https://theinference.org/article/mainland-buyers-outspent-baidu-s-own-buyback-desk-13-to-1-in-september The Inference en 2026-10-05T16:46:19.023Z Mainland buyers outspent Baidu's own buyback desk 13 to 1 in September https://theinference.org/article/schneider-committed-a-25-billion-bridge-to-buy-ptc-its-shareholders-pay The Inference en 2026-10-05T16:44:47.535Z Schneider Committed a $25 Billion Bridge to Buy PTC. Its Shareholders Pay. https://theinference.org/article/groq-s-left-behind-engineers-sue-to-reprice-nvidia-s-20bn-deal The Inference en 2026-10-05T16:43:16.182Z Groq's left-behind engineers sue to reprice Nvidia's $20bn deal https://theinference.org/article/broadcom-s-guarantee-on-anthropic-s-chips-just-got-a-market-price-275-basis-points The Inference en 2026-10-05T16:41:44.408Z Broadcom's guarantee on Anthropic's chips just got a market price: 275 basis points https://theinference.org/article/amazon-hands-claude-the-keys-to-its-sellers-stores-and-locks-out-meta The Inference en 2026-10-05T16:40:12.698Z Amazon hands Claude the keys to its sellers' stores and locks out Meta https://theinference.org/article/amazon-s-1-billion-olive-branch-meets-a-198-billion-data-center-revolt The Inference en 2026-10-05T02:27:04.616Z Amazon's $1 billion olive branch meets a $198 billion data center revolt https://theinference.org/article/amphenol-booked-10-7bn-in-orders-its-10-q-says-24-of-the-55-growth-points-were-bought The Inference en 2026-10-05T02:27:03.635Z Amphenol booked $10.7bn in orders. Its 10-Q says 24 of the 55 growth points were bought. https://theinference.org/article/analog-devices-insiders-sold-99-million-in-a-year-and-never-bought-a-share The Inference en 2026-10-05T02:27:02.642Z Analog Devices insiders sold $99 million in a year and never bought a share https://theinference.org/article/ambiq-s-ceo-filed-a-1-1m-tax-sale-his-own-form-shows-11m-already-sold The Inference en 2026-10-05T02:27:01.643Z Ambiq's CEO filed a $1.1M tax sale; his own form shows $11M already sold https://theinference.org/article/at-s-built-2bn-of-ai-substrate-capacity-on-a-skipped-dividend-marvell-tests-it-on-6-october The Inference en 2026-10-05T02:27:00.653Z AT&S built €2bn of AI substrate capacity on a skipped dividend. Marvell tests it on 6 October https://theinference.org/article/asml-banked-china-s-13-billion-lithography-spree-washington-wants-the-maintenance-money The Inference en 2026-10-05T02:26:59.667Z ASML banked China's $13 billion lithography spree; Washington wants the maintenance money https://theinference.org/article/disco-s-record-42-7-margin-meets-the-rival-its-2019-squeeze-created The Inference en 2026-10-05T02:26:57.906Z Disco's record 42.7% margin meets the rival its 2019 squeeze created https://theinference.org/article/lambda-sells-insurers-1-billion-of-gpu-debt-at-6-78-for-30-000-nvidia-chips The Inference en 2026-10-05T02:26:55.408Z Lambda sells insurers $1 billion of GPU debt at 6.78% for 30,000 Nvidia chips https://theinference.org/article/huawei-pays-twice-for-the-ai-boom-200-a-phone-and-a-chip-that-eats-wafers The Inference en 2026-10-05T02:26:53.006Z Huawei Pays Twice for the AI Boom: $200 a Phone and a Chip That Eats Wafers https://theinference.org/article/micron-put-ceilings-on-its-own-boom-26-contracts-cap-a-third-of-revenue The Inference en 2026-10-05T02:26:52.000Z Micron Put Ceilings on Its Own Boom: 26 Contracts Cap a Third of Revenue https://theinference.org/article/citi-s-2-100-sandisk-call-leans-on-micron-sandisk-s-own-guide-leans-the-other-way The Inference en 2026-10-05T02:26:51.004Z Citi's $2,100 Sandisk call leans on Micron; Sandisk's own guide leans the other way