https://theinference.org/article/super-micro-burned-cash-on-a-record-quarter-and-the-10-q-shows-a-deal-to-sell-customer-invoices The Inference en 2026-11-07T18:06:32.013Z Super Micro burned cash on a record quarter, and the 10-Q shows a deal to sell customer invoices https://theinference.org/article/indie-s-6-2-billion-backlog-is-nowhere-in-the-filing-it-just-filed The Inference en 2026-11-07T18:05:18.373Z indie's $6.2 Billion Backlog Is Nowhere in the Filing It Just Filed https://theinference.org/article/the-120-billion-reactor-deal-is-real-brookfield-renewable-s-cut-of-it-is-a-54-million-line-item The Inference en 2026-11-07T18:04:18.642Z The $120 Billion Reactor Deal Is Real. Brookfield Renewable's Cut of It Is a $54 Million Line Item https://theinference.org/article/netflix-put-its-grosses-on-the-scoreboard-and-the-floor-printed-at-17-a-screen The Inference en 2026-11-07T17:04:18.091Z Netflix put its grosses on the scoreboard, and the floor printed at $17 a screen https://theinference.org/article/dte-sold-the-only-segment-that-grew-and-its-9-growth-rate-rests-on-a-closing-date-the-deal-rules-out The Inference en 2026-11-07T17:03:18.651Z DTE sold the only segment that grew, and its 9% growth rate rests on a closing date the deal rules out https://theinference.org/article/soundhound-grew-revenue-48-5-to-62-4-million-but-december-must-show-80-million-of-cuts The Inference en 2026-11-07T17:02:18.475Z SoundHound grew revenue 48.5% to $62.4 million, but December must show $80 million of cuts https://theinference.org/article/ibm-s-quantum-chip-beat-a-supercomputer-on-a-benchmark-but-ionq-rose-8-95-while-ibm-fell-1-73 The Inference en 2026-11-07T17:01:19.116Z IBM's quantum chip beat a supercomputer on a benchmark, but IonQ rose 8.95% while IBM fell 1.73% https://theinference.org/article/modine-s-data-center-sales-rose-95-and-the-margin-bill-came-due The Inference en 2026-11-07T17:00:19.267Z Modine's data-center sales rose 95% and the margin bill came due https://theinference.org/article/google-and-elevenlabs-voice-ai-miss-up-to-38-of-new-drug-names-in-synthio-labs-public-benchmark The Inference en 2026-11-07T16:17:16.468Z Google and ElevenLabs voice AI miss up to 38% of new drug names in Synthio Labs' public benchmark https://theinference.org/article/analysts-still-call-teradata-a-buy-but-its-own-10-q-says-1-068-million-of-contracts-can-be-canceled The Inference en 2026-11-07T16:14:16.403Z Analysts still call Teradata a Buy, but its own 10-Q says $1,068 million of contracts can be canceled https://theinference.org/article/zoominfo-beat-and-raised-its-year-yet-trades-at-1x-sales-the-bet-is-whether-ai-usage-ever-bills The Inference en 2026-11-07T16:13:16.867Z ZoomInfo beat and raised its year, yet trades at 1x sales: the bet is whether AI usage ever bills https://theinference.org/article/pinterest-s-growth-fell-from-18-to-12-management-pins-3-of-the-6-lost-points-on-an-eu-customs-repeal The Inference en 2026-11-07T16:12:16.491Z Pinterest's growth fell from 18% to 12%; management pins 3 of the 6 lost points on an EU customs repeal https://theinference.org/article/aehr-tripled-its-revenue-in-a-quarter-and-wall-street-still-cut-its-price-targets The Inference en 2026-11-07T16:11:16.472Z Aehr tripled its revenue in a quarter and Wall Street still cut its price targets https://theinference.org/article/amkor-s-12-billion-arizona-campus-customers-prepay-washington-has-paid-0-the-utility-has-no-spare-power The Inference en 2026-11-07T16:10:16.932Z Amkor's $12 billion Arizona campus: customers prepay, Washington has paid $0, the utility has no spare power https://theinference.org/article/arrow-used-a-record-quarter-s-cash-to-stockpile-ai-systems-it-builds-itself The Inference en 2026-11-07T16:09:16.828Z Arrow used a record quarter's cash to stockpile AI systems it builds itself https://theinference.org/article/avnet-s-record-quarter-came-with-8-2-billion-of-inventory-and-an-842-million-cash-burn The Inference en 2026-11-07T16:08:16.684Z Avnet's record quarter came with $8.2 billion of inventory and an $842 million cash burn https://theinference.org/article/oklo-reserved-the-steel-for-27-reactors-with-no-customer-signed The Inference en 