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 https://theinference.org/article/verisk-surrenders-its-15-month-fight-to-escape-the-2-35-billion-acculynx-deal-leaving-the-ftc-the-last-gate The Inference en 2026-10-23T19:17:29.578Z Verisk surrenders its 15-month fight to escape the $2.35 billion AccuLynx deal, leaving the FTC the last gate https://theinference.org/article/neuberger-s-700-million-crusoe-loan-is-secured-by-gas-turbines-the-new-collateral-of-ai The Inference en 2026-10-23T19:08:29.581Z Neuberger's $700 million Crusoe loan is secured by gas turbines, the new collateral of AI https://theinference.org/article/murata-turns-away-customers-with-record-jpy-673-9-billion-orders-october-30-capex-decides The Inference en 2026-10-23T19:07:30.245Z Murata turns away customers with record JPY 673.9 billion orders; October 30 capex decides https://theinference.org/article/fabrinet-s-ceo-drew-13-6-million-1-317-times-its-median-worker-as-the-stock-sits-57-off-its-high The Inference en 2026-10-23T18:09:29.506Z Fabrinet's CEO drew $13.6 million, 1,317 times its median worker, as the stock sits 57% off its high https://theinference.org/article/asus-sells-out-its-1-299-xbox-handheld-in-five-days-as-pc-shipments-slide-21 The Inference en 2026-10-23T18:08:30.133Z ASUS sells out its $1,299 Xbox handheld in five days as PC shipments slide 21% https://theinference.org/article/tenable-gave-php-s-9-2-flaws-its-highest-rating-then-patched-php-out-of-its-own-scanners The Inference en 2026-10-23T18:07:29.468Z Tenable gave PHP's 9.2 flaws its highest rating, then patched PHP out of its own scanners https://theinference.org/article/rockwell-automation-launched-factorytalk-conductor-with-nvidia-models-insiders-sold-64-9-million The Inference en 2026-10-23T18:06:29.901Z Rockwell Automation launched FactoryTalk Conductor with Nvidia models; insiders sold $64.9 million https://theinference.org/article/bondholders-and-macquarie-eat-first-at-applied-digital-s-36-2-billion-table The Inference en 2026-10-23T18:05:29.873Z Bondholders and Macquarie eat first at Applied Digital's $36.2 billion table https://theinference.org/article/wec-energy-group-seeks-to-buy-2-billion-of-invenergy-gas-plants-no-regulator-tested-for-need The Inference en 2026-10-23T17:18:29.092Z WEC Energy Group seeks to buy $2 billion of Invenergy gas plants no regulator tested for need https://theinference.org/article/millennium-is-net-short-prologis-as-the-buyer-issues-shares-in-a-14-billion-takeover-of-segro The Inference en 2026-10-23T17:17:29.697Z Millennium is net short Prologis as the buyer issues shares in a £14 billion takeover of SEGRO https://theinference.org/article/canva-launches-its-own-craft-image-model-as-ideogram-prices-editable-design-files-at-up-to-32-cents The Inference en 2026-10-23T17:16:29.049Z Canva launches its own Craft image model as Ideogram prices editable design files at up to 32 cents https://theinference.org/article/netflix-names-peter-rice-content-chief-and-cuts-1-000-jobs-as-2026-ad-revenue-forecast-falls-to-2-7-billion The Inference en 2026-10-23T17:15:29.977Z Netflix names Peter Rice content chief and cuts 1,000 jobs as 2026 ad revenue forecast falls to $2.7 billion https://theinference.org/article/crowdstrike-says-four-hacking-groups-now-run-ai-agents-on-their-own-its-aidr-line-grew-79-fold The Inference en 2026-10-23T17:14:29.510Z CrowdStrike says four hacking groups now run AI agents on their own; its AIDR line grew 79-fold https://theinference.org/article/bwxt-s-poland-talks-are-a-headline-not-an-order-book-price-the-naval-fuel-before-november-2 The Inference en 2026-10-23T17:13:29.532Z BWXT's Poland talks are a headline, not an order book: price the naval fuel before November 2 https://theinference.org/article/two-prices-for-the-same-ai-fear-xero-is-discounted-58-while-sage-prints-a-record-high The Inference en 2026-10-23T17:12:29.921Z Two prices for the same AI fear: Xero is discounted 58% while Sage prints a record high https://theinference.org/article/ai-demand-is-pushing-exelon-back-into-the-generation-business-it-spun-off