https://theinference.org/article/ase-lifts-its-2026-capex-plan-to-10-5-billion-and-its-18-analysts-average-target-now-sits-below-the-price The Inference en 2026-10-08T20:34:40.495Z ASE lifts its 2026 capex plan to $10.5 billion, and its 18 analysts' average target now sits below the price https://theinference.org/article/the-70-billion-openai-number-wall-street-lent-against-is-now-50-billion The Inference en 2026-10-08T20:32:40.587Z The $70 Billion OpenAI Number Wall Street Lent Against Is Now $50 Billion https://theinference.org/article/vertiv-s-only-sell-rating-at-188-comes-down-to-a-3-65-billion-revenue-line The Inference en 2026-10-08T20:26:41.399Z Vertiv's only Sell rating, at $188, comes down to a $3.65 billion revenue line https://theinference.org/article/marvell-s-90-billion-promise-leans-on-a-warrant-that-pays-google-to-keep-buying The Inference en 2026-10-08T15:29:57.569Z Marvell's $90 billion promise leans on a warrant that pays Google to keep buying https://theinference.org/article/tsmc-is-paying-globalfoundries-2-billion-for-ai-packaging-capacity-that-starts-producing-in-2028 The Inference en 2026-10-08T15:25:57.570Z TSMC is paying GlobalFoundries $2 billion for AI packaging capacity that starts producing in 2028 https://theinference.org/article/three-quarters-of-google-s-3-6-gigawatt-constellation-nuclear-deal-is-power-that-already-exists The Inference en 2026-10-08T15:24:57.575Z Three quarters of Google's 3.6-gigawatt Constellation nuclear deal is power that already exists https://theinference.org/article/apple-blocked-the-trade-desk-s-ads-then-asked-it-to-test-a-build-that-may-unblock-them The Inference en 2026-10-08T15:24:00.350Z Apple blocked The Trade Desk's ads, then asked it to test a build that may unblock them https://theinference.org/article/nvidia-confirmed-up-to-2-billion-of-xai-equity-on-top-of-a-17-billion-spacex-stake-it-already-holds The Inference en 2026-10-08T15:19:14.525Z Nvidia confirmed up to $2 billion of xAI equity on top of a $17 billion SpaceX stake it already holds https://theinference.org/article/goldman-lifts-tsmc-s-2028-capex-to-98-billion-while-pushing-the-texas-payoff-past-2032 The Inference en 2026-10-08T15:17:57.409Z Goldman lifts TSMC's 2028 capex to $98 billion while pushing the Texas payoff past 2032 https://theinference.org/article/salesforce-paid-3-6-billion-for-fin-and-200-million-of-its-august-guidance-raise-came-from-acquisitions The Inference en 2026-10-08T15:14:57.751Z Salesforce paid $3.6 billion for Fin, and $200 million of its August guidance raise came from acquisitions https://theinference.org/article/amd-s-first-hbm4-chips-are-out-and-samsung-s-80-billion-quarter-puts-sk-hynix-s-78-4-margins-to-the-test The Inference en 2026-10-08T13:13:57.014Z AMD's first HBM4 chips are out, and Samsung's $80 billion quarter puts SK hynix's 78.4% margins to the test https://theinference.org/article/meta-will-take-4-500-megawatts-from-entergy-whose-ceo-admits-it-hasn-t-studied-the-downside The Inference en 2026-10-08T13:05:57.260Z Meta will take 4,500 megawatts from Entergy, whose CEO admits it hasn't studied the downside https://theinference.org/article/samsung-guides-a-record-80-billion-operating-profit-and-its-stock-falls-2-4-as-micron-gains-4 The Inference en 2026-10-08T13:04:57.196Z Samsung guides a record $80 billion operating profit and its stock falls 2.4% as Micron gains 4% https://theinference.org/article/iberdrola-wants-spain-s-high-voltage-wires-back-and-data-centers-are-its-argument The Inference en 2026-10-08T02:27:53.944Z Iberdrola wants Spain's high-voltage wires back, and data centers are its argument https://theinference.org/article/helion-s-real-round-is-a-500m-series-g-at-15-5b-not-the-425m-the-wires-ran The Inference en 2026-10-08T02:27:11.798Z Helion's Real Round Is a $500M Series G at $15.5B, Not the $425M the Wires Ran https://theinference.org/article/gen-digital-bid-for-godaddy-buying-81-million-domains-in-the-age-of-ai-agents