Suyash Raizada

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 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 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 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 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 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.

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 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.

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 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.

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