https://theinference.org/article/amazon-s-1-billion-olive-branch-meets-a-198-billion-data-center-revolt The Inference en 2026-10-05T02:27:04.616Z Amazon's $1 billion olive branch meets a $198 billion data center revolt https://theinference.org/article/amphenol-booked-10-7bn-in-orders-its-10-q-says-24-of-the-55-growth-points-were-bought The Inference en 2026-10-05T02:27:03.635Z Amphenol booked $10.7bn in orders. Its 10-Q says 24 of the 55 growth points were bought. https://theinference.org/article/analog-devices-insiders-sold-99-million-in-a-year-and-never-bought-a-share The Inference en 2026-10-05T02:27:02.642Z Analog Devices insiders sold $99 million in a year and never bought a share https://theinference.org/article/ambiq-s-ceo-filed-a-1-1m-tax-sale-his-own-form-shows-11m-already-sold The Inference en 2026-10-05T02:27:01.643Z Ambiq's CEO filed a $1.1M tax sale; his own form shows $11M already sold https://theinference.org/article/at-s-built-2bn-of-ai-substrate-capacity-on-a-skipped-dividend-marvell-tests-it-on-6-october The Inference en 2026-10-05T02:27:00.653Z AT&S built €2bn of AI substrate capacity on a skipped dividend. Marvell tests it on 6 October https://theinference.org/article/asml-banked-china-s-13-billion-lithography-spree-washington-wants-the-maintenance-money The Inference en 2026-10-05T02:26:59.667Z ASML banked China's $13 billion lithography spree; Washington wants the maintenance money https://theinference.org/article/disco-s-record-42-7-margin-meets-the-rival-its-2019-squeeze-created The Inference en 2026-10-05T02:26:57.906Z Disco's record 42.7% margin meets the rival its 2019 squeeze created https://theinference.org/article/lambda-sells-insurers-1-billion-of-gpu-debt-at-6-78-for-30-000-nvidia-chips The Inference en 2026-10-05T02:26:55.408Z Lambda sells insurers $1 billion of GPU debt at 6.78% for 30,000 Nvidia chips https://theinference.org/article/huawei-pays-twice-for-the-ai-boom-200-a-phone-and-a-chip-that-eats-wafers The Inference en 2026-10-05T02:26:53.006Z Huawei Pays Twice for the AI Boom: $200 a Phone and a Chip That Eats Wafers https://theinference.org/article/micron-put-ceilings-on-its-own-boom-26-contracts-cap-a-third-of-revenue The Inference en 2026-10-05T02:26:52.000Z Micron Put Ceilings on Its Own Boom: 26 Contracts Cap a Third of Revenue https://theinference.org/article/citi-s-2-100-sandisk-call-leans-on-micron-sandisk-s-own-guide-leans-the-other-way The Inference en 2026-10-05T02:26:51.004Z Citi's $2,100 Sandisk call leans on Micron; Sandisk's own guide leans the other way https://theinference.org/article/wall-street-prices-nand-scarcity-through-2028-while-ymtc-builds-toward-samsung-s-scale The Inference en 2026-10-05T02:26:50.020Z Wall Street prices NAND scarcity through 2028 while YMTC builds toward Samsung's scale https://theinference.org/article/ferc-approved-5-2-billion-of-gas-pipe-on-data-center-forecasts-a-court-will-now-ask-who-needs-it The Inference en 2026-10-05T02:26:49.024Z FERC Approved $5.2 Billion of Gas Pipe on Data-Center Forecasts. A Court Will Now Ask Who Needs It. https://theinference.org/article/california-reseller-greg-lui-charged-over-300-million-of-nvidia-servers-routed-to-china The Inference en 2026-10-05T02:26:48.035Z California reseller Greg Lui charged over $300 million of Nvidia servers routed to China https://theinference.org/article/california-subpoenas-openai-as-its-rogue-agent-audit-burns-500-000-a-day The Inference en 2026-10-05T02:26:47.014Z California Subpoenas OpenAI as Its Rogue-Agent Audit Burns $500,000 a Day https://theinference.org/article/sealsq-paid-10-79-a-share-for-its-sister-company-it-closed-day-one-at-1-85 The Inference en 2026-10-05T02:26:46.013Z SEALSQ Paid $10.79 a Share For Its Sister Company. It Closed Day One at $1.85. https://theinference.org/article/ai-writes-60-of-airbnb-s-code-the-revenue-side-is-still-an-iou The Inference en 2026-10-05T02:26:45.032Z AI writes 60% of Airbnb's code; the revenue side is still an IOU https://theinference.org/article/siebel-moved-1-9-million-c3-ai-shares-between-his-own-vehicles-the-week-traders-bet-on-a-squeeze The Inference en 2026-10-05T02:26:44.035Z Siebel moved 1.9 million C3.ai shares between his own vehicles the week traders bet on a squeeze https://theinference.org/article/mercor-s-benchmark-flunked-12-real-cpas-the-fix-it-sells-is-more-humans The Inference en 2026-10-05T02:26:43.035Z Mercor's benchmark flunked 