https://theinference.org/article/vistra-guided-2027-ebitda-to-7-7-to-8-5-billion-with-98-of-output-hedged-before-the-texas-vote The Inference en 2026-11-06T19:15:15.081Z Vistra guided 2027 EBITDA to $7.7 to $8.5 billion with 98% of output hedged before the Texas vote https://theinference.org/article/marvell-agreed-to-buy-lumentum-for-115-billion-leaving-open-who-supplies-the-wafers-for-its-ai-lasers The Inference en 2026-11-06T19:11:15.305Z Marvell agreed to buy Lumentum for $115 billion, leaving open who supplies the wafers for its AI lasers https://theinference.org/article/blackrock-s-passive-ownership-defense-won-at-ferc-and-survived-a-texas-court-in-the-same-week The Inference en 2026-11-06T19:10:15.097Z BlackRock's passive-ownership defense won at FERC and survived a Texas court in the same week https://theinference.org/article/kinder-morgan-s-southeast-connector-just-got-bigger-20-shippers-48-inch-pipe-3-7-bcf-d-in-sight The Inference en 2026-11-06T19:09:15.064Z Kinder Morgan's Southeast Connector just got bigger: 20 shippers, 48-inch pipe, 3.7 Bcf/d in sight https://theinference.org/article/tyler-technologies-sells-ai-to-governments-at-flat-prices-while-rival-uipath-bills-per-item The Inference en 2026-11-06T19:08:15.037Z Tyler Technologies sells AI to governments at flat prices while rival UiPath bills per item https://theinference.org/article/doordash-fell-14-5-on-prime-s-uber-eats-move-its-13-billion-instacart-bridge-may-fall-short The Inference en 2026-11-06T19:07:14.962Z DoorDash fell 14.5% on Prime's Uber Eats move; its $13 billion Instacart bridge may fall short https://theinference.org/article/apple-added-33-billion-of-component-commitments-and-guided-december-margin-down-to-45-to-46-on-memory The Inference en 2026-11-06T18:25:14.932Z Apple added $33 billion of component commitments and guided December margin down to 45% to 46% on memory https://theinference.org/article/chicago-voted-72-5-to-bring-back-shotspotter-soundthinking-s-tender-offer-still-pays-8-00-cash The Inference en 2026-11-06T18:19:14.134Z Chicago voted 72.5% to bring back ShotSpotter; SoundThinking's tender offer still pays $8.00 cash https://theinference.org/article/verisk-s-fastest-organic-growth-of-the-year-7-4-as-a-top-five-retailer-left-in-house-ai-for-verisk The Inference en 2026-11-06T18:18:14.816Z Verisk's fastest organic growth of the year, 7.4%, as a top-five retailer left in-house AI for Verisk https://theinference.org/article/texas-governor-elect-gina-hinojosa-wants-a-spacex-pause-as-goldman-syndicates-40-billion-of-chip-debt The Inference en 2026-11-06T18:17:14.532Z Texas Governor-elect Gina Hinojosa wants a SpaceX pause as Goldman syndicates $40 billion of chip debt https://theinference.org/article/walmart-invested-in-base-power-which-claims-100-megawatts-a-month-on-a-13-billion-valuation The Inference en 2026-11-06T18:16:14.696Z Walmart invested in Base Power, which claims 100 megawatts a month on a $13 billion valuation https://theinference.org/article/two-suits-blaming-chatgpt-advice-land-on-openai-as-it-pitches-a-2027-ipo-after-its-852-billion-round The Inference en 2026-11-06T18:15:15.238Z Two suits blaming ChatGPT advice land on OpenAI as it pitches a 2027 IPO after its $852 billion round https://theinference.org/article/shopify-missed-for-the-first-time-in-four-years-affirm-s-34-growth-and-klaviyo-s-raise-say-demand-moved The Inference en 2026-11-06T18:14:15.157Z Shopify missed for the first time in four years; Affirm's 34% growth and Klaviyo's raise say demand moved https://theinference.org/article/paylocity-s-30-million-guidance-raise-is-half-interest-income-on-client-payroll-cash The Inference en 2026-11-06T18:13:14.841Z Paylocity's $30 million guidance raise is half interest income on client payroll cash https://theinference.org/article/alpha-omega-semiconductor-ai-and-server-revenue-hit-20-of-sales-but-it-still-lost-money The Inference en 2026-11-06T18:11:16.103Z AI and server revenue hit 20% of Alpha & Omega sales, but it still lost money https://theinference.org/article/visa-s-benchmark-ai-shopping-agents-fail-42-8-of-runs-as-visa-trades-12-above-its-5-year-median The Inference en 2026-11-06T17:14:34.561Z Visa's benchmark: AI shopping agents fail 42.8% of runs as Visa trades 12% above its 5-year median https://theinference.org/article/oklo-raised-2-25-billion-selling-stock-at-70-19-the-market-values-everything-it-builds-at-700-million The Inference en 2026-11-06T17:13:34.435Z Oklo raised $2.25 billion selling stock at $70.19; the market values everything it builds at $700 million https://theinference.org/article/fermi-s-ousted-ceo-sold-13-million-of-stock-into-a-52-week-low-then-said-it-should-be-soaring The Inference en 2026-11-06T17:12:34.529Z Fermi's ousted CEO sold $13 million of stock into a 52-week low, then said it 'should be soaring' https://theinference.org/article/mara-moved-1-650-bitcoin-worth-132-8-million-as-its-1-5-billion-gas-plant-deal-finds-no-ai-tenant The Inference en 2026-11-06T17:11:34.673Z MARA moved 1,650 bitcoin worth $132.8 million as its $1.5 billion gas plant deal finds no AI tenant https://theinference.org/article/ppl-raised-eps-growth-to-7-to-9-the-2-gw-qts-data-center-deal-is-nonbinding-and-needs-3-billion-of-equity The Inference en 2026-11-06T17:10:35.037Z PPL raised EPS growth to 7% to 9%; the 2 GW QTS data-center deal is nonbinding and needs $3 billion of equity https://theinference.org/article/data-center-orders-tripled-at-carrier-and-the-cost-of-rolling-its-debt-doubled The Inference en 2026-11-06T17:09:34.926Z Data-center orders