https://theinference.org/article/broadcom-guarantees-chip-resale-value-in-a-63-billion-anthropic-lease-from-bofa-citi-and-morgan-stanley The Inference en 2026-10-26T21:13:53.409Z Broadcom guarantees chip resale value in a $63 billion Anthropic lease from BofA, Citi and Morgan Stanley https://theinference.org/article/verizon-prices-starlink-s-phone-threat-at-500-billion-and-80-000-towers-fcc-votes-october-29 The Inference en 2026-10-26T19:09:55.665Z Verizon prices Starlink's phone threat at $500 billion and 80,000 towers; FCC votes October 29 https://theinference.org/article/globus-medical-previews-an-implant-designed-in-software-and-placed-by-its-robot-q3-due-november-5 The Inference en 2026-10-26T19:05:54.877Z Globus Medical previews an implant designed in software and placed by its robot, Q3 due November 5 https://theinference.org/article/soitec-s-chief-product-officer-says-indium-phosphide-outperforms-his-ai-substrate-november-18-revenue-decides The Inference en 2026-10-26T19:03:51.802Z Soitec's chief product officer says indium phosphide outperforms his AI substrate; November 18 revenue decides https://theinference.org/article/policyfly-s-ai-cut-customer-onboarding-from-six-months-with-four-or-five-employees-to-two-weeks-with-one The Inference en 2026-10-26T18:06:57.191Z PolicyFly's AI cut customer onboarding from six months with four or five employees to two weeks with one https://theinference.org/article/delta-cargo-goes-live-on-wisetech-s-cargowise-as-revenue-growth-slows-from-79-to-6-10 The Inference en 2026-10-26T18:04:57.387Z Delta Cargo goes live on WiseTech's CargoWise as revenue growth slows from 79% to 6-10% https://theinference.org/article/salesforce-paid-5-66-billion-for-braze-zeta-s-answer-puts-its-consumer-data-inside-ai-models The Inference en 2026-10-26T18:02:58.055Z Salesforce paid $5.66 billion for Braze; Zeta's answer puts its consumer data inside AI models https://theinference.org/article/coforge-signed-a-record-1-04-billion-in-deals-on-3-8-organic-growth-and-raised-margin-guidance-to-16 The Inference en 2026-10-26T18:01:00.968Z Coforge signed a record $1.04 billion in deals on 3.8% organic growth and raised margin guidance to 16% https://theinference.org/article/strategy-bought-no-bitcoin-last-week-spent-205-million-on-its-preferred-leaving-242-4-million-for-coins The Inference en 2026-10-26T17:24:56.469Z Strategy bought no bitcoin last week, spent $205 million on its preferred, leaving $242.4 million for coins https://theinference.org/article/microsoft-offers-60-000-employees-buyouts-before-wednesday-earnings-as-capex-matches-its-35-8-billion-profit The Inference en 2026-10-26T17:19:56.257Z Microsoft offers 60,000 employees buyouts before Wednesday earnings as capex matches its $35.8 billion profit https://theinference.org/article/honorhealth-deploys-qventus-ai-against-a-150-million-a-year-medicaid-hole-by-2032 The Inference en 2026-10-26T17:12:58.697Z HonorHealth deploys Qventus AI against a $150 million-a-year Medicaid hole by 2032 https://theinference.org/article/podium-says-its-ai-agents-hit-150-million-in-revenue-and-its-next-target-is-servicetitan-s-contractors The Inference en 2026-10-26T17:10:57.921Z Podium says its AI agents hit $150 million in revenue, and its next target is ServiceTitan's contractors https://theinference.org/article/hpe-s-1-2-billion-vultr-order-proves-ai-demand-and-shows-how-thin-it-arrives The Inference en 2026-10-26T17:08:57.334Z HPE's $1.2 billion Vultr order proves AI demand, and shows how thin it arrives https://theinference.org/article/disney-bids-20-million-for-bankrupt-character-ai-s-code-and-180-million-for-its-engineers The Inference en 2026-10-26T16:25:00.292Z Disney bids $20 million for bankrupt Character.ai's code and $180 million for its engineers https://theinference.org/article/texas-pacific-land-wants-to-leave-delaware-and-its-largest-holder-sits-on-both-sides-of-the-vote The Inference en 2026-10-26T16:22:56.007Z Texas Pacific Land wants to leave Delaware, and