12 real CPAs; the fix it sells is more humans https://theinference.org/article/an-unrated-two-year-old-insurer-just-put-its-name-on-used-gpu-risk The Inference en 2026-10-05T02:26:42.010Z An Unrated, Two-Year-Old Insurer Just Put Its Name on Used-GPU Risk https://theinference.org/article/harvey-s-tools-helped-write-the-flawed-filing-the-warning-lands-on-the-law-firm-not-the-vendor The Inference en 2026-10-05T02:26:40.144Z Harvey's tools helped write the flawed filing; the warning lands on the law firm, not the vendor https://theinference.org/article/ibm-s-11-billion-confluent-deal-landed-in-a-software-line-growing-0-organically The Inference en 2026-10-05T02:26:38.975Z IBM's $11 billion Confluent deal landed in a software line growing 0% organically https://theinference.org/article/relativity-wires-its-case-data-to-claude-in-2027-harvey-and-legora-take-a-number The Inference en 2026-10-05T02:26:37.913Z Relativity wires its case data to Claude in 2027; Harvey and Legora take a number https://theinference.org/article/anthropic-spends-100m-on-10-000-engineers-while-11-million-face-an-unpaved-path The Inference en 2026-10-05T02:26:36.577Z Anthropic spends $100M on 10,000 engineers while 11 million face an unpaved path https://theinference.org/article/replit-promised-a-1-billion-year-the-storage-bill-arrived-first The Inference en 2026-10-05T02:26:31.354Z Replit promised a $1 billion year. The storage bill arrived first https://theinference.org/article/trimble-s-500m-credit-line-dies-january-29-the-sale-review-has-no-date The Inference en 2026-10-05T02:26:30.347Z Trimble's $500M Credit Line Dies January 29. The Sale Review Has No Date. https://theinference.org/article/apple-s-1bn-a-year-google-deal-powers-the-home-hub-europe-can-t-use The Inference en 2026-10-05T02:26:29.345Z Apple's $1bn-a-year Google deal powers the home hub Europe can't use https://theinference.org/article/anthropic-s-buyers-want-in-below-2-trillion-and-amazon-s-190-billion-mark-moves-first The Inference en 2026-10-05T02:26:28.062Z Anthropic's Buyers Want In Below $2 Trillion, and Amazon's $190 Billion Mark Moves First https://theinference.org/article/minimax-s-partners-now-sell-its-video-model-for-half-the-lab-s-own-price The Inference en 2026-10-05T02:26:27.068Z MiniMax's partners now sell its video model for half the lab's own price https://theinference.org/article/the-8th-circuit-suspended-the-one-law-that-priced-a-grok-imagine-image-at-500-000 The Inference en 2026-10-05T02:26:26.073Z The 8th Circuit suspended the one law that priced a Grok Imagine image at $500,000 https://theinference.org/article/butterfly-s-74-million-midjourney-license-rests-on-a-scanner-with-no-fda-clearance-and-no-ai The Inference en 2026-10-05T02:26:24.173Z Butterfly's $74 million Midjourney license rests on a scanner with no FDA clearance and no AI https://theinference.org/article/lilly-says-india-already-ran-the-glp-1-price-war-and-mounjaro-grew-anyway The Inference en 2026-10-05T02:26:23.184Z Lilly says India already ran the GLP-1 price war, and Mounjaro grew anyway https://theinference.org/article/15-billion-for-a-free-tool-openevidence-bets-its-doctors-reach-on-hospitals-and-cancer-trials The Inference en 2026-10-05T02:26:22.169Z $15 Billion for a Free Tool: OpenEvidence Bets Its Doctors' Reach on Hospitals and Cancer Trials https://theinference.org/article/novo-s-pill-keeps-winning-switchers-while-the-payers-behind-its-volume-math-walk-out The Inference en 2026-10-05T02:26:21.174Z Novo's pill keeps winning switchers while the payers behind its volume math walk out https://theinference.org/article/applied-digital-carries-2-5-billion-of-an-alabama-ai-factory-for-a-tenant-it-won-t-name The Inference en 2026-10-05T02:26:19.518Z Applied Digital Carries $2.5 Billion of an Alabama AI Factory for a Tenant It Won't Name https://theinference.org/article/base-power-sells-illinois-a-95-battery-and-keeps-an-11-760-rebate The Inference en 2026-10-05T02:26:18.538Z Base Power sells Illinois a $95 battery and keeps an $11,760 rebate https://theinference.org/article/michigan-makes-google-pay-for-power-it-does-not-use The Inference en 2026-10-05T02:26:17.544Z Michigan makes Google pay for power it does not use https://theinference.org/article/rwe-took-1-22bn-to-quit-us-wind-then-sold-1-5bn-of-green-bonds The Inference en 2026-10-05T02:26:14.129Z RWE took $1.22bn to quit US wind, then sold $1.5bn of green bonds