tripled at Carrier, and the cost of rolling its debt doubled https://theinference.org/article/bwx-technologies-launched-500-million-of-2034-notes-after-bookings-fell-to-538-million-from-2-25-billion The Inference en 2026-11-06T17:08:34.812Z BWX Technologies launched $500 million of 2034 notes after bookings fell to $538 million from $2.25 billion https://theinference.org/article/national-grid-raised-eps-growth-guidance-to-15-16-and-holds-a-1-75-billion-stake-in-us-ai-data-center-power The Inference en 2026-11-06T17:07:34.631Z National Grid raised EPS growth guidance to 15-16% and holds a $1.75 billion stake in US AI data center power https://theinference.org/article/google-and-amazon-locked-up-20-years-of-constellation-nuclear-a-5-billion-loan-covers-80-at-eight-plants The Inference en 2026-11-06T17:06:35.602Z Google and Amazon locked up 20 years of Constellation nuclear; a $5 billion loan covers 80% at eight plants https://theinference.org/article/genpact-s-ai-segment-grew-30-in-q3-while-nine-month-operating-cash-flow-fell-73 The Inference en 2026-11-06T17:05:34.921Z Genpact's AI segment grew 30% in Q3 while nine-month operating cash flow fell 73% https://theinference.org/article/motorola-solutions-memory-bill-of-150-million-to-160-million-could-double-in-2027-testing-margin-promises The Inference en 2026-11-06T16:57:33.717Z Motorola Solutions' memory bill of $150 million to $160 million could double in 2027, testing margin promises https://theinference.org/article/fastly-s-best-quarter-ever-came-with-a-27-crash-and-its-top-10-customers-grew-46-while-the-rest-grew-8 The Inference en 2026-11-06T16:49:36.657Z Fastly's best quarter ever came with a 27% crash, and its top 10 customers grew 46% while the rest grew 8% https://theinference.org/article/tesla-will-end-cybertruck-production-in-mid-2027-to-make-room-for-cybercab-at-giga-texas The Inference en 2026-11-06T16:25:32.450Z Tesla will end Cybertruck production in mid-2027 to make room for Cybercab at Giga Texas https://theinference.org/article/pale-fire-capital-bought-31-million-of-coursera-in-three-days-below-goldman-sachs-s-5-target The Inference en 2026-11-06T16:24:31.790Z Pale Fire Capital bought $31 million of Coursera in three days, below Goldman Sachs's $5 target https://theinference.org/article/fair-isaac-fico-pulled-2027-guidance-as-six-banks-cut-price-targets-from-650-to-925 The Inference en 2026-11-06T16:23:32.212Z Fair Isaac pulled 2027 guidance, and six banks cut price targets from $650 to $925 https://theinference.org/article/aerovironment-s-banks-raised-its-bid-bonding-to-150-million-as-it-chases-a-1-7-billion-space-force-contract The Inference en 2026-11-06T16:22:33.188Z AeroVironment's banks raised its bid bonding to $150 million as it chases a $1.7 billion Space Force contract https://theinference.org/article/western-digital-fell-17-35-to-267-63-in-a-2-5-trillion-nasdaq-rout-and-fidelity-holds-9-2 The Inference en 2026-11-06T16:21:31.836Z Western Digital fell 17.35% to $267.63 in a $2.5 trillion Nasdaq rout, and Fidelity holds 9.2% https://theinference.org/article/seven-f5-officers-sold-7-2-million-of-stock-four-sales-at-324-06-below-f5-s-422-buyback-price The Inference en 2026-11-06T16:20:32.050Z Seven F5 officers sold $7.2 million of stock, four sales at $324.06, below F5's $422 buyback price https://theinference.org/article/leidos-cut-2026-revenue-guidance-by-200-million-after-selling-its-screening-unit-to-analogic The Inference en 2026-11-06T16:19:32.659Z Leidos cut 2026 revenue guidance by $200 million after selling its screening unit to Analogic https://theinference.org/article/oracle-s-165-billion-new-mexico-campus-permit-slipped-past-december-7-as-lenders-sell-the-debt The Inference en 2026-11-06T16:18:32.366Z Oracle's $165 billion New Mexico campus permit slipped past December 7 as lenders sell the debt https://theinference.org/article/ionq-paid-elisity-s-sellers-at-35-68-a-share-on-november-3-the-market-pays-26-43 The Inference en 2026-11-06T16:17:31.923Z IonQ paid Elisity's sellers at $35.68 a share on November 3. The market pays $26.43. https://theinference.org/article/alibaba-reports-november-19-cloud-revenue-has-to-catch-a-53-billion-ai-spending-pledge The Inference en 2026-11-06T16:16:32.158Z Alibaba reports November 19: cloud revenue has to catch a $53 billion AI spending pledge https://theinference.org/article/ameren-s-q3-beat-came-from-warm-weather-its-38-1-billion-grid-plan-has-no-named-customer The Inference en 2026-11-06T16:15:32.283Z Ameren's Q3 beat came from warm weather; its $38.1 billion grid plan has no named customer https://theinference.org/article/qualcomm-s-data-center-pivot-5-billion-in-fiscal-2027-15-billion-by-fiscal-2029-spacex-first The Inference en 2026-11-06T16:14:32.203Z Qualcomm's data-center pivot: $5 billion in fiscal 2027, $15 billion by fiscal 2029, SpaceX first https://theinference.org/article/stmicroelectronics-fell-9-3-on-ai-buildout-fears-it-expects-1-3-billion-of-ai-revenue-under-a-tenth The Inference en 2026-11-06T16:13:32.562Z STMicroelectronics fell 9.3% on AI buildout fears; it expects $1.3 billion of AI revenue, under a tenth https://theinference.org/article/skyworks-guides-the-qorvo-business-it-bought-10-below-its-september-run-rate-on-2-47-billion-of-debt The Inference en 2026-11-06T16:12:31.929Z Skyworks guides the Qorvo business it bought 10% below its September run-rate, on $2.47 billion of debt https://theinference.org/article/bending-spoons-closed-1-25-billion-of-junk-notes-at-9-625-and-airtable-s-cash-services-them The Inference en 