https://theinference.org/article/amd-s-inference-software-caught-up-with-nvidia-s-and-its-stock-still-fell-5-57 The Inference en 2026-10-15T17:26:38.712Z AMD's inference software caught up with Nvidia's, and its stock still fell 5.57% https://theinference.org/article/seven-senate-finance-democrats-give-meta-until-october-31-to-defend-6-6-billion-of-ai-tax-credits The Inference en 2026-10-15T17:25:38.927Z Seven Senate Finance Democrats give Meta until October 31 to defend $6.6 billion of AI tax credits https://theinference.org/article/meta-s-muse-models-top-the-new-scale-ai-benchmark-the-referee-is-49-meta-owned The Inference en 2026-10-15T17:24:38.830Z Meta's Muse models top the new Scale AI benchmark; the referee is 49% Meta-owned https://theinference.org/article/chip-distributor-avnet-is-the-quiet-winner-of-ai-s-memory-squeeze-factories-get-the-bill The Inference en 2026-10-15T17:22:38.708Z Chip distributor Avnet is the quiet winner of AI's memory squeeze; factories get the bill https://theinference.org/article/mobileye-s-directors-bought-near-8-the-banks-now-say-7-50-or-less The Inference en 2026-10-15T17:19:39.066Z Mobileye's directors bought near $8; the banks now say $7.50 or less https://theinference.org/article/mongodb-s-25-million-retention-deal-tells-you-the-board-expects-trouble-until-april-2028 The Inference en 2026-10-15T17:16:38.864Z MongoDB's $25 million retention deal tells you the board expects trouble until April 2028 https://theinference.org/article/barclays-cut-netapp-two-days-after-revenue-jumped-30-calling-the-boom-memory-prices-not-ai The Inference en 2026-10-15T16:16:53.002Z Barclays cut NetApp two days after revenue jumped 30%, calling the boom memory prices, not AI https://theinference.org/article/snowflake-s-coco-agent-passed-9-100-accounts-and-its-cfo-says-counting-it-in-guidance-would-be-reckless The Inference en 2026-10-15T16:15:52.943Z Snowflake's CoCo agent passed 9,100 accounts and its CFO says counting it in guidance would be reckless https://theinference.org/article/morgan-stanley-says-sell-hanmi-semiconductor-at-82-times-earnings-even-as-its-chairman-keeps-buying The Inference en 2026-10-15T16:14:52.937Z Morgan Stanley says sell Hanmi Semiconductor at 82 times earnings even as its chairman keeps buying https://theinference.org/article/comfort-systems-reports-october-22-with-a-record-14-06-billion-backlog-and-doubts-about-2027-growth The Inference en 2026-10-15T16:13:52.971Z Comfort Systems reports October 22 with a record $14.06 billion backlog and doubts about 2027 growth https://theinference.org/article/workday-founder-s-trust-sold-37-million-of-stock-the-week-it-touted-600-million-of-ai-revenue The Inference en 2026-10-15T16:11:53.000Z Workday founder's trust sold $37 million of stock the week it touted $600 million of AI revenue https://theinference.org/article/uber-s-q3-report-must-reconcile-22-bookings-growth-with-12-revenue-growth The Inference en 2026-10-15T16:07:53.011Z Uber's Q3 report must reconcile 22% bookings growth with 12% revenue growth https://theinference.org/article/airbnb-s-35-5-margin-guide-runs-on-qwen-and-intel-s-ceo-just-priced-that-trade The Inference en 2026-10-15T16:06:52.972Z Airbnb's 35.5% margin guide runs on Qwen, and Intel's CEO just priced that trade https://theinference.org/article/amd-pays-8-2-billion-for-fei-fei-li-s-world-labs-as-robot-training-data-orders-jump-as-much-as-a-hundredfold The Inference en 2026-10-15T16:02:52.917Z AMD pays $8.2 billion for Fei-Fei Li's World Labs as robot training data orders jump as much as a hundredfold https://theinference.org/article/adp-is-up-8-days-straight-even-as-its-weekly-hiring-gauge-turned-down-for-the-first-time-in-six-weeks The Inference en 2026-10-15T15:38:52.775Z ADP is up 8 days straight even as its weekly hiring gauge turned down for the first time in six weeks