https://theinference.org/article/servicenow-falls-27-its-worst-day-ever-as-gartner-finds-97-of-companies-can-t-turn-ai-into-savings The Inference en 2026-10-29T20:05:24.857Z ServiceNow falls 27%, its worst day ever, as Gartner finds 97% of companies can't turn AI into savings https://theinference.org/article/mastercard-and-visa-would-let-12-million-us-merchants-refuse-premium-cards-a-judge-hears-it-november-16 The Inference en 2026-10-29T18:04:24.198Z Mastercard and Visa would let 12 million US merchants refuse premium cards; a judge hears it November 16 https://theinference.org/article/alphabet-now-guarantees-98-5-billion-of-other-parties-ai-bills-and-shareholders-stand-behind-it The Inference en 2026-10-29T17:59:23.536Z Alphabet now guarantees $98.5 billion of other parties' AI bills, and shareholders stand behind it https://theinference.org/article/beckhoff-s-schirmer-breaks-ground-on-its-biggest-factory-in-47-years-as-german-machinery-falls-a-fourth-year The Inference en 2026-10-29T16:30:22.959Z Beckhoff's Schirmer breaks ground on its biggest factory in 47 years as German machinery falls a fourth year https://theinference.org/article/openai-makes-uk-startup-anima-its-healthcare-showcase-as-patients-call-the-same-bot-a-wall-to-care The Inference en 2026-10-29T16:23:22.998Z OpenAI makes UK startup Anima its healthcare showcase as patients call the same bot a wall to care https://theinference.org/article/harvey-banked-550-million-at-15-5-billion-but-left-court-dockets-to-pacerpro-so-firms-pay-twice The Inference en 2026-10-29T15:43:22.871Z Harvey banked $550 million at $15.5 billion but left court dockets to PacerPro, so firms pay twice https://theinference.org/article/schneider-electric-s-record-11-46-billion-quarter-rides-ai-data-centers-with-a-third-price-rise-planned The Inference en 2026-10-29T15:42:22.945Z Schneider Electric's record €11.46 billion quarter rides AI data centers, with a third price rise planned https://theinference.org/article/johor-s-grid-cannot-keep-up-with-ai-so-ytl-power-is-buying-1-623-acres-at-port-klang The Inference en 2026-10-29T15:40:22.896Z Johor's grid cannot keep up with AI, so YTL Power is buying 1,623 acres at Port Klang https://theinference.org/article/butterfly-network-s-record-quarter-ran-on-milestone-money-and-its-own-q4-guide-says-so The Inference en 2026-10-29T15:18:23.102Z Butterfly Network's record quarter ran on milestone money, and its own Q4 guide says so https://theinference.org/article/gitlab-stock-hit-its-52-week-high-the-day-alpine-s-gitlab-was-rebuilt-from-scratch The Inference en 2026-10-29T15:17:22.921Z GitLab stock hit its 52-week high the day Alpine's GitLab was rebuilt from scratch https://theinference.org/article/harvey-s-federal-clearance-is-rented-from-knox-systems-and-any-rival-can-rent-the-same-gate-in-90-days The Inference en 2026-10-29T15:16:22.806Z Harvey's federal clearance is rented from Knox Systems, and any rival can rent the same gate in 90 days https://theinference.org/article/victory-giant-s-q3-print-lands-nine-days-after-307-million-shares-unlock-and-the-stock-hits-a-52-week-low The Inference en 2026-10-29T15:15:22.991Z Victory Giant's Q3 print lands nine days after 307 million shares unlock, and the stock hits a 52-week low https://theinference.org/article/silicon-motion-s-audited-profit-halved-on-131-revenue-growth-and-an-automated-alert-called-it-a-miss The Inference en 2026-10-29T15:14:22.946Z Silicon Motion's audited profit halved on 131% revenue growth, and an automated alert called it a miss https://theinference.org/article/uk-tax-authority-signed-a-2-4-billion-15-year-salesforce-contract-that-locks-in-first-party-ai-agents The Inference en 