networking hit $17.5 billion, more than Cisco's product sales; Arista Networks reports Tuesday</news:title>
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      <news:title>F5 delivered its best AI-era quarter and lost a quarter of its value in three days</news:title>
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      <news:title>Microsoft borrows $25 billion to own the AI capacity it used to rent</news:title>
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      <news:title>Bentley Systems director Raymond Bentley filed to sell $67.5 million of stock before the November 5 print</news:title>
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      <news:title>Dropbox cuts 200 jobs and loses its CTO with the stock trading above its average analyst target</news:title>
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      <news:publication_date>2026-11-01T15:09:02.325Z</news:publication_date>
      <news:title>TTM Technologies bought $100 million of itself at $86.31 and its CEO followed at $88</news:title>
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    <loc>https://theinference.org/article/kla-says-optical-parts-pace-its-shipments-coherent-and-lumentum-report-november-4-and-5</loc>
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      <news:publication_date>2026-11-01T14:18:01.003Z</news:publication_date>
      <news:title>KLA says optical parts pace its shipments; Coherent and Lumentum report November 4 and 5</news:title>
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    <loc>https://theinference.org/article/maxlinear-says-it-will-take-20-to-30-of-credo-s-next-1-6t-cable-market-and-credo-reports-in-december</loc>
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      <news:publication_date>2026-11-01T14:17:01.026Z</news:publication_date>
      <news:title>MaxLinear says it will take 20% to 30% of Credo's next 1.6T cable market, and Credo reports in December</news:title>
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  <url>
    <loc>https://theinference.org/article/cohu-s-1-billion-ai-pipeline-has-only-230-million-qualified-and-seven-programs-decide-its-2027-guide</loc>
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      <news:publication>
        <news:name>The Inference</news:name>
        <news:language>en</news:language>
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      <news:publication_date>2026-11-01T14:16:00.892Z</news:publication_date>
      <news:title>Cohu's $1 billion AI pipeline has only $230 million qualified, and seven programs decide its 2027 guide</news:title>
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    <loc>https://theinference.org/article/astera-labs-showed-a-50-meter-optical-link-and-dated-its-optics-for-early-2027-before-november-3-earnings</loc>
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      <news:publication_date>2026-11-01T14:15:02.111Z</news:publication_date>
      <news:title>Astera Labs showed a 50-meter optical link and dated its optics for early 2027, before November 3 earnings</news:title>
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    <loc>https://theinference.org/article/sequans-market-cap-is-12-5-million-below-the-nyse-s-50-million-line-before-november-3-results</loc>
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        <news:name>The Inference</news:name>
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      <news:publication_date>2026-11-01T14:14:00.899Z</news:publication_date>
      <news:title>Sequans' market cap is $12.5 million below the NYSE's $50 million line before November 3 results</news:title>
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  <url>
    <loc>https://theinference.org/article/vanguard-international-semiconductor-and-nxp-put-320-million-into-their-singapore-fab-since-august</loc>
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        <news:name>The Inference</news:name>
        <news:language>en</news:language>
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      <news:publication_date>2026-11-01T03:29:51.418Z</news:publication_date>
      <news:title>Vanguard International Semiconductor and NXP put $320 million into their Singapore fab since August</news:title>
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  <url>
    <loc>https://theinference.org/article/epic-won-fda-clearance-for-its-deterioration-score-with-rival-agilemd-s-algorithm-as-the-benchmark</loc>
    <news:news>
      <news:publication>
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        <news:language>en</news:language>
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      <news:publication_date>2026-11-01T03:27:51.182Z</news:publication_date>
      <news:title>Epic won FDA clearance for its deterioration score with rival AgileMD's algorithm as the benchmark</news:title>
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  </url>
  <url>
    <loc>https://theinference.org/article/wec-s-47-5-billion-data-center-bet-meets-its-regulatory-test-in-chicago</loc>
    <news:news>
      <news:publication>
