https://theinference.org/article/spacex-is-now-half-an-ai-company-and-starlink-is-paying-for-it The Inference en 2026-10-20T21:55:35.720Z SpaceX is now half an AI company, and Starlink is paying for it https://theinference.org/article/netflix-cut-1-000-jobs-then-took-300-million-off-its-2026-ad-forecast-new-markets-open-march-2027 The Inference en 2026-10-20T21:50:35.318Z Netflix cut 1,000 jobs, then took $300 million off its 2026 ad forecast; new markets open March 2027 https://theinference.org/article/db-hitek-raised-china-prices-30-and-beat-the-market-still-cut-it-22-on-coreweave-s-credit-shock The Inference en 2026-10-20T21:44:31.010Z DB HiTek raised China prices 30% and beat; the market still cut it 22% on CoreWeave's credit shock https://theinference.org/article/novatek-microelectronics-guides-gross-margin-down-to-38-5-41-5-as-its-stock-holds-nt-585-above-every-target The Inference en 2026-10-20T21:41:28.092Z Novatek Microelectronics guides gross margin down to 38.5-41.5% as its stock holds NT$585, above every target https://theinference.org/article/yageo-fell-16-percent-in-five-sessions-despite-record-revenue-october-29-tests-eps-of-twd-5-27 The Inference en 2026-10-20T21:38:26.875Z Yageo fell 16 percent in five sessions despite record revenue; October 29 tests EPS of TWD 5.27 https://theinference.org/article/xiaomi-s-su7-deliveries-fell-19-55-in-september-while-it-spent-hk-112-million-buying-back-stock The Inference en 2026-10-20T21:35:24.587Z Xiaomi's SU7 deliveries fell 19.55% in September while it spent HK$112 million buying back stock https://theinference.org/article/black-forest-labs-gives-klein-away-free-fal-prices-flux-3-max-at-75-off-and-keeps-the-customer The Inference en 2026-10-20T21:32:23.494Z Black Forest Labs gives Klein away free; fal prices FLUX 3 Max at 75% off and keeps the customer https://theinference.org/article/anduril-s-90-billion-tender-prices-the-arsenal-2-promise-not-the-delivery The Inference en 2026-10-20T21:29:20.708Z Anduril's $90 billion tender prices the Arsenal-2 promise, not the delivery https://theinference.org/article/bank-of-nova-scotia-went-quiet-on-penguin-solutions-at-2-53-three-weeks-before-its-fiscal-q4-print The Inference en 2026-10-20T21:26:19.343Z Bank of Nova Scotia went quiet on Penguin Solutions at 2.53% three weeks before its fiscal Q4 print https://theinference.org/article/skydio-sells-the-army-one-soldier-two-drone-targeting-after-a-52-million-order-as-its-police-deals-shrink The Inference en 2026-10-20T21:23:16.789Z Skydio sells the Army one-soldier, two-drone targeting after a $52 million order as its police deals shrink https://theinference.org/article/cohu-s-ceo-sold-6-7-million-of-stock-near-the-74-69-all-time-high-the-stock-has-fallen-to-50-81 The Inference en 2026-10-20T21:20:15.415Z Cohu's CEO sold $6.7 million of stock near the $74.69 all-time high; the stock has fallen to $50.81 https://theinference.org/article/dhl-raises-its-2026-ebit-target-to-more-than-7-0-billion-as-germany-s-95-cent-letter-goes-to-1-15 The Inference en 2026-10-20T21:17:12.501Z DHL raises its 2026 EBIT target to more than €7.0 billion as Germany's 95-cent letter goes to €1.15 https://theinference.org/article/abb-values-mitsubishi-electric-s-breakers-at-1-4x-sales-four-days-after-foxconn-s-0-37x-for-its-car-parts The Inference en 2026-10-20T18:01:39.376Z ABB values Mitsubishi Electric's breakers at 1.4x sales, four days after Foxconn's 0.37x for its car parts https://theinference.org/article/nidec-s-own-committee-puts-founder-nagamori-on-the-hook-28-7-billion-suit-earnings-oct-26 The Inference en 2026-10-20T18:00:39.417Z Nidec's own committee puts founder Nagamori on the hook; ¥28.7 billion suit, earnings Oct. 26 https://theinference.org/article/mastercard-launches-stablecoin-risk-screening-into-a-payments-market-still-0-03-of-visa-s-volume