https://theinference.org/article/the-vote-repriced-the-war-drone-and-missile-stocks-fell-double-digits-and-kratos-reports-tomorrow The Inference en 2026-11-04T22:29:09.478Z The vote repriced the war: drone-and-missile stocks fell double digits, and Kratos reports tomorrow https://theinference.org/article/microsoft-could-not-take-delivery-the-market-cheered-and-iren-reports-thursday The Inference en 2026-11-04T22:28:12.771Z Microsoft could not take delivery, the market cheered, and IREN reports Thursday https://theinference.org/article/qualcomm-s-handset-chip-sales-fell-26-as-ai-took-the-memory-its-data-center-push-brought-650-million The Inference en 2026-11-04T22:20:10.078Z Qualcomm's handset chip sales fell 26% as AI took the memory; its data-center push brought $650 million https://theinference.org/article/uber-counted-four-ai-agent-rides-in-a-week-of-320-million-trips The Inference en 2026-11-04T22:19:10.247Z Uber counted four AI-agent rides in a week of 320 million trips https://theinference.org/article/morgan-stanley-data-centers-outbuy-utilities-on-batteries-in-2030-tesla-s-energy-backlog-is-10-7-billion The Inference en 2026-11-04T20:20:07.337Z Morgan Stanley: data centers outbuy utilities on batteries in 2030; Tesla's energy backlog is $10.7 billion https://theinference.org/article/democrats-won-texas-on-a-data-center-pause-vistra-fell-as-much-as-15-5-and-coreweave-s-bonds-hit-79-5-cents The Inference en 2026-11-04T20:17:07.420Z Democrats won Texas on a data-center pause; Vistra fell as much as 15.5% and CoreWeave's bonds hit 79.5 cents https://theinference.org/article/penguin-solutions-sold-cree-led-to-transom-capital-with-no-price-10-of-its-2027-sales-are-still-in-guidance The Inference en 2026-11-04T20:11:07.177Z Penguin sold Cree LED for an undisclosed price, but its fiscal 2027 guidance still counts the sales https://theinference.org/article/aep-built-the-machine-for-its-ai-load-before-the-load-exists-and-jacobs-gets-paid-either-way The Inference en 2026-11-04T20:10:07.186Z AEP built the machine for its AI load before the load exists, and Jacobs gets paid either way https://theinference.org/article/intel-ceo-lip-bu-tan-bought-9-7-million-of-stock-at-64-73-two-sessions-later-chips-hit-five-month-lows The Inference en 2026-11-04T19:17:22.357Z Intel CEO Lip-Bu Tan bought $9.7 million of stock at $64.73; two sessions later chips hit five-month lows https://theinference.org/article/riot-signed-a-28-billion-15-year-texas-lease-as-cipher-s-odds-of-signing-one-were-halved-after-the-vote The Inference en 2026-11-04T19:15:23.053Z Riot signed a $28 billion, 15-year Texas lease as Cipher's odds of signing one were halved after the vote https://theinference.org/article/one-stop-systems-raised-guidance-twice-and-filed-to-sell-up-to-50-million-of-stock-41-of-its-market-value The Inference en 2026-11-04T19:09:22.160Z One Stop Systems raised guidance twice and filed to sell up to $50 million of stock, 41% of its market value https://theinference.org/article/brookfield-s-95-mwh-hydro-deals-put-a-price-on-ai-power-hunger The Inference en 2026-11-04T19:08:22.332Z Brookfield's $95/MWh hydro deals put a price on AI power hunger https://theinference.org/article/accenture-selling-safe-ai-to-9-000-clients-published-15-fake-citations-in-its-own-research The Inference en 2026-11-04T18:15:23.121Z Accenture, selling safe AI to 9,000 clients, published 15 fake citations in its own research https://theinference.org/article/lucid-bots-washed-a-23-story-casino-tower-by-drone-and-opened-a-250-waiting-list-with-no-price-on-it The Inference en 2026-11-04T18:12:22.235Z Lucid Bots washed a 23-story casino tower by drone and opened a $250 waiting list with no price on it https://theinference.org/article/a16z-s-90-3-million-bought-a-light-touch-washington-the-midterms-moved-the-bottleneck-past-it The Inference en 