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November 3, 2026, 1:50 AM
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| Apple: |
Apple reports Q4 revenue up 12% YoY to $114.48B, vs. $113.39B est., China revenue up 21% to $17.5B, vs. $18.9B est., in John Ternus' first earnings report — September quarter records for total company revenue, iPhone revenue, and EPS Services revenue reaches new all-time high CUPERTINO …
More: Daring Fireball, Moneycontrol, Six Colors, Bloomberg, Hindustan Times, The Economic Times, Neowin, Free Press Journal, New York Times, 9to5Mac, Associated Press, Digit, Thurrott, Proactive, Business Insider, iThinkDifferent, MacRumors, Macworld, Cult of Mac, CNBC, iClarified, MobileSyrup, AppleInsider, Barron's Online, RuntimeWire, TheDesk.net, The Verge, New York Post, The Apple Post, MacStories, Quartz, iDrop News, Investor's Business Daily, and Variety
X: @munster_gene, @neilcybart, @markgurman, @markgurman, @caro_milanesi, @economyapp, @asymco, @munster_gene, @rsgnl, @thetranscript_, @rsgnl, and @joannastern. LinkedIn: Emil Protalinski. Forums: r/wallstreetbets
| Marcus Mendes / 9to5Mac: |
Apple Q4: iPhone up 17% YoY to $57.58B, vs. $56.54B est., Mac up 24% to $10.8B, iPad down 10% to $6.2B, and Wearables, Home, and Accessories down 8% to $8.3B — Apple sees Q4 revenue climb 12% year over year — Last year, for its fourth fiscal quarter, Apple reported $102.47 billion in revenue … | Sarah Perez / TechCrunch: |
More: Business Standard, Gizmodo, AppleInsider, Seoul Economic Daily, The Verge, and PCMag
| Rikiya Takehi: |
Researchers say LLMs can be good at natively reading and writing neural network weights; GPT-6 Astra edited Qwen3.5-0.8B's weights to make it better at math — TL;DR … If you were asked to handcraft a neural network that plays Go, what would you do? If you were handed raw neural network weights …
More: seangoedecke.com, AIM, RuntimeWire, and VentureBeat
X: @kimmonismus, @rikiyatakehi, @yuchenj_uw, @tenobrus, @lateinteraction, @ramez, @tszzl, @a1zhang, @tunguz, @dejavucoder, @yoavgo, @pavel23, @emollick, @jayden_teoh_, @andrewcurran_, and @0xshai. LinkedIn: John Renaldi
Bluesky: @esqueer.net and @philpax.me
| Bailey Lipschultz / Bloomberg: |
S-1 update: Anthropic reports Q3 revenue up 12x YoY to nearly $17B, a $23.3B net loss, up from $12.1B in Q3 2025, and operating expenses up 292% YoY to $17.5B — Anthropic PBC disclosed a twelve-fold increase in quarterly revenue while revealing that it intends to spend more than $895 billion …
More: SEC.gov, CoinDesk, The Coin Republic, New York Times, The Information, Gizmodo, Pulse 2.0, SiliconANGLE, Reuters, Associated Press, Channel NewsAsia, Unite.AI, New York Post, Wall Street Journal, The Verge, and NewsMax.com
X: @wallstengine, @southernvalue95, @andrewcurran_, @deredleritt3r, @arakharazian, @jamestitcomb, @garymarcus, @zerohedge, @theobearman, @zerohedge, @jamestitcomb, @shanumathew93, @andrewcurran_, @lipko, @jasonlk, @deitaone, @krishnanrohit, @peterwildeford, @phithetasigma, @shiringhaffary, @andrewcurran_, @mikeisaac, @davidzmorris, @thetranscript_, @negligible_cap, and @rebeccatorrenc5. LinkedIn: Ignacio De Paz
Forums: Hacker News and r/technology
| Ashley Capoot / CNBC: |
