https://theinference.org/article/verisk-surrenders-its-15-month-fight-to-escape-the-2-35-billion-acculynx-deal-leaving-the-ftc-the-last-gate The Inference en 2026-10-23T19:17:29.578Z Verisk surrenders its 15-month fight to escape the $2.35 billion AccuLynx deal, leaving the FTC the last gate https://theinference.org/article/neuberger-s-700-million-crusoe-loan-is-secured-by-gas-turbines-the-new-collateral-of-ai The Inference en 2026-10-23T19:08:29.581Z Neuberger's $700 million Crusoe loan is secured by gas turbines, the new collateral of AI https://theinference.org/article/murata-turns-away-customers-with-record-jpy-673-9-billion-orders-october-30-capex-decides The Inference en 2026-10-23T19:07:30.245Z Murata turns away customers with record JPY 673.9 billion orders; October 30 capex decides https://theinference.org/article/fabrinet-s-ceo-drew-13-6-million-1-317-times-its-median-worker-as-the-stock-sits-57-off-its-high The Inference en 2026-10-23T18:09:29.506Z Fabrinet's CEO drew $13.6 million, 1,317 times its median worker, as the stock sits 57% off its high https://theinference.org/article/asus-sells-out-its-1-299-xbox-handheld-in-five-days-as-pc-shipments-slide-21 The Inference en 2026-10-23T18:08:30.133Z ASUS sells out its $1,299 Xbox handheld in five days as PC shipments slide 21% https://theinference.org/article/tenable-gave-php-s-9-2-flaws-its-highest-rating-then-patched-php-out-of-its-own-scanners The Inference en 2026-10-23T18:07:29.468Z Tenable gave PHP's 9.2 flaws its highest rating, then patched PHP out of its own scanners https://theinference.org/article/rockwell-automation-launched-factorytalk-conductor-with-nvidia-models-insiders-sold-64-9-million The Inference en 2026-10-23T18:06:29.901Z Rockwell Automation launched FactoryTalk Conductor with Nvidia models; insiders sold $64.9 million https://theinference.org/article/bondholders-and-macquarie-eat-first-at-applied-digital-s-36-2-billion-table The Inference en 2026-10-23T18:05:29.873Z Bondholders and Macquarie eat first at Applied Digital's $36.2 billion table https://theinference.org/article/wec-energy-group-seeks-to-buy-2-billion-of-invenergy-gas-plants-no-regulator-tested-for-need The Inference en 2026-10-23T17:18:29.092Z WEC Energy Group seeks to buy $2 billion of Invenergy gas plants no regulator tested for need https://theinference.org/article/millennium-is-net-short-prologis-as-the-buyer-issues-shares-in-a-14-billion-takeover-of-segro The Inference en 2026-10-23T17:17:29.697Z Millennium is net short Prologis as the buyer issues shares in a £14 billion takeover of SEGRO https://theinference.org/article/canva-launches-its-own-craft-image-model-as-ideogram-prices-editable-design-files-at-up-to-32-cents The Inference en 2026-10-23T17:16:29.049Z Canva launches its own Craft image model as Ideogram prices editable design files at up to 32 cents https://theinference.org/article/netflix-names-peter-rice-content-chief-and-cuts-1-000-jobs-as-2026-ad-revenue-forecast-falls-to-2-7-billion The Inference en 2026-10-23T17:15:29.977Z Netflix names Peter Rice content chief and cuts 1,000 jobs as 2026 ad revenue forecast falls to $2.7 billion https://theinference.org/article/crowdstrike-says-four-hacking-groups-now-run-ai-agents-on-their-own-its-aidr-line-grew-79-fold The Inference en 2026-10-23T17:14:29.510Z CrowdStrike says four hacking groups now run AI agents on their own; its AIDR line grew 79-fold https://theinference.org/article/bwxt-s-poland-talks-are-a-headline-not-an-order-book-price-the-naval-fuel-before-november-2 The Inference en 2026-10-23T17:13:29.532Z BWXT's Poland talks are a headline, not an order book: price the naval fuel before November 2 https://theinference.org/article/two-prices-for-the-same-ai-fear-xero-is-discounted-58-while-sage-prints-a-record-high The Inference en 2026-10-23T17:12:29.921Z Two prices for the same AI fear: Xero is discounted 58% while Sage prints a record high https://theinference.org/article/ai-demand-is-pushing-exelon-back-into-the-generation-business-it-spun-off The Inference en 2026-10-23T17:11:29.590Z AI demand is pushing Exelon back into the generation business it spun off https://theinference.org/article/why-wall-street-got-the-ultra-clean-sell-off-backward The Inference en 2026-10-23T17:10:29.714Z Why Wall Street Got the Ultra Clean Sell-Off Backward https://theinference.org/article/france-pays-above-5-on-10-year-debt-for-the-first-time-since-2002-while-s-p-global-grades-it-a The Inference en 2026-10-23T16:26:27.134Z France pays above 5% on 10-year debt for the first time since 2002 while S&P Global grades it A+ https://theinference.org/article/microsoft-s-41-billion-capex-quarter-tops-its-35-8-billion-net-income-and-maia-is-the-bet The Inference en 2026-10-23T16:25:26.007Z Microsoft's $41 billion capex quarter tops its $35.8 billion net income, and Maia is the bet https://theinference.org/article/suno-and-udio-demand-streaming-data-that-could-price-a-9-billion-ai-music-damages-fight The Inference en 2026-10-23T16:24:26.201Z Suno and Udio demand streaming data that could price a $9 billion AI music damages fight https://theinference.org/article/riot-platforms-9-1-billion-ai-lease-rests-on-a-bridge-loan-expiring-december-31 The Inference en 2026-10-23T16:23:26.120Z Riot Platforms' $9.1 billion AI lease rests on a bridge loan expiring December 31 