消息：印度 AI 基建公司 AM Intelligence 擬籌集最多 $3B，資助 Nvidia Vera Rubin 系統採購
Sources: Indian AI infrastructure company AM Intelligence seeks to raise as much as $3B to fund a previously announced purchase of Nvidia Vera Rubin systems (Bloomberg)
印度 AI 基建公司 AM Intelligence 正尋求籌集最多 $3B，以資助此前已公佈的 Nvidia Vera Rubin 系統採購計劃。
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Binance says it is investigating a “potential security issue” as suspicious outflows reach up to $5.8B; Tether freezes 1.5B+ USDT, Circle freezes 800M+ USDC — Onchain data shows about $3.55 billion in incoming transfers to the unlabeled wallet, with nearly $900 million subsequently moved across other wallets.
More:CoinDesk, Decrypt, Wall Street Journal, The Information, Associated Press, Reuters, Gizmodo, Bloomberg, CoinDesk, BleepingComputer, Decrypt, PCMag, Security Affairs, Hackread, CNBC, Disruption Banking, Channel NewsAsia, Blockhead, Telegraph, Unchained, Web3 is Going Just Great, Mashable, Citation Needed, CryptoSlate, Forkast, ZeroHedge News, Yahoo Finance, and Bitcoin News
X:@cz_binance, @paoloardoino, @binance, @jerallaire, @heyibinance, @binance, @lookonchain, @binance, @binance, @spreekaway, @brian_armstrong, @jconorgrogan, @nikitabier, @zachxbt, @coffeebreak_yt, @theunipcs, @zachxbt, @arpitrage, @zachwitkoff, @coinbase, @matthew_d_green, @justinsuntron, @cz_binance, @theflowhorse, @cz_binance, @boringbiz_, @andrewcurran_, @hansonbirringer, @stevie_satoshi, @mert, @patio11, @vxunderground, @cz_binance, @intcyberdigest, @bybit_official, @vxunderground, @star_okx, @icebergy, @crediblecrypto, @patio11, @treenewsfeed, @mert, @elonmusk, @0x_osprey, @grady_booch, @cryptogodjohn, @benbybit, @investanswers, and @deestar
Bluesky:@molly.wiki and @molly.wiki
Forums:r/technology and r/anime_titties
More:
CoinDesk:Binance loses $5.7 billion in ‘biggest crypto hack in history’
Jose Antonio Lanz / Decrypt:Binance Drained of $5.5 Billion in Suspected Hack, Tether and Circle Freeze $1.8 Billion
Wall Street Journal:Binance Founder Says Exchange May Be Victim of Biggest-Ever Crypto Heist
Yueqi Yang / The Information:Binance Investigates Potential Hack After $2 Billion-Plus in Tokens Left Exchange Wallets
Associated Press:Cryptocurrency exchange Binance says it's investigating reports of a potential security incident
Vallari Srivastava / Reuters:Tether, Circle freeze $2.38 billion after Binance reports security incident
Matt Novak / Gizmodo:Binance Likely Lost at Least $1.7 Billion in Largest Crypto Hack Ever, Says Founder
Bloomberg:Binance Halts Withdrawals as Suspected Hack Spurs Crypto Selloff
Oliver Knight / CoinDesk:Binance hack drained wallets backing customer assets, reserve data shows
Lawrence Abrams / BleepingComputer:Binance probes potential $5.8 billion crypto-theft hack
Jose Antonio Lanz / Decrypt:Binance Hacker Hunts for Exit Ramps as DeFi Exchanges Pause Markets
Michael Kan / PCMag:Binance Investigates Reports of Hack as Billions In Crypto Get Moved
Pierluigi Paganini / Security Affairs:Binance Investigates Suspicious Crypto Transfers Worth Up to $5.8 Billion
Waqas / Hackread:Binance Probes Suspected $5.8 Billion Crypto Hack, $3 Billion Frozen
Lee Ying Shan / CNBC:Bitcoin tumbles below $78,000, extending losses as Binance security scare rattles crypto markets
Andrew Samu / Disruption Banking:Does the Binance Hot-Wallet Drain Follow the Pattern of North Korea's Biggest Exchange Thefts?
Channel NewsAsia:Binance says $2.54 billion in assets frozen as it probes security incident
Blockhead:Binance Halts Withdrawals After Multibillion-Dollar Hot Wallet Drain, Hours After Polymarket Vendor Exploit
Joe Sledge / Telegraph:Crypto exchange Binance hit by suspected hack
Unchained:Binance Says User Funds Are ‘Completely Safe’ After $3.5 Billion Drains From Its Hot Wallets
Web3 is Going Just Great:Binance hacked for around as much as $5.5 billion, some frozen
Amanda Yeo / Mashable:Binance has reportedly been hacked, billions in crypto stolen
Molly White / Citation Needed:Attacker gets away with up to $3 billion from Binance
Oluwapelumi Adejumo / CryptoSlate:Trump's crypto firm joins Tether, Circle, and Ripple in $2.6 billion stablecoin freeze as Binance hack outflows near $6 billion
Heath Callahan / Forkast:Binance Probes Suspected Hot-Wallet Drain of Billions; Issuers Freeze $2.3B
Tyler Durden / ZeroHedge News:Binance Investigates Possible Hack After Billions Transferred Out; Tether And Circle Freeze Stablecoins
Lockridge Okoth / Yahoo Finance:Is Binance Being Hacked? $2 Billion Outflow Puts Customer Funds in Question
Andrew Hayward / Bitcoin News:Binance Founder Suggests Likely Hack as Billions in Crypto Leaves Exchange Wallets
X:
@cz_binance:User funds are safe! It does look like a hack on Binance. Appreciate the quick freeze from Tether ($971m) and Circle ($823m). I don't manage Binance (.com) anymore, but as a shareholder, I expect all user funds will be fully covered.
Paolo Ardoino / @paoloardoino:Tether froze more than 1.567B USDT related to a potential Binance exchange hack. Protecting the industry and our partners is our main priority. Stay safe everyone.
@binance:Our teams are aware of reports of a potential security issue and are actively investigating. User funds are completely safe. Our security teams are reviewing all relevant information with urgency, and we will provide updates through official Binance channels as soon as we have verified information...
Jeremy Allaire / @jerallaire:Circle is closely tracking reports of a potential exploit involving Binance. In coordination with law enforcement, we have frozen more than 800M USDC associated with the incident and will continue supporting the investigation.
Yi He / @heyibinance:We are aware of reports of a potential security issue and we are actively investigating. Our security teams are reviewing all relevant information with urgency, and we will provide updates through official Binance channels as soon as we have verified information. Users should remain cautious of sc...
@binance:As part of our ongoing security measures, Binance Alpha trading has been temporarily suspended - CEX Buy Token/Alpha instant/CEX purchase prediction marketing using fund in spot wallet. Trading will resume once the security issue is resolved. User funds remain safe. We'll keep you updated. Than...
@lookonchain:Attention! The Binance hacker is now dumping $PEPE, $UNI, $LINK, and other tokens on-chain for $ETH. Please note: The hacker still holds large amounts of the following altcoins, which could face heavy selling pressure: 217.497M $ENA ($39.51M) 7.579T $PEPE ($34.41M) 2.575M $LINK ($28.07M) 128.034...
@binance:Our teams are aware of reports of a potential security issue and are actively investigating. Our security teams are reviewing all relevant information with urgency, and we will provide updates through official Binance channels as soon as we have verified information. Users should remain cautiou...
@binance:We are aware of differing figures circulating publicly regarding the amount frozen, including references to $1.8 billion. For clarity, the current verified total frozen is $2.54 billion. This figure may continue to increase as our teams work closely with law enforcement, issuers, blockchain intell...
@spreekaway:Unconfirmed, but possibly massive binance hack. Entire Binance wallet drained into new EOA. Contract call was funded by Tornado Cash
Brian Armstrong / @brian_armstrong:Our team is doing everything we can to support in the current situation, including blocking sends to compromised wallets. We've also reached out to Binance to offer our help. Moments like this call for the industry to work together. Openly sharing any useful information and helping to protect cust...
Conor / @jconorgrogan:I think the number is potentially up to $5.8B. Tether has blacklisted a large portion of this.
Nikita Bier / @nikitabier:The largest crypto exchange in the world just experienced the largest robbery in human history—and the person running it is a nomadic autistic man in Dubai posting “Funds are SAFU!” What a time to be alive.
@zachxbt:Update: This brings the total frozen for the Binance exploit so far to over $2.83B
Coffeezilla / @coffeebreak_yt:Horrible hack today at Binance, looks like ~$5.8B+ drained, ~$2.5B frozen. Binance will survive thanks to their enormous size, & the freezes helping, but a smaller exchange would be toast. Scary times.
@theunipcs:the silver lining to all of this is that Binance will be fine i do not believe there is a systemic risk here Binance reportedly makes $16-$17 billion in annual revenue almost half of the total amount involved in the incident has already been frozen or is potentially recoverable total amount tha...
