https://theinference.org/article/wec-s-47-5-billion-data-center-bet-meets-its-regulatory-test-in-chicago The Inference en 2026-10-31T21:04:45.567Z WEC's $47.5 billion data-center bet meets its regulatory test in Chicago https://theinference.org/article/neurosurgeons-video-model-built-on-alibaba-s-wan-lists-at-half-a-cent-a-second-on-fal-and-openrouter The Inference en 2026-10-31T21:03:46.653Z Neurosurgeons' video model built on Alibaba's Wan lists at half a cent a second on fal and OpenRouter https://theinference.org/article/insurers-face-the-first-claims-from-the-php-flaws-behind-the-palo-alto-hack-and-the-losses-are-shutdowns The Inference en 2026-10-31T21:02:45.684Z Insurers face the first claims from the PHP flaws behind the Palo Alto hack, and the losses are shutdowns https://theinference.org/article/axon-s-cherokee-county-customers-vote-november-3-on-a-37-3-million-renewal-priced-2-6-times-today-s-bill The Inference en 2026-10-31T21:01:46.543Z Axon's Cherokee County customers vote November 3 on a $37.3 million renewal priced 2.6 times today's bill https://theinference.org/article/texas-names-sherman-ideal-for-a-two-plant-45-billion-chip-project-and-tsmc-is-the-presumed-buyer The Inference en 2026-10-31T21:00:46.615Z Texas names Sherman ideal for a two-plant, $45 billion chip project, and TSMC is the presumed buyer https://theinference.org/article/bristol-myers-locked-tempus-data-through-2031-and-led-pathos-237-million-round-tempus-reports-november-2 The Inference en 2026-10-31T19:11:43.412Z Bristol Myers locked Tempus data through 2031 and led Pathos' $237 million round; Tempus reports November 2 https://theinference.org/article/first-solar-raised-prices-on-every-deal-since-august-the-0-38-per-watt-import-floor-lands-december-4 The Inference en 2026-10-31T19:10:42.829Z First Solar raised prices on every deal since August; the $0.38 per watt import floor lands December 4 https://theinference.org/article/hewlett-packard-enterprise-fell-6-42-after-intel-s-memory-warning-with-11-8-billion-of-inventory The Inference en 2026-10-31T19:09:42.942Z Hewlett Packard Enterprise fell 6.42% after Intel's memory warning, with $11.8 billion of inventory https://theinference.org/article/shopify-reports-tuesday-with-42-1-million-settled-on-the-coinbase-stablecoin-rail-it-built The Inference en 2026-10-31T19:08:43.006Z Shopify reports Tuesday with $42.1 million settled on the Coinbase stablecoin rail it built https://theinference.org/article/hp-fell-9-on-intel-s-pc-warning-as-its-insiders-made-seven-sales-and-zero-buys-in-six-months The Inference en 2026-10-31T19:07:43.328Z HP fell 9% on Intel's PC warning as its insiders made seven sales and zero buys in six months https://theinference.org/article/microchip-s-nasa-spaceflight-computer-passes-radiation-tests-as-insiders-sell-71-million-buying-none The Inference en 2026-10-31T18:03:43.469Z Microchip's NASA spaceflight computer passes radiation tests as insiders sell $71 million, buying none https://theinference.org/article/texas-pacific-land-asks-shareholders-to-bring-it-home-to-texas-as-ai-money-reaches-its-land The Inference en 2026-10-31T18:02:43.400Z Texas Pacific Land asks shareholders to bring it home to Texas as AI money reaches its land https://theinference.org/article/celestica-cut-its-buyback-45-and-its-free-cash-outlook-after-selling-3-45-billion-of-stock-at-310 The Inference en 2026-10-31T18:01:43.337Z Celestica cut its buyback 45% and its free cash outlook after selling $3.45 billion of stock at $310 https://theinference.org/article/prologis-signs-a-5-billion-share-sale-program-while-paying-for-segro-in-stock The Inference en 2026-10-31T18:00:43.402Z Prologis signs a $5 billion share-sale program while paying for SEGRO in stock https://theinference.org/article/servicenow-s-ceo-called-moveworks-way-ahead-once-on-the-q3-call-the-100-million-acv-was-employeeworks The Inference en 2026-10-31T17:13:41.414Z ServiceNow's CEO called Moveworks 'way ahead' once on the Q3 call; the $100 million ACV was EmployeeWorks' https://theinference.org/article/richtech-robotics-now-trades-below-its-cash-and-the-filings-explain-why The Inference en 2026-10-31T17:12:41.698Z Richtech Robotics now trades below its cash, and the filings explain why