https://theinference.org/article/only-34-billion-of-micron-s-134-billion-contract-floor-lands-in-fiscal-2027-versus-275-5-billion-consensus The Inference en 2026-11-03T20:13:27.787Z Only $34 billion of Micron's $134 billion contract floor lands in fiscal 2027 versus $275.5 billion consensus https://theinference.org/article/judge-lets-runway-s-youtube-scraping-suit-proceed-universal-and-sony-seek-up-to-150-000-a-work-at-suno The Inference en 2026-11-03T20:07:28.792Z Judge lets Runway's YouTube scraping suit proceed; Universal and Sony seek up to $150,000 a work at Suno https://theinference.org/article/arrests-a-texas-termination-and-a-scrubbed-partner-test-flock-safety-s-8-4-billion-mark The Inference en 2026-11-03T20:06:29.730Z Arrests, a Texas termination and a scrubbed partner test Flock Safety's $8.4 billion mark https://theinference.org/article/the-navy-pays-about-450-000-a-round-for-castelion-s-hypersonic-missile-against-a-13-billion-mark The Inference en 2026-11-03T20:05:28.717Z The Navy pays about $450,000 a round for Castelion's hypersonic missile against a $13 billion mark https://theinference.org/article/eaton-s-backlog-grew-46-in-a-year-and-the-company-won-t-say-how-much-is-ai The Inference en 2026-11-03T19:18:52.731Z Eaton's backlog grew 46% in a year and the company won't say how much is AI https://theinference.org/article/coinbase-rose-9-as-20-billion-left-hacked-binance-and-tonight-s-midterms-test-the-bounce The Inference en 2026-11-03T19:15:52.212Z Coinbase rose 9% as $20 billion left hacked Binance, and tonight's midterms test the bounce https://theinference.org/article/roblox-s-ai-flood-arrived-early-and-the-clone-economy-rode-in-with-it The Inference en 2026-11-03T19:08:52.100Z Roblox's AI flood arrived early, and the clone economy rode in with it https://theinference.org/article/perplexity-pays-both-ends-multi-year-gpu-rents-at-iren-lawsuits-from-the-times-and-tribune The Inference en 2026-11-03T19:07:52.208Z Perplexity pays both ends: multi-year GPU rents at IREN, lawsuits from the Times and Tribune https://theinference.org/article/pure-storage-now-everpure-fell-10-4-at-27-3x-forward-earnings-as-kioxia-points-to-flat-flash-prices The Inference en 2026-11-03T18:08:23.850Z Pure Storage, now Everpure, fell 10.4% at 27.3x forward earnings as Kioxia points to flat flash prices https://theinference.org/article/anthropic-s-s-1-leaves-out-sequoia-menlo-and-lightspeed-and-sequoia-s-spacex-case-leans-on-anthropic The Inference en 2026-11-03T18:07:23.954Z Anthropic's S-1 leaves out Sequoia, Menlo and Lightspeed, and Sequoia's SpaceX case leans on Anthropic https://theinference.org/article/the-1-9-billion-williams-share-block-belongs-to-encap-flatrock-s-momentum-sellers The Inference en 2026-11-03T18:06:34.214Z The $1.9 Billion Williams Share Block Belongs to EnCap Flatrock's Momentum Sellers https://theinference.org/article/visa-s-25-billion-stablecoin-run-rate-comes-with-no-revenue-figure-and-renewals-decide-2027 The Inference en 2026-11-03T18:05:23.900Z Visa's $25 billion stablecoin run rate comes with no revenue figure, and renewals decide 2027 https://theinference.org/article/hpe-s-ceo-says-zero-exposure-to-the-ai-financing-web-his-stock-his-inventory-and-his-insiders-say-otherwise The Inference en 2026-11-03T18:04:24.206Z HPE's CEO says zero exposure to the AI financing web; his stock, his inventory and his insiders say otherwise https://theinference.org/article/tenable-s-q4-guide-leaves-out-php2shell-demand-and-cert-fr-flagged-a-9-9-flaw-in-tenable-s-own-product The Inference en 2026-11-03T17:07:23.706Z Tenable's Q4 guide leaves out PHP2Shell demand, and CERT-FR flagged a 9.9 flaw in Tenable's own product https://theinference.org/article/cellebrite-s-154-european-police-contracts-total-69-4-million-and-the-eu-ombudsman-is-probing-the-secrecy The Inference en 2026-11-03T17:06:24.058Z Cellebrite's 154 European police contracts total €69.4 million, and the EU Ombudsman is probing the secrecy https://theinference.org/article/reddit-s-high-court-fight-against-australia-s-teen-ban-opens-with-the-bench-leaning-the-other-way The Inference en 2026-11-03T17:05:24.336Z Reddit's High Court fight against Australia's teen ban opens with the bench leaning the other way https://theinference.org/article/walmart-s-new-battery-bet-told-pennsylvania-regulators-its-real-build-rate The Inference en 2026-11-03T17:04:23.952Z Walmart's new battery bet told Pennsylvania regulators its real build rate https://theinference.org/article/delaware-froze-cloudflare-s-founder-deal-and-the-only-account-is-the-loser-s The Inference en 2026-11-03T17:03:24.061Z Delaware froze Cloudflare's founder deal, and the only account is the loser's https://theinference.org/article/pg-e-s-2-billion-deferral-looks-like-leverage-and-the-ai-power-queue-is-what-it-protects The Inference en 2026-11-03T17:02:24.298Z PG&E's $2 billion deferral looks like leverage, and the AI power queue is what it protects