2026-11-04T18:11:22.594Z a16z's $90.3 million bought a light-touch Washington. The midterms moved the bottleneck past it https://theinference.org/article/cipher-digital-booked-5-85-million-of-first-ai-rent-against-6-7-billion-of-debt The Inference en 2026-11-04T18:10:22.988Z Cipher Digital booked $5.85 million of first AI rent against $6.7 billion of debt https://theinference.org/article/uipath-picks-the-invoice-as-its-unit-of-ai-billing The Inference en 2026-11-04T18:09:22.657Z UiPath picks the invoice as its unit of AI billing https://theinference.org/article/maxlinear-a-5-6-billion-optical-chip-maker-fell-8-7-on-marvell-s-115-billion-lumentum-deal The Inference en 2026-11-04T18:08:22.953Z MaxLinear, a $5.6 billion optical chip maker, fell 8.7% on Marvell's $115 billion Lumentum deal https://theinference.org/article/citi-sees-a-hard-reset-coming-for-adobe-before-the-new-ceo-even-starts The Inference en 2026-11-04T17:21:21.713Z Citi sees a hard reset coming for Adobe before the new CEO even starts https://theinference.org/article/meta-buys-williams-power-blackstone-s-5-34-billion-builds-it The Inference en 2026-11-04T17:20:21.344Z Meta Buys Williams Power; Blackstone's $5.34 Billion Builds It https://theinference.org/article/trane-booked-a-12-5-billion-backlog-and-the-market-still-sold-it The Inference en 2026-11-04T17:19:20.973Z Trane booked a $12.5 billion backlog, and the market still sold it https://theinference.org/article/a-week-after-the-ftc-demanded-uber-s-pricing-formulas-its-ceo-described-the-algorithms-in-action The Inference en 2026-11-04T17:18:21.313Z A week after the FTC demanded Uber's pricing formulas, its CEO described the algorithms in action https://theinference.org/article/generac-s-amazon-warrant-is-worth-112-5-million-more-than-its-quarter-s-profit-and-cuts-amazon-revenue The Inference en 2026-11-04T17:17:21.313Z Generac's Amazon warrant is worth $112.5 million, more than its quarter's profit, and cuts Amazon revenue https://theinference.org/article/first-solar-s-11-election-rally-ignored-a-december-4-import-floor-that-moves-production-to-gaffney The Inference en 2026-11-04T17:16:21.139Z First Solar's 16% election rally ignored a December 4 import floor that moves production to Gaffney https://theinference.org/article/crowdstrike-sentinelone-and-evoke-security-claimed-the-same-seat-inside-anthropic-s-claude-cowork-in-24-hours The Inference en 2026-11-04T17:15:22.565Z CrowdStrike, SentinelOne and Evoke Security claimed the same seat inside Anthropic's Claude Cowork in 24 hours https://theinference.org/article/unity-ties-1-3-billion-of-studio-ad-financing-to-its-data-framework-as-applovin-seeks-a-restraining-order The Inference en 2026-11-04T17:14:21.076Z Unity ties $1.3 billion of studio ad financing to its data framework as AppLovin seeks a restraining order https://theinference.org/article/whitefiber-s-865-million-lease-is-signed-delivering-it-is-what-the-market-doubts The Inference en 2026-11-04T17:13:22.078Z WhiteFiber's $865 million lease is signed; delivering it is what the market doubts https://theinference.org/article/panasonic-s-taiwan-laminate-plant-burned-one-of-five-megtron-sources-after-a-710-billion-ai-forecast-raise The Inference en 2026-11-04T17:12:22.836Z Panasonic's Taiwan laminate plant burned, one of five MEGTRON sources, after a ¥710 billion AI forecast raise https://theinference.org/article/xai-bought-jet-engines-for-colossus-2-but-its-legal-power-is-cut-in-half-by-july-2027 The Inference en 2026-11-04T17:11:21.180Z xAI bought jet engines for Colossus 2, but its legal power is cut in half by July 2027 https://theinference.org/article/s-p-priced-meta-s-15-billion-notes-at-220-basis-points-nearly-twice-april-s-amid-ai-debt-it-cannot-see The Inference en 2026-11-04T16:32:20.771Z S&P priced Meta's $15 billion notes at 220 basis points, nearly twice April's, amid