@zachxbt:BREAKING: Arbitrum Security Council has executed a transaction to freeze ~$30.5M from the Binance Exploit. Thanks to all other signers involved. Exploiter address 0x3E2bf1ac6bf0934BBba6456C341c2EcbCED63 2d5 Trsanction hash: 0xb69c81774f507d46ce776aeaed8b4d31df96d d66ce6fd05073481011835355d6
Arpit Gupta / @arpitrage:It's a dark forest in crypto, but will soon be a dark forest for everyone. Just a regression to a low trust society as everything gets hacked
Zach Witkoff / @zachwitkoff:USD1 has taken proactive steps to freeze the $27 million in USD1 associated with the @binance hack. We stand by our industry partners. Protecting users and preventing bad actors from moving stolen funds is a shared responsibility.
@coinbase:Coinbase is safe and secure. We're actively monitoring the Binance situation, and have reached out to their team to offer our support.
Matthew Green / @matthew_d_green:Cryptocurrency is like the technical heat shield for society. It's a big pile of money that attackers will burn before they go after everything else we care about.
@justinsuntron:We are closely monitoring the Binance security incident and will provide assistance at the earliest opportunity. @binance @cz_binance @heyibinance
@cz_binance:Loss might be a bit higher than that, but will cover. 🙏
Ryan Rossi / @theflowhorse:Hey thanks I think I will just use Dexes, Citi, and Goldman Sachs from now on! [embedded post]
@cz_binance:🙏🙏🙏 life saver [embedded post]
@boringbiz_:Binance users watching their money disappear in the largest heist in crypto history
Andrew Curran / @andrewcurran_:Tether CEO:
Hans / @hansonbirringer:Binance hot wallets were drained of $5.60B today across Ethereum, Bitcoin and Tron, 67 assets in total. Tether and Circle have so far frozen $2.38B of it: $1.56B USDT ($1.18B on Ethereum, $379M on Tron) and $823M USDC. Not frozen: 18,270 BTC ($1.45B), 197K ETH ($451M) and about $730M of USDT. @c...
Steve Gregory / @stevie_satoshi:User funds on @BinanceUS are totally separate unaffected! @binance is a wholly separate entity and no asset custody is shared between us. [embedded post]
@mert:this would be the largest crypto hack in history by at least a multiple if confirmed actually might be the largest cyberattack in general for all internet regardless of crypto one silver lining is that binance is rich enough to make everyone whole
Patrick McKenzie / @patio11:This is probably going to be pretty bad for a while. How long? Nobody really knows yet. The backlog of vulnerable software seems to me to be ~decades in length and we have not yet reached anything like consensus on “Give AI alllll the keys; that will work things out.”
@vxunderground:As chaos and mass confusion sweeps through the cryptocurrency and “prediction market” space …
@intcyberdigest:‼️ UPDATE ON THE BINANCE HACK: Whoever emptied a Binance hot wallet had 50 authorisations signed with that wallet's own private key, on-chain data shows. Under Ethereum's EIP-7702, an authorisation is a signed permission that lets a wallet hand control of itself to code. Each one works only for...
@bybit_official:We're aware of reports circulating across social media regarding a security incident affecting multiple platforms. Bybit is not affected. Our systems are operating normally, trading and withdrawals remain available, and user assets remain secure. We are monitoring developments closely. P...
@vxunderground:Cryptocurrency nerds now believe Binance has been compromised. The Binance compromise appears to have occurred at approx. the same time as the Polymarket compromise. However, details are still fuzzy as we are currently witnessing this massive crypto theft in real time. The estimated amount of mon...
@star_okx:Circle and Tether did a Great job this time. The crypto industry, including exchanges …
@icebergy:somehow got the worlds fastest court order to freeze when it impact business but not for any of the other billions of hacks [embedded post]
@crediblecrypto:Looks like 1.7B of the hacked funds have been frozen, leaving a difference of 1-2B max. As previously mentioned, Binance paid 4B to the US gov not too long ago, 1-2B of funds is a hit, but not a death blow. Panic may be overblown. [embedded post]
Patrick McKenzie / @patio11:Turns out Polymarket probably not the financial industry's largest operational loss today. I (regretfully) speculate this is not primarily because crypto is uniquely incompetent at software and simply because they're the lowest hanging fruit to successfully monetize.
@treenewsfeed:TreeAI flagged a possible theft from Binance Hot Wallets, withdrawing billions in over 60 tokens to an address funded by Tornado Cash, 16 minutes ago. Details are still unclear. Tx: 0x53bd38b816c23e74134786c29a8c18d792777 998a3b9326047b583100e88e2f3
@mert:binance being the largest hack in internet history on the same day that druck and elon post about hyperliquid is some truly insane simulation shit
Elon Musk / @elonmusk:Everyday is Zeroday
@0x_osprey:Holy shit this is a full onchain movie Binance was fighting back in real time
Grady Booch / @grady_booch:Great time for another sequel to Oceans 11. I'd call it Tokens 11 https://www.coindesk.com/...
John / @cryptogodjohn:Funds are safe according to CZ Majority of the hacked funds have been frozen. I think this will be one big shake out and we can go higher from here if we close above 79,300 Above $80k would be really encouraging [embedded post]
Ben Zhou / @benbybit:Bybit is unaffected and operating normally. User funds remain safe. We stand with @Binance and the broader crypto community during this time and offer our support. Security is a responsibility we all share, and our team is ready to support wherever we can.
@investanswers:From the horses mouth, the Binance hack is real. Looks like Tether and @circle have saved $1.8bn already. [embedded post]
@deestar:Binance hack confirmed Tether working Binance has recovered $1.794 billion while the attacker successfully > swapped ~700M USDT → ETH via uniswap pool > ~60M USDT parked in Aave to borrow ~19.8k ETH. > ~175M USDT was moved to a fresh address a total of $315 million in unfreezable address CZ also confirmed all users affected will be refunded what a night [embedded post]
Bluesky:
Molly White / @molly.wiki:It looks like Binance is getting drained right now, across multiple hot wallets, for $2B and counting. — Pretty normal for exchanges to migrate wallets, NOT normal for them to then swap to Tether and dump [image]
Molly White / @molly.wiki:Binance founder Changpeng Zhao, who is legally not allowed to have any managerial role with the company yet still has remarkable amounts of inside knowledge into its goings on, has tweeted that Tether and Circle have frozen around $1.8B — (he's just a shareholder, you see) [image]
Forums:
r/technology:Binance Founder Says Exchange May Be Victim of Biggest-Ever Crypto Heist
r/anime_titties:Binance loses $5.7 billion in largest crypto hack to date
George Steer / Financial Times:
Binance “temporarily suspended” all deposits and withdrawals as it investigates security issues and works with law enforcement; Binance.US says it's unaffected — Tether and Circle freeze billions of dollars' worth of their coins as world's largest crypto exchange investigates security issue
More:TechCrunch, OmniTrace, BBC, Axios, Protos, CNBC, Australian Financial Review, Channel NewsAsia, Times of India, Binance, The Indian Express, TheStreet, Bitcoin News, Sky News, and Cointelegraph
X:@heyibinance, @binance, @binance, @luigidemeo, and @binanceus.Bluesky:@jacobsilverman.com
More:
Zack Whittaker / TechCrunch:Binance pauses withdrawals as hackers suspected of stealing billions in crypto
OmniTrace:Binance outflow: Tether and Circle freeze about $2.4B in 20 minutes
Osmond Chia / BBC:Crypto worth billions frozen after suspected Binance hack
Sam Sabin / Axios:Binance probes what may be biggest-ever crypto hack
Protos:LIVE: Binance suspends withdrawals amid massive crypto hack
Jenny Lee / CNBC:Billions in crypto frozen in Binance hack. Here's what happens next
Australian Financial Review:Binance freezes $3.5b after suspected massive hack
Channel NewsAsia:Binance's possible hack triggers $3 billion freeze in crypto assets
Abhishek Mishra / Times of India:World's largest crypto exchange Binance freezes $2.54 billion after suspected hack
Binance:Security Incident Update
The Indian Express:Crypto exchange Binance freezes $3 billion after security breach
Mehab Qureshi / TheStreet:Binance major shareholder says user funds are safe after reported $2.5B hack
Jamie Redman / Bitcoin News:Inside the $5.8B Binance Hack: What's Confirmed and What Isn't
Connor Sephton / Sky News:Crypto worth billions frozen over ‘potential security issue’
Felix Ng / Cointelegraph:Live updates: Binance says $3B in crypto frozen in connection to hack
X:
Yi He / @heyibinance:User funds are safe. Binance will cover all hacking losses. Deposits and withdrawals are temporarily suspended while our team conducts security checks, freezes funds, and works with law enforcement. We will share a full post-mortem once the investigation is complete. Please rely only on officia...
@binance:Our team is conducting security checks. Withdrawals will resume as soon as the security issue is fully resolved. User funds remain safe. We'll keep you updated. Thank you for your patience.
@binance:We are working non-stop to resolve this issue. Binance will cover all losses. As a precaution, all deposits and withdrawals are temporarily suspended while our team conducts security checks, freezes funds, and works with law enforcement. We are working around the clock and will share a full post-...