https://theinference.org/article/sprinklr-rose-17-on-salesforce-s-47-50-braze-deal-sprinklr-grew-1-braze-grew-26 The Inference en 2026-10-23T16:22:25.944Z Sprinklr rose 17% on Salesforce's $47.50 Braze deal, but grew 1% while Braze grew 26% https://theinference.org/article/nasa-s-safety-panel-counts-22-tanker-flights-for-spacex-s-starship-musk-says-6-to-8-blue-origin-waits The Inference en 2026-10-23T16:21:26.141Z NASA's safety panel counts 22 tanker flights for SpaceX's Starship; Musk says 6 to 8, Blue Origin waits https://theinference.org/article/intuitive-surgical-to-pay-450-million-to-settle-hospitals-antitrust-suit-revenue-per-procedure-falls-3-5 The Inference en 2026-10-23T16:20:26.101Z Intuitive Surgical to pay $450 million to settle hospitals' antitrust suit; revenue per procedure falls 3-5% https://theinference.org/article/reservoir-media-sues-suno-for-186-million-and-anthropic-for-151-million-over-ai-music-training The Inference en 2026-10-23T16:19:25.966Z Reservoir Media sues Suno for $186 million and Anthropic for $151 million over AI music training https://theinference.org/article/accenture-re-rated-from-9-8-to-18-6-times-earnings-as-its-asia-pacific-co-ceo-sold-1-4-million The Inference en 2026-10-23T16:18:36.875Z Accenture re-rated from 9.8 to 18.6 times earnings as its Asia-Pacific co-CEO sold $1.4 million https://theinference.org/article/tempus-ai-banks-192-5-million-from-bms-and-55-million-of-it-goes-through-a-related-party The Inference en 2026-10-23T16:17:26.193Z Tempus AI banks $192.5 million from BMS, and $55 million of it goes through a related party https://theinference.org/article/cloudflare-takes-over-the-compiler-ai-agents-check-their-code-with The Inference en 2026-10-23T16:16:26.227Z Cloudflare takes over the compiler AI agents check their code with https://theinference.org/article/nielsen-s-2-15-billion-doubleverify-deal-is-6-cents-from-done-14-demand-letters-two-suits The Inference en 2026-10-23T15:56:26.106Z Nielsen's $2.15 billion DoubleVerify deal is 6 cents from done; 14 demand letters, two suits https://theinference.org/article/comfort-systems-grew-revenue-53-7-backlog-nearly-doubled-to-17-8-billion-and-the-stock-fell The Inference en 2026-10-23T15:55:26.063Z Comfort Systems grew revenue 53.7%, backlog nearly doubled to $17.8 billion, and the stock fell https://theinference.org/article/at-t-s-copper-exit-frees-power-for-data-centers-while-911-systems-fail-on-the-wire-it-leaves-behind The Inference en 2026-10-23T15:54:25.984Z AT&T's copper exit frees power for data centers while 911 systems fail on the wire it leaves behind https://theinference.org/article/backblaze-s-ai-traffic-hit-a-record-while-the-stock-fell-32-to-8-63-q3-report-due-november-2 The Inference en 2026-10-23T15:50:25.985Z Backblaze's AI traffic hit a record while the stock fell 32% to $8.63; Q3 report due November 2 https://theinference.org/article/bloom-energy-sold-a-record-1-24-billion-of-fuel-cells-and-still-used-cash-doing-it The Inference en 2026-10-23T15:48:26.021Z Bloom Energy sold a record $1.24 billion of fuel cells and still used cash doing it https://theinference.org/article/western-digital-bets-on-denser-drives-not-more-factories-as-toshiba-doubles-output The Inference en 2026-10-23T15:40:26.096Z Western Digital bets on denser drives, not more factories, as Toshiba doubles output https://theinference.org/article/circle-shareholder-sues-trump-over-2-5-billion-of-uae-money-behind-stablecoin-rival-usd1 The Inference en 2026-10-23T15:28:25.804Z Circle shareholder sues Trump over $2.5 billion of UAE money behind stablecoin rival USD1 https://theinference.org/article/a-stolen-ssn-pinned-a-1-000-scam-on-the-wrong-woman-block-settled-cash-app-fraud-claims-for-12-million The Inference en 2026-10-23T15:19:25.784Z A stolen SSN pinned a $1,000 scam on the wrong woman; Block settled Cash App fraud claims for $12 million https://theinference.org/article/palantir-pays-prime-contractor-prices-in-washington-while-europe-s-armies-say-no The Inference en 2026-10-23T15:18:25.716Z Palantir pays prime-contractor prices in Washington while Europe's armies say no https://theinference.org/article/zscaler-hit-the-street-s-233-target-before-its-new-sales-chief-reported-a-quarter The Inference en 2026-10-23T15:16:25.799Z Zscaler hit the Street's $233 target before its new sales chief reported a quarter https://theinference.org/article/super-micro-s-4-billion-beat-is-real-only-if-the-cash-shows-up-on-november-3 The Inference en 2026-10-23T15:14:25.963Z Super Micro's $4 Billion Beat Is Real Only If the Cash Shows Up on November 3 https://theinference.org/article/calpers-cut-its-magnificent-seven-stake-26-while-blackrock-s-fink-counts-on-index-buyers-who-cannot-leave The Inference en 2026-10-23T15:11:25.685Z Calpers cut its Magnificent Seven stake 26% while BlackRock's Fink counts on index buyers who cannot leave https://theinference.org/article/fort-bend-offered-tesla-35-years-of-tax-breaks-for-a-plant-tesla-hasn-t-chosen The Inference en 2026-10-23T15:10:25.744Z Fort Bend offered Tesla 35 years of tax breaks for a plant Tesla hasn't chosen https://theinference.org/article/a-compounded-zepbound-recall-hands-eli-lilly-its-exhibit-as-a-fifth-of-us-glp-1-users-take-copies The Inference en 2026-10-23T15:09:25.689Z A compounded Zepbound recall hands Eli Lilly its exhibit as a fifth of US