2026-11-07T15:19:16.349Z Oklo reserved the steel for 27 reactors with no customer signed https://theinference.org/article/league-city-voters-rejected-flock-s-cameras-54-to-46-as-exits-pass-50-cities-and-axon-paid-1-2-billion The Inference en 2026-11-07T15:18:16.627Z League City voters rejected Flock's cameras 54 to 46 as exits pass 50 cities and Axon paid $1.2 billion https://theinference.org/article/microsoft-trims-its-neocloud-roster-just-before-coreweave-reports-q3 The Inference en 2026-11-07T15:17:18.334Z Microsoft trims its neocloud roster just before CoreWeave reports Q3 https://theinference.org/article/states-keep-a-free-hand-against-coinbase-s-200-million-prediction-market-line The Inference en 2026-11-07T15:16:16.364Z States keep a free hand against Coinbase's $200 million prediction market line https://theinference.org/article/celestica-guided-2027-revenue-to-40-billion-nearly-double-this-year-the-stock-is-less-than-half-its-high The Inference en 2026-11-07T15:15:15.986Z Celestica guided 2027 revenue to $40 billion, nearly double this year; the stock is less than half its high https://theinference.org/article/bwxt-bets-714-5-million-on-what-will-be-the-only-us-plant-making-weapons-uranium The Inference en 2026-11-07T15:14:16.343Z BWXT bets $714.5 million on what will be the only US plant making weapons uranium https://theinference.org/article/alphabet-s-74-billion-spacex-stake-loses-its-board-seat-as-musk-cites-alphabet-conflicts The Inference en 2026-11-07T15:13:16.170Z Alphabet's $74 billion SpaceX stake loses its board seat as Musk cites Alphabet conflicts https://theinference.org/article/affirm-beat-but-fell-on-provisions-near-259-million-its-push-into-banks-apps-starts-in-2027 The Inference en 2026-11-07T15:12:17.953Z Affirm beat but fell on provisions near $259 million; its push into banks' apps starts in 2027 https://theinference.org/article/core-scientific-booked-the-revenue-its-1-8-billion-run-rate-sits-behind-a-permit-a-study-and-2027-bonds The Inference en 2026-11-07T14:21:14.952Z Core Scientific booked the revenue. Its $1.8 billion run-rate sits behind a permit, a study and 2027 bonds https://theinference.org/article/the-ai-selloff-mislabeled-vishay-its-record-quarter-came-from-factories-and-weapons-programs The Inference en 2026-11-07T14:14:16.087Z The AI selloff mislabeled Vishay: its record quarter came from factories and weapons programs https://theinference.org/article/onsemi-scraps-its-2-billion-czech-fab-as-quarterly-capex-shrinks-to-19-million The Inference en 2026-11-07T14:07:15.312Z onsemi scraps its $2 billion Czech fab as quarterly capex shrinks to $19 million https://theinference.org/article/commerce-cleared-new-matrix-whose-beijing-address-is-an-empty-office-to-assemble-nvidia-s-h200-chips The Inference en 2026-11-07T14:06:15.329Z Commerce cleared New Matrix, whose Beijing address is an empty office, to assemble Nvidia's H200 chips https://theinference.org/article/a-trader-paid-12-5-million-for-micron-calls-expiring-january-15-at-600-after-a-17-46-drop The Inference en 2026-11-07T14:05:15.865Z A trader paid $12.5 million for Micron calls expiring January 15 at $600 after a 17.46% drop https://theinference.org/article/berkshire-hathaway-paid-10-billion-for-alphabet-at-about-350-a-share-friday-it-closed-at-283-93 The Inference en 2026-11-07T04:58:08.763Z Berkshire Hathaway paid $10 billion for Alphabet at about $350 a share; Friday it closed at $283.93 https://theinference.org/article/broadcom-tops-anthropic-s-895-billion-compute-bill-and-guarantees-up-to-72-billion-of-its-debt The Inference en 2026-11-07T00:14:07.087Z Broadcom tops Anthropic's $895 billion compute bill and guarantees up to $72 billion of its debt https://theinference.org/article/bigbear-ai-raised-guidance-for-the-first-time-then-wrote-down-the-same-unit-another-76-7-million The Inference en 2026-11-07T00:03:07.253Z BigBear.ai raised guidance for the first time, then wrote down the same unit another $76.7 million https://theinference.org/article/jeff-dean-says-google-didn-t-foresee-coding-anthropic-did-and-now-owes-google-121-billion The Inference en 2026-11-06T22:25:05.288Z Jeff Dean says Google didn't foresee coding. Anthropic did, and now