https://theinference.org/article/nextera-s-67-billion-dominion-buy-gets-a-virginia-ruling-january-11-on-who-pays-ai-s-power-bill The Inference en 2026-10-31T17:11:41.211Z NextEra's $67 billion Dominion buy gets a Virginia ruling January 11 on who pays AI's power bill https://theinference.org/article/entergy-says-google-s-550-6-million-battery-build-costs-ratepayers-zero-and-the-arkansas-psc-tests-it The Inference en 2026-10-31T17:10:41.760Z Entergy says Google's $550.6 million battery build costs ratepayers zero, and the Arkansas PSC tests it https://theinference.org/article/snap-faces-the-teen-addiction-trial-alone-after-meta-settled-its-q3-lands-the-day-opening-statements-begin The Inference en 2026-10-31T16:20:39.685Z Snap faces the teen addiction trial alone after Meta settled; its Q3 lands the day opening statements begin https://theinference.org/article/oracle-caps-ai-fundraising-at-20-billion-and-promises-30-billion-of-free-cash-flow-in-fiscal-2029 The Inference en 2026-10-31T16:19:40.352Z Oracle caps AI fundraising at $20 billion and promises $30 billion of free cash flow in fiscal 2029 https://theinference.org/article/openai-trimmed-its-round-to-20-billion-at-a-1-25-trillion-valuation-with-11-billion-committed The Inference en 2026-10-31T16:18:58.176Z OpenAI trimmed its round to $20 billion at a $1.25 trillion valuation, with $11 billion committed https://theinference.org/article/lilly-raises-guidance-to-92-billion-and-hits-a-record-close-while-novo-nordisk-bets-november-on-cagrisema The Inference en 2026-10-31T16:17:41.078Z Lilly raises guidance to $92 billion and hits a record close, while Novo Nordisk bets November on CagriSema https://theinference.org/article/nvidia-gives-away-langchain-s-agent-software-and-dxc-which-licenses-it-posted-bookings-down-10 The Inference en 2026-10-31T16:16:40.732Z Nvidia gives away LangChain's agent software, and DXC, which licenses it, posted bookings down 10% https://theinference.org/article/comfort-systems-beat-on-everything-five-banks-cut-targets-anyway-and-the-street-mean-sits-49-higher The Inference en 2026-10-31T15:42:08.782Z Comfort Systems beat on everything; five banks cut targets anyway, and the street mean sits 49% higher https://theinference.org/article/constellation-software-s-record-3-billion-buying-year-faces-its-3-organic-growth-test-on-november-6 The Inference en 2026-10-31T15:26:08.439Z Constellation Software's record $3 billion buying year faces its 3% organic growth test on November 6 https://theinference.org/article/xcel-s-70-billion-grid-plan-starts-with-a-6-billion-stock-sale The Inference en 2026-10-31T15:25:08.463Z Xcel's $70 billion grid plan starts with a $6 billion stock sale https://theinference.org/article/france-voted-5-5-euro-cents-a-gigabyte-on-netflix-google-and-meta-and-one-word-decides-which-cap-applies The Inference en 2026-10-31T15:24:09.054Z France voted 5.5 euro cents a gigabyte on Netflix, Google and Meta, and one word decides which cap applies https://theinference.org/article/fico-froze-its-10-mortgage-price-and-three-top-lenders-signed-on-the-november-4-report-prices-the-freeze The Inference en 2026-10-31T15:23:08.024Z FICO froze its $10 mortgage price and three top lenders signed on; the November 4 report prices the freeze https://theinference.org/article/tesla-stops-paying-for-referrals-that-sell-cars-pays-for-referrals-that-sell-software The Inference en 2026-10-31T15:22:08.101Z Tesla stops paying for referrals that sell cars, pays for referrals that sell software https://theinference.org/article/ozempic-blindness-suits-top-200-as-novo-nordisk-spends-dkk-11-billion-on-buybacks The Inference en 2026-10-31T15:21:08.544Z Ozempic blindness suits top 200 as Novo Nordisk spends DKK 11 billion on buybacks https://theinference.org/article/arm-reports-november-4-with-a-2-verdict-and-a-clause-that-could-erase-five-years-of-qualcomm-royalties The Inference en 2026-10-31T15:20:08.552Z Arm reports November 4 with a $2 verdict and a clause that could erase five years of Qualcomm royalties https://theinference.org/article/musk-says-no-to-a-december-optimus-waitlist-after-a-tesla-conference-partner-said-yes The Inference en 2026-10-31T14:15:06.716Z Musk says no to a December Optimus waitlist after a Tesla conference