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 https://theinference.org/article/wec-s-47-5-billion-data-center-bet-meets-its-regulatory-test-in-chicago The Inference en 2026-10-31T21:04:45.567Z WEC's $47.5 billion data-center bet meets its regulatory test in Chicago https://theinference.org/article/neurosurgeons-video-model-built-on-alibaba-s-wan-lists-at-half-a-cent-a-second-on-fal-and-openrouter The Inference en 2026-10-31T21:03:46.653Z Neurosurgeons' video model built on Alibaba's Wan lists at half a cent a second on fal and OpenRouter https://theinference.org/article/insurers-face-the-first-claims-from-the-php-flaws-behind-the-palo-alto-hack-and-the-losses-are-shutdowns The Inference en 2026-10-31T21:02:45.684Z Insurers face the first claims from the PHP flaws behind the Palo Alto hack, and the losses are shutdowns 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 The Inference en 2026-10-31T21:01:46.543Z Axon's Cherokee County customers vote November 3 on a $37.3 million renewal priced 2.6 times today's bill https://theinference.org/article/texas-names-sherman-ideal-for-a-two-plant-45-billion-chip-project-and-tsmc-is-the-presumed-buyer The Inference en 2026-10-31T21:00:46.615Z Texas names Sherman ideal for a two-plant, $45 billion chip project, and TSMC is the presumed buyer https://theinference.org/article/bristol-myers-locked-tempus-data-through-2031-and-led-pathos-237-million-round-tempus-reports-november-2 The Inference en 2026-10-31T19:11:43.412Z Bristol Myers locked Tempus data through 2031 and led Pathos' $237 million round; Tempus reports November 2 https://theinference.org/article/first-solar-raised-prices-on-every-deal-since-august-the-0-38-per-watt-import-floor-lands-december-4 The Inference en 2026-10-31T19:10:42.829Z First Solar raised prices on every deal since August; the $0.38 per watt import floor lands December 4 https://theinference.org/article/hewlett-packard-enterprise-fell-6-42-after-intel-s-memory-warning-with-11-8-billion-of-inventory The Inference en 2026-10-31T19:09:42.942Z Hewlett Packard Enterprise fell 6.42% after Intel's memory warning, with $11.8 billion of inventory https://theinference.org/article/shopify-reports-tuesday-with-42-1-million-settled-on-the-coinbase-stablecoin-rail-it-built The Inference en 2026-10-31T19:08:43.006Z Shopify reports Tuesday with $42.1 million settled on the Coinbase stablecoin rail it built https://theinference.org/article/hp-fell-9-on-intel-s-pc-warning-as-its-insiders-made-seven-sales-and-zero-buys-in-six-months The Inference en 2026-10-31T19:07:43.328Z HP fell 9% on Intel's PC warning as its insiders made seven sales and zero buys in six months https://theinference.org/article/microchip-s-nasa-spaceflight-computer-passes-radiation-tests-as-insiders-sell-71-million-buying-none The Inference en 2026-10-31T18:03:43.469Z Microchip's NASA spaceflight computer passes radiation tests as insiders sell $71 million, buying none https://theinference.org/article/texas-pacific-land-asks-shareholders-to-bring-it-home-to-texas-as-ai-money-reaches-its-land The Inference en 2026-10-31T18:02:43.400Z Texas Pacific Land asks shareholders to bring it home to Texas as AI money reaches its land https://theinference.org/article/celestica-cut-its-buyback-45-and-its-free-cash-outlook-after-selling-3-45-billion-of-stock-at-310 The Inference en 2026-10-31T18:01:43.337Z Celestica cut its buyback 45% and its free cash outlook after selling $3.45 billion of stock at $310 https://theinference.org/article/prologis-signs-a-5-billion-share-sale-program-while-paying-for-segro-in-stock The Inference en 2026-10-31T18:00:43.402Z Prologis signs a $5 billion share-sale program while paying for SEGRO in stock https://theinference.org/article/servicenow-s-ceo-called-moveworks-way-ahead-once-on-the-q3-call-the-100-million-acv-was-employeeworks The Inference en 2026-10-31T17:13:41.414Z ServiceNow's CEO called Moveworks 'way ahead' once on the Q3 call; the $100 million ACV was EmployeeWorks' https://theinference.org/article/richtech-robotics-now-trades-below-its-cash-and-the-filings-explain-why The Inference en 2026-10-31T17:12:41.698Z Richtech Robotics now trades below its cash, and the filings explain why https://theinference.org/article/nextera-s-67-billion-dominion-buy-gets-a-virginia-ruling-january-11-on-who-pays-ai-s-power-bill