2026-11-06T16:11:32.215Z Bending Spoons closed $1.25 billion of junk notes at 9.625%, and Airtable's cash services them https://theinference.org/article/asmpt-booked-a-record-1-1-billion-in-orders-but-guided-flat-q4-equipment-revenue-the-stock-fell-11 The Inference en 2026-11-06T16:10:32.088Z ASMPT booked a record $1.1 billion in orders but guided flat Q4 equipment revenue; the stock fell 11% https://theinference.org/article/microsoft-is-paying-for-its-170-billion-ai-build-with-jobs-and-invisible-copilot-limits The Inference en 2026-11-06T15:35:32.067Z Microsoft is paying for its $170 billion AI build with jobs and invisible Copilot limits https://theinference.org/article/sierra-passed-400-million-in-arr-bought-anon-and-signed-guardian-life-for-a-million-dental-calls-a-year The Inference en 2026-11-06T15:34:31.800Z Sierra passed $400 million in ARR, bought Anon, and signed Guardian Life for a million dental calls a year https://theinference.org/article/servicenow-pays-127-million-to-keep-the-executives-running-its-ai-layoffs The Inference en 2026-11-06T15:33:32.090Z ServiceNow pays $127 million to keep the executives running its AI layoffs https://theinference.org/article/figma-beat-and-raised-but-the-stock-fell-16-7-to-18-44-as-shareholders-fund-the-ai-bill The Inference en 2026-11-06T15:32:32.164Z Figma beat and raised, but the stock fell 16.7% to $18.44 as shareholders fund the AI bill https://theinference.org/article/vicor-s-66-6-million-royalty-line-a-third-of-a-record-quarter-comes-from-one-unnamed-license The Inference en 2026-11-06T15:31:31.442Z Vicor's $66.6 million royalty line, a third of a record quarter, comes from one unnamed license https://theinference.org/article/bentley-systems-co-founder-sold-13-9-million-of-stock-at-40-24-five-days-before-the-market-paid-47-71 The Inference en 2026-11-06T15:30:31.423Z Bentley Systems co-founder sold $13.9 million of stock at $40.24, five days before the market paid $47.71 https://theinference.org/article/tsmc-locked-at-its-nt-2-020-limit-down-as-taiwan-s-taiex-opened-down-a-record-3-737-points The Inference en 2026-11-06T15:29:31.635Z TSMC locked at its NT$2,020 limit-down as Taiwan's Taiex opened down a record 3,737 points https://theinference.org/article/pdf-solutions-beat-estimates-fell-13-and-its-backlog-shrank-for-the-first-time-since-2024 The Inference en 2026-11-06T15:28:31.701Z PDF Solutions beat estimates, fell 13%, and its backlog shrank for the first time since 2024 https://theinference.org/article/tempus-ai-beat-q3-but-80-million-of-2027-growth-rides-on-a-december-31-medicare-deadline The Inference en 2026-11-06T15:27:31.916Z Tempus AI beat Q3, but $80 million of 2027 growth rides on a December 31 Medicare deadline https://theinference.org/article/robinhood-agent-accounts-hit-150-000-and-30-million-tool-calls-a-day-but-crypto-revenue-fell-55 The Inference en 2026-11-06T15:26:31.599Z Robinhood agent accounts hit 150,000 and 30 million tool calls a day, but crypto revenue fell 55% https://theinference.org/article/camtek-booked-800-million-of-orders-the-stock-fell-8-intraday-and-gross-margin-stalled-at-51-1 The Inference en 2026-11-06T15:25:31.800Z Camtek booked $800 million of orders, the stock fell 8% intraday, and gross margin stalled at 51.1% https://theinference.org/article/samsung-s-bonus-pool-could-pay-a-memory-engineer-560-000-as-cxmt-poaches-samsung-s-staff The Inference en 2026-11-06T15:24:31.580Z Samsung's bonus pool could pay a memory engineer $560,000 as CXMT poaches Samsung's staff https://theinference.org/article/entergy-s-4-1-billion-louisiana-gas-plant-ask-edf-says-it-costs-households-15-a-month The Inference en 2026-11-06T15:23:32.154Z Entergy's $4.1 billion Louisiana gas plant ask: EDF says it costs households $15 a month https://theinference.org/article/eli-lilly-puts-foundayo-at-149-a-month-and-zepbound-at-299-on-hims-hers-and-lifemd-self-pay The Inference en 2026-11-06T15:22:31.794Z Eli Lilly puts Foundayo at $149 a month and Zepbound at $299 on Hims & Hers and LifeMD, self-pay https://theinference.org/article/micron-fell-5-9-on-cxmt-samples-of-a-dram-design-it-abandoned-china-eased-buyback-rules The Inference en 2026-11-06T15:21:33.956Z Micron fell 5.9% on CXMT samples of a DRAM design it abandoned; China eased buyback rules https://theinference.org/article/formfactor-s-record-54-7-gross-margin-included-8-6-million-of-tariff-refunds-that-end-after-q4 The Inference en 2026-11-06T15:20:31.918Z FormFactor's record 54.7% gross margin included $8.6 million of tariff refunds that end after Q4 https://theinference.org/article/supermicro-will-buy-10-000-sambanova-chips-to-write-ai-answers-alongside-nvidia-gross-margin-fell-to-12-7 The Inference en 2026-11-06T15:19:31.915Z Supermicro will buy 10,000 SambaNova chips to write AI answers alongside Nvidia; gross margin fell to 12.7% https://theinference.org/article/core-scientific-and-iren-expect-to-end-bitcoin-mining-by-december-31-2026-contracts-price-them-from-january The Inference en 2026-11-06T15:18:32.363Z Core Scientific and IREN expect to end bitcoin mining by December 31, 2026; contracts price them from January https://theinference.org/article/nanya-technology-hit-limit-down-at-nt-324-after-record-revenue-grew-just-3-07-in-a-month The Inference en 2026-11-06T14:19:29.546Z Nanya Technology hit limit-down at NT$324 after record revenue grew just 3.07% in a month https://theinference.org/article/openai-says-it-will-end-cursor-s-model-deal-on-november-12-anthropic-offers-to-replace-it The Inference en 2026-11-06T14:18:29.015Z OpenAI says it will end