owes Google $121 billion https://theinference.org/article/penguin-solutions-sold-cree-led-for-an-undisclosed-price-while-inventory-nearly-tripled-to-749-million The Inference en 2026-11-06T22:03:41.356Z Penguin Solutions sells Cree LED for an undisclosed price as inventory near-triples to $749 million https://theinference.org/article/netapp-counts-350-ai-deals-instead-of-reporting-ai-revenue-and-insiders-sold-33-times-without-buying The Inference en 2026-11-06T22:02:41.222Z NetApp counts 350 AI deals instead of reporting AI revenue, and insiders sold 33 times without buying https://theinference.org/article/microsoft-can-wait-out-data-center-protests-its-landlord-pure-data-centres-cannot-with-1-billion-at-stake The Inference en 2026-11-06T20:12:15.233Z Microsoft can wait out data-center protests; its landlord Pure Data Centres cannot, with $1 billion at stake https://theinference.org/article/first-solar-s-ceo-put-150-million-into-india-toward-1-billion-as-capex-fell-for-eight-straight-quarters The Inference en 2026-11-06T20:07:15.752Z First Solar's CEO put $150 million into India, toward $1 billion, as capex fell for eight straight quarters https://theinference.org/article/castelion-puts-a-450-000-hypersonic-missile-under-a-super-hornet-s-wing The Inference en 2026-11-06T20:06:15.865Z Castelion puts a $450,000 hypersonic missile under a Super Hornet's wing https://theinference.org/article/vistra-guided-2027-ebitda-to-7-7-to-8-5-billion-with-98-of-output-hedged-before-the-texas-vote The Inference en 2026-11-06T19:15:15.081Z Vistra guided 2027 EBITDA to $7.7 to $8.5 billion with 98% of output hedged before the Texas vote https://theinference.org/article/marvell-agreed-to-buy-lumentum-for-115-billion-leaving-open-who-supplies-the-wafers-for-its-ai-lasers The Inference en 2026-11-06T19:11:15.305Z Marvell agreed to buy Lumentum for $115 billion, leaving open who supplies the wafers for its AI lasers https://theinference.org/article/blackrock-s-passive-ownership-defense-won-at-ferc-and-survived-a-texas-court-in-the-same-week The Inference en 2026-11-06T19:10:15.097Z BlackRock's passive-ownership defense won at FERC and survived a Texas court in the same week https://theinference.org/article/kinder-morgan-s-southeast-connector-just-got-bigger-20-shippers-48-inch-pipe-3-7-bcf-d-in-sight The Inference en 2026-11-06T19:09:15.064Z Kinder Morgan's Southeast Connector just got bigger: 20 shippers, 48-inch pipe, 3.7 Bcf/d in sight https://theinference.org/article/tyler-technologies-sells-ai-to-governments-at-flat-prices-while-rival-uipath-bills-per-item The Inference en 2026-11-06T19:08:15.037Z Tyler Technologies sells AI to governments at flat prices while rival UiPath bills per item https://theinference.org/article/doordash-fell-14-5-on-prime-s-uber-eats-move-its-13-billion-instacart-bridge-may-fall-short The Inference en 2026-11-06T19:07:14.962Z DoorDash fell 14.5% on Prime's Uber Eats move; its $13 billion Instacart bridge may fall short https://theinference.org/article/apple-added-33-billion-of-component-commitments-and-guided-december-margin-down-to-45-to-46-on-memory The Inference en 2026-11-06T18:25:14.932Z Apple added $33 billion of component commitments and guided December margin down to 45% to 46% on memory https://theinference.org/article/chicago-voted-72-5-to-bring-back-shotspotter-soundthinking-s-tender-offer-still-pays-8-00-cash The Inference en 2026-11-06T18:19:14.134Z Chicago voted 72.5% to bring back ShotSpotter; SoundThinking's tender offer still pays $8.00 cash https://theinference.org/article/verisk-s-fastest-organic-growth-of-the-year-7-4-as-a-top-five-retailer-left-in-house-ai-for-verisk The Inference en 2026-11-06T18:18:14.816Z Verisk's fastest organic growth of the year, 7.4%, as a top-five retailer left in-house AI for Verisk https://theinference.org/article/texas-governor-elect-gina-hinojosa-wants-a-spacex-pause-as-goldman-syndicates-40-billion-of-chip-debt The Inference en 2026-11-06T18:17:14.532Z Texas Governor-elect Gina Hinojosa wants a SpaceX pause as Goldman syndicates $40 billion of chip debt https://theinference.org/article/walmart-invested-in-base-power-which-claims-100-megawatts-a-month-on-a-13-billion-valuation