2026-10-29T15:00:23.150Z UK tax authority signed a £2.4 billion, 15-year Salesforce contract that locks in first-party AI agents https://theinference.org/article/synopsys-executives-sold-51-million-of-stock-before-s-p-dropped-its-leverage-guardrail The Inference en 2026-10-29T14:30:22.179Z Synopsys executives sold $51 million of stock before S&P dropped its leverage guardrail https://theinference.org/article/hubspot-cut-free-email-sends-85-and-moved-starter-onto-credits-12-days-before-earnings The Inference en 2026-10-29T14:10:22.237Z HubSpot cut free email sends 85% and moved Starter onto credits 12 days before earnings https://theinference.org/article/shopify-puts-shop-pay-inside-rival-ai-agents-on-visa-and-mastercard-rails-and-keeps-the-fraud-liability The Inference en 2026-10-29T14:09:22.340Z Shopify puts Shop Pay inside rival AI agents on Visa and Mastercard rails, and keeps the fraud liability https://theinference.org/article/sk-hynix-files-a-one-month-clock-on-solidigm-s-reported-45-billion-us-nand-plant The Inference en 2026-10-29T14:08:22.073Z SK hynix files a one-month clock on Solidigm's reported $45 billion US NAND plant https://theinference.org/article/adp-raised-its-profit-outlook-on-ai-cost-cuts-as-its-own-data-shows-hiring-at-16-750-jobs-a-week The Inference en 2026-10-29T14:07:22.327Z ADP raised its profit outlook on AI cost cuts as its own data shows hiring at 16,750 jobs a week https://theinference.org/article/besi-s-chief-says-asml-is-a-collaborator-in-bonding-not-the-rival-investors-priced The Inference en 2026-10-29T14:06:22.055Z Besi's chief says ASML is a collaborator in bonding, not the rival investors priced https://theinference.org/article/doordash-s-record-quarter-funds-a-17-billion-instacart-buyout-at-65-a-share-at-least-75-in-cash The Inference en 2026-10-29T13:49:21.842Z DoorDash's record quarter funds a $17 billion Instacart buyout at $65 a share, at least 75% in cash https://theinference.org/article/anthropic-could-list-as-soon-as-november-16-and-robinhood-s-cfo-says-it-could-reprice-his-ai-portfolio The Inference en 2026-10-29T13:44:38.319Z Anthropic could list as soon as November 16, and Robinhood's CFO says it could reprice his AI portfolio https://theinference.org/article/doosan-gets-paid-to-build-the-reactor-nuscale-still-has-to-sell The Inference en 2026-10-29T13:25:21.833Z Doosan gets paid to build the reactor NuScale still has to sell https://theinference.org/article/one-month-three-deals-6-7-billion-onsemi-assembles-an-edge-ai-stack The Inference en 2026-10-29T13:23:21.927Z One month, three deals, $6.7 billion: onsemi assembles an edge-AI stack https://theinference.org/article/cloudflare-now-bills-agent-web-search-and-exa-priced-for-a-buyer-who-cannot-switch The Inference en 2026-10-29T13:22:21.881Z Cloudflare now bills agent web search, and Exa priced for a buyer who cannot switch https://theinference.org/article/quanta-just-booked-the-ai-buildout-s-labor-constraint-as-a-63-7-billion-backlog The Inference en 2026-10-29T13:21:21.848Z Quanta just booked the AI buildout's labor constraint as a $63.7 billion backlog https://theinference.org/article/nvidia-made-batch-transcription-free-only-the-phone-call-still-pays The Inference en 2026-10-29T13:20:21.863Z Nvidia made batch transcription free. Only the phone call still pays. https://theinference.org/article/trump-knew-about-a-spy-next-to-nvidia-s-chief-and-chose-the-stock The Inference en 2026-10-29T13:19:22.318Z Trump knew about a spy next to Nvidia's chief and chose the stock https://theinference.org/article/allegro-microsystems-grew-sales-29-to-277-million-without-sizing-its-data-center-revenue The Inference en 2026-10-29T13:10:21.394Z Allegro