AI debt it cannot see https://theinference.org/article/snowflake-shipped-ai-spending-caps-as-a-13-drop-priced-in-amazon-s-and-oracle-s-capex The Inference en 2026-11-04T16:24:20.725Z Snowflake shipped AI spending caps as a 13% drop priced in Amazon's and Oracle's capex https://theinference.org/article/freeport-mcmoran-approved-a-4-5-billion-bagdad-copper-mine-its-cost-guide-depends-on-molybdenum The Inference en 2026-11-04T16:23:20.853Z Freeport-McMoRan approved a $4.5 billion Bagdad copper mine; its cost guide depends on molybdenum https://theinference.org/article/s-p-gave-equinix-s-new-bonds-a-6-5x-downgrade-trigger-its-shareholders-face-5x-and-election-risk The Inference en 2026-11-04T16:22:21.053Z S&P gave Equinix's new bonds a 6.5x downgrade trigger; its shareholders face 5x and election risk https://theinference.org/article/siemens-and-aes-put-their-executives-in-fluence-s-top-jobs-as-a-6-4-billion-backlog-suit-nears-deadline The Inference en 2026-11-04T16:21:21.604Z Siemens and AES put their executives in Fluence's top jobs as a $6.4 billion backlog suit nears deadline https://theinference.org/article/emerson-electric-beat-orders-rose-14-and-the-stock-fell-5-6-as-its-2027-plan-spends-all-free-cash-flow The Inference en 2026-11-04T16:20:21.328Z Emerson Electric beat, orders rose 14%, and the stock fell 5.6% as its 2027 plan spends all free cash flow https://theinference.org/article/cdw-grew-sales-17-7-but-gross-margin-fell-140-basis-points-to-20-5-as-hardware-mix-grew The Inference en 2026-11-04T16:19:21.160Z CDW grew sales 17.7%, but gross margin fell 140 basis points to 20.5% as hardware mix grew https://theinference.org/article/x-energy-buys-its-first-xe-100-steel-before-the-permit-exists-the-cash-test-lands-november-12 The Inference en 2026-11-04T16:18:21.132Z X-energy buys its first Xe-100 steel before the permit exists: the cash test lands November 12 https://theinference.org/article/check-point-software-revenue-fell-1-to-670-million-and-billings-fell-5-and-the-recovery-moved-to-2027 The Inference en 2026-11-04T16:17:20.774Z Check Point Software revenue fell 1% to $670 million and billings fell 5%, and the recovery moved to 2027 https://theinference.org/article/democrats-won-the-midterms-coreweave-s-4-4-billion-of-2026-debt-now-waits-on-texas The Inference en 2026-11-04T16:16:21.464Z Democrats won the midterms; CoreWeave's $4.4 billion of 2026 debt now waits on Texas https://theinference.org/article/google-commits-15-billion-to-malaysian-data-centers-after-texas-and-ohio-voters-backed-buildout-pauses The Inference en 2026-11-04T16:15:21.397Z Google commits $15 billion to Malaysian data centers after Texas and Ohio voters backed buildout pauses https://theinference.org/article/vishay-s-record-quarter-and-12-surge-leave-the-stock-2-94-below-its-30-16-note-conversion-price The Inference en 2026-11-04T16:14:21.419Z Vishay's record quarter and 12% surge leave the stock $2.94 below its $30.16 note conversion price https://theinference.org/article/murata-s-6-3-billion-capacitor-build-lands-after-trendforce-dates-the-shortage-peak-to-early-2027 The Inference en 2026-11-04T16:13:21.377Z Murata's $6.3 billion capacitor build lands after TrendForce dates the shortage peak to early 2027 https://theinference.org/article/cerebras-s-customer-pays-3-to-5x-for-2-000-tokens-a-second-culper-research-says-the-wafers-fail-in-2-years The Inference en 2026-11-04T16:12:20.790Z Cerebras's customer pays 3 to 5x for 2,000 tokens a second; Culper Research says the wafers fail in 2 years https://theinference.org/article/wishbone-votes-against-avnet-s-chairman-over-a-650-million-convertible-with-a-70-27-conversion-price The Inference en 2026-11-04T16:11:21.570Z Wishbone votes against Avnet's chairman over a $650 million convertible with a $70.27 conversion price https://theinference.org/article/toast-s-ai-grew-the-fee-line-the-ftc-suit-wants-to-unwind