The Inference en 2026-11-06T18:16:14.696Z Walmart invested in Base Power, which claims 100 megawatts a month on a $13 billion valuation https://theinference.org/article/two-suits-blaming-chatgpt-advice-land-on-openai-as-it-pitches-a-2027-ipo-after-its-852-billion-round The Inference en 2026-11-06T18:15:15.238Z Two suits blaming ChatGPT advice land on OpenAI as it pitches a 2027 IPO after its $852 billion round https://theinference.org/article/shopify-missed-for-the-first-time-in-four-years-affirm-s-34-growth-and-klaviyo-s-raise-say-demand-moved The Inference en 2026-11-06T18:14:15.157Z Shopify missed for the first time in four years; Affirm's 34% growth and Klaviyo's raise say demand moved https://theinference.org/article/paylocity-s-30-million-guidance-raise-is-half-interest-income-on-client-payroll-cash The Inference en 2026-11-06T18:13:14.841Z Paylocity's $30 million guidance raise is half interest income on client payroll cash https://theinference.org/article/alpha-omega-semiconductor-ai-and-server-revenue-hit-20-of-sales-but-it-still-lost-money The Inference en 2026-11-06T18:11:16.103Z AI and server revenue hit 20% of Alpha & Omega sales, but it still lost money https://theinference.org/article/visa-s-benchmark-ai-shopping-agents-fail-42-8-of-runs-as-visa-trades-12-above-its-5-year-median The Inference en 2026-11-06T17:14:34.561Z Visa's benchmark: AI shopping agents fail 42.8% of runs as Visa trades 12% above its 5-year median https://theinference.org/article/oklo-raised-2-25-billion-selling-stock-at-70-19-the-market-values-everything-it-builds-at-700-million The Inference en 2026-11-06T17:13:34.435Z Oklo raised $2.25 billion selling stock at $70.19; the market values everything it builds at $700 million https://theinference.org/article/fermi-s-ousted-ceo-sold-13-million-of-stock-into-a-52-week-low-then-said-it-should-be-soaring The Inference en 2026-11-06T17:12:34.529Z Fermi's ousted CEO sold $13 million of stock into a 52-week low, then said it 'should be soaring' https://theinference.org/article/mara-moved-1-650-bitcoin-worth-132-8-million-as-its-1-5-billion-gas-plant-deal-finds-no-ai-tenant The Inference en 2026-11-06T17:11:34.673Z MARA moved 1,650 bitcoin worth $132.8 million as its $1.5 billion gas plant deal finds no AI tenant https://theinference.org/article/ppl-raised-eps-growth-to-7-to-9-the-2-gw-qts-data-center-deal-is-nonbinding-and-needs-3-billion-of-equity The Inference en 2026-11-06T17:10:35.037Z PPL raised EPS growth to 7% to 9%; the 2 GW QTS data-center deal is nonbinding and needs $3 billion of equity https://theinference.org/article/data-center-orders-tripled-at-carrier-and-the-cost-of-rolling-its-debt-doubled The Inference en 2026-11-06T17:09:34.926Z Data-center orders tripled at Carrier, and the cost of rolling its debt doubled https://theinference.org/article/bwx-technologies-launched-500-million-of-2034-notes-after-bookings-fell-to-538-million-from-2-25-billion The Inference en 2026-11-06T17:08:34.812Z BWX Technologies launched $500 million of 2034 notes after bookings fell to $538 million from $2.25 billion https://theinference.org/article/national-grid-raised-eps-growth-guidance-to-15-16-and-holds-a-1-75-billion-stake-in-us-ai-data-center-power The Inference en 2026-11-06T17:07:34.631Z National Grid raised EPS growth guidance to 15-16% and holds a $1.75 billion stake in US AI data center power https://theinference.org/article/google-and-amazon-locked-up-20-years-of-constellation-nuclear-a-5-billion-loan-covers-80-at-eight-plants The Inference en 2026-11-06T17:06:35.602Z Google and Amazon locked up 20 years of Constellation nuclear; a $5 billion loan covers 80% at eight plants https://theinference.org/article/genpact-s-ai-segment-grew-30-in-q3-while-nine-month-operating-cash-flow-fell-73 The Inference en 2026-11-06T17:05:34.921Z Genpact's AI segment grew 30% in Q3 while nine-month operating cash flow fell 73% https://theinference.org/article/motorola-solutions-memory-bill-of-150-million-to-160-million-could-double-in-2027-testing-margin-promises The Inference en 2026-11-06T16:57:33.717Z Motorola Solutions' memory bill of $150 million to $160 million could double in 2027, testing margin promises