https://theinference.org/article/broccoli-ai-clones-receptionists-voices-with-khosla-s-25-million-as-servicetitan-unveils-30-agents The Inference en 2026-10-09T19:15:27.883Z Broccoli AI clones receptionists' voices with Khosla's $25 million as ServiceTitan unveils 30 agents https://theinference.org/article/mvb-bank-outsources-its-anti-money-laundering-alert-queue-to-bretton-ai-paying-by-the-finished-case The Inference en 2026-10-09T19:09:27.914Z MVB Bank outsources its anti-money-laundering alert queue to Bretton AI, paying by the finished case https://theinference.org/article/atomic-machines-raised-250-million-for-no-mold-micro-machines-six-times-atomic-industries-42-million The Inference en 2026-10-09T19:08:27.937Z Atomic Machines raised $250 million for no-mold micro-machines, six times Atomic Industries' $42 million https://theinference.org/article/saastr-credits-artisan-with-millions-in-closed-deals-then-builds-its-own-ai-for-top-accounts The Inference en 2026-10-09T19:07:27.910Z SaaStr credits Artisan with millions in closed deals, then builds its own AI for top accounts https://theinference.org/article/customs-ruling-quietly-zeroes-duty-on-the-guts-of-sanmina-s-ai-storage-racks The Inference en 2026-10-09T19:06:27.918Z Customs ruling quietly zeroes duty on the guts of Sanmina's AI storage racks https://theinference.org/article/xcel-energy-exits-michigan-selling-15-000-customers-at-no-disclosed-price-to-focus-on-a-60-billion-plan The Inference en 2026-10-09T19:05:28.899Z Xcel Energy exits Michigan, selling 15,000 customers at no disclosed price, to focus on a $60 billion plan https://theinference.org/article/ottawa-banned-hikvision-16-months-ago-more-than-28-700-cameras-remain-live-on-canada-s-public-internet The Inference en 2026-10-09T19:04:27.990Z Ottawa banned Hikvision 16 months ago; more than 28,700 cameras remain live on Canada's public internet https://theinference.org/article/asus-opens-2-599-nvidia-rtx-spark-preorders-as-pc-shipments-fall-20-1-and-only-asus-gains-share The Inference en 2026-10-09T18:28:27.926Z ASUS opens $2,599 NVIDIA RTX Spark preorders as PC shipments fall 20.1% and only ASUS gains share https://theinference.org/article/atomera-says-its-silicon-film-is-in-the-applied-materials-intel-pact-no-contract-names-atomera The Inference en 2026-10-09T18:27:27.865Z Atomera says its silicon film is in the Applied Materials-Intel pact; no contract names Atomera https://theinference.org/article/asm-international-says-its-film-erases-a-chip-polishing-step-in-an-8-85-billion-market-q3-lands-october-27 The Inference en 2026-10-09T18:26:27.860Z ASM International says its film erases a chip-polishing step in an $8.85 billion market; Q3 lands October 27 https://theinference.org/article/abridge-launches-hospital-claim-review-putting-athelas-and-parent-commure-s-7-billion-valuation-to-the-test The Inference en 2026-10-09T18:24:28.026Z Abridge launches hospital claim review, putting Athelas and parent Commure's $7 billion valuation to the test https://theinference.org/article/hpe-s-ceo-sold-32-million-of-stock-as-the-price-reached-the-target-wall-street-set The Inference en 2026-10-09T18:22:27.961Z HPE's CEO sold $32 million of stock as the price reached the target Wall Street set https://theinference.org/article/chile-charges-enel-over-phantom-meters-brazil-s-regulator-votes-to-recommend-ending-its-largest-concession The Inference en 2026-10-09T18:21:27.967Z Chile charges Enel over phantom meters; Brazil's regulator votes to recommend ending its largest concession https://theinference.org/article/duke-energy-says-dropping-carbon-limits-saves-10-billion-but-the-number-appears-in-no-regulatory-filing The Inference en 2026-10-09T18:20:27.863Z Duke Energy says dropping carbon limits saves $10 billion, but the number appears in no regulatory filing