https://theinference.org/article/adp-counted-86-000-jobs-added-in-october-while-professional-services-shed-27-000-for-a-third-straight-month The Inference en 2026-11-08T15:39:28.836Z ADP counted 86,000 jobs added in October while professional services shed 27,000 for a third straight month https://theinference.org/article/claude-deleted-a-law-professor-s-notes-and-dropbox-restored-them-dropbox-paid-350-million-for-tigris-data The Inference en 2026-11-08T15:29:28.364Z Claude deleted a law professor's notes and Dropbox restored them; Dropbox paid $350 million for Tigris Data https://theinference.org/article/zeta-global-reports-monday-at-470-5-million-consensus-after-a-24-run-on-ai-partnerships-its-guide-excludes The Inference en 2026-11-08T15:26:28.778Z Zeta Global reports Monday at $470.5 million consensus after a 24% run on AI partnerships its guide excludes https://theinference.org/article/sempra-s-texas-grid-plan-grows-20-california-s-188-million-rate-denial-pushes-2027-toward-the-low-end The Inference en 2026-11-08T15:24:28.769Z Sempra's Texas grid plan grows 20%; California's $188 million rate denial pushes 2027 toward the low end https://theinference.org/article/musk-s-softbank-default-claim-tests-ge-vernova-s-5-3-billion-of-customer-cash The Inference en 2026-11-08T15:15:29.453Z Musk's SoftBank default claim tests GE Vernova's $5.3 billion of customer cash https://theinference.org/article/openai-s-voice-agents-dial-out-at-0-05-a-minute-over-twilio-s-pipes-twilio-just-guided-growth-down The Inference en 2026-11-08T15:14:28.393Z OpenAI's voice agents dial out at $0.05 a minute over Twilio's pipes; Twilio just guided growth down https://theinference.org/article/two-funds-bought-cerebras-into-its-unlock-insiders-sold-395-million-first The Inference en 2026-11-08T15:13:28.618Z Two funds bought Cerebras into its unlock; insiders sold $395 million first https://theinference.org/article/power-integrations-fell-15-3-despite-a-0-05-profit-beat-11-8-weeks-of-unsold-chips-decide-the-trade The Inference en 2026-11-08T14:20:27.419Z Power Integrations fell 15.3% despite a $0.05 profit beat: 11.8 weeks of unsold chips decide the trade https://theinference.org/article/nvidia-asked-tsmc-to-make-memory-tsmc-said-no-and-the-answer-runs-through-asml-s-order-book The Inference en 2026-11-08T14:18:27.116Z Nvidia asked TSMC to make memory. TSMC said no, and the answer runs through ASML's order book https://theinference.org/article/sitime-tripled-revenue-to-298-7-million-and-the-market-still-cut-it-60 The Inference en 2026-11-08T14:10:27.069Z SiTime tripled revenue to $298.7 million and the market still cut it 60% https://theinference.org/article/spirit-airlines-last-asset-went-on-the-block-the-inbox-of-everyone-who-worked-there The Inference en 2026-11-08T14:05:30.691Z Spirit Airlines' last asset went on the block: the inbox of everyone who worked there https://theinference.org/article/bloom-energy-s-order-book-went-gigawatt-scale-the-week-its-stock-fell-16 The Inference en 2026-11-08T14:04:27.990Z Bloom Energy's order book went gigawatt-scale the week its stock fell 16% https://theinference.org/article/ultra-clean-sold-its-own-stock-at-80-to-fund-the-ai-tool-boom-and-the-market-now-bids-41 The Inference en 2026-11-08T04:30:24.022Z Ultra Clean sold its own stock at $80 to fund the AI tool boom, and the market now bids $41 https://theinference.org/article/towa-doubled-profit-and-raised-its-dividend-tokyo-still-marked-it-down-4-9 The Inference en 2026-11-08T04:29:25.719Z TOWA doubled profit and raised its dividend; Tokyo still marked it down 4.9% https://theinference.org/article/a-job-ad-says-vannevar-labs-hit-80-million-of-annualized-revenue-and-turned-profitable-on-pentagon-money The Inference en 2026-11-08T04:28:24.131Z A job ad says Vannevar Labs hit $80 million of annualized revenue and turned profitable on Pentagon money https://theinference.org/article/exa-discloses-100-million-of-revenue-at-a-22x-multiple-four-days-before-deepseek-set-a-0-75-floor The Inference en 2026-11-08T04:27:25.309Z Exa discloses $100 million of revenue at a 22x multiple, four days before DeepSeek set a $0.75 floor https://theinference.org/article/ohio-voters-repealed-an-edgeconnex-data-center-deal-81-65-to-18-35-waterplan-sells-the-water-risk-map The Inference en 2026-11-08T04:26:23.588Z Ohio voters repealed an EdgeConneX data-center deal 81.65% to 18.35%; Waterplan sells the water-risk map https://theinference.org/article/volta-s-callisto-robot-automates-sample-prep-for-roche-s-axelios-1-the-750-000-challenger-to-illumina The Inference en 2026-11-08T04:23:23.939Z Volta's Callisto robot automates sample prep for Roche's AXELIOS 1, the $750,000 challenger to Illumina https://theinference.org/article/chime-grew-32-with-credit-at-29-of-purchase-volume-its-co-founder-s-trust-sold-2-million-of-stock The Inference en 2026-11-07T22:03:22.361Z Chime grew 32% with credit at 29% of purchase volume; its co-founder's trust sold $2 million of stock https://theinference.org/article/ibm-s-11-billion-confluent-buy-ships-a-product-that-deletes-etl-cache-and-database-layers The Inference en 2026-11-07T19:03:18.556Z IBM's $11 billion Confluent buy ships a product that deletes ETL, cache and database layers https://theinference.org/article/applovin-added-54-3-billion-in-five-sessions-lead-plaintiff-papers-in-its-suit-are-due-november-16 The Inference en 2026-11-07T19:02:18.622Z AppLovin added $54.3 billion in five sessions; lead-plaintiff papers in its suit are due November 16 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%