https://theinference.org/article/perplexity-just-made-agent-guardrails-free-and-gen-digital-is-still-shipping-betas The Inference en 2026-10-16T19:40:32.350Z Perplexity just made agent guardrails free, and Gen Digital is still shipping betas https://theinference.org/article/nvidia-server-assembler-wistron-doubles-revenue-then-sells-1-47-billion-of-stock The Inference en 2026-10-16T19:38:32.380Z Nvidia server assembler Wistron doubles revenue, then sells $1.47 billion of stock https://theinference.org/article/four-chinese-ai-optics-makers-announced-same-night-buybacks-the-smallest-is-0-06-of-suzhou-tfc-s-value The Inference en 2026-10-16T19:37:32.312Z Four Chinese AI-optics makers announced same-night buybacks; the smallest is 0.06% of Suzhou TFC's value https://theinference.org/article/leidos-41-5-screening-stake-now-sits-under-1-billion-of-blackstone-led-debt The Inference en 2026-10-16T19:36:32.376Z Leidos' 41.5% screening stake now sits under $1 billion of Blackstone-led debt https://theinference.org/article/google-is-building-humanoid-robots-hiring-boston-dynamics-ex-cto-for-a-35-000-square-foot-massachusetts-lab The Inference en 2026-10-16T19:35:32.338Z Google is building humanoid robots, hiring Boston Dynamics' ex-CTO for a 35,000-square-foot Massachusetts lab https://theinference.org/article/foxconn-filed-to-buy-half-of-mitsubishi-electric-mobility-for-up-to-729-million-its-ai-power-chip-deal-waits The Inference en 2026-10-16T19:33:32.464Z Foxconn files to buy half of Mitsubishi Electric Mobility for up to $729 million; AI chip deal waits https://theinference.org/article/modal-raised-750-million-at-a-15-75-billion-valuation-its-gpu-landlord-whitefiber-closed-at-13-01 The Inference en 2026-10-16T19:31:32.796Z Modal raised $750 million at a $15.75 billion valuation; its GPU landlord WhiteFiber closed at $13.01 https://theinference.org/article/coreweave-fell-12-6-friday-and-retail-stepped-in-9-1-billion-bought-3-8-billion-into-a-3x-chip-fund The Inference en 2026-10-16T19:30:32.533Z CoreWeave fell 12.6% Friday and retail stepped in: $9.1 billion bought, $3.8 billion into a 3x chip fund https://theinference.org/article/sentinelone-s-1-25-billion-zero-coupon-raise-is-48-times-its-free-cash-flow The Inference en 2026-10-16T19:28:32.259Z SentinelOne's $1.25 billion zero-coupon raise is 48 times its free cash flow https://theinference.org/article/workday-named-sailpoint-not-its-partner-okta-as-the-rival-its-ai-agents-must-beat The Inference en 2026-10-16T19:23:32.708Z Workday named SailPoint, not its partner Okta, as the rival its AI agents must beat https://theinference.org/article/a-taiwan-court-blocked-coinbase-and-kalshi-over-election-betting-suspicion-with-no-charges-and-no-timetable The Inference en 2026-10-16T19:21:32.011Z A Taiwan court blocked Coinbase and Kalshi over election-betting suspicion, with no charges and no timetable https://theinference.org/article/kinder-morgan-sued-141-landowners-for-a-5-2-billion-gas-corridor-foes-call-the-ai-demand-case-4x-overstated The Inference en 2026-10-16T19:19:31.984Z Kinder Morgan sued 141 landowners for a $5.2 billion gas corridor; foes call the AI demand case 4x overstated https://theinference.org/article/six-banks-cut-cms-energy-before-michigan-cut-its-gas-increase-by-101-million The Inference en 2026-10-16T18:28:47.196Z Six banks cut CMS Energy before Michigan cut its gas increase by $101 million https://theinference.org/article/one-email-takes-over-cisco-s-email-gateway-a-third-time-as-buy-intent-for-its-security-falls-to-47-from-57 The Inference en 2026-10-16T18:24:47.104Z One email takes over Cisco's email gateway a third time as buy intent for its security falls to 47% from 57% https://theinference.org/article/ge-vernova-and-baker-hughes-sign-venture-global-deal-worth-up-to-17-2-billion-as-wind-gets-a-new-boss The Inference en 2026-10-16T18:22:47.069Z GE Vernova and Baker Hughes sign Venture Global deal worth up to $17.2 billion as wind gets a new boss https://theinference.org/article/nidec-may-sue-its-own-executives-as-9-holder-oasis-management-pushes-a-sale-before-an-october-28-filing The Inference en 2026-10-16T18:19:47.055Z Nidec may sue its own executives as 9% holder Oasis Management pushes a sale before an October 28 filing https://theinference.org/article/vistra-redeems-1-billion-of-8-preferred-as-the-doe-offers-up-to-4-2-billion-for-power-meta-already-bought The Inference en 2026-10-16T18:18:47.019Z Vistra redeems $1 billion of 8% preferred as the DOE offers up to $4.2 billion for power Meta already bought https://theinference.org/article/cloudflare-steered-openai-s-crawler-to-hundreds-of-millions-of-pages-with-1-of-its-network-named-no-price The Inference en 2026-10-16T18:17:46.946Z Cloudflare steered OpenAI's crawler to hundreds of millions of pages with 1% of its network, named no price https://theinference.org/article/naura-pays-405-million-yuan-for-a-loss-making-chip-stacking-toolmaker-huawei-and-cxmt-build-on-the-step The Inference en 2026-10-16T18:14:46.848Z NAURA pays 405 million yuan for a loss-making chip-stacking toolmaker; Huawei and CXMT build on the step https://theinference.org/article/coreweave-owes-10-6-billion-by-2027-its-landlord-core-scientific-just-hit-a-52-week-low-of-12-79 