The Inference en 2026-10-23T17:11:29.590Z AI demand is pushing Exelon back into the generation business it spun off https://theinference.org/article/why-wall-street-got-the-ultra-clean-sell-off-backward The Inference en 2026-10-23T17:10:29.714Z Why Wall Street Got the Ultra Clean Sell-Off Backward https://theinference.org/article/france-pays-above-5-on-10-year-debt-for-the-first-time-since-2002-while-s-p-global-grades-it-a The Inference en 2026-10-23T16:26:27.134Z France pays above 5% on 10-year debt for the first time since 2002 while S&P Global grades it A+ https://theinference.org/article/microsoft-s-41-billion-capex-quarter-tops-its-35-8-billion-net-income-and-maia-is-the-bet The Inference en 2026-10-23T16:25:26.007Z Microsoft's $41 billion capex quarter tops its $35.8 billion net income, and Maia is the bet https://theinference.org/article/suno-and-udio-demand-streaming-data-that-could-price-a-9-billion-ai-music-damages-fight The Inference en 2026-10-23T16:24:26.201Z Suno and Udio demand streaming data that could price a $9 billion AI music damages fight https://theinference.org/article/riot-platforms-9-1-billion-ai-lease-rests-on-a-bridge-loan-expiring-december-31 The Inference en 2026-10-23T16:23:26.120Z Riot Platforms' $9.1 billion AI lease rests on a bridge loan expiring December 31 https://theinference.org/article/sprinklr-rose-17-on-salesforce-s-47-50-braze-deal-sprinklr-grew-1-braze-grew-26 The Inference en 2026-10-23T16:22:25.944Z Sprinklr rose 17% on Salesforce's $47.50 Braze deal, but grew 1% while Braze grew 26% https://theinference.org/article/nasa-s-safety-panel-counts-22-tanker-flights-for-spacex-s-starship-musk-says-6-to-8-blue-origin-waits The Inference en 2026-10-23T16:21:26.141Z NASA's safety panel counts 22 tanker flights for SpaceX's Starship; Musk says 6 to 8, Blue Origin waits https://theinference.org/article/intuitive-surgical-to-pay-450-million-to-settle-hospitals-antitrust-suit-revenue-per-procedure-falls-3-5 The Inference en 2026-10-23T16:20:26.101Z Intuitive Surgical to pay $450 million to settle hospitals' antitrust suit; revenue per procedure falls 3-5% https://theinference.org/article/reservoir-media-sues-suno-for-186-million-and-anthropic-for-151-million-over-ai-music-training The Inference en 2026-10-23T16:19:25.966Z Reservoir Media sues Suno for $186 million and Anthropic for $151 million over AI music training https://theinference.org/article/accenture-re-rated-from-9-8-to-18-6-times-earnings-as-its-asia-pacific-co-ceo-sold-1-4-million The Inference en 2026-10-23T16:18:36.875Z Accenture re-rated from 9.8 to 18.6 times earnings as its Asia-Pacific co-CEO sold $1.4 million https://theinference.org/article/tempus-ai-banks-192-5-million-from-bms-and-55-million-of-it-goes-through-a-related-party The Inference en 2026-10-23T16:17:26.193Z Tempus AI banks $192.5 million from BMS, and $55 million of it goes through a related party https://theinference.org/article/cloudflare-takes-over-the-compiler-ai-agents-check-their-code-with The Inference en 2026-10-23T16:16:26.227Z Cloudflare takes over the compiler AI agents check their code with https://theinference.org/article/nielsen-s-2-15-billion-doubleverify-deal-is-6-cents-from-done-14-demand-letters-two-suits The Inference en 2026-10-23T15:56:26.106Z Nielsen's $2.15 billion DoubleVerify deal is 6 cents from done; 14 demand letters, two suits https://theinference.org/article/comfort-systems-grew-revenue-53-7-backlog-nearly-doubled-to-17-8-billion-and-the-stock-fell The Inference en 2026-10-23T15:55:26.063Z Comfort Systems grew revenue 53.7%, backlog nearly doubled to $17.8 billion, and the stock fell https://theinference.org/article/at-t-s-copper-exit-frees-power-for-data-centers-while-911-systems-fail-on-the-wire-it-leaves-behind The Inference en 2026-10-23T15:54:25.984Z AT&T's copper exit frees power for data centers while 911 systems fail on the wire it leaves behind https://theinference.org/article/backblaze-s-ai-traffic-hit-a-record-while-the-stock-fell-32-to-8-63-q3-report-due-november-2 