GLP-1 users take copies https://theinference.org/article/microsoft-s-next-xbox-is-projected-at-1-200-to-1-800-cloud-gaming-now-bills-3-99-per-10-hours The Inference en 2026-10-23T15:08:25.764Z Microsoft's next Xbox is projected at $1,200 to $1,800; cloud gaming now bills $3.99 per 10 hours https://theinference.org/article/volvo-hands-aurora-the-driverless-flag-six-days-before-the-80-million-test The Inference en 2026-10-23T15:07:25.698Z Volvo hands Aurora the driverless flag six days before the $80 million test https://theinference.org/article/fleets-got-ai-agents-from-samsara-and-motive-this-month-and-nobody-has-quoted-a-price The Inference en 2026-10-23T15:06:25.855Z Fleets got AI agents from Samsara and Motive this month, and nobody has quoted a price https://theinference.org/article/doordash-s-dashos-owns-the-restaurant-s-customer-data-as-fee-cutting-rivals-circle The Inference en 2026-10-23T15:05:26.046Z DoorDash's DashOS owns the restaurant's customer data as fee-cutting rivals circle https://theinference.org/article/a-second-tesla-full-self-driving-crash-in-nine-days-this-one-fatal-lands-on-the-december-cybercab-date The Inference en 2026-10-23T14:56:25.846Z A second Tesla Full Self-Driving crash in nine days, this one fatal, lands on the December Cybercab date https://theinference.org/article/ss-c-s-ceo-dared-anyone-to-rebuild-geneva-with-ai-in-two-weeks-his-blue-prism-unit-shrank-4-5-organically The Inference en 2026-10-23T14:52:25.743Z SS&C's CEO dared anyone to rebuild Geneva with AI in two weeks; his Blue Prism unit shrank 4.5% organically https://theinference.org/article/fifa-puts-the-2030-world-cup-on-the-market-and-netflix-is-interested-while-cutting-costs The Inference en 2026-10-23T14:51:25.791Z FIFA puts the 2030 World Cup on the market, and Netflix is interested while cutting costs https://theinference.org/article/veeva-sells-ai-flat-and-iqvia-s-seven-month-clock-starts-the-test The Inference en 2026-10-23T14:46:25.724Z Veeva sells AI flat, and IQVIA's seven-month clock starts the test https://theinference.org/article/nine-hundred-robotaxis-later-los-angeles-uber-drivers-are-working-17-8-fewer-hours The Inference en 2026-10-23T14:33:28.164Z Nine hundred robotaxis later, Los Angeles Uber drivers are working 17.8% fewer hours https://theinference.org/article/uber-gave-30-000-workers-an-ai-agent-and-kept-the-price-a-secret The Inference en 2026-10-23T14:28:25.795Z Uber gave 30,000 workers an AI agent and kept the price a secret https://theinference.org/article/life-insurers-bought-85-billion-of-ai-credit-and-moody-s-says-it-undercounts The Inference en 2026-10-23T14:20:25.721Z Life insurers bought $85 billion of AI credit, and Moody's says it undercounts https://theinference.org/article/celestica-fell-43-from-its-peak-on-no-news-and-the-verdict-lands-monday The Inference en 2026-10-23T14:19:25.604Z Celestica fell 43% from its peak on no news, and the verdict lands Monday https://theinference.org/article/tractian-s-1-4-billion-round-prices-physical-ai-at-14-times-revenue The Inference en 2026-10-23T14:18:25.696Z Tractian's $1.4 billion round prices physical AI at 14 times revenue https://theinference.org/article/coca-cola-hands-omnicom-800-million-of-north-america-media-wpp-keeps-the-4-billion-global-account The Inference en 2026-10-23T14:17:25.687Z Coca-Cola hands Omnicom $800 million of North America media; WPP keeps the $4 billion global account https://theinference.org/article/the-claude-fee-turns-ai-inside-salesforce-into-a-line-item-customers-can-cap The Inference en 2026-10-23T14:16:25.714Z The Claude Fee Turns AI Inside Salesforce Into a Line Item Customers Can Cap https://theinference.org/article/nvidia-backed-its-own-ai-customers-with-more-than-170-billion-81-run-gpus-at-half-capacity The Inference en 2026-10-23T14:15:25.727Z Nvidia backed its own AI customers with more than $170 billion; 81% run GPUs at half capacity https://theinference.org/article/china-clears-deepseek-and-minimax-to-license-ai-abroad-while-150-billion-sits-in-the-red The Inference en 2026-10-23T14:14:25.749Z China clears DeepSeek and MiniMax to license AI abroad while $150 billion sits in the red https://theinference.org/article/united-microelectronics-cfo-s-stake-fell-28-4-in-september-insiders-sold-526-million-and-bought-nothing The Inference en 2026-10-23T14:13:25.644Z United Microelectronics CFO's stake fell 28.4% in September; insiders sold $526 million and bought nothing https://theinference.org/article/lam-research-warned-china-sales-will-fall-qnity-down-9-5-with-china-a-third-of-revenue-reports-nov-4 The Inference en 2026-10-23T14:12:25.713Z Lam Research warned China sales will fall; Qnity, down 9.5% with China a third of revenue, reports Nov. 4 https://theinference.org/article/duke-energy-s-north-carolina-rate-ask-is-cut-in-half-a-42-monthly-credit-for-80-000-homes-ends-dec-31 The Inference en 2026-10-23T14:11:25.737Z Duke Energy's North Carolina rate ask is cut in half; a $42 monthly credit for 80,000 homes ends Dec. 31 https://theinference.org/article/nvidia-names-taiwan-not-china-for-a-15x-optical-capacity-build-eoptolink-fell-12-3-innolight-8-8 The Inference en 2026-10-23T14:10:25.829Z Nvidia names Taiwan, not China, for a 15x optical capacity build; Eoptolink fell 12.3%, Innolight 