https://theinference.org/article/gentherm-took-the-car-parts-business-and-the-110-year-old-modine-name-with-it The Inference en 2026-10-05T02:26:12.021Z Gentherm took the car-parts business, and the 110-year-old Modine name with it https://theinference.org/article/portolan-crossed-5-of-silicom-at-48-58-the-cfo-cashed-out-at-44-44 The Inference en 2026-10-05T02:26:11.015Z Portolan Crossed 5% of Silicom at $48.58. The CFO Cashed Out at $44.44. https://theinference.org/article/te-connectivity-gives-630-german-jobs-a-2028-expiry-date-and-spends-1-4bn-on-ai-power The Inference en 2026-10-05T02:26:09.797Z TE Connectivity gives 630 German jobs a 2028 expiry date and spends $1.4bn on AI power https://theinference.org/article/check-point-s-healthcare-ai-deal-landed-six-days-after-a-federal-deadline-to-patch-its-own-firewalls The Inference en 2026-10-05T02:26:08.073Z Check Point's Healthcare AI Deal Landed Six Days After a Federal Deadline to Patch Its Own Firewalls https://theinference.org/article/blue-origin-asks-the-faa-for-50-launches-a-year-from-a-pad-that-has-flown-once-in-2026 The Inference en 2026-10-05T02:26:06.544Z Blue Origin asks the FAA for 50 launches a year from a pad that has flown once in 2026 https://theinference.org/article/crowdstrike-s-president-sold-64-million-at-the-top-while-warning-ai-models-get-worse The Inference en 2026-10-05T02:26:05.232Z CrowdStrike's president sold $64 million at the top while warning AI models get worse https://theinference.org/article/a-maine-court-filing-puts-palantir-s-ice-database-in-evidence-weeks-before-britain-s-330m-decision The Inference en 2026-10-05T02:26:04.222Z A Maine court filing puts Palantir's ICE database in evidence, weeks before Britain's £330m decision https://theinference.org/article/okta-more-than-tripled-on-the-agent-boom-its-ceo-calls-that-revenue-too-small-to-show-up The Inference en 2026-10-05T02:26:03.225Z Okta more than tripled on the agent boom. Its CEO calls that revenue too small to show up https://theinference.org/article/the-secondary-fund-behind-estonia-s-tech-ranking-just-put-veriff-back-at-1-8-billion The Inference en 2026-10-05T02:26:02.115Z The secondary fund behind Estonia's tech ranking just put Veriff back at €1.8 billion https://theinference.org/article/netflix-swaps-650-million-of-auteurs-for-disney-s-leftovers The Inference en 2026-10-05T02:26:01.028Z Netflix Swaps $650 Million of Auteurs for Disney's Leftovers https://theinference.org/article/affirm-plants-48-month-22-apr-credit-inside-amazon-s-uk-checkout The Inference en 2026-10-05T02:25:59.821Z Affirm plants 48-month, 22% APR credit inside Amazon's UK checkout https://theinference.org/article/goldman-s-80m-handcuffs-now-hold-the-heir-not-the-handover The Inference en 2026-10-05T02:25:58.727Z Goldman's $80m handcuffs now hold the heir, not the handover https://theinference.org/article/crypto-has-41-million-riding-on-ohio-the-week-citi-turned-on-coinbase-s-bank-rail The Inference en 2026-10-05T02:25:57.150Z Crypto has $41 million riding on Ohio, the week Citi turned on Coinbase's bank rail https://theinference.org/article/an-ohio-school-cut-anduril-s-tax-bill-by-60-million-then-asked-homeowners-for-74-million The Inference en 2026-10-05T02:25:56.090Z An Ohio school cut Anduril's tax bill by $60 million, then asked homeowners for $74 million https://theinference.org/article/divorce-court-forces-sk-chairman-to-sell-700-million-of-stock-at-the-memory-boom-s-richest-prices The Inference en 2026-10-05T02:25:55.083Z Divorce court forces SK chairman to sell $700 million of stock at the memory boom's richest prices https://theinference.org/article/eli-lilly-gets-its-3-billion-dutch-factory-katwijk-keeps-the-water-and-gas-bill The Inference en 2026-10-05T02:25:53.997Z Eli Lilly Gets Its $3 Billion Dutch Factory. Katwijk Keeps the Water and Gas Bill. https://theinference.org/article/altman-calls-cerebras-a-close-partner-as-openai-s-fastest-tier-runs-on-nvidia The Inference en 2026-10-05T02:12:14.556Z Altman Calls Cerebras a 'Close Partner' as OpenAI's Fastest Tier Runs on Nvidia https://theinference.org/article/nvidia-prices-its-gpus-at-ten-years-wall-street-lends-against-three The Inference en 2026-10-05T02:12:13.143Z Nvidia prices its GPUs at ten years. Wall Street lends against three. https://theinference.org/article/foreign-funds-dumped-17-2tn-of-sk-hynix-and-samsung-in-a-month-while-both-lined-up-new-fabs The