partner said yes https://theinference.org/article/openai-google-microsoft-and-anthropic-adopt-a-free-robots-txt-opt-out-cloudflare-s-margin-fell-to-71-8 The Inference en 2026-10-31T14:14:06.922Z OpenAI, Google, Microsoft and Anthropic adopt a free robots.txt opt-out; Cloudflare's margin fell to 71.8% https://theinference.org/article/vistra-closed-its-4-billion-cogentrix-buy-5-496-megawatts-and-the-doj-required-a-maine-plant-divested The Inference en 2026-10-31T14:13:06.517Z Vistra closed its $4 billion Cogentrix buy: 5,496 megawatts, and the DOJ required a Maine plant divested https://theinference.org/article/germany-hands-vishay-a-241-million-check-for-its-power-chip-fab-four-days-before-its-margin-test The Inference en 2026-10-31T14:09:06.629Z Germany hands Vishay a $241 million check for its power-chip fab, four days before its margin test https://theinference.org/article/sam-altman-visited-samsung-days-after-its-record-80-5-billion-quarter-its-phone-business-lost-money The Inference en 2026-10-31T14:08:06.391Z Sam Altman visited Samsung days after its record $80.5 billion quarter; its phone business lost money https://theinference.org/article/melexis-grew-3-while-nxp-grew-13-and-allegro-15-in-cars-and-two-banks-cut-its-targets The Inference en 2026-10-31T14:07:08.134Z Melexis grew 3% while NXP grew 13% and Allegro 15% in cars, and two banks cut its targets https://theinference.org/article/roblox-fell-18-after-earnings-as-bookings-dropped-12-and-ai-built-games-reach-the-us-in-december The Inference en 2026-10-31T14:06:06.992Z Roblox fell 18% after earnings as bookings dropped 12% and AI-built games reach the US in December https://theinference.org/article/check-point-launches-a-12-8-terabit-ai-firewall-monday-s-report-is-seen-as-its-first-revenue-drop The Inference en 2026-10-31T14:05:07.115Z Check Point launches a 12.8-terabit AI firewall; Monday's report is seen as its first revenue drop https://theinference.org/article/spacex-paid-60-billion-for-cursor-sophos-says-gold-ogre-ransomware-used-its-agents-on-real-intrusions The Inference en 2026-10-31T13:19:06.852Z SpaceX paid $60 billion for Cursor. Sophos says Gold Ogre ransomware used its agents on real intrusions https://theinference.org/article/twilio-drops-17-to-205-on-a-beat-and-every-analyst-target-sits-above-the-close The Inference en 2026-10-31T13:18:06.205Z Twilio drops 17% to $205 on a beat, and every analyst target sits above the close https://theinference.org/article/crowdstrike-tracks-a-china-backed-ai-agent-hacking-campaign-at-200-plus-targets-as-security-stocks-sell-off The Inference en 2026-10-31T13:17:08.434Z CrowdStrike tracks a China-backed AI-agent hacking campaign at 200-plus targets as security stocks sell off https://theinference.org/article/doe-offers-constellation-up-to-5-billion-to-add-nearly-1-1-gigawatts-at-running-reactors-for-google-amazon The Inference en 2026-10-31T13:16:05.929Z DOE offers Constellation up to $5 billion to add nearly 1.1 gigawatts at running reactors for Google, Amazon https://theinference.org/article/amphenol-printed-its-best-quarter-ever-the-street-s-46-target-cut-was-mostly-a-stock-split The Inference en 2026-10-31T13:15:06.063Z Amphenol printed its best quarter ever. The street's \"46% target cut\" was mostly a stock split. https://theinference.org/article/three-firms-say-buy-coinbase-after-binance-s-6-3-billion-hack-armstrong-s-sale-window-opens-november-16 The Inference en 2026-10-31T03:12:58.286Z Three firms say buy Coinbase after Binance's $6.3 billion hack; Armstrong's sale window opens November 16 https://theinference.org/article/cavco-industries-posts-a-record-656-4-million-quarter-on-data-center-bunkhouses-and-won-t-say-how-many The Inference en 2026-10-31T01:13:06.517Z Cavco Industries posts a record $656.4 million quarter on data center bunkhouses and won't say how many https://theinference.org/article/bofa-names-china-the-biggest-gate-in-a-tesla-spacex-merger-and-a-119-billion-fab-waits-behind-it The Inference en 2026-10-30T23:17:07.364Z BofA names China the biggest gate in a Tesla-SpaceX merger, and a $119 billion fab waits behind it https://theinference.org/article/meta-raised-37-5-billion-then-s-p-cut-its-credit-outlook-to-negative-on-71-billion-of-2027-cash-deficits