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% https://theinference.org/article/ouster-s-executives-sold-at-34-the-counter-drone-rally-peaked-near-62 The Inference en 2026-10-18T21:21:47.686Z Ouster's Executives Sold at $34. The Counter-Drone Rally Peaked Near $62. https://theinference.org/article/digital-realty-offers-de-soto-1-000-a-household-while-asking-johnson-county-to-defer-the-taxes The Inference en 2026-10-18T21:19:47.574Z Digital Realty offers De Soto $1,000 a household while asking Johnson County to defer the taxes https://theinference.org/article/two-ps6-parts-now-cost-more-than-a-whole-ps5-by-one-leaker-s-count The Inference en 2026-10-18T21:17:47.633Z Two PS6 parts now cost more than a whole PS5, by one leaker's count https://theinference.org/article/thoma-bravo-paid-8-4-times-revenue-for-varonis-rubrik-holders-pay-15-times-for-slowing-growth The Inference en 2026-10-18T21:06:47.586Z Thoma Bravo paid 8.4 times revenue for Varonis; Rubrik holders pay 15 times for slowing growth https://theinference.org/article/morgan-stanley-cut-fortinet-as-cisa-s-october-19-patch-deadline-hits-keys-still-open-500-firewalls The Inference en 2026-10-18T19:16:47.568Z Morgan Stanley cut Fortinet as CISA's October 19 patch deadline hits; keys still open 500 firewalls https://theinference.org/article/leidos-11-billion-no-bid-pentagon-award-draws-a-second-protest-as-jpmorgan-cuts-the-stock The Inference en 2026-10-18T19:10:47.620Z Leidos' $11 billion no-bid Pentagon award draws a second protest as JPMorgan cuts the stock https://theinference.org/article/hpe-s-ceo-sold-15-1-million-of-stock-five-weeks-later-barclays-said-the-growth-was-memory-inflation The Inference en 2026-10-18T19:09:47.604Z HPE's CEO sold $15.1 million of stock; five weeks later Barclays said the growth was memory inflation https://theinference.org/article/harris-county-wants-power-to-slow-the-data-centers-behind-centerpoint-s-66-7-billion-plan The Inference en 2026-10-18T19:08:47.594Z Harris County wants power to slow the data centers behind CenterPoint's $66.7 billion plan https://theinference.org/article/1x-sells-the-first-home-humanoid-at-20-000-with-an-employee-behind-the-hard-chores The Inference en 2026-10-18T18:23:47.544Z 1X sells the first home humanoid at $20,000, with an employee behind the hard chores https://theinference.org/article/super-micro-s-board-is-sued-over-the-2-5-billion-of-ai-servers-a-contractor-admitted-went-to-china The Inference en 2026-10-18T18:22:47.575Z Super Micro's board is sued over the $2.5 billion of AI servers a contractor admitted went to China https://theinference.org/article/anima-s-ai-receptionist-asked-a-65-year-old-if-she-was-calling-about-her-pregnancy The Inference en 2026-10-18T18:20:47.541Z Anima's AI receptionist asked a 65-year-old if she was calling about her pregnancy https://theinference.org/article/michael-dell-s-family-fund-paid-an-11-6-premium-for-sk-hynix-s-parent-the-day-before-barclays-cut-dell The Inference en 2026-10-18T18:19:47.601Z Michael Dell's family fund paid an 11.6% premium for SK hynix's parent the day before Barclays cut Dell https://theinference.org/article/jabil-expects-ai-revenue-up-54-to-22-1-billion-coreweave-s-2032-bond-yields-15-77 The Inference en 2026-10-18T18:12:47.584Z Jabil expects AI revenue up 54% to $22.1 billion; CoreWeave's 2032 bond yields 15.77% https://theinference.org/article/exelon-gets-783-million-of-grid-work-and-no-clear-way-to-get-paid The Inference en 2026-10-18T17:15:47.581Z Exelon Gets $783 Million of Grid Work and No Clear Way to Get Paid https://theinference.org/article/zebra-sold-its-robots-to-skild-ai-at-6-6-cents-on-the-dollar-and-the-stock-nearly-doubled-anyway The Inference en 2026-10-18T17:08:47.564Z Zebra sold its robots to Skild AI at 6.6 cents on the dollar, and the stock nearly doubled anyway https://theinference.org/article/uipath-s-guide-demands-54-59-million-of-new-arr-by-october-31-q2-delivered-37-million The Inference en 2026-10-18T17:07:47.574Z UiPath's guide demands $54–59 million of new ARR by October 31; Q2 delivered $37 million https://theinference.org/article/bolt-lost-its-uk-tax-appeal-uber-has-1-8-billion-booked-as-coming-back-on-the-same-dispute The Inference en 2026-10-18T16:19:47.574Z Bolt lost its UK tax appeal; Uber has $1.8 billion booked as coming back on the same dispute https://theinference.org/article/amazon-s-aws-pays-synopsys-over-1-billion-for-chip-blueprints-to-build-past-nvidia The Inference en 2026-10-18T16:18:47.494Z Amazon's AWS pays Synopsys