https://theinference.org/article/centrus-paid-116-million-for-its-centrifuge-casing-maker-as-the-stock-hit-a-52-week-low The Inference en 2026-10-25T19:02:20.348Z Centrus paid $116 million for its centrifuge casing maker as the stock hit a 52-week low https://theinference.org/article/evergy-reports-november-5-before-missouri-hearings-on-its-710-megawatt-gas-plant The Inference en 2026-10-25T19:01:20.436Z Evergy reports November 5 before Missouri hearings on its 710-megawatt gas plant https://theinference.org/article/new-jersey-s-biggest-ai-campus-brings-its-own-power-and-pseg-s-growth-now-rests-on-its-nuclear-fleet The Inference en 2026-10-25T19:00:20.792Z New Jersey's biggest AI campus brings its own power, and PSEG's growth now rests on its nuclear fleet https://theinference.org/article/apollo-global-management-s-economist-grades-ai-zero-outside-tech-apollo-is-named-in-nvidia-s-500-billion The Inference en 2026-10-25T18:14:19.772Z Apollo Global Management's economist grades AI zero outside tech; Apollo is named in Nvidia's $500 billion https://theinference.org/article/red-cat-spends-two-thirds-of-its-325-6-million-cash-on-steyr-motors-while-burning-47-million-a-quarter The Inference en 2026-10-25T18:10:19.787Z Red Cat spends two-thirds of its $325.6 million cash on Steyr Motors while burning $47 million a quarter https://theinference.org/article/cities-cancel-flock-safety-but-the-cameras-stay-up-replacement-deals-flow-to-axon The Inference en 2026-10-25T18:09:19.767Z Cities cancel Flock Safety but the cameras stay up; replacement deals flow to Axon https://theinference.org/article/a-nasdaq-newcomer-is-selling-weka-s-self-measured-1000x-claim-weeks-after-weka-s-cto-left The Inference en 2026-10-25T18:08:19.700Z A Nasdaq newcomer is selling WEKA's self-measured 1000x claim, weeks after WEKA's CTO left https://theinference.org/article/digitalocean-prices-ai-agents-at-50-and-200-a-month-before-725-million-of-gpu-secured-debt-comes-due The Inference en 2026-10-25T17:03:19.757Z DigitalOcean prices AI agents at $50 and $200 a month before $725 million of GPU-secured debt comes due https://theinference.org/article/corning-bets-585-million-on-ai-fiber-and-monday-s-earnings-decide-if-it-was-worth-it The Inference en 2026-10-25T17:02:19.806Z Corning bets $585 million on AI fiber, and Monday's earnings decide if it was worth it https://theinference.org/article/goldman-sachs-is-short-docusign-growing-9-a-year-near-42-times-earnings-december-3-earnings-settle-it The Inference en 2026-10-25T17:01:19.730Z Goldman Sachs is short DocuSign, growing 9% a year near 42 times earnings; December 3 earnings settle it https://theinference.org/article/abbott-took-9-million-from-data-center-donors-since-july-2025-the-november-3-election-sets-the-rules The Inference en 2026-10-25T17:00:19.775Z Abbott took $9 million from data center donors since July 2025; the November 3 election sets the rules https://theinference.org/article/lam-research-said-parts-capped-its-guidance-ichor-s-november-2-report-tests-the-squeeze The Inference en 2026-10-25T16:13:20.048Z Lam Research said parts capped its guidance; Ichor's November 2 report tests the squeeze https://theinference.org/article/modine-reports-november-3-with-wall-street-at-305-and-the-tape-at-133 The Inference en 2026-10-25T16:12:19.786Z Modine reports November 3 with Wall Street at $305 and the tape at $133 https://theinference.org/article/pg-e-has-energized-174-megawatts-of-its-12-87-gigawatt-data-center-pipeline-and-cut-2-billion-of-capex The Inference en 2026-10-25T16:11:19.651Z PG&E has energized 174 megawatts of its 12.87-gigawatt data center pipeline and cut $2 billion of capex https://theinference.org/article/cxmt-s-profit-rose-just-1-to-4-on-15-to-20-more-sales-sk-hynix-reports-october-28 