https://theinference.org/article/openai-settles-for-1-25-trillion-below-the-1-405-trillion-anthropic-asks-public-buyers-nov-18 The Inference en 2026-11-12T00:21:18.983Z OpenAI settles for $1.25 trillion, below the $1.405 trillion Anthropic asks public buyers Nov. 18 https://theinference.org/article/nvidia-s-6-3-billion-coreweave-order-survives-a-huang-exit-but-the-next-financing-does-not The Inference en 2026-11-11T22:20:03.886Z Nvidia's $6.3 billion CoreWeave order survives a Huang exit, but the next financing does not https://theinference.org/article/verisilicon-s-backlog-is-up-266-this-year-to-rmb18-57-billion-as-its-loss-widened-to-rmb869-million The Inference en 2026-11-11T22:06:03.999Z VeriSilicon's backlog is up 266% this year to RMB18.57 billion as its loss widened to RMB869 million https://theinference.org/article/sony-s-anime-chief-a-season-that-took-a-year-now-takes-three-to-four-years-in-a-28-billion-market The Inference en 2026-11-11T22:05:06.277Z Sony's anime chief: a season that took a year now takes three to four years in a $28 billion market https://theinference.org/article/kulicke-soffa-s-board-ties-fiscal-2027-bonuses-to-operating-profit-and-gross-margin-not-net-income The Inference en 2026-11-11T20:05:29.257Z Kulicke & Soffa's board ties fiscal 2027 bonuses to operating profit and gross margin, not net income https://theinference.org/article/thai-airways-says-60-529-passenger-records-exposed-via-amadeus-finnair-116-000-amadeus-gives-no-total The Inference en 2026-11-11T20:04:29.998Z Thai Airways says 60,529 passenger records exposed via Amadeus; Finnair 116,000; Amadeus gives no total https://theinference.org/article/johnson-controls-and-armada-ship-first-modular-ai-data-center-from-dublin-to-norway-on-just-9-mw-of-orders The Inference en 2026-11-11T20:03:29.311Z Johnson Controls and Armada ship first modular AI data center from Dublin to Norway on just 9 MW of orders https://theinference.org/article/bigbear-ai-s-baggage-scanning-ai-joins-europe-s-44-state-approval-list-but-only-23-of-backlog-is-funded The Inference en 2026-11-11T20:02:29.784Z BigBear.ai's baggage-scanning AI joins Europe's 44-state approval list, but only 23% of backlog is funded https://theinference.org/article/asml-s-1-3-billion-mistral-stake-is-worth-about-2-3-billion-on-paper-and-still-no-euro-figure-for-the-work The Inference en 2026-11-11T20:01:29.483Z ASML's €1.3 billion Mistral stake is worth about €2.3 billion on paper, and still no euro figure for the work https://theinference.org/article/finland-becomes-11th-country-to-clear-tesla-s-renamed-assisted-driving-system The Inference en 2026-11-11T20:00:30.047Z Finland becomes 11th country to clear Tesla's renamed Assisted Driving system https://theinference.org/article/acm-research-pays-its-asml-hired-coo-in-options-struck-at-83-58-nearly-double-the-44-61-close The Inference en 2026-11-11T19:23:29.053Z ACM Research pays its ASML-hired COO in options struck at $83.58, nearly double the $44.61 close https://theinference.org/article/veritone-moves-its-earnings-call-past-the-day-its-45-6-million-notes-mature The Inference en 2026-11-11T19:22:30.851Z Veritone moves its earnings call past the day its $45.6 million notes mature https://theinference.org/article/axon-agrees-to-pay-1-2-billion-for-skydio-at-5-2-billion-pre-money-about-five-times-bookings The Inference en 2026-11-11T19:21:29.173Z Axon agrees to pay $1.2 billion for Skydio at $5.2 billion pre-money, about five times bookings https://theinference.org/article/transom-capital-bids-8-a-share-for-soundthinking-plus-up-to-3-in-a-payout-agreement-not-signed The Inference en 2026-11-11T19:20:29.336Z Transom Capital bids $8 a share for SoundThinking, plus up to $3 in a payout agreement not signed https://theinference.org/article/ondas-announced-an-israeli-attack-drone-order-with-no-price-q3-revenue-guided-to-140-million-to-155-million The Inference en 2026-11-11T19:19:29.253Z Ondas announced an Israeli attack-drone order with no price; Q3 revenue guided to $140 million to $155 million https://theinference.org/article/morgan-stanley-agreed-to-buy-vinyl-equity-which-keeps-ipo-shareholder-registers-ahead-of-anthropic-s-ipo The Inference en 2026-11-11T19:18:35.943Z Morgan Stanley buys Vinyl Equity, the register keeper, a day before Anthropic's IPO roadshow https://theinference.org/article/gao-rules-december-21-on-rocket-lab-s-challenge-to-blue-origin-s-700-million-mars-award The Inference en 2026-11-11T19:17:29.364Z GAO rules December 21 on Rocket Lab's challenge to Blue Origin's $700 million Mars award https://theinference.org/article/coherent-s-proposed-fcc-ban-lands-in-2028-its-chinese-laser-supply-is-a-601-million-letter-of-intent The Inference en 2026-11-11T19:16:29.946Z Coherent's proposed FCC ban lands in 2028; its Chinese laser supply is a $601 million letter of intent https://theinference.org/article/molina-healthcare-s-cfo-lays-out-a-path-to-9-50-eps-in-2027-on-4-of-fixes-not-yet-earned The Inference en 2026-11-11T19:15:29.127Z Molina Healthcare's CFO lays out a path to $9.50 EPS in 2027, on $4 of fixes not yet earned https://theinference.org/article/twilio-lands-its-first-eight-figure-voice-ai-deal-then-says-99-of-the-market-is-untapped The Inference en 2026-11-11T19:14:29.316Z Twilio lands its first eight-figure voice-AI deal, then says 99% of the market is untapped