https://theinference.org/article/axcelis-breaks-ground-on-a-35-million-korea-plant-as-its-4-4-billion-veeco-merger-awaits-china-s-approval The Inference en 2026-10-30T19:05:07.696Z Axcelis breaks ground on a $35 million Korea plant as its $4.4 billion Veeco merger awaits China's approval https://theinference.org/article/asana-s-agents-now-work-outside-asana-and-every-request-is-billed The Inference en 2026-10-30T19:04:07.178Z Asana's agents now work outside Asana, and every request is billed https://theinference.org/article/ouster-s-1-426-ukraine-missions-are-supplier-reported-and-its-2-32-billion-market-cap-faces-q3-on-nov-3 The Inference en 2026-10-30T19:03:06.781Z Ouster's 1,426 Ukraine missions are supplier-reported, and its $2.32 billion market cap faces Q3 on Nov. 3 https://theinference.org/article/red-cat-splits-wall-street-a-6-price-target-against-25-with-results-due-november-16 The Inference en 2026-10-30T18:08:06.354Z Red Cat splits Wall Street: a $6 price target against $25, with results due November 16 https://theinference.org/article/delta-electronics-set-a-record-nt-197-1-billion-quarter-vicor-s-itc-case-targets-the-same-ai-server-modules The Inference en 2026-10-30T18:07:07.570Z Delta Electronics set a record NT$197.1 billion quarter; Vicor's ITC case targets the same AI server modules https://theinference.org/article/philips-pitches-azurion-software-while-3-000-of-its-cath-lab-systems-sit-on-the-fda-recall-list The Inference en 2026-10-30T18:06:08.110Z Philips pitches Azurion software while 3,000 of its cath lab systems sit on the FDA recall list https://theinference.org/article/xero-is-down-57-on-the-ai-fear-while-its-own-data-shows-customer-sales-growth-of-5-2-against-a-7-2-norm The Inference en 2026-10-30T18:05:07.651Z Xero is down 57% on the AI fear while its own data shows customer sales growth of 5.2% against a 7.2% norm https://theinference.org/article/ibiden-says-ai-server-substrate-demand-grows-5-4-times-by-2030-and-its-shares-fell-15-anyway The Inference en 2026-10-30T18:04:06.501Z Ibiden says AI-server substrate demand grows 5.4 times by 2030, and its shares fell 15% anyway https://theinference.org/article/netskope-trades-30-above-analyst-targets-on-ai-agent-controls-that-have-no-published-adoption-yet The Inference en 2026-10-30T17:29:05.919Z Netskope trades 30% above analyst targets on AI agent controls that have no published adoption yet https://theinference.org/article/furukawa-bets-100-billion-yen-on-fiber-while-corning-s-customers-lock-supply-through-2032 The Inference en 2026-10-30T17:24:07.095Z Furukawa Bets 100 Billion Yen on Fiber While Corning's Customers Lock Supply Through 2032 https://theinference.org/article/hut-8-shareholders-carry-river-bend-s-interest-and-tax-bill-until-the-first-hall-opens-in-2027 The Inference en 2026-10-30T17:23:06.520Z Hut 8 shareholders carry River Bend's interest and tax bill until the first hall opens in 2027 https://theinference.org/article/visa-s-china-approval-is-a-test-dated-october-2027 The Inference en 2026-10-30T17:22:06.179Z Visa's China Approval Is a Test Dated October 2027 https://theinference.org/article/wec-energy-s-47-5-billion-grid-plan-bets-on-ai-data-centers-and-wisconsin-s-regulator-holds-the-key The Inference en 2026-10-30T17:21:08.328Z WEC Energy's $47.5 billion grid plan bets on AI data centers, and Wisconsin's regulator holds the key https://theinference.org/article/s-p-global-bought-openzeppelin-and-signed-kalshi-while-ratings-fees-grew-just-2 The Inference en 2026-10-30T17:20:06.337Z S&P Global bought OpenZeppelin and signed Kalshi while ratings fees grew just 