The Inference en 2026-10-23T15:50:25.985Z Backblaze's AI traffic hit a record while the stock fell 32% to $8.63; Q3 report due November 2 https://theinference.org/article/bloom-energy-sold-a-record-1-24-billion-of-fuel-cells-and-still-used-cash-doing-it The Inference en 2026-10-23T15:48:26.021Z Bloom Energy sold a record $1.24 billion of fuel cells and still used cash doing it https://theinference.org/article/western-digital-bets-on-denser-drives-not-more-factories-as-toshiba-doubles-output The Inference en 2026-10-23T15:40:26.096Z Western Digital bets on denser drives, not more factories, as Toshiba doubles output https://theinference.org/article/circle-shareholder-sues-trump-over-2-5-billion-of-uae-money-behind-stablecoin-rival-usd1 The Inference en 2026-10-23T15:28:25.804Z Circle shareholder sues Trump over $2.5 billion of UAE money behind stablecoin rival USD1 https://theinference.org/article/a-stolen-ssn-pinned-a-1-000-scam-on-the-wrong-woman-block-settled-cash-app-fraud-claims-for-12-million The Inference en 2026-10-23T15:19:25.784Z A stolen SSN pinned a $1,000 scam on the wrong woman; Block settled Cash App fraud claims for $12 million https://theinference.org/article/palantir-pays-prime-contractor-prices-in-washington-while-europe-s-armies-say-no The Inference en 2026-10-23T15:18:25.716Z Palantir pays prime-contractor prices in Washington while Europe's armies say no https://theinference.org/article/zscaler-hit-the-street-s-233-target-before-its-new-sales-chief-reported-a-quarter The Inference en 2026-10-23T15:16:25.799Z Zscaler hit the Street's $233 target before its new sales chief reported a quarter https://theinference.org/article/super-micro-s-4-billion-beat-is-real-only-if-the-cash-shows-up-on-november-3 The Inference en 2026-10-23T15:14:25.963Z Super Micro's $4 Billion Beat Is Real Only If the Cash Shows Up on November 3 https://theinference.org/article/calpers-cut-its-magnificent-seven-stake-26-while-blackrock-s-fink-counts-on-index-buyers-who-cannot-leave The Inference en 2026-10-23T15:11:25.685Z Calpers cut its Magnificent Seven stake 26% while BlackRock's Fink counts on index buyers who cannot leave https://theinference.org/article/fort-bend-offered-tesla-35-years-of-tax-breaks-for-a-plant-tesla-hasn-t-chosen The Inference en 2026-10-23T15:10:25.744Z Fort Bend offered Tesla 35 years of tax breaks for a plant Tesla hasn't chosen https://theinference.org/article/a-compounded-zepbound-recall-hands-eli-lilly-its-exhibit-as-a-fifth-of-us-glp-1-users-take-copies The Inference en 2026-10-23T15:09:25.689Z A compounded Zepbound recall hands Eli Lilly its exhibit as a fifth of US GLP-1 users take copies https://theinference.org/article/microsoft-s-next-xbox-is-projected-at-1-200-to-1-800-cloud-gaming-now-bills-3-99-per-10-hours The Inference en 2026-10-23T15:08:25.764Z Microsoft's next Xbox is projected at $1,200 to $1,800; cloud gaming now bills $3.99 per 10 hours https://theinference.org/article/volvo-hands-aurora-the-driverless-flag-six-days-before-the-80-million-test The Inference en 2026-10-23T15:07:25.698Z Volvo hands Aurora the driverless flag six days before the $80 million test https://theinference.org/article/fleets-got-ai-agents-from-samsara-and-motive-this-month-and-nobody-has-quoted-a-price The Inference en 2026-10-23T15:06:25.855Z Fleets got AI agents from Samsara and Motive this month, and nobody has quoted a price https://theinference.org/article/doordash-s-dashos-owns-the-restaurant-s-customer-data-as-fee-cutting-rivals-circle The Inference en 2026-10-23T15:05:26.046Z DoorDash's DashOS owns the restaurant's customer data as fee-cutting rivals circle https://theinference.org/article/a-second-tesla-full-self-driving-crash-in-nine-days-this-one-fatal-lands-on-the-december-cybercab-date The Inference en 2026-10-23T14:56:25.846Z A second Tesla Full Self-Driving crash in nine days, this one fatal, lands on the December Cybercab date https://theinference.org/article/ss-c-s-ceo-dared-anyone-to-rebuild-geneva-with-ai-in-two-weeks-his-blue-prism-unit-shrank-4-5-organically