The Inference en 2026-10-08T02:26:33.635Z Gen Digital bid for GoDaddy: buying 81 million domains in the age of AI agents https://theinference.org/article/quanta-s-up-to-2-5-billion-cash-promise-passes-through-a-power-line-it-finished-in-2024 The Inference en 2026-10-08T02:25:24.922Z Quanta's up-to-$2.5 billion cash promise passes through a power line it finished in 2024 https://theinference.org/article/schneider-electric-pays-22-6-billion-for-ptc-dassault-trades-at-20x-earnings-against-peers-38x The Inference en 2026-10-08T02:25:09.871Z Schneider Electric pays $22.6 billion for PTC; Dassault trades at 20x earnings against peers' 38x https://theinference.org/article/wisetech-bought-79-growth-with-the-2-1-billion-e2open-deal-now-it-must-earn-6-to-10 The Inference en 2026-10-08T02:24:47.452Z WiseTech bought 79% growth with the $2.1 billion e2open deal; now it must earn 6 to 10% https://theinference.org/article/samsara-opens-its-fleet-data-to-any-ai-agent-sap-keeps-agents-in-joule The Inference en 2026-10-08T02:24:29.015Z Samsara opens its fleet data to any AI agent; SAP keeps agents in Joule https://theinference.org/article/firstenergy-wants-ohio-to-reopen-a-250-million-scandal-penalty-and-bless-a-2-5-billion-grid-plan The Inference en 2026-10-08T02:23:48.105Z FirstEnergy wants Ohio to reopen a $250 million scandal penalty and bless a $2.5 billion grid plan https://theinference.org/article/servicenow-says-half-its-net-new-revenue-now-sells-without-seats-2026-ai-target-rises-to-1-5-billion The Inference en 2026-10-08T01:13:08.510Z ServiceNow says half its net-new revenue now sells without seats; 2026 AI target rises to $1.5 billion https://theinference.org/article/mistral-prices-large-4-at-a-twelfth-of-openai-s-gpt-6-astra-rate-as-a-langchain-test-cut-coding-costs-64 The Inference en 2026-10-08T00:01:07.894Z Mistral prices Large 4 at a twelfth of OpenAI's GPT-6 Astra rate as a LangChain test cut coding costs 64% https://theinference.org/article/wolfspeed-s-1-5-billion-pentagon-loan-is-a-letter-not-a-check The Inference en 2026-10-07T23:17:30.646Z Wolfspeed's $1.5 billion Pentagon loan is a letter, not a check https://theinference.org/article/ibm-signed-a-240-million-deal-to-host-together-ai-an-8-3-billion-cloud-funded-by-aramco-and-mubadala The Inference en 2026-10-07T23:16:30.393Z IBM signed a $240 million deal to host Together AI, an $8.3 billion cloud funded by Aramco and Mubadala https://theinference.org/article/the-army-s-five-way-missile-fly-off-pits-13-billion-castelion-against-lockheed-and-rtx-for-a-1-000-km-round The Inference en 2026-10-07T23:15:30.420Z The Army's five-way missile fly-off pits $13 billion Castelion against Lockheed and RTX for a 1,000-km round https://theinference.org/article/segra-bet-22-5-of-its-fund-on-x-energy-the-prize-is-a-fuel-factory-not-a-permit The Inference en 2026-10-07T23:14:30.702Z Segra bet 22.5% of its fund on X-Energy. The prize is a fuel factory, not a permit https://theinference.org/article/wistron-s-record-august-drew-the-shorts-and-a-1-47-billion-share-sale The Inference en 2026-10-07T23:13:45.448Z Wistron's record August drew the shorts and a $1.47 billion share sale https://theinference.org/article/dte-energy-s-1-gigawatt-google-deal-set-michigan-s-data-center-template-more-deals-by-year-end The Inference en 2026-10-07T23:11:30.518Z DTE Energy's 1-gigawatt Google deal set Michigan's data-center template; more deals by year-end https://theinference.org/article/reflection-ai-signed-7-3-billion-of-gpu-rent-first-model-beam-used-under-3-of-it-weights-ship-free The Inference en 2026-10-07T23:10:30.485Z Reflection AI signed $7.3 billion of GPU rent; first model Beam used under 3% of it, weights ship free https://theinference.org/article/novo-nordisk-pays-hengrui-up-to-2-6-billion-for-an-unproven-pill-and-its-buyback-ran-11-above-the-market The Inference en 2026-10-07T23:09:30.484Z Novo Nordisk pays Hengrui up to $2.6 billion for an unproven pill, and