The Inference en 2026-10-16T17:35:46.797Z CoreWeave owes $10.6 billion by 2027; its landlord Core Scientific just hit a 52-week low of $12.79 https://theinference.org/article/applied-materials-2030-targets-promise-two-points-of-share-that-only-recovers-ground-it-already-lost The Inference en 2026-10-16T17:34:46.904Z Applied Materials' 2030 targets promise two points of share. That only recovers ground it already lost. https://theinference.org/article/ase-technology-beat-its-packaging-guidance-as-insiders-sold-33-times-its-margin-test-lands-october-29 The Inference en 2026-10-16T17:33:46.892Z ASE Technology beat its packaging guidance as insiders sold 33 times; its margin test lands October 29 https://theinference.org/article/fermi-paid-25-million-to-delete-the-only-test-of-ai-demand-at-its-texas-campus The Inference en 2026-10-16T17:32:46.859Z Fermi paid $25 million to delete the only test of AI demand at its Texas campus https://theinference.org/article/nextera-s-67-billion-dominion-merger-is-being-sold-at-two-prices-and-january-decides The Inference en 2026-10-16T17:31:46.777Z NextEra's $67 billion Dominion merger is being sold at two prices, and January decides https://theinference.org/article/lilly-s-obesity-pill-wins-eu-backing-after-novo-s-its-ex-us-sales-rose-80-on-prices-down-36 The Inference en 2026-10-16T17:28:46.842Z Lilly's obesity pill wins EU backing after Novo's; its ex-US sales rose 80% on prices down 36% https://theinference.org/article/google-s-own-audit-cannot-find-the-ai-flywheel-its-founder-says-has-started The Inference en 2026-10-16T17:27:50.181Z Google's own audit cannot find the AI flywheel its founder says has started https://theinference.org/article/samsara-s-founders-sold-22-million-of-stock-the-week-its-ai-agents-launched-261-million-this-year The Inference en 2026-10-16T17:26:46.660Z Samsara's founders sold $22 million of stock the week its AI agents launched, $261 million this year https://theinference.org/article/accelevation-paid-its-sponsor-299-million-pre-ipo-then-drew-400-million-of-bank-debt-stock-below-18 The Inference en 2026-10-16T17:21:46.673Z Accelevation paid its sponsor $299 million pre-IPO, then drew $400 million of bank debt; stock below $18 https://theinference.org/article/pdd-holdings-trades-at-8-9-times-earnings-as-france-britain-and-seven-us-states-move-on-temu The Inference en 2026-10-16T16:32:46.467Z PDD Holdings trades at 8.9 times earnings as France, Britain and seven US states move on Temu https://theinference.org/article/airbnb-turns-franchisor-with-lark-s-75-hotels-the-bill-lands-on-the-90-of-hosts-who-are-individuals The Inference en 2026-10-16T16:13:46.359Z Airbnb turns franchisor with Lark's 75 hotels; the bill lands on the 90% of hosts who are individuals https://theinference.org/article/servicenow-s-two-launches-in-two-weeks-skip-its-2-85-billion-moveworks-buy-gaap-margin-falls-to-4-1 The Inference en 2026-10-16T16:12:46.362Z ServiceNow's two launches in two weeks skip its $2.85 billion Moveworks buy; GAAP margin falls to 4.1% https://theinference.org/article/china-s-merger-list-skips-silicon-labs-231-texas-instruments-buyout-leaving-a-4-spread The Inference en 2026-10-16T15:26:46.461Z China's merger list skips Silicon Labs' $231 Texas Instruments buyout, leaving a 4% spread https://theinference.org/article/vicor-s-patent-fight-is-setting-the-price-of-the-233-million-power-layer-navitas-just-bought The Inference en 2026-10-16T15:25:46.248Z Vicor's patent fight is setting the price of the $233 million power layer Navitas just bought https://theinference.org/article/lumentum-says-ai-laser-demand-is-sold-out-into-early-2029-sivers-30-million-plant-lands-in-2027 The Inference en 2026-10-16T15:22:46.336Z Lumentum says AI laser demand is sold out into early 2029; Sivers' $30 million plant lands in 2027 https://theinference.org/article/nova-reports-november-5-into-a-booked-ai-packaging-boom-earnings-must-outgrow-the-share-count The Inference en 2026-10-16T15:21:46.322Z Nova reports November 5 into a booked AI packaging boom; earnings must outgrow the share count https://theinference.org/article/doximity-settles-openevidence-s-trade-secrets-suit-in-principle-as-shareholders-sue-over-gain-share The Inference en 2026-10-16T15:20:46.308Z Doximity settles OpenEvidence's trade-secrets suit in principle as shareholders sue over 'gain share' https://theinference.org/article/semtech-locked-in-tower-wafer-capacity-and-a-2-1-billion-data-center-target-the-stock-fell-10 The Inference en 2026-10-16T15:18:46.333Z Semtech locked in Tower wafer capacity and a $2.1 billion data-center target; the stock fell 10% https://theinference.org/article/lg-innotek-fell-16-in-a-day-as-profit-forecasts-collapsed-its-ai-parts-rescue-starts-in-2027 The Inference en 2026-10-16T14:34:46.429Z LG Innotek fell 16% in a day as profit forecasts collapsed; its AI parts rescue starts in 2027 https://theinference.org/article/cerebras-doubles-its-chip-s-clock-speed-as-openai-s-fast-tier-runs-at-300-tokens-a-second-down-from-750 The Inference en 2026-10-16T14:33:46.426Z Cerebras doubles its chip's clock speed as OpenAI's fast tier runs at 300 tokens a second, down from 750 