https://theinference.org/article/newsom-signs-bills-to-end-california-s-50-year-nuclear-ban-and-diablo-canyon-owner-pg-e-holds-the-option The Inference en 2026-10-07T18:24:02.172Z Newsom signs bills to end California's 50-year nuclear ban, and Diablo Canyon owner PG&E holds the option https://theinference.org/article/bloomberg-puts-flux-in-the-child-abuse-supply-chain-black-forest-labs-own-study-ranked-a-model-fourth-worst The Inference en 2026-10-07T18:08:02.250Z Bloomberg puts FLUX in the child-abuse supply chain; Black Forest Labs' own study ranked a model fourth-worst https://theinference.org/article/index-funds-paid-300-91-for-twilio-the-week-meta-and-verizon-raised-the-fees-twilio-bills-as-growth The Inference en 2026-10-07T17:52:02.152Z Index funds paid $300.91 for Twilio the week Meta and Verizon raised the fees Twilio bills as growth https://theinference.org/article/dell-is-up-347-as-its-192-billion-guide-passes-the-memory-bill-to-customers-micron-sees-tightness-to-2028 The Inference en 2026-10-07T17:36:02.073Z Dell is up 347% as its $192 billion guide passes the memory bill to customers; Micron sees tightness to 2028 https://theinference.org/article/zoom-opened-its-speech-ai-to-rivals-and-wired-in-meta-s-muse-the-market-still-pays-8-4-times-earnings The Inference en 2026-10-07T17:20:01.962Z Zoom opened its speech AI to rivals and wired in Meta's Muse; the market still pays 8.4 times earnings https://theinference.org/article/spotify-s-12-hour-audiobook-cap-goes-to-more-than-180-markets-two-days-after-ubs-cut-its-target-to-675 The Inference en 2026-10-07T17:00:01.941Z Spotify's 12-hour audiobook cap goes to more than 180 markets, two days after UBS cut its target to $675 https://theinference.org/article/workday-hands-out-free-ai-while-duffield-s-trust-sells-18-8m-at-a-time The Inference en 2026-10-07T16:40:01.907Z Workday Hands Out Free AI While Duffield's Trust Sells $18.8M at a Time https://theinference.org/article/shopify-signed-two-rival-ai-agent-protocols-as-gumloop-s-browser-enters-sites-without-opt-in The Inference en 2026-10-07T16:20:01.910Z Shopify signed two rival AI agent protocols as Gumloop's browser enters sites without opt-in https://theinference.org/article/sandisk-s-insiders-sold-130-million-of-the-ai-memory-boom-and-bought-nothing The Inference en 2026-10-07T16:00:01.844Z Sandisk's insiders sold $130 million of the AI memory boom and bought nothing https://theinference.org/article/micron-paid-up-to-68-months-of-pay-its-taiwan-workers-voted-99-to-strike-anyway The Inference en 2026-10-07T15:40:01.940Z Micron Paid Up to 68 Months of Pay. Its Taiwan Workers Voted 99% to Strike Anyway. https://theinference.org/article/bnp-paribas-cut-globalfoundries-to-neutral-51-target-from-80-gf-s-2027-price-increases-already-signed The Inference en 2026-10-07T15:20:01.973Z BNP Paribas cut GlobalFoundries to Neutral, $51 target from $80; GF's 2027 price increases already signed https://theinference.org/article/huawei-declares-victory-over-nvidia-in-china-on-evidence-it-will-not-show The Inference en 2026-10-07T15:00:02.079Z Huawei declares victory over Nvidia in China on evidence it will not show https://theinference.org/article/musk-says-tesla-and-spacex-will-build-and-run-terafab-tsmc-gets-at-most-a-sublease-and-intel-fell-3-2 The Inference en 2026-10-07T14:40:01.846Z Musk says Tesla and SpaceX will build and run Terafab; TSMC gets at most a sublease and Intel fell 3.2% https://theinference.org/article/fico-cuts-about-570-jobs-the-week-fhfa-leveled-its-pricing-moat The Inference en 2026-10-07T14:20:01.884Z FICO cuts about 570 jobs the week FHFA leveled its pricing moat https://theinference.org/article/nebius-borrowed-against-microsoft-and-meta-to-build-the-machine-they-prepaid The Inference en 2026-10-07T14:00:01.895Z Nebius Borrowed Against Microsoft and Meta to Build the Machine They Prepaid https://theinference.org/article/adobe-licenses-can-now-be-bought-with-openai-budget-at-a-toll-nobody-discloses The Inference en 2026-10-07T13:40:02.088Z Adobe licenses can now be bought with OpenAI budget, at a toll nobody discloses https://theinference.org/article/finland-froze-google-s-shovels-applied-digital-reports-tonight The Inference en 2026-10-07T13:20:02.116Z Finland Froze Google's Shovels. Applied Digital Reports Tonight. https://theinference.org/article/musk-just-confirmed-his-rival-s-150-million-monthly-rent-check The Inference en 2026-10-07T13:00:01.766Z