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Techmeme
November 3, 2026, 7:40 AM
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Top News

Apple:
Apple reports Q4 revenue up 12% YoY to $114.48B, above $113.39B est., China revenue up 21% to $17.5B, below $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 …
Dave Lee / Bloomberg:
John Ternus' first earnings call was a timid, scripted affair, as Apple faces a challenging Christmas quarter and a difficult 2027; AAPL falls 4%+ pre-market
Michael Acton / Financial Times:
Apple expects Q1 revenue to rise 7%-10% YoY, above 6% est., and gross margins of 45%-46%, below 47% est., as John Ternus says memory costs are “unprecedented”
Marcus Mendes / 9to5Mac:
Apple Q4: iPhone up 17% YoY to $57.58B, above $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
Ben Schoon / 9to5Google:
Google severs ties with and bans Android TV box maker Videostrong after discovering it intentionally preloaded a malware backdoor to control the XCPE botnet  —  Google has confirmed that an Android TV device maker snuck a backdoor for malware onto certified devices, which is leading …
Julie Bort / TechCrunch:
S-1: Anthropic says 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 …
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
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”
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 …
Gareth Vipers / Wall Street Journal:
OpenAI hires former US Army Secretary Dan Driscoll to oversee national security modernization, as it pushes to secure government contracts and shape policy  —  Driscoll will advise on ways AI could bolster U.S. security capabilities and cyber defenses  —  OpenAI has appointed former U.S …
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 …
Tom Wilson / Financial Times:
The UK NCSC says AI is “transforming cyber operations” and expects China and Russia to “routinely use AI cyber to achieve their geopolitical goals” by 2028  —  Head of National Cyber Security Centre set to warn security defences, particularly for critical infrastructure, are inadequate
Financial Times:
Chainalysis and Elliptic expect North Korean hackers to take months to launder the Binance proceeds, utilizing scripted automation and DeFi lending protocols  —  North Korean hackers are expected to take months to launder the billions of dollars of tokens they stole last week from crypto exchange Binance …
OpenAI:
OpenAI partners with Cathedral to test its security defenses and revamps its Security Bug Bounty program, including quadrupling rewards for critical findings  —  We're planning our next internal security sprint at OpenAI, bringing new researchers and security partners together with our own teams …
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.
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 …
Adriano Marchese / Wall Street Journal:
Shopify reports Q3 revenue up 32% YoY to $3.74B, vs. $3.75B est., GMV up 29% to $119.1B, net income up 75% to $462M, and adjusted EPS of $0.49, above $0.47 est.  —  The ecommerce company's third-quarter revenue rose to $3.74 billion from $2.84 billion  —  Shopify reported higher third-quarter profit …

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This is a Techmeme archive page. It shows how the site appeared at 7:40 AM ET, November 3, 2026.

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From Mediagazer

Thomas Buckley / Bloomberg:
Sources: Disney eyes laying off thousands, asking some managers to target 20% in annual cost savings, which could come from job cuts and expense reductions

Blake Brittain / Reuters:
The NYT, the New York Daily News, and others sue browser maker Brave for allegedly scraping their articles for AI training and letting users bypass paywalls

Laya Neelakandan / CNBC:
Versant reports Q3 revenue down 4% YoY to $1.59B, EPS of $0.34, vs. $0.05 est., platforms revenue up 10%, ad revenue down 5%, and reaffirms its FY 2026 guidance

More News

John Werner / Forbes:
Tutor Intelligence, which trains robot foundation models and builds AI warehouse robots, raised a $75M Series B led by a16z, taking its total funding to $117M

Earlier Picks

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
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”
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
Bloomberg:
Supermarkets in Belgium, Ireland, Sweden, Finland, and Estonia report fridge and freezer temperature spikes due to suspected hacks, echoing attacks in France
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