its largest holder sits on both sides of the vote https://theinference.org/article/elevenlabs-launches-ai-music-tool-days-after-a-publisher-priced-unlicensed-training-at-150-000-a-song The Inference en 2026-10-26T16:21:00.295Z ElevenLabs launches AI music tool days after a publisher priced unlicensed training at $150,000 a song https://theinference.org/article/murati-s-thinking-machines-just-took-on-firmus-s-delivery-risk The Inference en 2026-10-26T16:19:00.340Z Murati's Thinking Machines just took on Firmus's delivery risk https://theinference.org/article/pinterest-opens-ad-inventory-to-outside-buyers-via-magnite-three-days-before-q3-earnings The Inference en 2026-10-26T16:17:00.288Z Pinterest opens ad inventory to outside buyers via Magnite three days before Q3 earnings https://theinference.org/article/toast-s-ai-numbers-count-questions-asked-and-november-3-is-where-the-dollars-should-appear The Inference en 2026-10-26T16:15:00.389Z Toast's AI numbers count questions asked, and November 3 is where the dollars should appear https://theinference.org/article/snowflake-sells-3x-cheaper-ai-to-customers-and-thinner-margins-to-investors The Inference en 2026-10-26T16:13:00.316Z Snowflake sells 3x cheaper AI to customers, and thinner margins to investors https://theinference.org/article/unimicron-paid-a-record-nt-10-08-billion-for-a-factory-a-taiwan-report-says-nvidia-is-qualifying-kinsus The Inference en 2026-10-26T16:11:00.278Z Unimicron paid a record NT$10.08B for a plant: Nvidia is qualifying Kinsus anyway https://theinference.org/article/infineon-is-inside-nvidia-s-800-volt-ai-racks-and-enphase-s-900-volt-transformers-nov-10-decides-the-margin The Inference en 2026-10-26T16:08:58.111Z Infineon is inside Nvidia's 800-volt AI racks and Enphase's 900-volt transformers; Nov. 10 decides the margin https://theinference.org/article/nebius-s-neom-demand-receipt-is-a-preliminary-agreement-sitting-under-a-one-year-loan The Inference en 2026-10-26T15:51:00.288Z Nebius's NEOM demand receipt is a preliminary agreement sitting under a one-year loan https://theinference.org/article/cisco-puts-the-memory-bill-on-the-price-list-and-arista-s-quarter-decides-if-the-stack-can-pay The Inference en 2026-10-26T15:49:00.280Z Cisco puts the memory bill on the price list, and Arista's quarter decides if the stack can pay https://theinference.org/article/perplexity-lands-in-hyundai-cars-uk-government-servers-and-macs-while-six-publishers-sue The Inference en 2026-10-26T15:47:00.262Z Perplexity lands in Hyundai cars, UK government servers and Macs while six publishers sue https://theinference.org/article/ibm-paid-11-billion-for-confluent-confluent-s-cto-says-the-data-still-refreshes-every-12-hours The Inference en 2026-10-26T15:45:02.146Z IBM paid $11 billion for Confluent; Confluent's CTO says the data still refreshes every 12 hours https://theinference.org/article/omnicom-spent-3-2-billion-on-buybacks-while-its-operations-made-37-8-million The Inference en 2026-10-26T15:27:56.585Z Omnicom spent $3.2 billion on buybacks while its operations made $37.8 million https://theinference.org/article/jane-street-paid-109-a-share-for-coreweave-now-near-54-with-6-billion-of-rented-compute-on-the-line The Inference en 2026-10-26T15:26:00.725Z Jane Street paid $109 a share for CoreWeave now near $54, with $6 billion of rented compute on the line https://theinference.org/article/circle-keeps-7-cents-per-dollar-of-revenue-and-its-cfo-just-sold-1-35-million-of-stock-at-90 The Inference en 2026-10-26T15:24:00.260Z Circle keeps 7 cents per dollar of revenue, and its CFO just sold $1.35 million of stock at $90 https://theinference.org/article/lula-s-win-knocked-the-real-down-10-5-and-hit-mercadolibre-s-brazil-heavy-revenue-and-new-dollar-debt The Inference en 2026-10-26T15:21:59.660Z Lula's win knocked the real down 10.5% and hit MercadoLibre's Brazil-heavy revenue and new dollar debt https://theinference.org/article/ringcentral-s-ai-line-doubled-while-its-ceo-says-ai-barely-touches-his-network