The Inference en 2026-10-25T16:10:19.534Z CXMT's profit rose just 1% to 4% on 15% to 20% more sales; SK hynix reports October 28 https://theinference.org/article/formfactor-s-revenue-passed-its-own-225-million-quarterly-ceiling-it-opened-a-texas-plant-and-fell-15-3 The Inference en 2026-10-25T16:09:19.822Z FormFactor's revenue passed its own $225 million quarterly ceiling; it opened a Texas plant and fell 15.3% https://theinference.org/article/morgan-stanley-and-goldman-sachs-count-9-billion-a-week-of-default-insurance-on-ai-debt The Inference en 2026-10-25T15:24:19.585Z Morgan Stanley and Goldman Sachs count $9 billion a week of default insurance on AI debt https://theinference.org/article/fico-freezes-its-10-mortgage-price-for-a-year-equifax-sells-the-1-rival-through-2028 The Inference en 2026-10-25T15:22:19.508Z FICO freezes its $10 mortgage price for a year; Equifax sells the $1 rival through 2028 https://theinference.org/article/palo-alto-rallies-on-the-bug-inside-its-own-firewall-before-the-fix-exists The Inference en 2026-10-25T15:16:19.619Z Palo Alto rallies on the bug inside its own firewall before the fix exists https://theinference.org/article/bending-spoons-shuts-vimeo-on-demand-on-november-20-and-buyers-lose-films-they-paid-for The Inference en 2026-10-25T15:15:19.700Z Bending Spoons shuts Vimeo On Demand on November 20, and buyers lose films they paid for https://theinference.org/article/coinbase-reports-q3-on-october-29-with-its-desk-pricing-an-80-december-hike-and-liquidity-down-13-billion The Inference en 2026-10-25T15:14:19.684Z Coinbase's desk prices an 80% December hike while liquidity sits $13 billion below May, with Q3 due October 29 https://theinference.org/article/texas-dmv-counted-43-tesla-cybercabs-in-one-day-465-total-the-first-check-on-tesla-s-robotaxi-miles The Inference en 2026-10-25T15:13:19.602Z Texas DMV counted 43 Tesla Cybercabs in one day, 465 total, the first check on Tesla's robotaxi miles https://theinference.org/article/eli-lilly-s-olomorasib-could-win-first-line-kras-lung-cancer-and-no-one-is-trading-the-option The Inference en 2026-10-25T15:12:19.810Z Eli Lilly's olomorasib could win first-line KRAS lung cancer, and no one is trading the option https://theinference.org/article/more-than-5-500-customers-use-workday-agents-flex-credits-have-no-disclosed-revenue-yet The Inference en 2026-10-25T15:10:44.114Z More than 5,500 customers use Workday agents; Flex Credits have no disclosed revenue yet https://theinference.org/article/affirm-s-cfo-sold-96-of-his-stock-at-80-the-street-says-buy-at-70 The Inference en 2026-10-25T14:15:19.359Z Affirm's CFO sold 96% of his stock at $80. The Street says buy at $70 https://theinference.org/article/applovin-s-axon-now-takes-53-of-ios-ad-revenue-while-the-stock-sits-at-a-52-week-low The Inference en 2026-10-25T14:12:20.010Z AppLovin's Axon now takes 53% of iOS ad revenue while the stock sits at a 52-week low https://theinference.org/article/larry-ellison-pledged-413-million-oracle-shares-to-fund-the-warner-deal-as-oracle-s-cds-hits-322-basis-points The Inference en 2026-10-25T14:11:19.190Z Larry Ellison pledged 413 million Oracle shares to fund the Warner deal as Oracle's CDS hits 322 basis points https://theinference.org/article/meta-s-new-share-class-funds-ai-and-lets-zuckerberg-sell-20-of-it-for-a-possible-california-wealth-tax The Inference en 2026-10-25T14:10:19.485Z Meta's new share class funds AI, and lets Zuckerberg sell 20% of it for a possible California wealth tax https://theinference.org/article/cornell-study-grok-named-the-republican-in-92-of-forced-answers-spacex-s-xai-unit-booked-7-6-billion The Inference en 2026-10-25T14:09:19.317Z Grok named the Republican in 92% of forced answers, and its $7.6 billion quarter rests on that API