its buyback ran 11% above the market https://theinference.org/article/carmax-routes-100-of-its-calls-through-sierra-s-ai-but-the-sale-itself-stays-human The Inference en 2026-10-07T23:08:30.451Z CarMax routes 100% of its calls through Sierra's AI, but the sale itself stays human https://theinference.org/article/amazon-and-openai-resell-china-s-glm-5-3-and-kimi-k3-minimax-is-the-cheapest-chinese-lab-at-13-billion The Inference en 2026-10-07T22:19:54.405Z Amazon and OpenAI resell China's GLM-5.3 and Kimi K3; MiniMax is the cheapest Chinese lab at $13 billion https://theinference.org/article/figma-s-16-seat-now-buys-at-most-ten-ai-generated-flows-a-month The Inference en 2026-10-07T22:08:54.391Z Figma's $16 seat now buys at most ten AI-generated flows a month https://theinference.org/article/two-dozen-firms-breached-through-gitlab-stored-secrets-and-gitlab-shipped-the-cure-a-day-later The Inference en 2026-10-07T21:57:54.343Z Two dozen firms breached through GitLab-stored secrets, and GitLab shipped the cure a day later https://theinference.org/article/elastic-co-founder-sold-135-million-of-stock-with-no-trading-plan-the-day-pictet-crossed-5 The Inference en 2026-10-07T21:47:19.082Z Elastic co-founder sold $135 million of stock with no trading plan the day Pictet crossed 5% https://theinference.org/article/softbank-s-6-billion-1x-talks-meet-a-12-week-shipping-deadline The Inference en 2026-10-07T21:37:30.617Z SoftBank's $6 Billion 1X Talks Meet a 12-Week Shipping Deadline https://theinference.org/article/actelis-was-thrown-off-nasdaq-in-april-its-market-value-is-now-a-quarter-of-its-cash The Inference en 2026-10-07T21:37:30.257Z Actelis was thrown off Nasdaq in April. Its market value is now a quarter of its cash https://theinference.org/article/qihoo-360-swung-to-a-rmb-216-million-first-half-profit-selling-china-s-answer-to-anthropic-s-mythos The Inference en 2026-10-07T21:37:29.908Z Qihoo 360 swung to a RMB 216 million first-half profit selling China's answer to Anthropic's Mythos https://theinference.org/article/aerovironment-is-down-43-despite-a-record-1-5-billion-backlog-and-a-464-8-million-army-laser-win The Inference en 2026-10-07T21:36:19.137Z AeroVironment is down 43% despite a record $1.5 billion backlog and a $464.8 million Army laser win https://theinference.org/article/olympus-partners-took-360-million-out-of-accelevation-s-ipo-leaving-647-8-million-of-debt The Inference en 2026-10-07T21:25:19.017Z Olympus Partners took $360 million out of Accelevation's IPO, leaving $647.8 million of debt https://theinference.org/article/vicor-s-founder-sold-6-3m-the-day-after-the-second-raise-the-stock-now-sits-below-his-floor The Inference en 2026-10-07T21:14:19.067Z Vicor's founder sold $6.3M the day after the second raise; the stock now sits below his floor https://theinference.org/article/texas-instruments-5-8-billion-payout-needed-1-2-billion-of-chips-act-cash The Inference en 2026-10-07T21:02:19.219Z Texas Instruments' $5.8 billion payout needed $1.2 billion of CHIPS Act cash https://theinference.org/article/almost-nobody-has-bought-agent-security-yet-the-market-is-paying-as-if-everyone-has The Inference en 2026-10-07T20:50:18.763Z Almost Nobody Has Bought Agent Security Yet. The Market Is Paying As If Everyone Has. https://theinference.org/article/acm-nearly-doubles-its-order-book-and-its-own-release-says-it-may-not-be-revenue The Inference en 2026-10-07T20:38:18.750Z ACM Nearly Doubles Its Order Book, and Its Own Release Says It May Not Be Revenue https://theinference.org/article/fortinet-sold-factory-security-the-same-week-the-fbi-called-its-firewalls-a-ransomware-doorway The Inference en 2026-10-07T20:26:18.739Z Fortinet sold factory security the same week the FBI called its firewalls a ransomware doorway https://theinference.org/article/the-only-confirmed-buyer-in-hanmi-s-hbm-rally-is-its-own-chairman The Inference en 2026-10-07T20:14:18.667Z The Only Confirmed Buyer in Hanmi's HBM Rally