8.8% https://theinference.org/article/schneider-electric-pays-21x-for-ptc-while-autodesk-trades-at-6-6x-sales-its-cheapest-in-40-quarters The Inference en 2026-10-23T13:49:25.327Z Schneider Electric pays 21x for PTC while Autodesk trades at 6.6x sales, its cheapest in 40 quarters https://theinference.org/article/silicon-motion-fell-15-on-a-memory-rout-q2-revenue-rose-127-and-q3-prints-october-28 The Inference en 2026-10-23T13:47:25.483Z Silicon Motion fell 15% on a memory rout; Q2 revenue rose 127% and Q3 prints October 28 https://theinference.org/article/ibm-paid-11-billion-for-confluent-then-joined-nvidia-s-free-agent-knowledge-foundation The Inference en 2026-10-23T13:41:25.775Z IBM paid $11 billion for Confluent, then joined Nvidia's free Agent Knowledge Foundation https://theinference.org/article/lam-research-beat-estimates-and-still-fell-11-76-kla-s-october-28-print-settles-it The Inference en 2026-10-23T13:20:25.563Z Lam Research beat estimates and still fell 11.76%; KLA's October 28 print settles it https://theinference.org/article/astera-labs-guided-revenue-up-40-insiders-sold-486-million-and-bought-nothing The Inference en 2026-10-23T13:19:25.377Z Astera Labs guided revenue up 40%; insiders sold $486 million and bought nothing https://theinference.org/article/hhs-banned-claude-in-march-its-october-fix-is-a-no-bid-anthropic-award-after-a-1-a-year-run The Inference en 2026-10-23T13:18:25.869Z HHS banned Claude in March. Its October fix is a no-bid Anthropic award after a $1-a-year run https://theinference.org/article/ast-spacemobile-down-47-this-year-faces-a-viasat-fcc-objection-and-four-carriers-weighing-their-own-bid The Inference en 2026-10-23T13:17:25.474Z AST SpaceMobile, down 47% this year, faces a Viasat FCC objection and four carriers weighing their own bid https://theinference.org/article/coreweave-s-funding-gap-goldman-sachs-says-23-billion-bernstein-says-76-billion-bonds-yield-16 The Inference en 2026-10-23T13:16:26.051Z CoreWeave's funding gap: Goldman Sachs says $23 billion, Bernstein says $76 billion, bonds yield 16% https://theinference.org/article/openai-requires-approval-for-platforms-reselling-its-models-effective-november-20 The Inference en 2026-10-23T13:09:25.105Z OpenAI requires approval for platforms reselling its models, effective November 20 https://theinference.org/article/circuit-board-maker-ttm-technologies-beat-every-line-and-still-fell-27-7-on-its-record-quarter The Inference en 2026-10-23T13:04:25.232Z Circuit-board maker TTM Technologies beat every line and still fell 27.7% on its record quarter https://theinference.org/article/china-resources-micro-says-ai-servers-hit-the-power-wall-before-the-gpu-wall-q3-results-oct-30 The Inference en 2026-10-23T13:03:26.464Z China Resources Micro says AI servers hit the power wall before the GPU wall, Q3 results Oct. 30 https://theinference.org/article/spacex-is-negotiating-access-to-80-000-us-cell-sites-crown-castle-rose-9-as-at-t-verizon-and-t-mobile-fell The Inference en 2026-10-23T01:16:44.692Z SpaceX is negotiating access to 80,000 US cell sites; Crown Castle rose 9% as AT&T, Verizon and T-Mobile fell https://theinference.org/article/maxlinear-s-ai-profit-is-real-and-borrowed-infrastructure-revenue-up-210-covenant-cut-to-60-million The Inference en 2026-10-22T23:24:52.400Z MaxLinear's AI profit is real, and borrowed: infrastructure revenue up 210%, covenant cut to $60 million https://theinference.org/article/visa-charges-token-fees-mastercard-does-not-ubs-sizes-the-gap-before-their-oct-27-and-oct-29-earnings The Inference en 2026-10-22T23:20:52.084Z Visa charges token fees Mastercard does not; UBS sizes the gap before their Oct. 27 and Oct. 29 earnings https://theinference.org/article/pg-e-warns-25-000-customers-of-six-month-hookup-delays-as-its-ceo-predicts-a-bailout-case-from-the-regulator The Inference en 2026-10-22T23:08:52.046Z PG&E warns 25,000 customers of six-month hookup delays as its CEO predicts a bailout case from the regulator https://theinference.org/article/meta-lost-145-billion-the-ai-builders-lost-more The Inference en 2026-10-22T21:14:51.073Z Meta lost $145 billion. The AI builders lost more. https://theinference.org/article/sofi-is-paying-4-4-for-the-money-stablecoins-like-circle-s-usdc-hold-for-free The Inference en 2026-10-22T21:13:50.890Z SoFi is paying 4.4% for the money stablecoins like Circle's USDC hold for free https://theinference.org/article/the-earnings-call-never-raised-the-ukraine-throttle-and-buyers-started-pricing-the-off-switch The Inference en 2026-10-22T21:08:53.343Z The earnings call never raised the Ukraine throttle, and buyers started pricing the off switch https://theinference.org/article/opentext-concedes-the-ai-orchestration-layer-its-1-billion-of-new-debt-costing-6-70-to-7-15 The Inference en 2026-10-22T19:03:50.082Z OpenText concedes the AI orchestration layer, its $1 billion of new debt costing 6.70% to 7.15% https://theinference.org/article/microsoft-quit-nscale-s-uk-ai-campus-over-power-not-due-until-the-2030s-national-grid-reports-november-5 The Inference en 2026-10-22T19:02:50.337Z Microsoft quit Nscale's UK AI campus over power not due until the 2030s; National Grid reports November 5 https://theinference.org/article/abridge-carries-a-6-69-billion-mark-on-trials-showing-its-scribe-saves-22-minutes-a-day The Inference en 2026-10-22T19:01:50.345Z Abridge carries a $6.69 billion mark on trials