https://theinference.org/article/keysight-s-orders-grew-56-on-the-ai-buildout-and-its-stock-still-fell-8-7-in-a-week The Inference en 2026-10-16T14:30:46.292Z Keysight's orders grew 56% on the AI buildout, and its stock still fell 8.7% in a week https://theinference.org/article/expensify-launched-4-free-ai-integrations-in-6-weeks-as-revenue-sits-flat-at-33-37-million-a-quarter The Inference en 2026-10-16T14:29:46.429Z Expensify launched 4 free AI integrations in 6 weeks as revenue sits flat at $33-$37 million a quarter https://theinference.org/article/intel-fell-5-the-day-tsmc-s-ceo-offered-to-take-its-chip-packaging-customers The Inference en 2026-10-16T14:26:46.284Z Intel fell 5% the day TSMC's CEO offered to take its chip packaging customers https://theinference.org/article/dynatrace-feeds-its-incident-data-to-cognition-s-devin-the-ai-agent-that-writes-the-fix The Inference en 2026-10-16T14:25:46.432Z Dynatrace feeds its incident data to Cognition's Devin, the AI agent that writes the fix https://theinference.org/article/sk-hynix-s-nasdaq-premium-over-seoul-is-down-to-36-its-chairman-has-floated-more-adr-sales The Inference en 2026-10-16T14:18:46.166Z SK hynix's Nasdaq premium over Seoul is down to 36%; its chairman has floated more ADR sales https://theinference.org/article/nvidia-s-china-chip-share-falls-to-34-as-homegrown-accelerators-pass-gpus The Inference en 2026-10-16T13:05:46.189Z Nvidia's China chip share falls to 34% as homegrown accelerators pass GPUs https://theinference.org/article/aixtron-s-orders-doubled-on-ai-lasers-its-2026-forecast-didn-t-move The Inference en 2026-10-16T13:04:46.359Z Aixtron's orders doubled on AI lasers. Its 2026 forecast didn't move. https://theinference.org/article/d-wave-renewed-its-foundry-deal-inside-rival-ionq-s-revenue The Inference en 2026-10-16T13:03:46.350Z D-Wave Renewed Its Foundry Deal Inside Rival IonQ's Revenue https://theinference.org/article/analog-devices-confirmed-a-breach-counted-no-one-and-filed-nothing The Inference en 2026-10-16T13:02:51.371Z Analog Devices confirmed a breach, counted no one, and filed nothing https://theinference.org/article/anthropic-pitches-a-2-trillion-ipo-over-the-pentagon-s-standing-removal-order The Inference en 2026-10-16T13:01:46.207Z Anthropic pitches a $2 trillion IPO over the Pentagon's standing removal order https://theinference.org/article/taiwan-s-president-weighs-into-micron-s-union-strike-threat-as-the-stock-falls-16-in-five-days The Inference en 2026-10-16T13:00:46.672Z Taiwan's president weighs into Micron's union strike threat as the stock falls 16% in five days https://theinference.org/article/volta-sold-a-5-billion-ai-loan-at-95-cents-as-coreweave-and-oracle-default-insurance-hits-records The Inference en 2026-10-16T03:20:41.284Z Volta sold a $5 billion AI loan at 95 cents as CoreWeave and Oracle default insurance hits records https://theinference.org/article/microsoft-says-its-new-model-beats-openai-s-on-a-quarter-of-the-compute-bad-for-ai-s-625-billion-debt The Inference en 2026-10-16T03:17:41.262Z Microsoft says its new model beats OpenAI's on a quarter of the compute, bad for AI's $625 billion debt https://theinference.org/article/fermi-founder-sold-14-million-of-frmi-with-no-trading-plan-weeks-after-saying-he-had-sold-none The Inference en 2026-10-16T01:43:40.850Z Fermi founder sold $14 million of FRMI with no trading plan, weeks after saying he had sold none https://theinference.org/article/regal-rexnord-is-37-off-its-high-as-record-credit-spreads-on-oracle-and-coreweave-test-its-nov-3-orders The Inference en 2026-10-16T01:42:40.868Z Regal Rexnord is 37% off its high as record credit spreads on Oracle and CoreWeave test its Nov. 3 orders https://theinference.org/article/rapid7-turns-gitlab-s-10-0-flaw-into-a-live-product-demo-three-weeks-before-earnings The Inference en 2026-10-16T01:38:40.867Z Rapid7 turns GitLab's 10.0 flaw into a live product demo, three weeks before earnings https://theinference.org/article/powerchip-won-t-promise-its-record-sales-continue-as-it-sells-its-newest-fab-to-micron-for-1-8-billion The Inference en 2026-10-16T01:33:40.870Z Powerchip won't promise its record sales continue as it sells its newest fab to Micron for $1.8 billion https://theinference.org/article/red-cat-unveiled-a-drone-with-no-price-tag-and-the-stock-answered-with-a-52-week-low The Inference en 2026-10-16T01:32:40.871Z Red Cat unveiled a drone with no price tag and the stock answered with a 52-week low https://theinference.org/article/disney-says-the-fcc-pulled-abc-s-license-renewals-forward-by-years-to-pressure-it-and-dodge-the-courts The Inference en 2026-10-16T01:31:40.817Z Disney says the FCC pulled ABC's license renewals forward by years to pressure it and dodge the courts https://theinference.org/article/avnet-adds-1-billion-of-bank-credit-as-inventory-climbs-600-million-and-debt-reaches-3-48-billion The Inference en 2026-10-16T01:30:40.868Z Avnet adds $1 billion of bank credit as inventory climbs $600 million and debt reaches $3.48 billion https://theinference.org/article/first-solar-sues-ja-solar-and-corning-s-phoenix-plant-over-a-patent-china-s-patent-office-invalidated The Inference en 2026-10-16T01:29:40.984Z First Solar sues JA Solar and Corning's Phoenix plant over a patent China's patent office