https://theinference.org/article/wall-street-prices-nand-scarcity-through-2028-while-ymtc-builds-toward-samsung-s-scale The Inference en 2026-10-05T02:26:50.020Z Wall Street prices NAND scarcity through 2028 while YMTC builds toward Samsung's scale https://theinference.org/article/ferc-approved-5-2-billion-of-gas-pipe-on-data-center-forecasts-a-court-will-now-ask-who-needs-it The Inference en 2026-10-05T02:26:49.024Z FERC Approved $5.2 Billion of Gas Pipe on Data-Center Forecasts. A Court Will Now Ask Who Needs It. https://theinference.org/article/california-reseller-greg-lui-charged-over-300-million-of-nvidia-servers-routed-to-china The Inference en 2026-10-05T02:26:48.035Z California reseller Greg Lui charged over $300 million of Nvidia servers routed to China https://theinference.org/article/california-subpoenas-openai-as-its-rogue-agent-audit-burns-500-000-a-day The Inference en 2026-10-05T02:26:47.014Z California Subpoenas OpenAI as Its Rogue-Agent Audit Burns $500,000 a Day https://theinference.org/article/sealsq-paid-10-79-a-share-for-its-sister-company-it-closed-day-one-at-1-85 The Inference en 2026-10-05T02:26:46.013Z SEALSQ Paid $10.79 a Share For Its Sister Company. It Closed Day One at $1.85. https://theinference.org/article/ai-writes-60-of-airbnb-s-code-the-revenue-side-is-still-an-iou The Inference en 2026-10-05T02:26:45.032Z AI writes 60% of Airbnb's code; the revenue side is still an IOU https://theinference.org/article/siebel-moved-1-9-million-c3-ai-shares-between-his-own-vehicles-the-week-traders-bet-on-a-squeeze The Inference en 2026-10-05T02:26:44.035Z Siebel moved 1.9 million C3.ai shares between his own vehicles the week traders bet on a squeeze https://theinference.org/article/mercor-s-benchmark-flunked-12-real-cpas-the-fix-it-sells-is-more-humans The Inference en 2026-10-05T02:26:43.035Z Mercor's benchmark flunked 12 real CPAs; the fix it sells is more humans https://theinference.org/article/an-unrated-two-year-old-insurer-just-put-its-name-on-used-gpu-risk The Inference en 2026-10-05T02:26:42.010Z An Unrated, Two-Year-Old Insurer Just Put Its Name on Used-GPU Risk https://theinference.org/article/harvey-s-tools-helped-write-the-flawed-filing-the-warning-lands-on-the-law-firm-not-the-vendor The Inference en 2026-10-05T02:26:40.144Z Harvey's tools helped write the flawed filing; the warning lands on the law firm, not the vendor https://theinference.org/article/ibm-s-11-billion-confluent-deal-landed-in-a-software-line-growing-0-organically The Inference en 2026-10-05T02:26:38.975Z IBM's $11 billion Confluent deal landed in a software line growing 0% organically https://theinference.org/article/relativity-wires-its-case-data-to-claude-in-2027-harvey-and-legora-take-a-number The Inference en 2026-10-05T02:26:37.913Z Relativity wires its case data to Claude in 2027; Harvey and Legora take a number https://theinference.org/article/anthropic-spends-100m-on-10-000-engineers-while-11-million-face-an-unpaved-path The Inference en 2026-10-05T02:26:36.577Z Anthropic spends $100M on 10,000 engineers while 11 million face an unpaved path https://theinference.org/article/replit-promised-a-1-billion-year-the-storage-bill-arrived-first The Inference en 2026-10-05T02:26:31.354Z Replit promised a $1 billion year. The storage bill arrived first https://theinference.org/article/trimble-s-500m-credit-line-dies-january-29-the-sale-review-has-no-date The Inference en 2026-10-05T02:26:30.347Z Trimble's $500M Credit Line Dies January 29. The Sale Review Has No Date. https://theinference.org/article/apple-s-1bn-a-year-google-deal-powers-the-home-hub-europe-can-t-use The Inference en 2026-10-05T02:26:29.345Z Apple's $1bn-a-year Google deal powers