MicroSystems grew sales 29% to $277 million without sizing its data center revenue https://theinference.org/article/american-electric-power-added-22-billion-of-spending-and-5-2-billion-of-stock-cfo-won-t-promise-24-again The Inference en 2026-10-29T13:09:21.756Z American Electric Power added $22 billion of spending and $5.2 billion of stock; CFO won't promise 24% again https://theinference.org/article/anthropic-shows-cfos-what-nine-fold-spend-buys-two-days-after-its-s-1-revealed-a-first-974-million-profit The Inference en 2026-10-28T21:11:15.588Z Anthropic shows CFOs what nine-fold spend buys, two days after its S-1 revealed a first $974 million profit https://theinference.org/article/trellis-opens-2-5-billion-court-records-to-microsoft-copilot-chatgpt-and-claude The Inference en 2026-10-28T19:09:15.738Z Trellis opens 2.5 billion court records to Microsoft Copilot, ChatGPT and Claude https://theinference.org/article/raytheon-radar-and-a-qatar-deal-land-on-shield-ai-s-unflown-12-7-billion-x-bat The Inference en 2026-10-28T19:08:15.717Z Raytheon radar and a Qatar deal land on Shield AI's unflown $12.7 billion X-BAT https://theinference.org/article/saronic-s-corsair-drone-boats-have-three-theaters-of-combat-the-3-3-billion-shipyard-opens-in-2028 The Inference en 2026-10-28T19:07:15.525Z Saronic's Corsair drone boats have three theaters of combat; the $3.3 billion shipyard opens in 2028 https://theinference.org/article/factset-pipes-nasdaq-private-market-cap-table-data-into-its-terminal-before-the-november-10-investor-day The Inference en 2026-10-28T19:06:15.428Z FactSet pipes Nasdaq Private Market cap-table data into its terminal before the November 10 Investor Day https://theinference.org/article/anthropic-prices-claude-for-financial-advisors-at-4-800-per-20-seats-finny-charges-50-a-month The Inference en 2026-10-28T18:03:15.767Z Anthropic prices Claude for financial advisors at $4,800 per 20 seats; FINNY charges $50 a month https://theinference.org/article/x-fab-spent-1-billion-on-capacity-running-near-60-october-29-results-test-its-30-margin-promise The Inference en 2026-10-28T18:02:15.726Z X-FAB spent $1 billion on capacity running near 60%; October 29 results test its 30% margin promise https://theinference.org/article/bending-spoons-closed-its-1-36-billion-miro-buyout-and-got-a-first-bb-rating-as-fitch-sees-6-1x-leverage The Inference en 2026-10-28T18:01:15.740Z Bending Spoons closed its $1.36 billion Miro buyout and got a first BB rating as Fitch sees 6.1x leverage https://theinference.org/article/samsung-electro-mechanics-doubled-its-profit-on-nvidia-and-the-deal-cuts-both-ways The Inference en 2026-10-28T18:00:15.769Z Samsung Electro-Mechanics doubled its profit on Nvidia, and the deal cuts both ways https://theinference.org/article/robinhood-agrees-to-distribute-ripple-s-rlusd-stablecoin-after-its-crypto-revenue-more-than-halved The Inference en 2026-10-28T17:21:14.561Z Robinhood agrees to distribute Ripple's RLUSD stablecoin after its crypto revenue more than halved https://theinference.org/article/coursera-s-enterprise-base-is-shrinking-at-91-retention-as-its-first-udemy-quarter-lands-thursday The Inference en 2026-10-28T17:11:14.415Z Coursera's enterprise base is shrinking at 91% retention as its first Udemy quarter lands Thursday https://theinference.org/article/blue-origin-says-new-glenn-flies-again-in-november-into-a-cape-with-no-other-launch-date The Inference en 2026-10-28T17:10:14.413Z Blue Origin says New Glenn flies again in November, into a Cape with no other launch date https://theinference.org/article/s-p-global-billed-8-more-debt-but-grew-ratings-fees-just-2-capital-iq-and-snl-under-review The Inference en 