showing its scribe saves 22 minutes a day https://theinference.org/article/nvidia-and-mistral-will-publish-the-ai-benchmarks-that-can-reprice-dassault-and-cadence-s-software The Inference en 2026-10-22T19:00:50.230Z Nvidia and Mistral Will Publish the AI Benchmarks That Can Reprice Dassault and Cadence's Software https://theinference.org/article/rbc-cuts-mobileye-to-5-against-an-11-consensus-before-its-october-29-report-with-20-6-of-the-float-short The Inference en 2026-10-22T18:09:48.653Z RBC cuts Mobileye to $5 against an $11 consensus before its October 29 report, with 20.6% of the float short https://theinference.org/article/honeywell-s-first-solo-quarter-proves-the-cost-cut-not-yet-the-autonomy-premium The Inference en 2026-10-22T18:08:48.680Z Honeywell's first solo quarter proves the cost cut, not yet the autonomy premium https://theinference.org/article/jane-street-and-citadel-each-crossed-5-of-cipher-digital-in-the-week-it-sold-850-million-of-0-notes The Inference en 2026-10-22T18:07:48.688Z Jane Street and Citadel each crossed 5% of Cipher Digital in the week it sold $850 million of 0% notes https://theinference.org/article/carrier-bets-600-million-that-its-factories-not-ai-demand-are-the-bottleneck The Inference en 2026-10-22T18:06:48.532Z Carrier Bets $600 Million That Its Factories, Not AI Demand, Are the Bottleneck https://theinference.org/article/nordic-semiconductor-s-record-235-million-quarter-falls-1-82-as-google-and-synaptics-target-its-sockets The Inference en 2026-10-22T18:05:48.747Z Nordic Semiconductor's record $235 million quarter falls 1.82% as Google and Synaptics target its sockets https://theinference.org/article/trane-buys-its-own-coil-supplier-the-day-nvidia-promises-near-zero-water-ai-factories The Inference en 2026-10-22T17:30:48.447Z Trane buys its own coil supplier the day Nvidia promises near-zero-water AI factories https://theinference.org/article/apple-to-block-identity-servers-on-iphones-the-ftc-leashed-publicis-s-2-2-billion-liveramp-purchase The Inference en 2026-10-22T17:29:48.393Z Apple to block identity servers on iPhones; the FTC leashed Publicis's $2.2 billion LiveRamp purchase https://theinference.org/article/corning-just-bet-585-million-that-the-ai-fiber-shortage-lasts-for-years The Inference en 2026-10-22T17:28:48.565Z Corning just bet $585 million that the AI fiber shortage lasts for years https://theinference.org/article/visa-s-china-approval-was-a-xi-trump-summit-concession-beijing-says-a-real-license-is-years-away The Inference en 2026-10-22T17:27:49.202Z Visa's China approval was a Xi-Trump summit concession, Beijing says; a real license is years away https://theinference.org/article/brussels-says-kkr-misled-it-to-clear-the-24-7-billion-telecom-italia-network-deal-kkr-denies The Inference en 2026-10-22T17:25:48.602Z Brussels says KKR misled it to clear the $24.7 billion Telecom Italia network deal; KKR denies https://theinference.org/article/ai-found-the-flaw-under-most-of-the-web-fastly-is-selling-a-wall-it-has-not-finished The Inference en 2026-10-22T17:20:49.069Z AI found the flaw under most of the web; Fastly is selling a wall it has not finished https://theinference.org/article/everpure-s-raised-outlook-comes-from-storage-not-the-platform-it-renamed-itself-for The Inference en 2026-10-22T17:19:48.234Z Everpure's raised outlook comes from storage, not the platform it renamed itself for https://theinference.org/article/fal-is-talked-up-to-15-billion-on-a-rate-card-that-moves-every-19-days The Inference en 2026-10-22T17:18:48.569Z fal is talked up to $15 billion on a rate card that moves every 19 days https://theinference.org/article/netflix-cannot-buy-warner-bros-now-its-20-billion-content-engine-has-to-invent-the-savings The Inference en 2026-10-22T17:17:48.520Z Netflix cannot buy Warner Bros. Now its $20 billion content engine has to invent the savings https://theinference.org/article/senators-ask-doj-to-fence-in-flock-s-plate-network-as-fairfax-shops-rivals-and-a-georgia-county-quits The Inference en 2026-10-22T17:16:48.502Z Senators ask DOJ to fence in Flock's plate network as Fairfax shops rivals and a Georgia county quits https://theinference.org/article/digital-realty-filed-a-1gw-indiana-campus-as-bernstein-says-only-35-of-announced-us-capacity-gets-built The Inference en 2026-10-22T16:13:48.471Z Digital Realty filed a 1GW Indiana campus as Bernstein says only 35% of announced US capacity gets built https://theinference.org/article/aep-s-4-billion-bloom-energy-plant-has-google-buying-20-years-of-power-and-a-december-deadline The Inference en 2026-10-22T16:12:49.200Z AEP's $4 billion Bloom Energy plant has Google buying 20 years of power and a December deadline https://theinference.org/article/nvidia-s-free-agent-runtime-covers-the-isolation-modal-just-priced-at-15-75-billion The Inference en 2026-10-22T16:11:48.516Z Nvidia's free agent runtime covers the isolation Modal just priced at $15.75 billion https://theinference.org/article/palo-alto-networks-has-no-pan-os-fix-for-php2shell-calls-it-9-2-and-sells-a-paid-virtual-patch The Inference en 2026-10-22T16:10:48.732Z Palo Alto Networks has no PAN-OS fix for PHP2Shell, calls it 9.2 and sells a paid virtual patch https://theinference.org/article/fortinet-s-customers-must-patch-blind-fixes-shipped-october-22-flaws-named-november-10-earnings-october-28 