The Inference en 2026-10-30T23:15:07.268Z Meta raised $37.5 billion, then S&P cut its credit outlook to negative on $71 billion of 2027 cash deficits https://theinference.org/article/spacex-closes-below-its-135-ipo-price-while-musk-promises-10-000-starship-launches-a-year-from-one-site The Inference en 2026-10-30T21:18:06.590Z SpaceX closes below its $135 IPO price while Musk promises 10,000 Starship launches a year from one site https://theinference.org/article/mobix-labs-drone-deal-died-over-a-stalled-audit-its-ceo-promised-30-million-to-50-million-at-0-72 The Inference en 2026-10-30T21:07:06.467Z Mobix Labs' drone deal died over a stalled audit; its CEO promised $30 million to $50 million at $0.72 https://theinference.org/article/axcelis-breaks-ground-on-a-35-million-korea-plant-as-its-4-4-billion-veeco-merger-awaits-china-s-approval The Inference en 2026-10-30T19:05:07.696Z Axcelis breaks ground on a $35 million Korea plant as its $4.4 billion Veeco merger awaits China's approval https://theinference.org/article/asana-s-agents-now-work-outside-asana-and-every-request-is-billed The Inference en 2026-10-30T19:04:07.178Z Asana's agents now work outside Asana, and every request is billed https://theinference.org/article/ouster-s-1-426-ukraine-missions-are-supplier-reported-and-its-2-32-billion-market-cap-faces-q3-on-nov-3 The Inference en 2026-10-30T19:03:06.781Z Ouster's 1,426 Ukraine missions are supplier-reported, and its $2.32 billion market cap faces Q3 on Nov. 3 https://theinference.org/article/red-cat-splits-wall-street-a-6-price-target-against-25-with-results-due-november-16 The Inference en 2026-10-30T18:08:06.354Z Red Cat splits Wall Street: a $6 price target against $25, with results due November 16 https://theinference.org/article/delta-electronics-set-a-record-nt-197-1-billion-quarter-vicor-s-itc-case-targets-the-same-ai-server-modules The Inference en 2026-10-30T18:07:07.570Z Delta Electronics set a record NT$197.1 billion quarter; Vicor's ITC case targets the same AI server modules https://theinference.org/article/philips-pitches-azurion-software-while-3-000-of-its-cath-lab-systems-sit-on-the-fda-recall-list The Inference en 2026-10-30T18:06:08.110Z Philips pitches Azurion software while 3,000 of its cath lab systems sit on the FDA recall list https://theinference.org/article/xero-is-down-57-on-the-ai-fear-while-its-own-data-shows-customer-sales-growth-of-5-2-against-a-7-2-norm The Inference en 2026-10-30T18:05:07.651Z Xero is down 57% on the AI fear while its own data shows customer sales growth of 5.2% against a 7.2% norm https://theinference.org/article/ibiden-says-ai-server-substrate-demand-grows-5-4-times-by-2030-and-its-shares-fell-15-anyway The Inference en 2026-10-30T18:04:06.501Z Ibiden says AI-server substrate demand grows 5.4 times by 2030, and its shares fell 15% anyway https://theinference.org/article/netskope-trades-30-above-analyst-targets-on-ai-agent-controls-that-have-no-published-adoption-yet The Inference en 2026-10-30T17:29:05.919Z Netskope trades 30% above analyst targets on AI agent controls that have no published adoption yet https://theinference.org/article/furukawa-bets-100-billion-yen-on-fiber-while-corning-s-customers-lock-supply-through-2032 The Inference en 2026-10-30T17:24:07.095Z Furukawa Bets 100 Billion Yen on Fiber While Corning's Customers Lock Supply Through 2032 https://theinference.org/article/hut-8-shareholders-carry-river-bend-s-interest-and-tax-bill-until-the-first-hall-opens-in-2027 The Inference en 2026-10-30T17:23:06.520Z Hut 8 shareholders carry River Bend's interest and tax bill until the first hall opens in 2027 https://theinference.org/article/visa-s-china-approval-is-a-test-dated-october-2027 The Inference en 2026-10-30T17:22:06.179Z Visa's China Approval Is a Test Dated October 2027 https://theinference.org/article/wec-energy-s-47-5-billion-grid-plan-bets-on-ai-data-centers-and-wisconsin-s-regulator-holds-the-key The Inference en 2026-10-30T17:21:08.328Z WEC Energy's $47.5 billion grid plan bets on AI data centers, and Wisconsin's regulator holds the key https://theinference.org/article/s-p-global-bought-openzeppelin-and-signed-kalshi-while-ratings-fees-grew-just-2 The Inference en 2026-10-30T17:20:06.337Z