The Inference en 2026-10-26T15:19:58.561Z RingCentral's AI line doubled while its CEO says AI barely touches his network https://theinference.org/article/comfort-systems-beat-everything-refused-the-ai-labs-and-the-stock-fell-9 The Inference en 2026-10-26T15:17:57.031Z Comfort Systems beat everything, refused the AI labs, and the stock fell 9% https://theinference.org/article/anthropic-s-s-1-puts-an-80-7-billion-half-year-loss-behind-a-2-trillion-ipo-ask The Inference en 2026-10-26T15:15:58.288Z Anthropic's S-1 puts an $80.7 billion half-year loss behind a $2 trillion IPO ask https://theinference.org/article/banks-50-targets-bet-on-firstenergy-s-4-3-gw-ai-load-pennsylvania-and-ohio-decide-who-pays The Inference en 2026-10-26T15:13:59.497Z Banks' $50 targets bet on FirstEnergy's 4.3 GW AI load; Pennsylvania and Ohio decide who pays https://theinference.org/article/a-90-million-korean-filing-says-sanmina-s-ai-racks-are-still-selling-the-tape-says-otherwise The Inference en 2026-10-26T15:11:59.731Z A $90 million Korean filing says Sanmina's AI racks are still selling. The tape says otherwise. https://theinference.org/article/delta-faces-vicor-at-the-us-itc-a-second-time-with-royalties-now-66-6-million-a-quarter The Inference en 2026-10-26T15:09:58.588Z Delta faces Vicor at the US ITC a second time, with royalties now $66.6 million a quarter https://theinference.org/article/entergy-s-ai-savings-math-meets-its-first-audit-308-million-in-arkansas-3-4-billion-in-louisiana The Inference en 2026-10-26T15:07:58.966Z Entergy's AI savings math meets its first audit: $308 million in Arkansas, $3.4 billion in Louisiana https://theinference.org/article/texas-s-3-million-temu-settlement-and-a-2-eu-fee-turn-the-listing-marketplace-into-a-compliance-business The Inference en 2026-10-26T15:06:00.274Z Texas's $3 million Temu settlement and a €2 EU fee turn the listing marketplace into a compliance business https://theinference.org/article/gitlab-s-four-cves-got-fixed-twice-by-ruby-and-by-a-free-ai-agent The Inference en 2026-10-26T15:04:12.904Z GitLab's four CVEs got fixed twice: by Ruby, and by a free AI agent https://theinference.org/article/everspin-lost-a-third-of-its-value-in-30-days-then-won-the-jedec-chair The Inference en 2026-10-26T15:02:03.186Z Everspin lost a third of its value in 30 days, then won the JEDEC chair https://theinference.org/article/constellation-sold-google-20-years-of-nuclear-power-and-still-trades-38-below-its-high The Inference en 2026-10-26T14:47:55.358Z Constellation sold Google 20 years of nuclear power, and still trades 38% below its high https://theinference.org/article/mistral-s-3-billion-round-funds-a-pivot-from-open-models-to-selling-compute-with-nvidia-on-both-sides The Inference en 2026-10-26T14:45:58.774Z Mistral's €3 billion round funds a pivot from open models to selling compute, with Nvidia on both sides https://theinference.org/article/aes-sits-three-cents-under-the-15-buyout-holding-for-the-dividend-pays-five-times-the-spread The Inference en 2026-10-26T14:43:58.508Z AES sits three cents under the $15 buyout; holding for the dividend pays five times the spread https://theinference.org/article/coreweave-s-104-2-billion-backlog-depends-on-2-7-gigawatts-it-has-not-switched-on The Inference en 2026-10-26T14:41:55.051Z CoreWeave's $104.2 billion backlog depends on 2.7 gigawatts it has not switched on https://theinference.org/article/eli-lilly-files-11-suits-against-retatrutide-sellers-before-the-drug-even-wins-fda-approval The Inference en 2026-10-26T14:39:55.945Z Eli Lilly files 11 suits against retatrutide sellers before the drug even wins FDA approval https://theinference.org/article/forbes-says-edwin-chen-is-worth-18-billion-no-one-has-ever-priced-surge-ai The Inference en 2026-10-26T14:37:55.942Z Forbes says Edwin Chen is worth $18 billion. No one has ever priced Surge AI. https://theinference.org/article/openai-backed-merge-labs-licensed-butterfly-network-s-ultrasound-chip-for-brain-interfaces-q3-due-october-29 