Inference en 2026-10-05T02:12:11.244Z Foreign funds dumped ₩17.2tn of SK hynix and Samsung in a month, while both lined up new fabs https://theinference.org/article/musk-confirms-tsmc-talks-for-terafab-the-ownership-split-decides-who-eats-the-16-8-billion The Inference en 2026-10-05T02:12:10.257Z Musk confirms TSMC talks for Terafab. The ownership split decides who eats the $16.8 billion https://theinference.org/article/samsung-intel-and-tsmc-promised-asml-s-400m-machine-work-none-promised-a-count The Inference en 2026-10-05T02:12:08.487Z Samsung, Intel and TSMC promised ASML's $400M machine work. None promised a count https://theinference.org/article/jane-street-set-etched-s-21-billion-price-and-is-its-only-named-customer The Inference en 2026-10-05T02:12:06.939Z Jane Street set Etched's $21 billion price and is its only named customer https://theinference.org/article/washington-s-9-9-million-globalfoundries-shares-are-up-29-and-the-exit-is-already-drafted The Inference en 2026-10-05T02:12:05.887Z Washington's 9.9 million GlobalFoundries shares are up 29%, and the exit is already drafted https://theinference.org/article/photronics-insiders-sold-596-000-the-week-a-board-probe-opened-neither-under-a-trading-plan The Inference en 2026-10-05T02:12:04.891Z Photronics insiders sold $596,000 the week a board probe opened, neither under a trading plan https://theinference.org/article/stmicro-s-fab-drinks-5-million-m3-a-year-the-village-above-it-gets-a-milk-truck The Inference en 2026-10-05T02:12:03.855Z STMicro's fab drinks 5 million m³ a year; the village above it gets a milk truck https://theinference.org/article/murata-walked-out-of-commodity-capacitors-and-handed-yageo-a-151-rally The Inference en 2026-10-05T02:12:02.858Z Murata walked out of commodity capacitors and handed Yageo a 151% rally https://theinference.org/article/x-fab-breaks-ground-on-a-300m-plus-fab-with-taxpayers-paying-1-27m-a-job The Inference en 2026-10-05T02:12:01.648Z X-FAB breaks ground on a €300m-plus fab with taxpayers paying €1.27m a job https://theinference.org/article/bull-builds-europe-s-supercomputers-at-home-then-pays-samsung-sk-hynix-and-micron-for-the-memory The Inference en 2026-10-05T02:12:00.084Z Bull builds Europe's supercomputers at home, then pays Samsung, SK Hynix and Micron for the memory https://theinference.org/article/elastic-co-founder-files-141-million-share-sale-just-below-the-street-s-average-target The Inference en 2026-10-05T02:11:56.921Z Elastic co-founder files $141 million share sale just below the street's average target https://theinference.org/article/gitlab-shipped-a-spending-meter-for-its-ai-agents-and-the-founder-s-trust-sold-101m The Inference en 2026-10-05T02:11:55.880Z GitLab shipped a spending meter for its AI agents, and the founder's trust sold $101M https://theinference.org/article/ibm-s-newest-director-buys-companies-like-ibm-for-a-living The Inference en 2026-10-05T02:11:54.864Z IBM's newest director buys companies like IBM for a living https://theinference.org/article/the-ai-is-in-2-500-hospitals-and-nowhere-on-the-invoice-wolters-kluwer-reports-4-november The Inference en 2026-10-05T02:11:53.864Z The AI is in 2,500 hospitals and nowhere on the invoice: Wolters Kluwer reports 4 November https://theinference.org/article/washington-purged-the-healthy-from-obamacare-molina-just-took-florida-s-sickest-kids The Inference en 2026-10-05T02:11:52.816Z Washington purged the healthy from Obamacare; Molina just took Florida's sickest kids https://theinference.org/article/tesla-must-build-1-000-robots-a-week-and-the-hands-keep-failing The Inference en 2026-10-05T02:11:51.449Z Tesla Must Build 1,000 Robots a Week, and the Hands Keep Failing https://theinference.org/article/exelon-s-power-plant-comeback-plan-is-running-into-maryland-s-ratepayer-wall The Inference en 2026-10-05T02:11:50.450Z Exelon's power plant comeback plan is running into Maryland's ratepayer wall https://theinference.org/article/cisco-s-9-3-billion-in-ai-orders-comes-due-just-as-hpe-finds-800-million-for-a-price-war The Inference en 2026-10-05T02:11:49.460Z Cisco's $9.3 billion in AI orders comes due just as HPE finds $800 million for a price war https://theinference.org/article/flex-signed-3-3-billion-of-one-year-debt-eight-days-after-a-ransomware-gang-listed-it The Inference en 2026-10-05T02:11:48.463Z Flex signed $3.3 billion of one-year debt eight days after a ransomware