https://theinference.org/article/crusoe-and-boom-supersonic-scrapped-their-1-25-billion-turbine-deal-days-after-crusoe-s-3-9-billion-round The Inference en 2026-10-09T18:19:27.949Z Crusoe and Boom Supersonic scrapped their $1.25 billion turbine deal days after Crusoe's $3.9 billion round https://theinference.org/article/descartes-systems-ai-agents-have-no-price-rbc-and-loop-capital-rated-them-anyway-as-the-import-boom-crests The Inference en 2026-10-09T18:18:27.925Z Descartes Systems' AI agents have no price; RBC and Loop Capital rated them anyway as the import boom crests https://theinference.org/article/cloudflare-blocked-13-47-of-ai-bot-requests-in-q3-up-from-5-98-vendors-sell-agents-the-way-in The Inference en 2026-10-09T17:30:27.854Z Cloudflare blocked 13.47% of AI bot requests in Q3, up from 5.98%; vendors sell agents the way in https://theinference.org/article/skydio-sells-the-drones-axon-collects-the-rent-boulder-s-police-drone-room-bills-1-5-million-over-ten-years The Inference en 2026-10-09T17:29:27.802Z Skydio sells the drones, Axon collects the rent: Boulder's police drone room bills $1.5 million over ten years https://theinference.org/article/west-virginia-will-hear-whether-data-center-power-demand-is-overstated-in-a-fight-over-nextera-s-line The Inference en 2026-10-09T17:27:27.923Z West Virginia will hear whether data-center power demand is overstated, in a fight over NextEra's line https://theinference.org/article/block-pre-announces-1-8-billion-of-bitcoin-noise-it-is-spending-october-to-grow The Inference en 2026-10-09T17:22:27.917Z Block pre-announces $1.8 billion of bitcoin noise it is spending October to grow https://theinference.org/article/iren-is-down-13-5-in-two-sessions-on-the-ft-s-recount-of-openai-s-revenue-16-buy-ratings-still-see-81-13 The Inference en 2026-10-09T17:21:27.765Z IREN is down 13.5% in two sessions on the FT's recount of OpenAI's revenue; 16 Buy ratings still see $81.13 https://theinference.org/article/bloom-energy-fell-6-3-on-a-report-oracle-is-trucking-gas-and-still-trades-above-the-street-s-258-target The Inference en 2026-10-09T17:20:27.834Z Bloom Energy fell 6.3% on a report Oracle is trucking gas and still trades above the street's $258 target https://theinference.org/article/jabil-s-8-5-billion-growth-guide-is-almost-all-ai The Inference en 2026-10-09T17:19:28.774Z Jabil's $8.5 Billion Growth Guide Is Almost All AI https://theinference.org/article/lumentum-is-sold-out-to-2029-while-coherent-s-insiders-sold-1-1-billion-of-nvidia-s-other-optics-bet The Inference en 2026-10-09T17:18:27.795Z Lumentum is sold out to 2029 while Coherent's insiders sold $1.1 billion of Nvidia's other optics bet https://theinference.org/article/factset-closed-at-286-52-above-the-street-s-277-56-target-on-a-scotia-deal-with-no-disclosed-value The Inference en 2026-10-09T17:14:28.050Z FactSet closed at $286.52, above the street's $277.56 target, on a Scotia deal with no disclosed value https://theinference.org/article/uber-s-allies-spent-a-record-10-9-million-in-albany-its-draft-rule-would-keep-85-of-robotaxi-rides-human The Inference en 2026-10-09T17:12:28.210Z Uber's allies spent a record $10.9 million in Albany; its draft rule would keep 85% of robotaxi rides human https://theinference.org/article/lilly-is-putting-6-5-billion-into-concrete-and-up-to-1-billion-into-ai-drug-discovery The Inference en 2026-10-09T15:18:18.627Z Lilly is putting $6.5 billion into concrete and up to $1 billion into AI drug discovery https://theinference.org/article/novo-nordisk-counts-7-million-us-wegovy-pill-prescriptions-citi-still-cut-its-target-to-dkk-296 The Inference en 2026-10-09T15:14:18.669Z Novo Nordisk counts 7 million US Wegovy pill prescriptions; Citi still cut its target to DKK 296 https://theinference.org/article/indiana-regulators-approved-aes-s-1-3-billion-google-data-center-plan-aes-trades-0-67-under-its-15-buyout