The Inference en 2026-10-23T14:52:25.743Z SS&C's CEO dared anyone to rebuild Geneva with AI in two weeks; his Blue Prism unit shrank 4.5% organically https://theinference.org/article/fifa-puts-the-2030-world-cup-on-the-market-and-netflix-is-interested-while-cutting-costs The Inference en 2026-10-23T14:51:25.791Z FIFA puts the 2030 World Cup on the market, and Netflix is interested while cutting costs https://theinference.org/article/veeva-sells-ai-flat-and-iqvia-s-seven-month-clock-starts-the-test The Inference en 2026-10-23T14:46:25.724Z Veeva sells AI flat, and IQVIA's seven-month clock starts the test https://theinference.org/article/nine-hundred-robotaxis-later-los-angeles-uber-drivers-are-working-17-8-fewer-hours The Inference en 2026-10-23T14:33:28.164Z Nine hundred robotaxis later, Los Angeles Uber drivers are working 17.8% fewer hours https://theinference.org/article/uber-gave-30-000-workers-an-ai-agent-and-kept-the-price-a-secret The Inference en 2026-10-23T14:28:25.795Z Uber gave 30,000 workers an AI agent and kept the price a secret https://theinference.org/article/life-insurers-bought-85-billion-of-ai-credit-and-moody-s-says-it-undercounts The Inference en 2026-10-23T14:20:25.721Z Life insurers bought $85 billion of AI credit, and Moody's says it undercounts https://theinference.org/article/celestica-fell-43-from-its-peak-on-no-news-and-the-verdict-lands-monday The Inference en 2026-10-23T14:19:25.604Z Celestica fell 43% from its peak on no news, and the verdict lands Monday https://theinference.org/article/tractian-s-1-4-billion-round-prices-physical-ai-at-14-times-revenue The Inference en 2026-10-23T14:18:25.696Z Tractian's $1.4 billion round prices physical AI at 14 times revenue https://theinference.org/article/coca-cola-hands-omnicom-800-million-of-north-america-media-wpp-keeps-the-4-billion-global-account The Inference en 2026-10-23T14:17:25.687Z Coca-Cola hands Omnicom $800 million of North America media; WPP keeps the $4 billion global account https://theinference.org/article/the-claude-fee-turns-ai-inside-salesforce-into-a-line-item-customers-can-cap The Inference en 2026-10-23T14:16:25.714Z The Claude Fee Turns AI Inside Salesforce Into a Line Item Customers Can Cap https://theinference.org/article/nvidia-backed-its-own-ai-customers-with-more-than-170-billion-81-run-gpus-at-half-capacity The Inference en 2026-10-23T14:15:25.727Z Nvidia backed its own AI customers with more than $170 billion; 81% run GPUs at half capacity https://theinference.org/article/china-clears-deepseek-and-minimax-to-license-ai-abroad-while-150-billion-sits-in-the-red The Inference en 2026-10-23T14:14:25.749Z China clears DeepSeek and MiniMax to license AI abroad while $150 billion sits in the red https://theinference.org/article/united-microelectronics-cfo-s-stake-fell-28-4-in-september-insiders-sold-526-million-and-bought-nothing The Inference en 2026-10-23T14:13:25.644Z United Microelectronics CFO's stake fell 28.4% in September; insiders sold $526 million and bought nothing https://theinference.org/article/lam-research-warned-china-sales-will-fall-qnity-down-9-5-with-china-a-third-of-revenue-reports-nov-4 The Inference en 2026-10-23T14:12:25.713Z Lam Research warned China sales will fall; Qnity, down 9.5% with China a third of revenue, reports Nov. 4 https://theinference.org/article/duke-energy-s-north-carolina-rate-ask-is-cut-in-half-a-42-monthly-credit-for-80-000-homes-ends-dec-31 The Inference en 2026-10-23T14:11:25.737Z Duke Energy's North Carolina rate ask is cut in half; a $42 monthly credit for 80,000 homes ends Dec. 31 https://theinference.org/article/nvidia-names-taiwan-not-china-for-a-15x-optical-capacity-build-eoptolink-fell-12-3-innolight-8-8 The Inference en 2026-10-23T14:10:25.829Z Nvidia names Taiwan, not China, for a 15x optical capacity build; Eoptolink fell 12.3%, Innolight 8.8% https://theinference.org/article/schneider-electric-pays-21x-for-ptc-while-autodesk-trades-at-6-6x-sales-its-cheapest-in-40-quarters The Inference en 2026-10-23T13:49:25.327Z Schneider Electric pays 