The Inference en 2026-10-26T14:35:58.415Z OpenAI-backed Merge Labs licensed Butterfly Network's ultrasound chip for brain interfaces; Q3 due October 29 https://theinference.org/article/uber-s-robotaxi-fleet-belongs-to-suppliers-who-also-sell-to-its-rivals The Inference en 2026-10-26T14:33:58.419Z Uber's robotaxi fleet belongs to suppliers who also sell to its rivals https://theinference.org/article/hebbia-tripled-new-arr-in-its-best-quarter-without-disclosing-revenue-ubs-put-it-on-an-ipo-watch-list The Inference en 2026-10-26T14:31:58.799Z Hebbia tripled new ARR in its best quarter without disclosing revenue; UBS put it on an IPO watch list https://theinference.org/article/databricks-charges-7-per-h100-gpu-hour-2-4-times-the-market-rate-and-caps-a-node-at-eight-gpus The Inference en 2026-10-26T14:29:58.400Z Databricks charges $7 per H100 GPU-hour, 2.4 times the market rate, and caps a node at eight GPUs https://theinference.org/article/temu-s-2-eu-handling-fee-goes-permanent-november-1-stacked-on-july-s-3-duty-as-pdd-holdings-reports The Inference en 2026-10-26T14:26:58.405Z Temu's €2 EU handling fee goes permanent November 1, stacked on July's €3 duty, as PDD Holdings reports https://theinference.org/article/sap-s-record-quarter-the-cloud-line-it-owns-grows-at-28-the-one-it-resells-at-8 The Inference en 2026-10-26T14:25:58.483Z SAP's record quarter: the cloud line it owns grows at 28%, the one it resells at 8% https://theinference.org/article/amex-rented-a-million-airbnb-homes-and-the-receipt-is-still-missing The Inference en 2026-10-26T14:23:58.448Z Amex rented a million Airbnb homes and the receipt is still missing https://theinference.org/article/sap-sells-docusign-s-contract-tools-inside-its-own-software-docusign-trades-at-85-27-vs-71-target The Inference en 2026-10-26T14:20:57.946Z SAP sells Docusign's contract tools inside its own software; DocuSign trades at $85.27 vs $71 target https://theinference.org/article/ionq-reports-skywater-for-the-first-time-on-november-5-d-wave-is-the-only-outside-customer-with-a-deal The Inference en 2026-10-26T14:18:55.029Z IonQ reports SkyWater for the first time on November 5; D-Wave is the only outside customer with a deal https://theinference.org/article/vultr-s-third-amd-order-adds-a-20-mw-chennai-cluster-before-amd-s-november-3-report The Inference en 2026-10-26T14:16:56.635Z Vultr's third AMD order adds a 20 MW Chennai cluster before AMD's November 3 report https://theinference.org/article/baseten-s-13-billion-tranche-prices-a-company-that-cuts-its-own-rates-every-15-days The Inference en 2026-10-26T14:14:54.851Z Baseten's $13 billion tranche prices a company that cuts its own rates every 15 days https://theinference.org/article/authentic-brands-group-sues-anthropic-for-41-million-over-274-elvis-songs-before-a-possible-100-billion-ipo The Inference en 2026-10-26T14:12:56.718Z Authentic Brands Group sues Anthropic for $41 million over 274 Elvis songs before a possible $100 billion IPO https://theinference.org/article/lovable-s-70-million-apps-run-on-cloudflare-and-cloudflare-s-margin-pays-for-them The Inference en 2026-10-26T13:53:58.428Z Lovable's 70 million apps run on Cloudflare, and Cloudflare's margin pays for them https://theinference.org/article/rigetti-computing-jumped-49-in-five-days-on-a-5-8-million-air-force-deal-and-its-own-99-5-fidelity-claim The Inference en 2026-10-26T13:26:58.029Z Rigetti Computing jumped 49% in five days on a $5.8 million Air Force deal and its own 99.5% fidelity claim https://theinference.org/article/bending-spoons-airtable-cuts-total-190-jobs-and-a-law-firm-asks-if-60-days-notice-was-given The Inference en 2026-10-26T13:24:57.856Z Bending Spoons' Airtable cuts total 190 jobs, and a law firm asks if 60 days' notice was given https://theinference.org/article/stripe-and-advent-return-for-paypal-above-60-50-as-ai-shopping-makes-the-account-base-the-prize The Inference en 2026-10-26T13:22:57.836Z Stripe and Advent return