Luigi D'Onorio DeMeo / @luigidemeo:Great news. Also remember that whatever exposures Binance had was user funds so they are currently short those specific tokens and will need to buy them back. [embedded post]
@binanceus:https://binance.us/ is not affected by the reported https://binance.com/ security incident. We are a separate, independent platform, and customer funds and services are secure and operating normally. Rest assured, all user funds are safe.
Bluesky:
Jacob Silverman / @jacobsilverman.com:Pausing withdrawals is usually a sign of a liquidity issue or precedes other bad news. — techcrunch.com/2026/10/29/b...
Amazon reports Q3 revenue up 12% YoY to $201.94B, vs. $202.31B est., net income down 2% to $20.7B, forecasts Q4 revenue below est.; AMZN drops 7%+ after hours — Operating income was $28.1 billion and operating margin was 13.9%—Amazon's highest operating margin ever AWS net sales increased 39.3% …
More:SiliconANGLE, Thurrott, Political.org, CNBC, Implicator.ai, Fortune, Yahoo Finance, Business Insider, Channel NewsAsia, Axios, Reuters, Quartz, Associated Press, Seoul Economic Daily, Bloomberg, Motley Fool, Forbes, Transport Topics, Cord Cutters News, The Coin Republic, Constellation Research, and NZ Herald
X:@stocksavvyshay, @sebasaherrera, @benbajarin, and @sebasaherrera.LinkedIn:Emil Protalinski
More:
Mike Wheatley / SiliconANGLE:Despite cloud boom, Amazon's stock falls on disappointing earnings and revenue miss
Paul Thurrott / Thurrott:Amazon Revenues Up 12 Percent to $202 Billion
Elena Vasquez / Political.org:Amazon Posts Negative Free Cash Flow of $42.4 Billion as AI Spending Surges, Holds 2026 Capex at About $220 Billion
Jeff Marks / CNBC:We're cutting our Amazon price target after a rough quarter. But it isn't all bad
Marcus Schuler / Implicator.ai:Amazon's AI Build-Out Drains $42.4 Billion of Cash
Sebastian Herrera / Fortune:Amazon shares sink as spending on AI overshadows growth in cloud unit
Daniel Howley / Yahoo Finance:Amazon earnings live: Q3 earnings miss sends stock lower
Eugene Kim / Business Insider:Amazon CEO sees AI spending ‘meaningfully’ higher in 2027
Channel NewsAsia:Amazon slides on light fourth-quarter sales estimates, high cash burn
Nathan Bomey / Axios:Amazon shares sink as it spends heavily on AI
Deborah Sophia / Reuters:Amazon projects fourth quarter sales below estimates
Colleen Cabili / Quartz:Amazon's cloud unit grew 39%, its fastest pace in nearly five years, beating forecasts
Anne D'Innocenzio / Associated Press:Amazon's 3Q results miss analysts' estimates, but posts solid sales gains in cloud computing unit
Kim Chang-young / Seoul Economic Daily:Amazon Posts Second Straight Quarter of Negative Free Cash Flow
Bloomberg:Breaking Down Amazon's Third-Quarter Earnings
Robert Izquierdo / Motley Fool:Amazon … Investors were focused on its third quarter earnings report after the close …
Fiona Riley / Forbes:Amazon Falls Short Of Overall Revenue Prediction Despite AWS Revenue Growth Nearing 40%
Anne D'Innocenzio / Transport Topics:Amazon offers cautious holiday-quarter outlook
Luke Bouma / Cord Cutters News:Amazon Posts $201.9 Billion in Q3 Sales; AWS Revenue Climbs 39%
Glory Kaburu / The Coin Republic:GOOGL Stock Crashes as Alphabet Misses Quarterly Revenue Estimates
Larry Dignan / Constellation Research:AWS Q3 revenue growth surges 39%, capex stings Amazon's cash flow
NZ Herald:Google, Amazon, Intel shares dive on disappointing earnings, AI jitters
X:
Shay Boloor / @stocksavvyshay:One of the craziest lines from $AMZN earnings was Andy Jassy saying “we're installing an AI accelerator about every 14 seconds” with customers taking up capacity almost as fast as AWS brings it online. And somehow we're still debating whether Amazon is spending too much on AI.
Sebastian Herrera / @sebasaherrera:During a call with analysts following today's earnings, Amazon CEO Andy Jassy took a swipe at shopping agents like Meta's Muse. He said “few customers are doing much shopping this way yet, as the experience is still not great, nor more convenient than coming to a retailer directly.” In September, Amazon blocked Meta's popular new AI assistant from accessing its online store.
Ben Bajarin / @benbajarin:$AMZN “it's important to remember that the vast majority of global IT spend, about 85%, is still on premises. And we're in a 10 to 20-year cycle where that equation will flip to the cloud.”
Sebastian Herrera / @sebasaherrera:Some initial info coming out of Amazon earnings: - Revenue miss impacted by lower-than-expected ad sales - Operating income guidance also lower than what was expected - Growth in AWS (39.3%) is being overshadowed by huge capex spending ($220 billion for 2026) - Free cash flow swung from positive $...
LinkedIn:
Emil Protalinski:Amazon's Q3 2026 earnings report was not good enough, just like Alphabet's yesterday (https://lnkd.in/gSH57jNw). Here are the year-over-year numbers: …
Jordan Novet / CNBC:
More:MarketWatch, Finimize, Motley Fool, RuntimeWire, 24/7 Wall St., and Deadline.X:@corytv
More:
Christine Ji / MarketWatch:Amazon's stock drops — even in the face of a bold new cloud forecast
Charlie Pullan / Finimize:Amazon's Earnings Delivery Landed With A Thud
Johnny Rice / Motley Fool:Amazon — Amazon earnings: free cash flow loss and rising debt — Companywide sales rose 12% …
RuntimeWire:AWS growth jumps 39% as Amazon hits $201.9 billion in revenue
David Moadel / 24/7 Wall St.:Amazon Slides 3% as Alphabet's 12% Plunge Raises Stakes for AWS Report; Meta Rises 3%, Microsoft Pulls Back
Dade Hayes / Deadline:Amazon Shares Fall After Q3 Results Miss Wall Street Forecasts As Big Tech Market Rout Continues
X:
Cory Johnson / @corytv:Amazon's AWS grew 39% to $46.0B, its fastest pace in nearly five years. Shares fell 5% after hours. Peak acceleration, or a market fixated on capex? https://www.youtube.com/... $AMZN 🎙️ @DrillDownPod #DrillDownEarnings #Amazon.com
Matt Day / Bloomberg:
More:Gizmodo, TechCrunch, and Wall Street Journal
More:
Ece Yildirim / Gizmodo:Amazon's $42.4 Billion Cash Burn Delivers Final Blow In a Rough Week For AI
Lucas Ropek / TechCrunch:AWS will be a $1T business, Jassy says. But first, it will spend big.
