CoreWeave、Nebius 和 Nscale 近週實際被債券市場拒之門外，貸款方和投資者要求更嚴格條款

Anthropic says a malicious actor used access to Cursor's marketplace to publish a “tampered” copy of the Claude Code extension, which it didn't build or publish — We're working with Cursor on this incident, but it wasn't a compromise of Anthropic's systems or employee laptops. A malicious actor used access to Cursor's marketplace to publish a tampered copy of the Claude Code extension, which we didn't build or publish. The versions on our official channels a...

More:Cursor, Reuters, OpenSourceMalware.com, Motley Fool, The Register, Fast Company, Wired, Ars Technica, The Decoder, and Digit.X:@cursor_ai

Cursor:Security notice — malicious version of Anthropic.claude-code (2.1.312 and 2.1.313) identified in the Cursor VS Code Extension Marketplace

Shubham Kalia / Reuters:Cursor says up to 5,000 users affected by tampered Claude Code extension

OpenSourceMalware.com:Trojanized Claude Code Extension Plants an SSH Backdoor

Justin Pope / Motley Fool:SpaceX is performing across all three businesses

Connor Jones / The Register:Anthropic: That Claude Code extension compromise... couldn't be us

Chris Stokel-Walker / Fast Company:Hackers hijacked a Claude Code extension, exposing yet another new AI security risk

Lily Hay Newman / Wired:A Supply Chain Attack Put Malicious Anthropic Claude Extensions on Thousands of Devices

Dan Goodin / Ars Technica:Anthropic VS code extension on Cursor backdoored for nearly 12 hours

Matthias Bastian / The Decoder:Malicious Claude Code extension in Cursor's marketplace attempted remote access and data theft

Bhaskar Sharma / Digit:Over 5,000 Cursor users at risk! Fake Claude Code extension can steal your data and let hackers control your PC

@cursor_ai:We identified a security incident affecting a modified Claude Code VS Code extension accessed through our Cursor IDE extension marketplace, impacting at most 5,000 users. This malicious version of the extension was not developed by Anthropic. It does not impact other extensions downloaded from the...

Berber Jin / Wall Street Journal:

Sources: OpenAI has secured ~$11B in commitments for its latest funding round, less than half its initial $30B target, and expects to raise more in coming weeks — The ChatGPT maker's latest funding round values it at $1.25 trillion, less than its $1.4 trillion target

Bluesky:@edzitron.com.Forums:Hacker News

Bluesky:

Ed Zitron / @edzitron.com:Less than a month ago, OpenAI was looking to raise “at least” $30 billion at a valuation of $1.4 trillion. — Today it raised $11 billion at $1.25 trillion valuation and faced “tepid” interest from investors. — It is unclear what OpenAI does at this point. That's not even a quarter's compute. …

Forums:

Hacker News:OpenAI raises less than half of $30B target

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Financial Times:

Sources: OpenAI now seeks ~$20B at a $1.25T valuation for its latest round, from $30B at a $1.4T valuation, as some investors cut commitments amid an AI selloff — ChatGPT maker is now seeking about $20bn at a $1.25tn valuation as it tempers its ambitions — OpenAI has slashed the target …

More:CoinDesk, Bloomberg Law, New York Post, Finimize, Reuters, Channel NewsAsia, The Information, and Political.org

X:@edzitron, @wallstengine, @edzitron, @pythiar, @zerohedge, and @stockmktnewz

Bluesky:@nvbinder.io, @brittfar, and @taumuyi

Stephen Alpher / CoinDesk:OpenAI reportedly cuts fundraising and valuation targets amid AI jitters

Yoolim Lee / Bloomberg Law:OpenAI Funding Goal Cut by $10 Billion as AI Stocks Dip, FT Says

Amanda Monahan / New York Post:Bay Area tech exec says it's ‘terrible’ for people to own key piece of PC hardware

Finimize:OpenAI Trimmed Its Fundraising Target By $10 Billion

Reuters:OpenAI cuts funding target by $10 billion: FT

Channel NewsAsia:OpenAI slashes funding target by $10 billion amid tech rout, FT reports

Jemima McEvoy / The Information:OpenAI Lowers Fundraising Target-After Decreasing Possible Valuation

Elena Vasquez / Political.org:OpenAI Cuts Funding Target by $10 Billion to $20 Billion as Tech Stocks Slide

Ed Zitron / @edzitron:This is so bad! Investors don't tend to drop their allocations based on things going well

@wallstengine:OpenAI has cut its fundraising target to $20B from $30B and lowered its target valuation to $1.25T from $1.4T, per FT Some investors reduced commitments amid the AI selloff The initial close is expected to fall short of $20B, with a later offering potentially filling the gap

Ed Zitron / @edzitron:Ed Zitron (@edzitron) on X

@pythiar:If you stick the same multiple on OAI enterprise/API revenue as Ant (which I wouldn't) the big Q becomes what's the call option on consumer worth? Dunno that I'd put that high a mult on it Which means it's worth like $900-1T.