The Inference en 2026-10-20T17:10:38.092Z Mastercard launches stablecoin risk screening into a payments market still 0.03% of Visa's volume https://theinference.org/article/red-cat-s-ceo-sold-stock-four-days-before-asking-shareholders-to-fund-his-230-million-bid The Inference en 2026-10-20T17:09:38.088Z Red Cat's CEO Sold Stock Four Days Before Asking Shareholders to Fund His $230 Million Bid https://theinference.org/article/centcom-confirms-saronic-s-corsair-as-the-first-american-sea-drone-used-in-combat-greece-wants-over-30 The Inference en 2026-10-20T17:08:37.884Z CENTCOM confirms Saronic's Corsair as the first American sea drone used in combat; Greece wants over 30 https://theinference.org/article/figure-s-founder-says-its-robot-walked-348-miles-on-a-cord-the-39-billion-mark-rests-on-rented-robots The Inference en 2026-10-20T17:07:38.145Z Figure's founder says its robot walked 348 miles on a cord; the $39 billion mark rests on rented robots https://theinference.org/article/roblox-s-las-vegas-suit-alleges-public-chat-still-lets-adults-reach-kids-after-its-12-million-nevada-deal The Inference en 2026-10-20T17:06:38.396Z Roblox's Las Vegas suit alleges public chat still lets adults reach kids after its $12 million Nevada deal https://theinference.org/article/autodesk-names-forma-to-replace-revit-before-pricing-the-ai-aeco-is-49-7-of-revenue-nov-27-prints The Inference en 2026-10-20T17:05:38.764Z Autodesk names Forma to replace Revit before pricing the AI; AECO is 49.7% of revenue, Nov. 27 prints https://theinference.org/article/investors-cut-asm-international-8-6-on-a-china-scare-its-oct-27-report-tests-a-1-1-billion-quarter The Inference en 2026-10-20T17:04:38.683Z Investors cut ASM International 8.6% on a China scare; its Oct. 27 report tests a €1.1 billion quarter https://theinference.org/article/at-t-fiber-crews-picket-as-blackrock-s-gip-and-canada-s-pension-fund-agree-to-buy-half-the-venture The Inference en 2026-10-20T16:29:59.033Z AT&T fiber crews picket as BlackRock's GIP and Canada's pension fund agree to buy half the venture https://theinference.org/article/goldman-recorded-the-fastest-hedge-fund-tech-exit-in-its-history-then-started-selling-the-hedge The Inference en 2026-10-20T16:28:58.547Z Goldman recorded the fastest hedge-fund tech exit in its history, then started selling the hedge https://theinference.org/article/ciena-promised-30-growth-through-2029-four-executives-sold-2-6-million-of-stock-mid-slide The Inference en 2026-10-20T16:26:58.707Z Ciena Promised 30% Growth Through 2029. Four Executives Sold $2.6 Million of Stock Mid-Slide. https://theinference.org/article/anthropic-told-investors-it-turned-its-first-profit-as-openai-races-to-raise-30-billion The Inference en 2026-10-20T16:22:58.732Z Anthropic told investors it turned its first profit as OpenAI races to raise $30 billion https://theinference.org/article/the-army-invites-second-builders-for-lockheed-martin-s-4-9-billion-missile-contract-replies-due-october-30 The Inference en 2026-10-20T16:21:58.541Z The Army invites second builders for Lockheed Martin's $4.9 billion missile contract; replies due October 30 https://theinference.org/article/ice-cancels-a-5-million-to-10-million-visa-vetting-competition-and-moves-the-system-onto-palantir-foundry The Inference en 2026-10-20T16:20:58.570Z ICE cancels a $5 million to $10 million visa-vetting competition and moves the system onto Palantir Foundry https://theinference.org/article/axon-trades-at-161-times-earnings-as-it-takes-binghamton-from-flock-texas-s-grant-ban-names-axon-too The Inference en 2026-10-20T16:19:58.338Z Axon trades at 161 times earnings as it takes Binghamton from Flock; Texas's grant ban names Axon too https://theinference.org/article/the-trade-desk-repriced-options-to-12-26-after-cutting-575-jobs-232-5-million-votes-opposed