Is Its Own Chairman https://theinference.org/article/chime-pays-590-million-to-own-its-sponsor-bank-block-s-charter-bid-rests-on-an-occ-rule-now-in-court The Inference en 2026-10-07T20:02:18.929Z Chime pays $590 million to own its sponsor bank; Block's charter bid rests on an OCC rule now in court https://theinference.org/article/ase-spent-nt-10-billion-in-three-weeks-building-the-packaging-slots-amd-cannot-get The Inference en 2026-10-07T19:50:18.815Z ASE spent NT$10 billion in three weeks building the packaging slots AMD cannot get https://theinference.org/article/xcel-filed-a-texas-tariff-to-lock-data-centers-into-15-year-contracts-with-exit-fees The Inference en 2026-10-07T19:39:02.428Z Xcel filed a Texas tariff to lock data centers into 15-year contracts with exit fees https://theinference.org/article/goldman-says-client-assets-are-safe-its-risk-team-is-asking-ey-to-prove-it The Inference en 2026-10-07T19:27:02.357Z Goldman Says Client Assets Are Safe. Its Risk Team Is Asking EY to Prove It https://theinference.org/article/openai-trained-gpt-6-at-ironclad-docusign-s-rival-docusign-opened-its-platform-to-every-ai The Inference en 2026-10-07T19:12:02.280Z OpenAI trained GPT-6 at Ironclad, DocuSign's rival; DocuSign opened its platform to every AI https://theinference.org/article/new-nuclear-cost-3-3x-more-per-megawatt-under-amazon-than-google-six-days-apart-at-constellation The Inference en 2026-10-07T18:56:02.286Z New nuclear cost 3.3x more per megawatt under Amazon than Google, six days apart at Constellation https://theinference.org/article/scale-ai-cut-89-tasks-from-its-coding-benchmark-after-an-audit-found-gaming-then-graded-its-own-fix The Inference en 2026-10-07T18:40:03.346Z Scale AI cut 89 tasks from its coding benchmark after an audit found gaming, then graded its own fix https://theinference.org/article/newsom-signs-bills-to-end-california-s-50-year-nuclear-ban-and-diablo-canyon-owner-pg-e-holds-the-option The Inference en 2026-10-07T18:24:02.172Z Newsom signs bills to end California's 50-year nuclear ban, and Diablo Canyon owner PG&E holds the option https://theinference.org/article/bloomberg-puts-flux-in-the-child-abuse-supply-chain-black-forest-labs-own-study-ranked-a-model-fourth-worst The Inference en 2026-10-07T18:08:02.250Z Bloomberg puts FLUX in the child-abuse supply chain; Black Forest Labs' own study ranked a model fourth-worst https://theinference.org/article/index-funds-paid-300-91-for-twilio-the-week-meta-and-verizon-raised-the-fees-twilio-bills-as-growth The Inference en 2026-10-07T17:52:02.152Z Index funds paid $300.91 for Twilio the week Meta and Verizon raised the fees Twilio bills as growth https://theinference.org/article/dell-is-up-347-as-its-192-billion-guide-passes-the-memory-bill-to-customers-micron-sees-tightness-to-2028 The Inference en 2026-10-07T17:36:02.073Z Dell is up 347% as its $192 billion guide passes the memory bill to customers; Micron sees tightness to 2028 https://theinference.org/article/zoom-opened-its-speech-ai-to-rivals-and-wired-in-meta-s-muse-the-market-still-pays-8-4-times-earnings The Inference en 2026-10-07T17:20:01.962Z Zoom opened its speech AI to rivals and wired in Meta's Muse; the market still pays 8.4 times earnings https://theinference.org/article/spotify-s-12-hour-audiobook-cap-goes-to-more-than-180-markets-two-days-after-ubs-cut-its-target-to-675 The Inference en 2026-10-07T17:00:01.941Z Spotify's 12-hour audiobook cap goes to more than 180 markets, two days after UBS cut its target to $675 https://theinference.org/article/workday-hands-out-free-ai-while-duffield-s-trust-sells-18-8m-at-a-time The Inference en 2026-10-07T16:40:01.907Z Workday Hands Out Free AI While Duffield's Trust Sells $18.8M at a Time https://theinference.org/article/shopify-signed-two-rival-ai-agent-protocols-as-gumloop-s-browser-enters-sites-without-opt-in The Inference en 2026-10-07T16:20:01.910Z Shopify signed two rival AI agent protocols as Gumloop's