2% https://theinference.org/article/anthropic-s-ipo-lands-in-morgan-stanley-s-ai-fear-window-its-s-1-shows-an-80-7-billion-loss-mostly-paper The Inference en 2026-10-30T17:19:11.485Z Anthropic's IPO lands in Morgan Stanley's AI-fear window; its S-1 shows an $80.7 billion loss, mostly paper https://theinference.org/article/honeywell-aerospace-shareholders-are-funding-the-factory-meant-to-replace-its-weakest-suppliers The Inference en 2026-10-30T17:17:46.806Z Honeywell Aerospace shareholders are funding the factory meant to replace its weakest suppliers https://theinference.org/article/missouri-votes-tuesday-on-half-of-ameren-s-power-buildout The Inference en 2026-10-30T17:16:06.947Z Missouri votes Tuesday on half of Ameren's power buildout https://theinference.org/article/avnet-sells-finished-machines-now-and-still-trades-at-8-times-earnings-while-arrow-gets-14 The Inference en 2026-10-30T16:19:28.734Z Avnet sells finished machines now, and still trades at 8 times earnings while Arrow gets 14 https://theinference.org/article/indie-semiconductor-s-growth-guide-counts-30-million-from-a-business-it-is-selling The Inference en 2026-10-30T16:18:29.128Z indie Semiconductor's growth guide counts $30 million from a business it is selling https://theinference.org/article/a-fifth-law-firm-joins-the-servicetitan-probe-as-yelp-s-30-agent-books-into-its-calendar The Inference en 2026-10-30T16:17:28.712Z A fifth law firm joins the ServiceTitan probe as Yelp's $30 agent books into its calendar https://theinference.org/article/arbs-earn-about-3-a-year-to-wait-out-proofpoint-s-6-3-billion-varonis-buyout The Inference en 2026-10-30T16:16:28.923Z Arbs earn about 3% a year to wait out Proofpoint's $6.3 billion Varonis buyout https://theinference.org/article/fermi-s-6-5-billion-lease-comes-due-friday-and-the-only-news-this-week-was-a-rerun The Inference en 2026-10-30T16:15:28.913Z Fermi's $6.5 billion lease comes due Friday, and the only news this week was a rerun https://theinference.org/article/morgan-stanley-dates-the-ai-sell-off-s-last-leg-as-158-billion-of-financing-lands The Inference en 2026-10-30T16:14:29.348Z Morgan Stanley dates the AI sell-off's last leg as $158 billion of financing lands https://theinference.org/article/north-korea-took-6-36-billion-from-binance-and-2-4-billion-is-beyond-any-freeze The Inference en 2026-10-30T16:13:28.923Z North Korea took $6.36 billion from Binance and $2.4 billion is beyond any freeze https://theinference.org/article/fcc-votes-to-end-at-t-verizon-and-t-mobile-s-spectrum-veto-over-starlink-mobile The Inference en 2026-10-30T16:12:28.789Z FCC votes to end AT&T, Verizon and T-Mobile's spectrum veto over Starlink Mobile https://theinference.org/article/netflix-at-a-two-year-low-of-61-39-12-billion-of-cash-against-fewer-app-opens The Inference en 2026-10-30T16:11:29.260Z Netflix at a two-year low of $61.39: $12 billion of cash against fewer app opens https://theinference.org/article/x-energy-trades-near-11-as-aep-says-its-12-reactor-indiana-project-has-no-final-decision-before-2030 The Inference en 2026-10-30T16:10:29.312Z X-energy trades near $11 as AEP says its 12-reactor Indiana project has no final decision before 2030 https://theinference.org/article/lg-chem-feeds-the-market-2-5-trillion-won-of-lg-energy-solution-stock-with-more-queued-to-2030 The Inference en 2026-10-30T16:09:29.115Z LG Chem feeds the market 2.5 trillion won of LG Energy Solution stock, with more queued to 2030 https://theinference.org/article/first-solar-cut-its-customers-and-kept-the-tax-credit The Inference en 2026-10-30T15:42:28.428Z First Solar Cut Its Customers and Kept the Tax Credit https://theinference.org/article/nuscale-jumped-7-on-its-first-reactor-hardware-while-a-shareholder-suit-called-its-plan-a-farce