https://theinference.org/article/fastly-s-best-quarter-ever-came-with-a-27-crash-and-its-top-10-customers-grew-46-while-the-rest-grew-8 The Inference en 2026-11-06T16:49:36.657Z Fastly's best quarter ever came with a 27% crash, and its top 10 customers grew 46% while the rest grew 8% https://theinference.org/article/tesla-will-end-cybertruck-production-in-mid-2027-to-make-room-for-cybercab-at-giga-texas The Inference en 2026-11-06T16:25:32.450Z Tesla will end Cybertruck production in mid-2027 to make room for Cybercab at Giga Texas https://theinference.org/article/pale-fire-capital-bought-31-million-of-coursera-in-three-days-below-goldman-sachs-s-5-target The Inference en 2026-11-06T16:24:31.790Z Pale Fire Capital bought $31 million of Coursera in three days, below Goldman Sachs's $5 target https://theinference.org/article/fair-isaac-fico-pulled-2027-guidance-as-six-banks-cut-price-targets-from-650-to-925 The Inference en 2026-11-06T16:23:32.212Z Fair Isaac pulled 2027 guidance, and six banks cut price targets from $650 to $925 https://theinference.org/article/aerovironment-s-banks-raised-its-bid-bonding-to-150-million-as-it-chases-a-1-7-billion-space-force-contract The Inference en 2026-11-06T16:22:33.188Z AeroVironment's banks raised its bid bonding to $150 million as it chases a $1.7 billion Space Force contract https://theinference.org/article/western-digital-fell-17-35-to-267-63-in-a-2-5-trillion-nasdaq-rout-and-fidelity-holds-9-2 The Inference en 2026-11-06T16:21:31.836Z Western Digital fell 17.35% to $267.63 in a $2.5 trillion Nasdaq rout, and Fidelity holds 9.2% https://theinference.org/article/seven-f5-officers-sold-7-2-million-of-stock-four-sales-at-324-06-below-f5-s-422-buyback-price The Inference en 2026-11-06T16:20:32.050Z Seven F5 officers sold $7.2 million of stock, four sales at $324.06, below F5's $422 buyback price https://theinference.org/article/leidos-cut-2026-revenue-guidance-by-200-million-after-selling-its-screening-unit-to-analogic The Inference en 2026-11-06T16:19:32.659Z Leidos cut 2026 revenue guidance by $200 million after selling its screening unit to Analogic https://theinference.org/article/oracle-s-165-billion-new-mexico-campus-permit-slipped-past-december-7-as-lenders-sell-the-debt The Inference en 2026-11-06T16:18:32.366Z Oracle's $165 billion New Mexico campus permit slipped past December 7 as lenders sell the debt https://theinference.org/article/ionq-paid-elisity-s-sellers-at-35-68-a-share-on-november-3-the-market-pays-26-43 The Inference en 2026-11-06T16:17:31.923Z IonQ paid Elisity's sellers at $35.68 a share on November 3. The market pays $26.43. https://theinference.org/article/alibaba-reports-november-19-cloud-revenue-has-to-catch-a-53-billion-ai-spending-pledge The Inference en 2026-11-06T16:16:32.158Z Alibaba reports November 19: cloud revenue has to catch a $53 billion AI spending pledge https://theinference.org/article/ameren-s-q3-beat-came-from-warm-weather-its-38-1-billion-grid-plan-has-no-named-customer The Inference en 2026-11-06T16:15:32.283Z Ameren's Q3 beat came from warm weather; its $38.1 billion grid plan has no named customer https://theinference.org/article/qualcomm-s-data-center-pivot-5-billion-in-fiscal-2027-15-billion-by-fiscal-2029-spacex-first The Inference en 2026-11-06T16:14:32.203Z Qualcomm's data-center pivot: $5 billion in fiscal 2027, $15 billion by fiscal 2029, SpaceX first https://theinference.org/article/stmicroelectronics-fell-9-3-on-ai-buildout-fears-it-expects-1-3-billion-of-ai-revenue-under-a-tenth The Inference en 2026-11-06T16:13:32.562Z STMicroelectronics fell 9.3% on AI buildout fears; it expects $1.3 billion of AI revenue, under a tenth https://theinference.org/article/skyworks-guides-the-qorvo-business-it-bought-10-below-its-september-run-rate-on-2-47-billion-of-debt The Inference en 2026-11-06T16:12:31.929Z Skyworks guides the Qorvo business it bought 10% below its September run-rate, on $2.47 billion of debt https://theinference.org/article/bending-spoons-closed-1-25-billion-of-junk-notes-at-9-625-and-airtable-s-cash-services-them The Inference en 2026-11-06T16:11:32.215Z Bending Spoons closed $1.25 billion of junk notes at 9.625%, and Airtable's cash