Isabella Simonetti / Wall Street Journal:Amazon Earnings: By the Numbers
Annie Palmer / CNBC:
More:TheDesk.net, Coinpedia Fintech News, The Straits Times, Channel NewsAsia, and Quartz
X:@rihardjarc.Bluesky:@lorak.Forums:r/StockMarket, r/wallstreetbets, and r/Economics
More:
Matthew Keys / TheDesk.net:Amazon ad revenue climbs to $19.6 billion during Q3
Steve Muchoki / Coinpedia Fintech News:Amazon Shares Tumble 6% on Weaker Q3 Revenue and Broader Tech Sector Pullback
The Straits Times:Amazon slides on light Q4 sales estimates, high cash burn
Channel NewsAsia:Amazon sinks as AI spending eclipses fastest cloud growth in five years
Cris Tolomia / Quartz:Amazon is heading into earnings with most AWS capacity sold out and cash flow negative
X:
Rihard Jarc / @rihardjarc:An $AMZN and $META Muse deal is probably coming. Comment from $AMZN Jassy on the call: [image:" Though we anticipate working with horizontal agents"]
Bluesky:
Lora Kolodny / @lorak:Amazon fell short of analysts' expectations on earnings, and holds its capex steady, adding to AI spending jitters... www.cnbc.com/2026/10/29/a... by Annie Palmer @cnbc.com
Forums:
r/StockMarket:Amazon misses on earnings and holds capex steady, adding to AI spending jitters
r/wallstreetbets:Amazon misses on earnings and holds capex steady, adding to AI spending jitters
r/Economics:Amazon misses on earnings and holds capex steady, adding to AI spending jitters
Julie Bort / TechCrunch:
Sebastian Herrera / Fortune:
More:The Information and Adweek.X:@quinnypig
More:
Catherine Perloff / The Information:Amazon Web Services Accelerates as Ecommerce Store Slows on Prime Day Change
Mitchell Parton / Adweek:Amazon Says External AI Agents Aren't Hurting Its Ad Business
X:
Corey Quinn / @quinnypig:I think @ajassy is one of the smartest business minds of our generation, but my lived experience is the complete opposite of this statement. [embedded post]
US officials believe Megaspeed executive Alice Huang, who has a close relationship with Jensen Huang, is a Chinese asset; Trump was briefed and took no action — Jensen Huang, the chief executive of Nvidia, is influential at the White House on technology policy and has developed …
More:CNBC, Bloomberg, The Guardian, Tom's Hardware, New York Post, TechCrunch, Ars Technica, SiliconANGLE, Semafor, Times of India, Mercury News, The Asia Business Daily, The Indian Express, Seoul Economic Daily, The Japan Times, Mirror, International Business Times, Yahoo Finance, Coinpedia Fintech News, invezz.com, Hindustan Times, Engadget, Tom's Guide, Quartz, Gizmodo, HotAir, and Tech4Gamers
X:@edzitron, @realjimchanos, @lauraloomer, @negligible_cap, @jonlemire, @jenvanlaar, @davidbarboza2, @ctrlaltdwayne, @tomrtweets, @garymarcus, @joshrogin, @byron_wan, @ddimolfetta, @rue_du_four, @rakishromantic, @culperresearch, @suzuki_takaya, @gregory_c_allen, @glenweyl, @rmac18, @paulmozur, @shashj, @laurengoode, @chrisrmcguire, @paulmozur, @kimmonismus, @kakashiii111, @davidyelland, @baldingsworld, @annmarie, @kareemrifai, @paulmozur, @senwarren, @linahuaa, @tommythornton, @mattyglesias, @geoffrey_cain, @matthewstoller, @kylegriffin1, and @julianku
Bluesky:@admiralmpj, @jessefelder.com, @jonathansocials.com, @adelpreore, and @carlquintanilla
Forums:Hacker News, r/taiwan, r/Economics, r/technology, r/politics, r/Intelligence, r/neoliberal, r/espionage, and Slashdot
More:
Kif Leswing / CNBC:Nvidia responds to report Jensen Huang was target of Chinese asset, says diversion allegations were ‘investigated and debunked’
Bloomberg:Nvidia CEO Says Ties to Company Under Spying Probe Were ‘Normal’
Johana Bhuiyan / The Guardian:Nvidia CEO reportedly targeted by Chinese spy
Jowi Morales / Tom's Hardware:Nvidia CEO Jensen Huang may have been the target of a spy plot through ‘Chinese intelligence asset,’ report claims …
Vivi Lin / New York Post:High-flying past of alleged ‘spy’ with ‘close relationship’ to Nvidia tycoon Jensen Huang: TV, banking and billions
Julie Bort / TechCrunch:US investigated Chinese spy plot aimed at Nvidia CEO
Ashley Belanger / Ars Technica:Trump ignored intel on China's Nvidia spy to protect company's stock, report says
Maria Deutscher / SiliconANGLE:Report: Nvidia CEO Jensen Huang was targeted by a Chinese spy
Brendan Ruberry / Semafor:Nvidia chief targeted in alleged spy plot
Times of India:‘Nvidia chief seen as target of China spy plot’
Mercury News:Nvidia chief Jensen Huang seen as target of Chinese spy plot
Bang Jeil / The Asia Business Daily:“From Drinks to Business Dinners”: Who Is the Suspicious Chinese Woman Who Followed Jensen Huang?
The Indian Express:Nvidia CEO Jensen Huang was spied on by Chinese intelligence agencies: Report
Kim Yeo-jin / Seoul Economic Daily:U.S. Intelligence Suspected Chinese Woman Near Nvidia CEO of Spying
The Japan Times:Nvidia chief seen as target of Chinese spy plot
Eliana Nunes / Mirror:Nvidia boss Jensen Huang ‘targeted by and pictured with Chinese spy’ as Trump informed
Matias Civita / International Business Times:Nvidia CEO Jensen Huang Was Reportedly Targeted in a Suspected Chinese Spy Operation. Trump Chose Not to Act.
Jake Conley / Yahoo Finance:Nvidia's relationship with China just got even more complicated as report says Jensen Huang was target of spy plot
Coinpedia Fintech News:Nvidia Denies Spy Concerns Around Jensen Huang After New York Times Report
Ananthu C U / invezz.com:Nvidia chief Jensen Huang was a target of Chinese espionage operation: report
Hindustan Times:Nvidia CEO Jensen Huang may have been a target of Chinese spy plot: Report
Will Shanklin / Engadget:NVIDIA CEO Jensen Huang may have been the target of a Chinese government spy
Amanda Caswell / Tom's Guide:Nvidia CEO Jensen Huang reportedly targeted by suspected Chinese spy — here's what we know
Cris Tolomia / Quartz:Jensen Huang said Nvidia's ties to suspected Chinese spy's firm were normal
Webb Wright / Gizmodo:Intel Community Reportedly Tied Trump's Favorite AI Boss to a Chinese Spy
John Sexton / HotAir:How China Stays Right on Our Heels in the AI Race
Shehryar Khan / Tech4Gamers:Nvidia CEO Jensen Huang Reportedly Targeted by Suspected Chinese Spy
X:
Ed Zitron / @edzitron:This leads off an excellent Bloomberg story about Megaspeed, and I think it understates the sheer scale of its operation to ship GPUs to china. Megaspeed is an obvious front for a Chinese company running NVIDIA GPUs https://www.bloomberg.com/...
James Chanos / @realjimchanos:Wait, what...?!
Laura Loomer / @lauraloomer:Another day, another Laura Loomer exclusive that has been vindicated 6 months later. In May, I broke a story about how Nvidia CEO Jensen Huang posed a massive national security risk and I showed how he's been compromised by China and the CCP. I reported how NVIDIA @nvidia Chairman and CEO Jense...
@negligible_cap:*NVIDIA'S JENSEN HUANG WAS TARGET OF CHINESE SPY PLOT: NYT Pretty crazy. The Culper Research short report on $NVDA actually discussed Alice Huang, the Chinese spy who was targeting Jensen, and her company Megaspeed. Their relationship was described as
Jonathan Lemire / @jonlemire:Trump was briefed about the intelligence findings and chose not to do anything He has been wary of disrupting Nvidia's chip sales, which are helping to drive the economy and the stock market, and of complicating the trading relationship with China https://www.nytimes.com/...
Jennifer Van Laar / @jenvanlaar:I'm shocked.
David Barboza / @davidbarboza2:What a piece in the @nytimes on Nvidia, Megaspeed and a possible intelligence asset of China. https://www.nytimes.com/...
Dwayne / @ctrlaltdwayne:Wife guys win again. Can't get honey trapped by Chinese intelligence when you're busy building a 12ft statue of your wife. This is why Zucc will win. Iron fortress level wife guy.
Tom Rogan / @tomrtweets:Journalists might as well email the Chinese embassy/foreign ministry and ask, want us just to go with your standard “these are groundless smears and slanders against China” response? https://www.nytimes.com/...
Gary Marcus / @garymarcus:Credit where credit is due: @Byron_Wan raised the issue of Alice Huang's possible connection to Jensen Huang and the CCP over a year ago. cc @RMac18
Josh Rogin / @joshrogin:This is one heck of a lede from the New York Times: “A Chinese businesswoman who had a close relationship with Jensen Huang was found to be passing intelligence to Beijing. President Trump was briefed and took no action.” https://www.nytimes.com/...
Byron Wan / @byron_wan:...American spy agencies had gathered striking intelligence...Megaspeed is essentially a middle man. It has bought Nvidia chips from Aivres, the US arm of :cn: Inspur, which has been blacklisted for funneling technology to the Chinese military, though Aivres remains free of sanctions. Megaspeed has then provided that computing power to Alibaba and other Chinese companies...
David DiMolfetta / @ddimolfetta:“But when communications involving Americans turn up in surveillance, citizens can be identified to government agencies ... through a process known as unmasking. In this case, the unmasking process identified Mr. Huang as the U.S. citizen.” https://www.nytimes.com/...
Shivani / @rue_du_four:Sorry but Jensen Huang knew what he was doing. He was not innocently trapped by a ‘honeypot’: Nvidia Chief Seen as Target of Chinese Spy Plot https://www.nytimes.com/...
Sebastian Ballister / @rakishromantic:holy shit https://www.nytimes.com/...
@culperresearch:$NVDA https://www.nytimes.com/...
Takaya Suzuki MD, PhD / @suzuki_takaya:Probably it doesn't matter. Trump will be absolutely comfortable with being corrupted and making money with tech tycoons, just like he is absolutely comfortable with profiting with Putin.
Gregory C. Allen / @gregory_c_allen:Huge report out of the NYT today on Huang's “close relationship
@glenweyl:I must say, @LauraLoomer was so out ahead on this: https://www.nytimes.com/...
Ryan Mac / @rmac18:Wow. https://www.nytimes.com/... [image]
Paul Mozur / @paulmozur:Alice Huang, then key executive at Megaspeed, had appeared by Jensen's side during Taiwan visits. The U.S. now believes she is a Chinese intelligence asset. Megaspeed isn't slowing down. They have already started construction on a 300MW data center in Malaysia.
Shashank Joshi / @shashj:??? “Mr. Huang has not received a defensive briefing, warnings sometimes given to Americans who are being targeted by foreign intelligence services, people briefed on the surveillance said.” https://www.nytimes.com/...
Lauren Goode / @laurengoode:Incredible reporting here https://www.nytimes.com/... “Roughly a year ago, Mr. Trump was briefed …
Chris McGuire / @chrisrmcguire:Today's report in the NYT confirms that not only is the problem of Nvidia chips being diverted to China via Southeast Asia as bad as many people have asserted, but also that the leadership of the Department of Commerce and Nvidia are very likely aware of this, but are still doing nothing to act. It is mind boggling that we are doing nothing to stop this [...]
