https://theinference.org/article/meta-s-ohio-data-center-faces-tuesday-s-vote-with-90-5-of-10-202-hearing-comments-against The Inference en 2026-11-02T20:12:45.816Z Meta's Ohio data center faces Tuesday's vote with 90.5% of 10,202 hearing comments against https://theinference.org/article/salesforce-s-braze-bid-is-6-8-times-revenue-as-public-go-to-market-software-trades-near-2-7x-and-clay-at-35x The Inference en 2026-11-02T20:08:46.054Z Salesforce's Braze bid is 6.8 times revenue as public go-to-market software trades near 2.7x and Clay at 35x https://theinference.org/article/national-grid-s-first-1-44gw-at-teesside-is-contracted-to-a-rival-s-network-with-no-operator-named The Inference en 2026-11-02T20:07:46.088Z National Grid's first 1.44GW at Teesside is contracted to a rival's network, with no operator named https://theinference.org/article/daniel-ek-s-neko-health-charges-499-a-scan-8-3-times-bodyspec-s-59-95-dexa-the-follow-up-bill-is-unpriced The Inference en 2026-11-02T20:06:46.280Z Daniel Ek's Neko Health charges $499 a scan, 8.3 times BodySpec's $59.95 DEXA; the follow-up bill is unpriced https://theinference.org/article/hanmi-semiconductor-s-near-monopoly-in-hbm-stacking-missed-its-quarter-by-23-and-its-replacement-slipped-too The Inference en 2026-11-02T20:05:45.987Z Hanmi Semiconductor's near-monopoly in HBM stacking missed its quarter by 23%, and its replacement slipped too https://theinference.org/article/at-t-shuts-off-copper-for-about-90-000-customers-on-november-15-the-fcc-draft-would-end-california-s-veto The Inference en 2026-11-02T19:13:45.812Z AT&T shuts off copper for about 90,000 customers on November 15; the FCC draft would end California's veto https://theinference.org/article/veritone-s-104-million-agency-sale-has-no-buyer-or-filing-and-45-million-of-notes-come-due-this-month The Inference en 2026-11-02T19:12:46.770Z Veritone's $104 million agency sale has no buyer or filing, and $45 million of notes come due this month https://theinference.org/article/nuscale-moved-a-doosan-reactor-part-into-production-with-no-buyer-q2-revenue-was-75-000 The Inference en 2026-11-02T19:11:46.013Z NuScale moved a Doosan reactor part into production with no buyer: Q2 revenue was $75,000 https://theinference.org/article/five9-s-ai-number-is-39-million-or-undisclosed-depending-on-who-counted The Inference en 2026-11-02T19:10:45.934Z Five9's AI number is $39 million or undisclosed, depending on who counted https://theinference.org/article/spotify-s-5-ai-remix-tier-is-behind-schedule-as-sony-and-warner-stay-unsigned-the-ft-reports The Inference en 2026-11-02T19:09:45.991Z Spotify's $5 AI remix tier is behind schedule as Sony and Warner stay unsigned, the FT reports https://theinference.org/article/nidec-s-3-2mw-ai-cooler-is-on-schedule-its-audit-is-not The Inference en 2026-11-02T19:08:45.162Z Nidec's 3.2MW AI cooler is on schedule; its audit is not https://theinference.org/article/axiom-leaves-flex-with-the-growth-the-ceo-and-a-4-4-billion-debt-clock The Inference en 2026-11-02T19:07:45.881Z Axiom leaves Flex with the growth, the CEO and a $4.4 billion debt clock https://theinference.org/article/firstenergy-reserved-siemens-turbines-for-a-2-7-billion-plant-whose-customer-has-not-signed The Inference en 2026-11-02T19:06:46.373Z FirstEnergy reserved Siemens turbines for a $2.7 billion plant whose customer has not signed https://theinference.org/article/s-p-sees-2027-bond-issuance-growth-at-2-7-and-puts-meta-on-a-downgrade-clock-over-132-billion-of-deficits The Inference en 2026-11-02T18:16:24.816Z S&P sees 2027 bond issuance growth at 2.7% and puts Meta on a downgrade clock over $132 billion of deficits https://theinference.org/article/spacex-s-731-billion-bull-case-is-a-sequoia-shareholder-s-model-and-it-now-prices-a-tesla-merger The Inference en 2026-11-02T18:14:23.354Z SpaceX's $731 billion bull case is a Sequoia shareholder's model, and it now prices a Tesla merger https://theinference.org/article/williams-reports-q3-with-its-1-billion-northeast-pipeline-stuck-in-court The Inference en 2026-11-02T18:13:23.959Z Williams Reports Q3 With