2026-10-28T17:09:14.418Z S&P Global billed 8% more debt but grew ratings fees just 2%; Capital IQ and SNL under review https://theinference.org/article/google-deepmind-s-genie-4-ships-unpriced-and-the-last-launch-cost-unity-24-in-a-day The Inference en 2026-10-28T17:08:14.370Z Google DeepMind's Genie 4 ships unpriced, and the last launch cost Unity 24% in a day https://theinference.org/article/iren-borrowed-363-million-against-its-gpus-as-default-insurance-on-oracle-and-spacex-hit-records The Inference en 2026-10-28T16:35:14.138Z IREN borrowed $363 million against its GPUs as default insurance on Oracle and SpaceX hit records https://theinference.org/article/toma-took-17-million-from-a16z-to-answer-dealer-calls-its-dealer-product-is-now-a-legacy-login The Inference en 2026-10-28T16:30:14.158Z Toma took $17 million from a16z to answer dealer calls; its dealer product is now a 'legacy login' https://theinference.org/article/universal-and-sony-matched-60-202-songs-in-suno-s-training-files-at-up-to-150-000-each The Inference en 2026-10-28T16:24:14.623Z Universal and Sony matched 60,202 songs in Suno's training files, at up to $150,000 each https://theinference.org/article/bitfury-founder-locked-100-million-before-cipher-digital-s-53-drop-retail-still-bets-on-the-ai-pivot The Inference en 2026-10-28T16:23:14.233Z Bitfury founder locked $100 million before Cipher Digital's 53% drop; retail still bets on the AI pivot https://theinference.org/article/ge-healthcare-beat-and-raised-then-filed-the-exit-of-the-pcs-chief-to-a-rival-s-top-job The Inference en 2026-10-28T16:22:14.750Z GE HealthCare beat and raised, then filed the exit of the PCS chief to a rival's top job https://theinference.org/article/nvidia-is-co-signer-and-chipmaker-as-zankore-s-3-1-billion-gpu-loan-prices-near-7-3 The Inference en 2026-10-28T16:21:14.019Z Nvidia is co-signer and chipmaker as Zankore's $3.1 billion GPU loan prices near 7.3% https://theinference.org/article/lg-electronics-ai-cooling-orders-passed-2-1-billion-index-funds-must-sell-113-8-billion-won-in-december The Inference en 2026-10-28T16:20:15.501Z LG Electronics' AI cooling orders passed $2.1 billion; index funds must sell 113.8 billion won in December https://theinference.org/article/umc-missed-consensus-at-92-utilization-and-added-3-2-billion-of-capex-with-the-stock-up-147-5 The Inference en 2026-10-28T16:19:14.144Z UMC missed consensus at 92% utilization and added $3.2 billion of capex, with the stock up 147.5% https://theinference.org/article/motorola-locked-in-decade-long-prices-then-the-memory-bill-tripled The Inference en 2026-10-28T16:18:14.113Z Motorola locked in decade-long prices, then the memory bill tripled https://theinference.org/article/applied-materials-takes-its-besi-stake-to-20-at-an-undisclosed-price-besi-bought-back-at-187-12 The Inference en 2026-10-28T16:17:14.209Z Applied Materials takes its Besi stake to 20% at an undisclosed price; Besi bought back at €187.12 https://theinference.org/article/corning-s-639-million-tell-customers-are-prepaying-for-the-ai-fiber-boom The Inference en 2026-10-28T15:42:14.256Z Corning's $639 million tell: customers are prepaying for the AI fiber boom https://theinference.org/article/synaptics-5-85-spread-to-onsemi-s-123-cash-offer-waits-on-an-unscheduled-shareholder-vote The Inference en 2026-10-28T15:37:14.265Z Synaptics' $5.85 spread to onsemi's $123 cash offer waits on an unscheduled shareholder vote https://theinference.org/article/moody-s-rates-ripple-s-rlusd-a2-the-first-investment-grade-stablecoin-rating The Inference en 2026-10-28T15:36:14.420Z Moody's rates Ripple's RLUSD A2, the first investment-grade stablecoin rating