@zerohedge:House of cards now falling apart *OPENAI SLASHES LATEST FUNDING TARGET BY $10B: FT *OPENAI NOW SEEKING ABOUT $20B AT A $1.25T VALUATION: FT Translation: Abu Dhabi passed on $30BN.

Evan / @stockmktnewz:OPENAI HAS REPORTEDLY CUT THE TARGET FOR ITS LATEST FUNDING ROUND BY $10 BILLION It's now looking to raise $20 billion at a $1.25 trillion valuation, down from a plan to raise $30 billion, per the Financial Times

Bluesky:

Natalie V. / @nvbinder.io:Sooner or later it adds up to real money [embedded post]

Mayor Humdouger / @brittfar:Holy shit, Google just easily cleared 80b like 3 weeks ago lmfbo [embedded post]

Tau-Mu Yi / @taumuyi:#Good this is a much needed #correction [embedded post]

Brody Ford / Bloomberg:

Alphabet, Meta, Microsoft, Amazon, and Oracle have a collective $3T+ in AI spending commitments over the coming years, including Alphabet's $1T and Meta's $800B — The five largest players in the data center race have committed more than $3 trillion in spending over the coming years …

More:CIO Dive.X:@rohanpaul_ai, @sensanders, @thestalwart, @humpadumpa_, @skorpien, and @divestech

Makenzie Holland / CIO Dive:Jassy says AWS could hit $1T in revenue in next decade

Rohan Paul / @rohanpaul_ai:Bloomberg: Alphabet, Meta, Microsoft, Amazon and Oracle hold over $3T in future data center commitments, $1.3T of it leases. Alphabet holds more than $1T of that, nearly 8x its total a year earlier, covering technical equipment, energy and leases. Meta follows with $810B, just under half of it ti...

Sen. Bernie Sanders / @sensanders:Companies like Microsoft, Meta, Google, Amazon, SpaceX, Oracle & Nvidia have racked up $3 trillion in debt on a high-stakes gamble on AI. Big Tech Oligarchs: If your AI bet fails, don't come begging to taxpayers. You won't be bailed out — period. End of Discussion.

Joe Weisenthal / @thestalwart:This line of thinking from Cameron Crise is spot on. And yet another example of why the stock market is, in fact, the economy [Sceenshot: “Ask yourself: if Alphabet or Amazon or Meta saw their share prices fall a further 50% from here, do you think they would maintain their AI spending plans? Where would the cash come from? The big five hyperscalers are expected to have negative free cash flow of -$106 billion over the next year. Spacex by itself is forecast to burn through $130 billion of cash in the next twelve months and $230 billion over the next three years. Heaven only knows how much cash Anthropic and OpenAI will go through. ]

Elon Tusk / @humpadumpa_:I don't dislike Bernie, but this is simply untrue and misleading. Their total short and long term future commitments are $3 trillion, including non-AI stuff. Their actual debt and lease liabilities are around $800 billion. Those are two wholly different figures.

Bala / @skorpien:@SenSanders Deal. If they succeed, shut up about raising their taxes. Period. End of discussion.

Dan Ives / @divestech:Our bullishness on tech and AI trade remains unchanged to own the winners on this multi year $3 trillion to $4 trillion spending theme over the coming years...those companies that show monetization and execution will be rewarded, but others penalty box @CNBCClosingBell

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Patturaja Murugaboopathy / Reuters:

Microsoft, Alphabet, Amazon, Meta, and Oracle returned just 9.3% of cash to shareholders in the first three quarters of 2026, a 15-year low amid AI spending — The biggest US technology companies generated record amounts of cash in the first nine months of 2026, yet returned the smallest share …

More:TechCrunch, Finimize, 24/7 Wall St., The Motley Fool, and Barron's Online

X:@notanotherquant, @mauiboymacro, and @garrethmcdaid

Rebecca Bellan / TechCrunch:Cracks are emerging in the AI spending boom

Finimize:Big Tech's AI Spend Is Eating Up Buybacks

Chris Lange / 24/7 Wall St.:Chevron Returned Nearly 150% of Free Cash Flow to Shareholders. Is Its Dividend Safe?