the home hub Europe can't use https://theinference.org/article/anthropic-s-buyers-want-in-below-2-trillion-and-amazon-s-190-billion-mark-moves-first The Inference en 2026-10-05T02:26:28.062Z Anthropic's Buyers Want In Below $2 Trillion, and Amazon's $190 Billion Mark Moves First https://theinference.org/article/minimax-s-partners-now-sell-its-video-model-for-half-the-lab-s-own-price The Inference en 2026-10-05T02:26:27.068Z MiniMax's partners now sell its video model for half the lab's own price https://theinference.org/article/the-8th-circuit-suspended-the-one-law-that-priced-a-grok-imagine-image-at-500-000 The Inference en 2026-10-05T02:26:26.073Z The 8th Circuit suspended the one law that priced a Grok Imagine image at $500,000 https://theinference.org/article/butterfly-s-74-million-midjourney-license-rests-on-a-scanner-with-no-fda-clearance-and-no-ai The Inference en 2026-10-05T02:26:24.173Z Butterfly's $74 million Midjourney license rests on a scanner with no FDA clearance and no AI https://theinference.org/article/lilly-says-india-already-ran-the-glp-1-price-war-and-mounjaro-grew-anyway The Inference en 2026-10-05T02:26:23.184Z Lilly says India already ran the GLP-1 price war, and Mounjaro grew anyway https://theinference.org/article/15-billion-for-a-free-tool-openevidence-bets-its-doctors-reach-on-hospitals-and-cancer-trials The Inference en 2026-10-05T02:26:22.169Z $15 Billion for a Free Tool: OpenEvidence Bets Its Doctors' Reach on Hospitals and Cancer Trials https://theinference.org/article/novo-s-pill-keeps-winning-switchers-while-the-payers-behind-its-volume-math-walk-out The Inference en 2026-10-05T02:26:21.174Z Novo's pill keeps winning switchers while the payers behind its volume math walk out https://theinference.org/article/applied-digital-carries-2-5-billion-of-an-alabama-ai-factory-for-a-tenant-it-won-t-name The Inference en 2026-10-05T02:26:19.518Z Applied Digital Carries $2.5 Billion of an Alabama AI Factory for a Tenant It Won't Name https://theinference.org/article/base-power-sells-illinois-a-95-battery-and-keeps-an-11-760-rebate The Inference en 2026-10-05T02:26:18.538Z Base Power sells Illinois a $95 battery and keeps an $11,760 rebate https://theinference.org/article/michigan-makes-google-pay-for-power-it-does-not-use The Inference en 2026-10-05T02:26:17.544Z Michigan makes Google pay for power it does not use https://theinference.org/article/rwe-took-1-22bn-to-quit-us-wind-then-sold-1-5bn-of-green-bonds The Inference en 2026-10-05T02:26:14.129Z RWE took $1.22bn to quit US wind, then sold $1.5bn of green bonds https://theinference.org/article/gentherm-took-the-car-parts-business-and-the-110-year-old-modine-name-with-it The Inference en 2026-10-05T02:26:12.021Z Gentherm took the car-parts business, and the 110-year-old Modine name with it https://theinference.org/article/portolan-crossed-5-of-silicom-at-48-58-the-cfo-cashed-out-at-44-44 The Inference en 2026-10-05T02:26:11.015Z Portolan Crossed 5% of Silicom at $48.58. The CFO Cashed Out at $44.44. https://theinference.org/article/te-connectivity-gives-630-german-jobs-a-2028-expiry-date-and-spends-1-4bn-on-ai-power The Inference en 2026-10-05T02:26:09.797Z TE Connectivity gives 630 German jobs a 2028 expiry date and spends $1.4bn on AI power https://theinference.org/article/check-point-s-healthcare-ai-deal-landed-six-days-after-a-federal-deadline-to-patch-its-own-firewalls The Inference en 2026-10-05T02:26:08.073Z Check Point's Healthcare AI Deal Landed Six Days After a Federal Deadline to Patch Its Own Firewalls https://theinference.org/article/blue-origin-asks-the-faa-for-50-launches-a-year-from-a-pad-that-has-flown-once-in-2026 The Inference