https://theinference.org/article/murata-manufacturing-will-pay-part-of-accenture-s-ai-fee-only-on-results-not-hours The Inference en 2026-10-28T15:35:14.179Z Murata Manufacturing will pay part of Accenture's AI fee only on results, not hours https://theinference.org/article/zhongji-innolight-reports-thursday-down-50-with-full-2027-orders-and-a-reported-us-import-ban The Inference en 2026-10-28T15:34:14.912Z Zhongji Innolight reports Thursday down 50% with full 2027 orders and a reported US import ban https://theinference.org/article/coinbase-s-friday-conversion-moves-tether-s-european-balances-onto-circle-s-books The Inference en 2026-10-28T15:33:14.183Z Coinbase's European Conversion Moves Tether Balances to Circle https://theinference.org/article/fico-holds-its-10-mortgage-toll-as-the-regulator-and-the-bureaus-close-in The Inference en 2026-10-28T15:32:14.633Z FICO holds its $10 mortgage toll as the regulator and the bureaus close in https://theinference.org/article/national-grid-quoted-1-1-billion-for-sea-link-to-planners-while-asking-its-regulator-for-2-567-billion The Inference en 2026-10-28T15:31:14.265Z National Grid quoted £1.1 billion for Sea Link to planners while asking its regulator for £2.567 billion https://theinference.org/article/flex-s-ai-power-segment-grows-75-85-and-spins-off-as-axiom-with-vicor-s-itc-case-still-open The Inference en 2026-10-28T15:30:14.123Z Flex's AI power segment grows 75-85% and spins off as Axiom, with Vicor's ITC case still open https://theinference.org/article/ge-vernova-pays-9-billion-for-trench-group-hours-after-beating-its-own-guidance The Inference en 2026-10-28T15:29:14.176Z GE Vernova pays $9 billion for Trench Group hours after beating its own guidance https://theinference.org/article/jfrog-s-lab-found-42-hijacked-repos-wired-to-fire-in-claude-and-cursor-its-stock-is-up-61-in-2026 The Inference en 2026-10-28T15:28:14.082Z JFrog's lab found 42 hijacked repos wired to fire in Claude and Cursor; its stock is up 61% in 2026 https://theinference.org/article/amkor-s-ai-customers-prepay-1-9-billion-while-its-2027-capex-above-2-billion-stays-on-its-balance-sheet The Inference en 2026-10-28T15:27:14.130Z Amkor's AI customers prepay $1.9 billion while its 2027 capex above $2 billion stays on its balance sheet https://theinference.org/article/los-angeles-fails-9-6-to-block-axon-s-plate-readers-in-a-free-three-month-trial-with-235-million-behind-it The Inference en 2026-10-28T15:26:14.067Z Los Angeles fails 9-6 to block Axon's plate readers in a free three-month trial, with $235 million behind it https://theinference.org/article/ultra-clean-holdings-posts-a-record-759-million-quarter-as-lam-research-says-parts-cap-the-ai-chip-boom The Inference en 2026-10-28T15:25:14.301Z Ultra Clean Holdings posts a record $759 million quarter as Lam Research says parts cap the AI chip boom https://theinference.org/article/fireworks-ai-wants-40-billion-for-tokens-nobody-can-publicly-count The Inference en 2026-10-28T15:05:14.277Z Fireworks AI wants $40 billion for tokens nobody can publicly count https://theinference.org/article/one-family-s-6-billion-check-props-up-robinhood-s-record-deposit-month The Inference en 2026-10-28T14:56:14.523Z One family's $6 billion check props up Robinhood's record deposit month https://theinference.org/article/issuers-blocked-26-tokenized-stock-listings-onshore-coinbase-is-building-the-other-2-000-offshore The Inference en 2026-10-28T14:54:14.091Z Issuers blocked 26 tokenized-stock listings onshore. Coinbase is building the other 2,000 offshore. https://theinference.org/article/te-connectivity-posts-record-quarter-and-guides-above-consensus-its-stock-falls-anyway The Inference en 2026-10-28T14:53:14.207Z