The Inference en 2026-10-22T16:09:48.618Z Fortinet's customers must patch blind: fixes shipped October 22, flaws named November 10, earnings October 28 https://theinference.org/article/doximity-put-wolters-kluwer-s-uptodate-inside-its-ask-tool-for-health-systems-and-named-no-price The Inference en 2026-10-22T16:08:48.786Z Doximity put Wolters Kluwer's UpToDate inside its Ask tool for health systems, and named no price https://theinference.org/article/xcel-runs-two-price-books-for-ai-data-centers-one-public-one-confidential The Inference en 2026-10-22T16:07:48.482Z Xcel runs two price books for AI data centers: one public, one confidential https://theinference.org/article/baidu-is-down-48-this-year-as-more-than-1-000-hong-kong-residents-get-free-apollo-go-rides The Inference en 2026-10-22T16:06:48.362Z Baidu is down 48% this year as more than 1,000 Hong Kong residents get free Apollo Go rides https://theinference.org/article/zhipu-s-rmb-1-billion-physical-ai-fund-is-mostly-hangzhou-s-money-not-zhipu-s The Inference en 2026-10-22T16:05:48.515Z Zhipu's RMB 1 billion physical AI fund is mostly Hangzhou's money, not Zhipu's https://theinference.org/article/perplexity-chases-30-billion-as-the-dow-jones-case-clears-expert-discovery-and-heads-to-a-jury The Inference en 2026-10-22T16:04:48.517Z Perplexity chases $30 billion as the Dow Jones case clears expert discovery and heads to a jury https://theinference.org/article/micron-named-hanmi-semiconductor-top-supplier-a-second-year-against-morgan-stanley-s-sell-case-on-hbm-bonders The Inference en 2026-10-22T16:03:48.468Z Micron names Hanmi Semiconductor a top supplier again, countering Morgan Stanley's HBM bonder sell case https://theinference.org/article/axon-says-ai-will-cut-25-to-30-of-research-work-by-year-end-november-3-report-tests-it The Inference en 2026-10-22T15:41:48.397Z Axon says AI will cut 25% to 30% of research work by year end; November 3 report tests it https://theinference.org/article/commerce-takes-equity-in-helion-at-its-15-5-billion-series-g-value-plus-up-to-175-million-for-chip-r-d The Inference en 2026-10-22T15:39:48.385Z Commerce takes equity in Helion at its $15.5 billion Series G value, plus up to $175 million for chip R&D https://theinference.org/article/constellation-s-nuclear-contracts-run-20-years-its-cash-problem-is-due-now The Inference en 2026-10-22T15:38:48.456Z Constellation's nuclear contracts run 20 years; its cash problem is due now https://theinference.org/article/roblox-most-played-game-on-earth-at-4-05-billion-hours-now-faces-addiction-suits-stock-down-37 The Inference en 2026-10-22T15:30:48.441Z Roblox, most-played game on earth at 4.05 billion hours, now faces addiction suits; stock down 37% https://theinference.org/article/rapid7-counted-ai-in-8-of-incidents-as-crowdstrike-rose-6-on-nvidia-s-agent-security-list The Inference en 2026-10-22T15:27:01.322Z Rapid7 counted AI in 8% of incidents as CrowdStrike rose 6% on Nvidia's agent-security list https://theinference.org/article/vertiv-rose-7-on-nvidia-s-14-day-ai-factory-design-but-17-partners-including-eaton-build-the-same-box The Inference en 2026-10-22T15:25:48.353Z Vertiv rose 7% on Nvidia's 14-day AI factory design, but 17 partners including Eaton build the same box https://theinference.org/article/oracle-trucks-fuel-at-four-times-pipeline-cost-to-its-ai-campuses-while-trump-posts-a-power-mandate The Inference en 2026-10-22T15:20:48.348Z Oracle trucks fuel at four times pipeline cost to its AI campuses while Trump posts a power mandate https://theinference.org/article/missouri-just-approved-945-mw-of-grid-ameren-has-already-signed-2-800-mw-of-data-centers The Inference en 2026-10-22T15:19:48.473Z Missouri just approved 945 MW of grid. Ameren has already signed 2,800 MW of data centers https://theinference.org/article/amazon-s-indiana-nuclear-deal-is-a-study-aep-s-69-gw-of-sold-load-is-the-story The Inference en 2026-10-22T15:18:48.280Z Amazon's Indiana nuclear deal is a study; AEP's 69 GW of sold load is the story https://theinference.org/article/applied-digital-s-newest-tenant-is-itself-the-soluna-deal-as-financing-template The Inference en 2026-10-22T15:17:48.283Z Applied Digital's Newest Tenant Is Itself: The Soluna Deal as Financing Template https://theinference.org/article/gitlab-s-second-10-0-severity-patch-in-nine-days-hits-self-managed-servers-with-downtime-not-gitlab-com The Inference en 2026-10-22T15:16:48.529Z GitLab's second 10.0-severity patch in nine days hits self-managed servers with downtime, not GitLab.com https://theinference.org/article/airbnb-bans-required-chores-on-bookings-from-november-20-hosts-pay-for-the-50-to-200-clean The Inference en 2026-10-22T15:15:48.333Z Airbnb bans required chores on bookings from November 20; hosts pay for the $50 to $200 clean https://theinference.org/article/grubhub-s-co-founder-is-back-charging-1-where-doordash-takes-up-to-30 The Inference en 2026-10-22T15:14:48.180Z Grubhub's co-founder is back, charging $1 where DoorDash takes up to 30% https://theinference.org/article/reuters-tsmc-surveys-suppliers-on-rare-earth-free-motors-every-fab-motor-needs-a-china-license The Inference en 2026-10-22T15:13:48.148Z TSMC surveys suppliers on rare-earth-free motors; every fab motor needs a China license https://theinference.org/article/cxmt-guides-to-132-5-billion-yuan-in-nine-month-profit-then-its-stock-falls-7-8 