https://theinference.org/article/coinbase-and-deribit-launch-50x-perpetual-futures-on-coreweave-as-its-bonds-trade-below-80-cents The Inference en 2026-10-15T15:33:58.353Z Coinbase and Deribit launch 50x perpetual futures on CoreWeave as its bonds trade below 80 cents https://theinference.org/article/circle-s-usdc-becomes-the-eu-s-first-significant-stablecoin-eba-oversight-starts-november-12 The Inference en 2026-10-15T15:31:52.522Z Circle's USDC becomes the EU's first 'significant' stablecoin; EBA oversight starts November 12 https://theinference.org/article/china-clears-skyworks-22-billion-qorvo-purchase-ten-days-after-the-deal-closed The Inference en 2026-10-15T15:29:52.548Z China clears Skyworks' $22 billion Qorvo purchase ten days after the deal closed https://theinference.org/article/sk-hynix-hands-onto-innovation-its-sole-technology-award-as-rbc-sizes-30-billion-of-equipment-spending The Inference en 2026-10-15T15:26:52.832Z SK hynix hands Onto Innovation its sole technology award as RBC sizes $30 billion of equipment spending https://theinference.org/article/dxc-and-quantiphi-signed-langchain-in-48-hours-hcltech-chose-anthropic-instead The Inference en 2026-10-15T15:23:52.820Z DXC and Quantiphi signed LangChain in 48 hours; HCLTech chose Anthropic instead https://theinference.org/article/sandisk-and-kioxia-bet-31-billion-on-ai-storage-demand-and-sandisk-owes-half-the-fixed-costs The Inference en 2026-10-15T15:22:53.155Z Sandisk and Kioxia bet $31 billion on AI storage demand, and Sandisk owes half the fixed costs https://theinference.org/article/cognition-hires-snowflake-s-chris-degnan-as-revenue-chief-with-devin-s-run-rate-at-1-billion The Inference en 2026-10-15T15:14:52.600Z Cognition hires Snowflake's Chris Degnan as revenue chief with Devin's run rate at $1 billion https://theinference.org/article/clay-s-7-1-billion-valuation-is-priced-on-agents-its-customers-cannot-run-yet The Inference en 2026-10-15T14:29:52.272Z Clay's $7.1 billion valuation is priced on agents its customers cannot run yet https://theinference.org/article/anthropic-s-16-8-billion-quarter-is-the-number-holding-up-a-2-trillion-ipo The Inference en 2026-10-15T14:25:52.229Z Anthropic's $16.8 billion quarter is the number holding up a $2 trillion IPO https://theinference.org/article/anduril-s-94-80-employee-sale-prices-it-near-90-billion-a-mark-new-money-has-yet-to-test The Inference en 2026-10-15T14:20:52.222Z Anduril's $94.80 employee sale prices it near $90 billion, a mark new money has yet to test https://theinference.org/article/pentagon-puts-44-million-on-contract-with-nlight-under-a-627-million-laser-ceiling The Inference en 2026-10-15T14:17:52.310Z Pentagon puts $44 million on contract with nLIGHT under a $627 million laser ceiling https://theinference.org/article/mercor-cut-at-least-50-staff-by-two-sentence-email-and-its-ceo-says-that-was-not-a-layoff The Inference en 2026-10-15T14:16:52.271Z Mercor cut at least 50 staff by two-sentence email, and its CEO says that was not a layoff https://theinference.org/article/cursor-stopped-bundling-claude-just-as-anthropic-courts-a-2-trillion-listing The Inference en 2026-10-15T14:13:52.349Z Cursor stopped bundling Claude just as Anthropic courts a $2 trillion listing https://theinference.org/article/apple-s-foldable-opens-for-preorder-october-16-and-in-china-its-ai-is-alibaba-s The Inference en 2026-10-15T14:12:52.226Z Apple's foldable opens for preorder October 16, and in China its AI is Alibaba's https://theinference.org/article/cxmt-targets-4f2-dram-years-ahead-of-samsung-and-naura-collects-the-tool-bill The Inference en 2026-10-15T14:10:52.300Z CXMT targets 4F² DRAM years ahead of Samsung, and NAURA collects the tool bill https://theinference.org/article/ubs-cuts-besi-to-159-after-it-raised-its-2-2-billion-target-the-order-book-decides-october-22 The Inference en 2026-10-15T13:25:52.224Z UBS cuts Besi to €159 after it raised its €2.2 billion target; the order book decides October 22 https://theinference.org/article/alchip-34-off-its-high-reports-october-30-with-its-9-3-billion-aws-forecast-living-only-in-trader-posts The Inference en 2026-10-15T13:24:52.135Z Alchip, 34% off its high, reports October 30 with its $9.3 billion AWS forecast living only in trader posts https://theinference.org/article/checkr-flags-half-of-ai-engineer-resumes-for-fraud-you-can-t-buy-the-stock The Inference en 2026-10-15T13:22:52.361Z Checkr flags half of AI-engineer resumes for fraud. You can't buy the stock. https://theinference.org/article/washington-bans-huawei-s-chips-the-same-day-huawei-reveals-100-million-kirins-shipped The Inference en 2026-10-15T13:17:52.362Z Washington Bans Huawei's Chips the Same Day Huawei Reveals 100 Million Kirins Shipped https://theinference.org/article/nvidia-s-3-5-billion-sits-behind-china-s-compute-wall The Inference en 2026-10-15T13:13:52.384Z Nvidia's $3.5 billion sits behind China's compute wall https://theinference.org/article/tsmc-s-record-quarter-says-the-ai-bottleneck-is-now-the-bond-market The Inference en 2026-10-15T13:12:52.802Z TSMC's record quarter says the AI bottleneck is now the bond market https://theinference.org/article/nashville-renews-motorola-911-dispatch-contract-26-7-as-surveillance-scrutiny-spreads The Inference en 2026-10-15T13:11:52.577Z Nashville renews Motorola 911 dispatch contract 26-7 as surveillance scrutiny spreads https://theinference.org/article/nvidia-prepays-1-4-billion-for-a-chip-testing-plant-that-doesn-t-exist-yet The Inference en 2026-10-15T13:10:52.238Z Nvidia prepays $1.4 billion for a chip-testing plant that doesn't exist yet https://theinference.org/article/dell-lost-roughly-40-billion-as-cios-pull-2027-orders-into-2026-and-expect-budgets-to-flatten-by-2028 The Inference en 2026-10-15T01:22:42.417Z Dell lost roughly $40 billion as CIOs pull 2027 orders into 2026 and expect budgets to flatten by 2028 https://theinference.org/article/block-s-square-prices-its-ai-kiosk-at-1-999-plus-99-a-month-as-toast-falls-3-37 The Inference en 2026-10-15T01:16:42.404Z Block's Square prices its AI kiosk at $1,999 plus $99 a month as Toast falls 3.37% https://theinference.org/article/silver-lake-sold-70-8-million-of-dell-without-a-trading-plan-five-days-before-barclays-cut-the-stock The Inference en 2026-10-14T23:10:41.912Z Silver Lake sold $70.8 million of Dell without a trading plan, five days before Barclays cut the stock https://theinference.org/article/nordic-semiconductor-targets-silicon-labs-tier-as-texas-instruments-7-5-billion-takeover-waits-on-beijing The Inference en 2026-10-14T23:04:41.924Z Nordic Semiconductor targets Silicon Labs' tier as Texas Instruments' $7.5 billion takeover waits on Beijing https://theinference.org/article/mixerbox-s-zenclaw-charges-up-to-1-200-a-month-to-run-a-stack-nvidia-gives-away The Inference en 2026-10-14T23:03:42.297Z MixerBox's ZenClaw charges up to $1,200 a month to run a stack NVIDIA gives away https://theinference.org/article/zeta-global-hit-a-52-week-high-of-34-83-after-two-acquisitions-with-no-disclosed-price The Inference en 2026-10-14T23:02:41.925Z Zeta Global hit a 52-week high of $34.83 after two acquisitions with no disclosed price https://theinference.org/article/asml-missed-by-50-million-raised-its-floor-and-chip-tools-sold-off-anyway The Inference en 2026-10-14T22:59:41.097Z ASML missed by $50 million, raised its floor, and chip tools sold off anyway https://theinference.org/article/cognex-agreed-to-pay-about-600-million-for-realsense-as-overview-ai-s-camera-sets-up-its-own-inspections The Inference en 2026-10-14T21:10:10.032Z Cognex agreed to pay about $600 million for RealSense as Overview AI's camera sets up its own inspections https://theinference.org/article/nanonets-own-benchmark-says-the-best-ai-agent-finishes-just-38-of-multi-step-enterprise-tasks