The Inference en 2026-10-30T15:41:29.240Z NuScale jumped 7% on its first reactor hardware, while a shareholder suit called its plan a farce https://theinference.org/article/a-short-seller-says-iron-mountain-s-data-center-bet-barely-covers-its-interest-bill-the-stock-rose The Inference en 2026-10-30T15:40:32.179Z A short seller says Iron Mountain's data center bet barely covers its interest bill. The stock rose. https://theinference.org/article/coreweave-s-stock-has-halved-since-core-scientific-shareholders-refused-its-9-billion-bid The Inference en 2026-10-30T15:38:29.557Z CoreWeave's stock has halved since Core Scientific shareholders refused its $9 billion bid https://theinference.org/article/a-tariff-duke-is-writing-in-south-carolina-decides-who-pays-for-ai-s-power-plants The Inference en 2026-10-30T15:37:28.781Z A tariff Duke is writing in South Carolina decides who pays for AI's power plants https://theinference.org/article/vishay-reports-november-4-with-a-24-gross-margin-guide-and-the-stock-down-28-from-its-high The Inference en 2026-10-30T15:36:28.752Z Vishay reports November 4 with a 24% gross margin guide and the stock down 28% from its high https://theinference.org/article/ccc-intelligent-solutions-last-public-quarter-shows-ai-accelerating-before-gtcr-and-elliott-buy-it-at-7-75 The Inference en 2026-10-30T15:25:27.914Z CCC Intelligent Solutions' last public quarter shows AI accelerating before GTCR and Elliott buy it at $7.75 https://theinference.org/article/pixalate-ranks-applovin-no-2-in-us-mobile-ads-with-0-resale-but-flags-19-as-bot-traffic-at-a-52-week-low The Inference en 2026-10-30T15:21:28.096Z Pixalate ranks AppLovin No. 2 in US mobile ads with 0% resale but flags 19% as bot traffic at a 52-week low https://theinference.org/article/armstrong-files-to-sell-1-31-billion-of-coinbase-after-a-719-million-profit-that-is-mostly-a-crypto-mark The Inference en 2026-10-30T15:18:28.463Z Armstrong Files to Sell $1.31 Billion of Coinbase After a $719 Million Profit That Is Mostly a Crypto Mark https://theinference.org/article/suspected-chinese-attackers-rooted-palo-alto-networks-firewalls-as-the-stock-ran-14-on-ai-fear The Inference en 2026-10-30T15:17:27.997Z Suspected Chinese attackers rooted Palo Alto Networks firewalls as the stock ran 14% on AI fear https://theinference.org/article/nebius-reports-november-12-its-3-5-billion-citi-loan-comes-due-october-2027 The Inference en 2026-10-30T15:16:28.787Z Nebius reports November 12. Its $3.5 billion Citi loan comes due October 2027. https://theinference.org/article/arista-s-235-billion-moat-meets-its-most-credible-imitator-five-days-before-its-earnings The Inference en 2026-10-30T15:15:28.276Z Arista's $235 billion moat meets its most credible imitator five days before its earnings https://theinference.org/article/firstenergy-nearly-doubles-contracted-ai-load-in-nine-months-to-7-9-gw-and-ohio-votes-on-who-pays The Inference en 2026-10-30T15:14:28.315Z FirstEnergy nearly doubles contracted AI load in nine months to 7.9 GW, and Ohio votes on who pays https://theinference.org/article/dominion-s-ai-build-puts-the-power-bill-on-data-centers-and-the-carbon-bill-on-everyone-else The Inference en 2026-10-30T15:13:27.971Z Dominion's AI build puts the power bill on data centers, and the carbon bill on everyone else https://theinference.org/article/novo-s-wegovy-pill-inherits-a-32-billion-franchise-as-a-judge-declines-to-block-lilly-s-ads The Inference en 2026-10-30T15:12:28.447Z Novo's Wegovy pill inherits a $32 billion franchise as a judge declines to block Lilly's ads