Its $1 Billion Northeast Pipeline Stuck in Court https://theinference.org/article/nextera-s-three-federally-backed-hubs-16-5-gw-of-ai-power-funded-with-5-7-billion-of-other-people-s-money The Inference en 2026-11-02T18:12:24.115Z NextEra's three federally backed hubs: 16.5 GW of AI power funded with $5.7 billion of other people's money https://theinference.org/article/xcel-adds-2-billion-of-2027-converts-to-a-70-billion-ai-grid-plan-that-runs-to-2031 The Inference en 2026-11-02T18:11:22.894Z Xcel adds $2 billion of 2027 converts to a $70 billion AI grid plan that runs to 2031 https://theinference.org/article/crowdstrike-ships-a-model-trained-on-ai-attacks-as-sentinelone-launches-a-rival The Inference en 2026-11-02T18:10:22.937Z CrowdStrike ships a model trained on AI attacks as SentinelOne launches a rival https://theinference.org/article/baker-hughes-banked-1-45-billion-from-hexagon-s-waygate-buy-as-its-46-4-billion-backlog-waits-for-2027 The Inference en 2026-11-02T18:09:23.108Z Baker Hughes banked $1.45 billion from Hexagon's Waygate buy as its $46.4 billion backlog waits for 2027 https://theinference.org/article/circle-asks-the-sec-to-end-the-2-haircut-on-usdc-which-costs-wall-street-20-million-per-1-billion The Inference en 2026-11-02T18:08:22.660Z Circle asks the SEC to end the 2% haircut on USDC, which costs Wall Street $20 million per $1 billion https://theinference.org/article/hedge-funds-sold-iren-as-ai-exposure-4-billion-of-contracts-must-convert-on-november-5 The Inference en 2026-11-02T18:07:22.998Z Hedge funds sold IREN as AI exposure; $4 billion of contracts must convert on November 5 https://theinference.org/article/shutterstock-cancels-its-november-5-call-and-reinstates-founder-jon-oringer-as-getty-files-chapter-11 The Inference en 2026-11-02T17:14:23.479Z Shutterstock cancels its November 5 call and reinstates founder Jon Oringer as Getty files Chapter 11 https://theinference.org/article/american-tower-owns-dish-s-abandoned-5g-radios-spacex-may-be-the-buyer-as-us-property-revenue-falls-3 The Inference en 2026-11-02T17:13:24.051Z American Tower owns Dish's abandoned 5G radios; SpaceX may be the buyer as US property revenue falls 3% https://theinference.org/article/marvell-struck-its-lumentum-deal-at-1-132-a-share-by-late-morning-it-pays-about-819 The Inference en 2026-11-02T17:12:25.461Z Marvell Struck Its Lumentum Deal at $1,132 a Share; by Late Morning It Pays About $819 https://theinference.org/article/honeywell-aerospace-beat-estimates-fell-9-6-anyway-and-faces-a-suit-over-its-first-two-months-of-trading The Inference en 2026-11-02T17:11:24.961Z Honeywell Aerospace beat estimates, fell 9.6% anyway, and faces a suit over its first two months of trading https://theinference.org/article/equinix-s-record-quarter-ran-on-3-8-billion-of-new-debt-and-a-2-billion-stock-shelf The Inference en 2026-11-02T17:10:23.983Z Equinix's record quarter ran on $3.8 billion of new debt and a $2 billion stock shelf https://theinference.org/article/the-army-signed-919-million-of-low-code-ceilings-appian-s-500-million-half-carries-no-drawn-dollar The Inference en 2026-11-02T17:09:22.979Z The Army signed $919 million of low-code ceilings; Appian's $500 million half carries no drawn dollar https://theinference.org/article/chime-insiders-sold-620-million-in-90-days-and-its-growth-consensus-is-30-not-43-5 The Inference en 2026-11-02T17:08:23.006Z Chime insiders sold $620 million in 90 days, and its growth consensus is 30%, not 43.5% https://theinference.org/article/vistra-s-5-500-megawatts-of-new-gas-skipped-texas-friday-s-report-prices-them The Inference en 2026-11-02T17:07:24.299Z Vistra's 5,500 megawatts of new gas skipped Texas. Friday's report prices them. https://theinference.org/article/entergy-earned-1-98-beat-by-31-cents-arkansas-regulators-get-google-s-battery-terms-november-9 The Inference en 2026-11-02T17:06:23.243Z Entergy earned $1.98, beat by 31 cents; Arkansas regulators get Google's battery terms November 9 https://theinference.org/article/dominion-energy-s-offshore-wind-fell-from-83-to-62-per-megawatt-hour-and-certificates-did-it