The Inference en 2026-10-20T16:18:58.462Z The Trade Desk repriced options to $12.26 after cutting 575 jobs; 232.5 million votes opposed https://theinference.org/article/cloudflare-claims-10-million-developers-as-the-stock-falls-15-and-two-insiders-sell The Inference en 2026-10-20T16:18:08.940Z Cloudflare claims 10 million developers as the stock falls 15% and two insiders sell https://theinference.org/article/baker-hughes-and-ge-vernova-sign-for-up-to-16-venture-global-power-islands-first-order-due-dec-31 The Inference en 2026-10-20T15:36:58.701Z Baker Hughes and GE Vernova sign for up to 16 Venture Global power islands; first order due Dec. 31 https://theinference.org/article/south-korea-s-pension-lost-148-billion-in-100-days-samsung-and-sk-hynix-carry-72-of-it The Inference en 2026-10-20T15:35:58.902Z South Korea's pension lost $148 billion in 100 days; Samsung and SK hynix carry 72% of it https://theinference.org/article/meta-s-free-muse-spark-open-license-forces-api-sellers-over-20-million-in-revenue-to-sign-nebius-sells-it The Inference en 2026-10-20T15:34:58.449Z Meta's free Muse Spark Open license forces API sellers over $20 million in revenue to sign; Nebius sells it https://theinference.org/article/spotify-kept-50-million-ai-tracks-off-recommendations-they-are-10-times-likelier-to-earn-no-royalties The Inference en 2026-10-20T15:33:58.937Z Spotify kept 50 million AI tracks off recommendations; they are 10 times likelier to earn no royalties https://theinference.org/article/dell-says-6-500-companies-bought-ai-factories-barclays-says-it-is-mostly-memory-prices The Inference en 2026-10-20T15:32:58.870Z Dell says 6,500 companies bought AI factories. Barclays says it is mostly memory prices. https://theinference.org/article/monday-com-s-ai-callers-run-on-twilio-and-twilio-s-oct-29-print-meets-price-targets-160-apart The Inference en 2026-10-20T15:25:58.520Z monday.com's AI callers run on Twilio, and Twilio's Oct. 29 print meets price targets $160 apart https://theinference.org/article/spacex-s-ai-revenue-is-set-to-more-than-double-to-6-47-billion-on-turbines-a-clean-air-act-suit-could-shut The Inference en 2026-10-20T15:08:58.481Z SpaceX's AI revenue is set to more than double to $6.47 billion on turbines a Clean Air Act suit could shut https://theinference.org/article/google-sells-gemini-through-19-000-cognizant-and-accenture-staff-then-straight-to-us-agencies The Inference en 2026-10-20T15:08:00.805Z Google sells Gemini through 19,000 Cognizant and Accenture staff, then straight to US agencies https://theinference.org/article/israel-s-biggest-insurer-has-doubled-its-camtek-stake-to-10-06-while-the-market-sold The Inference en 2026-10-20T15:06:58.698Z Israel's biggest insurer has doubled its Camtek stake to 10.06% while the market sold https://theinference.org/article/constellation-sold-gas-at-1-4-million-a-megawatt-then-priced-nuclear-at-4-8-million The Inference en 2026-10-20T15:05:58.563Z Constellation sold gas at $1.4 million a megawatt, then priced nuclear at $4.8 million https://theinference.org/article/aurora-needs-1-000-trucks-in-2027-volvo-expects-300-waabi-says-it-can-fill-every-one The Inference en 2026-10-20T15:04:58.544Z Aurora needs 1,000 trucks in 2027. Volvo expects 300. Waabi says it can fill every one. https://theinference.org/article/molina-s-earnings-fix-is-shrinkage-and-october-21-tests-whether-medicaid-can-carry-it The Inference en 2026-10-20T15:03:58.471Z Molina's earnings fix is shrinkage, and October 21 tests whether Medicaid can carry it https://theinference.org/article/salesforce-buys-braze-for-5-66-billion-while-5-of-its-users-have-upgraded-to-its-ai-tiers The Inference en 2026-10-20T15:03:00.001Z Salesforce buys Braze for $5.66 billion while 5% of its users have upgraded to its AI tiers