gang listed it https://theinference.org/article/national-grid-wires-five-london-data-centres-while-its-delivery-record-takes-the-hits The Inference en 2026-10-05T02:11:46.348Z National Grid wires five London data centres while its delivery record takes the hits https://theinference.org/article/petrobras-signed-20-years-with-sempra-then-bought-the-same-gas-from-cheniere The Inference en 2026-10-05T02:11:45.301Z Petrobras signed 20 years with Sempra, then bought the same gas from Cheniere https://theinference.org/article/crowdstrike-puts-safemind-on-nvidia-s-stage-while-check-point-patches-its-own-exploited-9-8s The Inference en 2026-10-05T02:11:44.315Z CrowdStrike puts SafeMind on NVIDIA's stage while Check Point patches its own exploited 9.8s https://theinference.org/article/four-awards-137-6m-zero-fleets-the-army-still-hasn-t-committed-to-epirus-s-microwave The Inference en 2026-10-05T02:11:43.115Z Four awards, $137.6M, zero fleets: the Army still hasn't committed to Epirus's microwave https://theinference.org/article/retail-traders-call-rubrik-the-hedge-against-ai-insiders-logged-125-sales-in-126-trades The Inference en 2026-10-05T02:11:41.231Z Retail traders call Rubrik the hedge against AI; insiders logged 125 sales in 126 trades https://theinference.org/article/gen-digital-owners-rejected-executive-pay-two-weeks-before-the-godaddy-leak The Inference en 2026-10-05T02:11:40.231Z Gen Digital owners rejected executive pay two weeks before the GoDaddy leak https://theinference.org/article/roblox-is-selling-ads-to-cover-a-bookings-hole-its-own-safety-rules-dug The Inference en 2026-10-05T02:11:39.167Z Roblox Is Selling Ads to Cover a Bookings Hole Its Own Safety Rules Dug https://theinference.org/article/three-majors-price-one-catalog-two-ways-76m-into-stability-60-202-claims-against-suno The Inference en 2026-10-05T02:11:38.161Z Three majors price one catalog two ways: $76M into Stability, 60,202 claims against Suno https://theinference.org/article/morgan-stanley-leaked-100-asia-deals-into-hong-kong-s-richest-quarter-ever The Inference en 2026-10-05T02:11:37.164Z Morgan Stanley leaked 100 Asia deals into Hong Kong's richest quarter ever https://theinference.org/article/meta-s-muse-gets-a-revenue-line-a-toll-on-everything-the-agent-buys The Inference en 2026-10-05T02:11:36.147Z Meta's Muse gets a revenue line: a toll on everything the agent buys https://theinference.org/article/intel-and-amd-lift-prices-10-and-hand-tsmc-s-bill-to-the-pc-makers The Inference en 2026-10-05T02:11:34.382Z Intel and AMD lift prices 10% and hand TSMC's bill to the PC makers https://theinference.org/article/chronoscale-promises-1-billion-in-ai-revenue-on-71-6-million-of-booked-sales The Inference en 2026-10-05T02:11:32.525Z ChronoScale Promises $1 Billion in AI Revenue on $71.6 Million of Booked Sales https://theinference.org/article/starboard-s-2-5-billion-dynatrace-demand-meets-the-915-million-arize-check The Inference en 2026-10-05T02:11:31.518Z Starboard's $2.5 billion Dynatrace demand meets the $915 million Arize check https://theinference.org/article/three-optical-startups-now-priced-above-marvell-s-entire-3-25-billion-fabric-purchase The Inference en 2026-10-05T02:11:30.154Z Three Optical Startups Now Priced Above Marvell's Entire $3.25 Billion Fabric Purchase https://theinference.org/article/oasis-now-holds-7-4-of-the-medical-network-that-reaches-92-of-japan-s-doctors The Inference en 2026-10-03T07:22:12.683Z Oasis now holds 7.4% of the medical network that reaches 92% of Japan's doctors https://theinference.org/article/rtx-locked-in-seven-years-of-sm-6-money-the-next-army-missile-went-to-five-rivals The Inference en 2026-10-03T07:22:11.651Z RTX Locked In Seven Years of SM-6 Money; the Next Army Missile Went to Five Rivals https://theinference.org/article/s-p-promotes-formfactor-into-the-midcap-400-where-funds-must-buy-what-insiders-keep-selling The Inference en 2026-10-03T07:22:10.386Z S&P Promotes FormFactor Into the MidCap 400, Where Funds Must Buy What Insiders Keep Selling https://theinference.org/article/nidec-asks-its-banks-for-600-billion-while-its-auditor-still-won-t-sign The Inference en 2026-10-03T07:22:07.482Z Nidec asks its banks for ¥600 billion while its auditor still won't sign https://theinference.org/article/partners-get-the-bench-early-applied-shareholders-get-the-asterisk The Inference en 2026-10-03T07:22:06.236Z Partners get the bench