Cursor's model deal on November 12; Anthropic offers to replace it https://theinference.org/article/nvidia-s-jensen-huang-is-asked-to-brief-house-committees-on-november-18-the-day-after-earnings The Inference en 2026-11-06T14:17:38.197Z Nvidia's Jensen Huang is asked to brief House committees on November 18, the day after earnings https://theinference.org/article/globalfoundries-booked-a-441-million-charge-for-us-government-shares-and-washington-can-sell-them The Inference en 2026-11-06T14:16:29.011Z GlobalFoundries booked a $441 million charge for US government shares, and Washington can sell them https://theinference.org/article/600-000-nvidia-h200s-wait-in-hong-kong-while-cambricon-misses-its-quarter The Inference en 2026-11-06T14:15:29.132Z 600,000 Nvidia H200s wait in Hong Kong while Cambricon misses its quarter https://theinference.org/article/asml-fell-6-67-on-chip-spending-fears-its-38-8-billion-backlog-is-booked-and-china-truce-ends-january-10 The Inference en 2026-11-06T14:14:29.009Z ASML fell 6.67% on chip-spending fears; its €38.8 billion backlog is booked and China truce ends January 10 https://theinference.org/article/canon-will-raise-camera-prices-in-2027-after-memory-costs-cut-its-operating-margin-by-5-points The Inference en 2026-11-06T14:13:29.225Z Canon will raise camera prices in 2027 after memory costs cut its operating margin by 5 points https://theinference.org/article/dell-ships-groq-s-inference-chips-under-nvidia-s-badge-a-delaware-suit-calls-the-17-billion-license-a-sale The Inference en 2026-11-06T14:12:28.867Z Dell ships Groq's inference chips under Nvidia's badge; a Delaware suit calls the $17 billion license a sale https://theinference.org/article/metr-says-anthropic-s-models-now-improve-1-9-times-as-fast-and-anthropic-redacted-the-evidence The Inference en 2026-11-06T14:11:29.562Z METR says Anthropic's models now improve 1.9 times as fast, and Anthropic redacted the evidence https://theinference.org/article/airbnb-lost-the-la-mayor-it-backed-with-4-1-million-then-19-revenue-growth-and-a-12-billion-buyback The Inference en 2026-11-06T14:10:30.169Z Airbnb lost the LA mayor it backed with $4.1 million; then 19% revenue growth and a $12 billion buyback https://theinference.org/article/seoul-suspends-its-140-margin-rule-for-three-months-as-sk-hynix-falls-11-7-despite-a-record-quarter The Inference en 2026-11-06T14:09:29.430Z Seoul suspends its 140% margin rule for three months as SK hynix falls 11.7% despite a record quarter https://theinference.org/article/cloudflare-grew-39-after-cutting-20-of-staff-datadog-fell-7-5-on-an-outlook-hinging-on-one-ai-customer The Inference en 2026-11-06T04:49:26.383Z Cloudflare grew 39% after cutting 20% of staff; Datadog fell 7.5% on an outlook hinging on one AI customer https://theinference.org/article/microsoft-supplier-iren-tripled-ai-cloud-revenue-to-200-million-its-4-billion-target-slips-to-january The Inference en 2026-11-06T02:03:48.907Z Microsoft supplier IREN tripled AI cloud revenue to $200 million; its $4 billion target slips to January https://theinference.org/article/snap-suits-allege-sex-trafficking-by-design-meta-agreed-to-pay-states-up-to-17-1-billion-over-teen-harms The Inference en 2026-11-06T00:19:15.621Z Snap suits allege sex trafficking by design; Meta agreed to pay states up to $17.1 billion over teen harms https://theinference.org/article/axon-put-1-2-billion-into-skydio-for-a-37-stake-and-cut-130-million-of-2026-federal-counter-drone-revenue The Inference en 2026-11-06T00:14:16.070Z Axon put $1.2 billion into Skydio for a 37% stake and cut $130 million of 2026 federal counter-drone revenue https://theinference.org/article/openai-s-1-279-kernel-exploit-model-ships-and-palo-alto-networks-resells-it-by-subscription The Inference en 2026-11-05T22:14:29.284Z OpenAI's $1,279 kernel exploit model ships, and Palo Alto Networks resells it by subscription https://theinference.org/article/michael-burry-won-t-buy-anthropic-funds-at-fidelity-capital-group-and-blackrock-hold-over-15-billion The Inference en 2026-11-05T22:13:28.752Z Michael Burry won't buy Anthropic; funds at Fidelity, Capital Group and BlackRock hold over $15 billion https://theinference.org/article/verisk-s-buyback-built-eps-beat-meets-a-court-order-to-close-the-2-35-billion-acculynx-deal The Inference en 2026-11-05T22:06:28.893Z Verisk's buyback-built EPS beat meets a court order to close the $2.35 billion AccuLynx deal https://theinference.org/article/nebius-has-5-gw-of-power-signed-and-about-200-mw-billing-the-ladder-that-sets-its-arr-guide The Inference en 2026-11-05T21:08:38.755Z Nebius has 5 GW of power signed and about 200 MW billing: the ladder that sets its ARR guide https://theinference.org/article/pixelworks-sold-the-unit-that-carried-its-revenue-to-verisilicon-it-trades-40-below-cash-before-november-11 The Inference en 2026-11-05T20:07:29.578Z Pixelworks sold the unit that carried its revenue to VeriSilicon; it trades 40% below cash before November 11 https://theinference.org/article/appian-s-fastest-growing-line-was-legacy-licenses-up-about-56-with-cash-flow-at-negative-15-4-million The Inference en 2026-11-05T20:06:29.486Z Appian's fastest-growing line was legacy licenses, up about 56%, with cash flow at negative $15.4 million https://theinference.org/article/nvidia-now-automates-the-agent-fixing-loop-langchain-sells-and-dxc-s-bookings-are-where-it-shows The Inference en 2026-11-05T20:05:29.240Z Nvidia now automates the agent-fixing loop LangChain sells, and DXC's bookings are where it shows