The Inference en 2026-10-09T15:12:18.670Z Indiana regulators approved AES's $1.3 billion Google data center plan; AES trades 0.67% under its $15 buyout https://theinference.org/article/openevidence-raised-250-million-at-15-billion-pro-medicus-fell-48-in-a-year-on-the-same-doctor-screen The Inference en 2026-10-09T15:11:18.558Z OpenEvidence raised $250 million at $15 billion; Pro Medicus fell 48% in a year on the same doctor screen https://theinference.org/article/bending-spoons-agreed-to-pay-1-355-billion-for-miro-ai-agents-made-6-3-million-unbilled-calls-in-september The Inference en 2026-10-09T15:09:18.604Z Bending Spoons agreed to pay $1.355 billion for Miro; AI agents made 6.3 million unbilled calls in September https://theinference.org/article/datalab-built-the-benchmark-that-ranks-datalab-first-0-38-points-ahead-of-reducto The Inference en 2026-10-09T15:07:18.707Z Datalab built the benchmark that ranks Datalab first, 0.38 points ahead of Reducto https://theinference.org/article/cognition-s-48-billion-devin-runs-on-nvidia-s-newest-racks-rented-from-coreweave The Inference en 2026-10-09T15:05:18.665Z Cognition's $48 billion Devin runs on Nvidia's newest racks, rented from CoreWeave https://theinference.org/article/goldman-sachs-230-palantir-call-leans-on-nvidia-the-first-customer-of-their-ai-platform The Inference en 2026-10-09T15:04:18.625Z Goldman Sachs' $230 Palantir call leans on Nvidia, the first customer of their AI platform https://theinference.org/article/anthropic-s-pentagon-ban-stands-on-appeal-and-its-ipo-carries-518-billion-of-locked-compute-bills The Inference en 2026-10-09T15:03:18.548Z Anthropic's Pentagon ban stands on appeal, and its IPO carries $518 billion of locked compute bills https://theinference.org/article/hubspot-s-top-lawyer-resigned-two-days-after-660-job-cuts-before-the-65-million-to-75-million-charge The Inference en 2026-10-09T15:02:18.635Z HubSpot's top lawyer resigned two days after 660 job cuts, before the $65 million to $75 million charge https://theinference.org/article/paypal-moved-1-billion-in-stablecoins-and-every-dollar-was-its-own The Inference en 2026-10-09T15:01:18.691Z PayPal moved $1 billion in stablecoins, and every dollar was its own https://theinference.org/article/openai-promises-a-70-billion-net-revenue-run-rate-by-december-31-oracle-and-coreweave-lend-against-it The Inference en 2026-10-09T15:00:18.553Z OpenAI promises a $70 billion net revenue run rate by December 31; Oracle and CoreWeave lend against it https://theinference.org/article/applovin-failed-to-switch-off-unity-s-ad-tool-in-court-a-class-action-cites-44-billion-of-lost-value The Inference en 2026-10-09T13:25:18.560Z AppLovin failed to switch off Unity's ad tool in court; a class action cites $44 billion of lost value https://theinference.org/article/zevenbergen-cut-its-nlight-stake-72-9-while-insiders-sold-72-8-million-the-street-s-target-is-86-50 The Inference en 2026-10-09T13:24:18.525Z Zevenbergen cut its nLight stake 72.9% while insiders sold $72.8 million; the street's target is $86.50 https://theinference.org/article/guosheng-put-6-2-billion-yuan-into-hua-hong-s-parent-the-listed-chipmaker-gets-the-capacity-not-the-cash The Inference en 2026-10-09T13:23:18.576Z Guosheng put 6.2 billion yuan into Hua Hong's parent; the listed chipmaker gets the capacity, not the cash https://theinference.org/article/lumentum-prepaid-87-million-to-lock-axt-s-chip-capacity-through-2031-insiders-sold-78-8-million The Inference en 2026-10-09T13:22:18.521Z Lumentum prepaid $87 million to lock AXT's chip capacity through 2031; insiders sold $78.8 million https://theinference.org/article/nvidia-pays-1-5-billion-toward-amkor-s-us-packaging-build-amkor-s-depreciation-bill-starts-in-2027 The Inference en 2026-10-09T13:21:19.164Z