Musk just confirmed his rival's $150 million monthly rent check https://theinference.org/article/synopsys-buys-1-billion-of-its-own-stock-after-insiders-sold-38-million The Inference en 2026-10-07T04:19:55.189Z Synopsys buys $1 billion of its own stock after insiders sold $38 million https://theinference.org/article/hubspot-cuts-660-jobs-and-reaffirms-guidance-that-cannot-see-the-bill The Inference en 2026-10-07T03:59:55.272Z HubSpot cuts 660 jobs and reaffirms guidance that cannot see the bill https://theinference.org/article/musk-bound-spacex-to-one-chip-supplier-the-bill-is-40-billion-of-debt The Inference en 2026-10-07T03:39:55.003Z Musk bound SpaceX to one chip supplier; the bill is $40 billion of debt https://theinference.org/article/asos-fell-13-after-hackers-turned-its-own-app-into-an-extortion-billboard The Inference en 2026-10-07T03:19:54.976Z Asos fell 13% after hackers turned its own app into an extortion billboard https://theinference.org/article/samsung-s-5-billion-substrate-bet-buys-its-tools-from-a-rival-it-lost-to-in-court The Inference en 2026-10-07T02:36:54.995Z Samsung's $5 Billion Substrate Bet Buys Its Tools From a Rival It Lost To in Court https://theinference.org/article/five-green-days-104-times-earnings-and-a-macom-laser-still-in-test The Inference en 2026-10-07T02:16:55.097Z Five green days, 104 times earnings, and a MACOM laser still in test https://theinference.org/article/airbnb-says-no-to-agent-bookings-while-chatgpt-becomes-its-best-salesman The Inference en 2026-10-07T01:56:54.882Z Airbnb Says No to Agent Bookings While ChatGPT Becomes Its Best Salesman https://theinference.org/article/a-no-name-wyoming-fund-grabs-3-of-technoprobe-off-market-at-the-top-of-a-204-rally The Inference en 2026-10-07T01:36:54.803Z A no-name Wyoming fund grabs 3% of Technoprobe off-market at the top of a 204% rally https://theinference.org/article/america-s-no-1-mortgage-lender-now-pulls-a-rival-score-on-every-loan-and-fico-calls-it-loyalty The Inference en 2026-10-07T01:16:54.761Z America's No. 1 mortgage lender now pulls a rival score on every loan, and FICO calls it loyalty https://theinference.org/article/circle-buys-a-seat-where-24-7-wall-street-picks-its-dollar The Inference en 2026-10-07T01:10:53.024Z Circle Buys a Seat Where 24/7 Wall Street Picks Its Dollar https://theinference.org/article/new-york-billed-doordash-131-5-million-for-underpaid-couriers-london-handed-the-pavement-to-robots The Inference en 2026-10-07T01:10:52.251Z New York billed DoorDash $131.5 million for underpaid couriers; London handed the pavement to robots https://theinference.org/article/qualcomm-asks-a-jury-to-let-it-stop-paying-arm-royalties-for-five-years The Inference en 2026-10-07T01:10:51.735Z Qualcomm asks a jury to let it stop paying Arm royalties for five years https://theinference.org/article/western-digital-insiders-cashed-30-million-out-of-the-rally-wall-street-says-to-buy The Inference en 2026-10-07T01:10:50.979Z Western Digital Insiders Cashed $30 Million Out of the Rally Wall Street Says to Buy https://theinference.org/article/uber-s-2-3-billion-catering-buy-targets-the-orders-ai-agents-cannot-re-shop The Inference en 2026-10-07T01:10:49.346Z Uber's $2.3 Billion Catering Buy Targets the Orders AI Agents Cannot Re-Shop https://theinference.org/article/qualcomm-pays-huawei-for-the-first-time-in-25-years-and-the-real-bill-lands-on-asml The Inference en 2026-10-07T01:10:48.220Z Qualcomm pays Huawei for the first time in 25 years, and the real bill lands on ASML https://theinference.org/article/goldman-s-fund-desk-is-underweight-the-420-billion-ai-debt-wave-goldman-itself-forecasts The Inference en 2026-10-07T01:10:47.491Z Goldman's fund desk is underweight the $420 billion AI debt wave Goldman itself forecasts https://theinference.org/article/micron-settles-with-netlist-for-600-million-and-the-toll-now-falls-to-google-and-nvidia The Inference en 2026-10-07T01:10:44.028Z Micron settles with Netlist for $600 million, and the toll now falls to Google and Nvidia https://theinference.org/article/zscaler-calls-ai-its-biggest-opportunity-then-repeats-guidance-that-slows-growth-by-a-third The Inference en 2026-10-07T01:10:42.013Z Zscaler calls AI its biggest opportunity, then repeats guidance that slows growth by a third https://theinference.org/article/mistral-ships-its-trillion-parameter-model-as-five-legal-challenges-circle-its-data-center The Inference en 2026-10-07T01:10:39.762Z