TE Connectivity posts record quarter and guides above consensus; its stock falls anyway https://theinference.org/article/fermi-s-6-5-billion-tensorwave-lease-must-close-by-october-31-and-the-financing-is-still-not-raised The Inference en 2026-10-28T14:51:14.866Z Fermi's $6.5 billion TensorWave lease must close by October 31, and the financing is still not raised https://theinference.org/article/europe-s-politicians-can-block-palantir-s-contracts-its-taxpayers-have-already-paid-1-4-billion The Inference en 2026-10-28T14:49:14.089Z Europe's politicians can block Palantir's contracts. Its taxpayers have already paid €1.4 billion https://theinference.org/article/meta-investors-sue-to-block-a-share-class-that-frees-23-8-billion-for-zuckerberg-to-sell The Inference en 2026-10-28T14:43:14.164Z Meta investors sue to block a share class that frees $23.8 billion for Zuckerberg to sell https://theinference.org/article/zip-s-fraud-quarter-pushed-bad-debts-to-1-97-affirm-s-november-5-report-is-bnpl-s-first-hard-test The Inference en 2026-10-28T14:38:14.063Z Zip's fraud quarter pushed bad debts to 1.97%; Affirm's November 5 report is BNPL's first hard test https://theinference.org/article/super-micro-s-5-billion-order-rides-on-debt-to-unrated-clients The Inference en 2026-10-28T14:31:14.360Z Super Micro's $5 Billion Order Rides on Debt to Unrated Clients https://theinference.org/article/amd-buys-fei-fei-li-s-world-labs-for-8-2-billion-117-million-a-head-as-rivals-give-it-away The Inference en 2026-10-28T14:27:14.021Z AMD buys Fei-Fei Li's World Labs for $8.2 billion, $117 million a head, as rivals give it away https://theinference.org/article/snap-runs-out-of-settlements-first-jury-hears-the-snapchat-design-defense-this-week The Inference en 2026-10-28T14:20:14.117Z Snap runs out of settlements: first jury hears the Snapchat design defense this week https://theinference.org/article/spacex-and-tesla-boards-weigh-a-3-5-trillion-merger-over-xai-s-40-billion-gpu-lease The Inference en 2026-10-28T14:12:14.123Z SpaceX and Tesla boards weigh a $3.5 trillion merger over xAI's $40 billion GPU lease https://theinference.org/article/apple-s-foldable-cracked-four-days-after-launch-apple-replaces-screens-while-fine-m-tec-stock-fell-15-7 The Inference en 2026-10-28T14:08:18.364Z Apple's foldable cracked four days after launch; Apple replaces screens while Fine M-Tec stock fell 15.7% https://theinference.org/article/snowflake-priced-its-coding-agent-at-6-34-a-trial-and-the-mode-that-won-stays-internal The Inference en 2026-10-28T14:06:14.039Z Snowflake priced its coding agent at $6.34 a trial, and the mode that won stays internal https://theinference.org/article/oracle-now-prices-and-bills-snowflake-on-oci-and-owns-the-discount The Inference en 2026-10-28T14:05:14.042Z Oracle now prices and bills Snowflake on OCI, and owns the discount https://theinference.org/article/agents-launch-17-million-databases-a-day-on-databricks-the-line-they-feed-makes-100-million The Inference en 2026-10-28T14:04:14.745Z Agents launch 17 million databases a day on Databricks; the line they feed makes $100 million https://theinference.org/article/shorts-left-skyworks-at-the-fastest-rate-on-finra-s-list-as-the-qorvo-deal-closed The Inference en 2026-10-28T14:03:14.032Z Shorts left Skyworks at the fastest rate on FINRA's list as the Qorvo deal closed https://theinference.org/article/onsemi-chases-a-1-billion-ai-power-startup-with-3-5-billion-of-cash-and-a-credit-line The Inference en 2026-10-28T14:02:14.036Z Onsemi chases a $1 billion AI power startup with $3.5 billion of cash and a credit line https://theinference.org/article/eli-lilly-s-retatrutide-beat-ozempic-head-to-head-20-9-weight-loss-vs-9-4-before-novo-nordisk-reports