Nvidia pays $1.5 billion toward Amkor's US packaging build; Amkor's depreciation bill starts in 2027 https://theinference.org/article/etfs-net-sold-31-3-million-of-formfactor-on-its-first-day-in-the-s-p-midcap-400 The Inference en 2026-10-09T13:20:18.708Z ETFs net sold $31.3 million of FormFactor on its first day in the S&P MidCap 400 https://theinference.org/article/amec-escaped-the-pentagon-blacklist-by-suing-rmb1-98-billion-of-its-quadrupled-profit-was-investment-gains The Inference en 2026-10-09T13:19:18.668Z AMEC escaped the Pentagon blacklist by suing; Rmb1.98 billion of its quadrupled profit was investment gains https://theinference.org/article/cerebras-rallied-9-on-altman-s-praise-but-openai-s-20-billion-revenue-gap-sets-a-november-test The Inference en 2026-10-09T13:18:18.587Z Cerebras rallied 9% on Altman's praise, but OpenAI's $20 billion revenue gap sets a November test https://theinference.org/article/one-prompt-exposes-aws-agent-credentials-aws-calls-it-documented-behavior-amid-a-220-billion-capex-plan The Inference en 2026-10-09T13:15:18.492Z One prompt exposes AWS agent credentials; AWS calls it documented behavior amid a $220 billion capex plan https://theinference.org/article/traders-put-a-one-in-five-chance-on-oracle-defaulting-within-five-years The Inference en 2026-10-09T03:18:11.510Z Traders put a one-in-five chance on Oracle defaulting within five years https://theinference.org/article/equinix-spilled-a-record-5-500-gallons-of-diesel-new-jersey-s-biggest-data-center-fine-was-1-07-million The Inference en 2026-10-09T03:17:11.424Z Equinix spilled a record 5,500 gallons of diesel; New Jersey's biggest data-center fine was $1.07 million https://theinference.org/article/disney-will-see-midjourney-s-video-training-data-with-a-9-billion-claim-against-suno-as-the-price-list The Inference en 2026-10-09T03:09:13.238Z Disney will see Midjourney's video training data, with a $9 billion claim against Suno as the price list https://theinference.org/article/fincen-killed-the-mixer-rule-and-handed-banks-the-tracing-bill The Inference en 2026-10-09T03:08:11.640Z FinCEN killed the mixer rule and handed banks the tracing bill https://theinference.org/article/robinhood-bought-25-million-of-bitcoin-to-signal-conviction-ark-sold-23-7-million-of-robinhood The Inference en 2026-10-09T02:51:12.380Z Robinhood Bought $25 Million of Bitcoin to Signal Conviction. ARK Sold $23.7 Million of Robinhood https://theinference.org/article/paypal-lands-ticketmaster-processing-and-a-meta-checkout-slot-branded-wallet-grew-just-2 The Inference en 2026-10-09T02:50:11.324Z PayPal lands Ticketmaster processing and a Meta checkout slot; branded wallet grew just 2% https://theinference.org/article/palantir-s-126-million-ice-tool-profiled-people-who-film-ice-agents-a-court-filing-shows The Inference en 2026-10-09T02:49:11.488Z Palantir's $126 million ICE tool profiled people who film ICE agents, a court filing shows https://theinference.org/article/parsons-fell-35-in-a-day-on-a-15-million-loss-four-law-firms-now-probe-what-it-knew The Inference en 2026-10-09T02:48:11.341Z Parsons fell 35% in a day on a $15 million loss; four law firms now probe what it knew https://theinference.org/article/applovin-s-52-8-growth-rides-price-per-install-not-volume-november-4-counts-both The Inference en 2026-10-09T02:47:11.549Z AppLovin's 52.8% growth rides price per install, not volume; November 4 counts both https://theinference.org/article/lenovo-s-ai-boom-and-its-memory-bill-come-from-the-same-place The Inference en 2026-10-09T01:27:11.338Z Lenovo's AI boom and its memory bill come from the same place https://theinference.org/article/isomorphic-labs-reported-40-billion-raise-prices-biohub-s-1-8-billion-cell-data-pact The Inference en 2026-10-09T01:25:11.361Z Isomorphic Labs' reported $40 billion