The Inference en 2026-10-31T17:11:41.211Z NextEra's $67 billion Dominion buy gets a Virginia ruling January 11 on who pays AI's power bill https://theinference.org/article/entergy-says-google-s-550-6-million-battery-build-costs-ratepayers-zero-and-the-arkansas-psc-tests-it The Inference en 2026-10-31T17:10:41.760Z Entergy says Google's $550.6 million battery build costs ratepayers zero, and the Arkansas PSC tests it https://theinference.org/article/snap-faces-the-teen-addiction-trial-alone-after-meta-settled-its-q3-lands-the-day-opening-statements-begin The Inference en 2026-10-31T16:20:39.685Z Snap faces the teen addiction trial alone after Meta settled; its Q3 lands the day opening statements begin https://theinference.org/article/oracle-caps-ai-fundraising-at-20-billion-and-promises-30-billion-of-free-cash-flow-in-fiscal-2029 The Inference en 2026-10-31T16:19:40.352Z Oracle caps AI fundraising at $20 billion and promises $30 billion of free cash flow in fiscal 2029 https://theinference.org/article/openai-trimmed-its-round-to-20-billion-at-a-1-25-trillion-valuation-with-11-billion-committed The Inference en 2026-10-31T16:18:58.176Z OpenAI trimmed its round to $20 billion at a $1.25 trillion valuation, with $11 billion committed https://theinference.org/article/lilly-raises-guidance-to-92-billion-and-hits-a-record-close-while-novo-nordisk-bets-november-on-cagrisema The Inference en 2026-10-31T16:17:41.078Z Lilly raises guidance to $92 billion and hits a record close, while Novo Nordisk bets November on CagriSema https://theinference.org/article/nvidia-gives-away-langchain-s-agent-software-and-dxc-which-licenses-it-posted-bookings-down-10 The Inference en 2026-10-31T16:16:40.732Z Nvidia gives away LangChain's agent software, and DXC, which licenses it, posted bookings down 10% https://theinference.org/article/comfort-systems-beat-on-everything-five-banks-cut-targets-anyway-and-the-street-mean-sits-49-higher The Inference en 2026-10-31T15:42:08.782Z Comfort Systems beat on everything; five banks cut targets anyway, and the street mean sits 49% higher https://theinference.org/article/constellation-software-s-record-3-billion-buying-year-faces-its-3-organic-growth-test-on-november-6 The Inference en 2026-10-31T15:26:08.439Z Constellation Software's record $3 billion buying year faces its 3% organic growth test on November 6 https://theinference.org/article/xcel-s-70-billion-grid-plan-starts-with-a-6-billion-stock-sale The Inference en 2026-10-31T15:25:08.463Z Xcel's $70 billion grid plan starts with a $6 billion stock sale https://theinference.org/article/france-voted-5-5-euro-cents-a-gigabyte-on-netflix-google-and-meta-and-one-word-decides-which-cap-applies The Inference en 2026-10-31T15:24:09.054Z France voted 5.5 euro cents a gigabyte on Netflix, Google and Meta, and one word decides which cap applies https://theinference.org/article/fico-froze-its-10-mortgage-price-and-three-top-lenders-signed-on-the-november-4-report-prices-the-freeze The Inference en 2026-10-31T15:23:08.024Z FICO froze its $10 mortgage price and three top lenders signed on; the November 4 report prices the freeze https://theinference.org/article/tesla-stops-paying-for-referrals-that-sell-cars-pays-for-referrals-that-sell-software The Inference en 2026-10-31T15:22:08.101Z Tesla stops paying for referrals that sell cars, pays for referrals that sell software https://theinference.org/article/ozempic-blindness-suits-top-200-as-novo-nordisk-spends-dkk-11-billion-on-buybacks The Inference en 2026-10-31T15:21:08.544Z Ozempic blindness suits top 200 as Novo Nordisk spends DKK 11 billion on buybacks https://theinference.org/article/arm-reports-november-4-with-a-2-verdict-and-a-clause-that-could-erase-five-years-of-qualcomm-royalties The Inference en 2026-10-31T15:20:08.552Z Arm reports November 4 with a $2 verdict and a clause that could erase five years of Qualcomm royalties https://theinference.org/article/musk-says-no-to-a-december-optimus-waitlist-after-a-tesla-conference-partner-said-yes The Inference en 2026-10-31T14:15:06.716Z Musk says no to a December Optimus waitlist after a Tesla conference partner said yes https://theinference.org/article/openai-google-microsoft-and-anthropic-adopt-a-free-robots-txt-opt-out-cloudflare-s-margin-fell-to-71-8 