https://theinference.org/article/seoul-called-sk-hynix-s-solidigm-listing-a-breach-then-underwrote-1-5-billion-for-its-suppliers The Inference en 2026-10-20T15:01:58.944Z Seoul called SK hynix's Solidigm listing a breach, then underwrote $1.5 billion for its suppliers https://theinference.org/article/arm-s-officers-sold-62-million-of-stock-as-a-judge-weighs-five-years-of-qualcomm-royalties The Inference en 2026-10-20T14:59:58.397Z Arm's officers sold $62 million of stock as a judge weighs five years of Qualcomm royalties https://theinference.org/article/arrow-electronics-is-the-cheapest-of-the-four-big-us-distributors-after-its-operating-income-roughly-doubled The Inference en 2026-10-20T14:58:58.568Z Arrow Electronics is the cheapest of the four big US distributors after its operating income roughly doubled https://theinference.org/article/sea-limited-signals-a-monee-ipo-and-an-ai-cloud-founder-forrest-li-sold-137-million-and-bought-nothing The Inference en 2026-10-20T14:57:59.278Z Sea Limited signals a Monee IPO and an AI cloud; founder Forrest Li sold $137 million and bought nothing https://theinference.org/article/keybanc-says-apple-cut-wafer-starts-worth-up-to-20-million-iphones-before-cirrus-logic-s-november-4-print The Inference en 2026-10-20T13:38:58.715Z KeyBanc says Apple cut wafer starts worth up to 20 million iPhones before Cirrus Logic's November 4 print https://theinference.org/article/apple-s-badge-for-dupont-spinoff-qnity-arrives-the-same-week-apple-cuts-iphone-18-pro-orders-by-at-least-15 The Inference en 2026-10-20T13:37:58.929Z Apple's badge for DuPont spinoff Qnity arrives the same week Apple cuts iPhone 18 Pro orders by at least 15% https://theinference.org/article/the-market-sold-analog-devices-as-an-ai-stock-ubs-finds-analog-inventory-down-15-and-prices-up-12 The Inference en 2026-10-20T13:36:58.281Z The market sold Analog Devices as an AI stock; UBS finds analog inventory down 15% and prices up 12% https://theinference.org/article/marvell-trades-at-77-4-times-earnings-as-sk-hynix-s-first-commercial-memory-runs-on-a-startup-s-chip The Inference en 2026-10-20T13:35:58.474Z Marvell trades at 77.4 times earnings as SK hynix's first commercial memory runs on a startup's chip https://theinference.org/article/citigroup-says-14-000-engineers-on-devin-cut-vendor-spend-30-cognition-s-48-billion-mark-waits-on-december The Inference en 2026-10-20T13:33:58.536Z Citigroup says 14,000 engineers on Devin cut vendor spend 30%; Cognition's $48 billion mark waits on December https://theinference.org/article/poet-s-november-16-report-tests-a-0-7-million-quarter-against-its-malaysia-800g-promise The Inference en 2026-10-20T13:29:58.438Z POET's November 16 report tests a $0.7 million quarter against its Malaysia 800G promise https://theinference.org/article/entergy-puts-google-s-600-million-arkansas-grid-build-on-google-s-tab-promising-2-1-billion-of-savings The Inference en 2026-10-20T13:22:59.365Z Entergy puts Google's $600 million Arkansas grid build on Google's tab, promising $2.1 billion of savings https://theinference.org/article/amd-backs-the-rent-on-core-scientific-s-529-megawatts-of-15-year-ai-leases-on-terms-never-filed The Inference en 2026-10-20T13:22:04.624Z AMD backs the rent on Core Scientific's 529 megawatts of 15-year AI leases, on terms never filed https://theinference.org/article/tdk-owns-the-one-part-ai-storage-cannot-do-without-and-speaks-on-october-30 The Inference en 2026-10-20T01:18:49.157Z TDK owns the one part AI storage cannot do without, and speaks on October 30 https://theinference.org/article/nine-issuer-vetoes-are-the-real-test-of-coinbase-s-500-stock-plan The Inference en 2026-10-20T01:08:49.109Z Nine issuer vetoes are the real test of Coinbase's 500-stock plan https://theinference.org/article/amazon-edits-nvidia-s-lock-in-out-of-pytorch-and-points-its-25-billion-chip-business-at-coreweave-and-nebius