invalidated https://theinference.org/article/washington-has-quietly-obligated-266-7-million-for-bwx-technologies-uranium-pilot-plant The Inference en 2026-10-16T01:28:41.545Z Washington has quietly obligated $266.7 million for BWX Technologies' uranium pilot plant https://theinference.org/article/sempra-signs-petrobras-for-20-years-and-five-banks-cut-their-targets-anyway The Inference en 2026-10-16T01:27:40.878Z Sempra signs Petrobras for 20 years, and five banks cut their targets anyway https://theinference.org/article/ardian-fixed-centrotherm-s-exit-at-8-74-a-share-the-stock-still-trades-at-9-10 The Inference en 2026-10-15T23:19:40.965Z Ardian fixed centrotherm's exit at €8.74 a share; the stock still trades at €9.10 https://theinference.org/article/illinois-judges-move-to-halve-wec-s-gas-rate-hike-as-its-37-5-billion-data-center-build-rolls-on The Inference en 2026-10-15T23:18:40.886Z Illinois judges move to halve WEC's gas rate hike as its $37.5 billion data-center build rolls on https://theinference.org/article/thoma-bravo-pays-6-3-billion-for-varonis-at-49-75-just-4-8-over-the-last-close The Inference en 2026-10-15T23:17:40.825Z Thoma Bravo pays $6.3 billion for Varonis at $49.75, just 4.8% over the last close https://theinference.org/article/222-s-app-store-says-this-is-not-a-dating-app-its-storefront-sells-blind-dates-on-a-22-subscription The Inference en 2026-10-15T23:15:41.178Z 222's App Store says 'this is not a dating app.' Its storefront sells blind dates on a $22 subscription https://theinference.org/article/disney-s-20-million-character-ai-bid-faces-40-state-attorneys-general-over-children-s-chat-histories The Inference en 2026-10-15T23:14:40.827Z Disney's $20 million Character.ai bid faces 40 state attorneys general over children's chat histories https://theinference.org/article/prologis-cuts-earnings-to-4-05-4-15-raises-build-budget-up-to-5-75-billion-as-the-segro-bid-is-live The Inference en 2026-10-15T23:13:41.019Z Prologis cuts earnings to $4.05-$4.15, raises build budget up to $5.75 billion as the SEGRO bid is live https://theinference.org/article/visa-s-beijing-approval-is-permission-to-prepare-not-a-license-to-process The Inference en 2026-10-15T23:12:40.815Z Visa's Beijing approval is permission to prepare, not a license to process https://theinference.org/article/blackrock-earned-1-66-billion-on-205-billion-of-inflows-ferc-must-still-clear-its-33-4-billion-aes-buyout The Inference en 2026-10-15T23:11:40.827Z BlackRock earned $1.66 billion on $205 billion of inflows; FERC must still clear its $33.4 billion AES buyout https://theinference.org/article/penguin-solutions-10-billion-norway-ai-factory-is-a-customer-s-compute-not-penguin-s-revenue The Inference en 2026-10-15T22:42:41.061Z Penguin Solutions' $10 billion Norway AI factory is a customer's compute, not Penguin's revenue https://theinference.org/article/s-p-lifts-sandisk-and-kioxia-to-bbb-as-oracle-sits-one-notch-above-junk-on-a-42-billion-cash-deficit The Inference en 2026-10-15T22:41:41.149Z S&P lifts SanDisk and Kioxia to BBB as Oracle sits one notch above junk on a $42 billion cash deficit https://theinference.org/article/synaptics-books-now-rest-on-a-retired-accountant-brought-back-to-see-out-the-sale The Inference en 2026-10-15T22:39:40.703Z Synaptics' books now rest on a retired accountant brought back to see out the sale https://theinference.org/article/mara-is-spending-its-bitcoin-to-buy-time-for-ai-leases-it-hasn-t-signed The Inference en 2026-10-15T22:38:40.436Z MARA is spending its bitcoin to buy time for AI leases it hasn't signed https://theinference.org/article/jacobs-ai-windfall-is-construction-fees-not-the-nvidia-software-deal The Inference en 2026-10-15T22:37:40.447Z Jacobs' AI windfall is construction fees, not the Nvidia software deal https://theinference.org/article/upstart-s-founders-bought-7-65-million-of-its-falling-stock-and-sold-nothing The Inference en 2026-10-15T22:35:40.368Z Upstart's founders bought $7.65 million of its falling stock, and sold nothing https://theinference.org/article/accenture-s-plan-leans-on-8-billion-of-deals-and-the-acceleration-it-promises-waits-until-2029 The Inference en 2026-10-15T22:34:40.356Z Accenture's plan leans on $8 billion of deals, and the acceleration it promises waits until 2029 https://theinference.org/article/secaucus-is-drafting-a-ban-on-ai-data-centers-after-equinix-s-5-500-gallon-diesel-spill The Inference en 2026-10-15T21:30:40.278Z Secaucus is drafting a ban on AI data centers after Equinix's 5,500-gallon diesel spill https://theinference.org/article/spacex-agreed-to-pay-a-reported-8-billion-for-spectrum-t-mobile-sold-for-2-9-billion-in-august The Inference en 2026-10-15T21:22:40.127Z SpaceX agreed to pay a reported $8 billion for spectrum T-Mobile sold for $2.9 billion in August https://theinference.org/article/digital-realty-is-offering-de-soto-households-up-to-1-000-a-year-to-say-yes-to-its-data-center The Inference en 2026-10-15T21:19:40.006Z Digital Realty is offering De Soto households up to $1,000 a year to say yes to its data center https://theinference.org/article/mercadolibre-s-1-billion-bond-is-guaranteed-by-the-units-that-issue-its-credit-cards The Inference en 2026-10-15T21:18:40.264Z