https://theinference.org/article/sk-hynix-paid-377-million-for-9-1-of-penguin-solutions-at-a-strike-37-below-its-october-22-price The Inference en 2026-11-03T17:01:24.073Z SK hynix paid $377 million for 9.1% of Penguin Solutions at a strike 37% below its October 22 price https://theinference.org/article/lg-energy-solution-s-record-quarter-runs-on-us-tax-credits-and-lg-chem-is-selling-2-5-trillion-won-of-stock The Inference en 2026-11-03T17:00:23.994Z LG Energy Solution's record quarter runs on US tax credits, and LG Chem is selling 2.5 trillion won of stock https://theinference.org/article/wec-s-ai-driven-power-build-now-runs-on-deferrable-bonds-instead-of-new-stock The Inference en 2026-11-03T16:24:24.006Z WEC's AI-driven power build now runs on deferrable bonds instead of new stock https://theinference.org/article/tempus-ai-s-first-profit-came-with-47-1-million-of-other-income-and-a-fifth-of-data-revenue-from-pathos-ai The Inference en 2026-11-03T16:23:23.892Z Tempus AI's first profit came with $47.1 million of other income and a fifth of data revenue from Pathos AI https://theinference.org/article/upstart-cut-2026-adjusted-ebitda-guidance-to-260-million-from-294-million-leaving-q4-43-below-consensus The Inference en 2026-11-03T16:22:23.471Z Upstart cut 2026 adjusted EBITDA guidance to $260 million from $294 million, leaving Q4 43% below consensus https://theinference.org/article/doubleverify-suspends-guidance-until-its-13-60-sale-closes-ending-ad-verification-s-only-public-price The Inference en 2026-11-03T16:21:23.423Z DoubleVerify suspends guidance until its $13.60 sale closes, ending ad verification's only public price https://theinference.org/article/s-p-s-meta-warning-just-landed-on-two-llcs-holding-40-billion-of-ai-data-center-debt The Inference en 2026-11-03T16:20:23.960Z S&P's Meta warning just landed on two LLCs holding $40 billion of AI data-center debt https://theinference.org/article/hut-8-signed-a-second-9-8-billion-texas-lease-then-keefe-bruyette-cut-the-stock-to-92-from-154 The Inference en 2026-11-03T16:19:23.954Z Hut 8 signed a second $9.8 billion Texas lease, then Keefe Bruyette cut the stock to $92 from $154 https://theinference.org/article/coinbase-s-718-7-million-profit-includes-715-million-of-crypto-gains-120-and-240-targets-are-one-bet The Inference en 2026-11-03T16:18:23.456Z Coinbase's $718.7 million profit includes $715 million of crypto gains; $120 and $240 targets are one bet https://theinference.org/article/zhongji-innolight-s-revenue-rose-178-and-its-stock-fell-12-69-on-the-marvell-lumentum-merger-s-parts-risk The Inference en 2026-11-03T16:17:24.358Z Zhongji Innolight's revenue rose 178% and its stock fell 12.69% on the Marvell-Lumentum merger's parts risk https://theinference.org/article/nrc-finishes-x-energy-s-safety-review-the-stock-still-sits-72-below-its-high The Inference en 2026-11-03T16:16:23.656Z NRC finishes X-energy's safety review; the stock still sits 72% below its high https://theinference.org/article/the-trade-desk-guides-its-first-revenue-decline-12-and-netflix-ad-data-goes-live-without-measurement The Inference en 2026-11-03T16:15:23.392Z The Trade Desk guides its first revenue decline, 12%, and Netflix ad data goes live without measurement https://theinference.org/article/sailpoint-wrote-the-rulebook-for-ai-agent-tool-calls-the-platforms-bought-it-instead The Inference en 2026-11-03T16:14:23.806Z SailPoint wrote the rulebook for AI agent tool calls. The platforms bought it instead. https://theinference.org/article/talen-energy-s-1-5-billion-buyback-meets-a-68-jump-in-short-interest-as-ebitda-nearly-doubled The Inference en 2026-11-03T16:13:23.575Z Talen Energy's $1.5 billion buyback meets a 68% jump in short interest as EBITDA nearly doubled https://theinference.org/article/novo-nordisk-and-eli-lilly-pay-anthropic-and-other-ai-labs-for-drug-tools-no-ai-designed-drug-is-approved The Inference en 2026-11-03T16:12:25.390Z Novo Nordisk and Eli Lilly pay Anthropic and other AI labs for drug tools; no AI-designed drug is approved https://theinference.org/article/nextera-and-dominion-energy-conceded-114-of-117-virginia-merger-conditions-the-3-refusals-are-financial The Inference en 2026-11-03T16:11:23.513Z NextEra and Dominion conceded 114 of 117 Virginia merger conditions; the 3 refusals are financial https://theinference.org/article/aes-s-33-4-billion-take-private-at-15-clears-europe-and-chile-ferc-decides-the-rest The Inference en 2026-11-03T16:10:24.284Z AES's $33.4 billion take-private at $15 clears Europe and Chile; FERC decides the rest https://theinference.org/article/tower-s-innolight-filing-says-the-ai-optics-silicon-is-still-in-its-fabs-the-tape-disagrees The Inference en 2026-11-03T16:08:23.854Z Tower's Innolight filing says the AI optics silicon is still in its fabs; the tape disagrees https://theinference.org/article/meta-asks-20-billion-at-2-5-points-over-treasuries-and-the-december-fed-decision-sets-what-it-pays