https://theinference.org/article/three-texas-instruments-directors-sold-4-5-million-near-302-the-day-after-ti-priced-2-billion-of-debt The Inference en 2026-10-30T15:11:28.479Z Three Texas Instruments directors sold $4.5 million near $302 the day after TI priced $2 billion of debt https://theinference.org/article/wolfspeed-s-borgwarner-deal-landed-with-51-81-of-its-float-short-before-the-november-4-report The Inference en 2026-10-30T15:10:28.602Z Wolfspeed's BorgWarner deal landed with 51.81% of its float short before the November 4 report https://theinference.org/article/pegasystems-won-a-419-million-10-year-army-contract-and-still-fell-3-6-on-a-q3-revenue-miss The Inference en 2026-10-30T15:09:28.492Z Pegasystems won a $419 million, 10-year Army contract and still fell 3.6% on a Q3 revenue miss https://theinference.org/article/nvent-grows-sales-44-raises-its-forecast-and-watches-the-stock-fall-6 The Inference en 2026-10-30T14:51:27.313Z nVent grows sales 44%, raises its forecast, and watches the stock fall 6% https://theinference.org/article/crusoe-says-every-gpu-is-sold-through-2028-coreweave-s-record-15-76-bond-yield-says-otherwise The Inference en 2026-10-30T14:50:27.313Z Crusoe says every GPU is sold through 2028; CoreWeave's record 15.76% bond yield says otherwise https://theinference.org/article/anthropic-s-16-3-billion-half-year-meets-minimax-s-0-15-rate-card The Inference en 2026-10-30T14:49:27.437Z Anthropic's $16.3 billion half-year meets MiniMax's $0.15 rate card https://theinference.org/article/mistral-publishes-weights-halves-prices-and-makes-resellers-sign-a-deal-seven-chinese-models-outrank-it The Inference en 2026-10-30T14:48:28.006Z Mistral publishes weights, halves prices, and makes resellers sign a deal; seven Chinese models outrank it https://theinference.org/article/aep-signs-google-and-softbank-to-pay-for-its-grid-but-only-35-of-84-gigawatts-have-firm-contracts The Inference en 2026-10-30T14:47:27.246Z AEP signs Google and SoftBank to pay for its grid, but only 35 of 84 gigawatts have firm contracts https://theinference.org/article/kioxia-s-flat-price-warning-shows-memory-sellers-lost-the-pricing-war The Inference en 2026-10-30T14:46:27.341Z Kioxia's flat-price warning shows memory sellers lost the pricing war https://theinference.org/article/deepmind-says-coordination-beats-benchmarks-while-alphabet-posts-negative-9-07-billion-free-cash-flow The Inference en 2026-10-30T14:21:27.267Z DeepMind says coordination beats benchmarks while Alphabet posts negative $9.07 billion free cash flow https://theinference.org/article/microsoft-s-windows-oem-revenue-fell-22-as-ai-capex-bid-up-memory-prices-for-laptops The Inference en 2026-10-30T14:20:28.278Z Microsoft's Windows OEM revenue fell 22% as AI capex bid up memory prices for laptops https://theinference.org/article/britain-s-cma-investigates-meta-s-terms-letting-it-scrape-publishers-content-for-ai-without-a-choice The Inference en 2026-10-30T14:19:27.489Z Britain's CMA investigates Meta's terms letting it scrape publishers' content for AI without a choice https://theinference.org/article/hubspot-says-ai-answers-took-80-of-its-blog-traffic-november-4-prices-the-replacement The Inference en 2026-10-30T14:18:27.399Z HubSpot says AI answers took 80% of its blog traffic; November 4 prices the replacement https://theinference.org/article/airbnb-promised-500-million-for-crisis-housing-the-dimes-cover-28-million-of-it The Inference en 2026-10-30T14:17:27.415Z Airbnb promised $500 million for crisis housing. The dimes cover $28 million of it. https://theinference.org/article/dxc-pays-to-license-the-agent-harness-salesforce-will-bundle-free The Inference en 2026-10-30T14:16:27.180Z DXC