The Inference en 2026-10-19T23:29:00.232Z Amazon edits Nvidia's lock-in out of PyTorch and points its $25 billion chip business at CoreWeave and Nebius https://theinference.org/article/salesforce-s-hunter-ships-zoominfo-s-data-with-no-separate-contract-or-price-zoominfo-is-down-59-4-in-2026 The Inference en 2026-10-19T22:14:23.637Z Salesforce's Hunter ships ZoomInfo's data with no separate contract or price; ZoomInfo is down 59.4% in 2026 https://theinference.org/article/mach-industries-unveils-pike-its-1-000-mile-missile-as-the-army-pays-lockheed-1-2-billion The Inference en 2026-10-19T21:36:23.667Z Mach Industries unveils Pike, its 1,000-mile missile, as the Army pays Lockheed $1.2 billion https://theinference.org/article/silicom-built-70-7-million-of-inventory-for-a-50-revenue-ramp-a-25-9-slide-meets-the-oct-29-print The Inference en 2026-10-19T21:31:23.492Z Silicom built $70.7 million of inventory for a 50% revenue ramp; a 25.9% slide meets the Oct. 29 print https://theinference.org/article/visa-s-new-stablecoin-rail-is-0-14-percent-of-its-volume-its-stock-just-hit-a-year-high The Inference en 2026-10-19T21:25:23.858Z Visa's new stablecoin rail is 0.14 percent of its volume. Its stock just hit a year high. https://theinference.org/article/accenture-funds-29-of-claude-a-month-per-person-then-guides-margin-up-every-year-to-fiscal-2029 The Inference en 2026-10-19T21:22:23.775Z Accenture funds $29 of Claude a month per person, then guides margin up every year to fiscal 2029 https://theinference.org/article/jpmorgan-put-5-billion-into-defense-startups-and-one-castelion-is-challenging-lockheed-s-missile The Inference en 2026-10-19T19:38:22.680Z JPMorgan put $5 billion into defense startups, and one, Castelion, is challenging Lockheed's missile https://theinference.org/article/netflix-cut-1-000-jobs-then-said-each-dubbed-language-takes-50-to-60-people-results-come-tuesday The Inference en 2026-10-19T19:23:22.652Z Netflix cut 1,000 jobs, then said each dubbed language takes 50 to 60 people; results come Tuesday https://theinference.org/article/aep-and-amazon-backed-x-energy-agreed-only-to-study-a-960-megawatt-nuclear-site-the-lockup-lifts-this-week The Inference en 2026-10-19T19:21:23.029Z AEP and Amazon-backed X-energy agreed only to study a 960-megawatt nuclear site; the lockup lifts this week https://theinference.org/article/enterprise-ai-buyers-learned-to-pay-less-per-task-as-coreweave-s-debt-implies-63-five-year-default-odds The Inference en 2026-10-19T19:20:22.711Z Enterprise AI buyers learned to pay less per task as CoreWeave's debt implies 63% five-year default odds https://theinference.org/article/blue-origin-asks-faa-to-let-new-glenn-fly-50-times-a-year-amazon-s-satellites-wait-on-a-december-flight The Inference en 2026-10-19T19:18:22.733Z Blue Origin asks FAA to let New Glenn fly 50 times a year; Amazon's satellites wait on a December flight https://theinference.org/article/axon-s-quote-to-santa-clara-county-50-4-million-now-61-7-million-if-it-waits The Inference en 2026-10-19T18:29:22.834Z Axon's quote to Santa Clara County: $50.4 million now, $61.7 million if it waits https://theinference.org/article/modal-raised-at-15-75-times-run-rate-default-insurance-implies-better-than-even-odds-coreweave-fails The Inference en 2026-10-19T18:27:22.774Z Modal raised at 15.75 times run rate; default insurance implies better-than-even odds CoreWeave fails https://theinference.org/article/xcel-s-780-megawatt-google-deal-pays-even-if-the-ai-boom-cools-both-bets-wait-on-one-minnesota-ruling The Inference en 2026-10-19T18:26:22.639Z Xcel's 780-megawatt Google deal pays even if the AI boom cools; both bets wait on one Minnesota ruling https://theinference.org/article/ondas-owns-the-regna-military-models-venture-outright-palantir-discloses-no-equity-price-or-contract