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Google's Orbital Data Center Satellite Is Online
Google’s Project Suncatcher prototype satellite ran an AI model on a data-center-class TPU in orbit for the first time and sent back a haiku, an early but notable step toward space-based computing.
S&P Cuts Meta's Outlook Over Cash Flow and Capex Concerns
S&P Global Ratings revised Meta’s outlook to negative while affirming its AA- rating, citing negative free cash flow and rising AI capex, even as Meta’s ad-driven revenue grew 26% in the third quarter.
Apple Unveils First Touchscreen MacBook Pro, from $2,899
Apple unveiled its first touchscreen MacBook Pro with a PROLED XDR tandem OLED display and M5 Pro or M5 Max chips. The 14-inch model starts at $2,899 and goes on sale November 6.
Anthropic's IPO Filing Reveals $17B Q3 Revenue and $895B in Purchase Commitments
Anthropic’s amended IPO filing shows about $17 billion in Q3 revenue, a $23.3 billion net loss, and roughly $895 billion in purchase and lease commitments, giving a first official look at a frontier AI lab’s economics.
Microsoft Azure Grows 48% as Contracted Backlog Hits $677B
Microsoft Azure grew 48% and its contracted backlog hit $677 billion, with Microsoft Cloud revenue at $63.9 billion, while a trimmed $170 billion capex forecast reflected GPU delivery delays at third-party providers.
Marvell to Acquire Lumentum in All-Stock Deal at a ~24% Premium
Marvell will acquire Lumentum in a $115 billion all-stock deal at about a 24% premium, but both stocks fell as investors questioned the price and the deal signals consolidation in AI optical networking.
Big Tech Borrows Heavily to Fund AI, Widening Credit Spreads
Microsoft sold $25 billion of bonds, Oracle sold $10 billion, and Meta is marketing at least $20 billion as Big Tech borrows heavily to fund AI, raising concerns about wider credit spreads.
Apple Overtakes Nvidia as the World's Most Valuable Company
Apple closed October 30 worth about $5.03 trillion versus Nvidia’s $4.93 trillion, retaking the title of world’s most valuable company as investors favored lower AI spending commitments.
Nasdaq Slides Into Correction as Chip Stocks Slump
The Nasdaq 100 entered correction on November 2 as the Philadelphia Semiconductor Index fell 3.35% and Microsoft, Apple, and Meta closed lower amid AI spending worries.
Apple Posts Record $114.5B Quarter, but Stock Dips on Weak Margin Outlook
Apple posted record September quarter revenue of $114.5 billion in John Ternus’s first report as CEO, with iPhone up 17% and Mac up 24%, but shares dipped as memory costs weighed on the margin outlook.
Meet TimesFM 3.0: Google's AI Forecasting Model
TimesFM 3.0 is Google Research’s 330-million-parameter foundation model for time series forecasting. Learn how it works, what multivariate forecasting adds, how to use it in BigQuery, and what its license allows.
How to set up OpenAI dots securely: a security-first configuration guide
Learn how to set up OpenAI dots securely by managing app permissions, configuring custom rules, controlling local computer access, securing Slack and texting channels, and testing AI agent activities before granting broader access.