The Inference en 2026-10-22T15:12:48.183Z CXMT guides to 132.5 billion yuan in nine-month profit, then its stock falls 7.8% https://theinference.org/article/nebius-borrows-3-5-billion-12-points-cheaper-than-coreweave-whose-bonds-yield-15 The Inference en 2026-10-22T14:45:48.021Z Nebius borrows $3.5 billion 12 points cheaper than CoreWeave, whose bonds yield 15% https://theinference.org/article/penguin-solutions-record-fiscal-year-had-negative-152-million-cash-flow-insiders-sold-4-4-million The Inference en 2026-10-22T14:42:47.988Z Penguin Solutions' record fiscal year had negative $152 million cash flow: insiders sold $4.4 million https://theinference.org/article/deepmind-is-losing-researchers-over-google-s-israel-and-pentagon-contracts-including-1-2-billion-nimbus The Inference en 2026-10-22T14:41:48.524Z DeepMind is losing researchers over Google's Israel and Pentagon contracts, including $1.2 billion Nimbus https://theinference.org/article/navitas-says-its-2030-market-is-over-8-billion-it-guides-just-13-5-million-for-the-quarter The Inference en 2026-10-22T14:36:47.949Z Navitas says its 2030 market is over $8 billion; it guides just $13.5 million for the quarter https://theinference.org/article/hedge-fund-redemptions-on-ss-c-s-globeop-fell-to-1-62-in-october-no-sign-yet-of-ai-credit-stress The Inference en 2026-10-22T14:25:47.652Z Hedge fund redemptions on SS&C's GlobeOp fell to 1.62% in October, no sign yet of AI credit stress https://theinference.org/article/servicenow-made-its-arc-ai-agent-free-with-every-major-sku-1-billion-ai-book-tests-october-28 The Inference en 2026-10-22T14:24:47.727Z ServiceNow made its Arc AI agent free with every major SKU; $1 billion AI book tests October 28 https://theinference.org/article/harvey-s-agents-burned-15-6-billion-tokens-in-14-days-figma-s-gross-margin-fell-to-83-7 The Inference en 2026-10-22T14:23:47.532Z Harvey's agents burned 15.6 billion tokens in 14 days; Figma's gross margin fell to 83.7% https://theinference.org/article/sap-s-first-10-billion-quarter-shows-the-ai-agent-adds-to-the-seat-instead-of-replacing-it The Inference en 2026-10-22T14:22:47.489Z SAP's first €10 billion quarter shows the AI agent adds to the seat instead of replacing it https://theinference.org/article/nvidia-prepays-for-packaging-capacity-suss-microtec-s-record-backlog-ships-only-240-million-euros The Inference en 2026-10-22T14:21:47.542Z Nvidia prepays for packaging capacity; SUSS MicroTec's record backlog ships only 240 million euros https://theinference.org/article/openai-s-agents-cut-their-own-alarm-wires-and-the-market-sold-the-replacement-in-48-hours The Inference en 2026-10-22T14:20:47.641Z OpenAI's agents cut their own alarm wires, and the market sold the replacement in 48 hours https://theinference.org/article/teradyne-reports-october-27-with-a-guide-below-its-1-33-billion-record The Inference en 2026-10-22T14:19:47.708Z Teradyne reports October 27 with a guide below its $1.33 billion record https://theinference.org/article/dte-asks-michigan-regulators-for-6-4-billion-in-gas-sierra-club-says-ai-data-centers-drive-it The Inference en 2026-10-22T14:18:47.533Z DTE asks Michigan regulators for $6.4 billion in gas; Sierra Club says AI data centers drive it https://theinference.org/article/ibm-s-software-grew-8-but-half-came-from-confluent-s-11-billion-deal-and-lapses-in-q2-2027 The Inference en 2026-10-22T14:17:47.488Z IBM's software grew 8%, but half came from Confluent's $11 billion deal and lapses in Q2 2027 https://theinference.org/article/broadcom-s-cofounder-sold-750-million-of-stock-while-its-ceo-called-ai-investors-gamblers The Inference en 2026-10-22T14:16:59.185Z Broadcom's cofounder sold $750 million of stock while its CEO called AI investors gamblers https://theinference.org/article/credo-fell-21-6-in-ocp-week-on-ai-funding-fear-not-the-cable-launch-the-nov-30-report-decides The Inference en 2026-10-22T14:15:47.523Z Credo fell 21.6% in OCP week on AI-funding fear, not the cable launch; the Nov. 30 report decides https://theinference.org/article/groq-raises-650-million-with-no-valuation-disclosed-to-buy-nvidia-branded-racks-of-its-own-chip The Inference en 2026-10-22T14:14:47.652Z Groq raises $650 million with no valuation disclosed to buy Nvidia-branded racks of its own chip https://theinference.org/article/besi-booked-record-342-6-million-orders-and-324-profit-growth-the-stock-is-down-more-than-50 The Inference en 2026-10-22T14:13:47.636Z Besi booked record €342.6 million orders and 324% profit growth; the stock is down more than 50% https://theinference.org/article/texas-instruments-says-a-humanoid-carries-500-to-1-000-of-its-chips-and-dates-the-ramp-to-2027 The Inference en 2026-10-22T14:12:47.590Z Texas Instruments says a humanoid carries $500 to $1,000 of its chips, and dates the ramp to 2027 https://theinference.org/article/one-buyer-was-73-of-bloom-energy-s-record-quarter-tonight-s-report-has-to-repeat-it The Inference en 2026-10-22T13:14:47.426Z One buyer was 73% of Bloom Energy's record quarter. Tonight's report has to repeat it https://theinference.org/article/spacex-paid-60-billion-for-cursor-now-bundled-at-30-a-month-that-excludes-claude-and-gpt The Inference en 2026-10-22T13:13:47.355Z SpaceX paid $60 billion for Cursor, now bundled at $30 a month that excludes Claude