https://theinference.org/article/keefe-bruyette-downgrades-riot-platforms-on-anthropic-tenant-risk-23-target-vs-jefferies-28 The Inference en 2026-11-11T18:23:29.468Z Keefe Bruyette downgrades Riot Platforms on Anthropic tenant risk, $23 target vs Jefferies' $28 https://theinference.org/article/monad-says-visa-added-it-to-stablecoin-settlement-as-run-rate-hits-25-billion The Inference en 2026-11-11T18:19:29.503Z Monad Says Visa Added It to Stablecoin Settlement as Run Rate Hits $25 Billion https://theinference.org/article/prologis-says-new-us-warehouses-need-rents-27-higher-before-building-pays The Inference en 2026-11-11T18:18:29.674Z Prologis says new US warehouses need rents 27% higher before building pays https://theinference.org/article/mara-sold-13-597-bitcoin-for-1-1-billion-after-ferc-cleared-its-1-5-billion-long-ridge-gas-plant-buy The Inference en 2026-11-11T18:17:29.481Z MARA sold 13,597 bitcoin for $1.1 billion after FERC cleared its $1.5 billion Long Ridge gas plant buy https://theinference.org/article/luma-ai-cut-resold-kling-and-seedance-rates-by-about-half-and-adobe-put-models-in-premiere The Inference en 2026-11-11T18:16:29.569Z Luma AI cut resold Kling and Seedance rates by about half, and Adobe put models in Premiere https://theinference.org/article/kkr-s-17-billion-usi-sale-to-aon-frees-3-3-billion-after-tax-and-the-cfo-has-not-decided-on-a-split The Inference en 2026-11-11T18:15:29.761Z KKR's $17 billion USI sale to Aon frees $3.3 billion after tax, and the CFO has not decided on a split https://theinference.org/article/fcc-opens-december-review-of-spacex-s-8-billion-spectrum-transfer The Inference en 2026-11-11T18:14:33.358Z FCC opens December review of SpaceX's $8 billion spectrum transfer https://theinference.org/article/epam-retired-about-5-of-its-shares-for-500-million-while-sales-are-guided-flat The Inference en 2026-11-11T18:13:29.218Z EPAM retired about 5% of its shares for $500 million while sales are guided flat https://theinference.org/article/starlink-s-156-residential-bills-start-nov-30-in-missouri-and-kansas-after-revenue-per-customer-fell-to-69 The Inference en 2026-11-11T18:12:29.956Z Starlink's $156 residential bills start Nov. 30 in Missouri and Kansas after revenue per customer fell to $69 https://theinference.org/article/southern-company-can-sell-12-million-shares-at-any-moment-as-its-capital-plan-could-reach-100-billion The Inference en 2026-11-11T18:11:29.473Z Southern Company can sell 12 million shares at any moment as its capital plan could reach $100 billion https://theinference.org/article/technoprobe-reports-tonight-equita-sees-q4-revenue-down-7-to-292-million-banks-see-double-the-price The Inference en 2026-11-11T17:42:28.694Z Technoprobe reports tonight: Equita sees Q4 revenue down 7% to €292 million; banks see double the price https://theinference.org/article/netflix-used-ai-on-300-titles-this-year-and-cut-its-ad-forecast-to-2-7-billion The Inference en 2026-11-11T17:12:28.281Z Netflix used AI on 300 titles this year and cut its ad forecast to $2.7 billion https://theinference.org/article/elliott-and-brookfield-price-1-4-billion-of-secured-notes-at-10-5-to-fund-their-doubleverify-buyout The Inference en 2026-11-11T17:11:28.484Z Elliott and Brookfield price $1.4 billion of secured notes at 10.5% to fund their DoubleVerify buyout https://theinference.org/article/micron-jumps-12-with-an-86-8-gross-margin-as-coreweave-raises-its-2026-outlook-to-13-3-billion The Inference en 2026-11-11T17:10:29.154Z Micron jumps 12% with an 86.8% gross margin as CoreWeave raises its 2026 outlook to $13.3 billion https://theinference.org/article/google-s-gemini-robotics-2-5-hit-96-on-live-mercedes-production-lines-with-no-order-or-price-attached The Inference en 2026-11-11T17:09:32.375Z Google's Gemini Robotics 2.5 hit 96% on live Mercedes production lines, with no order or price attached https://theinference.org/article/a-middle-east-buyer-commits-405-million-to-aerovironment-s-counter-drone-lasers The Inference en 2026-11-11T17:07:30.807Z A Middle East buyer commits $405 million to AeroVironment's counter-drone lasers https://theinference.org/article/the-stock-palo-alto-networks-paid-cyberark-with-nearly-doubled-165-at-closing-to-326-now The Inference en 2026-11-11T17:06:28.302Z The stock Palo Alto Networks paid CyberArk with nearly doubled, $165 at closing to $326 now https://theinference.org/article/coreweave-named-vast-data-a-partner-then-agreed-to-buy-ssds-directly-from-solidigm-backlog-132-5-billion The Inference en 2026-11-11T17:05:28.049Z CoreWeave named VAST Data a partner, then agreed to buy SSDs directly from Solidigm; backlog $132.5 billion https://theinference.org/article/google-bought-crusoe-s-wyoming-ai-campus-price-undisclosed-as-google-plans-a-17-billion-buildout The Inference en 2026-11-11T17:04:28.176Z Google bought Crusoe's Wyoming AI campus, price undisclosed, as Google plans a $17 billion buildout https://theinference.org/article/palantir-s-revenue-outside-america-is-376-million-a-quarter-as-helsing-launches-a-european-military-ai-rival The Inference en 2026-11-11T17:03:29.198Z Palantir's revenue outside America is $376 million a quarter as Helsing launches a European military AI rival https://theinference.org/article/block-agrees-to-answer-ftc-questions-on-1-500-frozen-square-accounts-by-year-end The Inference en 2026-11-11T17:02:28.378Z Block