21x for PTC while Autodesk trades at 6.6x sales, its cheapest in 40 quarters https://theinference.org/article/silicon-motion-fell-15-on-a-memory-rout-q2-revenue-rose-127-and-q3-prints-october-28 The Inference en 2026-10-23T13:47:25.483Z Silicon Motion fell 15% on a memory rout; Q2 revenue rose 127% and Q3 prints October 28 https://theinference.org/article/ibm-paid-11-billion-for-confluent-then-joined-nvidia-s-free-agent-knowledge-foundation The Inference en 2026-10-23T13:41:25.775Z IBM paid $11 billion for Confluent, then joined Nvidia's free Agent Knowledge Foundation https://theinference.org/article/lam-research-beat-estimates-and-still-fell-11-76-kla-s-october-28-print-settles-it The Inference en 2026-10-23T13:20:25.563Z Lam Research beat estimates and still fell 11.76%; KLA's October 28 print settles it https://theinference.org/article/astera-labs-guided-revenue-up-40-insiders-sold-486-million-and-bought-nothing The Inference en 2026-10-23T13:19:25.377Z Astera Labs guided revenue up 40%; insiders sold $486 million and bought nothing https://theinference.org/article/hhs-banned-claude-in-march-its-october-fix-is-a-no-bid-anthropic-award-after-a-1-a-year-run The Inference en 2026-10-23T13:18:25.869Z HHS banned Claude in March. Its October fix is a no-bid Anthropic award after a $1-a-year run https://theinference.org/article/ast-spacemobile-down-47-this-year-faces-a-viasat-fcc-objection-and-four-carriers-weighing-their-own-bid The Inference en 2026-10-23T13:17:25.474Z AST SpaceMobile, down 47% this year, faces a Viasat FCC objection and four carriers weighing their own bid https://theinference.org/article/coreweave-s-funding-gap-goldman-sachs-says-23-billion-bernstein-says-76-billion-bonds-yield-16 The Inference en 2026-10-23T13:16:26.051Z CoreWeave's funding gap: Goldman Sachs says $23 billion, Bernstein says $76 billion, bonds yield 16% https://theinference.org/article/openai-requires-approval-for-platforms-reselling-its-models-effective-november-20 The Inference en 2026-10-23T13:09:25.105Z OpenAI requires approval for platforms reselling its models, effective November 20 https://theinference.org/article/circuit-board-maker-ttm-technologies-beat-every-line-and-still-fell-27-7-on-its-record-quarter The Inference en 2026-10-23T13:04:25.232Z Circuit-board maker TTM Technologies beat every line and still fell 27.7% on its record quarter https://theinference.org/article/china-resources-micro-says-ai-servers-hit-the-power-wall-before-the-gpu-wall-q3-results-oct-30 The Inference en 2026-10-23T13:03:26.464Z China Resources Micro says AI servers hit the power wall before the GPU wall, Q3 results Oct. 30 https://theinference.org/article/spacex-is-negotiating-access-to-80-000-us-cell-sites-crown-castle-rose-9-as-at-t-verizon-and-t-mobile-fell The Inference en 2026-10-23T01:16:44.692Z SpaceX is negotiating access to 80,000 US cell sites; Crown Castle rose 9% as AT&T, Verizon and T-Mobile fell https://theinference.org/article/maxlinear-s-ai-profit-is-real-and-borrowed-infrastructure-revenue-up-210-covenant-cut-to-60-million The Inference en 2026-10-22T23:24:52.400Z MaxLinear's AI profit is real, and borrowed: infrastructure revenue up 210%, covenant cut to $60 million https://theinference.org/article/visa-charges-token-fees-mastercard-does-not-ubs-sizes-the-gap-before-their-oct-27-and-oct-29-earnings The Inference en 2026-10-22T23:20:52.084Z Visa charges token fees Mastercard does not; UBS sizes the gap before their Oct. 27 and Oct. 29 earnings https://theinference.org/article/pg-e-warns-25-000-customers-of-six-month-hookup-delays-as-its-ceo-predicts-a-bailout-case-from-the-regulator The Inference en 2026-10-22T23:08:52.046Z PG&E warns 25,000 customers of six-month hookup delays as its CEO predicts a bailout case from the regulator https://theinference.org/article/meta-lost-145-billion-the-ai-builders-lost-more The Inference en 2026-10-22T21:14:51.073Z Meta lost $145 billion. The AI builders lost more. https://theinference.org/article/sofi-is-paying-4-4-for-the-money-stablecoins-like-circle-s-usdc-hold-for-free