early, Applied shareholders get the asterisk https://theinference.org/article/ase-spends-roughly-nt-18-billion-in-17-days-and-18-analysts-see-just-2-5-upside The Inference en 2026-10-03T07:22:04.826Z ASE spends roughly NT$18 billion in 17 days, and 18 analysts see just 2.5% upside https://theinference.org/article/skhy-is-a-26-5-billion-ticket-to-a-40-7-premium-on-the-same-chipmaker The Inference en 2026-10-03T07:22:03.391Z SKHY is a $26.5 billion ticket to a 40.7% premium on the same chipmaker https://theinference.org/article/nidec-moves-to-sell-its-car-and-appliance-motor-units-before-bidders-sell-the-whole-company The Inference en 2026-10-03T07:22:02.320Z Nidec moves to sell its car and appliance motor units before bidders sell the whole company https://theinference.org/article/globalfoundries-runs-its-photonics-fabs-full-while-tower-banks-290-million-in-deposits The Inference en 2026-10-03T07:22:00.949Z GlobalFoundries runs its photonics fabs full while Tower banks $290 million in deposits https://theinference.org/article/pentagon-vets-lantronix-s-drone-computer-days-after-cisa-flagged-root-flaws-in-its-gateways The Inference en 2026-10-03T07:21:59.729Z Pentagon vets Lantronix's drone computer days after CISA flagged root flaws in its gateways https://theinference.org/article/lou-basenese-pitched-macom-as-an-ai-stock-on-fox-business-insiders-sold-all-year-bought-nothing The Inference en 2026-10-03T07:21:56.005Z Lou Basenese pitched MACOM as an AI stock on Fox Business. Insiders sold all year, bought nothing. https://theinference.org/article/the-army-award-that-moved-navitas-names-no-dollars-and-no-magnachip-magnachip-rose-15-anyway The Inference en 2026-10-03T07:21:53.682Z The Army Award That Moved Navitas Names No Dollars and No Magnachip: Magnachip Rose 15% Anyway https://theinference.org/article/chatgpt-s-agents-can-read-klaviyo-but-can-t-run-it The Inference en 2026-10-03T07:21:52.487Z ChatGPT's agents can read Klaviyo but can't run it https://theinference.org/article/index-funds-must-buy-twilio-by-tuesday-insiders-spent-a-year-selling-it The Inference en 2026-10-03T07:21:48.386Z Index funds must buy Twilio by Tuesday. Insiders spent a year selling it. https://theinference.org/article/samsara-s-founders-banked-20m-in-lockstep-while-buyers-paid-up-for-the-volkswagen-pop The Inference en 2026-10-03T07:21:46.999Z Samsara's founders banked $20M in lockstep while buyers paid up for the Volkswagen pop https://theinference.org/article/the-parcel-tax-backfired-into-a-6-4-million-square-foot-british-warehouse-grab The Inference en 2026-10-03T07:21:44.590Z The parcel tax backfired into a 6.4 million square foot British warehouse grab https://theinference.org/article/lilly-sells-a-modelled-57-diabetes-risk-cut-on-foundayo-just-as-its-drug-prices-fall The Inference en 2026-10-03T07:21:42.233Z Lilly sells a modelled 57% diabetes-risk cut on Foundayo just as its drug prices fall https://theinference.org/article/jefferies-saw-ai-coming-for-dassault-s-customers-flow-just-raised-50m-at-750m The Inference en 2026-10-03T07:21:38.968Z Jefferies saw AI coming for Dassault's customers. Flow just raised $50M at $750M. https://theinference.org/article/butterfly-s-chip-ships-inside-mendaera-s-robot-while-insiders-sold-31-95-million The Inference en 2026-10-03T07:21:37.728Z Butterfly's chip ships inside Mendaera's robot while insiders sold $31.95 million https://theinference.org/article/goldman-holds-5-76-of-siltronic-s-votes-and-0-17-of-its-stock The Inference en 2026-10-03T07:21:36.606Z Goldman holds 5.76% of Siltronic's votes and 0.17% of its stock https://theinference.org/article/free-web-video-matched-robot-lab-data-in-runway-s-own-test-and-the-weights-ship-free The Inference en 2026-10-03T07:21:35.266Z Free web video matched robot-lab data in Runway's own test, and the weights ship free https://theinference.org/article/sold-out-through-2026-iren-can-name-14-billion-of-a-30-billion-build The Inference en 2026-10-03T07:21:34.264Z Sold out through 2026, IREN can name $14 billion of a $30 billion build https://theinference.org/article/molina-recovered-34-million-of-michigan-medicaid-fraud-the-state-s-rates-never-subtracted-it The Inference en 2026-10-03T07:21:33.291Z Molina recovered $34 million of Michigan Medicaid fraud. The state's rates never subtracted it. https://theinference.org/article/houston-bills-jump-28-percent-as-centerpoint-s-texas-profits-climb-32 