S&P Global bought OpenZeppelin and signed Kalshi while ratings fees grew just 2% https://theinference.org/article/anthropic-s-ipo-lands-in-morgan-stanley-s-ai-fear-window-its-s-1-shows-an-80-7-billion-loss-mostly-paper The Inference en 2026-10-30T17:19:11.485Z Anthropic's IPO lands in Morgan Stanley's AI-fear window; its S-1 shows an $80.7 billion loss, mostly paper https://theinference.org/article/honeywell-aerospace-shareholders-are-funding-the-factory-meant-to-replace-its-weakest-suppliers The Inference en 2026-10-30T17:17:46.806Z Honeywell Aerospace shareholders are funding the factory meant to replace its weakest suppliers https://theinference.org/article/missouri-votes-tuesday-on-half-of-ameren-s-power-buildout The Inference en 2026-10-30T17:16:06.947Z Missouri votes Tuesday on half of Ameren's power buildout https://theinference.org/article/avnet-sells-finished-machines-now-and-still-trades-at-8-times-earnings-while-arrow-gets-14 The Inference en 2026-10-30T16:19:28.734Z Avnet sells finished machines now, and still trades at 8 times earnings while Arrow gets 14 https://theinference.org/article/indie-semiconductor-s-growth-guide-counts-30-million-from-a-business-it-is-selling The Inference en 2026-10-30T16:18:29.128Z indie Semiconductor's growth guide counts $30 million from a business it is selling https://theinference.org/article/a-fifth-law-firm-joins-the-servicetitan-probe-as-yelp-s-30-agent-books-into-its-calendar The Inference en 2026-10-30T16:17:28.712Z A fifth law firm joins the ServiceTitan probe as Yelp's $30 agent books into its calendar https://theinference.org/article/arbs-earn-about-3-a-year-to-wait-out-proofpoint-s-6-3-billion-varonis-buyout The Inference en 2026-10-30T16:16:28.923Z Arbs earn about 3% a year to wait out Proofpoint's $6.3 billion Varonis buyout https://theinference.org/article/fermi-s-6-5-billion-lease-comes-due-friday-and-the-only-news-this-week-was-a-rerun The Inference en 2026-10-30T16:15:28.913Z Fermi's $6.5 billion lease comes due Friday, and the only news this week was a rerun https://theinference.org/article/morgan-stanley-dates-the-ai-sell-off-s-last-leg-as-158-billion-of-financing-lands The Inference en 2026-10-30T16:14:29.348Z Morgan Stanley dates the AI sell-off's last leg as $158 billion of financing lands https://theinference.org/article/north-korea-took-6-36-billion-from-binance-and-2-4-billion-is-beyond-any-freeze The Inference en 2026-10-30T16:13:28.923Z North Korea took $6.36 billion from Binance and $2.4 billion is beyond any freeze https://theinference.org/article/fcc-votes-to-end-at-t-verizon-and-t-mobile-s-spectrum-veto-over-starlink-mobile The Inference en 2026-10-30T16:12:28.789Z FCC votes to end AT&T, Verizon and T-Mobile's spectrum veto over Starlink Mobile https://theinference.org/article/netflix-at-a-two-year-low-of-61-39-12-billion-of-cash-against-fewer-app-opens The Inference en 2026-10-30T16:11:29.260Z Netflix at a two-year low of $61.39: $12 billion of cash against fewer app opens https://theinference.org/article/x-energy-trades-near-11-as-aep-says-its-12-reactor-indiana-project-has-no-final-decision-before-2030 The Inference en 2026-10-30T16:10:29.312Z X-energy trades near $11 as AEP says its 12-reactor Indiana project has no final decision before 2030 https://theinference.org/article/lg-chem-feeds-the-market-2-5-trillion-won-of-lg-energy-solution-stock-with-more-queued-to-2030 The Inference en 2026-10-30T16:09:29.115Z LG Chem feeds the market 2.5 trillion won of LG Energy Solution stock, with more queued to 2030 https://theinference.org/article/first-solar-cut-its-customers-and-kept-the-tax-credit The Inference en 2026-10-30T15:42:28.428Z First Solar Cut Its Customers and Kept the Tax Credit https://theinference.org/article/nuscale-jumped-7-on-its-first-reactor-hardware-while-a-shareholder-suit-called-its-plan-a-farce The Inference en 2026-10-30T15:41:29.240Z NuScale jumped 7% on its first reactor hardware, while a shareholder suit called its plan a farce https://theinference.org/article/a-short-seller-says-iron-mountain-s-data-center-bet-barely-covers-its-interest-bill-the-stock-rose The Inference en 2026-10-30T15:40:32.179Z A short seller says Iron Mountain's data center bet barely covers its interest