browser enters sites without opt-in https://theinference.org/article/sandisk-s-insiders-sold-130-million-of-the-ai-memory-boom-and-bought-nothing The Inference en 2026-10-07T16:00:01.844Z Sandisk's insiders sold $130 million of the AI memory boom and bought nothing https://theinference.org/article/micron-paid-up-to-68-months-of-pay-its-taiwan-workers-voted-99-to-strike-anyway The Inference en 2026-10-07T15:40:01.940Z Micron Paid Up to 68 Months of Pay. Its Taiwan Workers Voted 99% to Strike Anyway. https://theinference.org/article/bnp-paribas-cut-globalfoundries-to-neutral-51-target-from-80-gf-s-2027-price-increases-already-signed The Inference en 2026-10-07T15:20:01.973Z BNP Paribas cut GlobalFoundries to Neutral, $51 target from $80; GF's 2027 price increases already signed https://theinference.org/article/huawei-declares-victory-over-nvidia-in-china-on-evidence-it-will-not-show The Inference en 2026-10-07T15:00:02.079Z Huawei declares victory over Nvidia in China on evidence it will not show https://theinference.org/article/musk-says-tesla-and-spacex-will-build-and-run-terafab-tsmc-gets-at-most-a-sublease-and-intel-fell-3-2 The Inference en 2026-10-07T14:40:01.846Z Musk says Tesla and SpaceX will build and run Terafab; TSMC gets at most a sublease and Intel fell 3.2% https://theinference.org/article/fico-cuts-about-570-jobs-the-week-fhfa-leveled-its-pricing-moat The Inference en 2026-10-07T14:20:01.884Z FICO cuts about 570 jobs the week FHFA leveled its pricing moat https://theinference.org/article/nebius-borrowed-against-microsoft-and-meta-to-build-the-machine-they-prepaid The Inference en 2026-10-07T14:00:01.895Z Nebius Borrowed Against Microsoft and Meta to Build the Machine They Prepaid https://theinference.org/article/adobe-licenses-can-now-be-bought-with-openai-budget-at-a-toll-nobody-discloses The Inference en 2026-10-07T13:40:02.088Z Adobe licenses can now be bought with OpenAI budget, at a toll nobody discloses https://theinference.org/article/finland-froze-google-s-shovels-applied-digital-reports-tonight The Inference en 2026-10-07T13:20:02.116Z Finland Froze Google's Shovels. Applied Digital Reports Tonight. https://theinference.org/article/musk-just-confirmed-his-rival-s-150-million-monthly-rent-check The Inference en 2026-10-07T13:00:01.766Z Musk just confirmed his rival's $150 million monthly rent check https://theinference.org/article/synopsys-buys-1-billion-of-its-own-stock-after-insiders-sold-38-million The Inference en 2026-10-07T04:19:55.189Z Synopsys buys $1 billion of its own stock after insiders sold $38 million https://theinference.org/article/hubspot-cuts-660-jobs-and-reaffirms-guidance-that-cannot-see-the-bill The Inference en 2026-10-07T03:59:55.272Z HubSpot cuts 660 jobs and reaffirms guidance that cannot see the bill https://theinference.org/article/musk-bound-spacex-to-one-chip-supplier-the-bill-is-40-billion-of-debt The Inference en 2026-10-07T03:39:55.003Z Musk bound SpaceX to one chip supplier; the bill is $40 billion of debt https://theinference.org/article/asos-fell-13-after-hackers-turned-its-own-app-into-an-extortion-billboard The Inference en 2026-10-07T03:19:54.976Z Asos fell 13% after hackers turned its own app into an extortion billboard https://theinference.org/article/samsung-s-5-billion-substrate-bet-buys-its-tools-from-a-rival-it-lost-to-in-court The Inference en 2026-10-07T02:36:54.995Z Samsung's $5 Billion Substrate Bet Buys Its Tools From a Rival It Lost To in Court https://theinference.org/article/five-green-days-104-times-earnings-and-a-macom-laser-still-in-test The Inference en 2026-10-07T02:16:55.097Z Five green days, 104 times earnings, and a MACOM laser still in test https://theinference.org/article/airbnb-says-no-to-agent-bookings-while-chatgpt-becomes-its-best-salesman The Inference en 2026-10-07T01:56:54.882Z Airbnb Says No to Agent Bookings While ChatGPT Becomes Its Best Salesman