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Apple: Apple debuts a touchscreen MacBook Pro with a PROLED XDR tandem OLED display, light-up logo, and M5 Pro or M5 Max; the 14" starts at $2,899, the 16" at $3,399 -
Federico Viticci / MacStories: Apple's touchscreen MacBook Pro is designed for the iPad generation, with an optimized macOS, and the company is right to move on from Steve Jobs' skepticism -
Steven Levy / Wired: John Ternus says the Mac is “first and foremost” a device “built around the trackpad and keyboard”, but sometimes “it's comfortable and handy to have touch” -
Jay Peters / The Verge: Apple says the touchscreen MacBook Pro has a “newly designed hinge” for stability and an “enhanced six-speaker” system; the 14" model is 3lb and the 16" is 4lb -
Sponsor Post Command Line: The new primitives of agentic software delivery — This goes beyond code generation. We're connecting people, AI, and feedback across the software development lifecycle. -
Simon Sharwood / The Register: Google reports Search revenue up 12% YoY to $63.25B in Q3 2026, down from 14.5% in Q3 2025, and attributes the slowdown to “lower monetization” in AI Mode -
Alphabet: Alphabet reports Q3 revenue up 25% YoY to $127.58B, below $128.22B est., and Google Cloud revenue up 103% to $30.7B, above $28.7B est.; GOOG drops 9%+ -
Lauren Forristal / TechCrunch: Google plans to expand “high-quality ads within AI Overviews in AI Mode” into international markets, as growth in its core search ad business slows -
Samantha Subin / CNBC: Alphabet reports Q3 negative free cash flow of $9.07B, worse than expected, capex of $51.36B, below $55.09B est., and keeps its FY capex forecast at $195B-$205B -
Wired: Hackers leak the personal data of 41,000+ DHS employees and contractors, including CBP and ICE agents; DDoSecrets says the data came from DHS' Okta login system -
Wired: Bluesky blocks links to a leaked archive containing personal data of 41,000+ DHS employees and contractors, saying it was “shared without their authorization” -
New York Times: US officials believe Megaspeed executive Alice Huang is a Chinese asset who maintained a close relationship with Jensen Huang to pass intelligence to Beijing -
Microsoft: Microsoft reports Q1 revenue up 19% YoY to $92.28B, above $90.69B est., Azure revenue up 48% to $33.17B, above $32.32B est., and net income up 32% to $36.63B -
Tom Warren / The Verge: Microsoft reports Q1 Xbox hardware revenue down 14% YoY, Xbox content and services revenue down 2%, and Windows OEM and Devices revenue down 22% -
Rebecca Bellan / TechCrunch: Filing: Microsoft recorded $10B in revenue from OpenAI in Q1, nearly 11% of its total quarterly revenue, and has $7.2B in outstanding receivables from OpenAI -
Deborah Sophia / Reuters: Microsoft reports Q1 capex of $45.2B, up from $34.9B in Q1 2025 and below its own $50B projection, and free cash flow of $18.6B, above $8.54B analyst est. -
Bloomberg: Samsung's shares fall up to 6.6%, as a lack of a new shareholder return plan, higher capex, and its chip unit's Q3 profit miss weigh on investor sentiment -
Bloomberg: Samsung expects capex to rise ~60% to ~$63B in 2026, with HBM capacity sold out through 2027 and 10 long-term supply deals secured with key customers -
Jenny Lee / CNBC: Samsung reports Q3 revenue up 127% YoY to a record ~$146.3B and a record operating profit up 783% to ~$80.5B, both meeting est.; chip unit revenue hit ~$110B -
Koray Kavukcuoglu / Google: Google unveils Gemini 4 Carbon, its “strongest model with state-of-the-art cybersecurity” capabilities, ranked #1 on Artificial Analysis' new Intelligence Index -
Reuters: Sources: the US DOJ has inquired about the impact of Nvidia's Hugging Face deal on AI competition, as antitrust enforcers continue to probe Nvidia's conduct -
30 minutes ago Reuters: Sources: the Pentagon is treating the late August freezer malfunctions across 6+ military bases as a suspected cyberattack and is working with French police -
Kali Hays / BBC: Vladimir Putin praises Elon Musk as a “real genius” and says Russia is in “close contact” with Musk and the US to coordinate Rassvet and Starlink satellites -
Ivan Mehta / TechCrunch: Google and Xreal launch the Xreal Aura wired XR glasses, with Android XR and a puck with Snapdragon Reality Elite, for $1,099+ through December, then $1,279+ -
Rolfe Winkler / Wall Street Journal: How surging demand from AI hyperscalers has quintupled flash memory prices and shifted market and negotiating power from Apple to suppliers like Kioxia -
Jamie Hore / This Week in Videogames: Epic Games says it is using AI tools to “develop code and features” for Unreal Engine, including core engine components like the D3D12 rendering layer -
Jonathan Stempel / Reuters: Zillow agrees to pay $212.5M to settle an investor class action over its failed Zillow Offers home-flipping venture, after SCOTUS refused to hear its appeal -
The Information: Sources: DeepSeek and Moonshot AI heavily relied on GPT-6 Astra distillation to train models like Kimi K3.1 Pro and V4.1-Flash 1017, after Anthropic's crackdown -
New! Lauren McCarthy / New York Times: Kalshi raised $1B led by Sequoia and Wellington Management at a $40B valuation, up from a $22B valuation after raising $1B in May, its last raise before an IPO -
Bloomberg: Sources: Marvell is in advanced talks to buy data center optics maker Lumentum, which has an ~$83B market cap; the deal could be announced as soon as next week