The Inference en 2026-10-19T18:25:22.807Z Ondas owns the Regna military-models venture outright; Palantir discloses no equity, price or contract https://theinference.org/article/sailpoint-s-cto-said-it-is-near-agi-as-the-company-barred-revenue-talk-ai-is-under-6-of-arr The Inference en 2026-10-19T18:18:22.772Z SailPoint's CTO said it is near AGI as the company barred revenue talk; AI is under 6% of ARR https://theinference.org/article/lg-energy-solution-is-now-kospi-s-no-5-company-its-ohio-storage-ramp-rests-on-small-toolmakers The Inference en 2026-10-19T17:16:22.773Z LG Energy Solution is now KOSPI's No. 5 company; its Ohio storage ramp rests on small toolmakers https://theinference.org/article/nebius-40-off-its-june-peak-signs-the-lease-unlocking-volt-s-8-1-billion-rotterdam-ai-campus The Inference en 2026-10-19T17:12:22.818Z Nebius, 40% off its June peak, signs the lease unlocking VOLT's $8.1 billion Rotterdam AI campus https://theinference.org/article/one-spacex-share-per-kid-musk-s-10-5-billion-answer-to-anthropic-s-fund The Inference en 2026-10-19T17:11:22.765Z One SpaceX share per kid: Musk's $10.5 billion answer to Anthropic's fund https://theinference.org/article/arista-faces-a-9-7-billion-parts-bill-after-insiders-sold-740-8-million-of-stock The Inference en 2026-10-19T17:10:26.921Z Arista faces a $9.7 billion parts bill after insiders sold $740.8 million of stock https://theinference.org/article/elastic-co-founder-sold-323-5-million-in-a-week-no-trading-plan-flagged The Inference en 2026-10-19T16:22:22.963Z Elastic co-founder sold $323.5 million in a week, no trading plan flagged https://theinference.org/article/after-eight-years-of-suing-veeva-iqvia-makes-it-the-enterprise-standard The Inference en 2026-10-19T16:21:25.274Z After eight years of suing Veeva, IQVIA makes it the enterprise standard https://theinference.org/article/tesla-s-proxy-paves-a-spacex-merger-that-pays-musk-on-deal-price-alone The Inference en 2026-10-19T16:17:22.868Z Tesla's proxy paves a SpaceX merger that pays Musk on deal price alone https://theinference.org/article/minimax-claims-space-bunny-and-silently-reroutes-subscribers-onto-it-the-same-day The Inference en 2026-10-19T16:16:22.772Z MiniMax claims Space Bunny and silently reroutes subscribers onto it the same day https://theinference.org/article/intel-and-qualcomm-lose-their-shot-at-tenstorrent-as-it-raises-1-5-billion-at-a-6-2-billion-valuation The Inference en 2026-10-19T16:15:22.756Z Intel and Qualcomm lose their shot at Tenstorrent as it raises $1.5 billion at a $6.2 billion valuation https://theinference.org/article/attackers-faked-checkout-through-a-49-000-store-shopify-app-as-amazon-and-ebay-block-ai-shopping-agents The Inference en 2026-10-19T16:12:22.466Z Attackers faked checkout through a 49,000-store Shopify app as Amazon and eBay block AI shopping agents https://theinference.org/article/atlassian-s-human-owner-rule-for-ai-agents-is-also-how-the-seat-bill-survives The Inference en 2026-10-19T15:16:22.409Z Atlassian's human-owner rule for AI agents is also how the seat bill survives https://theinference.org/article/berkshire-put-another-330-million-into-bending-spoons-which-paid-1-8-billion-for-17-5-billion-miro The Inference en 2026-10-19T15:08:22.462Z Berkshire put another $330 million into Bending Spoons, which paid $1.8 billion for $17.5 billion Miro https://theinference.org/article/c3-ai-founder-thomas-siebel-sold-5-15-million-of-stock-a-day-after-the-upgrade-under-a-plan-set-in-2024 The Inference en 2026-10-19T15:07:24.583Z C3.ai founder Thomas Siebel sold $5.15 million of stock a day after the upgrade, under a plan set in 2024 https://theinference.org/article/seoul-calls-solidigm-s-up-to-150-billion-nasdaq-ipo-a-rule-violation-sk-hynix-s-us-fabs-need-two-approvals