The Inference en 2026-10-14T21:08:10.037Z Nanonets' own benchmark says the best AI agent finishes just 38% of multi-step enterprise tasks https://theinference.org/article/ringcentral-is-up-172-in-2026-and-trades-26-75-above-its-average-analyst-target-as-insiders-keep-selling The Inference en 2026-10-14T21:07:09.904Z RingCentral is up 172% in 2026 and trades 26.75% above its average analyst target as insiders keep selling https://theinference.org/article/globus-medical-paid-252-5-million-for-nevro-23-injury-suits-over-its-stimulators-now-share-one-judge The Inference en 2026-10-14T21:06:10.203Z Globus Medical paid $252.5 million for Nevro; 23 injury suits over its stimulators now share one judge https://theinference.org/article/a-russian-owned-phone-hacking-vendor-collapsed-and-cellebrite-waits-to-inherit-the-vacuum The Inference en 2026-10-14T21:05:10.183Z A Russian-owned phone-hacking vendor collapsed, and Cellebrite waits to inherit the vacuum https://theinference.org/article/coreweave-bonds-hit-a-record-14-5-yield-as-six-ai-cloud-stocks-sink-gartner-sees-80-gone-by-2030 The Inference en 2026-10-14T20:46:09.111Z CoreWeave bonds hit a record 14.5% yield as six AI cloud stocks sink; Gartner sees 80% gone by 2030 https://theinference.org/article/terawulf-doubles-its-kentucky-power-draw-to-1-gw-with-100-million-in-bill-credits-none-of-it-filed-yet The Inference en 2026-10-14T20:45:09.089Z TeraWulf doubles its Kentucky power draw to 1 GW with $100 million in bill credits, none of it filed yet https://theinference.org/article/ppl-s-new-500-kv-line-is-for-regional-growth-the-record-keeps-naming-amazon The Inference en 2026-10-14T20:37:09.112Z PPL's new 500 kV line is for 'regional growth.' The record keeps naming Amazon https://theinference.org/article/environmental-groups-ask-to-unwind-kinder-morgan-s-5-2-billion-pipelines-as-it-pitches-a-1-3-billion-one The Inference en 2026-10-14T20:36:09.098Z Environmental groups ask to unwind Kinder Morgan's $5.2 billion pipelines as it pitches a $1.3 billion one https://theinference.org/article/a16z-priced-typesafe-at-7-5-billion-workday-put-the-four-week-old-model-on-every-user-s-home-screen The Inference en 2026-10-14T20:35:09.141Z a16z priced TypeSafe at $7.5 billion; Workday put the four-week-old model on every user's home screen https://theinference.org/article/tenable-s-new-400-million-credit-line-is-acquisition-money-and-the-covenants-say-so The Inference en 2026-10-14T19:21:14.464Z Tenable's new $400 million credit line is acquisition money, and the covenants say so https://theinference.org/article/korea-s-pick-of-160-carrier-chillers-surfaced-the-same-day-goldman-cut-the-stock The Inference en 2026-10-14T19:13:14.736Z Korea's pick of 160 Carrier chillers surfaced the same day Goldman cut the stock https://theinference.org/article/copper-near-records-grasberg-mills-at-67-of-pre-accident-rates-freeport-mcmoran-reports-october-27 The Inference en 2026-10-14T19:12:14.545Z Copper near records, Grasberg mills at 67% of pre-accident rates: Freeport-McMoRan reports October 27 https://theinference.org/article/cipher-digital-s-850-million-convertible-pays-interest-in-shares-as-barber-lake-costs-rise-about-800-million The Inference en 2026-10-14T19:11:14.530Z Cipher Digital's $850 million convertible pays interest in shares as Barber Lake costs rise about $800 million https://theinference.org/article/zscaler-officers-sold-39-times-in-six-months-and-never-bought-the-rally-came-on-reaffirmed-guidance The Inference en 2026-10-14T19:10:14.890Z Zscaler officers sold 39 times in six months and never bought; the rally came on reaffirmed guidance https://theinference.org/article/coinbase-has-six-days-to-turn-25-year-index-futures-into-true-perpetuals The Inference en 2026-10-14T19:09:14.533Z Coinbase Has Six Days to Turn 25-Year Index Futures