The Inference en 2026-10-31T14:14:06.922Z OpenAI, Google, Microsoft and Anthropic adopt a free robots.txt opt-out; Cloudflare's margin fell to 71.8% https://theinference.org/article/vistra-closed-its-4-billion-cogentrix-buy-5-496-megawatts-and-the-doj-required-a-maine-plant-divested The Inference en 2026-10-31T14:13:06.517Z Vistra closed its $4 billion Cogentrix buy: 5,496 megawatts, and the DOJ required a Maine plant divested https://theinference.org/article/germany-hands-vishay-a-241-million-check-for-its-power-chip-fab-four-days-before-its-margin-test The Inference en 2026-10-31T14:09:06.629Z Germany hands Vishay a $241 million check for its power-chip fab, four days before its margin test https://theinference.org/article/sam-altman-visited-samsung-days-after-its-record-80-5-billion-quarter-its-phone-business-lost-money The Inference en 2026-10-31T14:08:06.391Z Sam Altman visited Samsung days after its record $80.5 billion quarter; its phone business lost money https://theinference.org/article/melexis-grew-3-while-nxp-grew-13-and-allegro-15-in-cars-and-two-banks-cut-its-targets The Inference en 2026-10-31T14:07:08.134Z Melexis grew 3% while NXP grew 13% and Allegro 15% in cars, and two banks cut its targets https://theinference.org/article/roblox-fell-18-after-earnings-as-bookings-dropped-12-and-ai-built-games-reach-the-us-in-december The Inference en 2026-10-31T14:06:06.992Z Roblox fell 18% after earnings as bookings dropped 12% and AI-built games reach the US in December https://theinference.org/article/check-point-launches-a-12-8-terabit-ai-firewall-monday-s-report-is-seen-as-its-first-revenue-drop The Inference en 2026-10-31T14:05:07.115Z Check Point launches a 12.8-terabit AI firewall; Monday's report is seen as its first revenue drop https://theinference.org/article/spacex-paid-60-billion-for-cursor-sophos-says-gold-ogre-ransomware-used-its-agents-on-real-intrusions The Inference en 2026-10-31T13:19:06.852Z SpaceX paid $60 billion for Cursor. Sophos says Gold Ogre ransomware used its agents on real intrusions https://theinference.org/article/twilio-drops-17-to-205-on-a-beat-and-every-analyst-target-sits-above-the-close The Inference en 2026-10-31T13:18:06.205Z Twilio drops 17% to $205 on a beat, and every analyst target sits above the close https://theinference.org/article/crowdstrike-tracks-a-china-backed-ai-agent-hacking-campaign-at-200-plus-targets-as-security-stocks-sell-off The Inference en 2026-10-31T13:17:08.434Z CrowdStrike tracks a China-backed AI-agent hacking campaign at 200-plus targets as security stocks sell off https://theinference.org/article/doe-offers-constellation-up-to-5-billion-to-add-nearly-1-1-gigawatts-at-running-reactors-for-google-amazon The Inference en 2026-10-31T13:16:05.929Z DOE offers Constellation up to $5 billion to add nearly 1.1 gigawatts at running reactors for Google, Amazon https://theinference.org/article/amphenol-printed-its-best-quarter-ever-the-street-s-46-target-cut-was-mostly-a-stock-split The Inference en 2026-10-31T13:15:06.063Z Amphenol printed its best quarter ever. The street's \"46% target cut\" was mostly a stock split. https://theinference.org/article/three-firms-say-buy-coinbase-after-binance-s-6-3-billion-hack-armstrong-s-sale-window-opens-november-16 The Inference en 2026-10-31T03:12:58.286Z Three firms say buy Coinbase after Binance's $6.3 billion hack; Armstrong's sale window opens November 16 https://theinference.org/article/cavco-industries-posts-a-record-656-4-million-quarter-on-data-center-bunkhouses-and-won-t-say-how-many The Inference en 2026-10-31T01:13:06.517Z Cavco Industries posts a record $656.4 million quarter on data center bunkhouses and won't say how many https://theinference.org/article/bofa-names-china-the-biggest-gate-in-a-tesla-spacex-merger-and-a-119-billion-fab-waits-behind-it The Inference en 2026-10-30T23:17:07.364Z BofA names China the biggest gate in a Tesla-SpaceX merger, and a $119 billion fab waits behind it https://theinference.org/article/meta-raised-37-5-billion-then-s-p-cut-its-credit-outlook-to-negative-on-71-billion-of-2027-cash-deficits The Inference en 2026-10-30T23:15:07.268Z Meta raised $37.5 billion, then S&P cut its credit outlook to negative on $71 billion of 2027 cash deficits