https://theinference.org/article/microsoft-tightens-oversight-of-iren-nebius-and-nscale-lenders-hold-the-bill-on-their-unfinished-halls The Inference en 2026-11-05T19:18:48.684Z Microsoft tightens oversight of IREN, Nebius and Nscale; lenders hold the bill on their unfinished halls https://theinference.org/article/amazon-gave-prime-s-restaurant-seat-to-uber-eats-doordash-fell-14-and-put-dashpass-in-lyft-s-9-99-plan The Inference en 2026-11-05T19:17:48.278Z Amazon gave Prime's restaurant seat to Uber Eats; DoorDash fell 14% and put DashPass in Lyft's $9.99 plan https://theinference.org/article/a-13-drop-left-mercadolibre-above-the-1-433-michael-burry-says-it-is-worth The Inference en 2026-11-05T19:16:48.775Z A 13% drop left MercadoLibre above the $1,433 Michael Burry says it is worth https://theinference.org/article/an-a16z-partner-calls-tech-buyouts-cooked-more-than-15-billion-moved-into-ai-buyout-funds-anyway The Inference en 2026-11-05T19:10:48.273Z An a16z partner calls tech buyouts cooked; more than $15 billion moved into AI buyout funds anyway https://theinference.org/article/crusoe-says-it-cut-switchgear-lead-time-40-and-borrowed-700-million-against-turbines The Inference en 2026-11-05T19:09:48.361Z Crusoe says it cut switchgear lead time 40% and borrowed $700 million against turbines https://theinference.org/article/constellation-fell-8-on-the-election-but-a-5-billion-doe-loan-and-hyperscaler-contracts-back-its-megawatts The Inference en 2026-11-05T19:08:48.915Z Constellation fell 8% on the election, but a $5 billion DOE loan and hyperscaler contracts back its megawatts https://theinference.org/article/ai-agents-wrote-working-exploits-in-under-4-hours-and-compromised-395-organizations-in-48-countries The Inference en 2026-11-05T18:21:46.560Z AI agents wrote working exploits in under 4 hours and compromised 395 organizations in 48 countries https://theinference.org/article/voters-restricted-data-centers-in-37-of-38-ballot-measures-ai-buildouts-now-need-consent The Inference en 2026-11-05T18:17:46.581Z Voters restricted data centers in 37 of 38 ballot measures; AI buildouts now need consent https://theinference.org/article/kkr-books-8-billion-of-asset-exits-before-its-november-9-earnings-led-by-2-9-billion-railcar-sale-to-ares The Inference en 2026-11-05T18:16:46.677Z KKR books $8 billion of asset exits before its November 9 earnings, led by $2.9 billion railcar sale to Ares https://theinference.org/article/cummins-posts-record-1-8-billion-ebitda-on-ai-power-demand-then-cuts-guidance-on-pickup-trucks The Inference en 2026-11-05T18:15:46.370Z Cummins posts record $1.8 billion EBITDA on AI power demand, then cuts guidance on pickup trucks https://theinference.org/article/toast-s-free-terminal-now-costs-it-85-million-a-quarter-and-the-ftc-wants-the-fee-that-pays-for-it The Inference en 2026-11-05T18:14:47.013Z Toast's free terminal now costs it $85 million a quarter, and the FTC wants the fee that pays for it https://theinference.org/article/gitlab-charges-rival-ai-agents-0-03-a-query-for-context-they-cannot-get-elsewhere The Inference en 2026-11-05T18:13:47.146Z GitLab charges rival AI agents $0.03 a query for context they cannot get elsewhere https://theinference.org/article/tower-s-customers-are-booking-2029-while-its-ceo-sells-60-million-into-the-rally The Inference en 2026-11-05T18:12:07.189Z Tower's customers are booking 2029 while its CEO sells $60 million into the rally https://theinference.org/article/epam-grows-2-3-but-pledges-1-8-billion-the-ai-pivot-runs-on-buybacks-and-cost-cuts The Inference en 2026-11-05T18:10:46.983Z EPAM grows 2.3% but pledges $1.8 billion: the AI pivot runs on buybacks and cost cuts https://theinference.org/article/trane-to-buy-coil-maker-cancoil-as-a-12-5-billion-backlog-outruns-its-chiller-production The Inference en 2026-11-05T17:12:46.036Z Trane to buy coil maker Cancoil as a $12.5 billion backlog outruns its chiller production https://theinference.org/article/s-p-upgraded-kla-cut-salesforce-and-put-meta-on-negative-outlook-as-ai-debt-splits-credit The Inference en 2026-11-05T17:11:46.249Z S&P upgraded KLA, cut Salesforce and put Meta on negative outlook as AI debt splits credit https://theinference.org/article/silvaco-s-record-tcad-bookings-rest-on-a-micron-note-that-converts-at-a-discount The Inference en 2026-11-05T17:10:45.450Z Silvaco's record TCAD bookings rest on a Micron note that converts at a discount https://theinference.org/article/a-white-house-report-named-oklo-among-america-s-largest-energy-investments-founders-sold-2-million-of-stock The Inference en 2026-11-05T17:09:51.196Z A White House report named Oklo among America's largest energy investments; founders sold $2 million of stock https://theinference.org/article/servicenow-lost-a-third-of-its-value-on-one-backlog-line-and-january-settles-the-argument The Inference en 2026-11-05T17:08:46.213Z ServiceNow lost a third of its value on one backlog line, and January settles the argument https://theinference.org/article/backblaze-s-b2-grew-47-but-coreweave-s-deal-is-paid-in-21-94-converts-triple-the-7-40-share-price The Inference en 2026-11-05T17:07:45.867Z Backblaze's B2 grew 47%, but CoreWeave's deal is paid in $21.94 converts, triple the $7.40 share price https://theinference.org/article/digitalocean-raises-its-2027-growth-target-to-60-and-files-to-sell-1-billion-of-new-shares-the-same-day The Inference en 2026-11-05T17:06:45.952Z DigitalOcean raises its 2027 growth target to 60% and files to sell $1 billion of new shares the same day