services them https://theinference.org/article/asmpt-booked-a-record-1-1-billion-in-orders-but-guided-flat-q4-equipment-revenue-the-stock-fell-11 The Inference en 2026-11-06T16:10:32.088Z ASMPT booked a record $1.1 billion in orders but guided flat Q4 equipment revenue; the stock fell 11% https://theinference.org/article/microsoft-is-paying-for-its-170-billion-ai-build-with-jobs-and-invisible-copilot-limits The Inference en 2026-11-06T15:35:32.067Z Microsoft is paying for its $170 billion AI build with jobs and invisible Copilot limits https://theinference.org/article/sierra-passed-400-million-in-arr-bought-anon-and-signed-guardian-life-for-a-million-dental-calls-a-year The Inference en 2026-11-06T15:34:31.800Z Sierra passed $400 million in ARR, bought Anon, and signed Guardian Life for a million dental calls a year https://theinference.org/article/servicenow-pays-127-million-to-keep-the-executives-running-its-ai-layoffs The Inference en 2026-11-06T15:33:32.090Z ServiceNow pays $127 million to keep the executives running its AI layoffs https://theinference.org/article/figma-beat-and-raised-but-the-stock-fell-16-7-to-18-44-as-shareholders-fund-the-ai-bill The Inference en 2026-11-06T15:32:32.164Z Figma beat and raised, but the stock fell 16.7% to $18.44 as shareholders fund the AI bill https://theinference.org/article/vicor-s-66-6-million-royalty-line-a-third-of-a-record-quarter-comes-from-one-unnamed-license The Inference en 2026-11-06T15:31:31.442Z Vicor's $66.6 million royalty line, a third of a record quarter, comes from one unnamed license https://theinference.org/article/bentley-systems-co-founder-sold-13-9-million-of-stock-at-40-24-five-days-before-the-market-paid-47-71 The Inference en 2026-11-06T15:30:31.423Z Bentley Systems co-founder sold $13.9 million of stock at $40.24, five days before the market paid $47.71 https://theinference.org/article/tsmc-locked-at-its-nt-2-020-limit-down-as-taiwan-s-taiex-opened-down-a-record-3-737-points The Inference en 2026-11-06T15:29:31.635Z TSMC locked at its NT$2,020 limit-down as Taiwan's Taiex opened down a record 3,737 points https://theinference.org/article/pdf-solutions-beat-estimates-fell-13-and-its-backlog-shrank-for-the-first-time-since-2024 The Inference en 2026-11-06T15:28:31.701Z PDF Solutions beat estimates, fell 13%, and its backlog shrank for the first time since 2024 https://theinference.org/article/tempus-ai-beat-q3-but-80-million-of-2027-growth-rides-on-a-december-31-medicare-deadline The Inference en 2026-11-06T15:27:31.916Z Tempus AI beat Q3, but $80 million of 2027 growth rides on a December 31 Medicare deadline https://theinference.org/article/robinhood-agent-accounts-hit-150-000-and-30-million-tool-calls-a-day-but-crypto-revenue-fell-55 The Inference en 2026-11-06T15:26:31.599Z Robinhood agent accounts hit 150,000 and 30 million tool calls a day, but crypto revenue fell 55% https://theinference.org/article/camtek-booked-800-million-of-orders-the-stock-fell-8-intraday-and-gross-margin-stalled-at-51-1 The Inference en 2026-11-06T15:25:31.800Z Camtek booked $800 million of orders, the stock fell 8% intraday, and gross margin stalled at 51.1% https://theinference.org/article/samsung-s-bonus-pool-could-pay-a-memory-engineer-560-000-as-cxmt-poaches-samsung-s-staff The Inference en 2026-11-06T15:24:31.580Z Samsung's bonus pool could pay a memory engineer $560,000 as CXMT poaches Samsung's staff https://theinference.org/article/entergy-s-4-1-billion-louisiana-gas-plant-ask-edf-says-it-costs-households-15-a-month The Inference en 2026-11-06T15:23:32.154Z Entergy's $4.1 billion Louisiana gas plant ask: EDF says it costs households $15 a month https://theinference.org/article/eli-lilly-puts-foundayo-at-149-a-month-and-zepbound-at-299-on-hims-hers-and-lifemd-self-pay The Inference en 2026-11-06T15:22:31.794Z Eli Lilly puts Foundayo at $149 a month and Zepbound at $299 on Hims & Hers and LifeMD, self-pay https://theinference.org/article/micron-fell-5-9-on-cxmt-samples-of-a-dram-design-it-abandoned-china-eased-buyback-rules The Inference en 2026-11-06T15:21:33.956Z Micron fell 5.9% on CXMT samples of a DRAM design it abandoned; China eased buyback rules