over $1 billion for chip blueprints to build past Nvidia https://theinference.org/article/meta-faces-new-mexico-s-35-40-billion-penalty-ask-and-wall-street-s-1-000-target-in-one-week The Inference en 2026-10-18T16:17:47.493Z Meta faces New Mexico's $35-40 billion penalty ask and Wall Street's $1,000 target in one week https://theinference.org/article/figma-s-gross-margin-fell-from-92-4-to-83-7-as-it-gives-away-ai-agents-nov-4-shows-if-customers-pay The Inference en 2026-10-18T15:19:47.283Z Figma's gross margin fell from 92.4% to 83.7% as it gives away AI agents; Nov. 4 shows if customers pay https://theinference.org/article/short-sellers-nearly-doubled-bets-against-tower-semiconductor-then-the-stock-fell-14-5-nov-2-settles-it The Inference en 2026-10-18T15:13:47.274Z Short sellers nearly doubled bets against Tower Semiconductor, then the stock fell 14.5%; Nov. 2 settles it https://theinference.org/article/ichor-holdings-officers-sold-19-times-in-an-eightfold-run-two-at-65-the-stock-closed-friday-at-42-11 The Inference en 2026-10-18T14:07:47.258Z Ichor officers sold 19 times in an eightfold run. Q3 results on November 2 decide who read it right https://theinference.org/article/alphasense-s-agents-burn-54-trillion-tokens-a-year-cerebras-posted-14-2-gross-margins The Inference en 2026-10-18T14:06:47.075Z AlphaSense's agents burn 54 trillion tokens a year; Cerebras posted 14.2% gross margins https://theinference.org/article/disco-corp-shipped-60-more-chip-machines-as-its-stock-fell-41-from-its-high-results-land-october-22 The Inference en 2026-10-18T13:31:47.001Z Disco Corp shipped 60% more chip machines as its stock fell 41% from its high; results land October 22 https://theinference.org/article/monday-com-s-ai-r-d-and-product-leaders-are-leaving-analysts-still-target-111-70-on-a-90-37-stock The Inference en 2026-10-18T13:24:46.789Z monday.com's AI, R&D and product leaders are leaving; analysts still target $111.70 on a $90.37 stock https://theinference.org/article/camtek-set-a-1-2-billion-revenue-target-then-fell-41-from-its-high-besi-s-october-22-report-is-the-test The Inference en 2026-10-18T13:13:46.751Z Camtek set a $1.2 billion revenue target, then fell 41% from its high; Besi's October 22 report is the test https://theinference.org/article/sk-hynix-s-solidigm-hired-trump-s-30-year-acquaintance-for-a-china-fab-license-and-a-150-billion-nasdaq-ipo The Inference en 2026-10-18T03:24:40.300Z SK hynix's Solidigm hired Trump's 30-year acquaintance for a China fab license and a $150 billion Nasdaq IPO https://theinference.org/article/technoprobe-lost-more-than-15-in-two-days-as-a-rate-scare-hit-its-66-times-earnings-ai-memory-bet The Inference en 2026-10-18T03:23:40.398Z Technoprobe lost more than 15% in two days as a rate scare hit its 66 times earnings AI memory bet https://theinference.org/article/hubspot-swaps-seats-for-expiring-ai-credits-inside-live-contracts-its-stock-is-down-48-this-year The Inference en 2026-10-18T01:24:39.225Z HubSpot swaps seats for expiring AI credits inside live contracts; its stock is down 48% this year https://theinference.org/article/schneider-electric-s-record-quarter-funds-its-22-billion-ptc-bet-ptc-holders-take-the-42-premium The Inference en 2026-10-18T01:23:39.177Z Schneider Electric's record quarter funds its €22 billion PTC bet; PTC holders take the 42% premium https://theinference.org/article/three-days-after-its-verizon-deal-corning-opened-a-2-billion-stock-sale-the-10-q-shows-how-much-was-sold The Inference en 2026-10-17T23:31:39.106Z Three days after its Verizon deal, Corning opened a $2 billion stock sale; the 10-Q shows how much was sold https://theinference.org/article/at-t-s-international-chief-is-out-as-its-2-billion-mexico-sale-leaves-consolidated-results-on-october-21 The Inference en 2026-10-17T23:16:38.939Z AT&T's international chief is out as its $2 billion Mexico sale leaves consolidated results on October 21 https://theinference.org/article/snap-must-pick-who-funds-its-glasses-a-court-narrowed-ad-engine-or-outside-money The Inference en 2026-10-17T23:15:38.743Z Snap must pick who funds its glasses: a court-narrowed ad engine or outside money https://theinference.org/article/foxconn-booked-its-biggest-quarter-then-moved-the-money-while-an-import-ban-case-circled-its-ai-racks The Inference en 2026-10-17T23:14:38.846Z Foxconn Booked Its Biggest Quarter, Then Moved the Money While an Import-Ban Case Circled Its AI Racks https://theinference.org/article/germany-says-its-sap-mistral-ai-pact-bound-no-one-sap-shares-are-up-57-into-october-21-earnings