The Inference en 2026-10-22T21:13:50.890Z SoFi is paying 4.4% for the money stablecoins like Circle's USDC hold for free https://theinference.org/article/the-earnings-call-never-raised-the-ukraine-throttle-and-buyers-started-pricing-the-off-switch The Inference en 2026-10-22T21:08:53.343Z The earnings call never raised the Ukraine throttle, and buyers started pricing the off switch https://theinference.org/article/opentext-concedes-the-ai-orchestration-layer-its-1-billion-of-new-debt-costing-6-70-to-7-15 The Inference en 2026-10-22T19:03:50.082Z OpenText concedes the AI orchestration layer, its $1 billion of new debt costing 6.70% to 7.15% https://theinference.org/article/microsoft-quit-nscale-s-uk-ai-campus-over-power-not-due-until-the-2030s-national-grid-reports-november-5 The Inference en 2026-10-22T19:02:50.337Z Microsoft quit Nscale's UK AI campus over power not due until the 2030s; National Grid reports November 5 https://theinference.org/article/abridge-carries-a-6-69-billion-mark-on-trials-showing-its-scribe-saves-22-minutes-a-day The Inference en 2026-10-22T19:01:50.345Z Abridge carries a $6.69 billion mark on trials showing its scribe saves 22 minutes a day https://theinference.org/article/nvidia-and-mistral-will-publish-the-ai-benchmarks-that-can-reprice-dassault-and-cadence-s-software The Inference en 2026-10-22T19:00:50.230Z Nvidia and Mistral Will Publish the AI Benchmarks That Can Reprice Dassault and Cadence's Software https://theinference.org/article/rbc-cuts-mobileye-to-5-against-an-11-consensus-before-its-october-29-report-with-20-6-of-the-float-short The Inference en 2026-10-22T18:09:48.653Z RBC cuts Mobileye to $5 against an $11 consensus before its October 29 report, with 20.6% of the float short https://theinference.org/article/honeywell-s-first-solo-quarter-proves-the-cost-cut-not-yet-the-autonomy-premium The Inference en 2026-10-22T18:08:48.680Z Honeywell's first solo quarter proves the cost cut, not yet the autonomy premium https://theinference.org/article/jane-street-and-citadel-each-crossed-5-of-cipher-digital-in-the-week-it-sold-850-million-of-0-notes The Inference en 2026-10-22T18:07:48.688Z Jane Street and Citadel each crossed 5% of Cipher Digital in the week it sold $850 million of 0% notes https://theinference.org/article/carrier-bets-600-million-that-its-factories-not-ai-demand-are-the-bottleneck The Inference en 2026-10-22T18:06:48.532Z Carrier Bets $600 Million That Its Factories, Not AI Demand, Are the Bottleneck https://theinference.org/article/nordic-semiconductor-s-record-235-million-quarter-falls-1-82-as-google-and-synaptics-target-its-sockets The Inference en 2026-10-22T18:05:48.747Z Nordic Semiconductor's record $235 million quarter falls 1.82% as Google and Synaptics target its sockets https://theinference.org/article/trane-buys-its-own-coil-supplier-the-day-nvidia-promises-near-zero-water-ai-factories The Inference en 2026-10-22T17:30:48.447Z Trane buys its own coil supplier the day Nvidia promises near-zero-water AI factories https://theinference.org/article/apple-to-block-identity-servers-on-iphones-the-ftc-leashed-publicis-s-2-2-billion-liveramp-purchase The Inference en 2026-10-22T17:29:48.393Z Apple to block identity servers on iPhones; the FTC leashed Publicis's $2.2 billion LiveRamp purchase https://theinference.org/article/corning-just-bet-585-million-that-the-ai-fiber-shortage-lasts-for-years The Inference en 2026-10-22T17:28:48.565Z Corning just bet $585 million that the AI fiber shortage lasts for years https://theinference.org/article/visa-s-china-approval-was-a-xi-trump-summit-concession-beijing-says-a-real-license-is-years-away The Inference en 2026-10-22T17:27:49.202Z Visa's China approval was a Xi-Trump summit concession, Beijing says; a real license is years away https://theinference.org/article/brussels-says-kkr-misled-it-to-clear-the-24-7-billion-telecom-italia-network-deal-kkr-denies The Inference en 2026-10-22T17:25:48.602Z Brussels says KKR misled it to clear the $24.7 billion Telecom Italia network deal; KKR denies