agrees to answer FTC questions on 1,500 frozen Square accounts by year-end https://theinference.org/article/duke-energy-asks-florida-for-300-mw-of-solar-and-a-1-billion-savings-claim-six-days-after-a-data-center-loss The Inference en 2026-11-11T17:01:28.476Z Duke Energy asks Florida for 300 MW of solar and a $1 billion savings claim, six days after a data-center loss https://theinference.org/article/zeta-global-s-46-growth-was-30-organic-and-its-q4-guide-slows-to-22-to-24 The Inference en 2026-11-11T16:24:29.039Z Zeta Global's 46% growth was 30% organic, and its Q4 guide slows to 22% to 24% https://theinference.org/article/talen-energy-sells-750-mw-of-capacity-for-100-million-a-year-keeps-the-power-merchant The Inference en 2026-11-11T16:21:28.186Z Talen Energy sells 750 MW of capacity for $100 million a year, keeps the power merchant https://theinference.org/article/germany-s-cartel-office-says-paypal-s-no-surcharge-rule-may-violate-competition-law The Inference en 2026-11-11T16:20:28.277Z Germany's cartel office says PayPal's no-surcharge rule may violate competition law https://theinference.org/article/gen-digital-s-antivirus-core-grew-5-while-the-12-headline-rode-debt-funded-moneylion The Inference en 2026-11-11T16:19:28.166Z Gen Digital's antivirus core grew 5% while the 12% headline rode debt-funded MoneyLion https://theinference.org/article/oracle-spent-its-20-billion-funding-cap-in-five-days-then-lost-tencent-and-microsoft The Inference en 2026-11-11T16:18:27.904Z Oracle spent its $20 billion funding cap in five days, then lost Tencent and Microsoft https://theinference.org/article/gov-spanberger-moves-to-force-nextera-s-sealed-fitness-memo-into-the-67-billion-dominion-merger-hearing The Inference en 2026-11-11T16:17:28.095Z Gov. Spanberger moves to force NextEra's sealed fitness memo into the $67 billion Dominion merger hearing https://theinference.org/article/pg-e-freezes-2-billion-of-grid-spending-as-california-s-wildfire-liability-law-stalls The Inference en 2026-11-11T16:16:28.081Z PG&E freezes $2 billion of grid spending as California's wildfire liability law stalls https://theinference.org/article/entergy-tells-louisiana-regulators-its-meta-deal-may-not-save-customers-a-penny-amid-a-33-billion-buildout The Inference en 2026-11-11T16:15:28.064Z Entergy tells Louisiana regulators its Meta deal may not save customers a penny, amid a $33 billion buildout https://theinference.org/article/cleveland-moves-to-swap-100-flock-safety-cameras-for-a-one-year-axon-contract-with-no-price-set The Inference en 2026-11-11T16:14:28.244Z Cleveland moves to swap 100 Flock Safety cameras for a one-year Axon contract, with no price set https://theinference.org/article/groq-asks-private-investors-for-8-billion-2-5-times-its-august-price The Inference en 2026-11-11T16:13:33.067Z Groq asks private investors for $8 billion, 2.5 times its August price https://theinference.org/article/iren-s-3-year-old-nvidia-h100s-re-rented-at-double-the-price-6-billion-of-its-15-billion-build-unfunded The Inference en 2026-11-11T16:04:27.818Z IREN's 3-year-old Nvidia H100s re-rented at double the price; $6 billion of its $15 billion build unfunded https://theinference.org/article/coreweave-raised-prices-twice-in-a-quarter-hippocratic-ai-charges-a-fixed-2-50-an-hour-for-admin-calls The Inference en 2026-11-11T15:54:29.093Z CoreWeave raised prices twice in a quarter; Hippocratic AI charges a fixed $2.50 an hour for admin calls https://theinference.org/article/modine-starts-its-largest-chiller-plant-in-texas-data-center-orders-topped-1-billion-in-a-quarter The Inference en 2026-11-11T15:53:31.533Z Modine starts its largest chiller plant in Texas; data-center orders topped $1 billion in a quarter https://theinference.org/article/musk-says-grok-4-8-trails-claude-opus-5-5-anthropic-will-pay-spacex-3-1-billion-a-month-from-december The Inference en 2026-11-11T15:49:28.141Z Musk says Grok 4.8 trails Claude Opus 5.5; Anthropic will pay SpaceX $3.1 billion a month from December https://theinference.org/article/veeva-moves-ai-to-flat-fees-with-vault-ai-at-10-of-the-vault-subscription-and-no-ai-dollar-yet The Inference en 2026-11-11T15:48:28.164Z Veeva moves AI to flat fees, with Vault AI at 10% of the Vault subscription, and no AI dollar yet https://theinference.org/article/anthropic-s-600-billion-bull-case-exists-only-in-goldman-s-private-ipo-model The Inference en 2026-11-11T15:47:28.661Z Anthropic's $600 billion bull case exists only in Goldman's private IPO model https://theinference.org/article/qualcomm-cuts-about-1-000-jobs-in-india-and-the-wi-fi-and-bluetooth-teams-behind-its-iot-story-take-the-hit The Inference en 2026-11-11T15:46:28.002Z Qualcomm cuts about 1,000 jobs in India, and the Wi-Fi and Bluetooth teams behind its IoT story take the hit https://theinference.org/article/asmpt-kept-its-smt-unit-and-management-says-hbm-stacking-tool-demand-waits-until-2029 The Inference en 2026-11-11T15:45:28.753Z ASMPT kept its SMT unit, and management says HBM stacking-tool demand waits until 2029 https://theinference.org/article/anthropic-s-claude-hosts-adobe-apps-and-sells-a-figjam-rival-while-figma-s-connector-is-still-in-development The Inference en 2026-11-11T15:16:27.809Z Anthropic hosts Adobe apps in Claude and sells a FigJam rival, while Figma's connector is still in development