Pays to License the Agent Harness Salesforce Will Bundle Free https://theinference.org/article/samsung-electro-mechanics-biggest-capacitor-deal-lasts-one-year-not-the-decade-the-market-is-pricing The Inference en 2026-10-30T14:15:27.265Z Samsung Electro-Mechanics' biggest capacitor deal lasts one year, not the decade the market is pricing https://theinference.org/article/spotify-puts-a-5-price-tag-on-fan-remixes-as-the-unlicensed-bill-reaches-9-billion The Inference en 2026-10-30T14:14:27.074Z Spotify puts a $5 price tag on fan remixes as the unlicensed bill reaches $9 billion https://theinference.org/article/tsmc-s-265-billion-arizona-bet-runs-on-nearly-5-million-gallons-of-water-a-day-and-magnets-it-does-not-own The Inference en 2026-10-30T14:13:27.512Z TSMC's $265 billion Arizona bet runs on nearly 5 million gallons of water a day and magnets it does not own https://theinference.org/article/databricks-says-apache-flink-is-optional-ibm-paid-11-billion-for-confluent-the-company-that-sells-it The Inference en 2026-10-30T14:12:27.812Z Databricks says Apache Flink is optional; IBM paid $11 billion for Confluent, the company that sells it https://theinference.org/article/deepgram-acquires-daily-the-maker-of-pipecat-as-assemblyai-prices-a-full-voice-agent-at-4-50-an-hour The Inference en 2026-10-30T14:11:27.362Z Deepgram acquires Daily, the maker of Pipecat, as AssemblyAI prices a full voice agent at $4.50 an hour https://theinference.org/article/nokia-s-software-bug-blacked-out-orange-france-for-nine-hours-and-huawei-got-europe-s-best-argument The Inference en 2026-10-30T14:10:28.290Z Nokia's software bug blacked out Orange France for nine hours, and Huawei got Europe's best argument https://theinference.org/article/murata-s-shares-fell-7-7-even-as-it-pledged-1-trillion-for-capacitor-capacity-that-lands-in-2028 The Inference en 2026-10-30T13:43:27.081Z Murata pledges ¥1 trillion to double capacitor output; shares fall 7.7% anyway https://theinference.org/article/micron-s-take-or-pay-contracts-cover-35-of-sales-but-buyers-are-cutting-memory-per-chip-to-survive The Inference en 2026-10-30T13:42:27.366Z Micron's take-or-pay contracts cover 35% of sales, but buyers are cutting memory per chip to survive https://theinference.org/article/pg-e-has-a-12-87gw-ai-power-queue-and-a-2-billion-hole-so-google-pays-first-and-ratepayers-pay-later The Inference en 2026-10-30T13:41:27.401Z PG&E has a 12.87GW AI power queue and a $2 billion hole, so Google pays first and ratepayers pay later https://theinference.org/article/morningstar-says-sandisk-s-price-peak-is-near-and-cuts-fair-value-to-870-35-below-the-close The Inference en 2026-10-30T13:24:28.229Z Morningstar says Sandisk's price peak is near and cuts fair value to $870, 35% below the close https://theinference.org/article/intel-down-25-premarket-on-a-weak-pc-guide-its-filing-books-23-billion-of-stock-and-demand-it-cannot-fill The Inference en 2026-10-30T13:23:27.007Z Intel down 25% premarket on a weak PC guide; its filing books $23 billion of stock and demand it cannot fill https://theinference.org/article/maruwa-raised-operating-profit-guidance-to-38-3-billion-on-ai-optics-tokuyama-s-powder-line-lands-in-2028 The Inference en 2026-10-30T13:15:27.296Z Maruwa raised operating profit guidance to ¥38.3 billion on AI optics; Tokuyama's powder line lands in 2028 https://theinference.org/article/lasertec-the-only-actinic-euv-mask-inspector-supplier-raised-order-guidance-and-closed-down-8-8 The Inference en 2026-10-30T13:14:27.252Z Lasertec, the only actinic EUV mask inspector supplier, raised order guidance and closed down 