https://theinference.org/article/snowflake-will-embed-salaried-ai-engineers-in-customer-teams-testing-its-74-gross-margin-guide The Inference en 2026-11-05T17:05:46.357Z Snowflake will embed salaried AI engineers in customer teams, testing its 74% gross margin guide https://theinference.org/article/ichor-earned-63-cents-a-share-burned-28-8-million-of-operating-cash-and-sold-195-million-of-stock The Inference en 2026-11-05T17:04:46.147Z Ichor earned 63 cents a share, burned $28.8 million of operating cash, and sold $195 million of stock https://theinference.org/article/axt-s-record-quarter-is-being-repriced-in-beijing-and-the-clock-runs-out-december-20 The Inference en 2026-11-05T17:02:45.858Z AXT's record quarter is being repriced in Beijing, and the clock runs out December 20 https://theinference.org/article/grid-dynamics-jumped-38-7-to-about-143-times-earnings-while-its-ceo-and-coo-sold-shares The Inference en 2026-11-05T16:45:44.619Z Grid Dynamics jumped 38.7% to about 143 times earnings while its CEO and COO sold shares https://theinference.org/article/quanta-services-fell-11-65-on-the-election-and-22-billion-of-its-record-backlog-is-only-an-estimate The Inference en 2026-11-05T16:40:45.390Z Quanta Services fell 11.65% on the election, and $22 billion of its record backlog is only an estimate https://theinference.org/article/after-a-15-crash-comfort-systems-board-found-its-1-71-billion-buyback-empty-and-added-a-million-shares The Inference en 2026-11-05T16:37:48.207Z After a 15% crash, Comfort Systems' board found its $1.71 billion buyback empty and added a million shares https://theinference.org/article/root-posts-14-million-profit-on-shrinking-premium-lemonade-loses-43-7-million-on-73-revenue-growth The Inference en 2026-11-05T16:36:44.912Z Root posts $14 million profit on shrinking premium; Lemonade loses $43.7 million on 73% revenue growth https://theinference.org/article/novo-nordisk-s-27-profit-jump-is-the-adjusted-number-the-reported-number-fell-9 The Inference en 2026-11-05T16:34:44.895Z Novo Nordisk's 27% profit jump is the adjusted number; the reported number fell 9% https://theinference.org/article/ppl-routes-a-408-million-line-to-an-unnamed-data-center-while-pennsylvania-fights-over-the-bill The Inference en 2026-11-05T16:32:44.477Z PPL routes a $408 million line to an unnamed data center while Pennsylvania fights over the bill https://theinference.org/article/red-cat-announced-four-deals-in-a-month-without-an-order-it-needs-57-million-a-quarter-to-hit-guidance The Inference en 2026-11-05T16:31:44.973Z Red Cat announced four deals in a month without an order; it needs $57 million a quarter to hit guidance https://theinference.org/article/suno-tells-a-court-that-imitating-a-musician-needs-no-consent-testing-spotify-s-reported-4-to-5-ai-tier The Inference en 2026-11-05T16:30:45.076Z Suno tells a court that imitating a musician needs no consent, testing Spotify's reported $4 to $5 AI tier https://theinference.org/article/sony-s-profit-rose-44-to-2-84-billion-as-ps5-shipments-fell-35-and-ai-takes-the-memory The Inference en 2026-11-05T16:29:44.819Z Sony's profit rose 44% to $2.84 billion as PS5 shipments fell 35% and AI takes the memory https://theinference.org/article/flock-will-not-pay-to-remove-the-128-cameras-henrico-pulled-out-itself The Inference en 2026-11-05T16:28:44.611Z Flock will not pay to remove the 128 cameras Henrico pulled out itself https://theinference.org/article/sk-hynix-s-45-billion-new-york-nand-bet-waits-on-us-export-licenses-for-its-dalian-fab The Inference en 2026-11-05T16:27:44.580Z SK hynix's $45 billion New York NAND bet waits on US export licenses for its Dalian fab https://theinference.org/article/robinhood-s-173-million-event-contract-line-bigger-than-equities-is-being-shut-off-state-by-state The Inference en 2026-11-05T16:26:44.747Z Robinhood's $173 million event-contract line, bigger than equities, is being shut off state by state https://theinference.org/article/bloom-energy-s-900-mw-ntt-order-follows-an-8-drop-with-2-6-billion-due-suppliers-in-2027 The Inference en 2026-11-05T16:25:44.588Z Bloom Energy's 900 MW NTT order follows an 8% drop, with $2.6 billion due suppliers in 2027 https://theinference.org/article/xcel-energy-raised-8-billion-in-six-days-for-a-70-billion-grid-plan-no-data-center-has-signed The Inference en 2026-11-05T16:24:46.036Z Xcel Energy raised $8 billion in six days for a $70 billion grid plan; no data center has signed https://theinference.org/article/five-hospitals-say-lilly-cut-off-tens-of-millions-in-340b-discounts-until-they-hand-over-patient-data The Inference en 2026-11-05T16:23:44.346Z Five hospitals say Lilly cut off tens of millions in 340B discounts until they hand over patient data https://theinference.org/article/baidu-s-open-weights-carry-a-50-million-tripwire-and-its-investors-are-waiting-for-it-to-fire The Inference en 2026-11-05T16:22:44.940Z Baidu's open weights carry a $50 million tripwire, and its investors are waiting for it to fire https://theinference.org/article/sequoia-handed-partners-5-76-million-doordash-shares-about-1-billion-dropping-below-5-disclosure The Inference en 2026-11-05T16:21:45.565Z Sequoia handed partners 5.76 million DoorDash shares, about $1 billion, dropping below 5% disclosure https://theinference.org/article/monolithic-power-systems-revenue-hit-1-2-billion-then-its-10-q-marked-disclosure-controls-ineffective The Inference en 2026-11-05T16:20:44.771Z Monolithic Power Systems revenue hit $1.2 billion, then its 10-Q marked disclosure controls ineffective