https://theinference.org/article/google-opens-its-strongest-gemini-model-at-2-per-million-tokens-ahead-of-anthropic-s-ipo-pricing-nov-18 The Inference en 2026-11-11T15:14:27.440Z Google opens its strongest Gemini model at $2 per million tokens ahead of Anthropic's IPO pricing Nov. 18 https://theinference.org/article/temu-s-monthly-active-users-fell-18-in-october-before-europe-s-full-5-per-item-toll-hits-pdd The Inference en 2026-11-11T15:13:27.710Z Temu's monthly active users fell 18% in October, before Europe's full €5 per-item toll hits PDD https://theinference.org/article/pinnacle-west-s-arizona-public-service-asks-regulators-for-a-25-year-tsmc-deal-covering-1-9-gigawatts The Inference en 2026-11-11T15:12:27.222Z Pinnacle West's Arizona Public Service asks regulators for a 25-year TSMC deal covering 1.9 gigawatts https://theinference.org/article/percona-shipped-a-free-mongodb-ai-search-twin-btig-s-417-target-on-mongodb-rests-on-atlas The Inference en 2026-11-11T15:11:27.379Z Percona shipped a free MongoDB AI search twin; BTIG's $417 target on MongoDB rests on Atlas https://theinference.org/article/the-information-reports-snowflake-and-hubspot-are-avoiding-ai-spending-caps-that-bind The Inference en 2026-11-11T15:10:27.444Z Snowflake's agents dodge the spending caps that made them safe to buy https://theinference.org/article/thirteen-banks-cut-microchip-technology-targets-none-dropped-buy-consensus-sits-43-above-60-33 The Inference en 2026-11-11T15:09:27.493Z Thirteen banks cut Microchip targets, none dropped Buy; consensus sits 43% above $60.33 https://theinference.org/article/mckinsey-agent-token-bills-could-reach-20-of-bank-labor-costs-jpmorgan-caps-claude-code-at-2-000-a-month The Inference en 2026-11-11T15:08:26.793Z McKinsey: agent token bills could reach 20% of bank labor costs; JPMorgan caps Claude Code at $2,000 a month https://theinference.org/article/ibm-ends-visa-sponsorship-for-most-roles-in-its-150-000-person-consulting-arm The Inference en 2026-11-11T15:07:28.153Z IBM ends visa sponsorship for most roles in its 150,000-person consulting arm https://theinference.org/article/mercor-raises-750-million-at-20-billion-on-a-tasker-network-paying-2-to-10-an-hour The Inference en 2026-11-11T15:06:27.226Z Mercor raises $750 million at $20 billion on a tasker network paying $2 to $10 an hour https://theinference.org/article/jfrog-s-ceo-sold-1-5-million-of-stock-into-the-record-ai-rally The Inference en 2026-11-11T14:58:27.596Z JFrog's CEO sold $1.5 million of stock into the record AI rally https://theinference.org/article/mediatek-needs-november-and-december-to-jump-41-52-over-october-to-cash-its-q4-guide The Inference en 2026-11-11T14:48:26.395Z MediaTek needs November and December to jump 41-52% over October to cash its Q4 guide https://theinference.org/article/stmicroelectronics-ceo-warns-ai-data-centers-are-starving-car-chip-lines-aumovio-sees-a-1-billion-2027-hit The Inference en 2026-11-11T14:31:27.757Z STMicroelectronics CEO warns AI data centers are starving car-chip lines; Aumovio sees a €1 billion 2027 hit https://theinference.org/article/samsung-electro-mechanics-capacitor-wait-hits-61-weeks-on-digikey-five-times-the-industry-norm The Inference en 2026-11-11T14:19:26.346Z Samsung Electro-Mechanics' capacitor wait hits 61 weeks on DigiKey, five times the industry norm https://theinference.org/article/quanta-services-expects-its-data-center-construction-line-to-grow-260-to-280-in-2026 The Inference en 2026-11-11T14:17:26.425Z Quanta Services expects its data-center construction line to grow 260% to 280% in 2026 https://theinference.org/article/cerebras-cto-and-coo-sold-228-million-under-prearranged-plans-before-the-lock-up-expired-november-9 The Inference en 2026-11-11T14:16:26.433Z Cerebras CTO and COO sold $228 million under prearranged plans before the lock-up expired November 9 https://theinference.org/article/openai-says-its-models-go-dark-in-cursor-on-nov-12-and-spacex-s-7-56-billion-segment-shows-no-split The Inference en 2026-11-11T14:15:30.215Z OpenAI says its models go dark in Cursor on Nov. 12, and SpaceX's $7.56 billion segment shows no split https://theinference.org/article/anthropic-s-ipo-filing-says-either-side-can-cancel-34-9-billion-of-its-41-3-billion-lambda-deal The Inference en 2026-11-11T14:14:26.558Z Anthropic's IPO filing says either side can cancel $34.9 billion of its $41.3 billion Lambda deal https://theinference.org/article/halve-dram-prices-and-cxmt-would-still-earn-a-79-margin-charles-kau-says-ten-fabs-could-flood-dram-by-2028 The Inference en 2026-11-11T14:13:28.394Z Halve DRAM prices and CXMT would still earn a 79% margin; Charles Kau says ten fabs could flood DRAM by 2028 https://theinference.org/article/coreweave-s-300-000-gpus-come-off-contract-paid-for-its-47-billion-of-debt-is-not The Inference en 2026-11-11T14:12:29.812Z CoreWeave's 300,000 GPUs come off contract paid for; its $47 billion of debt is not https://theinference.org/article/spacex-pays-singulus-67-million-for-the-first-starmind-solar-cell-line-its-first-priced-orbital-hardware The Inference en 2026-11-11T02:16:20.736Z SpaceX pays Singulus $67 million for the first Starmind solar-cell line, its first priced orbital hardware https://theinference.org/article/rigetti-s-1-4-million-quarter-leaves-its-20-million-year-resting-on-india-s-c-dac The Inference en 2026-11-11T00:05:49.486Z Rigetti's $1.4 million