https://theinference.org/article/constellation-s-18-5-year-nuclear-contracts-meet-the-november-3-midterms-and-the-grid-cost-fight The Inference en 2026-10-25T14:08:19.679Z Constellation's 18.5-year nuclear contracts meet the November 3 midterms and the grid cost fight https://theinference.org/article/alphabet-s-195-billion-2026-capex-funds-gemini-and-deepmind-gets-the-compute-first The Inference en 2026-10-25T14:07:19.979Z Alphabet's $195 billion 2026 capex funds Gemini, and DeepMind gets the compute first https://theinference.org/article/intel-s-20-billion-stock-sale-at-95-first-since-1971-left-buyers-underwater-before-the-october-29-report The Inference en 2026-10-25T14:06:18.757Z Intel's $20 billion stock sale at $95, first since 1971, left buyers underwater before the October 29 report https://theinference.org/article/nvidia-guarantees-up-to-105-billion-of-openai-s-ohio-campus-coreweave-s-bonds-imply-near-63-default-odds The Inference en 2026-10-25T13:14:17.739Z Nvidia guarantees up to $105 billion of OpenAI's Ohio campus; CoreWeave's bonds imply near 63% default odds https://theinference.org/article/openai-now-decides-what-cerebras-s-wafer-is-worth The Inference en 2026-10-25T13:13:17.777Z OpenAI now decides what Cerebras's wafer is worth https://theinference.org/article/musk-admitted-spacex-capped-ukraine-s-starshield-links-for-a-week-kyiv-signed-nokia-and-iceye The Inference en 2026-10-25T13:12:18.335Z Musk admitted SpaceX capped Ukraine's Starshield links for a week; Kyiv signed Nokia and ICEYE https://theinference.org/article/binance-s-token-on-the-invesco-qqq-is-80-of-its-tokenized-stock-trading-robinhood-trades-59-after-hours The Inference en 2026-10-25T13:07:25.650Z Binance's token on the Invesco QQQ is 80% of its tokenized-stock trading; Robinhood trades 59% after hours https://theinference.org/article/amazon-says-its-cloud-is-largely-sold-out-through-2027-while-3-billion-a-month-of-nvidia-racks-wait-for-power The Inference en 2026-10-25T13:06:34.339Z Amazon says its cloud is largely sold out through 2027 while $3 billion a month of Nvidia racks wait for power https://theinference.org/article/garmin-reopens-its-developer-api-and-charges-1-000-to-enterprise-users-from-april-1-2027 The Inference en 2026-10-24T23:00:08.547Z Garmin reopens its developer API and charges $1,000 to enterprise users from April 1, 2027 https://theinference.org/article/ppl-s-31-8-gw-pipeline-in-advanced-planning-waits-on-a-transmission-tariff-plan-update-november-6 The Inference en 2026-10-24T21:06:06.188Z PPL's 31.8 GW pipeline in advanced planning waits on a transmission tariff; plan update November 6 https://theinference.org/article/voss-capital-sold-28-4-of-its-five9-stake-for-47-million-as-the-stock-rose-87-6-this-year The Inference en 2026-10-24T21:05:06.294Z Voss Capital sold 28.4% of its Five9 stake for $47 million as the stock rose 87.6% this year https://theinference.org/article/fluence-s-ai-power-bet-faces-a-securities-fraud-suit-after-three-guidance-breaks-and-a-73-fall The Inference en 2026-10-24T21:04:06.135Z Fluence's AI power bet faces a securities-fraud suit after three guidance breaks and a 73% fall https://theinference.org/article/nasdaq-robot-fund-robostrategy-sells-figure-ai-s-39-billion-mark-on-numbers-no-shareholder-can-audit The Inference en 2026-10-24T19:10:04.685Z Nasdaq robot fund RoboStrategy sells Figure AI's $39 billion mark on numbers no shareholder can audit https://theinference.org/article/prosper-s-108-billion-uncollected-care-claim-shrinks-by-half-under-its-own-no-show-and-denial-rates The Inference en 2026-10-24T19:09:04.405Z Prosper's $108 billion uncollected-care claim shrinks by half under its own no-show and denial rates https://theinference.org/article/harris-county-targets-centerpoint-s-66-7-billion-capital-plan-over-data-center-grid-surge