https://theinference.org/article/a-no-name-wyoming-fund-grabs-3-of-technoprobe-off-market-at-the-top-of-a-204-rally The Inference en 2026-10-07T01:36:54.803Z A no-name Wyoming fund grabs 3% of Technoprobe off-market at the top of a 204% rally https://theinference.org/article/america-s-no-1-mortgage-lender-now-pulls-a-rival-score-on-every-loan-and-fico-calls-it-loyalty The Inference en 2026-10-07T01:16:54.761Z America's No. 1 mortgage lender now pulls a rival score on every loan, and FICO calls it loyalty https://theinference.org/article/circle-buys-a-seat-where-24-7-wall-street-picks-its-dollar The Inference en 2026-10-07T01:10:53.024Z Circle Buys a Seat Where 24/7 Wall Street Picks Its Dollar https://theinference.org/article/new-york-billed-doordash-131-5-million-for-underpaid-couriers-london-handed-the-pavement-to-robots The Inference en 2026-10-07T01:10:52.251Z New York billed DoorDash $131.5 million for underpaid couriers; London handed the pavement to robots https://theinference.org/article/qualcomm-asks-a-jury-to-let-it-stop-paying-arm-royalties-for-five-years The Inference en 2026-10-07T01:10:51.735Z Qualcomm asks a jury to let it stop paying Arm royalties for five years https://theinference.org/article/western-digital-insiders-cashed-30-million-out-of-the-rally-wall-street-says-to-buy The Inference en 2026-10-07T01:10:50.979Z Western Digital Insiders Cashed $30 Million Out of the Rally Wall Street Says to Buy https://theinference.org/article/uber-s-2-3-billion-catering-buy-targets-the-orders-ai-agents-cannot-re-shop The Inference en 2026-10-07T01:10:49.346Z Uber's $2.3 Billion Catering Buy Targets the Orders AI Agents Cannot Re-Shop https://theinference.org/article/qualcomm-pays-huawei-for-the-first-time-in-25-years-and-the-real-bill-lands-on-asml The Inference en 2026-10-07T01:10:48.220Z Qualcomm pays Huawei for the first time in 25 years, and the real bill lands on ASML https://theinference.org/article/goldman-s-fund-desk-is-underweight-the-420-billion-ai-debt-wave-goldman-itself-forecasts The Inference en 2026-10-07T01:10:47.491Z Goldman's fund desk is underweight the $420 billion AI debt wave Goldman itself forecasts https://theinference.org/article/micron-settles-with-netlist-for-600-million-and-the-toll-now-falls-to-google-and-nvidia The Inference en 2026-10-07T01:10:44.028Z Micron settles with Netlist for $600 million, and the toll now falls to Google and Nvidia https://theinference.org/article/zscaler-calls-ai-its-biggest-opportunity-then-repeats-guidance-that-slows-growth-by-a-third The Inference en 2026-10-07T01:10:42.013Z Zscaler calls AI its biggest opportunity, then repeats guidance that slows growth by a third https://theinference.org/article/mistral-ships-its-trillion-parameter-model-as-five-legal-challenges-circle-its-data-center The Inference en 2026-10-07T01:10:39.762Z Mistral ships its trillion-parameter model as five legal challenges circle its data center https://theinference.org/article/coinbase-s-futures-just-stopped-expiring-cme-s-still-do The Inference en 2026-10-07T01:10:38.123Z Coinbase's futures just stopped expiring. CME's still do. https://theinference.org/article/figma-rents-chatgpt-s-sidebar-while-its-ai-money-rides-a-903-a-month-tail The Inference en 2026-10-07T01:10:36.228Z Figma rents ChatGPT's sidebar while its AI money rides a $903-a-month tail https://theinference.org/article/index-funds-carry-axt-s-425-run-beijing-gates-the-order-book The Inference en 2026-10-07T01:10:34.402Z Index funds carry AXT's 425% run; Beijing gates the order book https://theinference.org/article/wolfspeed-now-sells-premium-wafers-to-its-competitors-and-guides-to-lose-money-doing-it The Inference en 2026-10-07T01:10:31.923Z Wolfspeed now sells premium wafers to its competitors, and guides to lose money doing it https://theinference.org/article/workday-ships-a-report-saying-ai-won-t-cut-jobs-a-week-after-cutting-500 The Inference en 2026-10-07T01:06:34.963Z Workday ships a report saying AI won't cut jobs, a week after cutting 500