Neil Patel / The Motley Fool:A vote of confidence — Netflix repurchased 63.9 million shares throughout the third quarter.

Adam Clark / Barron's Online:Amazon and Intel Tank the AI Trade. The One Factor Linking Big Tech's Underwhelming Earnings.

@notanotherquant:Q3 is the first quarter that $AMZN, $GOOGL, $META and $ORCL all had negative free cash flow at the same time. In 2024 they mostly paid for the AI buildout with their own cash. In 2025 they added debt. This year Alphabet, Meta and Oracle started selling stock. And free cash flow doesn't show every...

@mauiboymacro:“The squeeze has hit buybacks hardest. The five companies cut repurchases 83% to $13.6 billion, from $81.8 billion a year earlier.” 👇🏼 https://www.reuters.com/... [image]

Garreth McDaid / @garrethmcdaid:Tectonic plates in Big Tech are lurching. On the one hand, AI is eviscerating the skill base and graduate intake, and on the other AI is making operations completely unprofitable. In 10 years, traditional engineers could be coming out of retirement on 7 figure salaries.

CNBC:

Intel stock closed down 28.58% on Friday, its worst day since the 1970s and wiping ~$12B off US government's stake, after issuing weaker-than-expected guidance — Intel shares plummeted 29% on Friday, their worst day since the 1970s, after the chipmaker issued weaker-than-expected guidance due …

More:Quartz, Gizmodo, KDFX-TV, Decrypt, Yahoo Finance, Fast Company, TechCrunch, Newser, and Wall Street Journal

X:@alex_intel_, @litcapital, @joshelman, @jobhakdi, @scottlincicome, @trungtphan, @ericboehm87, @divestech, and @stocksavvyshay

Bluesky:@keepingtherepublic, @ahaberlach, and @kandersen

Forums:r/WallStreetbetsELITE, r/news, r/politics, and r/Economics

Colleen Cabili / Quartz:Intel stock plunges about 30%, Amazon slips as Nasdaq 100 faces loss of over $1.5 trillion

Bruce Gil / Gizmodo:The AI Gold Rush Is Turning Into a Wall Street Bloodbath

KDFX-TV:Nasdaq suffers worst month in over a year as AI nerves roil markets

Jose Antonio Lanz / Decrypt:Intel Stock Suffers Worst Crash in 50 Years as Weak Forecast Overshadows AI Chip Demand

Jose Antonio Lanz / Yahoo Finance:Intel Stock Suffers Worst Crash in 50 Years as Weak Forecast Overshadows AI Chip Demand

Christopher Zara / Fast Company:Tech stocks and crypto are crashing against a perfect storm as markets head for their worst day in months

Julie Bort / TechCrunch:Intel's stock crashes, knocking $12B from government's stake

John Johnson / Newser:Intel's Awful Day Highlights a Brutal Tech Selloff

Ed Ballard / Wall Street Journal:Why Intel Is Down 25% Premarket — Intel is on course for its worst trading day ever …

Alex / @alex_intel_:Should Intel be down a decent bit today? Yes, should it be $64? No Quite the biggest single day overreaction to what Intel singled as a 2-3 quarter problem. Otherwise you wouldn't see such aggressive capacity additions for 27. Intel's total substrate capacity will grow 40% next year and advanced...

@litcapital:INVERSE CRAMER REMAINS UNDEFEATED

Josh Elman / @joshelman:Red October still got us in the end.

Jo Bhakdi / @jobhakdi:$MU down 6% on news that Intel doesn't see an end to the memory shortage. 🧐

Scott Lincicome / @scottlincicome:One of the many problems with the government's Intel stake - and Trump bragging about big stock gains over the summer - is that the “gains” are an illusion: they're only realized when the government sells, but the government can't sell.

Trung Phan / @trungtphan:If you bought $10,000 of Intel at its peak during the Dotcom Bubble in 2000, you'd now have $9,000.

Eric Boehm / @ericboehm87:Yikes! I sure am glad that my tax dollars aren't invested in an equity share in this company, because that's a thing the federal government would never do

Dan Ives / @divestech:A very nervous week for tech investors with Big Tech earnings showing massive cloud and Capex spending...but disruption on advertising (Google), memory/PC (Intel) and software (ServiceNow, Fortinet) showing softness during this massive tech shift @CNBCClosingBell 🥊📺

Shay Boloor / @stocksavvyshay:Pretty brutal seeing $INTC down over 30% when data center revenue just grew ~80% and Intel expects server CPU units to grow 30%+ in both 2026 and 2027. The irony is that Intel finally has demand it spent years waiting for but between its struggling PC business and costly manufacturing turnaround i...