The Inference en 2026-11-03T15:55:23.732Z Meta asks $20 billion at 2.5 points over Treasuries, and the December Fed decision sets what it pays https://theinference.org/article/goldman-sachs-pulls-claude-code-and-github-from-its-bankers-two-weeks-before-anthropic-s-1-5-trillion-ipo The Inference en 2026-11-03T15:48:24.151Z Goldman Sachs pulls Claude Code and GitHub from its bankers two weeks before Anthropic's $1.5 trillion IPO https://theinference.org/article/seagate-s-record-quarter-met-a-30-drawdown-the-day-broadcom-and-microsoft-qualified-its-smr-drives The Inference en 2026-11-03T15:43:25.502Z Seagate's record quarter met a 30% drawdown the day Broadcom and Microsoft qualified its SMR drives https://theinference.org/article/parsons-federal-profit-fell-39-on-a-record-quarter-and-former-cfo-george-ball-signs-the-next-report The Inference en 2026-11-03T15:27:23.389Z Parsons' federal profit fell 39% on a record quarter, and former CFO George Ball signs the next report https://theinference.org/article/western-digital-s-cloud-revenue-rose-54-on-a-28-price-per-terabyte-and-the-stock-fell-7-5 The Inference en 2026-11-03T15:25:23.509Z Western Digital's cloud revenue rose 54% on a 28% price per terabyte, and the stock fell 7.5% https://theinference.org/article/nebius-spent-5-65-billion-on-capex-against-582-million-of-revenue-and-now-wants-gpu-backed-loans The Inference en 2026-11-03T15:24:22.961Z Nebius spent $5.65 billion on capex against $582 million of revenue, and now wants GPU-backed loans https://theinference.org/article/celestica-s-128-million-of-free-cash-flow-was-near-negative-570-million-after-backing-out-invoice-sales The Inference en 2026-11-03T15:23:23.754Z Celestica's $128 million of free cash flow was near negative $570 million after backing out invoice sales https://theinference.org/article/a-judge-called-xai-s-turbines-what-they-are-and-now-grok-s-power-bill-has-a-court-date The Inference en 2026-11-03T15:22:23.101Z A judge called xAI's turbines what they are, and now Grok's power bill has a court date https://theinference.org/article/anthropic-s-85-4-first-half-gross-margin-versus-zhipu-s-26-4-compute-not-discounting-explains-the-gap The Inference en 2026-11-03T15:21:23.654Z Anthropic's 85.4% first-half gross margin versus Zhipu's 26.4%: compute, not discounting, explains the gap https://theinference.org/article/1-000-exposed-gitlab-servers-later-the-patch-clock-belongs-to-a-partner The Inference en 2026-11-03T15:20:24.441Z 1,000 exposed GitLab servers later, the patch clock belongs to a partner https://theinference.org/article/nxp-s-third-price-rise-of-2026-lands-on-distributors-desks-as-onsemi-feeds-ai The Inference en 2026-11-03T15:19:23.481Z NXP's third price rise of 2026 lands on distributors' desks as onsemi feeds AI https://theinference.org/article/counterfeit-claude-update-puts-the-cleanup-bill-on-enterprise-buyers-not-on-cursor The Inference en 2026-11-03T15:18:23.326Z Counterfeit Claude update puts the cleanup bill on enterprise buyers, not on Cursor https://theinference.org/article/bending-spoons-upsized-its-junk-bond-to-1-8-billion-as-filed-data-shows-evernote-revenue-peaked-in-2024 The Inference en 2026-11-03T15:17:23.107Z Bending Spoons upsized its junk bond to $1.8 billion as filed data shows Evernote revenue peaked in 2024 https://theinference.org/article/regal-rexnord-explores-selling-its-robot-unit-after-a-119-million-write-down-with-data-center-sales-up-307 The Inference en 2026-11-03T15:16:23.812Z Regal Rexnord explores selling its robot unit after a $119 million write-down, with data-center sales up 307% https://theinference.org/article/dxc-is-in-talks-to-sell-its-only-growing-unit-guiding-a-5-to-5-5-decline-genpact-says-ai-cuts-the-work The Inference en 2026-11-03T15:15:23.540Z DXC is in talks to sell its only growing unit, guiding a 5% to 5.5% decline; Genpact says AI cuts the work https://theinference.org/article/entegris-record-ai-quarter-carries-a-0-25-a-share-accounting-assist The Inference en 2026-11-03T15:14:23.243Z Entegris' record AI quarter carries a $0.25-a-share accounting assist https://theinference.org/article/china-s-free-ai-models-trail-claude-by-26-points-on-secret-tests-alibaba-s-qwen-may-not-stay-free The Inference en 2026-11-03T15:13:23.400Z China's free AI models trail Claude by 26 points on secret tests; Alibaba's Qwen may not stay free https://theinference.org/article/ai-demand-outruns-axt-s-doubled-wafer-supply-the-up-to-545-million-fix-needs-beijing-s-sign-off The Inference en 2026-11-03T15:12:24.236Z AI demand outruns AXT's doubled wafer supply; the up to $545 million fix needs Beijing's sign-off https://theinference.org/article/kioxia-broke-the-flash-price-story-and-silicon-motion-s-own-inventory-is-now-the-risk The Inference en 2026-11-03T14:32:25.250Z Kioxia broke the flash-price story, and Silicon Motion's own inventory is now the risk