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October 28, 2026, 8:15 AM
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| Jenny Lee / CNBC: |
SK Hynix reports Q3 revenue up 328% YoY to ~$78.8B, above ~$74.07B est., and operating profit up 632% to ~$62.76B, above ~$57.78B est. and a company record — Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.
More: SK hynix Newsroom, CoinDesk, SK hynix Inc., Fortune, Quartz, Dow Jones Newswires, 24/7 Wall St., Taipei Times, Wall Street Journal, The Asia Business Daily, Seoul Economic Daily, Nikkei Asia, Reuters, Korea JoongAng Daily, The Korea Times, Culpium, and Finimize
X: @jukan05, @andrewcurran_, @firstadopter, @jukan05, @skhynix, and @tculpan. Mastodon: @carnage4life@mas.to
Forums: r/LocalLLaMA and r/wallstreetbets
| Simon Sharwood / The Register: |
More: 9to5Mac, MarketWatch, Neowin, Yahoo Finance, Inven Global, Wccftech, Seoul Economic Daily, and Bloomberg Law
| Kwanwoo Jun / Wall Street Journal: |
| 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 …
More: AMD Newsroom, 24/7 Wall St., Storyboard18, Investing.com, Shacknews, The Information, SiliconANGLE, Yahoo Finance, The American Bazaar, Fierce Network, Investor's Business Daily, Barron's Online, PC Gamer, and Wccftech
X: @sasamarinkovic, @treasureh8nter, @firstadopter, @stocksavvyshay, @amd, @patrickmoorhead, and @tradingthomas3
Forums: r/technology and r/NvidiaStock
| Anthony Hughes / Bloomberg: |
More: 24/7 Wall St., WinBuzzer, Quartz, The Asia Business Daily, and Wall Street Journal
X: @amitisinvesting, @jrichlive, @stanphylcap, @davidlee, and @stockmktnewz
| 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| 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.
More: Pharmaceutical Technology, WinBuzzer, 1Anthropic, The Neuron, The Information, RuntimeWire, Blockchain.News, and Unite.AI
X: @prof_oak_, @anthropicai, @kimmonismus, @jack_raines, @blueemi99, @andrewcurran_, @rtcgpt, @prathkum, @constantinfleck, @yuchenj_uw, @sinahartung, @cgtwts, @jicapal, @samuel_stanton_, @tmtlongshort, @bethh404, @awrigh01, @paraschopra, @lebas_janney, @arnavmehta3, @petergostev, @tokengremlin, @chrisgpt, @apples_jimmy, @tmtlongshort, @imjustnewatai, and @eric_kabrams
Forums: Hacker News, r/accelerate, r/biotech, r/technology, and r/singularity
| 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.
More: Discord Blog, Cointelegraph, Kotaku, VideoCardz.com, Mashable, CyberInsider, Digital Trends, Android Authority, TheGamer, Cyber Security News, Engadget, Rock, Paper, Shotgun, PC Gamer, and IGN
X: @dexerto, @lilithlovett, @potatomcwhiskey, @notexttospeech, @uncle_deluge, @motion_viz, @luciascarlet, @nerdyomniman, @smokeystack_, @rkrigney, @archer_uwu, @givnerariel, @weaponscientist, @hsvsphere, @vxunderground, @theracerjay2, @foilmanhacks, @rekdt, @afrokami, @adhdwonderwoman, @stickydacat, @rhyssullivan, @advaithj1, and @discord. Forums: r/technology
| 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 …
More: 9to5Mac, MacRumors, Macworld, Tom's Guide, Daring Fireball, Appleosophy, The Korea Herald, iThinkDifferent, Gizmodo, AppleInsider, iClarified, iPhone in Canada, Digital Trends, and The Apple Post
X: @markgurman, @markgurman, @oscargws, @trentonstech, @parkerortolani, @vadimyuryev, and @markgurman
Forums: r/technology and MacRumors Forums
| Teddy Rosenbluth / New York Times: |
Lawsuit: the parents of a 31-year-old say OpenAI's GPT-4o guided her through an aggressive tapering plan off epilepsy meds, leading to her death in February — The chatbot helped a woman taper off a lifesaving drug and hide the plan from her doctors. — 1.3k
More: Quartz, TechCrunch, AIM, and RuntimeWire
X: @katiemiller, @paultassi, @aakashgupta, @mononymousbutch, @buffetbreaker, @psychunseen, @twinkpummeler, @cameroncorduroy, @the_aiju, and @pblest
Bluesky: @jasonsanford and @kashhill
Forums: r/medicalschool, r/Seattle, r/premed, r/Longreads, and r/longform
| Anthropic: |
Research: professional analysts followed AI agents' randomly assigned “leans” on subjective analytical decisions 86% of the time; 77% used the agents' arguments — Amaç Herdağdelen, Hailey Joren, Alex Tamkin — When experts hand their work to an AI agent …
More: CIO.com, Al Jazeera, Blockchain.News, and Unite.AI
X: @alextamkin, @omarsar0, @tracewoodgrains, @alextamkin, @alextamkin, @alextamkin, @alextamkin, @alexolegimas, @jankulveit, @alextamkin, @cremieuxrecueil, @paulnovosad, @sc_cath, @alextamkin, @boazbaraktcs, @alextamkin, @provisionalidea, @alextamkin, and @alextamkin
Bluesky: @carnage4life, @emollick, @henryhenryhenry.com, and @davidcrespo
| 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 … | 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.