The Inference en 2026-10-17T23:13:38.693Z Germany says its SAP-Mistral AI pact bound no one; SAP shares are up 57% into October 21 earnings https://theinference.org/article/ai-debt-now-has-two-prices-15-for-coreweave-6-25-for-iron-mountain The Inference en 2026-10-17T21:22:38.425Z AI debt now has two prices: 15% for CoreWeave, 6.25% for Iron Mountain https://theinference.org/article/analysts-target-23-on-cleanspark-its-meta-guaranteed-lease-pays-shareholders-59-cents-from-november-2027 The Inference en 2026-10-17T21:18:38.423Z Analysts target $23 on CleanSpark; its Meta-guaranteed lease pays shareholders 59 cents from November 2027 https://theinference.org/article/spacex-s-orbital-ai-plan-needs-180-starship-flights-a-year-the-rocket-has-flown-14-times-ever The Inference en 2026-10-17T21:17:38.442Z SpaceX's orbital AI plan needs 180 Starship flights a year; the rocket has flown 14 times ever https://theinference.org/article/europe-is-firing-palantir-over-a-book-worth-ten-weeks-of-revenue The Inference en 2026-10-17T19:15:38.377Z Europe Is Firing Palantir Over a Book Worth Ten Weeks of Revenue https://theinference.org/article/sentinelone-s-zero-coupon-raise-settled-at-1-44-billion-and-301-million-is-already-gone The Inference en 2026-10-17T19:14:38.410Z SentinelOne's zero-coupon raise settled at $1.44 billion, and $301 million is already gone https://theinference.org/article/lilly-lands-at-19-9-of-trex-bio-34-635-shares-short-of-the-20-line The Inference en 2026-10-17T19:04:38.421Z Lilly lands at 19.9% of TRex Bio, 34,635 shares short of the 20% line https://theinference.org/article/pg-e-blacked-out-85-000-customers-as-its-2-billion-cut-slows-new-homes-renewables-and-data-centers The Inference en 2026-10-17T18:15:38.388Z PG&E blacked out 85,000 customers as its $2 billion cut slows new homes, renewables and data centers https://theinference.org/article/agents-work-six-hours-for-every-human-hour-at-anthropic-and-attention-is-the-limit The Inference en 2026-10-17T18:14:38.377Z Agents work six hours for every human hour at Anthropic, and attention is the limit https://theinference.org/article/silver-lake-sold-70-9-million-of-dell-at-582-days-before-an-11-drop The Inference en 2026-10-17T18:13:38.312Z Silver Lake sold $70.9 million of Dell at $582 days before an 11% drop https://theinference.org/article/analysts-rate-sea-limited-a-buy-at-149-40-its-insiders-sold-538-million-and-bought-nothing The Inference en 2026-10-17T17:19:38.347Z Analysts rate Sea Limited a buy at $149.40. Its insiders sold $538 million and bought nothing. https://theinference.org/article/alibaba-starts-selling-ai-tokens-on-taobao-october-20-after-a-z-ai-storefront-lifted-token-sales-160 The Inference en 2026-10-17T17:18:38.252Z Alibaba starts selling AI tokens on Taobao October 20 after a Z.ai storefront lifted token sales 160% https://theinference.org/article/federal-agencies-must-patch-atlassian-s-exploited-flaw-by-october-18-cloud-products-need-no-action The Inference en 2026-10-17T17:05:38.296Z Federal agencies must patch Atlassian's exploited flaw by October 18; cloud products need no action https://theinference.org/article/salesforce-and-microsoft-ai-agents-now-draft-contracts-but-docusign-s-two-distribution-deals-name-no-price The Inference en 2026-10-17T16:23:38.246Z Salesforce and Microsoft AI agents now draft contracts, but DocuSign's two distribution deals name no price https://theinference.org/article/shapiro-asks-to-join-ppl-s-rate-case-so-data-centers-pay-their-own-way-on-31-8-gigawatts The Inference en 2026-10-17T16:14:38.419Z Shapiro asks to join PPL's rate case so data centers pay their own way on 31.8 gigawatts https://theinference.org/article/amkor-s-10-day-slide-to-41-82-prices-nvidia-s-1-5-billion-as-a-prepayment-not-committed-revenue The Inference en 2026-10-17T16:13:38.211Z Amkor's 10-day slide to $41.82 prices Nvidia's $1.5 billion as a prepayment, not committed revenue https://theinference.org/article/the-army-s-first-production-laser-pays-aerovironment-464-8-million-and-keeps-the-profit-contestable The Inference en 2026-10-17T16:12:38.185Z The Army's first production laser pays AeroVironment $464.8 million and keeps the profit contestable https://theinference.org/article/sandisk-lost-57-8-billion-in-seven-sessions-on-a-china-dram-scare-in-a-market-it-does-not-sell-into The Inference en 2026-10-17T15:56:38.266Z SanDisk lost $57.8 billion in seven sessions on a China DRAM scare in a market it does not sell into