The Inference en 2026-11-02T17:05:23.891Z Dominion Energy's offshore wind fell from $83 to $62 per megawatt-hour, and certificates did it https://theinference.org/article/dynatrace-s-crowdstrike-deal-lands-a-day-before-earnings-with-the-stock-down-8-2-in-two-sessions The Inference en 2026-11-02T17:04:23.176Z Dynatrace's CrowdStrike deal lands a day before earnings, with the stock down 8.2% in two sessions https://theinference.org/article/new-jersey-s-buy-now-pay-later-bill-adds-treble-damages-and-void-loans-aimed-at-affirm-and-klarna The Inference en 2026-11-02T16:56:23.243Z New Jersey's buy-now-pay-later bill adds treble damages and void loans, aimed at Affirm and Klarna https://theinference.org/article/doximity-reports-november-5-growth-slowed-from-23-2-to-7-3-while-a-securities-suit-names-its-ceo The Inference en 2026-11-02T16:51:22.000Z Doximity reports November 5: growth slowed from 23.2% to 7.3% while a securities suit names its CEO https://theinference.org/article/veeva-s-ai-agents-have-five-customers-and-no-published-price-and-the-stock-already-tops-its-303-52-target The Inference en 2026-11-02T16:42:21.913Z Veeva's AI agents have five customers and no published price, and the stock already tops its $303.52 target https://theinference.org/article/rubrik-s-best-quarter-met-a-10-1-selloff-and-138-insider-sales-with-zero-buys The Inference en 2026-11-02T16:36:22.022Z Rubrik's best quarter met a 10.1% selloff, and 138 insider sales with zero buys https://theinference.org/article/sterlite-s-record-quarter-met-two-limit-downs-the-35-274-crore-order-book-is-the-question The Inference en 2026-11-02T16:29:22.073Z Sterlite's record quarter met two limit-downs: the ₹35,274 crore order book is the question https://theinference.org/article/vertiv-jumped-16-on-an-order-number-with-no-dollar-value The Inference en 2026-11-02T16:22:21.992Z Vertiv jumped 16% on an order number with no dollar value https://theinference.org/article/thailand-paused-data-center-approvals-delta-electronics-chose-penang-and-its-taipei-shares-fell-9-8 The Inference en 2026-11-02T16:18:22.283Z Thailand paused data center approvals; Delta Electronics chose Penang and its Taipei shares fell 9.8% https://theinference.org/article/tesla-s-shanghai-exports-hit-51-of-china-wholesale-as-domestic-sales-fell-11-9 The Inference en 2026-11-02T16:17:22.272Z Tesla's Shanghai exports hit 51% of China wholesale as domestic sales fell 11.9% https://theinference.org/article/hubbell-data-center-sales-grew-over-80-nvent-guided-q4-organic-growth-to-26-to-29-down-from-44 The Inference en 2026-11-02T16:15:22.130Z Hubbell data center sales grew over 80%; nVent guided Q4 organic growth to 26% to 29%, down from 44% https://theinference.org/article/zoom-guided-6-to-8-growth-for-2030-but-enterprise-customers-still-spend-99-cents-of-last-year-s-dollar The Inference en 2026-11-02T16:10:22.127Z Zoom guided 6% to 8% growth for 2030, but enterprise customers still spend 99 cents of last year's dollar https://theinference.org/article/coreweave-borrowed-2-6-billion-for-five-years-against-contracts-averaging-three-one-point-dearer-than-may The Inference en 2026-11-02T16:09:21.895Z CoreWeave borrowed $2.6 billion for five years against contracts averaging three, one point dearer than May https://theinference.org/article/employers-are-cutting-glp-1-coverage-novo-nordisk-sells-wegovy-outside-insurance-for-149-to-199-a-month The Inference en 2026-11-02T16:08:22.151Z Employers are cutting GLP-1 coverage; Novo Nordisk sells Wegovy outside insurance for $149 to $199 a month https://theinference.org/article/brookfield-renewable-won-99-7-of-the-vote-and-still-had-to-postpone-it The Inference en 2026-11-02T16:07:21.843Z Brookfield Renewable won 99.7% of the vote and still had to postpone it https://theinference.org/article/asus-s-150-server-growth-just-ran-into-a-32-server-export-control-problem The Inference en 2026-11-02T16:06:22.348Z ASUS's 150% server growth just ran into a 32-server export-control problem https://theinference.org/article/apple-puts-alibaba-s-qwen-inside-siri-in-china-in-december-with-no-price-or-revenue-split-public