The Inference en 2026-10-19T14:28:22.364Z Seoul calls Solidigm's up to $150 billion Nasdaq IPO a rule violation; SK hynix's US fabs need two approvals https://theinference.org/article/centrus-pays-116-million-for-westerman-the-supplier-that-builds-its-centrifuge-casings The Inference en 2026-10-19T14:27:22.571Z Centrus pays $116 million for Westerman, the supplier that builds its centrifuge casings https://theinference.org/article/jpmorgan-lifted-intel-while-its-israeli-fab-leaked-again-five-days-after-the-blast-that-killed-two-workers The Inference en 2026-10-19T14:25:22.519Z JPMorgan lifted Intel while its Israeli fab leaked again, five days after the blast that killed two workers https://theinference.org/article/amkor-tripled-its-gwangju-plant-to-2-22-billion-on-a-county-wastewater-deal-results-land-oct-26 The Inference en 2026-10-19T13:30:22.540Z Amkor tripled its Gwangju plant to $2.22 billion on a county wastewater deal; results land Oct. 26 https://theinference.org/article/applied-digital-s-president-and-ceo-bought-6-7-million-of-stock-as-jpmorgan-s-bond-cut-sent-shares-down-11 The Inference en 2026-10-19T13:29:22.650Z Applied Digital's president and CEO bought $6.7 million of stock as JPMorgan's bond cut sent shares down 11% https://theinference.org/article/three-snapped-brake-pedals-and-a-probe-then-huawei-s-brakes-go-on-sale The Inference en 2026-10-19T13:21:22.531Z Three snapped brake pedals and a probe, then Huawei's brakes go on sale https://theinference.org/article/uber-dodges-a-340-million-cabbie-suit-on-a-six-year-clock-its-1-4-billion-vat-claim-is-tested-november-4 The Inference en 2026-10-19T13:18:22.751Z Uber dodges a £340 million cabbie suit on a six-year clock; its £1.4 billion VAT claim is tested November 4 https://theinference.org/article/alchip-s-september-revenue-jumped-496-to-nt-9-98-billion-more-than-its-entire-last-quarter The Inference en 2026-10-19T13:17:22.424Z Alchip's September revenue jumped 496% to NT$9.98 billion, more than its entire last quarter https://theinference.org/article/microsoft-quit-nscale-s-essex-site-investors-reportedly-counter-its-30-billion-ipo-at-16-19-billion The Inference en 2026-10-19T13:15:22.482Z Microsoft quit Nscale's Essex site; investors reportedly counter its $30 billion IPO at $16-19 billion https://theinference.org/article/amazon-on-tape-ai-stays-free-cash-flow-negative-for-years-3-billion-of-nvidia-racks-monthly The Inference en 2026-10-19T13:14:22.577Z Amazon on tape: AI stays free-cash-flow negative for years; $3 billion of Nvidia racks monthly https://theinference.org/article/customers-prepaid-comfort-systems-3-2-billion-as-the-stock-fell-21-results-land-october-22 The Inference en 2026-10-19T13:13:22.769Z Customers prepaid Comfort Systems $3.2 billion as the stock fell 21%; results land October 22 https://theinference.org/article/eaton-exits-cars-and-buys-a-106-year-old-italian-switchgear-maker-for-810-million The Inference en 2026-10-19T03:02:14.563Z Eaton exits cars and buys a 106-year-old Italian switchgear maker for €810 million https://theinference.org/article/arizona-s-ai-power-boom-now-turns-on-a-63-year-old-coal-plant-and-a-rate-case The Inference en 2026-10-18T23:06:13.319Z Arizona's AI power boom now turns on a 63-year-old coal plant and a rate case https://theinference.org/article/cellebrite-reportedly-holds-an-unpatchable-iphone-exploit-while-its-stock-sits-45-percent-off-its-high The Inference en 2026-10-18T23:05:12.932Z Cellebrite reportedly holds an unpatchable iPhone exploit while its stock sits 45 percent off its high https://theinference.org/article/perella-weinberg-s-rainmakers-killed-its-piper-sandler-sale-shares-fell-19-1 The Inference en 2026-10-18T23:04:13.161Z Perella Weinberg's rainmakers killed its Piper Sandler sale; shares fell 19.1%