en 2026-10-05T02:26:06.544Z Blue Origin asks the FAA for 50 launches a year from a pad that has flown once in 2026 https://theinference.org/article/crowdstrike-s-president-sold-64-million-at-the-top-while-warning-ai-models-get-worse The Inference en 2026-10-05T02:26:05.232Z CrowdStrike's president sold $64 million at the top while warning AI models get worse https://theinference.org/article/a-maine-court-filing-puts-palantir-s-ice-database-in-evidence-weeks-before-britain-s-330m-decision The Inference en 2026-10-05T02:26:04.222Z A Maine court filing puts Palantir's ICE database in evidence, weeks before Britain's £330m decision https://theinference.org/article/okta-more-than-tripled-on-the-agent-boom-its-ceo-calls-that-revenue-too-small-to-show-up The Inference en 2026-10-05T02:26:03.225Z Okta more than tripled on the agent boom. Its CEO calls that revenue too small to show up https://theinference.org/article/the-secondary-fund-behind-estonia-s-tech-ranking-just-put-veriff-back-at-1-8-billion The Inference en 2026-10-05T02:26:02.115Z The secondary fund behind Estonia's tech ranking just put Veriff back at €1.8 billion https://theinference.org/article/netflix-swaps-650-million-of-auteurs-for-disney-s-leftovers The Inference en 2026-10-05T02:26:01.028Z Netflix Swaps $650 Million of Auteurs for Disney's Leftovers https://theinference.org/article/affirm-plants-48-month-22-apr-credit-inside-amazon-s-uk-checkout The Inference en 2026-10-05T02:25:59.821Z Affirm plants 48-month, 22% APR credit inside Amazon's UK checkout https://theinference.org/article/goldman-s-80m-handcuffs-now-hold-the-heir-not-the-handover The Inference en 2026-10-05T02:25:58.727Z Goldman's $80m handcuffs now hold the heir, not the handover https://theinference.org/article/crypto-has-41-million-riding-on-ohio-the-week-citi-turned-on-coinbase-s-bank-rail The Inference en 2026-10-05T02:25:57.150Z Crypto has $41 million riding on Ohio, the week Citi turned on Coinbase's bank rail https://theinference.org/article/an-ohio-school-cut-anduril-s-tax-bill-by-60-million-then-asked-homeowners-for-74-million The Inference en 2026-10-05T02:25:56.090Z An Ohio school cut Anduril's tax bill by $60 million, then asked homeowners for $74 million https://theinference.org/article/divorce-court-forces-sk-chairman-to-sell-700-million-of-stock-at-the-memory-boom-s-richest-prices The Inference en 2026-10-05T02:25:55.083Z Divorce court forces SK chairman to sell $700 million of stock at the memory boom's richest prices https://theinference.org/article/eli-lilly-gets-its-3-billion-dutch-factory-katwijk-keeps-the-water-and-gas-bill The Inference en 2026-10-05T02:25:53.997Z Eli Lilly Gets Its $3 Billion Dutch Factory. Katwijk Keeps the Water and Gas Bill. https://theinference.org/article/altman-calls-cerebras-a-close-partner-as-openai-s-fastest-tier-runs-on-nvidia The Inference en 2026-10-05T02:12:14.556Z Altman Calls Cerebras a 'Close Partner' as OpenAI's Fastest Tier Runs on Nvidia https://theinference.org/article/nvidia-prices-its-gpus-at-ten-years-wall-street-lends-against-three The Inference en 2026-10-05T02:12:13.143Z Nvidia prices its GPUs at ten years. Wall Street lends against three. https://theinference.org/article/foreign-funds-dumped-17-2tn-of-sk-hynix-and-samsung-in-a-month-while-both-lined-up-new-fabs The Inference en 2026-10-05T02:12:11.244Z Foreign funds dumped ₩17.2tn of SK hynix and Samsung in a month, while both lined up new fabs https://theinference.org/article/musk-confirms-tsmc-talks-for-terafab-the-ownership-split-decides-who-eats-the-16-8-billion The Inference en 2026-10-05T02:12:10.257Z Musk confirms TSMC talks for Terafab. The ownership split decides