Mistral ships its trillion-parameter model as five legal challenges circle its data center https://theinference.org/article/coinbase-s-futures-just-stopped-expiring-cme-s-still-do The Inference en 2026-10-07T01:10:38.123Z Coinbase's futures just stopped expiring. CME's still do. https://theinference.org/article/figma-rents-chatgpt-s-sidebar-while-its-ai-money-rides-a-903-a-month-tail The Inference en 2026-10-07T01:10:36.228Z Figma rents ChatGPT's sidebar while its AI money rides a $903-a-month tail https://theinference.org/article/index-funds-carry-axt-s-425-run-beijing-gates-the-order-book The Inference en 2026-10-07T01:10:34.402Z Index funds carry AXT's 425% run; Beijing gates the order book https://theinference.org/article/wolfspeed-now-sells-premium-wafers-to-its-competitors-and-guides-to-lose-money-doing-it The Inference en 2026-10-07T01:10:31.923Z Wolfspeed now sells premium wafers to its competitors, and guides to lose money doing it https://theinference.org/article/workday-ships-a-report-saying-ai-won-t-cut-jobs-a-week-after-cutting-500 The Inference en 2026-10-07T01:06:34.963Z Workday ships a report saying AI won't cut jobs, a week after cutting 500 https://theinference.org/article/netflix-lost-the-warner-auction-but-gains-a-seller-paramount-skydance-carries-more-than-80-billion-of-debt The Inference en 2026-10-06T19:26:14.325Z Netflix lost the Warner auction but gains a seller: Paramount Skydance carries more than $80 billion of debt https://theinference.org/article/github-s-agent-pull-requests-beat-human-ones-in-august-near-75-million-a-month-as-microsoft-meters-copilot The Inference en 2026-10-06T19:23:01.443Z GitHub's agent pull requests beat human ones in August, near 75 million a month, as Microsoft meters Copilot https://theinference.org/article/robinhood-ships-sleep-trading-ai-agents-and-10x-crypto-leverage-as-the-cftc-opens-a-60-day-comment-window The Inference en 2026-10-06T19:22:11.505Z Robinhood ships sleep-trading AI agents and 10x crypto leverage as the CFTC opens a 60-day comment window https://theinference.org/article/marvell-lifts-2028-to-20-billion-while-broadcom-lends-anthropic-up-to-42-billion-for-the-same-demand The Inference en 2026-10-06T17:17:57.537Z Marvell lifts 2028 to $20 billion while Broadcom lends Anthropic up to $42 billion for the same demand https://theinference.org/article/shopify-joins-tiktok-s-one-click-checkout-but-the-agent-boom-is-still-under-2-of-merchandise-volume The Inference en 2026-10-06T17:16:53.623Z Shopify joins TikTok's one-click checkout, but the agent boom is still under 2% of merchandise volume https://theinference.org/article/anthropic-asks-2-trillion-in-a-filing-that-warns-its-own-ai-may-resist-shutdown The Inference en 2026-10-06T17:11:35.915Z Anthropic asks $2 trillion in a filing that warns its own AI may resist shutdown https://theinference.org/article/amazon-starts-selling-zhipu-s-glm-5-3-after-anthropic-found-its-safeguards-bypassed-63-to-100-of-the-time The Inference en 2026-10-06T15:19:03.845Z Amazon starts selling Zhipu's GLM-5.3 after Anthropic found its safeguards bypassed 63% to 100% of the time https://theinference.org/article/spacex-asks-the-faa-for-76-starship-launches-a-year-and-spcx-trades-at-133-times-forward-earnings The Inference en 2026-10-06T15:12:15.326Z SpaceX asks the FAA for 76 Starship launches a year, and SPCX trades at 133 times forward earnings https://theinference.org/article/china-s-cxmt-hired-27-samsung-and-sk-hynix-engineers-at-up-to-double-pay-26-are-already-gone The Inference en 2026-10-06T13:19:06.726Z China's CXMT hired 27 Samsung and SK hynix engineers at up to double pay; 26 are already gone https://theinference.org/article/amd-bought-12-gigawatts-of-openai-and-meta-demand-with-320-million-penny-shares The Inference en 2026-10-06T13:14:42.591Z AMD bought 12 gigawatts of OpenAI and Meta demand with 320 million penny shares https://theinference.org/article/google-signed-a-20-year-deal-to-add-890-megawatts-to-11-constellation-nuclear-reactors The Inference en 2026-10-06T13:14:27.811Z Google signed a 20-year deal to add 890 megawatts to 11 Constellation nuclear reactors https://theinference.org/article/seagate-reportedly-bids-billions-for-tdk-s-drive-head-unit-outbidding-toshiba-which-cannot-build-without-it The Inference en 2026-10-06T11:12:00.033Z Seagate reportedly bids billions for TDK's drive-head unit, outbidding Toshiba, which cannot build without it