https://theinference.org/article/umc-posts-its-best-quarter-in-years-then-approves-3-2-billion-to-chase-ai-work-it-does-not-have The Inference en 2026-11-03T14:29:22.056Z UMC posts its best quarter in years, then approves $3.2 billion to chase AI work it does not have https://theinference.org/article/dynatrace-beat-the-quarter-then-guided-11-million-more-shares-and-1-41-billion-of-new-notes The Inference en 2026-11-03T14:28:21.508Z Dynatrace beat the quarter, then guided 11 million more shares and $1.41 billion of new notes https://theinference.org/article/the-ftc-wants-uber-s-pricing-formulas-the-earnings-call-is-its-first-test The Inference en 2026-11-03T14:27:21.821Z The FTC wants Uber's pricing formulas. The earnings call is its first test https://theinference.org/article/sequans-nearly-triples-revenue-and-exits-bitcoin-but-sits-12-5-million-under-nyse-s-50-million-line The Inference en 2026-11-03T14:25:21.919Z Sequans nearly triples revenue and exits bitcoin, but sits $12.5 million under NYSE's $50 million line https://theinference.org/article/micron-to-buy-500-million-of-globalwafers-convertible-bonds-at-0-5-on-top-of-a-ten-year-wafer-deal The Inference en 2026-11-03T14:13:21.840Z Micron to buy $500 million of GlobalWafers convertible bonds at 0.5% on top of a ten-year wafer deal https://theinference.org/article/teradyne-s-ai-revenue-grew-70-but-it-has-2-25-billion-of-purchase-commitments-and-a-flat-q4-guide The Inference en 2026-11-03T14:12:28.244Z Teradyne's AI revenue grew 70% but it has $2.25 billion of purchase commitments and a flat Q4 guide https://theinference.org/article/onsemi-buys-ferric-for-600-million-lines-up-2-45-billion-for-synaptics-and-cuts-buybacks-to-19-9-million The Inference en 2026-11-03T14:11:22.382Z onsemi buys Ferric for $600 million, lines up $2.45 billion for Synaptics and cuts buybacks to $19.9 million https://theinference.org/article/mobileye-bets-robotaxis-won-t-need-lidar-but-israeli-grants-fund-51-million-of-its-89-million-profit The Inference en 2026-11-03T14:10:33.029Z Mobileye bets robotaxis won't need lidar, but Israeli grants fund $51 million of its $89 million profit https://theinference.org/article/gartner-s-506-profit-jump-leans-on-a-year-ago-write-down-subscription-contract-value-grew-2-5 The Inference en 2026-11-03T14:09:22.063Z Gartner's 506% profit jump leans on a year-ago write-down; subscription contract value grew 2.5% https://theinference.org/article/applied-digital-s-interest-bill-passed-its-rent-for-the-first-time-77-4-million-vs-65-8-million The Inference en 2026-11-03T14:08:21.644Z Applied Digital's interest bill passed its rent for the first time: $77.4 million vs $65.8 million https://theinference.org/article/onsemi-beat-and-its-stock-fell-anyway-as-it-rations-a-777-million-auto-business-to-feed-180-million-of-ai The Inference en 2026-11-03T04:20:15.527Z onsemi beat and its stock fell anyway as it rations a $777 million auto business to feed $180 million of AI https://theinference.org/article/super-micro-pre-announced-up-to-19-5-billion-in-sales-tonight-s-report-must-show-neocloud-customers-can-pay The Inference en 2026-11-03T02:25:15.660Z Super Micro pre-announced up to $19.5 billion in sales; tonight's report must show neocloud customers can pay https://theinference.org/article/robinhood-s-cfo-calls-the-fight-for-anthropic-ipo-retail-orders-a-food-fight-ahead-of-november-26-pricing The Inference en 2026-11-03T00:20:15.351Z Robinhood's CFO calls the fight for Anthropic IPO retail orders a 'food fight' ahead of November 26 pricing https://theinference.org/article/new-jersey-rescinds-its-coinbase-staking-ban-and-5-million-fine-coin-prices-halved-the-staking-revenue The Inference en 2026-11-02T22:16:14.984Z New Jersey rescinds its Coinbase staking ban and $5 million fine; coin prices halved the staking revenue https://theinference.org/article/meta-s-ohio-data-center-faces-tuesday-s-vote-with-90-5-of-10-202-hearing-comments-against The Inference en 2026-11-02T20:12:45.816Z Meta's Ohio data center faces Tuesday's vote with 90.5% of 10,202 hearing comments against https://theinference.org/article/salesforce-s-braze-bid-is-6-8-times-revenue-as-public-go-to-market-software-trades-near-2-7x-and-clay-at-35x The Inference en 2026-11-02T20:08:46.054Z Salesforce's Braze bid is 6.8 times revenue as public go-to-market software trades near 2.7x and Clay at 35x https://theinference.org/article/national-grid-s-first-1-44gw-at-teesside-is-contracted-to-a-rival-s-network-with-no-operator-named The Inference en 2026-11-02T20:07:46.088Z National Grid's first 1.44GW at Teesside is contracted to a rival's network, with no operator named https://theinference.org/article/daniel-ek-s-neko-health-charges-499-a-scan-8-3-times-bodyspec-s-59-95-dexa-the-follow-up-bill-is-unpriced The Inference en 2026-11-02T20:06:46.280Z Daniel Ek's Neko Health charges $499 a scan, 8.3 times BodySpec's $59.95 DEXA; the follow-up bill is unpriced