The Inference en 2026-11-04T16:10:21.555Z Toast's AI grew the fee line the FTC suit wants to unwind https://theinference.org/article/fema-opened-250-million-more-for-counter-drone-gear-ondas-is-45-5-short-and-sells-it The Inference en 2026-11-04T16:09:21.687Z FEMA opened $250 million more for counter-drone gear; Ondas is 45.5% short and sells it https://theinference.org/article/hut-8-booked-189-5-million-of-profit-on-413-8-million-of-bitcoin-gains-as-revenue-fell The Inference en 2026-11-04T16:08:21.092Z Hut 8 booked $189.5 million of profit on $413.8 million of bitcoin gains as revenue fell https://theinference.org/article/super-micro-raised-guidance-to-82-billion-while-dell-s-21-3-billion-inventory-tests-the-memory-shortage The Inference en 2026-11-04T15:54:28.056Z Super Micro raised guidance to $82 billion while Dell's $21.3 billion inventory tests the memory shortage https://theinference.org/article/cisco-s-6-billion-ai-backlog-comes-due-on-november-12-at-three-points-of-margin The Inference en 2026-11-04T15:53:20.507Z Cisco's $6 billion AI backlog comes due on November 12, at three points of margin https://theinference.org/article/ambience-s-klas-validation-put-37-500-a-year-on-each-er-doctor-6-69-billion-abridge-sells-minutes The Inference en 2026-11-04T15:49:20.295Z Ambience's KLAS validation put $37,500 a year on each ER doctor; $6.69 billion Abridge sells minutes https://theinference.org/article/trendforce-says-china-s-review-of-marvell-s-115-billion-lumentum-deal-turns-on-chinese-laser-buyers The Inference en 2026-11-04T15:45:20.466Z Marvell's $115 billion Lumentum swap already trades $31 billion under the headline, and China now decides it https://theinference.org/article/microsoft-s-copilot-now-fronts-mongodb-s-data-as-insiders-sell-66-8-million-and-buy-nothing The Inference en 2026-11-04T15:26:20.507Z Microsoft's Copilot now fronts MongoDB's data as insiders sell $66.8 million and buy nothing https://theinference.org/article/zebra-technologies-beat-and-raised-guidance-but-a-145-million-memory-bill-sent-the-stock-down-9 The Inference en 2026-11-04T15:25:20.324Z Zebra Technologies beat and raised guidance, but a $145 million memory bill sent the stock down 9% https://theinference.org/article/amd-bought-fei-fei-li-s-world-labs-for-8-2-billion-in-stock-as-data-center-sales-jumped-97 The Inference en 2026-11-04T15:20:20.410Z AMD bought Fei-Fei Li's World Labs for $8.2 billion in stock as data center sales jumped 97% https://theinference.org/article/lilly-spent-18-2-billion-on-its-next-franchise-its-own-filing-lists-what-failed The Inference en 2026-11-04T15:19:20.121Z Lilly spent $18.2 billion on its next franchise. Its own filing lists what failed. https://theinference.org/article/salesforce-signed-14-billion-of-ai-deals-on-debt-that-more-than-tripled-in-a-year The Inference en 2026-11-04T15:18:20.019Z Salesforce signed $14 billion of AI deals on debt that more than tripled in a year https://theinference.org/article/uber-policy-chief-jill-hazelbaker-leaves-for-openai-on-november-30-ahead-of-its-ftc-pricing-response The Inference en 2026-11-04T15:17:20.013Z Uber policy chief Jill Hazelbaker leaves for OpenAI on November 30, ahead of its FTC pricing response https://theinference.org/article/perplexity-s-agent-now-runs-the-campaigns-klaviyo-charges-for-and-klaviyo-reports-tonight The Inference en 2026-11-04T15:16:20.812Z Perplexity's agent now runs the campaigns Klaviyo charges for, and Klaviyo reports tonight https://theinference.org/article/doordash-s-order-growth-was-28-with-deliveroo-and-17-without-and-the-ex-deliveroo-line-ends The Inference en 2026-11-04T15:15:20.563Z DoorDash's order growth was 28% with Deliveroo and 17% without, and the ex-Deliveroo line ends https://theinference.org/article/procore-s-stock-jumped-15-69-on-a-402-3-million-beat-dronedeploy-supplied-2-of-19-growth-points