quarter leaves its $20 million year resting on India's C-DAC https://theinference.org/article/skild-ai-open-sources-its-physics-engine-up-to-13-times-faster-than-nvidia-s-physx-in-nvidia-s-newton The Inference en 2026-11-11T00:04:49.581Z Skild AI open-sources its physics engine, up to 13 times faster than Nvidia's PhysX, in Nvidia's Newton https://theinference.org/article/coreweave-s-q4-interest-bill-of-up-to-1-15-billion-closes-in-on-its-full-year-adjusted-operating-income The Inference en 2026-11-10T22:19:50.895Z CoreWeave's Q4 interest bill of up to $1.15 billion closes in on its full-year adjusted operating income https://theinference.org/article/tennessee-signs-bwxt-grant-for-714-5m-uranium-plant-as-bookings-fall-76 The Inference en 2026-11-10T22:12:51.803Z Tennessee signs BWXT grant for $714.5M uranium plant as bookings fall 76% https://theinference.org/article/southern-company-puts-the-operator-of-its-data-center-build-in-charge-of-the-whole-system The Inference en 2026-11-10T22:11:13.734Z Southern Company puts the operator of its data-center build in charge of the whole system https://theinference.org/article/bmw-awards-lg-energy-solution-its-first-ev-cell-contract-us-built-from-2028 The Inference en 2026-11-10T22:09:51.255Z BMW awards LG Energy Solution its first EV cell contract, US-built from 2028 https://theinference.org/article/spacex-agreed-to-pay-8-billion-for-800mhz-spectrum-doubling-calpers-money-and-shutting-out-ast-spacemobile The Inference en 2026-11-10T20:34:50.813Z SpaceX agreed to pay $8 billion for 800MHz spectrum, doubling Calpers' money and shutting out AST SpaceMobile https://theinference.org/article/hims-hers-grew-revenue-49-to-890-million-lost-33-million-and-cut-its-2026-profit-outlook-a-third-time The Inference en 2026-11-10T20:30:50.842Z Hims & Hers grew revenue 49% to $890 million, lost $33 million, and cut its 2026 profit outlook a third time https://theinference.org/article/anthropic-files-for-ipo-at-70-to-78-a-share-near-1-trillion-with-amazon-s-239-billion-mark-on-the-line The Inference en 2026-11-10T20:20:51.290Z Anthropic files for IPO at $70 to $78 a share, near $1 trillion, with Amazon's $239 billion mark on the line https://theinference.org/article/terawulf-sues-its-host-town-of-lansing-over-public-records The Inference en 2026-11-10T20:14:50.659Z TeraWulf sues its host town of Lansing over public records https://theinference.org/article/pseg-raises-its-five-year-regulated-investment-plan-to-22-5-25-5-billion The Inference en 2026-11-10T20:13:51.178Z PSEG raises its five-year regulated investment plan to $22.5-25.5 billion https://theinference.org/article/constellation-energy-ceo-calls-data-center-demand-forecasts-massively-overstated-ge-vernova-stock-fell-7-4 The Inference en 2026-11-10T19:17:50.683Z Constellation Energy CEO calls data-center demand forecasts massively overstated; GE Vernova stock fell 7.4% https://theinference.org/article/rackspace-triples-capex-to-104-million-with-92-million-of-fresh-stock-while-amd-commits-to-buy-nothing-yet The Inference en 2026-11-10T19:13:50.993Z Rackspace triples capex to $104 million with $92 million of fresh stock while AMD commits to buy nothing yet https://theinference.org/article/judge-freezes-jacobs-700-million-milwaukee-sewer-contract The Inference en 2026-11-10T19:12:51.150Z Judge Freezes Jacobs' $700 Million Milwaukee Sewer Contract https://theinference.org/article/sony-s-boycott-quarter-set-records-127-million-players-78-digital The Inference en 2026-11-10T19:11:51.717Z Sony's boycott quarter set records: 127 million players, 78% digital https://theinference.org/article/fermi-bets-its-stalled-campus-on-three-refurbished-new-jersey-turbines The Inference en 2026-11-10T19:11:08.059Z Fermi bets its stalled campus on three refurbished New Jersey turbines https://theinference.org/article/sanmina-pushed-3-5-billion-of-loan-maturities-to-2031 The Inference en 2026-11-10T19:09:51.566Z Sanmina pushed $3.5 billion of loan maturities to 2031 https://theinference.org/article/nato-put-axon-on-its-counter-drone-catalog-with-no-disclosed-price The Inference en 2026-11-10T19:08:50.569Z NATO put Axon on its counter-drone catalog with no disclosed price https://theinference.org/article/rockwell-s-ceo-bought-1-55-million-of-his-own-stock-after-the-ai-rout The Inference en 2026-11-10T19:07:50.963Z Rockwell's CEO bought $1.55 million of his own stock after the AI rout https://theinference.org/article/mara-rose-11-on-a-3-billion-ai-pipeline-its-own-filing-calls-not-yet-contracted-79-million-is-signed The Inference en 2026-11-10T18:22:50.099Z MARA rose 11% on a $3 billion AI pipeline its own filing calls not yet contracted; $79 million is signed https://theinference.org/article/october-cpi-locks-in-a-december-hike-that-lands-three-weeks-after-anthropic-s-90-billion-ipo-prices The Inference en 2026-11-10T18:16:49.817Z October CPI locks in a December hike that lands three weeks after Anthropic's $90 billion IPO prices https://theinference.org/article/anthropic-hired-a-uk-lobby-firm-the-week-it-priced-its-1-4-trillion-ipo The Inference en 2026-11-10T18:15:50.308Z Anthropic hired a UK lobby firm the week it priced its $1.4 trillion IPO https://theinference.org/article/spacex-asks-its-company-town-for-a-tax-break-on-a-24-billion-gas-plant-and-data-center The Inference en 2026-11-10T18:14:50.106Z SpaceX asks its