https://theinference.org/article/hanmi-semiconductor-s-near-monopoly-in-hbm-stacking-missed-its-quarter-by-23-and-its-replacement-slipped-too The Inference en 2026-11-02T20:05:45.987Z Hanmi Semiconductor's near-monopoly in HBM stacking missed its quarter by 23%, and its replacement slipped too https://theinference.org/article/at-t-shuts-off-copper-for-about-90-000-customers-on-november-15-the-fcc-draft-would-end-california-s-veto The Inference en 2026-11-02T19:13:45.812Z AT&T shuts off copper for about 90,000 customers on November 15; the FCC draft would end California's veto https://theinference.org/article/veritone-s-104-million-agency-sale-has-no-buyer-or-filing-and-45-million-of-notes-come-due-this-month The Inference en 2026-11-02T19:12:46.770Z Veritone's $104 million agency sale has no buyer or filing, and $45 million of notes come due this month https://theinference.org/article/nuscale-moved-a-doosan-reactor-part-into-production-with-no-buyer-q2-revenue-was-75-000 The Inference en 2026-11-02T19:11:46.013Z NuScale moved a Doosan reactor part into production with no buyer: Q2 revenue was $75,000 https://theinference.org/article/five9-s-ai-number-is-39-million-or-undisclosed-depending-on-who-counted The Inference en 2026-11-02T19:10:45.934Z Five9's AI number is $39 million or undisclosed, depending on who counted https://theinference.org/article/spotify-s-5-ai-remix-tier-is-behind-schedule-as-sony-and-warner-stay-unsigned-the-ft-reports The Inference en 2026-11-02T19:09:45.991Z Spotify's $5 AI remix tier is behind schedule as Sony and Warner stay unsigned, the FT reports https://theinference.org/article/nidec-s-3-2mw-ai-cooler-is-on-schedule-its-audit-is-not The Inference en 2026-11-02T19:08:45.162Z Nidec's 3.2MW AI cooler is on schedule; its audit is not https://theinference.org/article/axiom-leaves-flex-with-the-growth-the-ceo-and-a-4-4-billion-debt-clock The Inference en 2026-11-02T19:07:45.881Z Axiom leaves Flex with the growth, the CEO and a $4.4 billion debt clock https://theinference.org/article/firstenergy-reserved-siemens-turbines-for-a-2-7-billion-plant-whose-customer-has-not-signed The Inference en 2026-11-02T19:06:46.373Z FirstEnergy reserved Siemens turbines for a $2.7 billion plant whose customer has not signed https://theinference.org/article/s-p-sees-2027-bond-issuance-growth-at-2-7-and-puts-meta-on-a-downgrade-clock-over-132-billion-of-deficits The Inference en 2026-11-02T18:16:24.816Z S&P sees 2027 bond issuance growth at 2.7% and puts Meta on a downgrade clock over $132 billion of deficits https://theinference.org/article/spacex-s-731-billion-bull-case-is-a-sequoia-shareholder-s-model-and-it-now-prices-a-tesla-merger The Inference en 2026-11-02T18:14:23.354Z SpaceX's $731 billion bull case is a Sequoia shareholder's model, and it now prices a Tesla merger https://theinference.org/article/williams-reports-q3-with-its-1-billion-northeast-pipeline-stuck-in-court The Inference en 2026-11-02T18:13:23.959Z Williams Reports Q3 With Its $1 Billion Northeast Pipeline Stuck in Court https://theinference.org/article/nextera-s-three-federally-backed-hubs-16-5-gw-of-ai-power-funded-with-5-7-billion-of-other-people-s-money The Inference en 2026-11-02T18:12:24.115Z NextEra's three federally backed hubs: 16.5 GW of AI power funded with $5.7 billion of other people's money https://theinference.org/article/xcel-adds-2-billion-of-2027-converts-to-a-70-billion-ai-grid-plan-that-runs-to-2031 The Inference en 2026-11-02T18:11:22.894Z Xcel adds $2 billion of 2027 converts to a $70 billion AI grid plan that runs to 2031 https://theinference.org/article/crowdstrike-ships-a-model-trained-on-ai-attacks-as-sentinelone-launches-a-rival The Inference en 2026-11-02T18:10:22.937Z CrowdStrike ships a model trained on AI attacks as SentinelOne launches a rival https://theinference.org/article/baker-hughes-banked-1-45-billion-from-hexagon-s-waygate-buy-as-its-46-4-billion-backlog-waits-for-2027 The Inference en 2026-11-02T18:09:23.108Z Baker Hughes banked $1.45 billion from Hexagon's Waygate buy as its $46.4 billion backlog waits for 2027 https://theinference.org/article/circle-asks-the-sec-to-end-the-2-haircut-on-usdc-which-costs-wall-street-20-million-per-1-billion The Inference en 2026-11-02T18:08:22.660Z Circle asks the SEC to end the 2% haircut on USDC, which costs Wall Street $20 million per $1 billion https://theinference.org/article/hedge-funds-sold-iren-as-ai-exposure-4-billion-of-contracts-must-convert-on-november-5 The Inference en 2026-11-02T18:07:22.998Z Hedge funds sold IREN as AI exposure; $4 billion of contracts must convert on November 5 https://theinference.org/article/shutterstock-cancels-its-november-5-call-and-reinstates-founder-jon-oringer-as-getty-files-chapter-11 The Inference en 2026-11-02T17:14:23.479Z Shutterstock cancels its November 5 call and reinstates founder Jon Oringer as Getty files Chapter 11 https://theinference.org/article/american-tower-owns-dish-s-abandoned-5g-radios-spacex-may-be-the-buyer-as-us-property-revenue-falls-3 