The Inference en 2026-11-02T16:05:21.737Z Apple puts Alibaba's Qwen inside Siri in China in December, with no price or revenue split public https://theinference.org/article/microsoft-is-giving-away-the-work-intuit-sells-and-the-bill-arrives-on-november-19 The Inference en 2026-11-02T16:04:22.196Z Microsoft is giving away the work Intuit sells, and the bill arrives on November 19 https://theinference.org/article/tokyo-sold-screen-s-second-half-before-it-ships The Inference en 2026-11-02T16:03:22.142Z Tokyo sold SCREEN's second half before it ships https://theinference.org/article/google-built-the-top-ranked-ai-model-and-the-market-still-erased-500-billion-in-a-day The Inference en 2026-11-02T15:54:22.555Z Google built the top-ranked AI model and the market still erased $500 billion in a day https://theinference.org/article/molina-called-its-6-billion-florida-launch-nearly-flawless-the-state-is-investigating-unpaid-claims The Inference en 2026-11-02T15:50:21.585Z Molina called its $6 billion Florida launch 'nearly flawless'; the state is investigating unpaid claims https://theinference.org/article/servicenow-fell-26-9-its-1-7-billion-ai-target-is-arriving-as-services-not-subscriptions The Inference en 2026-11-02T15:43:22.493Z ServiceNow fell 26.9%: its $1.7 billion AI target is arriving as services, not subscriptions https://theinference.org/article/figma-opens-its-canvas-to-claude-code-and-cursor-as-growth-slows-from-48-to-36 The Inference en 2026-11-02T15:42:21.659Z Figma opens its canvas to Claude Code and Cursor as growth slows from 48% to 36% https://theinference.org/article/posta-romana-owns-0-48-of-romania-s-lockers-as-the-eu-s-2-parcel-fee-lands The Inference en 2026-11-02T15:41:21.681Z Poșta Română owns 0.48% of Romania's lockers as the EU's €2 parcel fee lands https://theinference.org/article/palantir-s-330-million-nhs-platform-29-trusts-say-they-are-not-using-it-before-tonight-s-print The Inference en 2026-11-02T15:40:21.421Z Palantir's £330 million NHS platform: 29 trusts say they are not using it before tonight's print https://theinference.org/article/schwab-made-docusign-mandatory-for-11-000-advisory-firms-on-november-2-and-nobody-said-what-it-pays The Inference en 2026-11-02T15:39:22.161Z Schwab made Docusign mandatory for 11,000 advisory firms on November 2, and nobody said what it pays https://theinference.org/article/sandisk-s-record-quarter-crashed-anyway-the-flash-pricing-engine-that-drove-it-just-stalled The Inference en 2026-11-02T15:38:21.745Z Sandisk's record quarter crashed anyway: the flash pricing engine that drove it just stalled https://theinference.org/article/denmark-is-the-first-eu-proof-the-parcel-duty-bites-temu-slides-to-10th The Inference en 2026-11-02T15:37:22.216Z Denmark is the first EU proof the parcel duty bites: Temu slides to 10th https://theinference.org/article/the-pentagon-has-laser-money-to-spend-nlight-is-waiting-on-chinese-optics The Inference en 2026-11-02T15:36:21.396Z The Pentagon has laser money to spend; nLIGHT is waiting on Chinese optics https://theinference.org/article/ftc-and-eight-states-sue-toast-over-hidden-fees-taking-aim-at-a-6-billion-payments-machine The Inference en 2026-11-02T15:35:21.531Z FTC and eight states sue Toast over hidden fees, taking aim at a $6 billion payments machine https://theinference.org/article/tempus-posts-record-revenue-and-a-first-adjusted-profit-with-a-1-5-billion-stock-deal-still-on-the-table The Inference en 2026-11-02T15:34:21.277Z Tempus posts record revenue and a first adjusted profit, with a $1.5 billion stock deal still on the table https://theinference.org/article/tokyo-electron-guides-profit-up-87-and-lam-research-s-capped-december-guide-implies-61-growth The Inference en 2026-11-02T15:33:23.734Z Tokyo Electron guides profit up 87%, and Lam Research's capped December guide implies 61% growth https://theinference.org/article/arrow-electronics-1-02-billion-cash-flow-was-settlement-timing-enterprise-computing-lost-48-3-million The Inference en 2026-11-02T15:32:21.136Z Arrow Electronics' $1.02 billion cash flow was settlement