Bluesky:

@keepingtherepublic:So the government you pay taxes to is now $12 billion poorer today because Trump decided to play the market with your money. Just a textbook case in why a free market is actually important — www.cnbc.com/2026/10/30/a...

Adam / @ahaberlach:Me, this morning, checking my exposure to INTC: “Haha fuck yeah!!! Yes!!” — Me, this afternoon, reminded that everyone in America is an INTC shareholder: “Well this fucking sucks. What the fuck.” [embedded post]

K Andersen / @kandersen:First Google-parent company Alphabet, now also Intel and Amazon. The #AI bubble is cracking...🤔 — www.cnbc.com/2026/10/29/i...

Forums:

r/WallStreetbetsELITE:Intel stock has worst day since 1970s, wiping about $12 billion off government's stake

r/news:Intel stock has worst day since 1970s, wiping about $12 billion off government's stake

r/politics:Intel stock has worst day since 1970s, wiping about $12 billion off government's stake

r/Economics:Amazon falls 7%, Intel plunges 25% in premarket trading, as pressure mounts after earnings

Tim Fernholz / TechCrunch:

Google says its Suncatcher prototype data center satellite is online after an October 1 launch, with Gemma 4 generating a haiku about being in space — Google Suncatcher's prototype space data center is online and communicating with the ground after launching earlier this month alongside …

More:Google, The Verge, The Asia Business Daily, The Hill, Unite.AI, and Phandroid

X:@osanseviero.Forums:r/space and r/technology

Travis Beals / Google:We've received our first response from the Project Suncatcher prototype satellite.

Emma Roth / The Verge:Google's satellite AI server transmits its first response to Earth

Koo Nari / The Asia Business Daily:“Blue Marble Below, Starlight Feeds My Core”... A Poem AI Sent from Space

The Hill:GOP grip on Ohio, Texas in jeopardy amid data center fervor

Theo Nash / Unite.AI:Project Suncatcher's Orbiting TPU Delivers Its First AI-Generated Haiku

Mike Viray / Phandroid:Google's Project “Suncatcher” Successfully Runs AI in Orbit

Omar Sanseviero / @osanseviero:Gemma 4 was sent to space on a prototype satellite, ran on TPUs using stored solar energy, and its response was sent back to Earth On-device models are wild https://blog.google/...

Forums:

r/space:Google's first data center satellite is online and writing poetry

r/technology:Google's first data center satellite is online and writing poetry

Emma Roth / The Verge:

OpenAI, Google, Microsoft, and Anthropic say they will adopt a new standard that publishers can use to opt out of being scraped by AI across multiple crawlers — The new control will allow publishers to apply their AI training preferences across multiple crawlers.

More:Bing Blogs, OpenAI, Search Engine Roundtable, IETF Datatracker, SiliconANGLE, Unite.AI, and Thurrott

See also Mediagazer

Krishna Madhavan / Bing Blogs:Your content, your choice: clearer preferences for training and grounding

OpenAI:Making it easier for websites to express AI training preferences

Barry Schwartz / Search Engine Roundtable:Google Adopts New AI Training Control

Kevin Kelley / IETF Datatracker:Machine-Readable Training Preference Signal

Maria Deutscher / SiliconANGLE:Google, Anthropic and others to support new AI crawling opt-out standard

Mira Kellan / Unite.AI:OpenAI to Honor Shared Robots.txt Signal for AI Training Preferences

Paul Thurrott / Thurrott:Anthropic, Google, Microsoft, and OpenAI Agree to Let Sites Opt Out of AI Training

See also Mediagazer

Wall Street Journal:

Sources: neoclouds CoreWeave, Nebius, and Nscale have effectively been shut out of the bond market in recent weeks as lenders and investors demand tougher terms — Lenders and investors are getting choosier about their bets and demanding stricter terms, as the AI build-out enters a new phase

Steven Levy / Wired:

John Ternus says Apple doesn't “want to ship AI for AI's sake” and that Tim Cook is “available to help wherever I ask” on policy; Ternus has yet to meet Trump — Apple doesn't need fixing, and it doesn't want drama. Its new leader is a “product guy” who bleeds six colors.