https://theinference.org/article/formfactor-s-record-54-7-gross-margin-included-8-6-million-of-tariff-refunds-that-end-after-q4 The Inference en 2026-11-06T15:20:31.918Z FormFactor's record 54.7% gross margin included $8.6 million of tariff refunds that end after Q4 https://theinference.org/article/supermicro-will-buy-10-000-sambanova-chips-to-write-ai-answers-alongside-nvidia-gross-margin-fell-to-12-7 The Inference en 2026-11-06T15:19:31.915Z Supermicro will buy 10,000 SambaNova chips to write AI answers alongside Nvidia; gross margin fell to 12.7% https://theinference.org/article/core-scientific-and-iren-expect-to-end-bitcoin-mining-by-december-31-2026-contracts-price-them-from-january The Inference en 2026-11-06T15:18:32.363Z Core Scientific and IREN expect to end bitcoin mining by December 31, 2026; contracts price them from January https://theinference.org/article/nanya-technology-hit-limit-down-at-nt-324-after-record-revenue-grew-just-3-07-in-a-month The Inference en 2026-11-06T14:19:29.546Z Nanya Technology hit limit-down at NT$324 after record revenue grew just 3.07% in a month https://theinference.org/article/openai-says-it-will-end-cursor-s-model-deal-on-november-12-anthropic-offers-to-replace-it The Inference en 2026-11-06T14:18:29.015Z OpenAI says it will end Cursor's model deal on November 12; Anthropic offers to replace it https://theinference.org/article/nvidia-s-jensen-huang-is-asked-to-brief-house-committees-on-november-18-the-day-after-earnings The Inference en 2026-11-06T14:17:38.197Z Nvidia's Jensen Huang is asked to brief House committees on November 18, the day after earnings https://theinference.org/article/globalfoundries-booked-a-441-million-charge-for-us-government-shares-and-washington-can-sell-them The Inference en 2026-11-06T14:16:29.011Z GlobalFoundries booked a $441 million charge for US government shares, and Washington can sell them https://theinference.org/article/600-000-nvidia-h200s-wait-in-hong-kong-while-cambricon-misses-its-quarter The Inference en 2026-11-06T14:15:29.132Z 600,000 Nvidia H200s wait in Hong Kong while Cambricon misses its quarter https://theinference.org/article/asml-fell-6-67-on-chip-spending-fears-its-38-8-billion-backlog-is-booked-and-china-truce-ends-january-10 The Inference en 2026-11-06T14:14:29.009Z ASML fell 6.67% on chip-spending fears; its €38.8 billion backlog is booked and China truce ends January 10 https://theinference.org/article/canon-will-raise-camera-prices-in-2027-after-memory-costs-cut-its-operating-margin-by-5-points The Inference en 2026-11-06T14:13:29.225Z Canon will raise camera prices in 2027 after memory costs cut its operating margin by 5 points https://theinference.org/article/dell-ships-groq-s-inference-chips-under-nvidia-s-badge-a-delaware-suit-calls-the-17-billion-license-a-sale The Inference en 2026-11-06T14:12:28.867Z Dell ships Groq's inference chips under Nvidia's badge; a Delaware suit calls the $17 billion license a sale https://theinference.org/article/metr-says-anthropic-s-models-now-improve-1-9-times-as-fast-and-anthropic-redacted-the-evidence The Inference en 2026-11-06T14:11:29.562Z METR says Anthropic's models now improve 1.9 times as fast, and Anthropic redacted the evidence https://theinference.org/article/airbnb-lost-the-la-mayor-it-backed-with-4-1-million-then-19-revenue-growth-and-a-12-billion-buyback The Inference en 2026-11-06T14:10:30.169Z Airbnb lost the LA mayor it backed with $4.1 million; then 19% revenue growth and a $12 billion buyback https://theinference.org/article/seoul-suspends-its-140-margin-rule-for-three-months-as-sk-hynix-falls-11-7-despite-a-record-quarter The Inference en 2026-11-06T14:09:29.430Z Seoul suspends its 140% margin rule for three months as SK hynix falls 11.7% despite a record quarter https://theinference.org/article/cloudflare-grew-39-after-cutting-20-of-staff-datadog-fell-7-5-on-an-outlook-hinging-on-one-ai-customer The Inference en 2026-11-06T04:49:26.383Z Cloudflare grew 39% after cutting 20% of staff; Datadog fell 7.5% on an outlook hinging on one AI customer https://theinference.org/article/microsoft-supplier-iren-tripled-ai-cloud-revenue-to-200-million-its-4-billion-target-slips-to-january The Inference en 