company town for a tax break on a $24 billion gas plant and data center https://theinference.org/article/moody-s-warns-of-costlier-2027-credit-having-just-priced-its-own-bonds-at-4-125 The Inference en 2026-11-10T18:13:50.959Z Moody's warns of costlier 2027 credit, having just priced its own bonds at 4.125% https://theinference.org/article/mara-and-riot-sold-4-54-billion-of-bitcoin-in-2026-to-fund-ai-data-centers-jefferies-upgraded-riot-to-buy The Inference en 2026-11-10T18:12:50.789Z MARA and Riot sold $4.54 billion of bitcoin in 2026 to fund AI data centers; Jefferies upgraded Riot to Buy https://theinference.org/article/whitefiber-s-101-million-loss-was-mostly-an-81-million-charge-to-retire-old-bondholders The Inference en 2026-11-10T18:11:49.729Z WhiteFiber's $101 million loss was mostly an $81 million charge to retire old bondholders https://theinference.org/article/factset-promises-6-growth-and-10-eps-compounding-and-the-stock-still-fell-4 The Inference en 2026-11-10T18:10:51.129Z FactSet promises 6% growth and 10% EPS compounding, and the stock still fell 4% https://theinference.org/article/duke-energy-wins-29-lenders-consent-to-merge-its-carolinas-utilities The Inference en 2026-11-10T18:09:50.424Z Duke Energy wins 29 lenders' consent to merge its Carolinas utilities https://theinference.org/article/figure-ai-is-hiring-a-night-shift-human-at-40-to-45-an-hour-to-keep-its-robots-running The Inference en 2026-11-10T17:16:08.688Z Figure AI is hiring a night-shift human at $40 to $45 an hour to keep its robots running https://theinference.org/article/cognizant-puts-25-000-staff-on-anthropic-s-claude-hours-before-anthropic-prices-its-ipo The Inference en 2026-11-10T17:15:08.051Z Cognizant puts 25,000 staff on Anthropic's Claude, hours before Anthropic prices its IPO https://theinference.org/article/vast-data-says-14-customers-committed-10-billion-to-its-ai-storage-in-nine-months The Inference en 2026-11-10T17:12:08.913Z VAST Data says 14 customers committed $10 billion to its AI storage in nine months https://theinference.org/article/palantir-lobbied-a-uk-minister-to-put-gp-records-on-its-330-million-nhs-data-platform The Inference en 2026-11-10T17:10:08.552Z Palantir lobbied a UK minister to put GP records on its £330 million NHS data platform https://theinference.org/article/reddit-pays-new-advertisers-dollar-for-dollar-in-credits-as-google-s-ai-drains-its-search-funnel The Inference en 2026-11-10T17:09:09.095Z Reddit pays new advertisers dollar for dollar in credits as Google's AI drains its search funnel https://theinference.org/article/roblox-is-moving-its-1-5-billion-of-creator-payouts-onto-rails-it-owns The Inference en 2026-11-10T17:08:08.605Z Roblox is moving its $1.5 billion of creator payouts onto rails it owns https://theinference.org/article/snap-will-stop-reporting-regional-daily-users-in-2027-north-america-fell-6-to-92-million The Inference en 2026-11-10T17:07:09.110Z Snap will stop reporting regional daily users in 2027; North America fell 6% to 92 million https://theinference.org/article/nextera-s-dominion-merger-carries-1-78-billion-of-virginia-bill-credits-the-governor-wants-5-billion The Inference en 2026-11-10T17:06:09.069Z NextEra's Dominion merger carries $1.78 billion of Virginia bill credits; the governor wants $5 billion https://theinference.org/article/ppl-s-blackstone-venture-signs-first-2gw-data-center-power-deal The Inference en 2026-11-10T17:05:08.148Z PPL's Blackstone venture signs first 2GW data-center power deal https://theinference.org/article/acp-licenses-its-guidelines-to-openevidence-for-an-undisclosed-price The Inference en 2026-11-10T17:04:09.086Z ACP licenses its guidelines to OpenEvidence for an undisclosed price https://theinference.org/article/airbnb-paid-7-1-million-to-ceo-brian-chesky-s-private-ai-lab-and-approved-a-12-billion-buyback The Inference en 2026-11-10T17:03:08.827Z Airbnb paid $7.1 million to CEO Brian Chesky's private AI lab and approved a $12 billion buyback https://theinference.org/article/crusoe-ordered-13-proenergy-generator-sets-on-ge-s-own-jet-engine-core-skipping-ge-vernova-s-six-year-queue The Inference en 2026-11-10T16:49:07.423Z Crusoe ordered 13 ProEnergy generator sets on GE's own jet engine core, skipping GE Vernova's six-year queue https://theinference.org/article/fda-orders-naion-vision-loss-warning-on-every-glp-1-label-novo-nordisk-up-2-65-eli-lilly-up-4-28 The Inference en 2026-11-10T16:46:07.232Z FDA orders NAION vision-loss warning on every GLP-1 label; Novo Nordisk up 2.65%, Eli Lilly up 4.28% https://theinference.org/article/nvidia-fell-4-3-erasing-190-billion-warren-s-chip-export-bill-nears-the-defense-bill The Inference en 2026-11-10T16:45:08.621Z Nvidia fell 4.3%, erasing $190 billion; Warren's chip export bill nears the defense bill https://theinference.org/article/flex-s-axiom-spinoff-targets-37-billion-revenue-by-2030-marked-at-37-5-billion-by-general-catalyst-and-koch The Inference en 2026-11-10T16:44:08.528Z Flex's Axiom spinoff targets $37 billion revenue by 2030, marked at $37.5 billion by General Catalyst and Koch https://theinference.org/article/accel-set-to-lead-5-billion-into-thinking-machines-at-a-40-billion-valuation The Inference en 2026-11-10T16:43:07.989Z Accel set to lead $5 billion into Thinking Machines at a $40 billion valuation