The Inference en 2026-11-04T15:14:20.257Z Procore's stock jumped 15.69% on a $402.3 million beat; DroneDeploy supplied 2 of 19 growth points https://theinference.org/article/snowflake-named-glean-a-customer-of-cortex-ai-gateway-glean-launched-a-rival-context-layer-the-same-day The Inference en 2026-11-04T15:13:21.217Z Snowflake named Glean a Cortex AI Gateway customer; Glean launched a rival context layer the same day https://theinference.org/article/qnity-electronics-the-dupont-spin-off-raised-2026-guidance-while-nine-month-operating-cash-flow-fell-17 The Inference en 2026-11-04T15:12:20.240Z Qnity Electronics, the DuPont spin-off, raised 2026 guidance while nine-month operating cash flow fell 17% https://theinference.org/article/formfactor-sold-teradyne-a-2-9-stake-at-134-a-share-53-above-the-market-after-a-record-quarter The Inference en 2026-11-04T15:11:24.542Z FormFactor sold Teradyne a 2.9% stake at $134 a share, 53% above the market, after a record quarter https://theinference.org/article/florida-regulators-rejected-duke-energy-s-data-center-tariff-5-0-evergy-filed-61-million-less-in-missouri The Inference en 2026-11-04T15:10:20.858Z Florida regulators rejected Duke Energy's data-center tariff 5-0; Evergy filed $61 million less in Missouri https://theinference.org/article/datadog-grew-revenue-35-beat-every-line-and-still-lost-11-on-a-flat-december-guide The Inference en 2026-11-04T15:02:20.113Z Datadog grew revenue 35%, beat every line, and still lost 11% on a flat December guide https://theinference.org/article/google-backstops-anthropic-s-19-billion-terawulf-lease-and-takes-equity-if-anthropic-stops-paying The Inference en 2026-11-04T14:22:20.210Z Google backstops Anthropic's $19 billion TeraWulf lease and takes equity if Anthropic stops paying https://theinference.org/article/fermi-s-fired-founder-files-to-sell-2-6-million-shares-as-its-first-tenant-lease-misses-closing The Inference en 2026-11-04T14:09:19.478Z Fermi's fired founder files to sell 2.6 million shares as its first tenant lease misses closing https://theinference.org/article/novo-nordisk-halves-wegovy-s-us-price-to-675-and-lifts-2026-guidance-for-the-third-time The Inference en 2026-11-04T14:08:25.777Z Novo Nordisk halves Wegovy's US price to $675 and lifts 2026 guidance for the third time https://theinference.org/article/centerpoint-s-70-7-billion-capital-plan-hangs-on-12-gw-texas-froze-until-a-december-audit The Inference en 2026-11-04T14:07:24.130Z CenterPoint's $70.7 billion capital plan hangs on 12 GW Texas froze until a December audit https://theinference.org/article/canva-cuts-22-of-staff-as-ai-costs-bite-adobe-trades-at-13-6-times-earnings The Inference en 2026-11-04T14:06:24.144Z Canva cuts 22% of staff as AI costs bite; Adobe trades at 13.6 times earnings https://theinference.org/article/circle-booked-182-million-selling-its-own-token-while-usdc-circulation-stayed-flat-at-73-9-billion The Inference en 2026-11-04T14:05:19.609Z Circle booked $182 million selling its own token while USDC circulation stayed flat at $73.9 billion https://theinference.org/article/block-s-cash-app-deal-with-doj-is-expected-to-cost-764-million-as-lending-losses-jump-65-6 The Inference en 2026-11-04T14:04:19.610Z Block's Cash App deal with DOJ is expected to cost $764 million as lending losses jump 65.6% https://theinference.org/article/astera-labs-584-9-million-quarter-ran-53-through-one-customer-up-from-23-a-year-earlier The Inference en 2026-11-04T14:03:19.819Z Astera Labs' $584.9 million quarter ran 53% through one customer, up from 23% a year earlier https://theinference.org/article/morgan-stanley-cut-its-spacex-borrowing-forecast-to-390-billion-keybanc-sees-475-billion-of-capex The Inference en 2026-11-04T14:02:19.480Z Morgan Stanley cut its SpaceX borrowing forecast to $390 