Into True Perpetuals https://theinference.org/article/the-fight-over-snap-s-2-195-glasses-is-about-who-pays-to-make-them-cheap The Inference en 2026-10-14T19:04:14.659Z The fight over Snap's $2,195 glasses is about who pays to make them cheap https://theinference.org/article/sailpoint-sells-a-40-to-1-identity-gap-while-its-insiders-sell-the-stock The Inference en 2026-10-14T19:03:15.024Z SailPoint sells a 40-to-1 identity gap while its insiders sell the stock https://theinference.org/article/the-only-count-of-southern-company-s-breach-is-its-own-about-400-000-accounts-no-date-no-cause The Inference en 2026-10-14T19:00:14.595Z The only count of Southern Company's breach is its own: about 400,000 accounts, no date, no cause https://theinference.org/article/servicenow-s-decagon-denial-is-a-bet-that-comes-due-on-october-28 The Inference en 2026-10-14T18:59:14.844Z ServiceNow's Decagon denial is a bet that comes due on October 28 https://theinference.org/article/hyundai-and-kia-bought-a-stake-in-vast-data-the-ai-storage-vendor-coreweave-put-1-17-billion-behind The Inference en 2026-10-14T17:36:14.473Z Hyundai and Kia bought a stake in VAST Data, the AI storage vendor CoreWeave put $1.17 billion behind https://theinference.org/article/pg-e-may-black-out-70-000-customers-after-investigators-tied-a-founder-s-death-to-a-wire-it-failed-to-replace The Inference en 2026-10-14T17:34:14.392Z PG&E may black out 70,000 customers after investigators tied a founder's death to a wire it failed to replace https://theinference.org/article/google-s-gemini-made-apptronik-s-robot-land-7-straight-shots-from-video-alone-jabil-is-the-only-listed-stock The Inference en 2026-10-14T17:23:14.113Z Google's Gemini made Apptronik's robot land 7 straight shots from video alone; Jabil is the only listed stock https://theinference.org/article/the-spacex-ipo-pays-morgan-stanley-twice-record-wealth-revenue-232-billion-of-new-client-money The Inference en 2026-10-14T17:21:14.117Z The SpaceX IPO pays Morgan Stanley twice: record wealth revenue, $232 billion of new client money https://theinference.org/article/tesla-says-canada-used-up-its-china-ev-quota-ottawa-s-tracker-shows-33-069-permits-left The Inference en 2026-10-14T17:20:14.114Z Tesla says Canada used up its China-EV quota. Ottawa's tracker shows 33,069 permits left https://theinference.org/article/new-mexico-asks-a-judge-to-fine-meta-35-billion-to-40-billion-over-43-million-privacy-violations The Inference en 2026-10-14T17:19:14.123Z New Mexico asks a judge to fine Meta $35 billion to $40 billion over 43 million privacy violations https://theinference.org/article/sap-patches-a-10-out-of-10-flaw-that-can-send-ai-agents-credentials-to-attackers-earnings-due-october-21 The Inference en 2026-10-14T17:18:14.208Z SAP patches a 10-out-of-10 flaw that can send AI agents' credentials to attackers; earnings due October 21 https://theinference.org/article/walmart-s-1-6-million-workers-get-free-ozempic-and-mounjaro-for-diabetes-not-weight-loss The Inference en 2026-10-14T17:17:14.219Z Walmart's 1.6 million workers get free Ozempic and Mounjaro for diabetes, not weight loss https://theinference.org/article/molina-rallied-on-a-6-billion-contract-it-will-lose-money-on-in-year-one The Inference en 2026-10-14T17:16:14.133Z Molina Rallied on a $6 Billion Contract It Will Lose Money On in Year One https://theinference.org/article/barclays-cuts-dell-hpe-and-netapp-calling-the-ai-hardware-boom-a-memory-price-cycle The Inference en 2026-10-14T17:14:14.467Z Barclays cuts Dell, HPE and NetApp, calling the AI hardware boom a memory price cycle https://theinference.org/article/cloudflare-is-buying-the-whole-stack-ai-agents-build-on-and-the-stock-trades-at-49-5-times-sales The Inference en 2026-10-14T17:13:14.119Z Cloudflare is buying the whole stack AI agents build on, and the stock trades at 49.5 times sales