The Inference en 2026-10-03T07:21:32.278Z Houston bills jump 28 percent as CenterPoint's Texas profits climb 32 https://theinference.org/article/amazon-scrapped-its-maryland-data-center-and-bought-the-nuclear-plant-s-power-anyway The Inference en 2026-10-03T07:21:31.205Z Amazon scrapped its Maryland data center and bought the nuclear plant's power anyway https://theinference.org/article/veeva-gives-away-its-ai-agents-and-bills-the-seat-migration The Inference en 2026-10-03T07:21:30.212Z Veeva Gives Away Its AI Agents and Bills the Seat Migration https://theinference.org/article/crusoe-files-a-4-8bn-jayton-campus-and-project-hyper-hits-12bn-with-no-tenant-named The Inference en 2026-10-03T07:21:29.211Z Crusoe files a $4.8bn Jayton campus and Project Hyper hits $12bn with no tenant named https://theinference.org/article/oracle-volunteers-to-absorb-a-300-million-nuclear-bill-in-wisconsin The Inference en 2026-10-03T07:21:28.213Z Oracle volunteers to absorb a $300 million nuclear bill in Wisconsin https://theinference.org/article/unimicron-targets-up-to-40-more-ai-substrate-capacity-funded-by-no-one-but-itself The Inference en 2026-10-03T07:21:27.186Z Unimicron targets up to 40% more AI substrate capacity, funded by no one but itself https://theinference.org/article/the-wires-split-over-sequans-last-bitcoin-sale-the-sec-filing-says-314 The Inference en 2026-10-03T07:21:26.195Z The Wires Split Over Sequans' Last Bitcoin Sale; the SEC Filing Says 314 https://theinference.org/article/ge-vernova-is-buying-equity-in-its-own-order-book The Inference en 2026-10-03T07:21:25.104Z GE Vernova Is Buying Equity In Its Own Order Book https://theinference.org/article/galaxycore-raises-cny-4-2-billion-for-high-end-sensors-as-china-s-chip-premium-deflates The Inference en 2026-10-03T07:21:23.660Z GalaxyCore raises CNY 4.2 billion for high-end sensors as China's chip premium deflates https://theinference.org/article/latvia-s-post-duty-parcel-count-fell-26-in-july-and-pdd-bulls-say-europe-replaces-the-us-loophole The Inference en 2026-10-03T07:21:21.202Z Latvia's post-duty parcel count fell 26% in July, and PDD bulls say Europe replaces the US loophole https://theinference.org/article/suss-microtec-launches-into-a-5-4b-market-with-a-p-l-that-says-otherwise The Inference en 2026-10-03T07:21:19.383Z SUSS MicroTec launches into a €5.4B market with a P&L that says otherwise https://theinference.org/article/cognition-s-4-8x-benchmark-proves-throughput-not-cheaper-agent-work The Inference en 2026-10-03T07:21:16.298Z Cognition's 4.8x benchmark proves throughput, not cheaper agent work https://theinference.org/article/lovable-rents-shelf-space-from-two-landlords-building-its-rivals The Inference en 2026-10-03T07:21:14.839Z Lovable rents shelf space from two landlords building its rivals https://theinference.org/article/nextera-s-22-3-billion-texas-power-campus-is-not-nextera-s-to-own The Inference en 2026-10-03T07:21:10.791Z NextEra's $22.3 billion Texas power campus is not NextEra's to own https://theinference.org/article/foxconn-s-shanghai-rack-builder-now-trades-below-every-price-its-own-buyback-paid The Inference en 2026-10-03T07:21:07.384Z Foxconn's Shanghai rack builder now trades below every price its own buyback paid https://theinference.org/article/wafer-prices-are-set-to-jump-40-in-2027-and-sumco-s-president-isn-t-selling The Inference en 2026-10-03T07:21:06.308Z Wafer prices are set to jump 40% in 2027, and Sumco's president isn't selling https://theinference.org/article/tdk-and-taiyo-yuden-agree-to-study-an-ai-capacitor-alliance-the-pop-is-paid-for-with-time-not-earnings The Inference en 2026-10-03T07:21:04.868Z TDK and Taiyo Yuden agree to study an AI capacitor alliance; the pop is paid for with time, not earnings https://theinference.org/article/national-grid-s-rate-freeze-leaves-1-7-billion-waiting-on-new-york-gas-bills The Inference en 2026-10-03T07:21:03.859Z National Grid's rate "freeze" leaves $1.7 billion waiting on New York gas bills https://theinference.org/article/vast-data-s-biggest-customer-is-now-building-vast-s-layer The Inference en 2026-10-03T07:21:02.845Z VAST Data's Biggest Customer Is Now Building VAST's Layer https://theinference.org/article/flock-stops-billing-texas-police-to-keep-its-cameras-lit-past-the-election The Inference en 2026-10-03T07:21:01.798Z Flock stops billing Texas police to keep its cameras lit past the election