for PayPal above $60.50 as AI shopping makes the account base the prize https://theinference.org/article/heights-capital-buys-2-billion-of-ionq-stock-at-40-down-from-93-last-year-dilution-runs-past-a-third The Inference en 2026-10-26T13:20:57.822Z Heights Capital buys $2 billion of IonQ stock at $40, down from $93 last year; dilution runs past a third https://theinference.org/article/one-day-settles-the-ai-optics-fight-lumentum-s-sold-out-lasers-meet-macom-s-sinking-tape The Inference en 2026-10-26T13:18:56.259Z One day settles the AI-optics fight: Lumentum's sold-out lasers meet MACOM's sinking tape https://theinference.org/article/ambiq-micro-s-singapore-listing-sold-no-shares-three-executives-sold-stock-before-november-10 The Inference en 2026-10-26T13:16:57.850Z Ambiq Micro's Singapore listing sold no shares; three executives sold stock before November 10 https://theinference.org/article/nvidia-s-3-billion-prepayment-buys-a-factory-that-opens-in-2028 The Inference en 2026-10-26T13:14:57.895Z Nvidia's $3 billion prepayment buys a factory that opens in 2028 https://theinference.org/article/bofa-cuts-baidu-on-ads-as-four-banks-brace-for-99-ai-cloud-growth The Inference en 2026-10-26T13:12:57.834Z BofA cuts Baidu on ads as four banks brace for 99% AI cloud growth https://theinference.org/article/aurora-reports-october-28-with-a-9-64-billion-valuation-against-2-99-million-of-expected-revenue The Inference en 2026-10-26T13:10:58.604Z Aurora reports October 28 with a $9.64 billion valuation against $2.99 million of expected revenue https://theinference.org/article/musk-rules-spacex-out-of-buying-ai-cloud-firms-as-coreweave-s-debt-hits-51-6-billion The Inference en 2026-10-26T13:09:02.668Z Musk rules SpaceX out of buying AI cloud firms as CoreWeave's debt hits $51.6 billion https://theinference.org/article/sam-kovacs-sold-nvidia-short-at-211-a-weekly-close-below-200-is-his-line-for-the-whole-market The Inference en 2026-10-26T02:36:46.811Z Sam Kovacs sold Nvidia short at $211; a weekly close below $200 is his line for the whole market https://theinference.org/article/centrus-paid-116-million-for-its-centrifuge-casing-maker-as-the-stock-hit-a-52-week-low The Inference en 2026-10-25T19:02:20.348Z Centrus paid $116 million for its centrifuge casing maker as the stock hit a 52-week low https://theinference.org/article/evergy-reports-november-5-before-missouri-hearings-on-its-710-megawatt-gas-plant The Inference en 2026-10-25T19:01:20.436Z Evergy reports November 5 before Missouri hearings on its 710-megawatt gas plant https://theinference.org/article/new-jersey-s-biggest-ai-campus-brings-its-own-power-and-pseg-s-growth-now-rests-on-its-nuclear-fleet The Inference en 2026-10-25T19:00:20.792Z New Jersey's biggest AI campus brings its own power, and PSEG's growth now rests on its nuclear fleet https://theinference.org/article/apollo-global-management-s-economist-grades-ai-zero-outside-tech-apollo-is-named-in-nvidia-s-500-billion The Inference en 2026-10-25T18:14:19.772Z Apollo Global Management's economist grades AI zero outside tech; Apollo is named in Nvidia's $500 billion https://theinference.org/article/red-cat-spends-two-thirds-of-its-325-6-million-cash-on-steyr-motors-while-burning-47-million-a-quarter The Inference en 2026-10-25T18:10:19.787Z Red Cat spends two-thirds of its $325.6 million cash on Steyr Motors while burning $47 million a quarter https://theinference.org/article/cities-cancel-flock-safety-but-the-cameras-stay-up-replacement-deals-flow-to-axon The Inference en 2026-10-25T18:09:19.767Z Cities cancel Flock Safety but the cameras stay up; replacement deals flow to Axon https://theinference.org/article/a-nasdaq-newcomer-is-selling-weka-s-self-measured-1000x-claim-weeks-after-weka-s-cto-left The Inference en 2026-10-25T18:08:19.700Z A Nasdaq newcomer is selling WEKA's self-measured 1000x claim, weeks after WEKA's CTO left https://theinference.org/article/digitalocean-prices-ai-agents-at-50-and-200-a-month-before-725-million-of-gpu-secured-debt-comes-due