who eats the $16.8 billion https://theinference.org/article/samsung-intel-and-tsmc-promised-asml-s-400m-machine-work-none-promised-a-count The Inference en 2026-10-05T02:12:08.487Z Samsung, Intel and TSMC promised ASML's $400M machine work. None promised a count https://theinference.org/article/jane-street-set-etched-s-21-billion-price-and-is-its-only-named-customer The Inference en 2026-10-05T02:12:06.939Z Jane Street set Etched's $21 billion price and is its only named customer https://theinference.org/article/washington-s-9-9-million-globalfoundries-shares-are-up-29-and-the-exit-is-already-drafted The Inference en 2026-10-05T02:12:05.887Z Washington's 9.9 million GlobalFoundries shares are up 29%, and the exit is already drafted https://theinference.org/article/photronics-insiders-sold-596-000-the-week-a-board-probe-opened-neither-under-a-trading-plan The Inference en 2026-10-05T02:12:04.891Z Photronics insiders sold $596,000 the week a board probe opened, neither under a trading plan https://theinference.org/article/stmicro-s-fab-drinks-5-million-m3-a-year-the-village-above-it-gets-a-milk-truck The Inference en 2026-10-05T02:12:03.855Z STMicro's fab drinks 5 million m³ a year; the village above it gets a milk truck https://theinference.org/article/murata-walked-out-of-commodity-capacitors-and-handed-yageo-a-151-rally The Inference en 2026-10-05T02:12:02.858Z Murata walked out of commodity capacitors and handed Yageo a 151% rally https://theinference.org/article/x-fab-breaks-ground-on-a-300m-plus-fab-with-taxpayers-paying-1-27m-a-job The Inference en 2026-10-05T02:12:01.648Z X-FAB breaks ground on a €300m-plus fab with taxpayers paying €1.27m a job https://theinference.org/article/bull-builds-europe-s-supercomputers-at-home-then-pays-samsung-sk-hynix-and-micron-for-the-memory The Inference en 2026-10-05T02:12:00.084Z Bull builds Europe's supercomputers at home, then pays Samsung, SK Hynix and Micron for the memory https://theinference.org/article/elastic-co-founder-files-141-million-share-sale-just-below-the-street-s-average-target The Inference en 2026-10-05T02:11:56.921Z Elastic co-founder files $141 million share sale just below the street's average target https://theinference.org/article/gitlab-shipped-a-spending-meter-for-its-ai-agents-and-the-founder-s-trust-sold-101m The Inference en 2026-10-05T02:11:55.880Z GitLab shipped a spending meter for its AI agents, and the founder's trust sold $101M https://theinference.org/article/ibm-s-newest-director-buys-companies-like-ibm-for-a-living The Inference en 2026-10-05T02:11:54.864Z IBM's newest director buys companies like IBM for a living https://theinference.org/article/the-ai-is-in-2-500-hospitals-and-nowhere-on-the-invoice-wolters-kluwer-reports-4-november The Inference en 2026-10-05T02:11:53.864Z The AI is in 2,500 hospitals and nowhere on the invoice: Wolters Kluwer reports 4 November https://theinference.org/article/washington-purged-the-healthy-from-obamacare-molina-just-took-florida-s-sickest-kids The Inference en 2026-10-05T02:11:52.816Z Washington purged the healthy from Obamacare; Molina just took Florida's sickest kids https://theinference.org/article/tesla-must-build-1-000-robots-a-week-and-the-hands-keep-failing The Inference en 2026-10-05T02:11:51.449Z Tesla Must Build 1,000 Robots a Week, and the Hands Keep Failing https://theinference.org/article/exelon-s-power-plant-comeback-plan-is-running-into-maryland-s-ratepayer-wall The Inference en 2026-10-05T02:11:50.450Z Exelon's power plant comeback plan is running into Maryland's ratepayer wall https://theinference.org/article/cisco-s-9-3-billion-in-ai-orders-comes-due-just-as-hpe-finds-800-million-for-a-price-war