https://theinference.org/article/for-the-second-time-disa-says-only-leidos-can-finish-dodnet-with-231-000-users-due The Inference en 2026-10-03T07:21:00.815Z For the second time, DISA says only Leidos can finish DODNet, with 231,000 users due https://theinference.org/article/ofac-blocked-seven-wallets-and-counted-6-1-million-the-cash-left-two-hops-ago The Inference en 2026-10-03T07:20:59.827Z OFAC Blocked Seven Wallets and Counted $6.1 Million. The Cash Left Two Hops Ago https://theinference.org/article/musk-s-phone-plan-is-not-viable-says-the-ceo-whose-price-target-just-got-cut The Inference en 2026-10-03T07:20:58.606Z Musk's Phone Plan Is "Not Viable," Says the CEO Whose Price Target Just Got Cut https://theinference.org/article/luma-s-hollywood-pitch-rests-on-a-borrowed-voice-and-a-model-layer-it-reportedly-rents The Inference en 2026-10-03T07:20:56.572Z Luma's Hollywood pitch rests on a borrowed voice and a model layer it reportedly rents https://theinference.org/article/pinterest-shipped-its-ai-ad-pivot-while-the-founder-s-trust-sold-24-million-at-falling-prices The Inference en 2026-10-03T07:20:55.587Z Pinterest shipped its AI ad pivot while the founder's trust sold $24 million at falling prices https://theinference.org/article/david-fincher-exits-netflix-the-year-it-bought-affleck-s-587-million-ai-studio The Inference en 2026-10-03T07:20:54.551Z David Fincher exits Netflix the year it bought Affleck's $587 million AI studio https://theinference.org/article/two-regulators-wrote-roblox-s-product-rules-this-week-and-insiders-sold-75-times The Inference en 2026-10-03T07:20:53.562Z Two Regulators Wrote Roblox's Product Rules This Week, and Insiders Sold 75 Times https://theinference.org/article/ai-buyers-have-locked-w3-6tr-of-2027-parts-from-samsung-electro-mechanics The Inference en 2026-10-03T07:20:52.556Z AI buyers have locked W3.6tr of 2027 parts from Samsung Electro-Mechanics https://theinference.org/article/lenders-want-9-95-from-sharonai-analysts-still-see-the-stock-at-105 The Inference en 2026-10-03T07:20:51.115Z Lenders want 9.95% from SharonAI. Analysts still see the stock at $105. https://theinference.org/article/gensyn-raised-43m-to-pool-the-world-s-gpus-now-it-settles-bets-and-its-swarm-runs-nothing The Inference en 2026-10-03T07:15:25.820Z Gensyn raised $43M to pool the world's GPUs. Now it settles bets and its swarm runs nothing. https://theinference.org/article/spotify-deleted-75-million-spam-tracks-and-its-flagship-playlists-started-shrinking The Inference en 2026-10-03T07:15:23.738Z Spotify deleted 75 million spam tracks and its flagship playlists started shrinking https://theinference.org/article/sap-s-ai-pivot-now-has-a-price-list-8-000-roles-and-a-dead-job-security-pact The Inference en 2026-10-03T07:15:20.790Z SAP's AI pivot now has a price list: 8,000 roles and a dead job-security pact https://theinference.org/article/one-judge-now-holds-meta-s-privacy-bill-and-the-bids-are-3-45-billion-and-40-billion The Inference en 2026-10-03T07:15:17.728Z One judge now holds Meta's privacy bill, and the bids are $3.45 billion and $40 billion https://theinference.org/article/uber-s-53-price-climb-built-its-profits-ai-agents-may-claw-them-back The Inference en 2026-10-03T07:15:16.526Z Uber's 53% Price Climb Built Its Profits. AI Agents May Claw Them Back https://theinference.org/article/runway-is-selling-its-rivals-models-inside-openai-s-store The Inference en 2026-10-03T07:15:15.341Z Runway is selling its rivals' models inside OpenAI's store https://theinference.org/article/salesforce-s-63b-comeback-leans-on-anthropic-paper-benioff-expects-to-sell The Inference en 2026-10-03T07:15:14.170Z Salesforce's $63B comeback leans on Anthropic paper Benioff expects to sell https://theinference.org/article/the-power-can-leave-oracle-s-data-center-the-18-billion-cannot The Inference en 2026-10-03T07:15:13.001Z The Power Can Leave Oracle's Data Center. The $18 Billion Cannot. https://theinference.org/article/amazon-is-selling-the-risk-on-8-billion-of-nvidia-chips-not-the-chips The Inference en 2026-10-03T07:15:11.746Z Amazon is selling the risk on $8 billion of Nvidia chips, not the chips https://theinference.org/article/amd-is-buying-the-ai-lab-it-funded-in-february-and-paying-with-8-2-billion-of-its-own-stock The Inference en 2026-10-03T07:15:10.172Z AMD Is Buying the AI Lab It Funded in February, and Paying With $8.2 Billion of Its Own Stock