timing; enterprise computing lost $48.3 million https://theinference.org/article/pegasystems-lost-hmrc-s-crm-deal-up-to-2-billion-to-salesforce-but-kept-a-419-million-army-award The Inference en 2026-11-02T15:31:21.735Z Pegasystems lost HMRC's CRM deal, up to £2 billion, to Salesforce but kept a $419 million Army award https://theinference.org/article/kkr-carlyle-and-oaktree-consider-buying-discounted-loans-as-286-credit-lines-open-near-a-record The Inference en 2026-11-02T15:30:21.463Z KKR, Carlyle and Oaktree consider buying discounted loans as 286 credit lines open near a record https://theinference.org/article/fabrinet-reports-tonight-on-1-4-billion-as-innolight-and-eoptolink-blame-floods-not-fading-ai-orders The Inference en 2026-11-02T15:28:20.900Z Fabrinet reports tonight on $1.4 billion as Innolight and Eoptolink blame floods, not fading AI orders https://theinference.org/article/applovin-reports-november-4-with-53-growth-and-a-securities-suit-at-its-back-unity-prints-thursday The Inference en 2026-11-02T15:27:21.334Z AppLovin reports November 4 with 53% growth and a securities suit at its back, Unity prints Thursday https://theinference.org/article/tower-semiconductor-guides-to-a-2-4-billion-run-rate-as-ai-optics-customers-prepay-through-2029 The Inference en 2026-11-02T14:25:21.499Z Tower Semiconductor guides to a $2.4 billion run rate as AI optics customers prepay through 2029 https://theinference.org/article/shorts-fled-magnachip-at-2-40-its-ceo-paid-3-18-six-weeks-ago The Inference en 2026-11-02T14:20:20.405Z Shorts fled Magnachip at $2.40. Its CEO paid $3.18 six weeks ago. https://theinference.org/article/micron-has-75-of-2027-output-committed-and-sk-hynix-booked-into-2028-yet-memory-stocks-price-a-crash The Inference en 2026-11-02T14:19:33.131Z Micron has 75% of 2027 output committed and SK hynix booked into 2028, yet memory stocks price a crash https://theinference.org/article/kulicke-and-soffa-s-revenue-doubled-on-legacy-wire-bonding-while-the-ai-named-segment-lost-12-6-million The Inference en 2026-11-02T14:18:20.243Z Kulicke and Soffa's revenue doubled on legacy wire bonding while the AI-named segment lost $12.6 million https://theinference.org/article/arteris-is-down-52-from-its-june-high-royalties-grew-65-and-cash-guidance-is-gone-before-november-5 The Inference en 2026-11-02T14:17:20.586Z Arteris is down 52% from its June high, royalties grew 65%, and cash guidance is gone before November 5 https://theinference.org/article/quanta-services-63-73-billion-backlog-says-ai-grid-work-is-supply-bound-not-a-demand-cliff The Inference en 2026-11-02T14:16:20.212Z Quanta Services' $63.73 billion backlog says AI grid work is supply-bound, not a demand cliff https://theinference.org/article/dayforce-launched-agents-it-has-not-priced-workday-s-ai-revenue-is-near-600-million The Inference en 2026-11-02T14:15:23.682Z Dayforce launched agents it has not priced; Workday's AI revenue is near $600 million https://theinference.org/article/fluence-energy-lands-vattenfall-s-254-mw-battery-order-as-ubs-halves-its-target-to-6 The Inference en 2026-11-02T14:14:19.904Z Fluence Energy lands Vattenfall's 254 MW battery order as UBS halves its target to $6 https://theinference.org/article/cerebras-faces-its-november-unlock-down-72-with-a-25-4-billion-backlog-resting-mostly-on-openai The Inference en 2026-11-02T14:13:19.872Z Cerebras faces its November unlock down 72% with a $25.4 billion backlog resting mostly on OpenAI https://theinference.org/article/ares-management-sizes-ai-spending-near-5-trillion-and-lends-on-the-buildings-not-the-3-trillion-of-chips The Inference en 2026-11-02T14:12:20.214Z Ares Management sizes AI spending near $5 trillion and lends on the buildings, not the $3 trillion of chips https://theinference.org/article/reddit-is-losing-a-million-search-visits-a-week-so-huffman-is-locking-the-door The Inference en 2026-11-02T14:11:20.375Z Reddit is losing a million search visits a week, so Huffman is locking the door https://theinference.org/article/openai-wants-data-centers-called-compute-campuses-the-power-bill-still-decides-the-buildout