The Inference en 2026-10-28T13:58:13.927Z Eli Lilly's retatrutide beat Ozempic head-to-head: 20.9% weight loss vs 9.4%, before Novo Nordisk reports https://theinference.org/article/technoprobe-10-owned-by-teradyne-guides-2026-revenue-up-nearly-70-with-no-bank-debt The Inference en 2026-10-28T13:11:13.094Z Technoprobe, 10% owned by Teradyne, guides 2026 revenue up nearly 70% with no bank debt https://theinference.org/article/accenture-ceo-julie-sweet-bought-3-0-million-of-stock-five-days-after-a-co-ceo-sold-1-4-million The Inference en 2026-10-28T13:10:12.962Z Accenture CEO Julie Sweet bought $3.0 million of stock five days after a co-CEO sold $1.4 million https://theinference.org/article/citi-says-11-ubs-says-6-on-fluence-the-fault-is-in-delayed-houston-plants-not-europe The Inference en 2026-10-28T13:09:13.538Z Citi says $11, UBS says $6 on Fluence: the fault is in delayed Houston plants, not Europe https://theinference.org/article/qnity-the-dupont-spin-off-reports-november-4-with-china-at-33-of-sales-and-no-ai-cooling-revenue-yet The Inference en 2026-10-28T13:08:13.322Z Qnity, the DuPont spin-off, reports November 4 with China at 33% of sales and no AI cooling revenue yet https://theinference.org/article/bending-spoons-raised-evernote-s-top-plan-92-to-250-in-the-week-it-took-1-5-billion-of-notes-to-market The Inference en 2026-10-28T13:07:13.567Z Bending Spoons raised Evernote's top plan 92% to $250 in the week it took $1.5 billion of notes to market https://theinference.org/article/qualcomm-won-2-in-a-delaware-jury-verdict-against-arm-1-5-billion-of-royalties-await-a-judge The Inference en 2026-10-28T13:06:13.276Z Qualcomm won $2 in a Delaware jury verdict against Arm; $1.5 billion of royalties await a judge https://theinference.org/article/alphabet-bought-back-zero-stock-for-two-quarters-200-billion-of-capex-and-anthropic-take-the-cash The Inference en 2026-10-28T13:05:13.226Z Alphabet bought back zero stock for two quarters; $200 billion of capex and Anthropic take the cash https://theinference.org/article/ge-vernova-turned-13-gw-of-reserved-turbine-slots-into-firm-orders-backlog-hit-197-billion The Inference en 2026-10-28T13:04:13.543Z GE Vernova turned 13 GW of reserved turbine slots into firm orders; backlog hit $197 billion https://theinference.org/article/amazon-s-ai-buildout-tripled-generac-s-order-book-to-4-5-billion-at-half-the-margin-of-its-home-business The Inference en 2026-10-28T13:03:13.077Z Amazon's AI buildout tripled Generac's order book to $4.5 billion at half the margin of its home business https://theinference.org/article/google-and-amazon-now-pay-to-build-aep-s-power-plants-a-4-billion-fuel-cell-plant-and-12-reactors The Inference en 2026-10-28T13:02:13.403Z Google and Amazon now pay to build AEP's power plants: a $4 billion fuel-cell plant and 12 reactors https://theinference.org/article/doe-offers-constellation-5-billion-to-add-1-1-gigawatts-already-sold-to-google-amazon-and-meta The Inference en 2026-10-28T03:13:07.980Z DOE offers Constellation $5 billion to add 1.1 gigawatts already sold to Google, Amazon and Meta https://theinference.org/article/sk-hynix-banks-its-first-100-trillion-won-quarter-at-an-80-margin-as-apple-cuts-iphone-orders The Inference en 2026-10-28T01:13:06.386Z SK hynix banks its first 100 trillion won quarter at an 80% margin as Apple cuts iPhone orders https://theinference.org/article/banks-plan-a-21-billion-bond-sale-of-anthropic-chip-debt-as-fitch-sizes-broadcom-s-43-5-billion-guarantee The Inference en 2026-10-28T00:49:06.318Z Banks plan a $21 billion bond sale of Anthropic chip debt as Fitch sizes Broadcom's $43.5 billion guarantee