raise prices Biohub's $1.8 billion cell-data pact https://theinference.org/article/rwe-wants-data-centers-to-pay-for-europe-s-grid-and-rwe-owns-what-gets-built The Inference en 2026-10-09T01:23:11.321Z RWE wants data centers to pay for Europe's grid, and RWE owns what gets built https://theinference.org/article/tsai-sells-europe-open-weights-alibaba-s-safety-record-is-seven-results-in-238-releases The Inference en 2026-10-09T01:22:11.326Z Tsai sells Europe open weights; Alibaba's safety record is seven results in 238 releases https://theinference.org/article/nvidia-s-biggest-server-maker-printed-95-billion-its-us-ticker-traded-71-000 The Inference en 2026-10-09T01:19:11.319Z Nvidia's biggest server maker printed $95 billion; its US ticker traded $71,000 https://theinference.org/article/ge-vernova-won-the-first-us-small-reactor-permit-and-fell-3-4-batteries-are-undercutting-its-gas-backlog The Inference en 2026-10-09T01:18:11.403Z GE Vernova won the first US small-reactor permit and fell 3.4%: batteries are undercutting its gas backlog https://theinference.org/article/xiaomi-locked-70-000-orders-for-its-extended-range-suv-and-needs-about-87-800-deliveries-a-month-in-q4 The Inference en 2026-10-09T01:17:11.353Z Xiaomi locked 70,000 orders for its extended-range SUV and needs about 87,800 deliveries a month in Q4 https://theinference.org/article/amazon-google-meta-and-microsoft-sign-duke-energy-s-data-center-tariff-ratepayers-keep-the-exit-risk The Inference en 2026-10-09T01:16:11.372Z Amazon, Google, Meta and Microsoft sign Duke Energy's data-center tariff; ratepayers keep the exit risk https://theinference.org/article/anthropic-wants-2-trillion-of-public-money-and-none-of-its-votes The Inference en 2026-10-09T01:15:11.356Z Anthropic Wants $2 Trillion of Public Money and None of Its Votes https://theinference.org/article/sierra-built-the-agent-front-door-and-the-detector-shopify-s-30-8-billion-rally-needs-the-gates-open The Inference en 2026-10-09T01:14:11.295Z Sierra built the agent front door and the detector; Shopify's $30.8 billion rally needs the gates open https://theinference.org/article/snowflake-denies-asos-hackers-breach-claim-the-1-65-billion-january-guide-is-the-test The Inference en 2026-10-09T01:13:11.400Z Snowflake denies Asos hackers' breach claim; the $1.65 billion January guide is the test https://theinference.org/article/sap-closed-the-invoice-loop-with-circle-s-usdc-whether-settlement-becomes-a-toll-is-unanswered The Inference en 2026-10-09T01:12:11.335Z SAP closed the invoice loop with Circle's USDC; whether settlement becomes a toll is unanswered https://theinference.org/article/arista-s-ceo-sold-97-6m-of-stock-on-launch-day-at-the-all-time-high The Inference en 2026-10-09T01:09:11.359Z Arista's CEO sold $97.6M of stock on launch day, at the all-time high https://theinference.org/article/oracle-can-delay-rent-on-its-165-billion-stargate-campus-not-exit-it-nov-23-decides The Inference en 2026-10-09T01:07:11.487Z Oracle can delay rent on its $165 billion Stargate campus, not exit it. Nov 23 decides https://theinference.org/article/texas-froze-474-gw-of-ai-power-requests-the-batteries-on-its-garage-walls-never-joined-the-queue The Inference en 2026-10-09T01:05:11.310Z Texas froze 474 GW of AI power requests; the batteries on its garage walls never joined the queue https://theinference.org/article/musk-paid-60-billion-for-cursor-openai-just-hired-its-two-top-sellers The Inference en 2026-10-09T01:04:11.308Z Musk paid $60 billion for Cursor; OpenAI just hired its two top sellers https://theinference.org/article/exa-sold-247-5-million-in-equity-then-made-211-million-records-free The Inference en 2026-10-09T00:28:36.405Z Exa Sold $247.5 Million in Equity, Then Made 211 Million Records Free