https://theinference.org/article/shopify-just-pointed-every-ai-agent-at-its-own-cash-register The Inference en 2026-10-14T17:12:14.089Z Shopify just pointed every AI agent at its own cash register https://theinference.org/article/berkshire-hathaway-pays-33-a-share-for-330-million-of-new-bending-spoons-stock-shares-jump-41 The Inference en 2026-10-14T15:16:13.607Z Berkshire Hathaway pays $33 a share for $330 million of new Bending Spoons stock; shares jump 41% https://theinference.org/article/victory-giant-an-nvidia-circuit-board-supplier-is-18-below-its-ipo-price-as-800-million-of-shares-unlock The Inference en 2026-10-14T15:15:13.572Z Victory Giant, an Nvidia circuit-board supplier, is 18% below its IPO price as $800 million of shares unlock https://theinference.org/article/servicetitan-shares-fell-nearly-30-after-it-said-max-ai-contracts-often-go-unbilled-in-the-first-quarter The Inference en 2026-10-14T15:14:13.647Z ServiceTitan shares fell nearly 30% after it said Max AI contracts often go unbilled in the first quarter https://theinference.org/article/poet-lost-every-marvell-order-after-its-cfo-spoke-the-rebuild-is-one-50-million-deal The Inference en 2026-10-14T15:13:13.659Z POET lost every Marvell order after its CFO spoke. The rebuild is one $50 million deal https://theinference.org/article/samsung-electro-mechanics-profit-is-forecast-up-124-as-its-ai-chief-warns-china-has-10-rivals-to-its-one The Inference en 2026-10-14T15:12:13.585Z Samsung Electro-Mechanics' profit is forecast up 124% as its AI chief warns China has 10 rivals to its one https://theinference.org/article/doordash-reports-november-4-the-last-quarter-deliveroo-keeps-growth-near-32-before-it-slides-to-21 The Inference en 2026-10-14T15:11:13.655Z DoorDash reports November 4, the last quarter Deliveroo keeps growth near 32% before it slides to 21% https://theinference.org/article/vicor-s-ceo-and-sales-chief-sold-7-3-million-of-stock-the-day-after-its-second-guidance-hike The Inference en 2026-10-14T15:10:13.554Z Vicor's CEO and sales chief sold $7.3 million of stock the day after its second guidance hike https://theinference.org/article/camtek-pre-announces-a-record-quarter-and-over-800-million-of-orders-as-applied-materials-won-t-guess The Inference en 2026-10-14T15:09:13.555Z Camtek pre-announces a record quarter and over $800 million of orders as Applied Materials won't guess https://theinference.org/article/japan-buys-the-fabs-globalfoundries-runs-them-washington-takes-4 The Inference en 2026-10-14T15:08:13.651Z Japan Buys the Fabs, GlobalFoundries Runs Them, Washington Takes 4% https://theinference.org/article/flex-funded-its-4-4-billion-epc-power-purchase-with-loans-due-october-13-2027-ahead-of-the-axiom-spin-off The Inference en 2026-10-14T15:07:13.785Z Flex funded its $4.4 billion EPC Power purchase with loans due October 13, 2027, ahead of the Axiom spin-off https://theinference.org/article/microchip-joins-the-ai-rack-power-fight-just-as-its-pricing-power-comes-back The Inference en 2026-10-14T15:06:13.591Z Microchip joins the AI rack power fight just as its pricing power comes back https://theinference.org/article/ex-groq-engineers-sue-groq-s-board-over-the-20-billion-nvidia-deal-nvidia-weighs-the-same-template-again The Inference en 2026-10-14T13:23:13.638Z Ex-Groq engineers sue Groq's board over the $20 billion Nvidia deal; Nvidia weighs the same template again https://theinference.org/article/microsoft-detailed-its-maia-300-chip-but-won-t-name-its-builder-global-unichip-is-up-288-on-the-presumption The Inference en 2026-10-14T13:22:13.505Z Microsoft detailed its Maia 300 chip but won't name its builder; Global Unichip is up 288% on the presumption https://theinference.org/article/credo-s-founding-trust-proposes-a-38-7-million-sale-in-launch-week The Inference en 2026-10-14T13:21:13.433Z Credo's founding trust proposes a $38.7 