Paul Mozur / @paulmozur:New big turn in our Singapore chip-smuggling investigations: U.S. officials believe the mysterious business woman seen with Jensen Huang in Taiwan in recent years is a Chinese intelligence asset. Pres. Trump was briefed but took no action. https://www.nytimes.com/...
@kimmonismus:This is crazier than any spy movie: According to The New York Times, a Chinese businesswoman with close ties to Nvidia CEO Jensen Huang was passing intelligence to Beijing, and Trump was briefed but took no action. What she shared remains unclear, and U.S. officials initially believed Huang was unaware of her alleged intelligence role. [embedded post]
@kakashiii111:Just the tip of the iceberg. A very big one.
David Yelland / @davidyelland:All major CEOs are increasingly briefed they are vulnerable to foreign intelligence interest, especially in defence of course but also in tech, but this @nytimes story just breaking on Nvidia's Jensen Huang is a fan hitter for ALL business.... extraordinary.... https://www.nytimes.com/... via @NYTimes
@baldingsworld:Honestly, this has talked about for quite sometime and well outside intelligence circles
Annmarie Hordern / @annmarie:NYT: “A Chinese businesswoman who had a close relationship with Jensen Huang was found to be passing intelligence to Beijing. President Trump was briefed and took no action.” https://www.nytimes.com/...
Kareem Rifai / @kareemrifai:Unreal: a close friend of Nvidia's Jensen Huang was uncovered as a Chinese intelligence asset tasked with steering advanced Nvidia AI chips into the hands of Beijing. Trump was briefed about the findings a year ago. He chose to do nothing. https://www.nytimes.com/...
Paul Mozur / @paulmozur:For background, last year we wrote about a little known company, Megaspeed, which bought billions in Nvidia chips. When some of the chips were still in boxes at a data center, Commerce began to investigate it for potentially smuggling AI chips to China. https://www.nytimes.com/...
Elizabeth Warren / @senwarren:NVIDIA CEO Jensen Huang was reportedly “targeted” by a suspected Chinese spy whose Singapore-based firm bought billions in AI chips. Huang and NVIDIA's board owe Congress answers. And we must pass bipartisan legislation to keep our advanced AI technology out of China's hands.
LinaHua / @linahuaa:Honeypot: “Mr. Jensen, your gaming GPU so big!!! Wow!!! My GPU so small, no play GTA6 at 4K ultra 240 fps🥺” Jensen Huang: “Well, maybe I could do something about it😉😏” Honeypot: “Oh learry???😚😍” Jensen Huang:
Thomas Thornton / @tommythornton:This could be a problem for Jensen and $NVDA
Matthew Yglesias / @mattyglesias:Trump's determination to make boosting NVIDIA share prices the primary consideration in American AI policy is not great. https://x.com/...
Geoffrey Cain / @geoffrey_cain:What a story. NVidia's Jensen Huang was targeted by a Chinese intelligence asset. https://www.nytimes.com/...
Matt Stoller / @matthewstoller:Jensen Huang and Elon Musk are the obvious villains of the bubble. Huang in particular is extremely nasty, but doesn't get the criticism because he's not seen as partisan. He's also a traitor.
Kyle Griffin / @kylegriffin1:Trump was briefed that a Chinese intelligence asset was close to Nvidia's CEO and didn't act. U.S. spy agencies concluded that Alice Huang, an executive at a Singapore data center company, was a Chinese asset with a close relationship to Nvidia chief Jensen Huang. Trump was briefed about a year a...
Julian Ku / @julianku:I would be stunned if Jensen was NOT the target of dozens of Chinese intelligence ops. The key question in my mind: does he (and Nvidia) know or care about these efforts? Is there anything being done to manage/protect US interests here? https://www.nytimes.com/...
Bluesky:
Malcolm P. Johnson / @admiralmpj:Didn't this same President freak out over a Chinese Agent talking to Eric Swalwell, and called it the end of the world? www.nytimes.com/2026/10/29/u...
Jesse Felder / @jessefelder.com:'Some senior officials doubt that Mr. Huang could have remained unaware of her intelligence-gathering role for China... Megaspeed's sister company in Malaysia bought at least $4.8B worth of Nvidia chips, an exceptional amount of money for a small, obscure company.' www.nytimes.com/2026/10/29/u...
Jonathan / @jonathansocials.com:Funny how Trump, who screams about China daily, completely ignored a real Chinese spy plot, showing his tough-guy act is pure theater.
@adelpreore:We'll be uncovering these little corruption bombs like unfound Easter eggs for decades. — www.nytimes.com/2026/10/29/u...
Carl Quintanilla / @carlquintanilla:Six-byline alert: 🚨 — “.. The discovery that Beijing was getting reports from someone with direct access to Mr. Huang .. set off alarms at the White House. — .. Trump was briefed .. and chose not to do anything with the information. @nytimes.com $NVDA — www.nytimes.com/2026/10/29/u... …
Forums:
Hacker News:Alleged Chinese spy had ‘close relationship’ with Nvidia boss Jensen Huang
r/taiwan:Nvidia Chief Seen as Target of Chinese Spy Plot
r/Economics:Nvidia Chief, Jensen Huang, Is Seen as Target of Chinese Spy Plot
r/technology:A Chinese businesswoman who had a close relationship with Nvidia chief Jensen Huang was found to be passing intelligence to Beijing. …
r/politics:A Chinese businesswoman who had a close relationship with Jensen Huang was found to be passing intelligence to Beijing. President Trump was briefed and took no action
r/Intelligence:Nvidia Chief, Jensen Huang, Is Seen as Target of Chinese Spy Plot
r/neoliberal:Nvidia Chief, Jensen Huang, Is Seen as Target of Chinese Spy Plot
r/espionage:Nvidia Chief, Jensen Huang, Is Seen as Target of Chinese Spy Plot
BeauHD / Slashdot:Nvidia Chief Seen As Target of Chinese Spy Plot
Katie Tarasov / CNBC:
Intel reports Q3 revenue up 21% YoY to $16.5B, vs. $16.5B est., and forecasts Q4 revenue and adjusted EPS below estimates; INTC drops 23%+ after hours — Intel shares plummeted more than 20% in extended trading on Thursday after the chipmaker issued a weak fourth-quarter forecast, citing continued softness in the global PC market.
More:Intel, Financial Times, SiliconANGLE, Thurrott, Wccftech, Channel NewsAsia, Nikkei Asia, Bloomberg, The Straits Times, Wall Street Journal, Reuters, and Yahoo Finance
X:@zerohedge, @jukan05, @patrickmoorhead, @benbajarin, @trengriffin, @austinsemis, @patrickmoorhead, @patrickmoorhead, and @jimcramer
Forums:r/StockMarket and r/technology
More:
Intel:Intel Reports Third-Quarter 2026 Financial Results
Michael Acton / Financial Times:Intel shares fall 22% as weak sales outlook dents turnaround
Mike Wheatley / SiliconANGLE:Intel shares plummet more than 20% following weak guidance blamed on PC market slowdown
Paul Thurrott / Thurrott:Intel Revenues Up 21 Percent to $16.5 Billion
Omar Sohail / Wccftech:Intel's Data Center Business Is Now Almost As Big As Its PC Division After A 78% Surge, While Q4 Guidance Hints At Softer Revenue And Thinner Margins
Channel NewsAsia:Amazon burns cash, Intel flags weak PC demand as AI boom's costs ripple across markets
Yifan Yu / Nikkei Asia:Intel shares sink more than 20% as PC slowdown stretches into 2027
Ian King / Bloomberg:Intel Plunges After PC Slump and Supply Snags Hurt Outlook
The Straits Times:Intel shares drop 21% on Israel factory blast, PC weakness
Wall Street Journal:Intel Shares Plunge More Than 20% on Weak PC-Market Outlook
Sinéad Carew / Reuters:Weak quarter for Intel sends shivers through cooling chip stocks
Daniel Howley / Yahoo Finance:Intel tops Q3 earnings estimates, but falls short of Q4 outlook on sluggish PC sales as stock plunges 20%
X:
@zerohedge:Intel expects PC revenue to decline in the mid-20% range for its fourth quarter: CFO David Zinsner Intel also does not expect to have positive cash flow this year
Jukan / @jukan05:I think Intel badly underestimated how quickly higher memory prices would hit PC demand and trigger an inventory correction. Those risks were already visible by the Q2 earnings call. Management acknowledged them, but still expected client revenue to hold roughly flat in Q3, supported by CPU invent...
Patrick Moorhead / @patrickmoorhead:Here's what I said on @YahooFinance on in response asked to five questions on $INTC : 1. What stands out? A really good quarter: met on revenue, beat on almost everything else. It's the guide. Q4 is ~$1.5B light on weaker PCs and scarce substrates, and those hit everybody. Could be issues at their...
Ben Bajarin / @benbajarin:I'd like to believe Intel that the PC slowdown gets better 2H27 but I don't think so and that is not what we are modeling for the sector currently. 2027 may not be as negative as 2026 but I still think it is down on averages.