and GPT https://theinference.org/article/aehr-test-systems-insiders-sold-62-5-million-and-bought-nothing-as-the-stock-fell-32-3-in-a-month The Inference en 2026-10-22T13:12:47.445Z Aehr Test Systems insiders sold $62.5 million and bought nothing as the stock fell 32.3% in a month https://theinference.org/article/lam-research-s-china-revenue-was-35-of-sales-and-is-guided-lower-acm-research-reports-nov-5 The Inference en 2026-10-22T13:11:47.380Z Lam Research's China revenue was 35% of sales and is guided lower; ACM Research reports Nov. 5 https://theinference.org/article/catl-bought-back-rmb800-million-as-shares-fell-11-41-a-2-battery-tax-lifts-its-tax-bill-to-rmb2-21-billion The Inference en 2026-10-22T13:10:47.309Z CATL bought back RMB800 million as shares fell 11.41%; a 2% battery tax lifts its tax bill to RMB2.21 billion https://theinference.org/article/australia-s-court-orders-apple-to-open-iphone-outside-rails-free-from-march-1-2027-us-commission-down-18 The Inference en 2026-10-22T13:09:47.336Z Australia's court orders Apple to open iPhone outside rails free from March 1, 2027; US commission down 18% https://theinference.org/article/coherent-fell-28-on-coreweave-s-debt-scare-not-its-order-book-ai-lasers-sold-out-through-2027 The Inference en 2026-10-22T13:08:47.513Z Coherent fell 28% on CoreWeave's debt scare, not its order book: AI lasers sold out through 2027 https://theinference.org/article/spotify-raised-prices-and-subscribers-stayed-arpu-up-9-3-with-december-churn-as-the-real-test The Inference en 2026-10-22T13:07:51.226Z Spotify raised prices and subscribers stayed: ARPU up 9.3%, with December churn as the real test https://theinference.org/article/pichai-says-google-cloud-forgoes-revenue-so-deepmind-gets-compute-first-a-514-billion-backlog-waits The Inference en 2026-10-22T13:06:47.684Z Pichai says Google Cloud forgoes revenue so DeepMind gets compute first; a $514 billion backlog waits https://theinference.org/article/tesla-s-1-53-billion-cash-beat-was-unpaid-bills-and-it-lands-in-the-3-5-trillion-spacex-merger-talks The Inference en 2026-10-22T13:05:47.446Z Tesla's $1.53 billion cash beat was unpaid bills, and it lands in the $3.5 trillion SpaceX merger talks https://theinference.org/article/sitime-s-november-4-print-tests-a-guided-doubling-with-targets-from-370-to-900 The Inference en 2026-10-22T13:04:47.098Z SiTime's November 4 print tests a guided doubling, with targets from $370 to $900 https://theinference.org/article/fico-s-growth-is-one-fee-and-the-fhfa-put-a-1-rival-score-on-the-same-pricing-grid The Inference en 2026-10-22T03:21:41.678Z FICO's growth is one fee, and the FHFA put a $1 rival score on the same pricing grid https://theinference.org/article/paypal-s-checkout-is-inside-glance-an-ai-shopping-agent-on-60-million-devices-but-volume-waits-until-2028 The Inference en 2026-10-22T02:33:41.321Z PayPal's checkout is inside Glance, an AI shopping agent on 60 million devices, but volume waits until 2028 https://theinference.org/article/meta-s-muse-shopping-agent-hit-10-9-million-downloads-as-amazon-blocked-it-and-walmart-opened-checkout The Inference en 2026-10-22T02:29:41.372Z Meta's Muse shopping agent hit 10.9 million downloads as Amazon blocked it and Walmart opened checkout https://theinference.org/article/tesla-dated-cybercab-sales-to-outside-fleets-for-december-full-self-driving-subscribers-wait-until-2027 The Inference en 2026-10-22T02:28:41.627Z Tesla dated Cybercab sales to outside fleets for December; Full Self-Driving subscribers wait until 2027 https://theinference.org/article/molina-healthcare-beat-estimates-and-held-guidance-yet-its-profit-fell-53-and-the-stock-sank-about-5 The Inference en 2026-10-21T23:15:40.119Z Molina Healthcare beat estimates and held guidance, yet its profit fell 53% and the stock sank about 5% https://theinference.org/article/kinder-morgan-s-backlog-jumped-half-in-one-quarter-to-a-record-14-4-billion The Inference en 2026-10-21T23:04:40.236Z Kinder Morgan's backlog jumped half in one quarter to a record $14.4 billion https://theinference.org/article/texas-instruments-revenue-rose-28-and-chips-act-cash-made-up-nearly-a-fifth-of-its-free-cash-flow The Inference en 2026-10-21T21:22:40.051Z Texas Instruments' revenue rose 28% and CHIPS Act cash made up nearly a fifth of its free cash flow https://theinference.org/article/meta-s-25-billion-fine-hits-the-books-long-before-it-leaves-the-bank The Inference en 2026-10-21T21:21:39.900Z Meta's $25 billion fine hits the books long before it leaves the bank https://theinference.org/article/ibm-s-first-quarter-since-openai-s-97-9-cobol-score-mainframe-down-20-billing-software-up-9 The Inference en 2026-10-21T21:20:40.014Z IBM's first quarter since OpenAI's 97.9% COBOL score: mainframe down 20%, billing software up 9% https://theinference.org/article/walmart-opens-checkout-to-ai-agents-with-spending-caps-and-returns-amazon-keeps-meta-s-muse-out The Inference en 2026-10-21T21:19:40.701Z Walmart opens checkout to AI agents with spending caps and returns; Amazon keeps Meta's Muse out https://theinference.org/article/meta-burned-cash-for-the-first-time-in-three-years-then-minted-stock-only-zuckerberg-s-entities-approved The Inference en 2026-10-21T21:18:40.012Z Meta burned cash for the first time in three years, then minted stock only Zuckerberg's entities approved