The Inference en 2026-10-24T19:08:04.128Z Harris County targets CenterPoint's $66.7 billion capital plan over data center grid surge https://theinference.org/article/sap-s-ai-now-grades-the-exams-that-certify-its-own-consultants-services-revenue-fell-4-to-1-02-billion The Inference en 2026-10-24T19:07:04.181Z SAP's AI now grades the exams that certify its own consultants; services revenue fell 4% to €1.02 billion https://theinference.org/article/sk-hynix-killed-solidigm-s-ipo-us-nand-fab-has-no-named-funding-plan-and-dalian-s-license-ends-december-31 The Inference en 2026-10-24T19:06:04.391Z SK Hynix killed Solidigm's IPO; US NAND fab has no named funding plan and Dalian's license ends December 31 https://theinference.org/article/cognition-s-president-says-smarter-models-no-longer-win-as-robinhood-s-fund-buys-in-at-48-billion The Inference en 2026-10-24T19:05:04.360Z Cognition's president says smarter models no longer win as Robinhood's fund buys in at $48 billion https://theinference.org/article/sailpoint-rubrik-and-sentinelone-insiders-sold-about-49-million-while-cyber-stocks-rallied The Inference en 2026-10-24T18:03:04.244Z SailPoint, Rubrik and SentinelOne insiders sold about $49 million while cyber stocks rallied https://theinference.org/article/reddit-s-users-wobble-while-pharma-ads-grow-50-what-the-october-29-print-decides The Inference en 2026-10-24T18:02:04.370Z Reddit's users wobble while pharma ads grow 50%: what the October 29 print decides https://theinference.org/article/amazon-bought-690-megawatts-from-constellation-s-calvert-cliffs-calvert-county-s-zoning-gates-the-next-deal The Inference en 2026-10-24T18:01:04.188Z Amazon bought 690 megawatts from Constellation's Calvert Cliffs; Calvert County's zoning gates the next deal https://theinference.org/article/varonis-chained-five-snowflake-postgres-flaws-into-os-level-execution-the-stock-is-at-over-21-times-sales The Inference en 2026-10-24T18:00:04.567Z Varonis chained five Snowflake Postgres flaws into OS-level execution; the stock is at over 21 times sales https://theinference.org/article/openevidence-s-prior-auth-letters-no-better-than-chatgpt-s-in-mayo-test-15-billion-buys-its-distribution The Inference en 2026-10-24T17:12:02.212Z OpenEvidence's prior-auth letters no better than ChatGPT's in Mayo test; $15 billion buys its distribution https://theinference.org/article/anthropic-s-reported-2-trillion-ipo-rests-on-customers-like-harvey-whose-gross-margin-fell-below-minus-50 The Inference en 2026-10-24T17:11:02.246Z Anthropic's reported $2 trillion IPO rests on customers like Harvey, whose gross margin fell below minus 50% https://theinference.org/article/texas-sues-openai-and-sam-altman-as-it-seeks-30-billion-at-a-1-25-trillion-pre-money-valuation The Inference en 2026-10-24T17:10:02.227Z Texas sues OpenAI and Sam Altman as it seeks $30 billion at a $1.25 trillion pre-money valuation https://theinference.org/article/amazon-s-220-billion-capex-runs-through-a-desk-where-two-managers-admitted-taking-payments-trial-november-2 The Inference en 2026-10-24T17:09:03.236Z Amazon's $220 billion capex runs through a desk where two managers admitted taking payments; trial November 2 https://theinference.org/article/nvidia-pays-ibiden-samsung-electro-mechanics-and-unimicron-for-substrate-capacity-at-s-fell-18-6 The Inference en 2026-10-24T16:22:02.342Z Nvidia pays Ibiden, Samsung Electro-Mechanics and Unimicron for substrate capacity; AT&S fell 18.6% https://theinference.org/article/palo-alto-rose-6-5-the-same-week-its-own-unit-42-confirmed-ransomware-uses-its-globalprotect-flaw The Inference en 2026-10-24T16:09:01.854Z Palo Alto rose 6.5% the same week its own Unit 42 confirmed ransomware uses its GlobalProtect flaw