bill. The stock rose. https://theinference.org/article/coreweave-s-stock-has-halved-since-core-scientific-shareholders-refused-its-9-billion-bid The Inference en 2026-10-30T15:38:29.557Z CoreWeave's stock has halved since Core Scientific shareholders refused its $9 billion bid https://theinference.org/article/a-tariff-duke-is-writing-in-south-carolina-decides-who-pays-for-ai-s-power-plants The Inference en 2026-10-30T15:37:28.781Z A tariff Duke is writing in South Carolina decides who pays for AI's power plants https://theinference.org/article/vishay-reports-november-4-with-a-24-gross-margin-guide-and-the-stock-down-28-from-its-high The Inference en 2026-10-30T15:36:28.752Z Vishay reports November 4 with a 24% gross margin guide and the stock down 28% from its high https://theinference.org/article/ccc-intelligent-solutions-last-public-quarter-shows-ai-accelerating-before-gtcr-and-elliott-buy-it-at-7-75 The Inference en 2026-10-30T15:25:27.914Z CCC Intelligent Solutions' last public quarter shows AI accelerating before GTCR and Elliott buy it at $7.75 https://theinference.org/article/pixalate-ranks-applovin-no-2-in-us-mobile-ads-with-0-resale-but-flags-19-as-bot-traffic-at-a-52-week-low The Inference en 2026-10-30T15:21:28.096Z Pixalate ranks AppLovin No. 2 in US mobile ads with 0% resale but flags 19% as bot traffic at a 52-week low https://theinference.org/article/armstrong-files-to-sell-1-31-billion-of-coinbase-after-a-719-million-profit-that-is-mostly-a-crypto-mark The Inference en 2026-10-30T15:18:28.463Z Armstrong Files to Sell $1.31 Billion of Coinbase After a $719 Million Profit That Is Mostly a Crypto Mark https://theinference.org/article/suspected-chinese-attackers-rooted-palo-alto-networks-firewalls-as-the-stock-ran-14-on-ai-fear The Inference en 2026-10-30T15:17:27.997Z Suspected Chinese attackers rooted Palo Alto Networks firewalls as the stock ran 14% on AI fear https://theinference.org/article/nebius-reports-november-12-its-3-5-billion-citi-loan-comes-due-october-2027 The Inference en 2026-10-30T15:16:28.787Z Nebius reports November 12. Its $3.5 billion Citi loan comes due October 2027. https://theinference.org/article/arista-s-235-billion-moat-meets-its-most-credible-imitator-five-days-before-its-earnings The Inference en 2026-10-30T15:15:28.276Z Arista's $235 billion moat meets its most credible imitator five days before its earnings https://theinference.org/article/firstenergy-nearly-doubles-contracted-ai-load-in-nine-months-to-7-9-gw-and-ohio-votes-on-who-pays The Inference en 2026-10-30T15:14:28.315Z FirstEnergy nearly doubles contracted AI load in nine months to 7.9 GW, and Ohio votes on who pays https://theinference.org/article/dominion-s-ai-build-puts-the-power-bill-on-data-centers-and-the-carbon-bill-on-everyone-else The Inference en 2026-10-30T15:13:27.971Z Dominion's AI build puts the power bill on data centers, and the carbon bill on everyone else https://theinference.org/article/novo-s-wegovy-pill-inherits-a-32-billion-franchise-as-a-judge-declines-to-block-lilly-s-ads The Inference en 2026-10-30T15:12:28.447Z Novo's Wegovy pill inherits a $32 billion franchise as a judge declines to block Lilly's ads https://theinference.org/article/three-texas-instruments-directors-sold-4-5-million-near-302-the-day-after-ti-priced-2-billion-of-debt The Inference en 2026-10-30T15:11:28.479Z Three Texas Instruments directors sold $4.5 million near $302 the day after TI priced $2 billion of debt https://theinference.org/article/wolfspeed-s-borgwarner-deal-landed-with-51-81-of-its-float-short-before-the-november-4-report The Inference en 2026-10-30T15:10:28.602Z Wolfspeed's BorgWarner deal landed with 51.81% of its float short before the November 4 report https://theinference.org/article/pegasystems-won-a-419-million-10-year-army-contract-and-still-fell-3-6-on-a-q3-revenue-miss The Inference en 2026-10-30T15:09:28.492Z Pegasystems won a $419 million, 10-year Army contract and still fell 3.6% on a Q3 revenue miss https://theinference.org/article/nvent-grows-sales-44-raises-its-forecast-and-watches-the-stock-fall-6 The Inference en 2026-10-30T14:51:27.313Z nVent grows sales 44%, raises its forecast, and watches the stock fall 