The Inference en 2026-11-02T02:00:13.331Z OpenAI wants data centers called 'compute campuses'; the power bill still decides the buildout https://theinference.org/article/crowdstrike-at-189-times-forward-earnings-as-openai-and-anthropic-come-for-the-150-billion-security-budget The Inference en 2026-11-02T00:16:09.489Z CrowdStrike at 189 times forward earnings as OpenAI and Anthropic come for the $150 billion security budget https://theinference.org/article/corning-doubled-ai-fiber-sales-and-collected-639-million-of-customer-deposits-the-stock-fell-14-1-anyway The Inference en 2026-11-01T22:06:09.125Z Corning doubled AI fiber sales and collected $639 million of customer deposits; the stock fell 14.1% anyway https://theinference.org/article/lockheed-martin-answers-mach-industries-1-000-mile-missile-with-a-ramjet-and-a-300-million-production-line The Inference en 2026-11-01T22:05:08.173Z Lockheed Martin answers Mach Industries' 1,000-mile missile with a ramjet and a $300 million production line https://theinference.org/article/sempra-reports-november-5-with-a-cameron-lng-unit-down-eca-lng-late-and-shares-at-24-9-times-earnings The Inference en 2026-11-01T22:04:07.850Z Sempra reports November 5 with a Cameron LNG unit down, ECA LNG late, and shares at 24.9 times earnings https://theinference.org/article/manhattan-associates-cloud-revenue-passed-services-for-the-first-time-and-2027-cloud-growth-slows-to-20 The Inference en 2026-11-01T22:03:07.795Z Manhattan Associates' cloud revenue passed services for the first time, and 2027 cloud growth slows to 20% https://theinference.org/article/vast-data-valued-at-30-billion-says-ai-clouds-ipo-because-debt-forces-them-and-it-can-wait The Inference en 2026-11-01T20:04:06.663Z VAST Data, valued at $30 billion, says AI clouds IPO because debt forces them, and it can wait https://theinference.org/article/kinder-morgan-s-3-1b-southeast-connector-runs-through-10-tennessee-counties-and-the-land-fight-starts-now The Inference en 2026-11-01T20:03:06.826Z Kinder Morgan's $3.1B Southeast Connector runs through 10 Tennessee counties, and the land fight starts now https://theinference.org/article/bit-digital-holds-a-first-priority-lien-on-the-equity-behind-whitefiber-s-865-million-nscale-contract The Inference en 2026-11-01T20:02:06.313Z Bit Digital holds a first-priority lien on the equity behind WhiteFiber's $865 million Nscale contract https://theinference.org/article/monday-com-priced-ai-agent-credits-at-0-01-each-and-its-managed-ai-business-runs-on-headcount The Inference en 2026-11-01T20:01:06.902Z monday.com priced AI agent credits at $0.01 each, and its managed AI business runs on headcount https://theinference.org/article/rimini-street-rose-24-31-on-record-sap-services-sales-as-sap-s-free-joule-runtime-ends-december-31 The Inference en 2026-11-01T20:00:06.579Z Rimini Street rose 24.31% on record SAP services sales as SAP's free Joule runtime ends December 31 https://theinference.org/article/artisan-killed-its-2-million-stop-hiring-humans-slogan-and-is-now-hiring-a-human The Inference en 2026-11-01T19:03:04.893Z Artisan killed its $2 million 'Stop Hiring Humans' slogan and is now hiring a human https://theinference.org/article/centrus-energy-shipped-its-first-new-centrifuge-early-the-560-million-buildout-faces-november-5-earnings The Inference en 2026-11-01T19:02:05.011Z Centrus Energy shipped its first new centrifuge early; the $560 million buildout faces November 5 earnings https://theinference.org/article/aurora-innovation-cut-2026-revenue-guidance-to-9-million-after-a-six-week-delay-in-truck-production The Inference en 2026-11-01T19:01:04.872Z Aurora Innovation cut 2026 revenue guidance to $9 million after a six-week delay in truck production https://theinference.org/article/datadog-fell-14-on-no-news-of-its-own-upwind-just-priced-its-theme-at-40-times-revenue The Inference en 2026-11-01T19:00:05.106Z Datadog fell 14% on no news of its own. Upwind just priced its theme at 40 times revenue https://theinference.org/article/nutanix-confirms-a-critical-9-3-rated-linux-kernel-flaw-across-its-whole-stack-before-earnings