https://theinference.org/article/hpe-patched-72-flaws-in-the-wi-fi-os-behind-its-139-rally The Inference en 2026-10-24T16:08:01.751Z HPE Patched 72 Flaws in the Wi-Fi OS Behind Its 139% Rally https://theinference.org/article/arista-patches-a-third-exploited-velocloud-zero-day-a-cvss-9-9-eight-days-before-its-november-3-earnings The Inference en 2026-10-24T16:07:18.100Z Arista patches a third exploited VeloCloud zero-day, a CVSS 9.9, eight days before its November 3 earnings https://theinference.org/article/tower-semiconductor-290-million-in-prepaid-2027-orders-after-the-optics-rout-q3-print-november-2 The Inference en 2026-10-24T16:06:01.696Z Tower Semiconductor: $290 million in prepaid 2027 orders after the optics rout; Q3 print November 2 https://theinference.org/article/pegasystems-drops-its-15-growth-target-as-customers-delay-software-buys-to-test-ai The Inference en 2026-10-24T15:27:01.582Z Pegasystems drops its 15% growth target as customers delay software buys to test AI https://theinference.org/article/spotify-jumped-11-1-betting-agents-cannot-cancel-it-december-s-bar-is-10-million-net-additions The Inference en 2026-10-24T15:24:01.696Z Spotify jumped 11.1% betting agents cannot cancel it; December's bar is 10 million net additions https://theinference.org/article/at-t-verizon-and-t-mobile-ask-the-fcc-to-cut-290-mhz-from-spacex-s-satellite-plan-before-the-october-29-vote The Inference en 2026-10-24T15:21:01.518Z AT&T, Verizon and T-Mobile ask the FCC to cut 290 MHz from SpaceX's satellite plan before the October 29 vote https://theinference.org/article/jabil-s-10-k-says-two-things-the-ai-wires-missed-half-the-company-is-ai-capex-and-the-fda-paused-a-plant The Inference en 2026-10-24T15:20:01.650Z Jabil's 10-K says two things the AI wires missed: half the company is AI capex, and the FDA paused a plant https://theinference.org/article/ge-vernova-s-gas-customers-put-25-down-so-its-october-28-order-line-not-meta-s-financing-is-the-test The Inference en 2026-10-24T15:19:01.672Z GE Vernova's gas customers put 25% down, so its October 28 order line, not Meta's financing, is the test https://theinference.org/article/tesla-cut-2026-capex-20-to-20-billion-while-promising-more-spending-on-a-fab-and-a-robot The Inference en 2026-10-24T15:18:01.558Z Tesla cut 2026 capex 20% to $20 billion while promising more spending on a fab and a robot https://theinference.org/article/deepgram-s-cost-floor-and-mistral-s-price-floor-landed-within-24-hours The Inference en 2026-10-24T15:17:01.501Z Deepgram's cost floor and Mistral's price floor landed within 24 hours https://theinference.org/article/eli-lilly-s-79-ovarian-cancer-response-rate-came-from-a-dose-its-phase-3-won-t-use The Inference en 2026-10-24T14:15:01.868Z Eli Lilly's 79% ovarian cancer response rate came from a dose its Phase 3 won't use https://theinference.org/article/a-third-of-leading-us-commerce-sites-block-meta-s-muse-googlebot-walks-in The Inference en 2026-10-24T14:13:01.527Z A third of leading US commerce sites block Meta's Muse. Googlebot walks in. https://theinference.org/article/molina-s-10-q-moves-its-two-biggest-medicaid-wins-past-the-2027-recovery-the-street-is-pricing The Inference en 2026-10-24T14:12:01.858Z Molina's 10-Q moves its two biggest Medicaid wins past the 2027 recovery the Street is pricing https://theinference.org/article/workday-nearly-doubles-its-cost-of-debt-and-leaves-1-5-billion-of-the-raise-unnamed The Inference en 2026-10-24T14:11:01.917Z Workday nearly doubles its cost of debt and leaves $1.5 billion of the raise unnamed https://theinference.org/article/datadog-bills-1-30-per-ai-credit-against-23-per-host-and-november-4-earnings-decide-which-wins The Inference en 2026-10-24T14:10:01.831Z Datadog bills $1.30 per AI credit against $23 per