Tren Griffin / @trengriffin:Intel just started a new dance Called the Tighten Up First tighten up on the DDR5 SDRAM Now tighten up on that LPDDR5 Tighten up on that GDDR7 now Yeah, dance the Tighten Up. H/T Archie Bell and the Drells
Austin Lyons / @austinsemis:Lip Bu says “Foundry can build your CPU! Doesn't have to be an Intel CPU either”... happy to hear that explicitly: “We are also open to building any CPUs at scale for our customers, fully [agnostic] to underlying ISA.”
Patrick Moorhead / @patrickmoorhead:$INTC off the call. 10 things not in the release that were meaningful: 1. Five-year view: Intel sees server CPU TAM up to 5x, $40B to $200B+. Agents, agents, agents. 2. This year and next: server CPU units, all vendors, up 30%+ each year, with shortages into 2028. 3. Q4: data center up mid-teens...
Patrick Moorhead / @patrickmoorhead:Good $INTC quarter, very challenging guide. We will have to wait until the call to get the details. Has to be from one or all of these: 1. weakening PC (see $MSFT comments) 2. scarcity of substrates 3. incident at Intel's fab in Israel
Jim Cramer / @jimcramer:Yes i am disappointed in Intel,actually furious about it
Forums:
r/StockMarket:Intel stock plunges 16% as chipmaker blames PC slowdown for weak guidance
r/technology:Intel stock plunges 21% as chipmaker blames PC slowdown for weak guidance
Stephen Morris / Financial Times:
Alphabet's stock falls 12.3%, wiping a record $500B from its market cap, after reporting negative cash flow amid its AI spending; the Nasdaq falls 1.4% — Google owner admits ‘AI mode’ has hurt traditional search as sales and profits undershoot expectations
More:Financial Times, Wall Street Journal, PYMNTS.com, CNBC, Forbes, B&T, BBC, Semafor, Fox Business, PC Gamer, The Tech Portal, Gizmodo, Sky News, New York Post, and Aardvark
X:@daniel_koss, @dariocpx, @drewcohenmoney, @melvininvests, @oguzerkan, @thechartdr, @illyquid, @thomasrice_au, @oguzerkan, @garymarcus, and @renesellmann
LinkedIn:Thomas Monteiro, Jared Blikre, Davey Alba, Davey Alba, and Tuli (Nate) Urbach
Bluesky:@tyleraking.com, @markriedl, @mims, @stevekovach, and @serghei
Forums:r/google, r/StockMarket, and r/Economics
More:
Financial Times:Google is eating itself — but it could still eat everyone else too
Wall Street Journal:Alphabet Sheds Half a Trillion in Market Value in Stock's Worst Day Ever
PYMNTS.com:Alphabet Loses $500 Billion in Market Value as AI Threatens Google Search
Arjun Kharpal / CNBC:Alphabet tanks nearly 13% for worst day ever, losing $500 billion in value
Fiona Riley / Forbes:Google Parent's Stock Tank Erases Nearly $500 Billion In Second-Biggest Daily Market Cap Loss Ever
Tom Fogden / B&T:Google Loses More Than $500B In Value As AI Costs Balloon
Kali Hays / BBC:Google value plunges by $500bn as AI fears rattle Wall Street
Brendan Ruberry / Semafor:Alphabet loses $500 billion in market value
Brittany Miller / Fox Business:Google parent Alphabet suffers nearly $500B Wall Street wipeout amid AI spending fears
Jess Kinghorn / PC Gamer:‘We feel very good about our trajectory here’ says Google as its stock tanks by $500 billion
The Tech Portal:Google-parent Alphabet sees nearly $500Bn AI-led market cap wipeout, largest in company history
AJ Dellinger / Gizmodo:Google Eats Its Own Tail (and Profits) With AI Summaries as Stock Price Plunges
James Sillars / Sky News:Google parent Alphabet takes $500bn hit on AI worries
Taylor Herzlich / New York Post:Alphabet sheds record $500B in market value as AI fears hit fever pitch
Aardvark:Google shoots itself in the foot?
X:
Daniel Koss / @daniel_koss:At first glance $GOOG earnings Yesterday looked great. But since stock was down 7-10% I of course got curious what the market hated so much and now looked into it. It's much simpler than I expected. Remember when their stock crashed because investors got scared their ad business would get heavil...
JustDario / @dariocpx:$META is selling ~$100B of equity to fund CapEx $GOOGL just printed -$9.1B FCF, and I expect them to announce a similar jumbo fundraising operation soon Anthropic wants an IPO in ~2 weeks, but I am worried there might not be much cash left for it by then
Drew Cohen / @drewcohenmoney:I think $GOOG management disclosures are misleading. They should stop including AI queries in their comments on Search query growth. It obviously is a different a different monetization profile and does nothing but confuse (or hide) a potential slow down in traditional search. In my opinion, t...
Melvin / @melvininvests:$GOOGL is getting CRUSHED today and I think the market is waking up to the biggest risk facing Google. Shares opened down roughly 13% and are trading near $280, wiping out around $500 BILLION in market value. Alphabet missed on revenue and earnings for the first time in nearly four years. Revenue...
Oguz Erkan / @oguzerkan:I see many people think $GOOG's flat Q/Q search revenue is just a noise and it'll reaccelerate again. It won't, not in a sustainable way. Zero click searches now make up 68% of all searches and it'll only go up. Revenue opportunity in search is diminishing year by year.
Will Meade / @thechartdr:Is there any company that's more of a monopoly than Alphabet, Google. The world's greatest investors like Buffett are always saying buy the best companies when they're on sale. Not investment advice, just an opinion. $GOOG $GOOGL
@illyquid:$GOOG search might be the victim of disinformation in the same way the rest of the chip sector is. Search query growth hit a five-year high. On X this is often explained as a surge of chatbots and agents running unmonetisable Google searches. However, I have yet to see any credible, experienced c...
Thomas Rice / @thomasrice_au:People forget what a beast Meta's core business is until Google highlights it for them. $META $GOOGL
Oguz Erkan / @oguzerkan:$META ads revenue has caught up with $GOOG search revenue. $META ads have grown faster than $GOOG search every quarter since Q1 2023, so it'll likely surpass $GOOG search next quarter. If you think search is not going anywhere, think again.
Gary Marcus / @garymarcus:Giant cash machines like Meta and Google are now negative cash flow; OpenAI and Anthropic have been from the start. * (*With the arguable exception of one anomalous quarter with a big subsidy.) There is at least an 80% chance that this will turn out to be the greatest capital misallocation in history.
Rene Sellmann / @renesellmann:Turns out my reasons to sell $GOOG was right all along, but I was way too early.
LinkedIn:
Thomas Monteiro:Alphabet's massive AI bet may be funding the competition more than itself — This quarter feels like a moment of truth for Alphabet …
Jared Blikre:💸 Microsoft and Alphabet rent computing power to the AI labs. They also own pieces of them. This quarter, Microsoft collected the rent while Alphabet felt the cost of ownership. …
Davey Alba:Spent the morning digging through Alphabet's 10-Q, and it tells a different story from the earnings call Wednesday. …
Davey Alba:Alphabet's earnings today were FASCINATING to cover - lots of good tidbits! First, the bad: shares fell after hours after the company's main businesses came up short of estimates. …
Tuli (Nate) Urbach:#Alphabet just had a great quarter and the stock fell 13%. Revenue was up 25% and Google Cloud more than doubled. …
Bluesky:
Tyler King / @tyleraking.com:Google again breaking new ground, demonstrating that a leopard, sufficiently motivated, is capable of eating its own face. [embedded post]
Mark Riedl / @markriedl:“AI mode” searches threaten profits in Google's core advertising business. Lol [embedded post]
Christopher Mims / @mims:this is not investment advice but Google seems pretty confident they can sell ads in AI chats because people still use them when they're shopping etc. — given all we know about how people use chatbots & how they can steer us, feels like this could be a more powerful advertising channel, not less [embedded post]
Steve Kovach / @stevekovach:Google is about to experience Google Zero [embedded post]
Sergiu Gatlan / @serghei:Google built a product that answers questions and made people stop clicking ads. — Bold strategy for a company that sells ads. [embedded post]
Forums:
r/google:Alphabet tanks nearly 13% for worst day ever, losing $500 billion in value
r/StockMarket:Alphabet falls 11% in premarket, putting it on course for its biggest ever post-earnings drop
r/Economics:Alphabet falls 10% in premarket, putting it on course for its biggest ever post-earnings drop
More:The Economic Times and The Asia Business Daily.X:@codecrackx15
More:
The Economic Times:Alphabet's AI risks deepen as filing reveals $98 billion in commitments beyond the $1 trillion spending
Hwang Yoonju / The Asia Business Daily:Google Discloses Additional $98.5 Billion in Contingent Commitments, Raising Concerns Over AI Investment Burden
X:
@codecrackx15:Google AI bets have essentially wiped out Google's war chest it has built for the entirety of its existence. Get ready for the nickle and dime'ing to begin. We need to start thinking about going analogue. Less dependence on technology for our day-to-day needs. [embedded post]
Lauren Forristal / TechCrunch:
More:Google, Business Insider, CNET, Bloomberg, Ars Technica, Quartz, The Motley Fool, Wall Street Journal, CIO Dive, Search Engine Roundtable, 24/7 Wall St., Storyboard18, Tech Brew, Search Engine Journal, Search Engine Roundtable, and The Register
LinkedIn:Shashidhar, Matthew Rivard, and Sofia D.