https://theinference.org/article/spacex-is-retiring-falcon-9-which-flew-85-of-u-s-launches-in-2025-with-space-force-flights-booked-to-2032 The Inference en 2026-11-05T15:42:44.162Z SpaceX is retiring Falcon 9, which flew 85% of U.S. launches in 2025, with Space Force flights booked to 2032 https://theinference.org/article/pg-e-s-5-1-billion-wildfire-cap-the-bill-must-reach-newsom-by-november-15-ratepayers-pay-the-rest The Inference en 2026-11-05T15:25:43.739Z PG&E's $5.1 billion wildfire cap: the bill must reach Newsom by November 15, ratepayers pay the rest https://theinference.org/article/coherent-s-20-billion-handshake-an-unnamed-customer-funds-a-third-of-the-build The Inference en 2026-11-05T15:19:43.643Z Coherent's $20 billion handshake: an unnamed customer funds a third of the build https://theinference.org/article/foxconn-s-october-revenue-jumped-46-with-capacity-booked-18-months-out-texas-permits-are-the-new-risk The Inference en 2026-11-05T15:18:43.663Z Foxconn's October revenue jumped 46% with capacity booked 18 months out; Texas permits are the new risk https://theinference.org/article/fabrinet-grew-51-and-burned-137-million-building-for-demand-that-arrives-in-2028 The Inference en 2026-11-05T15:17:43.843Z Fabrinet grew 51% and burned $137 million building for demand that arrives in 2028 https://theinference.org/article/exelon-asks-ferc-to-break-pjm-s-capacity-auction-which-cleared-at-the-325-cap-and-committed-16-4-billion The Inference en 2026-11-05T15:16:44.620Z Exelon asks FERC to break PJM's capacity auction, which cleared at the $325 cap and committed $16.4 billion https://theinference.org/article/cloudflare-reports-tonight-after-cutting-20-of-staff-the-test-is-764-million-of-revenue-to-hold-36-growth The Inference en 2026-11-05T15:15:44.051Z Cloudflare reports tonight after cutting 20% of staff; the test is $764 million of revenue to hold 36% growth https://theinference.org/article/unity-s-first-gaap-profit-since-its-ipo-rests-on-a-balance-sheet-no-one-outside-can-audit The Inference en 2026-11-05T15:14:43.967Z Unity's first GAAP profit since its IPO rests on a balance sheet no one outside can audit https://theinference.org/article/workday-built-the-layer-that-bills-ai-agents-not-human-seats-november-24-prices-it The Inference en 2026-11-05T15:13:43.592Z Workday built the layer that bills AI agents, not human seats; November 24 prices it https://theinference.org/article/vishay-hit-record-978-9-million-revenue-but-its-own-10-q-says-q4-free-cash-flow-turns-negative The Inference en 2026-11-05T15:12:43.976Z Vishay hit record $978.9 million revenue, but its own 10-Q says Q4 free cash flow turns negative https://theinference.org/article/shopify-grew-merchant-lending-71-while-cutting-its-loan-loss-provision-34-and-margins-lean-on-it The Inference en 2026-11-05T15:11:44.413Z Shopify grew merchant lending 71% while cutting its loan-loss provision 34%, and margins lean on it https://theinference.org/article/salesforce-priced-coworker-at-50-a-seat-as-usage-rose-21x-undercutting-its-own-metered-pricing The Inference en 2026-11-05T15:10:43.820Z Salesforce priced Coworker at $50 a seat as usage rose 21x, undercutting its own metered pricing https://theinference.org/article/kokusai-electric-hit-its-daily-limit-down-15-6-and-56-below-its-july-peak-after-the-midterms The Inference en 2026-11-05T15:09:44.407Z Kokusai Electric hit its daily limit, down 15.6% and 56% below its July peak, after the midterms https://theinference.org/article/retatrutide-cut-knee-pain-up-to-75-8-in-phase-3-and-the-fine-print-matters The Inference en 2026-11-05T15:08:44.283Z Retatrutide cut knee pain up to 75.8% in Phase 3, and the fine print matters https://theinference.org/article/intel-is-buying-its-way-past-the-substrate-shortage-and-the-pc-roadmap-pays-the-bill The Inference en 2026-11-05T15:07:43.781Z Intel is buying its way past the substrate shortage, and the PC roadmap pays the bill https://theinference.org/article/axcelis-veeco-merger-slips-to-q1-2027-with-a-veeco-tool-stuck-at-us-customs The Inference en 2026-11-05T15:06:53.209Z Axcelis-Veeco merger slips to Q1 2027 with a Veeco tool stuck at US customs https://theinference.org/article/motorola-beat-estimates-then-marked-up-what-it-owes-its-drone-sellers-to-214-million The Inference en 2026-11-05T15:05:43.704Z Motorola beat estimates, then marked up what it owes its drone sellers to $214 million https://theinference.org/article/who-pays-for-the-ai-grid-arkansas-wants-money-back-louisiana-families-want-their-land The Inference en 2026-11-05T15:04:43.807Z Who pays for the AI grid: Arkansas wants money back, Louisiana families want their land https://theinference.org/article/reducto-made-its-document-editor-free-in-chatgpt-as-unstructured-pays-rivals-customers-to-switch The Inference en 2026-11-05T14:50:42.802Z Reducto made its document editor free in ChatGPT as Unstructured pays rivals' customers to switch https://theinference.org/article/lovable-hit-600-million-in-revenue-while-its-apps-kept-leaking-passports The Inference en 2026-11-05T14:43:49.769Z Lovable hit $600 million in revenue while its apps kept leaking passports https://theinference.org/article/axon-sued-over-california-plate-readers-two-days-before-its-q3-report-the-complaint-alleges-1-000-cameras The Inference en 2026-11-05T14:31:42.134Z Axon sued over California plate readers two days before its Q3 report; the complaint alleges 1,000 cameras https://theinference.org/article/micron-s-chinese-rival-cxmt-held-9-of-world-dram-revenue-in-q3-down-from-10-and-does-not-yet-sell-hbm4 The Inference en 2026-11-05T14:21:42.678Z Micron's Chinese