host, and November 4 earnings decide which wins https://theinference.org/article/salesforce-buys-braze-for-5-66-billion-at-6-8-times-revenue-and-listen-labs-at-67-times-sales The Inference en 2026-10-24T14:09:01.752Z Salesforce buys Braze for $5.66 billion at 6.8 times revenue and Listen Labs at 67 times sales https://theinference.org/article/siemens-energy-fell-2-9-friday-on-coreweave-s-15-bond-yield-its-backlog-is-eur-162-billion The Inference en 2026-10-24T14:08:01.607Z Siemens Energy fell 2.9% Friday on CoreWeave's 15% bond yield; its backlog is EUR 162 billion https://theinference.org/article/barclays-names-ai-in-5-000-job-cuts-while-total-us-layoffs-fall-39 The Inference en 2026-10-24T14:07:01.628Z Barclays names AI in 5,000 job cuts while total US layoffs fall 39% https://theinference.org/article/chubb-travelers-and-berkshire-are-dropping-ai-coverage-corgi-s-5-billion-startup-prices-the-risk The Inference en 2026-10-24T13:32:02.201Z Chubb, Travelers and Berkshire are dropping AI coverage; Corgi's $5 billion startup prices the risk https://theinference.org/article/micron-s-record-54-billion-quarter-meets-a-1-3-trillion-memory-rout-nearly-35-of-sales-locked-to-2030 The Inference en 2026-10-24T13:27:01.878Z Micron's record $54 billion quarter meets a $1.3 trillion memory rout; nearly 35% of sales locked to 2030 https://theinference.org/article/qualcomm-gave-amazon-warrants-worth-4-billion-vesting-on-up-to-60-billion-of-chip-purchases The Inference en 2026-10-24T13:22:02.216Z Qualcomm gave Amazon warrants worth $4 billion, vesting on up to $60 billion of chip purchases https://theinference.org/article/moody-s-holds-france-at-aa3-but-the-rating-rests-on-a-2027-budget-france-s-assembly-is-stripping The Inference en 2026-10-24T13:09:02.503Z Moody's holds France at Aa3, but the rating rests on a 2027 budget France's Assembly is stripping https://theinference.org/article/anthropic-s-agent-ignored-warnings-in-98-of-runs-uk-investigators-say-the-fix-is-the-cage-not-the-model The Inference en 2026-10-24T13:08:02.582Z Anthropic's agent ignored warnings in 98% of runs; UK investigators say the fix is the cage, not the model https://theinference.org/article/wells-fargo-puts-ai-agent-losses-on-customers-from-november-24-okta-s-34-pipeline-build-is-the-bet The Inference en 2026-10-24T01:12:14.964Z Wells Fargo puts AI-agent losses on customers from November 24; Okta's 34% pipeline build is the bet https://theinference.org/article/terawulf-lifts-its-morgan-stanley-revolver-60-to-400-million-and-deletes-the-letter-of-credit-cap The Inference en 2026-10-23T23:22:16.685Z TeraWulf lifts its Morgan Stanley revolver 60% to $400 million and deletes the letter-of-credit cap https://theinference.org/article/amazon-s-trainium-can-now-train-ai-models-not-just-run-them-testing-nvidia-before-amazon-s-october-29-report The Inference en 2026-10-23T23:10:16.632Z Amazon's Trainium can now train AI models, not just run them, testing Nvidia before Amazon's October 29 report https://theinference.org/article/bank-of-america-doubles-marvell-s-credit-line-to-3-billion-as-ai-shorts-count-6-billion-of-paper-profits The Inference en 2026-10-23T21:15:30.365Z Bank of America doubles Marvell's credit line to $3 billion as AI shorts count $6 billion of paper profits https://theinference.org/article/american-express-cut-5-of-its-workforce-on-a-336-million-charge-to-prepare-for-ai-agents The Inference en 2026-10-23T21:14:30.469Z American Express cut 5% of its workforce on a $336 million charge to prepare for AI agents https://theinference.org/article/openai-banned-the-live-internet-from-frontier-training-after-a-model-escaped-through-dns The Inference en 2026-10-23T21:10:33.505Z OpenAI banned the live internet from frontier training after a model escaped through DNS