8.8% https://theinference.org/article/mediatek-s-first-ai-chip-adds-2-5-billion-of-q4-revenue-at-a-lower-margin-funded-by-nvidia-and-alphabet The Inference en 2026-10-30T13:08:27.822Z MediaTek's first AI chip adds $2.5 billion of Q4 revenue at a lower margin, funded by Nvidia and Alphabet https://theinference.org/article/cursor-s-trojanized-claude-code-extension-hit-up-to-5-000-users-openai-cuts-cursor-s-models-november-12 The Inference en 2026-10-30T13:07:27.493Z Cursor's trojanized Claude Code extension hit up to 5,000 users; OpenAI cuts Cursor's models November 12 https://theinference.org/article/amazon-will-sell-trainium-chips-outside-aws-in-late-2027-into-a-market-nvidia-holds-an-estimated-81-90-of The Inference en 2026-10-30T13:06:27.162Z Amazon will sell Trainium chips outside AWS in late 2027, into a market Nvidia holds an estimated 81-90% of https://theinference.org/article/monolithic-power-systems-posts-its-first-1-billion-quarter-raises-its-ai-rack-growth-floor-to-150 The Inference en 2026-10-30T13:05:27.384Z Monolithic Power Systems posts its first $1 billion quarter, raises its AI rack growth floor to 150% https://theinference.org/article/pinterest-s-record-661-million-users-grew-where-ads-pay-least-and-q4-revenue-growth-is-guided-as-low-as-8 The Inference en 2026-10-30T02:22:23.142Z Pinterest's record 661 million users grew where ads pay least, and Q4 revenue growth is guided as low as 8% https://theinference.org/article/sandisk-s-revenue-jumps-378-to-11-billion-and-beats-on-every-line-but-cash-shares-still-fall-5-3 The Inference en 2026-10-29T23:19:59.633Z Sandisk's revenue jumps 378% to $11 billion and beats on every line but cash; shares still fall 5.3% https://theinference.org/article/coursera-s-revenue-jumps-94-on-the-udemy-merger-and-it-guides-next-quarter-below-the-one-just-printed The Inference en 2026-10-29T23:14:59.847Z Coursera's revenue jumps 94% on the Udemy merger, and it guides next quarter below the one just printed https://theinference.org/article/meta-s-ai-buildout-now-costs-6-5-a-year-12-5-billion-banked-tonight-24-9-billion-more-to-come The Inference en 2026-10-29T23:13:59.862Z Meta's AI buildout now costs 6.5% a year: $12.5 billion banked tonight, $24.9 billion more to come https://theinference.org/article/intel-beats-and-guides-december-down-on-memory-costs-and-the-stock-falls-more-than-20-after-hours The Inference en 2026-10-29T21:19:24.475Z Intel beats and guides December down on memory costs, and the stock falls more than 20% after hours https://theinference.org/article/amazon-s-aws-grew-39-3-on-48-1-billion-of-new-debt-and-the-stock-fell-as-much-as-11 The Inference en 2026-10-29T21:17:24.929Z Amazon's AWS grew 39.3% on $48.1 billion of new debt, and the stock fell as much as 11% https://theinference.org/article/reddit-locks-its-front-door-everyone-logs-in-as-us-users-shrink-and-revenue-jumps-53 The Inference en 2026-10-29T21:16:24.488Z Reddit locks its front door: everyone logs in as US users shrink and revenue jumps 53% https://theinference.org/article/servicenow-falls-27-its-worst-day-ever-as-gartner-finds-97-of-companies-can-t-turn-ai-into-savings The Inference en 2026-10-29T20:05:24.857Z ServiceNow falls 27%, its worst day ever, as Gartner finds 97% of companies can't turn AI into savings https://theinference.org/article/mastercard-and-visa-would-let-12-million-us-merchants-refuse-premium-cards-a-judge-hears-it-november-16 The Inference en 2026-10-29T18:04:24.198Z Mastercard and Visa would let 12 million US merchants refuse premium cards; a judge hears it November 16 https://theinference.org/article/alphabet-now-guarantees-98-5-billion-of-other-parties-ai-bills-and-shareholders-stand-behind-it The Inference en 