        <news:name>The Inference</news:name>
        <news:language>en</news:language>
      </news:publication>
      <news:publication_date>2026-10-31T21:04:45.567Z</news:publication_date>
      <news:title>WEC's $47.5 billion data-center bet meets its regulatory test in Chicago</news:title>
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  </url>
  <url>
    <loc>https://theinference.org/article/neurosurgeons-video-model-built-on-alibaba-s-wan-lists-at-half-a-cent-a-second-on-fal-and-openrouter</loc>
    <news:news>
      <news:publication>
        <news:name>The Inference</news:name>
        <news:language>en</news:language>
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      <news:publication_date>2026-10-31T21:03:46.653Z</news:publication_date>
      <news:title>Neurosurgeons' video model built on Alibaba's Wan lists at half a cent a second on fal and OpenRouter</news:title>
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  <url>
    <loc>https://theinference.org/article/insurers-face-the-first-claims-from-the-php-flaws-behind-the-palo-alto-hack-and-the-losses-are-shutdowns</loc>
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      <news:title>Insurers face the first claims from the PHP flaws behind the Palo Alto hack, and the losses are shutdowns</news:title>
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  <url>
    <loc>https://theinference.org/article/axon-s-cherokee-county-customers-vote-november-3-on-a-37-3-million-renewal-priced-2-6-times-today-s-bill</loc>
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      <news:publication_date>2026-10-31T21:01:46.543Z</news:publication_date>
      <news:title>Axon's Cherokee County customers vote November 3 on a $37.3 million renewal priced 2.6 times today's bill</news:title>
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  <url>
    <loc>https://theinference.org/article/texas-names-sherman-ideal-for-a-two-plant-45-billion-chip-project-and-tsmc-is-the-presumed-buyer</loc>
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      <news:publication_date>2026-10-31T21:00:46.615Z</news:publication_date>
      <news:title>Texas names Sherman ideal for a two-plant, $45 billion chip project, and TSMC is the presumed buyer</news:title>
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  <url>
    <loc>https://theinference.org/article/bristol-myers-locked-tempus-data-through-2031-and-led-pathos-237-million-round-tempus-reports-november-2</loc>
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      <news:publication_date>2026-10-31T19:11:43.412Z</news:publication_date>
      <news:title>Bristol Myers locked Tempus data through 2031 and led Pathos' $237 million round; Tempus reports November 2</news:title>
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  <url>
    <loc>https://theinference.org/article/first-solar-raised-prices-on-every-deal-since-august-the-0-38-per-watt-import-floor-lands-december-4</loc>
    <news:news>
      <news:publication>
        <news:name>The Inference</news:name>
        <news:language>en</news:language>
      </news:publication>
      <news:publication_date>2026-10-31T19:10:42.829Z</news:publication_date>
      <news:title>First Solar raised prices on every deal since August; the $0.38 per watt import floor lands December 4</news:title>
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  <url>
    <loc>https://theinference.org/article/hewlett-packard-enterprise-fell-6-42-after-intel-s-memory-warning-with-11-8-billion-of-inventory</loc>
    <news:news>
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        <news:name>The Inference</news:name>
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      <news:publication_date>2026-10-31T19:09:42.942Z</news:publication_date>
      <news:title>Hewlett Packard Enterprise fell 6.42% after Intel's memory warning, with $11.8 billion of inventory</news:title>
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  <url>
    <loc>https://theinference.org/article/shopify-reports-tuesday-with-42-1-million-settled-on-the-coinbase-stablecoin-rail-it-built</loc>
    <news:news>
      <news:publication>
        <news:name>The Inference</news:name>
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      <news:publication_date>2026-10-31T19:08:43.006Z</news:publication_date>
      <news:title>Shopify reports Tuesday with $42.1 million settled on the Coinbase stablecoin rail it built</news:title>
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  <url>
    <loc>https://theinference.org/article/hp-fell-9-on-intel-s-pc-warning-as-its-insiders-made-seven-sales-and-zero-buys-in-six-months</loc>
    <news:news>
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        <news:name>The Inference</news:name>
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      <news:publication_date>2026-10-31T19:07:43.328Z</news:publication_date>
      <news:title>HP fell 9% on Intel's PC warning as its insiders made seven sales and zero buys in six months</news:title>
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  <url>