billion; KeyBanc sees $475 billion of capex https://theinference.org/article/super-micro-passed-its-funding-test-customers-prepaid-about-3-1-billion-but-one-is-44-of-sales The Inference en 2026-11-04T14:01:21.561Z Super Micro passed its funding test: customers prepaid about $3.1 billion, but one is 44% of sales https://theinference.org/article/heron-s-shared-fraud-network-lets-rival-loan-funders-flag-defaults-early-against-2-billion-of-yearly-losses The Inference en 2026-11-04T04:24:15.671Z Heron's shared fraud network lets rival loan funders flag defaults early, against $2 billion of yearly losses https://theinference.org/article/meta-spins-out-supernatural-the-new-owner-charges-20-a-month-as-legacy-subscriptions-end-december-3 The Inference en 2026-11-04T04:23:15.305Z Meta spins out Supernatural; the new owner charges $20 a month as legacy subscriptions end December 3 https://theinference.org/article/agents-write-the-app-glide-keeps-the-software The Inference en 2026-11-04T04:22:15.961Z Agents write the app, Glide keeps the software https://theinference.org/article/exelon-s-comed-holds-721-million-against-a-3-1-billion-data-center-bill-illinois-rules-december-15 The Inference en 2026-11-04T04:21:15.727Z Exelon's ComEd holds $721 million against a $3.1 billion data-center bill; Illinois rules December 15 https://theinference.org/article/hippocratic-ai-prices-healthcare-voice-ai-by-risk-tier-from-2-50-an-hour-for-admin-calls-to-15 The Inference en 2026-11-04T04:18:15.892Z Hippocratic AI prices healthcare voice AI by risk tier, from $2.50 an hour for admin calls to $15 https://theinference.org/article/jonhon-optronic-s-q3-profit-jumped-172-on-ai-data-centers-nine-month-cash-flow-is-negative-cny-1-1-billion The Inference en 2026-11-04T04:11:16.491Z Jonhon Optronic's Q3 profit jumped 172% on AI data centers; nine-month cash flow is negative CNY 1.1 billion https://theinference.org/article/arista-networks-grew-58-5-and-got-paid-in-cash-the-first-crack-is-a-26-million-dip-in-deferred-revenue The Inference en 2026-11-04T00:18:21.080Z Arista Networks grew 58.5% and got paid in cash; the first crack is a $26 million dip in deferred revenue https://theinference.org/article/reddit-starts-selling-ads-in-its-search-box-as-google-s-ai-cuts-referrals-by-more-than-a-million-a-week The Inference en 2026-11-04T00:17:21.120Z Reddit starts selling ads in its search box as Google's AI cuts referrals by more than a million a week https://theinference.org/article/amd-guided-q4-to-17-billion-as-data-center-sales-nearly-doubled-and-4-7-billion-of-debt-funds-the-ramp The Inference en 2026-11-04T00:16:23.021Z AMD guided Q4 to $17 billion as data center sales nearly doubled, and $4.7 billion of debt funds the ramp https://theinference.org/article/duolingo-s-11-4-million-of-staff-bonuses-ride-on-daily-users-a-lawsuit-says-were-cracking-they-grew-29 The Inference en 2026-11-04T00:15:21.892Z Duolingo's $11.4 million of staff bonuses ride on daily users a lawsuit says were cracking; they grew 29% https://theinference.org/article/morgan-stanley-calls-ai-early-innings-warns-of-an-8-drop-and-sells-meta-s-first-euro-bond The Inference en 2026-11-03T22:26:19.178Z Morgan Stanley calls AI early innings, warns of an 8% drop, and sells Meta's first euro bond https://theinference.org/article/navitas-semiconductor-guides-q4-revenue-up-119-on-ai-demand-with-growth-funded-by-stock-sales The Inference en 2026-11-03T22:14:19.528Z Navitas Semiconductor guides Q4 revenue up 119% on AI demand, with growth funded by stock sales https://theinference.org/article/crowdstrike-pays-a-reported-495-million-for-fiddler-ai-and-dreadnode-and-unveils-an-ai-kill-switch The Inference en 2026-11-03T22:11:19.401Z CrowdStrike pays a reported $495 million for Fiddler AI and Dreadnode and unveils an AI kill switch 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