More:
Shashi Thakur / Google:Ads in AI Mode expand to new markets.
Dan Whateley / Business Insider:YouTube missed expectations on ad revenue as growth slowed down
CNET:Here's Why You're About to See More Ads in Google's AI Overviews
Bloomberg:Google Erases a Record $500 Billion as AI Eats Into Sales
Ryan Whitwam / Ars Technica:Google admits AI search makes less money, but it's fixing that with more ads
Cris Tolomia / Quartz:Google is taking AI Mode search ads global as search revenue growth slows
The Motley Fool:CALL PARTICIPANTS — Head of Investor Relations - James Friedland — Chief Executive Officer - Sundar Pichai
Erin Woo / Wall Street Journal:Google Shares Fall 10% as Growth in Search Revenue Slows
Paige Gross / CIO Dive:Microsoft, Google report booming AI revenue as the tech reshapes business
Barry Schwartz / Search Engine Roundtable:Google: Ads In AI Mode Earning Less Than Traditional Search Ads
Alex Sirois / 24/7 Wall St.:Ad Empires in the AI Crosshairs: Meta's Massive Infra Spending vs. Google's Search Defense
Anuja Jain / Storyboard18:Alphabet loses $511 billion in market value as Google ad growth slows and AI spending weighs
Whizy Kim / Tech Brew:Google needs you to please click on its links
Brooke Osmundson / Search Engine Journal:Google's Q3 Selloff Raises Advertiser Concerns About AI Search
Barry Schwartz / Search Engine Roundtable:Google Expands Ads In AI Mode To More Countries & Multiturn Ads In U.S.
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
LinkedIn:
Shashidhar:When we first began designing ads for AI Mode, we knew the bar for quality and relevance would be exceptionally high. …
Matthew Rivard:Ads in AI Mode and within AI Overviews are scaling in Canada 🇨🇦 — We're seeing queries In AI Mode 3x longer than traditional searches on average. …
Sofia D.:One standout takeaway from Google's earnings call yesterday: — Google Search query growth reached a 5-year high, driven by AI Overviews. …
Sara Fischer / Axios:
Reddit plans to require users to log in to fully access the site in response to AI scraping, and to begin tests in select markets outside the US this quarter — Reddit on Thursday said it's moving to become a primarily logged-in experience, marking one of the most significant shifts in its 21-year history.
More:The Verge, Engadget, Android Police, Ars Technica, Windows Report, PCMag, Storyboard18, Dexerto, RuntimeWire, Digital Trends, Motley Fool, 9to5Google, 9to5Mac, PPC Land, Techaeris, and Bloomberg
X:@rhyssullivan, @naranciagaming, @steelcityclaire, @sarafischer, and @tomwarren
Forums:r/redditstock, r/LinusTechTips, r/technology, r/wallstreetbets, and r/spezholedesign
More:
Jay Peters / The Verge:Reddit will force everyone to log in
Karissa Bell / Engadget:Reddit will force users to log in as AI is killing search traffic
Timi Cantisano / Android Police:Reddit is moving to a “logged-in experience” to protect its content and improve the experience for its users
Scharon Harding / Ars Technica:Reddit is moving to “a logged-in-only experience,” CEO says
Rishaj Upadhyay / Windows Report:Reddit Will Soon Enforce Mandatory Logins to Curb AI Scraping
Michael Kan / PCMag:To Stop Bots, Reddit Will Require All Visitors to Log In
Anuja Jain / Storyboard18:With 80% of monetisation from logged-in users, Reddit rethinks open access
Dylan Horetski / Dexerto:Reddit is making a major change to how users access the platform
RuntimeWire:Reddit wants more readers to log in as search traffic falls
Nadeem Sarwar / Digital Trends:Reddit will force everyone to log in, and there's no escape if you want to post or just lurk
Sharice Wells / Motley Fool:What It Means — U.S. revenue rose 50% despite a smaller audience, so all of that growth came …
Ben Schoon / 9to5Google:Reddit will soon be a ‘logged-in-only’ website, forcing you to have an account
Ryan Christoffel / 9to5Mac:Reddit will soon require an account for most content
Luis Rijo / PPC Land:Reddit plans to make logins the norm after 20 years of open browsing
Alex Hernandez / Techaeris:Reddit Is Becoming a Logged-In Experience, and Google Is Why
Riley Griffin / Bloomberg:Reddit Sinks on Plan to Limit Access, Sales Outlook Miss
X:
Rhys / @rhyssullivan:Discord removing their sign in requirement Reddit adding one
@naranciagaming:the quorafication of reddit is proceeding ahead of schedule
@steelcityclaire:the search engine is now officially dead, long live slop
Sara Fischer Knight / @sarafischer:NEW: In a huge departure from its 21 year history as an open web champion, @Reddit is moving to become a primarily logged-in experience — I spoke w CEO Steve Huffman & COO Jen Wong about why now, and what it will look like. Takeaways: 👀Homepage will still be accessible to logged-out visitors 🔎Log...
Tom Warren / @tomwarren:Reddit is announcing a huge shift: It's going to start requiring users to log in. Reddit is becoming a ‘logged-in-only experience,’ says CEO Steve Huffman https://www.theverge.com/...
Forums:
r/redditstock:Reddit will force everyone to log in / Reddit is becoming a ‘logged-in-only experience,’ says CEO Steve Huffman.
r/LinusTechTips:Reddit will force everyone to log in
r/technology:Reddit moves to logged-in experience as AI eats search
r/wallstreetbets:Reddit ($RDDT) is announcing a huge shift: It's going to start requiring users to log in.
r/spezholedesign:Reddit will force everyone to log in / Reddit is becoming a ‘logged-in-only experience,’ says CEO Steve Huffman.
Jonathan Vanian / CNBC:
More:Platformer, Reddit Upvoted, AdExchanger, TechCrunch, Reuters, and PC Gamer
More:
Casey Newton / Platformer:What Google and Reddit's bad days have in common
Reddit Upvoted:Reddit Reports Third Quarter 2026 Results
Anthony Vargas / AdExchanger:Reddit Is Going Login Only. Blame Google.
Sarah Perez / TechCrunch:As search traffic dries up, Reddit announces it's shifting to a logged-in experience
Jaspreet Singh / Reuters:Reddit posts search traffic declines, will push visitor sign-ins to curb data scraping; shares drop
Tyler Wilde / PC Gamer:Reddit will switch to a ‘logged-in only experience’
Katherine Doherty / Bloomberg:
NYSE owner ICE plans US-regulated Hyperliquid-based perpetual markets with Trade.xyz, a market operator on the crypto platform, and takes a stake in Trade.xyz — Intercontinental Exchange Inc. joined forces with one of the market operators behind offshore crypto-trading platform Hyperliquid …
More:The Block, Unchained, Intercontinental Exchange, ZyCrypto, Financial Times, CryptoPotato, Yahoo Finance, CoinDesk, Yahoo Finance, and CNBC
X:@tradexyz, @standuquesne, @hyperliquidx, @elonmusk, @nyse, @okx, @degeneratenews, @andyyy, @geiger_capital, @shahh, @goodalexander, @citrini, @shaundadevens, @blknoiz06, @novogratz, @moonpay, @wclemente, @cryptoklotz, @blknoiz06, @chamath, @fundstrat, @krugermacro, @mert, @ice_markets, @star_okx, @grayscale, @nategeraci, @moonoverlord, @jasonyanowitz, @tradexyz, @gumsays, @jchervinsky, @matthuang, @matthuang, @matt_hougan, @blknoiz06, @heyjxck_, @amitisinvesting, @chameleon_jeff, and @martinshkreli.LinkedIn:Yacine Ghalim.Bluesky:@datadrivenmd.social
More:
Jason Shubnell / The Block:HYPE surges 15% as NYSE parent ICE moves to bring Hyperliquid perps to US
Unchained:Stan Druckenmiller Confirms Trade.xyz Stake, Says He Plans to Use Its Hyperliquid Perps
Intercontinental Exchange:Intercontinental Exchange and Trade[XYZ] to Bring Hyperliquid-Based Perpetual Markets Onshore
Erie Maxwell / ZyCrypto:HYPE Targets $120 as NYSE Owner Moves to Bring Hyperliquid Perpetual Futures to Regulated U.S. Markets
Financial Times:Stanley Druckenmiller backs push to bring risky crypto-style bets to Wall Street
Jose Oramas / CryptoPotato:HYPE Price Rises 15% Following NYSE Plan to Bring Hyperliquid Perps to the US
Jose Antonio Lanz / Yahoo Finance:Hyperliquid's HYPE Jumps 13% as NYSE Owner ICE Moves to Bring Its Perpetual Futures to the US
CoinDesk:NYSE owner takes steps to bring Hyperliquid perpetual futures to U.S.