    <loc>https://theinference.org/article/microchip-s-nasa-spaceflight-computer-passes-radiation-tests-as-insiders-sell-71-million-buying-none</loc>
    <news:news>
      <news:publication>
        <news:name>The Inference</news:name>
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      <news:publication_date>2026-10-31T18:03:43.469Z</news:publication_date>
      <news:title>Microchip's NASA spaceflight computer passes radiation tests as insiders sell $71 million, buying none</news:title>
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  </url>
  <url>
    <loc>https://theinference.org/article/texas-pacific-land-asks-shareholders-to-bring-it-home-to-texas-as-ai-money-reaches-its-land</loc>
    <news:news>
      <news:publication>
        <news:name>The Inference</news:name>
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      <news:publication_date>2026-10-31T18:02:43.400Z</news:publication_date>
      <news:title>Texas Pacific Land asks shareholders to bring it home to Texas as AI money reaches its land</news:title>
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  <url>
    <loc>https://theinference.org/article/celestica-cut-its-buyback-45-and-its-free-cash-outlook-after-selling-3-45-billion-of-stock-at-310</loc>
    <news:news>
      <news:publication>
        <news:name>The Inference</news:name>
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      <news:publication_date>2026-10-31T18:01:43.337Z</news:publication_date>
      <news:title>Celestica cut its buyback 45% and its free cash outlook after selling $3.45 billion of stock at $310</news:title>
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  <url>
    <loc>https://theinference.org/article/prologis-signs-a-5-billion-share-sale-program-while-paying-for-segro-in-stock</loc>
    <news:news>
      <news:publication>
        <news:name>The Inference</news:name>
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      <news:publication_date>2026-10-31T18:00:43.402Z</news:publication_date>
      <news:title>Prologis signs a $5 billion share-sale program while paying for SEGRO in stock</news:title>
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  <url>
    <loc>https://theinference.org/article/servicenow-s-ceo-called-moveworks-way-ahead-once-on-the-q3-call-the-100-million-acv-was-employeeworks</loc>
    <news:news>
      <news:publication>
        <news:name>The Inference</news:name>
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      <news:publication_date>2026-10-31T17:13:41.414Z</news:publication_date>
      <news:title>ServiceNow's CEO called Moveworks 'way ahead' once on the Q3 call; the $100 million ACV was EmployeeWorks'</news:title>
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  <url>
    <loc>https://theinference.org/article/richtech-robotics-now-trades-below-its-cash-and-the-filings-explain-why</loc>
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      <news:publication>
        <news:name>The Inference</news:name>
        <news:language>en</news:language>
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      <news:publication_date>2026-10-31T17:12:41.698Z</news:publication_date>
      <news:title>Richtech Robotics now trades below its cash, and the filings explain why</news:title>
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  <url>
    <loc>https://theinference.org/article/nextera-s-67-billion-dominion-buy-gets-a-virginia-ruling-january-11-on-who-pays-ai-s-power-bill</loc>
    <news:news>
      <news:publication>
        <news:name>The Inference</news:name>
        <news:language>en</news:language>
      </news:publication>
      <news:publication_date>2026-10-31T17:11:41.211Z</news:publication_date>
      <news:title>NextEra's $67 billion Dominion buy gets a Virginia ruling January 11 on who pays AI's power bill</news:title>
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  <url>
    <loc>https://theinference.org/article/entergy-says-google-s-550-6-million-battery-build-costs-ratepayers-zero-and-the-arkansas-psc-tests-it</loc>
    <news:news>
      <news:publication>
        <news:name>The Inference</news:name>
        <news:language>en</news:language>
      </news:publication>
      <news:publication_date>2026-10-31T17:10:41.760Z</news:publication_date>
      <news:title>Entergy says Google's $550.6 million battery build costs ratepayers zero, and the Arkansas PSC tests it</news:title>
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  <url>
    <loc>https://theinference.org/article/snap-faces-the-teen-addiction-trial-alone-after-meta-settled-its-q3-lands-the-day-opening-statements-begin</loc>
    <news:news>
      <news:publication>
        <news:name>The Inference</news:name>
        <news:language>en</news:language>
      </news:publication>
      <news:publication_date>2026-10-31T16:20:39.685Z</news:publication_date>
      <news:title>Snap faces the teen addiction trial alone after Meta settled; its Q3 lands the day opening statements begin</news:title>
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  </url>
  <url>