https://theinference.org/article/mistral-built-its-enterprise-stack-in-eight-days-and-priced-none-of-it The Inference en 2026-11-10T16:42:08.124Z Mistral built its enterprise stack in eight days and priced none of it https://theinference.org/article/veeva-reaffirms-6-billion-2030-target-says-quarter-will-meet-or-exceed-guidance The Inference en 2026-11-10T16:41:10.302Z Veeva reaffirms $6 billion 2030 target, says quarter will meet or exceed guidance https://theinference.org/article/dropbox-upsizes-its-convertible-to-1-1-billion-at-1-25-due-2031 The Inference en 2026-11-10T16:40:09.704Z Dropbox upsizes its convertible to $1.1 billion at 1.25% due 2031 https://theinference.org/article/infineon-ties-its-3-3-5-billion-chip-buildout-to-customer-commitments-and-vertiv-signed-first The Inference en 2026-11-10T16:39:07.642Z Infineon ties its €3-3.5 billion chip buildout to customer commitments, and Vertiv signed first https://theinference.org/article/arista-networks-owes-suppliers-11-4-billion-62-of-2027-revenue-gross-margin-must-hold-63-on-feb-12 The Inference en 2026-11-10T16:16:07.051Z Arista Networks owes suppliers $11.4 billion, 62% of 2027 revenue; gross margin must hold 63% on Feb. 12 https://theinference.org/article/eli-lilly-will-file-its-obesity-pill-foundayo-for-sleep-apnea-after-a-44-cut-in-severity The Inference en 2026-11-10T16:13:05.897Z Eli Lilly will file its obesity pill Foundayo for sleep apnea after a 44% cut in severity https://theinference.org/article/zebra-technologies-has-2-58-billion-of-debt-against-182-million-of-cash-with-1-95-billion-due-may-2027 The Inference en 2026-11-10T16:12:06.026Z Zebra Technologies has $2.58 billion of debt against $182 million of cash, with $1.95 billion due May 2027 https://theinference.org/article/nutanix-s-ai-costs-jumped-350-when-pricing-went-per-token-now-it-sells-the-cap-as-agent-gateway The Inference en 2026-11-10T16:10:06.180Z Nutanix's AI costs jumped 350% when pricing went per-token; now it sells the cap as Agent Gateway https://theinference.org/article/tesla-s-274-square-mile-robotaxi-map-has-41-of-austin-unbookable-at-a-168x-earnings-multiple The Inference en 2026-11-10T16:07:05.968Z Tesla's 274-square-mile robotaxi map has 41% of Austin unbookable, at a 168x earnings multiple https://theinference.org/article/shopify-says-ai-orders-grew-3-3x-with-no-base-given-as-doordash-counts-several-hundred-agent-orders-in-total The Inference en 2026-11-10T16:06:05.422Z Shopify says AI orders grew 3.3x with no base given, as DoorDash counts several hundred agent orders in total https://theinference.org/article/airbnb-s-agents-fill-almost-none-of-its-500-000-daily-bookings-while-opentable-seats-190-000-through-chatgpt The Inference en 2026-11-10T16:05:07.523Z Airbnb's agents fill almost none of its 500,000 daily bookings, while OpenTable seats 190,000 through ChatGPT https://theinference.org/article/procore-ships-an-ai-spend-meter-as-organic-growth-slows-to-15-4-and-insiders-sell-near-the-high The Inference en 2026-11-10T16:04:05.502Z Procore ships an AI spend meter as organic growth slows to 15.4% and insiders sell near the high https://theinference.org/article/smic-s-record-quarter-hides-a-17-profit-drop-from-q2 The Inference en 2026-11-10T16:03:05.779Z SMIC's record quarter hides a 17% profit drop from Q2 https://theinference.org/article/xai-s-grok-4-8-entered-training-57-days-late-with-no-price-card-anthropic-pays-spacex-1-25-billion-a-month The Inference en 2026-11-10T15:57:04.726Z xAI's Grok 4.8 entered training 57 days late with no price card; Anthropic pays SpaceX $1.25 billion a month https://theinference.org/article/missouri-hearings-nov-18-on-ameren-s-2-100-mw-west-alton-plant-which-has-no-price-tag The Inference en 2026-11-10T15:49:06.934Z Missouri hearings Nov. 18 on Ameren's 2,100 MW West Alton plant, which has no price tag https://theinference.org/article/amd-s-8-2-billion-world-labs-buy-rests-on-a-19-model-win-world-labs-ceo-claims-with-no-paper The Inference en 2026-11-10T15:48:04.771Z AMD's $8.2 billion World Labs buy rests on a 19-model win World Labs' CEO claims, with no paper https://theinference.org/article/meta-s-muse-ember-costs-0-14-a-task-a-third-of-claude-haiku-as-anthropic-prices-its-ipo The Inference en 2026-11-10T15:47:05.392Z Meta's Muse Ember costs $0.14 a task, a third of Claude Haiku, as Anthropic prices its IPO https://theinference.org/article/australia-unveils-ai-safety-regulator-with-penalty-powers-after-openai-s-medicare-breach The Inference en 2026-11-10T15:46:05.125Z Australia unveils AI safety regulator with penalty powers after OpenAI's Medicare breach https://theinference.org/article/murata-commits-about-6-7-billion-to-capacitor-capacity-while-warning-some-orders-may-have-been-pulled-forward The Inference en 2026-11-10T15:29:04.497Z Murata commits about $6.7 billion to capacitor capacity while warning some orders may have been pulled forward https://theinference.org/article/sea-s-earnings-miss-was-credit-and-marketing-spending-not-ai-costs The Inference en 2026-11-10T15:18:04.625Z Sea's earnings miss was credit and marketing spending, not AI costs https://theinference.org/article/atlassian-guides-the-year-to-13-75-after-a-24-quarter-as-farquhar-sells-and-cannon-brookes-buys-250-million The Inference en 2026-11-10T15:17:04.770Z Atlassian guides the year to 13.75% after a 24% quarter as Farquhar sells and Cannon-Brookes buys $250 million