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November 3, 2026, 3:40 AM
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| 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 …
More: Fortune, Daring Fireball, Six Colors, Financial Express, Moneycontrol, 9to5Mac, Associated Press, Neowin, Thurrott, MacRumors, The Information, Cult of Mac, iClarified, MobileSyrup, AppleInsider, RuntimeWire, The Verge, iThinkDifferent, New York Post, The Apple Post, MacStories, Quartz, iDrop News, Investor's Business Daily, Variety, and Yahoo Finance
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, AppleInsider, Gizmodo, 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: The Register, seangoedecke.com, Digit, VentureBeat, AIM, and RuntimeWire
X: @alexkrentsel, @kimmonismus, @rikiyatakehi, @yuchenj_uw, @neelnanda5, @tenobrus, @nrehiew_, @lateinteraction, @ramez, @tszzl, @martin_casado, @karenzzhou, @yuchenj_uw, @a1zhang, @tunguz, @dummerspast39, @signulll, @fakepsyho, @dejavucoder, @schmidhuberai, @realastropulse, @lateinteraction, @yoavgo, @arjunjain, @pavel23, @emollick, @jayden_teoh_, @andrewcurran_, and @0xshai. LinkedIn: John Renaldi
Bluesky: @esqueer.net and @philpax.me
| 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, The Neuron, Gizmodo, and Latent Space
| 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, SiliconANGLE, Gizmodo, Pulse 2.0, Associated Press, Reuters, Channel NewsAsia, Unite.AI, New York Post, Wall Street Journal, The Verge, and Bloomberg
X: @southernvalue95, @andrewcurran_, @deredleritt3r, @arakharazian, @jamestitcomb, @garymarcus, @theobearman, @zerohedge, @jamestitcomb, @shanumathew93, @andrewcurran_, @lipko, @jasonlk, @krishnanrohit, @peterwildeford, @phithetasigma, @shiringhaffary, @andrewcurran_, @mikeisaac, @davidzmorris, @thetranscript_, @rebeccatorrenc5, @zerohedge, @wallstengine, @negligible_cap, and @deitaone. 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, MarketWatch, Social Media Today, Motley Fool, Michael Tsai, Chip Briefing, The Asia Business Daily, The Register, Hindustan Times, Bloomberg, and Quartz
Bluesky: @mattmcneilshow. Forums: Hacker News, r/Anthropic, r/business, r/StockMarket, r/wallstreetbets, and r/BetterOffline
| 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
| 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, crypto.news, CryptoSlate, The Record, Cointelegraph, Bitcoinist.com, Cyber Security News, Protos, and Decrypt
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 … | 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, @jeremiahdillon, @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
| 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: Bloomberg, The Information, Reuters, Agence France-Presse, Seoul Economic Daily, and Seeking Alpha
X: @chinabeigebook and @zijing_wu
| 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, MarketWatch, Wall Street Journal, Unite.AI, Inc.com, ServeTheHome, Axios, Forbes, Motley Fool, SiliconANGLE, Capital Brief, Bloomberg, Yahoo Finance, New York Times, Seeking Alpha, Vik's Newsletter, The Register, Financial Times, and Wall Street Journal
X: @vikramskr, @firstadopter, @marvelltech, @jukan05, @paradislabs, @boringbiz_, @patrickmoorhead, @mayazi, @benbajarin, @damnang2, @benbajarin, @mkfilko, @danprimack, and @aleabitoreddit. LinkedIn: Ariel Serber. Bluesky: @joshsternberg.com
| Bloomberg: |
More: WOWTALE, Motley Fool, Bloomberg Law, Forbes Middle East, Seeking Alpha, Reuters, TechCrunch, Finimize, Fierce Network, and Proactive. X: @firstadopter
| 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 … | Jagmeet Singh / TechCrunch: |
Google expands Dreambeans to India, its first market outside the US, offering AI-generated visual stories from users' digital activity in 13 local languages — Google has launched its experimental AI app Dreambeans in India, its first market outside the U.S., as the company looks to tap …
More: Moneycontrol, Digit, The Hindu, Livemint, RuntimeWire, and Unite.AI
| 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 … | David Freedlander / New York Magazine: |
How Alex Bores' Who Decides seeks to make AI safety a standard Democratic position, like being pro-choice, in 2028, as tech-funded rivals vie for influence — In early November, in that exceedingly brief window between the midterm election and presidential-primary season … | 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 … | Bloomberg: |
Supermarkets in Belgium, Ireland, Sweden, Finland, and Estonia report fridge and freezer temperature spikes due to suspected hacks, echoing attacks in France — Supermarkets across Europe were hit by suspected cyberattacks that resulted in sudden changes in the temperatures of their fridges …
More: Reuters, The Guardian, BBC, BelgaShare.be, Associated Press, The Register, Townhall, The Irish Times, New York Times, Sky News, Network World, The Asia Business Daily, SmartCompany, Free Press Journal, Information Age, HotAir, Straight Arrow, Gizmodo, Axios, SupplyChainBrain, Forbes, Reuters, RuntimeWire, Government Technology …, International Business Times, BleepingComputer, and Help Net Security
X: @ferrismattic, @collinslkoh, @cernovich, @cwarzel, @matthew_d_green, @matthew_d_green, @maxekaplan, @richdecibels, @malwaretechblog, @osint613, @warmonitor3, @youranontv, @zackkorman, and @insidergeo
LinkedIn: Luca Collacciani and Nicolas Krassas
Bluesky: @m1ngle, @mktsutherland, @stephenkb, and @henrymance.ft.com. Mastodon: @serghei@mastodon.social
Forums: r/worldnews, r/worldnews, r/europeanunion, r/europe, r/europe, r/UKPreppers, r/eutech, r/cybersecurity, and r/enshittification
| 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: The SaaS News, Larridin, SiliconANGLE, and Ventureburn
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