2026-10-29T17:59:23.536Z Alphabet now guarantees $98.5 billion of other parties' AI bills, and shareholders stand behind it https://theinference.org/article/beckhoff-s-schirmer-breaks-ground-on-its-biggest-factory-in-47-years-as-german-machinery-falls-a-fourth-year The Inference en 2026-10-29T16:30:22.959Z Beckhoff's Schirmer breaks ground on its biggest factory in 47 years as German machinery falls a fourth year https://theinference.org/article/openai-makes-uk-startup-anima-its-healthcare-showcase-as-patients-call-the-same-bot-a-wall-to-care The Inference en 2026-10-29T16:23:22.998Z OpenAI makes UK startup Anima its healthcare showcase as patients call the same bot a wall to care https://theinference.org/article/harvey-banked-550-million-at-15-5-billion-but-left-court-dockets-to-pacerpro-so-firms-pay-twice The Inference en 2026-10-29T15:43:22.871Z Harvey banked $550 million at $15.5 billion but left court dockets to PacerPro, so firms pay twice https://theinference.org/article/schneider-electric-s-record-11-46-billion-quarter-rides-ai-data-centers-with-a-third-price-rise-planned The Inference en 2026-10-29T15:42:22.945Z Schneider Electric's record €11.46 billion quarter rides AI data centers, with a third price rise planned https://theinference.org/article/johor-s-grid-cannot-keep-up-with-ai-so-ytl-power-is-buying-1-623-acres-at-port-klang The Inference en 2026-10-29T15:40:22.896Z Johor's grid cannot keep up with AI, so YTL Power is buying 1,623 acres at Port Klang https://theinference.org/article/butterfly-network-s-record-quarter-ran-on-milestone-money-and-its-own-q4-guide-says-so The Inference en 2026-10-29T15:18:23.102Z Butterfly Network's record quarter ran on milestone money, and its own Q4 guide says so https://theinference.org/article/gitlab-stock-hit-its-52-week-high-the-day-alpine-s-gitlab-was-rebuilt-from-scratch The Inference en 2026-10-29T15:17:22.921Z GitLab stock hit its 52-week high the day Alpine's GitLab was rebuilt from scratch https://theinference.org/article/harvey-s-federal-clearance-is-rented-from-knox-systems-and-any-rival-can-rent-the-same-gate-in-90-days The Inference en 2026-10-29T15:16:22.806Z Harvey's federal clearance is rented from Knox Systems, and any rival can rent the same gate in 90 days https://theinference.org/article/victory-giant-s-q3-print-lands-nine-days-after-307-million-shares-unlock-and-the-stock-hits-a-52-week-low The Inference en 2026-10-29T15:15:22.991Z Victory Giant's Q3 print lands nine days after 307 million shares unlock, and the stock hits a 52-week low https://theinference.org/article/silicon-motion-s-audited-profit-halved-on-131-revenue-growth-and-an-automated-alert-called-it-a-miss The Inference en 2026-10-29T15:14:22.946Z Silicon Motion's audited profit halved on 131% revenue growth, and an automated alert called it a miss https://theinference.org/article/uk-tax-authority-signed-a-2-4-billion-15-year-salesforce-contract-that-locks-in-first-party-ai-agents The Inference en 2026-10-29T15:00:23.150Z UK tax authority signed a £2.4 billion, 15-year Salesforce contract that locks in first-party AI agents https://theinference.org/article/synopsys-executives-sold-51-million-of-stock-before-s-p-dropped-its-leverage-guardrail The Inference en 2026-10-29T14:30:22.179Z Synopsys executives sold $51 million of stock before S&P dropped its leverage guardrail https://theinference.org/article/hubspot-cut-free-email-sends-85-and-moved-starter-onto-credits-12-days-before-earnings The Inference en 2026-10-29T14:10:22.237Z HubSpot cut free email sends 85% and moved Starter onto credits 12 days before earnings