https://theinference.org/article/manhattan-associates-launches-cheaper-software-tiers-at-9-9-times-forward-sales-q3-lands-october-27 The Inference en 2026-10-09T00:28:35.896Z Manhattan Associates launches cheaper software tiers at 9.9 times forward sales; Q3 lands October 27 https://theinference.org/article/citi-cut-nxp-for-missing-the-ai-data-center-its-rebuttal-opened-10-days-earlier-fully-booked The Inference en 2026-10-09T00:28:34.640Z Citi cut NXP for missing the AI data center. Its rebuttal opened 10 days earlier, fully booked https://theinference.org/article/advantest-and-teradyne-test-the-world-s-ai-memory-three-rivals-just-tested-them The Inference en 2026-10-09T00:28:34.182Z Advantest and Teradyne Test the World's AI Memory. Three Rivals Just Tested Them. https://theinference.org/article/apple-now-owes-818-5-million-on-a-patent-that-expired-in-2022 The Inference en 2026-10-09T00:28:33.449Z Apple now owes $818.5 million on a patent that expired in 2022 https://theinference.org/article/robinhood-and-public-will-pay-3-to-strip-webull-s-account-book The Inference en 2026-10-09T00:28:32.696Z Robinhood and Public will pay 3% to strip Webull's account book https://theinference.org/article/solidigm-picks-goldman-and-morgan-stanley-and-the-150-billion-ipo-talk-settles-at-100-billion The Inference en 2026-10-09T00:28:32.150Z Solidigm picks Goldman and Morgan Stanley, and the $150 billion IPO talk settles at $100 billion https://theinference.org/article/broadcom-lends-anthropic-42-billion-then-raises-50-billion-for-openai-s-chips The Inference en 2026-10-09T00:28:31.037Z Broadcom lends Anthropic $42 billion, then raises $50 billion for OpenAI's chips https://theinference.org/article/workday-cuts-142-at-hq-while-selling-agents-that-automate-hiring The Inference en 2026-10-08T23:19:11.360Z Workday cuts 142 at HQ while selling agents that automate hiring https://theinference.org/article/virginia-puts-nextera-s-67-billion-dominion-takeover-on-trial The Inference en 2026-10-08T23:18:14.133Z Virginia puts NextEra's $67 billion Dominion takeover on trial https://theinference.org/article/cftc-registers-coinbase-clearing-completing-a-derivatives-stack-that-now-includes-the-2-9-billion-deribit The Inference en 2026-10-08T23:17:11.362Z CFTC registers Coinbase Clearing, completing a derivatives stack that now includes the $2.9 billion Deribit https://theinference.org/article/iowa-sues-adi-for-selling-hikvision-and-dahua-cameras-under-its-own-brand-alleging-hidden-backdoors The Inference en 2026-10-08T23:15:11.447Z Iowa sues ADI for selling Hikvision and Dahua cameras under its own brand, alleging hidden backdoors https://theinference.org/article/harvey-builds-its-own-agent-security-the-week-aws-gives-it-away-and-goodfire-cuts-monitoring-to-51 The Inference en 2026-10-08T23:12:11.386Z Harvey builds its own agent security the week AWS gives it away and Goodfire cuts monitoring to $51 https://theinference.org/article/circle-pays-400-million-for-the-boring-part-of-stablecoins The Inference en 2026-10-08T23:11:11.615Z Circle Pays $400 Million for the Boring Part of Stablecoins https://theinference.org/article/nvidia-s-12-9-billion-hugging-face-deal-is-filed-as-an-other-event-no-contract-attached The Inference en 2026-10-08T23:08:11.409Z Nvidia's $12.9 Billion Hugging Face Deal Is Filed as an 'Other Event', No Contract Attached https://theinference.org/article/openai-s-marketplace-turns-ai-commitments-into-currency-and-decagon-holds-one-of-32-slots The Inference en 2026-10-08T23:07:11.414Z OpenAI's marketplace turns AI commitments into currency, and Decagon holds one of 32 slots https://theinference.org/article/official-us-hiring-missed-at-29-000-in-september-adp-s-own-tape-shows-private-payrolls-accelerating The Inference en 2026-10-08T23:06:11.561Z Official US hiring missed at 29,000 in September; ADP's own tape shows private payrolls accelerating