The Inference en 2026-11-02T17:13:24.051Z American Tower owns Dish's abandoned 5G radios; SpaceX may be the buyer as US property revenue falls 3% https://theinference.org/article/marvell-struck-its-lumentum-deal-at-1-132-a-share-by-late-morning-it-pays-about-819 The Inference en 2026-11-02T17:12:25.461Z Marvell Struck Its Lumentum Deal at $1,132 a Share; by Late Morning It Pays About $819 https://theinference.org/article/honeywell-aerospace-beat-estimates-fell-9-6-anyway-and-faces-a-suit-over-its-first-two-months-of-trading The Inference en 2026-11-02T17:11:24.961Z Honeywell Aerospace beat estimates, fell 9.6% anyway, and faces a suit over its first two months of trading https://theinference.org/article/equinix-s-record-quarter-ran-on-3-8-billion-of-new-debt-and-a-2-billion-stock-shelf The Inference en 2026-11-02T17:10:23.983Z Equinix's record quarter ran on $3.8 billion of new debt and a $2 billion stock shelf https://theinference.org/article/the-army-signed-919-million-of-low-code-ceilings-appian-s-500-million-half-carries-no-drawn-dollar The Inference en 2026-11-02T17:09:22.979Z The Army signed $919 million of low-code ceilings; Appian's $500 million half carries no drawn dollar https://theinference.org/article/chime-insiders-sold-620-million-in-90-days-and-its-growth-consensus-is-30-not-43-5 The Inference en 2026-11-02T17:08:23.006Z Chime insiders sold $620 million in 90 days, and its growth consensus is 30%, not 43.5% https://theinference.org/article/vistra-s-5-500-megawatts-of-new-gas-skipped-texas-friday-s-report-prices-them The Inference en 2026-11-02T17:07:24.299Z Vistra's 5,500 megawatts of new gas skipped Texas. Friday's report prices them. https://theinference.org/article/entergy-earned-1-98-beat-by-31-cents-arkansas-regulators-get-google-s-battery-terms-november-9 The Inference en 2026-11-02T17:06:23.243Z Entergy earned $1.98, beat by 31 cents; Arkansas regulators get Google's battery terms November 9 https://theinference.org/article/dominion-energy-s-offshore-wind-fell-from-83-to-62-per-megawatt-hour-and-certificates-did-it The Inference en 2026-11-02T17:05:23.891Z Dominion Energy's offshore wind fell from $83 to $62 per megawatt-hour, and certificates did it https://theinference.org/article/dynatrace-s-crowdstrike-deal-lands-a-day-before-earnings-with-the-stock-down-8-2-in-two-sessions The Inference en 2026-11-02T17:04:23.176Z Dynatrace's CrowdStrike deal lands a day before earnings, with the stock down 8.2% in two sessions https://theinference.org/article/new-jersey-s-buy-now-pay-later-bill-adds-treble-damages-and-void-loans-aimed-at-affirm-and-klarna The Inference en 2026-11-02T16:56:23.243Z New Jersey's buy-now-pay-later bill adds treble damages and void loans, aimed at Affirm and Klarna https://theinference.org/article/doximity-reports-november-5-growth-slowed-from-23-2-to-7-3-while-a-securities-suit-names-its-ceo The Inference en 2026-11-02T16:51:22.000Z Doximity reports November 5: growth slowed from 23.2% to 7.3% while a securities suit names its CEO https://theinference.org/article/veeva-s-ai-agents-have-five-customers-and-no-published-price-and-the-stock-already-tops-its-303-52-target The Inference en 2026-11-02T16:42:21.913Z Veeva's AI agents have five customers and no published price, and the stock already tops its $303.52 target https://theinference.org/article/rubrik-s-best-quarter-met-a-10-1-selloff-and-138-insider-sales-with-zero-buys The Inference en 2026-11-02T16:36:22.022Z Rubrik's best quarter met a 10.1% selloff, and 138 insider sales with zero buys https://theinference.org/article/sterlite-s-record-quarter-met-two-limit-downs-the-35-274-crore-order-book-is-the-question The Inference en 2026-11-02T16:29:22.073Z Sterlite's record quarter met two limit-downs: the ₹35,274 crore order book is the question https://theinference.org/article/vertiv-jumped-16-on-an-order-number-with-no-dollar-value The Inference en 2026-11-02T16:22:21.992Z Vertiv jumped 16% on an order number with no dollar value https://theinference.org/article/thailand-paused-data-center-approvals-delta-electronics-chose-penang-and-its-taipei-shares-fell-9-8 The Inference en 2026-11-02T16:18:22.283Z Thailand paused data center approvals; Delta Electronics chose Penang and its Taipei shares fell 9.8% https://theinference.org/article/tesla-s-shanghai-exports-hit-51-of-china-wholesale-as-domestic-sales-fell-11-9 The Inference en 2026-11-02T16:17:22.272Z Tesla's Shanghai exports hit 51% of China wholesale as domestic sales fell 11.9% https://theinference.org/article/hubbell-data-center-sales-grew-over-80-nvent-guided-q4-organic-growth-to-26-to-29-down-from-44 The Inference en 2026-11-02T16:15:22.130Z Hubbell data center sales grew over 80%; nVent guided Q4 organic growth to 26% to 29%, down from 44% https://theinference.org/article/zoom-guided-6-to-8-growth-for-2030-but-enterprise-customers-still-spend-99-cents-of-last-year-s-dollar The Inference en 