Amended S-1: Anthropic says it has purchased commitments and lease agreements of $895.4B, “substantially all of which is related to compute and infrastructure” — Anthropic reported updated financials as part of an amended Form S-1 filing with the Securities and Exchange Commission on Monday …
More: Tech Policy Press, Financial Times, Business Insider, Social Media Today, Motley Fool, Michael Tsai, Chip Briefing, The Asia Business Daily, The Register, Hindustan Times, Bloomberg, Quartz, and AIM
Bluesky: @mattmcneilshow. Forums: Hacker News, r/Anthropic, r/business, r/StockMarket, r/wallstreetbets, and r/BetterOffline
| Yasutaka Tamura / Bloomberg: |
| Julie Bort / TechCrunch: |
Anthropic S-1 claims it may “imminently meet” its RSI threshold and may fail to identify “significant acceleration” in its development until after it's occurred — While much attention has focused on the updated financials Anthropic revealed in its revised S-1A on Monday …
More: Wall Street Journal, Gizmodo, and Latent Space
X: @davidiach, @martin_casado, @kimmonismus, @ramez, @choblin29, and @_nathancalvin. Forums: r/technology
| The Information: |
Salesforce announces plans to acquire Cresta, a provider of AI-powered contact center automation software; source: Salesforce agreed to pay $2.7B for Cresta — Salesforce extended its recent shopping spree, announcing on Monday plans to acquire Cresta, a nine-year-old provider of AI-powered contact center automation software.
| Wall Street Journal: |
Sources: institutional investors told Anthropic that its IPO valuation should be around $1.5T to $1.6T, down from estimates of $2T, citing a tech stock selloff — Institutional investors who plan to buy shares in IPO show concern following a selloff in tech stocks
More: The Business Times
| Financial Times: |
Sources: Nvidia verbally told cloud compute clients to sell 51%+ of their services to non-Chinese companies, imposing new limits on China's access to AI chips — Nvidia is ordering its data centre partners to reduce exposure to Chinese customers in a move that further restrains China's ability …
More: The Information, Bloomberg, and Reuters
| Bruno Ferreira / Tom's Hardware: |
Anthropic confirms new Claude Code limits “to steer it away from recreating someone else's specific game”, saying IP infringement is against its usage policy — Meanwhile, we now have direct reports of reverse engineering efforts being blocked, while online complaints grow.
More: Tom's Hardware, Ars Technica, Mashable, CNET, The New Stack, The Verge, Eurogamer.net, GamesIndustry.biz, Rock, Paper, Shotgun, PCWorld, and IGN
X: @addyosmani, @benjedwards, @orbital_perigee, @a_real_society, @bolyki, @driphacker, @anechoicmedia_, @captgouda24, @sytelus, and @arielkwiat
Forums: Hacker News, r/atrioc, r/ClaudeAI, r/macgaming, r/aiwars, r/LocalLLaMA, r/tomshardware, r/technology, r/accelerate, r/pcmasterrace, and Ars OpenForum
| Jason Shubnell / The Block: |
Brazil's largest crypto exchange Mercado Bitcoin halts withdrawals after a breach involving $46M+ in assets, per Arkham; Tether froze 4.5M+ USDT in response — The exchange paused deposits and withdrawals after the incident, while Tether froze more than 4.5 million USDT linked to the attacker.