The Inference en 2026-11-01T18:13:04.179Z Nutanix confirms a critical 9.3-rated Linux kernel flaw across its whole stack before earnings https://theinference.org/article/walmart-is-90-5-of-symbotic-s-revenue-and-just-promised-6-billion-more The Inference en 2026-11-01T18:12:03.449Z Walmart Is 90.5% of Symbotic's Revenue and Just Promised $6 Billion More https://theinference.org/article/bwx-technologies-reports-november-2-at-27-times-earnings-and-the-premium-waits-on-a-funded-fuel-plant The Inference en 2026-11-01T18:11:03.467Z BWX Technologies reports November 2 at 27 times earnings, and the premium waits on a funded fuel plant https://theinference.org/article/paypal-s-revenue-miss-gives-stripe-and-advent-an-opening-below-the-60-50-the-board-refused The Inference en 2026-11-01T18:10:03.656Z PayPal's revenue miss gives Stripe and Advent an opening below the $60.50 the board refused https://theinference.org/article/cdw-fell-11-8-on-no-company-news-its-november-4-report-decides-why The Inference en 2026-11-01T17:39:04.817Z CDW fell 11.8% on no company news; its November 4 report decides why https://theinference.org/article/record-october-put-volume-prices-coreweave-at-35-in-2028-a-third-below-the-stock The Inference en 2026-11-01T17:22:03.745Z Record October put volume prices CoreWeave at $35 in 2028, a third below the stock https://theinference.org/article/amazon-hosts-the-chinese-ai-model-its-own-ceo-is-waiting-to-replace The Inference en 2026-11-01T17:21:04.035Z Amazon hosts the Chinese AI model its own CEO is waiting to replace https://theinference.org/article/cxmt-validates-the-dram-design-micron-abandoned-with-server-samples-due-december-31 The Inference en 2026-11-01T17:20:03.702Z CXMT validates the DRAM design Micron abandoned, with server samples due December 31 https://theinference.org/article/anthropic-cuts-claude-40-for-us-government-buyers-a-day-after-filing-for-what-could-be-a-2-trillion-ipo The Inference en 2026-11-01T17:19:03.758Z Anthropic cuts Claude 40% for US government buyers a day after filing for what could be a $2 trillion IPO https://theinference.org/article/oracle-s-case-study-3-admins-moved-100-000-invoices-a-day-off-mongodb-erasing-the-customer-s-bill The Inference en 2026-11-01T16:48:02.918Z Oracle's case study: 3 admins moved 100,000 invoices a day off MongoDB, erasing the customer's bill https://theinference.org/article/fortinet-beat-on-every-line-and-still-lost-34-billion-a-third-of-its-billings-growth-was-price The Inference en 2026-11-01T16:33:02.048Z Fortinet beat on every line and still lost $34 billion: a third of its billings growth was price https://theinference.org/article/hsbc-s-islamic-fund-can-t-sell-its-38-million-palantir-stake-the-s-p-sharia-screen-owns-the-sell-button The Inference en 2026-11-01T16:32:03.365Z HSBC's Islamic fund can't sell its $38 million Palantir stake; the S&P sharia screen owns the sell button https://theinference.org/article/anthropic-can-walk-from-most-of-its-spacex-rent-on-90-days-notice-as-the-december-8-unlock-starts-below-135 The Inference en 2026-11-01T16:31:03.215Z Anthropic can walk from most of its SpaceX rent on 90 days' notice as the December 8 unlock starts below $135 https://theinference.org/article/two-courts-ordered-verisk-to-keep-pursuing-its-2-35-billion-acculynx-deal-the-ftc-decides-if-it-closes The Inference en 2026-11-01T16:28:15.588Z Two courts ordered Verisk to keep pursuing its $2.35 billion AccuLynx deal; the FTC decides if it closes https://theinference.org/article/binance-covered-95-of-the-6-3-billion-crypto-theft-with-its-own-money-the-fbi-blames-north-korea The Inference en 2026-11-01T16:27:02.311Z Binance covered 95% of the $6.3 billion crypto theft with its own money; the FBI blames North Korea https://theinference.org/article/jacobs-lands-aep-s-37-billion-transmission-program-and-seven-states-ratepayers-fund-the-wires The Inference en 2026-11-01T16:21:02.337Z Jacobs lands AEP's $37 billion transmission program, and seven states' ratepayers fund the wires https://theinference.org/article/omni-medsci-sued-stmicroelectronics-and-sony-over-nine-depth-sensing-patents-as-four-banks-cut-targets