MercadoLibre's $1 billion bond is guaranteed by the units that issue its credit cards https://theinference.org/article/the-6-billion-bank-merger-that-died-because-its-bankers-refused-to-sign The Inference en 2026-10-15T21:17:40.000Z The $6 billion bank merger that died because its bankers refused to sign https://theinference.org/article/unity-s-ai-game-studio-is-built-on-artists-it-enrolled-by-default The Inference en 2026-10-15T21:16:41.272Z Unity's AI game studio is built on artists it enrolled by default https://theinference.org/article/nextera-reports-october-21-with-9-5-gigawatts-of-gas-hub-contracts-unsigned-past-its-own-deadline The Inference en 2026-10-15T20:53:40.317Z NextEra reports October 21 with 9.5 gigawatts of gas hub contracts unsigned past its own deadline https://theinference.org/article/leidos-built-the-navy-s-historic-drone-ship-three-other-firms-got-the-1-2-billion The Inference en 2026-10-15T20:46:40.366Z Leidos built the Navy's historic drone ship. Three other firms got the $1.2 billion. https://theinference.org/article/alcoa-reports-tonight-with-profit-marked-down-22-and-its-5-6-billion-south32-deal-already-funded The Inference en 2026-10-15T20:45:39.845Z Alcoa reports tonight with profit marked down 22% and its $5.6 billion South32 deal already funded https://theinference.org/article/aerovironment-announced-five-deals-in-six-days-none-an-order-against-a-216-average-analyst-target The Inference en 2026-10-15T20:43:39.923Z AeroVironment announced five deals in six days, none an order, against a $216 average analyst target https://theinference.org/article/pentagon-pays-leidos-318-million-to-hand-over-the-military-s-health-record The Inference en 2026-10-15T20:42:39.696Z Pentagon pays Leidos $318 million to hand over the military's health record https://theinference.org/article/the-trade-desk-votes-october-19-on-repricing-up-to-15-6-million-options-jeff-green-holds-50-2-voting-power The Inference en 2026-10-15T20:41:39.699Z The Trade Desk votes October 19 on repricing up to 15.6 million options; Jeff Green holds 50.2% voting power https://theinference.org/article/cologne-court-bars-snap-from-using-my-ai-chats-for-advertising-fines-up-to-250-000-per-breach The Inference en 2026-10-15T20:34:39.989Z Cologne court bars Snap from using My AI chats for advertising, fines up to €250,000 per breach https://theinference.org/article/sanmina-s-ai-sales-grew-173-its-profit-has-grown-0-2-a-year The Inference en 2026-10-15T19:31:39.270Z Sanmina's AI sales grew 173%. Its profit has grown 0.2% a year. https://theinference.org/article/coreweave-s-finance-and-revenue-chiefs-sold-4-7-million-of-stock-at-about-80-before-a-15-46-drop The Inference en 2026-10-15T19:30:39.339Z CoreWeave's finance and revenue chiefs sold $4.7 million of stock at about $80 before a 15.46% drop https://theinference.org/article/pg-e-prices-the-san-francisco-grid-at-20-billion-the-city-offered-3-4-billion The Inference en 2026-10-15T19:29:39.299Z PG&E prices the San Francisco grid at $20 billion; the city offered $3.4 billion https://theinference.org/article/legrand-promised-50-more-ai-tokens-per-watt-data-center-debt-just-went-distressed The Inference en 2026-10-15T19:28:41.820Z Legrand promised 50% more AI tokens per watt; data-center debt just went distressed https://theinference.org/article/google-s-4-3-billion-nuclear-deal-adds-97-mw-at-pseg-s-salem-plant-its-stock-is-still-down-12-this-year The Inference en 2026-10-15T19:20:39.570Z Google's $4.3 billion nuclear deal adds 97 MW at PSEG's Salem plant; its stock is still down 12% this year https://theinference.org/article/national-grid-raised-its-eps-growth-outlook-above-13-to-15-on-130-million-of-one-off-venture-gains The Inference en 2026-10-15T19:18:39.393Z National Grid raised its EPS growth outlook above 13% to 15% on £130 million of one-off venture gains https://theinference.org/article/schroders-letter-calls-poolside-a-growing-business-whose-price-is-coming-down-after-nvidia-s-7-billion-deal The Inference en 2026-10-15T19:17:39.486Z Schroders letter calls Poolside a growing business whose price is coming down after Nvidia's $7 billion deal https://theinference.org/article/black-forest-labs-tops-nvidia-s-own-robot-benchmark-days-before-germany-s-nvidia-summit The Inference en 2026-10-15T19:16:39.122Z Black Forest Labs tops Nvidia's own robot benchmark days before Germany's Nvidia summit https://theinference.org/article/tesla-s-30-billion-credit-the-20-billion-loan-drops-to-5-billion-in-15-months-pricing-due-october-21 The Inference en 2026-10-15T19:15:39.254Z Tesla's $30 billion credit: the $20 billion loan drops to $5 billion in 15 months; pricing due October 21 https://theinference.org/article/baidu-s-ai-cushion-shrank-8-its-defense-is-a-siri-slot-apple-has-not-shipped The Inference en 2026-10-15T19:14:39.585Z Baidu's AI cushion shrank 8%; its defense is a Siri slot Apple has not shipped https://theinference.org/article/xero-down-47-in-2026-opens-its-ledger-in-gemini-with-no-price-named-as-intuit-starts-charging-for-agents The Inference en 2026-10-15T19:13:39.329Z Xero, down 47% in 2026, opens its ledger in Gemini with no price named as Intuit starts charging for agents