https://theinference.org/article/shopify-puts-shop-pay-inside-rival-ai-agents-on-visa-and-mastercard-rails-and-keeps-the-fraud-liability The Inference en 2026-10-29T14:09:22.340Z Shopify puts Shop Pay inside rival AI agents on Visa and Mastercard rails, and keeps the fraud liability https://theinference.org/article/sk-hynix-files-a-one-month-clock-on-solidigm-s-reported-45-billion-us-nand-plant The Inference en 2026-10-29T14:08:22.073Z SK hynix files a one-month clock on Solidigm's reported $45 billion US NAND plant https://theinference.org/article/adp-raised-its-profit-outlook-on-ai-cost-cuts-as-its-own-data-shows-hiring-at-16-750-jobs-a-week The Inference en 2026-10-29T14:07:22.327Z ADP raised its profit outlook on AI cost cuts as its own data shows hiring at 16,750 jobs a week https://theinference.org/article/besi-s-chief-says-asml-is-a-collaborator-in-bonding-not-the-rival-investors-priced The Inference en 2026-10-29T14:06:22.055Z Besi's chief says ASML is a collaborator in bonding, not the rival investors priced https://theinference.org/article/doordash-s-record-quarter-funds-a-17-billion-instacart-buyout-at-65-a-share-at-least-75-in-cash The Inference en 2026-10-29T13:49:21.842Z DoorDash's record quarter funds a $17 billion Instacart buyout at $65 a share, at least 75% in cash https://theinference.org/article/anthropic-could-list-as-soon-as-november-16-and-robinhood-s-cfo-says-it-could-reprice-his-ai-portfolio The Inference en 2026-10-29T13:44:38.319Z Anthropic could list as soon as November 16, and Robinhood's CFO says it could reprice his AI portfolio https://theinference.org/article/doosan-gets-paid-to-build-the-reactor-nuscale-still-has-to-sell The Inference en 2026-10-29T13:25:21.833Z Doosan gets paid to build the reactor NuScale still has to sell https://theinference.org/article/one-month-three-deals-6-7-billion-onsemi-assembles-an-edge-ai-stack The Inference en 2026-10-29T13:23:21.927Z One month, three deals, $6.7 billion: onsemi assembles an edge-AI stack https://theinference.org/article/cloudflare-now-bills-agent-web-search-and-exa-priced-for-a-buyer-who-cannot-switch The Inference en 2026-10-29T13:22:21.881Z Cloudflare now bills agent web search, and Exa priced for a buyer who cannot switch https://theinference.org/article/quanta-just-booked-the-ai-buildout-s-labor-constraint-as-a-63-7-billion-backlog The Inference en 2026-10-29T13:21:21.848Z Quanta just booked the AI buildout's labor constraint as a $63.7 billion backlog https://theinference.org/article/nvidia-made-batch-transcription-free-only-the-phone-call-still-pays The Inference en 2026-10-29T13:20:21.863Z Nvidia made batch transcription free. Only the phone call still pays. https://theinference.org/article/trump-knew-about-a-spy-next-to-nvidia-s-chief-and-chose-the-stock The Inference en 2026-10-29T13:19:22.318Z Trump knew about a spy next to Nvidia's chief and chose the stock https://theinference.org/article/allegro-microsystems-grew-sales-29-to-277-million-without-sizing-its-data-center-revenue The Inference en 2026-10-29T13:10:21.394Z Allegro MicroSystems grew sales 29% to $277 million without sizing its data center revenue https://theinference.org/article/american-electric-power-added-22-billion-of-spending-and-5-2-billion-of-stock-cfo-won-t-promise-24-again The Inference en 2026-10-29T13:09:21.756Z American Electric Power added $22 billion of spending and $5.2 billion of stock; CFO won't promise 24% again https://theinference.org/article/anthropic-shows-cfos-what-nine-fold-spend-buys-two-days-after-its-s-1-revealed-a-first-974-million-profit The Inference en 2026-10-28T21:11:15.588Z Anthropic shows CFOs what nine-fold spend buys, two days after its S-1 revealed a first $974 million profit