The Inference en 2026-10-05T02:11:49.460Z Cisco's $9.3 billion in AI orders comes due just as HPE finds $800 million for a price war https://theinference.org/article/flex-signed-3-3-billion-of-one-year-debt-eight-days-after-a-ransomware-gang-listed-it The Inference en 2026-10-05T02:11:48.463Z Flex signed $3.3 billion of one-year debt eight days after a ransomware gang listed it https://theinference.org/article/national-grid-wires-five-london-data-centres-while-its-delivery-record-takes-the-hits The Inference en 2026-10-05T02:11:46.348Z National Grid wires five London data centres while its delivery record takes the hits https://theinference.org/article/petrobras-signed-20-years-with-sempra-then-bought-the-same-gas-from-cheniere The Inference en 2026-10-05T02:11:45.301Z Petrobras signed 20 years with Sempra, then bought the same gas from Cheniere https://theinference.org/article/crowdstrike-puts-safemind-on-nvidia-s-stage-while-check-point-patches-its-own-exploited-9-8s The Inference en 2026-10-05T02:11:44.315Z CrowdStrike puts SafeMind on NVIDIA's stage while Check Point patches its own exploited 9.8s https://theinference.org/article/four-awards-137-6m-zero-fleets-the-army-still-hasn-t-committed-to-epirus-s-microwave The Inference en 2026-10-05T02:11:43.115Z Four awards, $137.6M, zero fleets: the Army still hasn't committed to Epirus's microwave https://theinference.org/article/retail-traders-call-rubrik-the-hedge-against-ai-insiders-logged-125-sales-in-126-trades The Inference en 2026-10-05T02:11:41.231Z Retail traders call Rubrik the hedge against AI; insiders logged 125 sales in 126 trades https://theinference.org/article/gen-digital-owners-rejected-executive-pay-two-weeks-before-the-godaddy-leak The Inference en 2026-10-05T02:11:40.231Z Gen Digital owners rejected executive pay two weeks before the GoDaddy leak https://theinference.org/article/roblox-is-selling-ads-to-cover-a-bookings-hole-its-own-safety-rules-dug The Inference en 2026-10-05T02:11:39.167Z Roblox Is Selling Ads to Cover a Bookings Hole Its Own Safety Rules Dug https://theinference.org/article/three-majors-price-one-catalog-two-ways-76m-into-stability-60-202-claims-against-suno The Inference en 2026-10-05T02:11:38.161Z Three majors price one catalog two ways: $76M into Stability, 60,202 claims against Suno https://theinference.org/article/morgan-stanley-leaked-100-asia-deals-into-hong-kong-s-richest-quarter-ever The Inference en 2026-10-05T02:11:37.164Z Morgan Stanley leaked 100 Asia deals into Hong Kong's richest quarter ever https://theinference.org/article/meta-s-muse-gets-a-revenue-line-a-toll-on-everything-the-agent-buys The Inference en 2026-10-05T02:11:36.147Z Meta's Muse gets a revenue line: a toll on everything the agent buys https://theinference.org/article/intel-and-amd-lift-prices-10-and-hand-tsmc-s-bill-to-the-pc-makers The Inference en 2026-10-05T02:11:34.382Z Intel and AMD lift prices 10% and hand TSMC's bill to the PC makers https://theinference.org/article/chronoscale-promises-1-billion-in-ai-revenue-on-71-6-million-of-booked-sales The Inference en 2026-10-05T02:11:32.525Z ChronoScale Promises $1 Billion in AI Revenue on $71.6 Million of Booked Sales https://theinference.org/article/starboard-s-2-5-billion-dynatrace-demand-meets-the-915-million-arize-check The Inference en 2026-10-05T02:11:31.518Z Starboard's $2.5 billion Dynatrace demand meets the $915 million Arize check https://theinference.org/article/three-optical-startups-now-priced-above-marvell-s-entire-3-25-billion-fabric-purchase The Inference en 2026-10-05T02:11:30.154Z Three Optical Startups Now Priced Above Marvell's Entire $3.25 Billion Fabric Purchase