More: Google DeepMind, Google DeepMind on YouTube, Times of India, Ars Technica, The Indian Express, Google, TechCrunch, Android Authority, The Hindu, Digit, SiliconANGLE, AIM, WinBuzzer, Techstrong.ai, TechEBlog, Gizmodo, and Bloomberg
X: @googledeepmind, @sundarpichai, @googledeepmind, @officiallogank, @shlomifruchter, @emollick, @venturetwins, @benjedwards, @alexolegimas, @poolio, @johnnie, @altryne, @raiahadsell, @autismcapital, @imjustnewatai, @hanna_mao, @emollick, @dr_singularity, @jparkerholder, @scentralized, @iamemily2050, @dhravyashah, @andrewcurran_, @chetaslua, @iterintellectus, @cockerillbill, @statswire, @breezeog1, @mtslive, @drashyakuruwa, @patloeber, @bilawalsidhu, @lexnlin, @alexmichael, @umesh_ai, @hamidofx1, @holynski_, @googleai, @googleai, @synthwavedd, @scaling01, and @dummerspast39
| 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.
More: Business Insider and The Decoder
X: @felixrieseberg, @yuchenj_uw, @amuldotexe, @dabit3, @hesamation, @inomsxbt, @indian_bronson, @rakyll, @lily_gpupoor, @timo_rf, and @paularambles
Forums: Hacker News and Lobsters
| Marissa Newman / Bloomberg: |
AI and cloud cybersecurity startup Upwind Security raised $400M led by Bessemer at a $3.8B valuation, up from $1.5B in January, for $830M in total funding — Upwind Security, a San Francisco-based startup offering cybersecurity for artificial intelligence and cloud applications …
More: Quartz, Pulse 2.0, and Tech Funding News
| 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 …
X: @choblin29 and @validapau
| Ryan Barwick / The Information: |
Source: OpenAI, a major Nvidia customer, plans to buy Google's TPUs; a job listing shows it seeks an engineer to “lead the optimization” of its models on TPUs — OpenAI plans to buy Google's AI chips, according to a person familiar with the matter, in a boost for a rising competitor to OpenAI backer Nvidia.| Chris Welch / Bloomberg: |
Amazon unveils the $500 Echo Show 16, the $200 Echo Time alarm, and the $200+ Alexa Photo Frame, raises smart speaker prices, and previews Alexa Home Map — With its latest devices, including a smart bedside alarm clock, Amazon looks to cement Alexa's presence in every room of the home
More: Gizmodo, The Verge, Engadget, Engadget, The Verge, Engadget, Gizmodo, PCMag, The Verge, TechRadar, Wired, Tom's Guide, About Amazon, About Amazon, About Amazon, and The Deep View
| Rozanna Latiff / Reuters: |
Malaysia says it seized ~$12.11M worth of AI chips this month, as authorities close in on a syndicate suspected of smuggling through the country's main airport — Malaysian customs said on Wednesday that it had seized about 49.5 million ringgit ($12.11 million) worth of advanced artificial intelligence chips …
More: The Information, Associated Press, Silicon Republic, and Malay Mail
| 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 … | 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 valuation — US private capital group in talks with Elliott over what would be among the booming sector's biggest deals this year
More: Reuters
| Anthropic: |
Anthropic expands its US GSA partnership to give federal, state, local, tribal, and territorial governments a 40% discount on Claude, estimated to save $1B — We are expanding our partnership with the General Services Administration (GSA) through a new agreement that gives government partners …
More: The Neuron, Blockchain.News, Unite.AI, and RuntimeWire
| Katherine Hamilton / Wall Street Journal: |
Etsy reports Q3 revenue up 11% YoY to $692.5M, above $668M est., net income of $853.5M after selling Depop, and gross merchandise sales up 9% YoY to $2.65B — The online marketplace operator's revenue rose 11% to 692.5 million in the third quarter — Etsy logged higher sales in the third quarter …
More: Etsy, Inc. and Etsy, Inc.
| Mariella Moon / Engadget: |
Meta quietly launched Waddle World, a Tamagotchi-like, AI pet-rearing game, in the Philippines in September, calling it a “daily journal disguised as a pet” — But it's only available in the Philippines for now. — Looks like a big part of Meta's AI strategy is to rely on … | 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 …
More: About Amazon, Telegraph, Simon Willison's Weblog, Business Today, The Indian Express, PYMNTS.com, and Quartz
X: @ryansdwilson, @kylebrussell, @anujrathi, @danveloper, @rhoml, @sarutule, @jordachep, and @chrislciaba
Forums: r/theprimeagen, r/AIBubble, and r/technology
| Dawn Kopecki / Reuters: |
Email: a hacker attack forced the FEC to temporarily take its filing system offline around 10pm ET on Monday, blocking groups from submitting reports — The US Federal Election Commission's website was targeted by a hacker or hackers, according to an email seen by Reuters … Sponsor Posts
Command Line:
Cheap code, precious trust: Code modernization at scale — The promise—and challenges—of agentic software engineering, from large-scale code migration to language modernization.
Cheap code, precious trust: Code modernization at scale — The promise—and challenges—of agentic software engineering, from large-scale code migration to language modernization.
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