The Inference en 2026-11-01T16:20:04.137Z Omni MedSci sued STMicroelectronics and Sony over nine depth-sensing patents as four banks cut targets https://theinference.org/article/gen-digital-jumped-17-in-five-sessions-after-its-ceo-denied-a-godaddy-deal-31-65-decides-the-trade The Inference en 2026-11-01T15:27:02.443Z Gen Digital jumped 17% in five sessions after its CEO denied a GoDaddy deal; $31.65 decides the trade https://theinference.org/article/nvidia-s-networking-hit-17-5-billion-more-than-cisco-s-product-sales-arista-networks-reports-tuesday The Inference en 2026-11-01T15:18:02.533Z Nvidia's networking hit $17.5 billion, more than Cisco's product sales; Arista Networks reports Tuesday https://theinference.org/article/dell-fell-10-77-on-intel-s-pc-warning-servers-are-67-7-of-revenue-and-cash-from-operations-fell-13 The Inference en 2026-11-01T15:14:02.022Z Dell fell 10.77% on Intel's PC warning; servers are 67.7% of revenue and cash from operations fell 13% https://theinference.org/article/f5-delivered-its-best-ai-era-quarter-and-lost-a-quarter-of-its-value-in-three-days The Inference en 2026-11-01T15:13:02.252Z F5 delivered its best AI-era quarter and lost a quarter of its value in three days https://theinference.org/article/microsoft-borrows-25-billion-to-own-the-ai-capacity-it-used-to-rent The Inference en 2026-11-01T15:12:02.495Z Microsoft borrows $25 billion to own the AI capacity it used to rent https://theinference.org/article/bentley-systems-director-raymond-bentley-filed-to-sell-67-5-million-of-stock-before-the-november-5-print The Inference en 2026-11-01T15:11:02.032Z Bentley Systems director Raymond Bentley filed to sell $67.5 million of stock before the November 5 print https://theinference.org/article/dropbox-cuts-200-jobs-and-loses-its-cto-with-the-stock-trading-above-its-average-analyst-target The Inference en 2026-11-01T15:10:02.000Z Dropbox cuts 200 jobs and loses its CTO with the stock trading above its average analyst target https://theinference.org/article/ttm-technologies-bought-100-million-of-itself-at-86-31-and-its-ceo-followed-at-88 The Inference en 2026-11-01T15:09:02.325Z TTM Technologies bought $100 million of itself at $86.31 and its CEO followed at $88 https://theinference.org/article/kla-says-optical-parts-pace-its-shipments-coherent-and-lumentum-report-november-4-and-5 The Inference en 2026-11-01T14:18:01.003Z KLA says optical parts pace its shipments; Coherent and Lumentum report November 4 and 5 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 The Inference en 2026-11-01T14:17:01.026Z MaxLinear says it will take 20% to 30% of Credo's next 1.6T cable market, and Credo reports in December https://theinference.org/article/cohu-s-1-billion-ai-pipeline-has-only-230-million-qualified-and-seven-programs-decide-its-2027-guide The Inference en 2026-11-01T14:16:00.892Z Cohu's $1 billion AI pipeline has only $230 million qualified, and seven programs decide its 2027 guide https://theinference.org/article/astera-labs-showed-a-50-meter-optical-link-and-dated-its-optics-for-early-2027-before-november-3-earnings The Inference en 2026-11-01T14:15:02.111Z Astera Labs showed a 50-meter optical link and dated its optics for early 2027, before November 3 earnings https://theinference.org/article/sequans-market-cap-is-12-5-million-below-the-nyse-s-50-million-line-before-november-3-results The Inference en 2026-11-01T14:14:00.899Z Sequans' market cap is $12.5 million below the NYSE's $50 million line before November 3 results https://theinference.org/article/vanguard-international-semiconductor-and-nxp-put-320-million-into-their-singapore-fab-since-august The Inference en 2026-11-01T03:29:51.418Z Vanguard International Semiconductor and NXP put $320 million into their Singapore fab since August https://theinference.org/article/epic-won-fda-clearance-for-its-deterioration-score-with-rival-agilemd-s-algorithm-as-the-benchmark The Inference en 2026-11-01T03:27:51.182Z Epic won FDA clearance for its deterioration score with rival AgileMD's algorithm as the benchmark