million sale in launch week https://theinference.org/article/ayar-labs-ran-a-live-optical-compute-tray-as-lumentum-can-t-meet-about-70-of-demand-for-some-lasers The Inference en 2026-10-14T13:20:13.447Z Ayar Labs ran a live optical compute tray as Lumentum can't meet about 70% of demand for some lasers https://theinference.org/article/zuckerberg-s-200-billion-ai-admission-appears-in-no-meta-filing The Inference en 2026-10-14T13:19:13.406Z Zuckerberg's $200 billion AI admission appears in no Meta filing https://theinference.org/article/ambiq-s-four-top-officers-sold-3-1-million-of-stock-as-analysts-set-85-and-90-targets The Inference en 2026-10-14T13:18:13.425Z Ambiq's four top officers sold $3.1 million of stock as analysts set $85 and $90 targets https://theinference.org/article/morgan-stanley-forecasts-a-10-trillion-token-market-it-cannot-yet-trade The Inference en 2026-10-14T13:15:13.493Z Morgan Stanley Forecasts a $10 Trillion Token Market It Cannot Yet Trade https://theinference.org/article/google-prices-gemini-4-argon-at-2-per-million-tokens-a-fifth-of-openai-and-anthropic-s-10-flagships The Inference en 2026-10-14T13:11:13.501Z Google prices Gemini 4 Argon at $2 per million tokens, a fifth of OpenAI and Anthropic's $10 flagships https://theinference.org/article/musk-calls-micron-s-prices-reasonable-as-micron-fell-14-and-150-billion-sits-locked-in The Inference en 2026-10-14T03:17:05.966Z Musk calls Micron's prices reasonable as Micron fell 14% and $150 billion sits locked in https://theinference.org/article/aep-orders-up-to-1-6-gigawatts-of-mainspring-generators-oracle-s-gas-line-slips-at-ferc The Inference en 2026-10-14T01:19:04.213Z AEP orders up to 1.6 gigawatts of Mainspring generators; Oracle's gas line slips at FERC https://theinference.org/article/langdock-deleted-its-delaware-parent-over-us-data-laws-and-says-annual-recurring-revenue-hit-50-million The Inference en 2026-10-14T01:06:04.558Z Langdock deleted its Delaware parent over US data laws and says annual recurring revenue hit €50 million https://theinference.org/article/cirrus-logic-confirms-it-bid-for-synaptics-and-walked-away-onsemi-is-paying-123-a-share-in-cash The Inference en 2026-10-13T23:23:02.969Z Cirrus Logic confirms it bid for Synaptics and walked away; onsemi is paying $123 a share in cash https://theinference.org/article/pega-hires-a-bank-security-chief-as-a-wiretapping-suit-threatens-its-voice-ai-line The Inference en 2026-10-13T23:14:03.063Z Pega Hires a Bank Security Chief as a Wiretapping Suit Threatens Its Voice AI Line https://theinference.org/article/oklo-s-cancer-isotope-plant-lands-with-no-buyer-no-price-and-a-6-5-billion-bill The Inference en 2026-10-13T23:13:02.943Z Oklo's cancer-isotope plant lands with no buyer, no price and a $6.5 billion bill https://theinference.org/article/cerence-starts-buying-its-own-stock-the-insider-selling-was-a-tax-bill The Inference en 2026-10-13T23:12:03.064Z Cerence starts buying its own stock; the 'insider selling' was a tax bill https://theinference.org/article/s-p-can-now-grade-crypto-lending-vaults-robinhood-s-1-1-billion-book-is-ungraded The Inference en 2026-10-13T23:11:03.064Z S&P can now grade crypto lending vaults; Robinhood's $1.1 billion book is ungraded https://theinference.org/article/intapp-s-cloud-arr-grew-29-before-its-chatgpt-plug-ins-openai-is-building-the-same-access-controls The Inference en 2026-10-13T21:36:02.895Z Intapp's cloud ARR grew 29% before its ChatGPT plug-ins; OpenAI is building the same access controls https://theinference.org/article/coreweave-has-named-the-data-layer-it-wants-ai-labs-to-build-on The Inference en 2026-10-13T21:27:02.779Z CoreWeave has named the data layer it wants AI labs to build on https://theinference.org/article/robinhood-s-retail-fund-now-holds-a-stake-in-a-munitions-maker-fielded-in-ukraine The Inference en 2026-10-13T21:24:02.813Z