More: Chainalysis, Cointelegraph, CryptoSlate, The Record, Bitcoinist.com, Cyber Security News, Protos, Decrypt, Bitcoin Magazine, CoinGape, and crypto.news
X: @paoloardoino, @arkham, and @andyyy
| Samantha Subin / CNBC: |
Palantir reports Q3 revenue up 96% YoY to $2.31B, above $2.18B est., US commercial revenue up 148% YoY to $984M, and raises FY 2026 revenue guidance to ~$8.53B — Palantir beat Wall Street's third-quarter estimates after the bell on Monday, with U.S. commercial revenue topping government … | Aaron Tilley / The Information: |
Sources: Apple is developing a tabletop robot with a 9" screen and a swiveling arm, set for release in 2027 or 2028 for ~$1,000, as John Ternus pushes robotics — Apple's new CEO John Ternus wants the company to get serious about robots, but judging by Apple's plodding progress … | Samantha Kelly / Bloomberg: |
Match Group reports Q3 revenue fell 3% YoY to $891M, below estimates, and total paying users fell 5% to 13.8M; Q4 forecast has adjusted EBITDA below estimates — Match Group Inc. disappointed investors after posting weaker-than-expected quarterly revenue and forecasting adjusted earnings …
Source: Match Group
| Marina Temkin / TechCrunch: |
Trajectory, which is developing AI model post-training tools for nontechnical customers, raised a $45M Series A led by Sequoia at a $300M valuation — Whether developed by OpenAI, Anthropic, or built on open-source alternatives, current AI models share a critical limitation … | OpenAI: |
OpenAI launches the Grid Protectors Program, a US effort for its future data center campuses meant “to reduce electricity demand when the grid is under strain” — Today we're launching the Grid Protectors Program, a national effort to support affordable, reliable electricity …
More: The Verge, The Deep View, New York Post, TechRadar, Business A.M, and Blockchain.News
X: @caseynewton, @quinnypig, and @taylorlorenz
| Aditi Bharade / Business Insider: |
Larridin, which helps companies track how AI affects employee output and identifies areas for better AI adoption, raised a $30M Series A led by Pelion Ventures — Companies went all in on AI this year, and are now reckoning with heavy bills. One startup wants to get under the hood and figure out which ones are worth it.
More: Larridin, SiliconANGLE, and Ventureburn
| Anhata Rooprai / Reuters: |
Marvell agrees to acquire optical components maker Lumentum in a $115B all-stock deal, as it aims to rival Broadcom; Nvidia invested $2B in each company in 2026 — Marvell Technology (MRVL.O) is buying optical components maker Lumentum (LITE.O) in a $115 billion all-stock deal, including debt …
More: Marvell Technology, Inc., The Daily Upside, Bloomberg, CNBC, MarketWatch, Wall Street Journal, New York Times, Vik's Newsletter, SiliconANGLE, Motley Fool, Unite.AI, Capital Brief, Seeking Alpha, Inc.com, ServeTheHome, Axios, Forbes, Yahoo Finance, The Register, International Business Times, Financial Times, and Wall Street Journal
X: @vikramskr, @boringbiz_, @mayazi, @firstadopter, @paradislabs, @jukan05, @patrickmoorhead, @marvelltech, @benbajarin, @damnang2, @benbajarin, @mkfilko, @danprimack, and @aleabitoreddit. LinkedIn: Ariel Serber. Bluesky: @joshsternberg.com
| Ivan Mehta / TechCrunch: |
Email: OpenAI plans to merge ChatGPT's Chat and Work tabs on desktop for select users before rolling it out widely; Codex “will remain a separate experience” — The ChatGPT desktop app can be a confusing piece of software, given that there are ChatGPT and Codex sections, and within the former, there are Chat and Work tabs.| Kelly Cloonan / Wall Street Journal: |
Filings: Oracle is selling $10B in common stock and $10B in bonds, as it rushes to get financing for its data center buildout and chip purchases; ORCL falls 9% — The software company is selling $10 billion in common stock and $10 billion in bonds — Oracle plans to raise $20 billion … | Debby Wu / Bloomberg: |
DeepSeek releases a “creator mode” that allows DeepSeek Harness users to quickly create custom plugins, like a 3D model renderer and a video editing workbench — DeepSeek has unveiled a new option to quickly create custom plugins that help users to tackle a range of complex tasks …
More: DeepSeek Harness, Mashable, Implicator.ai, Quartz, TechNode, and Help Net Security
X: @deepseekharness, @cgtwts, and @ivanfioravanti
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