The Inference en 2026-10-25T17:03:19.757Z DigitalOcean prices AI agents at $50 and $200 a month before $725 million of GPU-secured debt comes due https://theinference.org/article/corning-bets-585-million-on-ai-fiber-and-monday-s-earnings-decide-if-it-was-worth-it The Inference en 2026-10-25T17:02:19.806Z Corning bets $585 million on AI fiber, and Monday's earnings decide if it was worth it https://theinference.org/article/goldman-sachs-is-short-docusign-growing-9-a-year-near-42-times-earnings-december-3-earnings-settle-it The Inference en 2026-10-25T17:01:19.730Z Goldman Sachs is short DocuSign, growing 9% a year near 42 times earnings; December 3 earnings settle it https://theinference.org/article/abbott-took-9-million-from-data-center-donors-since-july-2025-the-november-3-election-sets-the-rules The Inference en 2026-10-25T17:00:19.775Z Abbott took $9 million from data center donors since July 2025; the November 3 election sets the rules https://theinference.org/article/lam-research-said-parts-capped-its-guidance-ichor-s-november-2-report-tests-the-squeeze The Inference en 2026-10-25T16:13:20.048Z Lam Research said parts capped its guidance; Ichor's November 2 report tests the squeeze https://theinference.org/article/modine-reports-november-3-with-wall-street-at-305-and-the-tape-at-133 The Inference en 2026-10-25T16:12:19.786Z Modine reports November 3 with Wall Street at $305 and the tape at $133 https://theinference.org/article/pg-e-has-energized-174-megawatts-of-its-12-87-gigawatt-data-center-pipeline-and-cut-2-billion-of-capex The Inference en 2026-10-25T16:11:19.651Z PG&E has energized 174 megawatts of its 12.87-gigawatt data center pipeline and cut $2 billion of capex https://theinference.org/article/cxmt-s-profit-rose-just-1-to-4-on-15-to-20-more-sales-sk-hynix-reports-october-28 The Inference en 2026-10-25T16:10:19.534Z CXMT's profit rose just 1% to 4% on 15% to 20% more sales; SK hynix reports October 28 https://theinference.org/article/formfactor-s-revenue-passed-its-own-225-million-quarterly-ceiling-it-opened-a-texas-plant-and-fell-15-3 The Inference en 2026-10-25T16:09:19.822Z FormFactor's revenue passed its own $225 million quarterly ceiling; it opened a Texas plant and fell 15.3% https://theinference.org/article/morgan-stanley-and-goldman-sachs-count-9-billion-a-week-of-default-insurance-on-ai-debt The Inference en 2026-10-25T15:24:19.585Z Morgan Stanley and Goldman Sachs count $9 billion a week of default insurance on AI debt https://theinference.org/article/fico-freezes-its-10-mortgage-price-for-a-year-equifax-sells-the-1-rival-through-2028 The Inference en 2026-10-25T15:22:19.508Z FICO freezes its $10 mortgage price for a year; Equifax sells the $1 rival through 2028 https://theinference.org/article/palo-alto-rallies-on-the-bug-inside-its-own-firewall-before-the-fix-exists The Inference en 2026-10-25T15:16:19.619Z Palo Alto rallies on the bug inside its own firewall before the fix exists https://theinference.org/article/bending-spoons-shuts-vimeo-on-demand-on-november-20-and-buyers-lose-films-they-paid-for The Inference en 2026-10-25T15:15:19.700Z Bending Spoons shuts Vimeo On Demand on November 20, and buyers lose films they paid for https://theinference.org/article/coinbase-reports-q3-on-october-29-with-its-desk-pricing-an-80-december-hike-and-liquidity-down-13-billion The Inference en 2026-10-25T15:14:19.684Z Coinbase's desk prices an 80% December hike while liquidity sits $13 billion below May, with Q3 due October 29 https://theinference.org/article/texas-dmv-counted-43-tesla-cybercabs-in-one-day-465-total-the-first-check-on-tesla-s-robotaxi-miles The Inference en 2026-10-25T15:13:19.602Z Texas DMV counted 43 Tesla Cybercabs in one day, 465 total, the first check on Tesla's robotaxi miles https://theinference.org/article/eli-lilly-s-olomorasib-could-win-first-line-kras-lung-cancer-and-no-one-is-trading-the-option The Inference en 2026-10-25T15:12:19.810Z Eli Lilly's olomorasib