https://theinference.org/article/palantir-settled-its-london-lawsuit-and-still-lost-the-50-million-met-police-contract The Inference en 2026-10-15T19:12:39.478Z Palantir settled its London lawsuit and still lost the £50 million Met Police contract https://theinference.org/article/anthropic-let-rivals-pay-to-copy-claude-then-locked-them-out-before-a-2-trillion-ipo The Inference en 2026-10-15T18:28:39.399Z Anthropic let rivals pay to copy Claude, then locked them out before a $2 trillion IPO https://theinference.org/article/duke-energy-s-data-center-tariff-makes-amazon-and-microsoft-pay-for-wires-not-the-power-plants The Inference en 2026-10-15T18:26:39.086Z Duke Energy's data-center tariff makes Amazon and Microsoft pay for wires, not the power plants https://theinference.org/article/tsmc-confirmed-talks-on-musk-s-16-8-billion-terafab-and-set-one-condition-tsmc-runs-it The Inference en 2026-10-15T18:25:39.238Z TSMC confirmed talks on Musk's $16.8 billion Terafab and set one condition: TSMC runs it https://theinference.org/article/aurora-s-cfo-promised-an-80-million-quarter-on-2-million-of-actual-revenue-october-28-is-the-test The Inference en 2026-10-15T18:24:39.347Z Aurora's CFO promised an $80 million quarter on $2 million of actual revenue; October 28 is the test https://theinference.org/article/smartphone-shipments-fell-20-the-weakest-since-2012-while-micron-s-mobile-memory-margin-hit-88 The Inference en 2026-10-15T18:23:39.092Z Smartphone shipments fell 20%, the weakest since 2012, while Micron's mobile memory margin hit 88% https://theinference.org/article/ai-hardware-drove-76-of-first-quarter-goods-trade-growth-and-dhl-is-spending-to-catch-it The Inference en 2026-10-15T18:21:45.262Z AI hardware drove 76% of first-quarter goods-trade growth, and DHL is spending to catch it https://theinference.org/article/amd-s-inference-software-caught-up-with-nvidia-s-and-its-stock-still-fell-5-57 The Inference en 2026-10-15T17:26:38.712Z AMD's inference software caught up with Nvidia's, and its stock still fell 5.57% https://theinference.org/article/seven-senate-finance-democrats-give-meta-until-october-31-to-defend-6-6-billion-of-ai-tax-credits The Inference en 2026-10-15T17:25:38.927Z Seven Senate Finance Democrats give Meta until October 31 to defend $6.6 billion of AI tax credits https://theinference.org/article/meta-s-muse-models-top-the-new-scale-ai-benchmark-the-referee-is-49-meta-owned The Inference en 2026-10-15T17:24:38.830Z Meta's Muse models top the new Scale AI benchmark; the referee is 49% Meta-owned https://theinference.org/article/chip-distributor-avnet-is-the-quiet-winner-of-ai-s-memory-squeeze-factories-get-the-bill The Inference en 2026-10-15T17:22:38.708Z Chip distributor Avnet is the quiet winner of AI's memory squeeze; factories get the bill https://theinference.org/article/mobileye-s-directors-bought-near-8-the-banks-now-say-7-50-or-less The Inference en 2026-10-15T17:19:39.066Z Mobileye's directors bought near $8; the banks now say $7.50 or less https://theinference.org/article/mongodb-s-25-million-retention-deal-tells-you-the-board-expects-trouble-until-april-2028 The Inference en 2026-10-15T17:16:38.864Z MongoDB's $25 million retention deal tells you the board expects trouble until April 2028 https://theinference.org/article/barclays-cut-netapp-two-days-after-revenue-jumped-30-calling-the-boom-memory-prices-not-ai The Inference en 2026-10-15T16:16:53.002Z Barclays cut NetApp two days after revenue jumped 30%, calling the boom memory prices, not AI https://theinference.org/article/snowflake-s-coco-agent-passed-9-100-accounts-and-its-cfo-says-counting-it-in-guidance-would-be-reckless The Inference en 2026-10-15T16:15:52.943Z Snowflake's CoCo agent passed 9,100 accounts and its CFO says counting it in guidance would be reckless https://theinference.org/article/morgan-stanley-says-sell-hanmi-semiconductor-at-82-times-earnings-even-as-its-chairman-keeps-buying The Inference en 2026-10-15T16:14:52.937Z Morgan Stanley says sell Hanmi Semiconductor at 82 times earnings even as its chairman keeps buying https://theinference.org/article/comfort-systems-reports-october-22-with-a-record-14-06-billion-backlog-and-doubts-about-2027-growth The Inference en 2026-10-15T16:13:52.971Z Comfort Systems reports October 22 with a record $14.06 billion backlog and doubts about 2027 growth https://theinference.org/article/workday-founder-s-trust-sold-37-million-of-stock-the-week-it-touted-600-million-of-ai-revenue The Inference en 2026-10-15T16:11:53.000Z Workday founder's trust sold $37 million of stock the week it touted $600 million of AI revenue https://theinference.org/article/uber-s-q3-report-must-reconcile-22-bookings-growth-with-12-revenue-growth The Inference en 2026-10-15T16:07:53.011Z Uber's Q3 report must reconcile 22% bookings growth with 12% revenue growth https://theinference.org/article/airbnb-s-35-5-margin-guide-runs-on-qwen-and-intel-s-ceo-just-priced-that-trade The Inference en 2026-10-15T16:06:52.972Z Airbnb's 35.5% margin guide runs on Qwen, and Intel's CEO just priced that trade https://theinference.org/article/amd-pays-8-2-billion-for-fei-fei-li-s-world-labs-as-robot-training-data-orders-jump-as-much-as-a-hundredfold The Inference en 2026-10-15T16:02:52.917Z AMD pays $8.2 billion for