6% https://theinference.org/article/crusoe-says-every-gpu-is-sold-through-2028-coreweave-s-record-15-76-bond-yield-says-otherwise The Inference en 2026-10-30T14:50:27.313Z Crusoe says every GPU is sold through 2028; CoreWeave's record 15.76% bond yield says otherwise https://theinference.org/article/anthropic-s-16-3-billion-half-year-meets-minimax-s-0-15-rate-card The Inference en 2026-10-30T14:49:27.437Z Anthropic's $16.3 billion half-year meets MiniMax's $0.15 rate card https://theinference.org/article/mistral-publishes-weights-halves-prices-and-makes-resellers-sign-a-deal-seven-chinese-models-outrank-it The Inference en 2026-10-30T14:48:28.006Z Mistral publishes weights, halves prices, and makes resellers sign a deal; seven Chinese models outrank it https://theinference.org/article/aep-signs-google-and-softbank-to-pay-for-its-grid-but-only-35-of-84-gigawatts-have-firm-contracts The Inference en 2026-10-30T14:47:27.246Z AEP signs Google and SoftBank to pay for its grid, but only 35 of 84 gigawatts have firm contracts https://theinference.org/article/kioxia-s-flat-price-warning-shows-memory-sellers-lost-the-pricing-war The Inference en 2026-10-30T14:46:27.341Z Kioxia's flat-price warning shows memory sellers lost the pricing war https://theinference.org/article/deepmind-says-coordination-beats-benchmarks-while-alphabet-posts-negative-9-07-billion-free-cash-flow The Inference en 2026-10-30T14:21:27.267Z DeepMind says coordination beats benchmarks while Alphabet posts negative $9.07 billion free cash flow https://theinference.org/article/microsoft-s-windows-oem-revenue-fell-22-as-ai-capex-bid-up-memory-prices-for-laptops The Inference en 2026-10-30T14:20:28.278Z Microsoft's Windows OEM revenue fell 22% as AI capex bid up memory prices for laptops https://theinference.org/article/britain-s-cma-investigates-meta-s-terms-letting-it-scrape-publishers-content-for-ai-without-a-choice The Inference en 2026-10-30T14:19:27.489Z Britain's CMA investigates Meta's terms letting it scrape publishers' content for AI without a choice https://theinference.org/article/hubspot-says-ai-answers-took-80-of-its-blog-traffic-november-4-prices-the-replacement The Inference en 2026-10-30T14:18:27.399Z HubSpot says AI answers took 80% of its blog traffic; November 4 prices the replacement https://theinference.org/article/airbnb-promised-500-million-for-crisis-housing-the-dimes-cover-28-million-of-it The Inference en 2026-10-30T14:17:27.415Z Airbnb promised $500 million for crisis housing. The dimes cover $28 million of it. https://theinference.org/article/dxc-pays-to-license-the-agent-harness-salesforce-will-bundle-free The Inference en 2026-10-30T14:16:27.180Z DXC Pays to License the Agent Harness Salesforce Will Bundle Free https://theinference.org/article/samsung-electro-mechanics-biggest-capacitor-deal-lasts-one-year-not-the-decade-the-market-is-pricing The Inference en 2026-10-30T14:15:27.265Z Samsung Electro-Mechanics' biggest capacitor deal lasts one year, not the decade the market is pricing https://theinference.org/article/spotify-puts-a-5-price-tag-on-fan-remixes-as-the-unlicensed-bill-reaches-9-billion The Inference en 2026-10-30T14:14:27.074Z Spotify puts a $5 price tag on fan remixes as the unlicensed bill reaches $9 billion https://theinference.org/article/tsmc-s-265-billion-arizona-bet-runs-on-nearly-5-million-gallons-of-water-a-day-and-magnets-it-does-not-own The Inference en 2026-10-30T14:13:27.512Z TSMC's $265 billion Arizona bet runs on nearly 5 million gallons of water a day and magnets it does not own https://theinference.org/article/databricks-says-apache-flink-is-optional-ibm-paid-11-billion-for-confluent-the-company-that-sells-it The Inference en 2026-10-30T14:12:27.812Z Databricks says Apache Flink is optional; IBM paid $11 billion for Confluent, the company that sells it https://theinference.org/article/deepgram-acquires-daily-the-maker-of-pipecat-as-assemblyai-prices-a-full-voice-agent-at-4-50-an-hour The Inference en 2026-10-30T14:11:27.362Z Deepgram acquires Daily, the maker of Pipecat, as AssemblyAI prices a full voice agent at $4.50 an hour https://theinference.org/article/nokia-s-software-bug-blacked-out-orange-france-for-nine-hours-and-huawei-got-europe-s-best-argument The Inference en 2026-10-30T14:10:28.290Z