    <loc>https://theinference.org/article/oracle-caps-ai-fundraising-at-20-billion-and-promises-30-billion-of-free-cash-flow-in-fiscal-2029</loc>
    <news:news>
      <news:publication>
        <news:name>The Inference</news:name>
        <news:language>en</news:language>
      </news:publication>
      <news:publication_date>2026-10-31T16:19:40.352Z</news:publication_date>
      <news:title>Oracle caps AI fundraising at $20 billion and promises $30 billion of free cash flow in fiscal 2029</news:title>
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  <url>
    <loc>https://theinference.org/article/openai-trimmed-its-round-to-20-billion-at-a-1-25-trillion-valuation-with-11-billion-committed</loc>
    <news:news>
      <news:publication>
        <news:name>The Inference</news:name>
        <news:language>en</news:language>
      </news:publication>
      <news:publication_date>2026-10-31T16:18:58.176Z</news:publication_date>
      <news:title>OpenAI trimmed its round to $20 billion at a $1.25 trillion valuation, with $11 billion committed</news:title>
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  <url>
    <loc>https://theinference.org/article/lilly-raises-guidance-to-92-billion-and-hits-a-record-close-while-novo-nordisk-bets-november-on-cagrisema</loc>
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      <news:publication_date>2026-10-31T16:17:41.078Z</news:publication_date>
      <news:title>Lilly raises guidance to $92 billion and hits a record close, while Novo Nordisk bets November on CagriSema</news:title>
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  </url>
  <url>
    <loc>https://theinference.org/article/nvidia-gives-away-langchain-s-agent-software-and-dxc-which-licenses-it-posted-bookings-down-10</loc>
    <news:news>
      <news:publication>
        <news:name>The Inference</news:name>
        <news:language>en</news:language>
      </news:publication>
      <news:publication_date>2026-10-31T16:16:40.732Z</news:publication_date>
      <news:title>Nvidia gives away LangChain's agent software, and DXC, which licenses it, posted bookings down 10%</news:title>
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  <url>
    <loc>https://theinference.org/article/comfort-systems-beat-on-everything-five-banks-cut-targets-anyway-and-the-street-mean-sits-49-higher</loc>
    <news:news>
      <news:publication>
        <news:name>The Inference</news:name>
        <news:language>en</news:language>
      </news:publication>
      <news:publication_date>2026-10-31T15:42:08.782Z</news:publication_date>
      <news:title>Comfort Systems beat on everything; five banks cut targets anyway, and the street mean sits 49% higher</news:title>
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  </url>
  <url>
    <loc>https://theinference.org/article/constellation-software-s-record-3-billion-buying-year-faces-its-3-organic-growth-test-on-november-6</loc>
    <news:news>
      <news:publication>
        <news:name>The Inference</news:name>
        <news:language>en</news:language>
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    <news:news>
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        <news:language>en</news:language>
      </news:publication>
      <news:publication_date>2026-10-30T17:19:11.485Z</news:publication_date>
      <news:title>Anthropic's IPO lands in Morgan Stanley's AI-fear window; its S-1 shows an $80.7 billion loss, mostly paper</news:title>
    </news:news>
  </url>
  <url>
    <loc>https://theinference.org/article/honeywell-aerospace-shareholders-are-funding-the-factory-meant-to-replace-its-weakest-suppliers</loc>
    <news:news>
      <news:publication>
        <news:name>The Inference</news:name>
        <news:language>en</news:language>
      </news:publication>
      <news:publication_date>2026-10-30T17:17:46.806Z</news:publication_date>
      <news:title>Honeywell Aerospace shareholders are funding the factory meant to replace its weakest suppliers</news:title>
    </news:news>
  </url>
  <url>
    <loc>https://theinference.org/article/missouri-votes-tuesday-on-half-of-ameren-s-power-buildout</loc>
    <news:news>
      <news:publication>
        <news:name>The Inference</news:name>
        <news:language>en</news:language>
      </news:publication>
      <news:publication_date>2026-10-30T17:16:06.947Z</news:publication_date>
      <news:title>Missouri votes Tuesday on half of Ameren's power buildout</news:title>
    </news:news>
  </url>
  <url>
    <loc>https://theinference.org/article/avnet-sells-finished-machines-now-and-still-trades-at-8-times-earnings-while-arrow-gets-14</loc>
    <news:news>
      <news:publication>
        <news:name>The Inference</news:name>
        <news:language>en</news:language>
      </news:publication>
      <news:publication_date>2026-10-30T16:19:28.734Z</news:publication_date>
      <news:title>Avnet sells finished machines now, and still trades at 8 times earnings while Arrow gets 14</news:title>
    </news:news>
  </url>
  <url>
    <loc>https://theinference.org/article/indie-semiconductor-s-growth-guide-counts-30-million-from-a-business-it-is-selling</loc>