https://theinference.org/article/autodesk-adds-6-7-billion-with-no-bid-as-schneider-electric-pays-22-6-billion-for-ptc The Inference en 2026-10-08T23:05:11.343Z Autodesk adds $6.7 billion with no bid as Schneider Electric pays $22.6 billion for PTC https://theinference.org/article/entegris-insiders-and-growth-funds-sold-1-4-billion-while-stifel-made-the-ai-case The Inference en 2026-10-08T23:04:11.429Z Entegris insiders and growth funds sold $1.4 billion while Stifel made the AI case https://theinference.org/article/ramp-built-a-lovable-clone-with-four-people-investors-paid-13-3-billion-for-the-original The Inference en 2026-10-08T23:03:11.423Z Ramp built a Lovable clone with four people; investors paid $13.3 billion for the original https://theinference.org/article/doordash-sent-warning-letters-as-a-chatgpt-ordering-rival-undercuts-it-by-13-56-a-pizza The Inference en 2026-10-08T23:02:11.671Z DoorDash sent warning letters as a ChatGPT ordering rival undercuts it by $13.56 a pizza https://theinference.org/article/a-pension-fund-sues-duolingo-over-ai-course-content-as-the-founder-sells-42-million-of-stock The Inference en 2026-10-08T23:01:11.451Z A pension fund sues Duolingo over AI course content as the founder sells $42 million of stock https://theinference.org/article/amd-locks-substrates-into-a-five-year-plan-the-newest-unimicron-target-sits-under-the-price The Inference en 2026-10-08T22:58:10.688Z AMD locks substrates into a five-year plan; the newest Unimicron target sits under the price https://theinference.org/article/anthropic-cuts-prices-90-as-openai-s-token-share-nears-50-ahead-of-a-2-trillion-ipo-ask The Inference en 2026-10-08T22:56:10.643Z Anthropic cuts prices 90% as OpenAI's token share nears 50% ahead of a $2 trillion IPO ask https://theinference.org/article/akamai-s-11-6-billion-anthropic-deal-spends-now-and-pays-first-in-late-2027 The Inference en 2026-10-08T22:55:10.842Z Akamai's $11.6 billion Anthropic deal spends now and pays first in late 2027 https://theinference.org/article/sanan-freed-its-general-manager-the-founder-stays-detained-and-a-16-3-billion-yuan-stake-is-frozen The Inference en 2026-10-08T21:25:40.859Z Sanan freed its general manager; the founder stays detained and a 16.3 billion yuan stake is frozen https://theinference.org/article/silicon-labs-9-06-spread-to-texas-instruments-now-hinges-on-beijing The Inference en 2026-10-08T21:24:40.582Z Silicon Labs' $9.06 spread to Texas Instruments now hinges on Beijing https://theinference.org/article/two-downgrades-in-two-days-nova-s-record-ai-ramp-beats-on-revenue-loses-on-cash The Inference en 2026-10-08T21:23:40.583Z Two downgrades in two days: Nova's record AI ramp beats on revenue, loses on cash https://theinference.org/article/microchip-named-no-customer-for-its-new-ai-power-board-and-the-stock-trades-at-116-times-earnings The Inference en 2026-10-08T21:22:40.600Z Microchip named no customer for its new AI power board, and the stock trades at 116 times earnings https://theinference.org/article/lg-electronics-missed-its-q3-profit-estimate-by-19-9-on-currency-timing-at-lg-innotek The Inference en 2026-10-08T21:21:41.662Z LG Electronics missed its Q3 profit estimate by 19.9% on currency timing at LG Innotek https://theinference.org/article/sandisk-s-overnight-price-now-sets-on-binance-not-nasdaq-41-billion-of-futures-volume-in-30-days The Inference en 2026-10-08T21:18:40.681Z Sandisk's overnight price now sets on Binance, not Nasdaq: $41 billion of futures volume in 30 days https://theinference.org/article/smic-s-26-28-margin-guide-is-the-first-price-tag-on-huawei-s-chip-workaround-the-stock-fell-4-4 The Inference en 2026-10-08T21:15:40.684Z SMIC's 26-28% margin guide is the first price tag on Huawei's chip workaround; the stock fell 4.4% 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