Robinhood's retail fund now holds a stake in a munitions maker fielded in Ukraine https://theinference.org/article/applied-materials-refused-to-name-the-number-that-underwrites-the-chip-boom The Inference en 2026-10-13T21:23:03.005Z Applied Materials Refused to Name the Number That Underwrites the Chip Boom https://theinference.org/article/jane-street-has-deposited-sebi-s-rs-4-843-crore-demand-a-tribunal-rules-october-21-on-what-it-can-see The Inference en 2026-10-13T21:22:02.805Z Jane Street has deposited Sebi's Rs 4,843 crore demand; a tribunal rules October 21 on what it can see https://theinference.org/article/coinbase-and-robinhood-s-futures-brokers-hold-581-million-more-than-all-six-us-forex-dealers-470-million The Inference en 2026-10-13T21:21:02.999Z Coinbase and Robinhood's futures brokers hold $581 million, more than all six US forex dealers' $470 million https://theinference.org/article/sterlite-technologies-is-up-882-in-2026-and-trades-near-900-times-profit-results-come-october-23 The Inference en 2026-10-13T21:20:02.786Z Sterlite Technologies is up 882% in 2026 and trades near 900 times profit; results come October 23 https://theinference.org/article/omron-agreed-to-pay-675-million-for-onlogic-about-25-times-adjusted-ebitda-to-add-factory-floor-ai-compute The Inference en 2026-10-13T21:19:02.815Z Omron agreed to pay $675 million for OnLogic, about 25 times adjusted EBITDA, to add factory-floor AI compute https://theinference.org/article/twelve-thousand-interceptors-a-year-on-paper-three-thousand-ordered-the-cheap-missile-money-is-at-leidos The Inference en 2026-10-13T21:18:02.869Z Twelve thousand interceptors a year on paper, three thousand ordered: the cheap-missile money is at Leidos https://theinference.org/article/lenovo-lifts-the-legion-go-2-to-3-082-more-than-double-its-launch-price The Inference en 2026-10-13T21:17:02.810Z Lenovo lifts the Legion Go 2 to $3,082, more than double its launch price https://theinference.org/article/decagon-hires-a-bank-and-the-takeout-math-starts-near-13-billion The Inference en 2026-10-13T19:30:02.989Z Decagon hires a bank, and the takeout math starts near $13 billion https://theinference.org/article/circle-built-a-blockchain-for-ai-agents-to-pay-each-other-its-income-is-still-treasury-yield The Inference en 2026-10-13T19:26:02.787Z Circle built a blockchain for AI agents to pay each other; its income is still Treasury yield https://theinference.org/article/cognizant-signed-gilead-for-five-years-washington-shut-its-green-card-door-two-days-later The Inference en 2026-10-13T19:25:02.787Z Cognizant signed Gilead for five years; Washington shut its green-card door two days later https://theinference.org/article/a-class-action-tests-whether-applovin-s-ai-improved-itself-on-the-schedule-it-sold The Inference en 2026-10-13T19:24:02.783Z A class action tests whether AppLovin's AI improved itself on the schedule it sold https://theinference.org/article/the-defense-department-paid-palantir-2-05-billion-in-a-year-the-short-case-runs-through-the-commercial-line The Inference en 2026-10-13T19:23:02.781Z The Defense Department paid Palantir $2.05 billion in a year. The short case runs through the commercial line https://theinference.org/article/amd-raises-its-cpu-forecast-a-third-time-to-200-billion-nvidia-already-ships-the-rival-rack The Inference en 2026-10-13T19:22:02.791Z AMD raises its CPU forecast a third time to $200 billion; Nvidia already ships the rival rack https://theinference.org/article/goldman-collects-the-ai-boom-s-fees-and-leaves-the-debt-on-other-balance-sheets The Inference en 2026-10-13T19:21:02.929Z Goldman collects the AI boom's fees and leaves the debt on other balance sheets https://theinference.org/article/the-exit-drought-is-bending-spoons-supply-chain The Inference en 2026-10-13T19:18:02.808Z The exit drought is Bending Spoons' supply chain