    <news:news>
      <news:publication>
        <news:name>The Inference</news:name>
        <news:language>en</news:language>
      </news:publication>
      <news:publication_date>2026-10-30T16:18:29.128Z</news:publication_date>
      <news:title>indie Semiconductor's growth guide counts $30 million from a business it is selling</news:title>
    </news:news>
  </url>
  <url>
    <loc>https://theinference.org/article/a-fifth-law-firm-joins-the-servicetitan-probe-as-yelp-s-30-agent-books-into-its-calendar</loc>
    <news:news>
      <news:publication>
        <news:name>The Inference</news:name>
        <news:language>en</news:language>
      </news:publication>
      <news:publication_date>2026-10-30T16:17:28.712Z</news:publication_date>
      <news:title>A fifth law firm joins the ServiceTitan probe as Yelp's $30 agent books into its calendar</news:title>
    </news:news>
  </url>
  <url>
    <loc>https://theinference.org/article/arbs-earn-about-3-a-year-to-wait-out-proofpoint-s-6-3-billion-varonis-buyout</loc>
    <news:news>
      <news:publication>
        <news:name>The Inference</news:name>
        <news:language>en</news:language>
      </news:publication>
      <news:publication_date>2026-10-30T16:16:28.923Z</news:publication_date>
      <news:title>Arbs earn about 3% a year to wait out Proofpoint's $6.3 billion Varonis buyout</news:title>
    </news:news>
  </url>
  <url>
    <loc>https://theinference.org/article/fermi-s-6-5-billion-lease-comes-due-friday-and-the-only-news-this-week-was-a-rerun</loc>
    <news:news>
      <news:publication>
        <news:name>The Inference</news:name>
        <news:language>en</news:language>
      </news:publication>
      <news:publication_date>2026-10-30T16:15:28.913Z</news:publication_date>
      <news:title>Fermi's $6.5 billion lease comes due Friday, and the only news this week was a rerun</news:title>
    </news:news>
  </url>
  <url>
    <loc>https://theinference.org/article/morgan-stanley-dates-the-ai-sell-off-s-last-leg-as-158-billion-of-financing-lands</loc>
    <news:news>
      <news:publication>
        <news:name>The Inference</news:name>
        <news:language>en</news:language>
      </news:publication>
      <news:publication_date>2026-10-30T16:14:29.348Z</news:publication_date>
      <news:title>Morgan Stanley dates the AI sell-off's last leg as $158 billion of financing lands</news:title>
    </news:news>
  </url>
  <url>
    <loc>https://theinference.org/article/north-korea-took-6-36-billion-from-binance-and-2-4-billion-is-beyond-any-freeze</loc>
    <news:news>
      <news:publication>
        <news:name>The Inference</news:name>
        <news:language>en</news:language>
      </news:publication>
      <news:publication_date>2026-10-30T16:13:28.923Z</news:publication_date>
      <news:title>North Korea took $6.36 billion from Binance and $2.4 billion is beyond any freeze</news:title>
    </news:news>
  </url>
  <url>
    <loc>https://theinference.org/article/fcc-votes-to-end-at-t-verizon-and-t-mobile-s-spectrum-veto-over-starlink-mobile</loc>
    <news:news>
      <news:publication>
        <news:name>The Inference</news:name>
        <news:language>en</news:language>
      </news:publication>
      <news:publication_date>2026-10-30T16:12:28.789Z</news:publication_date>
      <news:title>FCC votes to end AT&amp;T, Verizon and T-Mobile's spectrum veto over Starlink Mobile</news:title>
    </news:news>
  </url>
  <url>
    <loc>https://theinference.org/article/netflix-at-a-two-year-low-of-61-39-12-billion-of-cash-against-fewer-app-opens</loc>
    <news:news>
      <news:publication>
        <news:name>The Inference</news:name>
        <news:language>en</news:language>
      </news:publication>
      <news:publication_date>2026-10-30T16:11:29.260Z</news:publication_date>
      <news:title>Netflix at a two-year low of $61.39: $12 billion of cash against fewer app opens</news:title>
    </news:news>
  </url>
  <url>
    <loc>https://theinference.org/article/x-energy-trades-near-11-as-aep-says-its-12-reactor-indiana-project-has-no-final-decision-before-2030</loc>
    <news:news>
      <news:publication>
        <news:name>The Inference</news:name>
        <news:language>en</news:language>
      </news:publication>
      <news:publication_date>2026-10-30T16:10:29.312Z</news:publication_date>
      <news:title>X-energy trades near $11 as AEP says its 12-reactor Indiana project has no final decision before 2030</news:title>
    </news:news>
  </url>
  <url>
    <loc>https://theinference.org/article/lg-chem-feeds-the-market-2-5-trillion-won-of-lg-energy-solution-stock-with-more-queued-to-2030</loc>
    <news:news>
      <news:publication>
        <news:name>The Inference</news:name>
        <news:language>en</news:language>
      </news:publication>
      <news:publication_date>2026-10-30T16:09:29.115Z</news:publication_date>
      <news:title>LG Chem feeds the market 2.5 trillion won of LG Energy Solution stock, with more queued to 2030</news:title>
    </news:news>
  </url>
</urlset>