2026-11-02T16:10:22.127Z Zoom guided 6% to 8% growth for 2030, but enterprise customers still spend 99 cents of last year's dollar https://theinference.org/article/coreweave-borrowed-2-6-billion-for-five-years-against-contracts-averaging-three-one-point-dearer-than-may The Inference en 2026-11-02T16:09:21.895Z CoreWeave borrowed $2.6 billion for five years against contracts averaging three, one point dearer than May https://theinference.org/article/employers-are-cutting-glp-1-coverage-novo-nordisk-sells-wegovy-outside-insurance-for-149-to-199-a-month The Inference en 2026-11-02T16:08:22.151Z Employers are cutting GLP-1 coverage; Novo Nordisk sells Wegovy outside insurance for $149 to $199 a month https://theinference.org/article/brookfield-renewable-won-99-7-of-the-vote-and-still-had-to-postpone-it The Inference en 2026-11-02T16:07:21.843Z Brookfield Renewable won 99.7% of the vote and still had to postpone it https://theinference.org/article/asus-s-150-server-growth-just-ran-into-a-32-server-export-control-problem The Inference en 2026-11-02T16:06:22.348Z ASUS's 150% server growth just ran into a 32-server export-control problem https://theinference.org/article/apple-puts-alibaba-s-qwen-inside-siri-in-china-in-december-with-no-price-or-revenue-split-public The Inference en 2026-11-02T16:05:21.737Z Apple puts Alibaba's Qwen inside Siri in China in December, with no price or revenue split public https://theinference.org/article/microsoft-is-giving-away-the-work-intuit-sells-and-the-bill-arrives-on-november-19 The Inference en 2026-11-02T16:04:22.196Z Microsoft is giving away the work Intuit sells, and the bill arrives on November 19 https://theinference.org/article/tokyo-sold-screen-s-second-half-before-it-ships The Inference en 2026-11-02T16:03:22.142Z Tokyo sold SCREEN's second half before it ships https://theinference.org/article/google-built-the-top-ranked-ai-model-and-the-market-still-erased-500-billion-in-a-day The Inference en 2026-11-02T15:54:22.555Z Google built the top-ranked AI model and the market still erased $500 billion in a day https://theinference.org/article/molina-called-its-6-billion-florida-launch-nearly-flawless-the-state-is-investigating-unpaid-claims The Inference en 2026-11-02T15:50:21.585Z Molina called its $6 billion Florida launch 'nearly flawless'; the state is investigating unpaid claims https://theinference.org/article/servicenow-fell-26-9-its-1-7-billion-ai-target-is-arriving-as-services-not-subscriptions The Inference en 2026-11-02T15:43:22.493Z ServiceNow fell 26.9%: its $1.7 billion AI target is arriving as services, not subscriptions https://theinference.org/article/figma-opens-its-canvas-to-claude-code-and-cursor-as-growth-slows-from-48-to-36 The Inference en 2026-11-02T15:42:21.659Z Figma opens its canvas to Claude Code and Cursor as growth slows from 48% to 36% https://theinference.org/article/posta-romana-owns-0-48-of-romania-s-lockers-as-the-eu-s-2-parcel-fee-lands The Inference en 2026-11-02T15:41:21.681Z Poșta Română owns 0.48% of Romania's lockers as the EU's €2 parcel fee lands https://theinference.org/article/palantir-s-330-million-nhs-platform-29-trusts-say-they-are-not-using-it-before-tonight-s-print The Inference en 2026-11-02T15:40:21.421Z Palantir's £330 million NHS platform: 29 trusts say they are not using it before tonight's print https://theinference.org/article/schwab-made-docusign-mandatory-for-11-000-advisory-firms-on-november-2-and-nobody-said-what-it-pays The Inference en 2026-11-02T15:39:22.161Z Schwab made Docusign mandatory for 11,000 advisory firms on November 2, and nobody said what it pays https://theinference.org/article/sandisk-s-record-quarter-crashed-anyway-the-flash-pricing-engine-that-drove-it-just-stalled The Inference en 2026-11-02T15:38:21.745Z Sandisk's record quarter crashed anyway: the flash pricing engine that drove it just stalled https://theinference.org/article/denmark-is-the-first-eu-proof-the-parcel-duty-bites-temu-slides-to-10th The Inference en 2026-11-02T15:37:22.216Z Denmark is the first EU proof the parcel duty bites: Temu slides to 10th https://theinference.org/article/the-pentagon-has-laser-money-to-spend-nlight-is-waiting-on-chinese-optics The Inference en 2026-11-02T15:36:21.396Z The Pentagon has laser money to spend; nLIGHT is waiting on Chinese optics https://theinference.org/article/ftc-and-eight-states-sue-toast-over-hidden-fees-taking-aim-at-a-6-billion-payments-machine The Inference en 2026-11-02T15:35:21.531Z FTC and eight states sue Toast over hidden fees, taking aim at a $6 billion payments machine https://theinference.org/article/tempus-posts-record-revenue-and-a-first-adjusted-profit-with-a-1-5-billion-stock-deal-still-on-the-table The Inference en 2026-11-02T15:34:21.277Z Tempus posts record revenue and a first adjusted profit, with a $1.5 billion stock deal still on the table https://theinference.org/article/tokyo-electron-guides-profit-up-87-and-lam-research-s-capped-december-guide-implies-61-growth