2026-11-06T02:03:48.907Z Microsoft supplier IREN tripled AI cloud revenue to $200 million; its $4 billion target slips to January https://theinference.org/article/snap-suits-allege-sex-trafficking-by-design-meta-agreed-to-pay-states-up-to-17-1-billion-over-teen-harms The Inference en 2026-11-06T00:19:15.621Z Snap suits allege sex trafficking by design; Meta agreed to pay states up to $17.1 billion over teen harms https://theinference.org/article/axon-put-1-2-billion-into-skydio-for-a-37-stake-and-cut-130-million-of-2026-federal-counter-drone-revenue The Inference en 2026-11-06T00:14:16.070Z Axon put $1.2 billion into Skydio for a 37% stake and cut $130 million of 2026 federal counter-drone revenue https://theinference.org/article/openai-s-1-279-kernel-exploit-model-ships-and-palo-alto-networks-resells-it-by-subscription The Inference en 2026-11-05T22:14:29.284Z OpenAI's $1,279 kernel exploit model ships, and Palo Alto Networks resells it by subscription https://theinference.org/article/michael-burry-won-t-buy-anthropic-funds-at-fidelity-capital-group-and-blackrock-hold-over-15-billion The Inference en 2026-11-05T22:13:28.752Z Michael Burry won't buy Anthropic; funds at Fidelity, Capital Group and BlackRock hold over $15 billion https://theinference.org/article/verisk-s-buyback-built-eps-beat-meets-a-court-order-to-close-the-2-35-billion-acculynx-deal The Inference en 2026-11-05T22:06:28.893Z Verisk's buyback-built EPS beat meets a court order to close the $2.35 billion AccuLynx deal https://theinference.org/article/nebius-has-5-gw-of-power-signed-and-about-200-mw-billing-the-ladder-that-sets-its-arr-guide The Inference en 2026-11-05T21:08:38.755Z Nebius has 5 GW of power signed and about 200 MW billing: the ladder that sets its ARR guide https://theinference.org/article/pixelworks-sold-the-unit-that-carried-its-revenue-to-verisilicon-it-trades-40-below-cash-before-november-11 The Inference en 2026-11-05T20:07:29.578Z Pixelworks sold the unit that carried its revenue to VeriSilicon; it trades 40% below cash before November 11 https://theinference.org/article/appian-s-fastest-growing-line-was-legacy-licenses-up-about-56-with-cash-flow-at-negative-15-4-million The Inference en 2026-11-05T20:06:29.486Z Appian's fastest-growing line was legacy licenses, up about 56%, with cash flow at negative $15.4 million https://theinference.org/article/nvidia-now-automates-the-agent-fixing-loop-langchain-sells-and-dxc-s-bookings-are-where-it-shows The Inference en 2026-11-05T20:05:29.240Z Nvidia now automates the agent-fixing loop LangChain sells, and DXC's bookings are where it shows https://theinference.org/article/microsoft-tightens-oversight-of-iren-nebius-and-nscale-lenders-hold-the-bill-on-their-unfinished-halls The Inference en 2026-11-05T19:18:48.684Z Microsoft tightens oversight of IREN, Nebius and Nscale; lenders hold the bill on their unfinished halls https://theinference.org/article/amazon-gave-prime-s-restaurant-seat-to-uber-eats-doordash-fell-14-and-put-dashpass-in-lyft-s-9-99-plan The Inference en 2026-11-05T19:17:48.278Z Amazon gave Prime's restaurant seat to Uber Eats; DoorDash fell 14% and put DashPass in Lyft's $9.99 plan https://theinference.org/article/a-13-drop-left-mercadolibre-above-the-1-433-michael-burry-says-it-is-worth The Inference en 2026-11-05T19:16:48.775Z A 13% drop left MercadoLibre above the $1,433 Michael Burry says it is worth https://theinference.org/article/an-a16z-partner-calls-tech-buyouts-cooked-more-than-15-billion-moved-into-ai-buyout-funds-anyway The Inference en 2026-11-05T19:10:48.273Z An a16z partner calls tech buyouts cooked; more than $15 billion moved into AI buyout funds anyway https://theinference.org/article/crusoe-says-it-cut-switchgear-lead-time-40-and-borrowed-700-million-against-turbines The Inference en 2026-11-05T19:09:48.361Z Crusoe says it cut switchgear lead time 40% and borrowed $700 million against turbines https://theinference.org/article/constellation-fell-8-on-the-election-but-a-5-billion-doe-loan-and-hyperscaler-contracts-back-its-megawatts The Inference en 2026-11-05T19:08:48.915Z Constellation fell 8% on the election, but a $5 billion DOE loan and hyperscaler contracts back its megawatts