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October 28, 2026, 3:15 AM
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Kai Nicol-Schwarz / CNBC:
AMD says it will invest $1B in Meta's equity offering, its first Helios rackscale systems are installed at Meta, and its EPYC CPUs power Meta's Muse AI agent  —  Nvidia and Advanced Micro Devices have said they will invest a total of $4 billion in Meta after the social media …
Jenny Lee / CNBC:
SK Hynix reports Q3 revenue up 328% YoY to ~$78.8B, vs. ~$74.07B est., and operating profit up 632% to ~$62.76B, vs. ~$57.78B est.  —  Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.
Jay Peters / The Verge:
Google DeepMind launches Genie 4, a world model powered by Gemini 3.8 Flash designed to generate interactive AI simulations, in preview first to trusted testers  —  The Genie 4 world model offers more realism and can create audio to accompany its interactive worlds.
Mark Gurman / Bloomberg:
Source: Apple has discussed charging $2,899 for the 14-inch MacBook Pro with an OLED XDR touch screen and M5 Pro chip, $400 more than the current M5 Pro model  —  Apple Inc., after successfully betting this month that consumers are willing to pay $2,000 or more for a foldable iPhone …
Lauren Forristal / TechCrunch:
Discord says it will let public-channel messages from servers listed in Server Discovery appear in web search from mid-December; admins and members can opt out  —  Discord announced on Tuesday it will make some conversations in its public servers searchable and easier to find on the internet.
Anthropic:
Anthropic details early drug development work with six partners and says it has acquired Mithril, a one-person company working on muscular dystrophy  —  There are many opportunities to speed up drug development, even beyond the most commonly discussed applications of AI, like proposing initial designs for new molecules.
Jesse Hamilton / CoinDesk:
The CFTC files a legal challenge to block Utah's attempt to restrict prediction market betting, asserting it is the sole US regulator of prediction markets  —  The U.S. agency that oversees derivatives has filed a federal legal challenge to halt Utah's attempt to stop prediction market betting in its state …
Felix Rieseberg:
An Anthropic hiring manager says he stopped giving coding interviews because Claude is better at them and tells junior engineers that “hunger beats tenure”  —  This month, I laid the traditional coding interview to rest.  As a hiring manager at Anthropic, I stopped asking candidates to do them.
Wall Street Journal:
Anthropic's S-1 implies a $40T+ annual TAM based on knowledge work's economic value in 2025, topping SpaceX's $28.5T estimate, without explicitly naming TAM  —  The company's estimated market opportunity, tied to the economic value of work produced by knowledge workers, tops SpaceX's enormous figure from earlier this year
Stephanie Palazzolo / The Information:
Anthropic's S-1 shows an 85% gross margin in H1 from running its models, a reality check for skeptics who said pay-as-you-go model sales wouldn't be profitable
Reuters:
Sources: CXMT plans to start HBM3E production despite yields of just 20% to 30%; its HBM3E performance is closer to that of SK Hynix's previous-gen HBM3 chips  —  China's CXMT plans to start production of HBM3E, an advanced type of high-bandwidth memory chip used with AI processors …
More: Finimize
Annie Palmer / CNBC:
Memo: Amazon says measuring AI adoption solely by token usage or code generation is “deeply flawed,” as it discourages staff from tokenmaxxing  —  Amazon laid out its AI usage guidelines for software engineers in a memo to staffers, and discouraged employees from turning to …
Valida Pau / The Information:
Sources: chipmaker Onsemi is in talks to acquire 16-year-old chip startup Ferric for ~$1B; PitchBook: Ferric last raised a $32.1M Series C in December 2024  —  Semiconductor component maker Onsemi has been discussing an acquisition of 16-year-old chip startup Ferric for close to $1 billion …
Rashi Shrivastava / Forbes:
Infisical, which helps companies use AI agents without handing over their private credentials, raised a $40M Series B led by Elad Gil at a $600M valuation  —  Infisical is helping companies like Airbus and Volkswagen use agents without handing over their private credentials.
Anthony Hughes / Bloomberg:
Sources: Meta's $25B share sale was oversubscribed 5x as it seeks $98B for AI spending; the 15 largest investors in the sale accounted for ~70% of shares  —  Meta Platforms Inc.'s upsized $25 billion share sale attracted demand for about five times the available shares …
Reuters:
Robinhood reports Q3 revenue up 12% YoY to $1.42B, in line with est., crypto revenue down 55% to $120M, and profit down 14% to $476M; HOOD drops 7%+ after hours  —  Robinhood Markets (HOOD.O) reported a drop in third-quarter profit on Tuesday as slower cryptocurrency trading weighed on growth …
New York Times:
How Silicon Valley billionaires raised $333M+ to try to defeat a 5% California wealth tax; Patrick Collison's $33M is his most serious campaign engagement yet  —  Every Tuesday for the last few months, two dozen of the world's richest people or their advisers hop onto a conference call and plan for war.
Nikkei Asia:
Sources: Fujifilm plans to increase magnetic tape production capacity fivefold to meet AI-driven storage demand, its biggest production expansion in ~20 years  —  TOKYO — Fujifilm will raise production capacity for magnetic tape fivefold to meet artificial-intelligence-driven demand …
Zoho:
Pro Tips: 5 ways to keep your OKR rollout on track past the three-month mark  —  Three months into an OKR rollout is when the cracks appear.  Manual tracking stalls, CRM data and strategic goals drift apart, and missed targets catch leaders by surprise.  The good news is that these problems …
Sponsor Post
Nikkei Asia:
Industry insiders say PCBs and chip substrates are key supply constraints for consumer electronics makers as AI demand increasingly eats up production capacity  —  TAIPEI — As executives at PC makers, including HP and Dell, map out their supply needs for 2027, a mundane component has emerged as an unlikely concern.
Nikkei Asia:
Sources: HP, Asus, and Acer are shifting some PC production from Thailand and Vietnam back to China amid rising component costs; Dell is mulling a similar move  —  TAIPEI — Leading PC makers, including HP of the U.S. and Asus and Acer of Taiwan, are combating soaring component costs by shifting …
Apple:
Apple unveils a 14" MacBook Pro with an M6, which has a 12-core CPU and a 12-core GPU, 16GB or 32GB of unified memory, and Wi-Fi 7, for $1,999+ from November 6  —  Supercharged by M6, the 14-inch MacBook Pro features incredible performance and next-level AI capabilities, enhanced connectivity …
Apple:
Apple updates the 24-inch iMac with an M6, which has up to a 12-core CPU and up to a 12-core GPU, and a dual 16-core Neural Engine, for $1,499+ from November 6