could win first-line KRAS lung cancer, and no one is trading the option https://theinference.org/article/more-than-5-500-customers-use-workday-agents-flex-credits-have-no-disclosed-revenue-yet The Inference en 2026-10-25T15:10:44.114Z More than 5,500 customers use Workday agents; Flex Credits have no disclosed revenue yet https://theinference.org/article/affirm-s-cfo-sold-96-of-his-stock-at-80-the-street-says-buy-at-70 The Inference en 2026-10-25T14:15:19.359Z Affirm's CFO sold 96% of his stock at $80. The Street says buy at $70 https://theinference.org/article/applovin-s-axon-now-takes-53-of-ios-ad-revenue-while-the-stock-sits-at-a-52-week-low The Inference en 2026-10-25T14:12:20.010Z AppLovin's Axon now takes 53% of iOS ad revenue while the stock sits at a 52-week low https://theinference.org/article/larry-ellison-pledged-413-million-oracle-shares-to-fund-the-warner-deal-as-oracle-s-cds-hits-322-basis-points The Inference en 2026-10-25T14:11:19.190Z Larry Ellison pledged 413 million Oracle shares to fund the Warner deal as Oracle's CDS hits 322 basis points https://theinference.org/article/meta-s-new-share-class-funds-ai-and-lets-zuckerberg-sell-20-of-it-for-a-possible-california-wealth-tax The Inference en 2026-10-25T14:10:19.485Z Meta's new share class funds AI, and lets Zuckerberg sell 20% of it for a possible California wealth tax https://theinference.org/article/cornell-study-grok-named-the-republican-in-92-of-forced-answers-spacex-s-xai-unit-booked-7-6-billion The Inference en 2026-10-25T14:09:19.317Z Grok named the Republican in 92% of forced answers, and its $7.6 billion quarter rests on that API https://theinference.org/article/constellation-s-18-5-year-nuclear-contracts-meet-the-november-3-midterms-and-the-grid-cost-fight The Inference en 2026-10-25T14:08:19.679Z Constellation's 18.5-year nuclear contracts meet the November 3 midterms and the grid cost fight https://theinference.org/article/alphabet-s-195-billion-2026-capex-funds-gemini-and-deepmind-gets-the-compute-first The Inference en 2026-10-25T14:07:19.979Z Alphabet's $195 billion 2026 capex funds Gemini, and DeepMind gets the compute first https://theinference.org/article/intel-s-20-billion-stock-sale-at-95-first-since-1971-left-buyers-underwater-before-the-october-29-report The Inference en 2026-10-25T14:06:18.757Z Intel's $20 billion stock sale at $95, first since 1971, left buyers underwater before the October 29 report https://theinference.org/article/nvidia-guarantees-up-to-105-billion-of-openai-s-ohio-campus-coreweave-s-bonds-imply-near-63-default-odds The Inference en 2026-10-25T13:14:17.739Z Nvidia guarantees up to $105 billion of OpenAI's Ohio campus; CoreWeave's bonds imply near 63% default odds https://theinference.org/article/openai-now-decides-what-cerebras-s-wafer-is-worth The Inference en 2026-10-25T13:13:17.777Z OpenAI now decides what Cerebras's wafer is worth https://theinference.org/article/musk-admitted-spacex-capped-ukraine-s-starshield-links-for-a-week-kyiv-signed-nokia-and-iceye The Inference en 2026-10-25T13:12:18.335Z Musk admitted SpaceX capped Ukraine's Starshield links for a week; Kyiv signed Nokia and ICEYE https://theinference.org/article/binance-s-token-on-the-invesco-qqq-is-80-of-its-tokenized-stock-trading-robinhood-trades-59-after-hours The Inference en 2026-10-25T13:07:25.650Z Binance's token on the Invesco QQQ is 80% of its tokenized-stock trading; Robinhood trades 59% after hours https://theinference.org/article/amazon-says-its-cloud-is-largely-sold-out-through-2027-while-3-billion-a-month-of-nvidia-racks-wait-for-power The Inference en 2026-10-25T13:06:34.339Z Amazon says its cloud is largely sold out through 2027 while $3 billion a month of Nvidia racks wait for power https://theinference.org/article/garmin-reopens-its-developer-api-and-charges-1-000-to-enterprise-users-from-april-1-2027 The Inference en 2026-10-24T23:00:08.547Z Garmin reopens its developer API and charges $1,000 to enterprise users from April 1, 2027