More:9to5Mac, AppleInsider, MacRumors, and MacDailyNews

X:@stevenlevy, @neilcybart, @parkerortolani, @digitallybones1, @pubity, @daniel_nguyenx, and @neilcybart

Ryan Christoffel / 9to5Mac:John Ternus used one word to describe his focus as Apple CEO

William Gallagher / AppleInsider:Ternus talks AI, Steve Jobs, and not looking to emulate business CEOs

Tim Hardwick / MacRumors:Where Did All the iPhone Duos Go? Mostly to Apple's Stores

MacDailyNews:Foxconn confident it can meet surging demand for Apple's revolutionary iPhone Duo

Steven Levy / @stevenlevy:I got to spend some time with John Ternus and other Apple execs this week for the MB Pro launch. Here are some early thoughts on Apple's new CEO—and his responses to my questions. https://www.wired.com/...

Neil Cybart / @neilcybart:I'm skeptical you are going to see any radical product strategy change or shift from Apple with Ternus as CEO versus what would have happened if Cook stayed on as CEO. Apple's big product strategy shift occurred in the second half of the 2010s (around 2017) in the final years of Jony's tenure. (P...

Parker Ortolani / @parkerortolani:“Its new leader is a ‘product guy’ who bleeds six colors.”

Sahil Mohan Gupta / @digitallybones1:Steven Levy is a hero it was a pleasure to have passed him by the other day in LA in the first floor coffee area — and this piece is exactly the type of work I grew up reading. Now need a book on Apple , the modern Apple by him no one else

@pubity:Apple CEO John Ternus believes that, while AI can be useful, Apple products should continue to be designed primarily by humans and not AI. “The creation of products is a deeply human and personal thing, something that we love to do.”

Daniel Nguyen / @daniel_nguyenx:I like this new Apple. Yes, the Duo may have problems here and there. …

Neil Cybart / @neilcybart:These posts make me laugh. I bet we are going to get versions of this for a few years too. The wave of products that Apple unveiled over the past few months were developed and completed with Tim Cook as CEO. It's not like John Ternus said on Sept 1 - let's bring touch to the Mac.

Jonathan Vanian / CNBC:

S&P downgraded Meta's outlook from stable to negative, citing high capex and negative free cash flow; META fell 15% in October, its worst month in four years — Meta's outlook has been revised downward by S&P Global Ratings on concerns surrounding cash flow and AI spending.

More:Bloomberg, The Information, Finimize, Reuters, Channel NewsAsia, and Crypto Briefing

X:@edzitron, @stocksavvyshay, @kobeissiletter, and @notanotherquant

Bloomberg:Meta's Rating Outlook Cut to Negative by S&P on AI Spending

Jyoti Mann / The Information:S&P Lowers Meta's Credit Outlook Amid Soaring AI Spending

Finimize:S&P Turns More Cautious On Meta's AI Spending Plans

Vlad Schepkov / Reuters:S&P cuts Meta outlook to negative amid capex concerns

Channel NewsAsia:S&P Global revises Meta's outlook to ‘negative’ on AI spending, cash flow worries

Diego Almada Lopez / Crypto Briefing:S&P revises Meta's outlook to negative as the AI spending bill keeps growing

Ed Zitron / @edzitron:S&P hearing about Meta's capex

Shay Boloor / @stocksavvyshay:S&P just revised $META credit outlook to negative over rising AI spending and FCF concerns although its actual credit rating remains unchanged. Kind of crazy how Meta is planning to raise ~$100B in equity to fund its AI buildout and now has credit agencies watching how much more it can spend.

@kobeissiletter:BREAKING: S&P Global revises its outlook on Meta, $META, to “negative,” citing “significant uncertainty” surrounding CapEx and free operating cash flow (FOCF).

@notanotherquant:S&P changed their outlook on $META to negative today, which means they could cut Meta's credit rating. A big part of the reason is the rent from the data center leases I wrote about here. Free cash flow doesn't show that rent yet but S&P counts it as debt. They say Meta's debt could be too high fo...

Bloomberg:

Sources: Baseten is raising ~$2B in two tranches, one valuing it at $26B and the other at $30B; Baseten was valued at $13B in June after raising $1.5B — Artificial intelligence startup Baseten is set to raise new funding that would more than double its valuation to about $30 billion, according to people familiar with the efforts.

Reuters:

OpenAI tightens limits on the weapons-related information that ChatGPT provides teens, even when a question appears harmless, as part of new safeguards — OpenAI said on Friday it is tightening limits on the weapons-related information ChatGPT provides to teens, even when a question appears harmless …

More:NewsMax.com

Anzar Mehraj / NewsMax.com:ChatGPT to Limit Weapons Information for Teens

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