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Zoho:
Pro Tips: 5 ways to keep your OKR rollout on track past the three-month mark  —  Three months into an OKR rollout is when the cracks appear.  Manual tracking stalls, CRM data and strategic goals drift apart, and missed targets catch leaders by surprise.
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Newest

New York Times:
How Silicon Valley billionaires raised $333M+ to try to defeat a 5% California wealth tax; Patrick Collison's $33M is his most serious campaign engagement yetFind
41 minutes ago
Jesse Hamilton / CoinDesk:
The CFTC files a legal challenge to block Utah's attempt to restrict prediction market betting, asserting it is the sole US regulator of prediction marketsFind
51 minutes ago
Simon Sharwood / The Register:
SK Hynix expects memory shortages to persist through at least 2030; it has long-term deals with 14 major buyers for 50%+ of its output in 2027 and 2028Find
73 minutes ago
Financial Times:
Sources: TPG is in talks to acquire UK-based Ark Data Centres, which operates 27 data centers in the UK and Belgium, from Elliott Management at a ~$5B valuationFind
86 minutes ago
Nikkei Asia:
Industry insiders say PCBs and chip substrates are key supply constraints for consumer electronics makers as AI demand increasingly eats up production capacityFind
1½ hours ago
Reuters:
Sources: CXMT plans to start HBM3E production despite yields of just 20% to 30%; its HBM3E performance is closer to that of SK Hynix's previous-gen HBM3 chipsFind
2 hours ago
Priyanka Salve / CNBC:
Jio Platforms, India's largest telecom and digital services company, rose 21.4% in its trading debut after raising ~$3.2B in the country's largest IPOFind
2 hours ago
Full Time-Sorted List

From Mediagazer

Savannah Walsh / Vanity Fair:
A profile of Wren Woodson and Mabel Kabani, ex-60 Minutes staffers whose Gen Z news startup Newsgirls has ~500K followers across Instagram, YouTube, and TikTok

Julia Moskin / New York Times:
A profile of Tini Younger, 24, TikTok's top woman chef with 12.5M followers, who is publishing a cookbook for Gen Z, the age group least likely to cook at home

Ted Johnson / Deadline:
Kevin Delaney, co-founder of Quartz and Charter, has been tapped by NBC News to be head of digital content and subscription, a newly created role

More News

Priyanka Salve / CNBC:
Jio Platforms, India's largest telecom and digital services company, rose 21.4% in its trading debut after raising ~$3.2B in the country's largest IPO
Dell Cameron / Wired:
Letter: two Democratic senators allege the Trump administration withheld a secret FISC ruling on search filters that let analysts access Americans' messages

Earlier Picks

Seema Mody / CNBC:
Oracle adds ChatGPT and Codex to its app stack and expands Oracle Cloud Infrastructure lineup with Google TPUs, OpenAI's Jalapeño chip, and Cerebras hardware
Emma Roth / The Verge:
Apple adds a beta AI assistant built on Apple's and OpenAI's models to Keynote, Pages, Numbers, and Logic Pro, plus MCP support to Keynote, Pages, and Numbers
Bloomberg:
Anduril and Qualcomm unveil BlueChip, a line of laptops designed and assembled in the US for defense and government; Anduril will begin taking orders in 2027
Raphael Satter / Reuters:
Sources: Trend Micro's TrendAI found Israeli adtech company Discover-Tech heavily targeted Starlink users in 100+ countries, likely to geolocate or surveil them
Wall Street Journal:
Sources: Broadcom CEO Hock Tan held 11th-hour talks and agreed to higher rates and loan guarantees to secure bank participation in the $63B Anthropic debt deal
Bloomberg:
Microsoft offers buyouts to ~60K workers, including at a VP level and below across the US, Canada, India, and the UK; its headcount at the end of June was 223K
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