The Inference en 2026-11-02T15:33:23.734Z Tokyo Electron guides profit up 87%, and Lam Research's capped December guide implies 61% growth https://theinference.org/article/arrow-electronics-1-02-billion-cash-flow-was-settlement-timing-enterprise-computing-lost-48-3-million The Inference en 2026-11-02T15:32:21.136Z Arrow Electronics' $1.02 billion cash flow was settlement timing; enterprise computing lost $48.3 million https://theinference.org/article/pegasystems-lost-hmrc-s-crm-deal-up-to-2-billion-to-salesforce-but-kept-a-419-million-army-award The Inference en 2026-11-02T15:31:21.735Z Pegasystems lost HMRC's CRM deal, up to £2 billion, to Salesforce but kept a $419 million Army award https://theinference.org/article/kkr-carlyle-and-oaktree-consider-buying-discounted-loans-as-286-credit-lines-open-near-a-record The Inference en 2026-11-02T15:30:21.463Z KKR, Carlyle and Oaktree consider buying discounted loans as 286 credit lines open near a record https://theinference.org/article/fabrinet-reports-tonight-on-1-4-billion-as-innolight-and-eoptolink-blame-floods-not-fading-ai-orders The Inference en 2026-11-02T15:28:20.900Z Fabrinet reports tonight on $1.4 billion as Innolight and Eoptolink blame floods, not fading AI orders https://theinference.org/article/applovin-reports-november-4-with-53-growth-and-a-securities-suit-at-its-back-unity-prints-thursday The Inference en 2026-11-02T15:27:21.334Z AppLovin reports November 4 with 53% growth and a securities suit at its back, Unity prints Thursday https://theinference.org/article/tower-semiconductor-guides-to-a-2-4-billion-run-rate-as-ai-optics-customers-prepay-through-2029 The Inference en 2026-11-02T14:25:21.499Z Tower Semiconductor guides to a $2.4 billion run rate as AI optics customers prepay through 2029 https://theinference.org/article/shorts-fled-magnachip-at-2-40-its-ceo-paid-3-18-six-weeks-ago The Inference en 2026-11-02T14:20:20.405Z Shorts fled Magnachip at $2.40. Its CEO paid $3.18 six weeks ago. https://theinference.org/article/micron-has-75-of-2027-output-committed-and-sk-hynix-booked-into-2028-yet-memory-stocks-price-a-crash The Inference en 2026-11-02T14:19:33.131Z Micron has 75% of 2027 output committed and SK hynix booked into 2028, yet memory stocks price a crash https://theinference.org/article/kulicke-and-soffa-s-revenue-doubled-on-legacy-wire-bonding-while-the-ai-named-segment-lost-12-6-million The Inference en 2026-11-02T14:18:20.243Z Kulicke and Soffa's revenue doubled on legacy wire bonding while the AI-named segment lost $12.6 million https://theinference.org/article/arteris-is-down-52-from-its-june-high-royalties-grew-65-and-cash-guidance-is-gone-before-november-5 The Inference en 2026-11-02T14:17:20.586Z Arteris is down 52% from its June high, royalties grew 65%, and cash guidance is gone before November 5 https://theinference.org/article/quanta-services-63-73-billion-backlog-says-ai-grid-work-is-supply-bound-not-a-demand-cliff The Inference en 2026-11-02T14:16:20.212Z Quanta Services' $63.73 billion backlog says AI grid work is supply-bound, not a demand cliff https://theinference.org/article/dayforce-launched-agents-it-has-not-priced-workday-s-ai-revenue-is-near-600-million The Inference en 2026-11-02T14:15:23.682Z Dayforce launched agents it has not priced; Workday's AI revenue is near $600 million https://theinference.org/article/fluence-energy-lands-vattenfall-s-254-mw-battery-order-as-ubs-halves-its-target-to-6 The Inference en 2026-11-02T14:14:19.904Z Fluence Energy lands Vattenfall's 254 MW battery order as UBS halves its target to $6 https://theinference.org/article/cerebras-faces-its-november-unlock-down-72-with-a-25-4-billion-backlog-resting-mostly-on-openai The Inference en 2026-11-02T14:13:19.872Z Cerebras faces its November unlock down 72% with a $25.4 billion backlog resting mostly on OpenAI https://theinference.org/article/ares-management-sizes-ai-spending-near-5-trillion-and-lends-on-the-buildings-not-the-3-trillion-of-chips The Inference en 2026-11-02T14:12:20.214Z Ares Management sizes AI spending near $5 trillion and lends on the buildings, not the $3 trillion of chips https://theinference.org/article/reddit-is-losing-a-million-search-visits-a-week-so-huffman-is-locking-the-door The Inference en 2026-11-02T14:11:20.375Z Reddit is losing a million search visits a week, so Huffman is locking the door https://theinference.org/article/openai-wants-data-centers-called-compute-campuses-the-power-bill-still-decides-the-buildout The Inference en 2026-11-02T02:00:13.331Z OpenAI wants data centers called 'compute campuses'; the power bill still decides the buildout https://theinference.org/article/crowdstrike-at-189-times-forward-earnings-as-openai-and-anthropic-come-for-the-150-billion-security-budget The Inference en 2026-11-02T00:16:09.489Z CrowdStrike at 189 times forward earnings as OpenAI and Anthropic come for the $150 billion security budget