Nokia's software bug blacked out Orange France for nine hours, and Huawei got Europe's best argument https://theinference.org/article/murata-s-shares-fell-7-7-even-as-it-pledged-1-trillion-for-capacitor-capacity-that-lands-in-2028 The Inference en 2026-10-30T13:43:27.081Z Murata pledges ¥1 trillion to double capacitor output; shares fall 7.7% anyway https://theinference.org/article/micron-s-take-or-pay-contracts-cover-35-of-sales-but-buyers-are-cutting-memory-per-chip-to-survive The Inference en 2026-10-30T13:42:27.366Z Micron's take-or-pay contracts cover 35% of sales, but buyers are cutting memory per chip to survive https://theinference.org/article/pg-e-has-a-12-87gw-ai-power-queue-and-a-2-billion-hole-so-google-pays-first-and-ratepayers-pay-later The Inference en 2026-10-30T13:41:27.401Z PG&E has a 12.87GW AI power queue and a $2 billion hole, so Google pays first and ratepayers pay later https://theinference.org/article/morningstar-says-sandisk-s-price-peak-is-near-and-cuts-fair-value-to-870-35-below-the-close The Inference en 2026-10-30T13:24:28.229Z Morningstar says Sandisk's price peak is near and cuts fair value to $870, 35% below the close https://theinference.org/article/intel-down-25-premarket-on-a-weak-pc-guide-its-filing-books-23-billion-of-stock-and-demand-it-cannot-fill The Inference en 2026-10-30T13:23:27.007Z Intel down 25% premarket on a weak PC guide; its filing books $23 billion of stock and demand it cannot fill https://theinference.org/article/maruwa-raised-operating-profit-guidance-to-38-3-billion-on-ai-optics-tokuyama-s-powder-line-lands-in-2028 The Inference en 2026-10-30T13:15:27.296Z Maruwa raised operating profit guidance to ¥38.3 billion on AI optics; Tokuyama's powder line lands in 2028 https://theinference.org/article/lasertec-the-only-actinic-euv-mask-inspector-supplier-raised-order-guidance-and-closed-down-8-8 The Inference en 2026-10-30T13:14:27.252Z Lasertec, the only actinic EUV mask inspector supplier, raised order guidance and closed down 8.8% https://theinference.org/article/mediatek-s-first-ai-chip-adds-2-5-billion-of-q4-revenue-at-a-lower-margin-funded-by-nvidia-and-alphabet The Inference en 2026-10-30T13:08:27.822Z MediaTek's first AI chip adds $2.5 billion of Q4 revenue at a lower margin, funded by Nvidia and Alphabet https://theinference.org/article/cursor-s-trojanized-claude-code-extension-hit-up-to-5-000-users-openai-cuts-cursor-s-models-november-12 The Inference en 2026-10-30T13:07:27.493Z Cursor's trojanized Claude Code extension hit up to 5,000 users; OpenAI cuts Cursor's models November 12 https://theinference.org/article/amazon-will-sell-trainium-chips-outside-aws-in-late-2027-into-a-market-nvidia-holds-an-estimated-81-90-of The Inference en 2026-10-30T13:06:27.162Z Amazon will sell Trainium chips outside AWS in late 2027, into a market Nvidia holds an estimated 81-90% of https://theinference.org/article/monolithic-power-systems-posts-its-first-1-billion-quarter-raises-its-ai-rack-growth-floor-to-150 The Inference en 2026-10-30T13:05:27.384Z Monolithic Power Systems posts its first $1 billion quarter, raises its AI rack growth floor to 150% https://theinference.org/article/pinterest-s-record-661-million-users-grew-where-ads-pay-least-and-q4-revenue-growth-is-guided-as-low-as-8 The Inference en 2026-10-30T02:22:23.142Z Pinterest's record 661 million users grew where ads pay least, and Q4 revenue growth is guided as low as 8% https://theinference.org/article/sandisk-s-revenue-jumps-378-to-11-billion-and-beats-on-every-line-but-cash-shares-still-fall-5-3 The Inference en 2026-10-29T23:19:59.633Z Sandisk's revenue jumps 378% to $11 billion and beats on every line but cash; shares still fall 5.3% https://theinference.org/article/coursera-s-revenue-jumps-94-on-the-udemy-merger-and-it-guides-next-quarter-below-the-one-just-printed The Inference en 2026-10-29T23:14:59.847Z Coursera's revenue jumps 94% on the Udemy merger, and it guides next quarter below the one just printed https://theinference.org/article/meta-s-ai-buildout-now-costs-6-5-a-year-12-5-billion-banked-tonight-24-9-billion-more-to-come The Inference en 2026-10-29T23:13:59.862Z Meta's AI buildout now costs 6.5% a year: $12.5 billion banked tonight, $24.9 billion more to come