Fei-Fei Li's World Labs as robot training data orders jump as much as a hundredfold https://theinference.org/article/adp-is-up-8-days-straight-even-as-its-weekly-hiring-gauge-turned-down-for-the-first-time-in-six-weeks The Inference en 2026-10-15T15:38:52.775Z ADP is up 8 days straight even as its weekly hiring gauge turned down for the first time in six weeks https://theinference.org/article/coinbase-and-deribit-launch-50x-perpetual-futures-on-coreweave-as-its-bonds-trade-below-80-cents The Inference en 2026-10-15T15:33:58.353Z Coinbase and Deribit launch 50x perpetual futures on CoreWeave as its bonds trade below 80 cents https://theinference.org/article/circle-s-usdc-becomes-the-eu-s-first-significant-stablecoin-eba-oversight-starts-november-12 The Inference en 2026-10-15T15:31:52.522Z Circle's USDC becomes the EU's first 'significant' stablecoin; EBA oversight starts November 12 https://theinference.org/article/china-clears-skyworks-22-billion-qorvo-purchase-ten-days-after-the-deal-closed The Inference en 2026-10-15T15:29:52.548Z China clears Skyworks' $22 billion Qorvo purchase ten days after the deal closed https://theinference.org/article/sk-hynix-hands-onto-innovation-its-sole-technology-award-as-rbc-sizes-30-billion-of-equipment-spending The Inference en 2026-10-15T15:26:52.832Z SK hynix hands Onto Innovation its sole technology award as RBC sizes $30 billion of equipment spending https://theinference.org/article/dxc-and-quantiphi-signed-langchain-in-48-hours-hcltech-chose-anthropic-instead The Inference en 2026-10-15T15:23:52.820Z DXC and Quantiphi signed LangChain in 48 hours; HCLTech chose Anthropic instead https://theinference.org/article/sandisk-and-kioxia-bet-31-billion-on-ai-storage-demand-and-sandisk-owes-half-the-fixed-costs The Inference en 2026-10-15T15:22:53.155Z Sandisk and Kioxia bet $31 billion on AI storage demand, and Sandisk owes half the fixed costs https://theinference.org/article/cognition-hires-snowflake-s-chris-degnan-as-revenue-chief-with-devin-s-run-rate-at-1-billion The Inference en 2026-10-15T15:14:52.600Z Cognition hires Snowflake's Chris Degnan as revenue chief with Devin's run rate at $1 billion https://theinference.org/article/clay-s-7-1-billion-valuation-is-priced-on-agents-its-customers-cannot-run-yet The Inference en 2026-10-15T14:29:52.272Z Clay's $7.1 billion valuation is priced on agents its customers cannot run yet https://theinference.org/article/anthropic-s-16-8-billion-quarter-is-the-number-holding-up-a-2-trillion-ipo The Inference en 2026-10-15T14:25:52.229Z Anthropic's $16.8 billion quarter is the number holding up a $2 trillion IPO https://theinference.org/article/anduril-s-94-80-employee-sale-prices-it-near-90-billion-a-mark-new-money-has-yet-to-test The Inference en 2026-10-15T14:20:52.222Z Anduril's $94.80 employee sale prices it near $90 billion, a mark new money has yet to test https://theinference.org/article/pentagon-puts-44-million-on-contract-with-nlight-under-a-627-million-laser-ceiling The Inference en 2026-10-15T14:17:52.310Z Pentagon puts $44 million on contract with nLIGHT under a $627 million laser ceiling https://theinference.org/article/mercor-cut-at-least-50-staff-by-two-sentence-email-and-its-ceo-says-that-was-not-a-layoff The Inference en 2026-10-15T14:16:52.271Z Mercor cut at least 50 staff by two-sentence email, and its CEO says that was not a layoff https://theinference.org/article/cursor-stopped-bundling-claude-just-as-anthropic-courts-a-2-trillion-listing The Inference en 2026-10-15T14:13:52.349Z Cursor stopped bundling Claude just as Anthropic courts a $2 trillion listing https://theinference.org/article/apple-s-foldable-opens-for-preorder-october-16-and-in-china-its-ai-is-alibaba-s The Inference en 2026-10-15T14:12:52.226Z Apple's foldable opens for preorder October 16, and in China its AI is Alibaba's https://theinference.org/article/cxmt-targets-4f2-dram-years-ahead-of-samsung-and-naura-collects-the-tool-bill The Inference en 2026-10-15T14:10:52.300Z CXMT targets 4F² DRAM years ahead of Samsung, and NAURA collects the tool bill https://theinference.org/article/ubs-cuts-besi-to-159-after-it-raised-its-2-2-billion-target-the-order-book-decides-october-22 The Inference en 2026-10-15T13:25:52.224Z UBS cuts Besi to €159 after it raised its €2.2 billion target; the order book decides October 22 https://theinference.org/article/alchip-34-off-its-high-reports-october-30-with-its-9-3-billion-aws-forecast-living-only-in-trader-posts The Inference en 2026-10-15T13:24:52.135Z Alchip, 34% off its high, reports October 30 with its $9.3 billion AWS forecast living only in trader posts https://theinference.org/article/checkr-flags-half-of-ai-engineer-resumes-for-fraud-you-can-t-buy-the-stock The Inference en 2026-10-15T13:22:52.361Z Checkr flags half of AI-engineer resumes for fraud. You can't buy the stock. https://theinference.org/article/washington-bans-huawei-s-chips-the-same-day-huawei-reveals-100-million-kirins-shipped The Inference en 2026-10-15T13:17:52.362Z Washington Bans Huawei's Chips the Same Day Huawei Reveals 100 Million Kirins Shipped https://theinference.org/article/nvidia-s-3-5-billion-sits-behind-china-s-compute-wall The Inference en 2026-10-15T13:13:52.384Z Nvidia's $3.5 billion sits behind China's compute wall https://theinference.org/article/tsmc-s-record-quarter-says-the-ai-bottleneck-is-now-the-bond-market The Inference en 2026-10-15T13:12:52.802Z TSMC's record quarter says the AI bottleneck is now the bond market https://theinference.org/article/nashville-renews-motorola-911-dispatch-contract-26-7-as-surveillance-scrutiny-spreads The Inference en 2026-10-15T13:11:52.577Z Nashville renews Motorola 911 dispatch contract 26-7 as surveillance scrutiny spreads https://theinference.org/article/nvidia-prepays-1-4-billion-for-a-chip-testing-plant-that-doesn-t-exist-yet The Inference en 2026-10-15T13:10:52.238Z Nvidia prepays $1.4 billion for a chip-testing plant that doesn't exist yet https://theinference.org/article/dell-lost-roughly-40-billion-as-cios-pull-2027-orders-into-2026-and-expect-budgets-to-flatten-by-2028 The Inference en 2026-10-15T01:22:42.417Z Dell lost roughly $40 billion as CIOs pull 2027 orders into 2026 and expect budgets to flatten by 2028 https://theinference.org/article/block-s-square-prices-its-ai-kiosk-at-1-999-plus-99-a-month-as-toast-falls-3-37 The Inference en 2026-10-15T01:16:42.404Z Block's Square prices its AI kiosk at $1,999 plus $99 a month as Toast falls 3.37% https://theinference.org/article/silver-lake-sold-70-8-million-of-dell-without-a-trading-plan-five-days-before-barclays-cut-the-stock The Inference en 2026-10-14T23:10:41.912Z Silver Lake sold $70.8 million of Dell without a trading plan, five days before Barclays cut the stock https://theinference.org/article/nordic-semiconductor-targets-silicon-labs-tier-as-texas-instruments-7-5-billion-takeover-waits-on-beijing The Inference en 2026-10-14T23:04:41.924Z Nordic Semiconductor targets Silicon Labs' tier as Texas Instruments' $7.5 billion takeover waits on Beijing https://theinference.org/article/mixerbox-s-zenclaw-charges-up-to-1-200-a-month-to-run-a-stack-nvidia-gives-away The Inference en 2026-10-14T23:03:42.297Z MixerBox's ZenClaw charges up to $1,200 a month to run a stack NVIDIA gives away https://theinference.org/article/zeta-global-hit-a-52-week-high-of-34-83-after-two-acquisitions-with-no-disclosed-price The Inference en 2026-10-14T23:02:41.925Z Zeta Global hit a 52-week high of $34.83 after two acquisitions with no disclosed price https://theinference.org/article/asml-missed-by-50-million-raised-its-floor-and-chip-tools-sold-off-anyway The Inference en 2026-10-14T22:59:41.097Z ASML missed by $50 million, raised its floor, and chip tools sold off anyway https://theinference.org/article/cognex-agreed-to-pay-about-600-million-for-realsense-as-overview-ai-s-camera-sets-up-its-own-inspections The Inference en 2026-10-14T21:10:10.032Z Cognex agreed to pay about $600 million for RealSense as Overview AI's camera sets up its own inspections https://theinference.org/article/nanonets-own-benchmark-says-the-best-ai-agent-finishes-just-38-of-multi-step-enterprise-tasks The Inference en 2026-10-14T21:08:10.037Z Nanonets' own benchmark says the best AI agent finishes just 38% of multi-step enterprise tasks https://theinference.org/article/ringcentral-is-up-172-in-2026-and-trades-26-75-above-its-average-analyst-target-as-insiders-keep-selling The Inference en 2026-10-14T21:07:09.904Z RingCentral is up 172% in 2026 and trades 26.75% above its average analyst target as insiders keep selling https://theinference.org/article/globus-medical-paid-252-5-million-for-nevro-23-injury-suits-over-its-stimulators-now-share-one-judge The Inference en 2026-10-14T21:06:10.203Z Globus Medical paid $252.5 million for Nevro; 23 injury suits over its stimulators now share one judge https://theinference.org/article/a-russian-owned-phone-hacking-vendor-collapsed-and-cellebrite-waits-to-inherit-the-vacuum The Inference en 2026-10-14T21:05:10.183Z A Russian-owned phone-hacking vendor collapsed, and Cellebrite waits to inherit the vacuum https://theinference.org/article/coreweave-bonds-hit-a-record-14-5-yield-as-six-ai-cloud-stocks-sink-gartner-sees-80-gone-by-2030 The Inference en 2026-10-14T20:46:09.111Z CoreWeave bonds hit a record 14.5% yield as six AI cloud stocks sink; Gartner sees 80% gone by 2030 https://theinference.org/article/terawulf-doubles-its-kentucky-power-draw-to-1-gw-with-100-million-in-bill-credits-none-of-it-filed-yet The Inference en 2026-10-14T20:45:09.089Z TeraWulf doubles its Kentucky power draw to 1 GW with $100 million in bill credits, none of it filed yet https://theinference.org/article/ppl-s-new-500-kv-line-is-for-regional-growth-the-record-keeps-naming-amazon The Inference en 2026-10-14T20:37:09.112Z PPL's new 500 kV line is for 'regional growth.' The record keeps naming Amazon https://theinference.org/article/environmental-groups-ask-to-unwind-kinder-morgan-s-5-2-billion-pipelines-as-it-pitches-a-1-3-billion-one The Inference en 2026-10-14T20:36:09.098Z Environmental groups ask to unwind Kinder Morgan's $5.2 billion pipelines as it pitches a $1.3 billion one https://theinference.org/article/a16z-priced-typesafe-at-7-5-billion-workday-put-the-four-week-old-model-on-every-user-s-home-screen The Inference en 2026-10-14T20:35:09.141Z a16z priced TypeSafe at $7.5 billion; Workday put the four-week-old model on every user's home screen