https://theinference.org/article/onto-innovation-s-record-quarter-hides-a-40-8-million-tokyo-mark The Inference en 2026-11-10T15:16:06.816Z Onto Innovation's record quarter hides a $40.8 million Tokyo mark https://theinference.org/article/morgan-stanley-values-pdd-s-66-billion-cash-pile-at-30-cents-on-the-dollar The Inference en 2026-11-10T15:10:04.528Z Morgan Stanley values PDD's $66 billion cash pile at 30 cents on the dollar https://theinference.org/article/sequans-sold-its-last-bitcoin-for-24-6-million-its-37-5-million-cap-sits-under-nyse-s-50-million-floor The Inference en 2026-11-10T15:09:04.623Z Sequans sold its last bitcoin for $24.6 million; its $37.5 million cap sits under NYSE's $50 million floor https://theinference.org/article/intest-booked-a-record-49-4-million-of-orders-and-registered-up-to-100-million-of-stock The Inference en 2026-11-10T15:08:04.577Z inTEST booked a record $49.4 million of orders and registered up to $100 million of stock https://theinference.org/article/kratos-prices-a-bare-valkyrie-at-6-million-to-8-million-under-half-the-air-force-s-20-million-benchmark The Inference en 2026-11-10T15:07:04.647Z Kratos prices a bare Valkyrie at $6 million to $8 million, under half the Air Force's $20 million benchmark https://theinference.org/article/aerovironment-wins-315-million-initial-award-under-940-million-u-s-contract The Inference en 2026-11-10T15:06:04.708Z AeroVironment wins $315 million initial award under $940 million U.S. contract https://theinference.org/article/harvey-told-of-a-second-more-serious-fireworks-hack-has-yet-to-say-whether-law-firm-data-was-exposed The Inference en 2026-11-10T15:05:05.217Z Harvey, told of a second, more serious Fireworks hack, has yet to say whether law firm data was exposed https://theinference.org/article/monolithic-power-rose-nearly-17-the-day-a-jury-let-reed-semiconductor-compete-for-its-ai-sockets The Inference en 2026-11-10T15:04:04.516Z Monolithic Power rose nearly 17% the day a jury let Reed Semiconductor compete for its AI sockets https://theinference.org/article/a-uk-filing-shows-richard-griffiths-at-5-56-of-iqe-a-quarter-in-derivatives-as-macom-plans-rival-lasers The Inference en 2026-11-10T15:03:04.892Z A UK filing shows Richard Griffiths at 5.56% of IQE, a quarter in derivatives, as MACOM plans rival lasers https://theinference.org/article/traders-price-marvell-s-115-billion-lumentum-buyout-at-50-50-with-the-stock-offer-down-a-third-in-a-week The Inference en 2026-11-10T14:58:04.241Z Traders price Marvell's $115 billion Lumentum buyout at 50-50, with the stock offer down a third in a week https://theinference.org/article/tsmc-s-board-approved-up-to-1-billion-of-anthropic-and-openai-stakes-alongside-40-93-billion-of-capacity The Inference en 2026-11-10T14:47:04.576Z TSMC's board approved up to $1 billion of Anthropic and OpenAI stakes alongside $40.93 billion of capacity https://theinference.org/article/aep-s-100-billion-plan-serves-84-gw-of-signed-load-with-no-equity-number-for-the-other-78-billion The Inference en 2026-11-10T14:46:04.655Z AEP's $100 billion plan serves 84 GW of signed load, with no equity number for the other $78 billion https://theinference.org/article/dst-global-sold-41-million-of-chime-not-80-of-its-stake-seven-funds-still-hold-1-1-billion The Inference en 2026-11-10T14:20:04.665Z DST Global sold $41 million of Chime, not 80% of its stake; seven funds still hold $1.1 billion https://theinference.org/article/nrg-energy-targets-a-year-end-signature-on-a-3-2-billion-texas-data-center-plant-the-customer-is-unnamed The Inference en 2026-11-10T14:19:04.449Z NRG Energy targets a year-end signature on a $3.2 billion Texas data-center plant; the customer is unnamed https://theinference.org/article/chipmos-filed-nt-805-5-million-in-advantest-equipment-orders-that-ran-through-a-two-day-25-drop The Inference en 2026-11-10T14:18:04.894Z ChipMOS filed NT$805.5 million in Advantest equipment orders that ran through a two-day, 25% drop https://theinference.org/article/ambiq-micro-doubled-sales-to-38-1-million-beat-a-supply-capped-guide-and-guided-margins-flat The Inference en 2026-11-10T14:17:05.288Z Ambiq Micro doubled sales to $38.1 million, beat a supply-capped guide, and guided margins flat https://theinference.org/article/fair-isaac-froze-its-10-mortgage-score-with-no-2027-guide-as-rocket-mortgage-picked-vantagescore-at-99-cents The Inference en 2026-11-10T14:15:04.228Z Fair Isaac froze its $10 mortgage score with no 2027 guide as Rocket Mortgage picked VantageScore at 99 cents https://theinference.org/article/jane-street-s-axt-stake-grew-to-6-5-while-the-stock-fell-a-third-and-axt-s-china-fab-investors-can-redeem The Inference en 2026-11-10T14:14:04.411Z Jane Street's AXT stake grew to 6.5% while the stock fell a third, and AXT's China fab investors can redeem https://theinference.org/article/atlassian-founders-split-farquhar-files-to-sell-526-million-cannon-brookes-to-buy-up-to-250-million The Inference en 2026-11-10T14:08:05.732Z Atlassian founders split: Farquhar files to sell $526 million, Cannon-Brookes to buy up to $250 million https://theinference.org/article/softbank-writes-off-3-7-billion-of-power-deposits-for-openai-s-ohio-campus-in-a-7-1-billion-loss The Inference en 2026-11-10T14:07:04.294Z SoftBank writes off $3.7 billion of power deposits for OpenAI's Ohio campus in a $7.1 billion loss