rival CXMT held 9% of world DRAM revenue in Q3, down from 10%, and does not yet sell HBM4 https://theinference.org/article/taiwan-s-first-chip-sector-strike-stopped-micron-s-4-5-billion-ai-memory-fab The Inference en 2026-11-05T14:19:44.036Z Taiwan's first chip-sector strike stopped Micron's $4.5 billion AI memory fab https://theinference.org/article/paycom-beat-every-line-then-spent-1-39-billion-on-buybacks-while-carrying-750-million-of-debt The Inference en 2026-11-05T14:12:42.425Z Paycom beat every line, then spent $1.39 billion on buybacks while carrying $750 million of debt https://theinference.org/article/arrow-electronics-posted-record-10-7-billion-revenue-and-used-441-million-of-cash The Inference en 2026-11-05T14:11:42.529Z Arrow Electronics posted record $10.7 billion revenue and used $441 million of cash https://theinference.org/article/coinbase-wires-chatbots-to-live-brokerage-accounts-and-9-of-10-models-lifted-their-own-spending-cap The Inference en 2026-11-05T14:10:42.322Z Coinbase wires chatbots to live brokerage accounts, and 9 of 10 models lifted their own spending cap https://theinference.org/article/applied-materials-lifts-its-besi-stake-to-about-20-as-asmpt-declines-to-sell-its-chip-assembly-unit The Inference en 2026-11-05T14:09:42.612Z Applied Materials lifts its Besi stake to about 20% as ASMPT declines to sell its chip-assembly unit https://theinference.org/article/block-s-32-margin-promise-runs-on-pricier-credit-not-the-ai-jack-dorsey-is-selling The Inference en 2026-11-05T14:08:42.757Z Block's 32% margin promise runs on pricier credit, not the AI Jack Dorsey is selling https://theinference.org/article/michael-burry-says-fiserv-is-worth-100-to-120-a-share-the-stock-rose-13-to-58-83 The Inference en 2026-11-05T14:07:42.731Z Michael Burry says Fiserv is worth $100 to $120 a share; the stock rose 13% to $58.83 https://theinference.org/article/applovin-down-59-this-year-beats-its-own-guidance-by-100-million-and-jumps-35-9-after-hours The Inference en 2026-11-05T02:16:36.347Z AppLovin, down 59% this year, beats its own guidance by $100 million and jumps 35.9% after hours https://theinference.org/article/hubspot-fell-12-68-after-cutting-q4-growth-guidance-to-12-from-17-as-ai-agents-shrink-seat-revenue The Inference en 2026-11-05T02:13:36.279Z HubSpot fell 12.68% after cutting Q4 growth guidance to 12% from 17% as AI agents shrink seat revenue https://theinference.org/article/a-fifth-of-google-s-searches-happen-in-chatgpt-yet-search-grew-12-the-leak-is-monetization-not-traffic The Inference en 2026-11-05T01:46:05.998Z A fifth of Google's searches happen in ChatGPT, yet Search grew 12%: the leak is monetization, not traffic https://theinference.org/article/wolfspeed-s-first-revenue-gain-in-a-year-burns-96-million-a-quarter-its-1-5-billion-loan-has-not-closed The Inference en 2026-11-05T00:10:14.592Z Wolfspeed's first revenue gain in a year burns $96 million a quarter; its $1.5 billion loan has not closed https://theinference.org/article/texas-pacific-land-just-printed-its-best-quarter-ever-without-a-dollar-of-ai-revenue The Inference en 2026-11-05T00:09:14.527Z Texas Pacific Land just printed its best quarter ever, without a dollar of AI revenue https://theinference.org/article/lattice-s-ceo-bought-1-million-of-his-own-stock-two-days-after-the-118-quarter The Inference en 2026-11-05T00:08:01.099Z Lattice's CEO bought $1 million of his own stock two days after the 118% quarter https://theinference.org/article/the-vote-repriced-the-war-drone-and-missile-stocks-fell-double-digits-and-kratos-reports-tomorrow The Inference en 2026-11-04T22:29:09.478Z The vote repriced the war: drone-and-missile stocks fell double digits, and Kratos reports tomorrow https://theinference.org/article/microsoft-could-not-take-delivery-the-market-cheered-and-iren-reports-thursday The Inference en 2026-11-04T22:28:12.771Z Microsoft could not take delivery, the market cheered, and IREN reports Thursday https://theinference.org/article/qualcomm-s-handset-chip-sales-fell-26-as-ai-took-the-memory-its-data-center-push-brought-650-million The Inference en 2026-11-04T22:20:10.078Z Qualcomm's handset chip sales fell 26% as AI took the memory; its data-center push brought $650 million https://theinference.org/article/uber-counted-four-ai-agent-rides-in-a-week-of-320-million-trips The Inference en 2026-11-04T22:19:10.247Z Uber counted four AI-agent rides in a week of 320 million trips https://theinference.org/article/morgan-stanley-data-centers-outbuy-utilities-on-batteries-in-2030-tesla-s-energy-backlog-is-10-7-billion The Inference en 2026-11-04T20:20:07.337Z Morgan Stanley: data centers outbuy utilities on batteries in 2030; Tesla's energy backlog is $10.7 billion https://theinference.org/article/democrats-won-texas-on-a-data-center-pause-vistra-fell-as-much-as-15-5-and-coreweave-s-bonds-hit-79-5-cents The Inference en 2026-11-04T20:17:07.420Z Democrats won Texas on a data-center pause; Vistra fell as much as 15.5% and CoreWeave's bonds hit 79.5 cents https://theinference.org/article/penguin-solutions-sold-cree-led-to-transom-capital-with-no-price-10-of-its-2027-sales-are-still-in-guidance The Inference en 2026-11-04T20:11:07.177Z Penguin sold Cree LED for an undisclosed price, but its fiscal 2027 guidance still counts the sales https://theinference.org/article/aep-built-the-machine-for-its-ai-load-before-the-load-exists-and-jacobs-gets-paid-either-way The Inference en 2026-11-04T20:10:07.186Z AEP built the machine for its AI load before the load exists, and Jacobs gets paid either way