Unchained / Yahoo Finance:NYSE Owner ICE to Bring Hyperliquid Perps to the US Through Trade.xyz Partnership
Oliver Renick / CNBC:Rare Stanley Druckenmiller post sends crypto-linked stock surging
X:
@tradexyz:trade[XYZ] and ICE, owner of the New York Stock Exchange, are joining forces to bring 24/7 perpetual futures on Hyperliquid to the United States. In just over a year, our markets on Hyperliquid have surpassed $650 billion in volume. They provide continuous price discovery for stocks, indices, and...
Stan Druckenmiller / @standuquesne:I am excited to be an investor in trade(xyz) as they partner with ICE to bring 24/7 perpetual futures on Hyperliquid to the United States. As a market participant, I am looking forward to to using their innovative product to enhance my investment process.
@hyperliquidx:Intercontinental Exchange (ICE) and trade[XYZ] have announced their plan to use Hyperliquid as the infrastructure layer to deploy perpetual futures markets for US traders across crypto, equities, commodities, foreign exchange, and other real-world assets, subject to regulatory approvals. ICE operat...
Elon Musk / @elonmusk:Interesting
@nyse:Joining forces with @tradexyz Welcome to our community.
@okx:Another major milestone for the OKXICE joint venture. ICE and @tradexyz are advancing a new regulated, 24/7 market model for U.S. retail traders, with access through OKXICE. One shared vision: financial markets that are more open, efficient, and accessible.
@degeneratenews:BREAKING: BILLIONAIRE STAN DRUCKENMILLER @standuquesne MAKES HIS FIRST-EVER ORIGINAL POST ON X SAYS HE'S INVESTED IN @tradexyz AFTER ITS @ice_markets DEAL PLANS TO TRADE ITS 24/7 @HyperliquidX PERPS HIMSELF
Andy / @andyyy:NEW: Billionaire investor, Stanley Druckenmiller's first post on X, is promoting trade(xyz) and Hyperliquid. Insane timeline. Be more bullish. $HYPE [embedded post]
@geiger_capital:You're bearish? Stan Druckenmiller is bringing Hyperliquid to the US and you're bearish?
Shah / @shahh:>One of the most successful macro investors in financial history >$10b net worth >Joins twitter 4yrs ago >Doesn't tweet anything >Not even one word >Logs back on >Tweets Hyperliquid >Logs off Insane motion, send everything higher. [image] [embedded post]
@goodalexander:Druck KOL tweet, time to pack it up it's been good
@citrini:I think it's a lot less confusing to people now why we've been excited about @tradexyz and Hyperliquid considering we typically speak about tradfi. It's because they're eventually going to be one and the same.
Shaunda Devens / @shaundadevens:Some additional info on TradeXYZ x Intercontinental Exchange Partnership: - ICE will be the exclusive operator of trade[XYZ]'s regulated U.S. markets, and is taking a minority stake in trade[XYZ]. - They will build a new, dedicated market and clearing structure on Hyperliquid, with full KYC/AML,...
@blknoiz06:i think some of the biggest opportunities around Hyperliquid over the next few years could come from the applications built on top of it equity perps are particularly interesting to me. Hyperliquid is heavily focused on infrastructure, which leaves room for teams to build better mobile trading exp...
Mike Novogratz / @novogratz:When @standuquesne tweets.... Proud of my friend and the guy that bought me my first BTC!!! Go @tradexyz ... You've come a long way baby!!!
@moonpay:put it in the “first tweet” hall of fame [embedded post]
Will / @wclemente:If hyperliquid's trading volume from non-crypto assets grows to become the dominant portion, don't see why it needs to trade so highly correlated to BTC/crypto anymore.
Doug Funnie / @cryptoklotz:couple things about the NYSE and hyperliquid 1) having been in crypto for a long time, this sort of headline is genuinely unimaginable, borderline psychedelic. crypto was a goofy quasi-illegal ponzi just a few years ago, and now it's like
@blknoiz06:greatest investor of all time greatest businessman of all time largest exchange in the world all emphatically bullposting hyperliquid on the same day the future is bright for crypto
Chamath Palihapitiya / @chamath:@standuquesne Welcome to the Thunderdome, Stan!
@fundstrat:Are u sure u want to be bearish on crypto?
Alex Krüger / @krugermacro:HYPE +22% in 6 hours on ICE/Trade.xyz, rangebound for 2 weeks before, zero pre-news volume. Bravo! This is how assets react when the team and friends don't front-run the news. In crypto you're usually their exit liquidity.
@mert:> is one of the greatest investors of all time > joins twitter 4y ago > says nothing > not even once > logs on for first time > tweets hyperliquid > logs off forever honestly incredible motion. gotta show props
Ice / @ice_markets:ICE and @tradexyz are bringing Hyperliquid-based perps to the U.S. Announced this morning, ICE will operate U.S. regulated versions of @tradexyz's markets, leveraging their expertise as the leading deployer of real-world-asset perps on Hyperliquid. The new venue will operate separately to ICE's i...
@star_okx:An exciting step toward bringing perpetual futures into the regulated U.S. market. Combining ICE's institutional-grade market infrastructure, Trade[XYZ]'s onchain innovation, and OKX's distribution and trading technology could help create a new generation of global, 24/7 financial markets. Differ...
@grayscale:May I introduce you to a concept: 24/7 trading. @ICE_Markets x @tradexyz
Nate Geraci / @nategeraci:I believe there's an enormous ETF story brewing w/ Hyperliquid as part of this... As the regulatory environment evolves & perps move onshore in the US, I expect their use w/in ETFs to absolutely explode. Perps obviously help solve the issue of gaining price exposure to hard to access & illiquid...
@moonoverlord:binance saw hyperliquid getting the shine today and decided to get hacked for $3 billion
Yano / @jasonyanowitz:I still remember the day Paul Tudor Jones came out and called Bitcoin the fastest horse in the race. It was May 2020. Bitcoin was at $9k. That moment changed everything for Bitcoin. PTJ's public call forever eliminated the career risk for hedge funds to buy BTC. Bitcoin went on to 10x over the...
@tradexyz:We're honored to have your trust and support.
Gum / @gumsays:“druckenmiller never had a losing year in 30 years, averaged ~30% a year, ended 1987 up 99% (the year of black monday) and closed 2008 up 11%” and his first tweet ever is about Hyperliquid
Jake Chervinsky / @jchervinsky:Congratulations to ICE and trade[XYZ] on their partnership to bring onchain markets for perpetual futures into the United States using Hyperliquid. The frontier of finance will be won by innovators who use new technology to offer a superior product to end users. The race is on.
Matt Huang / @matthuang:Congrats to Shoku, trade[xyz], Hyperliquid, and ICE. This is a big step toward bringing the power of Hyperliquid onshore to the US. Also, welcome Stan to the trade[xyz] party :)
Matt Huang / @matthuang:Stan, Elon, and the whole world wants 24/7 markets
Matt Hougan / @matt_hougan:If you're looking at $HYPE up 14% and wondering if you missed it, please consider that 99.9% of Americans do not know it exists. We exist inside a very unique bubble here on CT. We are just getting started.
@blknoiz06:the partnership between ICE, the parent company of the NYSE, and tradexyz is a pretty significant development for Hyperliquid i've always thought perpetual futures were one of the best financial products to come out of crypto, and i expect them to become much more widely used in traditional market...
@heyjxck_:> be stan druckenmiller, born in 1953 > study english & economics at bowdoin college > start an economics phd at michigan > drop out after two semesters > become a stock analyst at a pittsburgh bank > start Duquesne Capital in 1981 > 1987, short the market ahead of black monday > market crashes 22...
Amit / @amitisinvesting:tokenization is coming for all assets. the entire financial system is abrupt for change, including the ridiculous options market makers that destroy retail investors on the spread, as perpetual future contracts will offer a fundamentally deeper way to express conviction with leverage. really excit...
@chameleon_jeff:Growing up in the United States, NYSE was synonymous with the story of American capitalism. I vividly remember learning about the Buttonwood agreement in 9th grade history class. 24 stockbrokers met under a tree on Wall Street and formed the beginning of what would become the world's financial cent...
Martin Shkreli / @martinshkreli:if any tradfi firms (funds, family offices, etc.) are hyperliquid curious after Druckenmiller's post and want to learn more, please DM or email me: martin@dl.software
LinkedIn:
Yacine Ghalim:What a day for Heartcore Capital 's portfolio protocol Hyperliquid. — The NYSE 's parent company ICE is teaming up with TradeXYZ Technologies Inc …
Bluesky:
Jorge A. Caballero / @datadrivenmd.social:None of these words are in the bible [embedded post]
DoorDash agrees to acquire Instacart in a ~$17B deal, paying $65 per share, a 26% premium to its October 22 close, as the platform delivery market consolidates — DoorDash (DASH.O) said on Thursday it would buy Instacart (CART.O) in a deal valued at about $17 billion, stepping up its push …
More:DoorDash, New York Times, The Information, Bloomberg, Associated Press, NBC News, Financial Times, Reuters, archive.is, Proactive, Retail Dive, USA Today, PPC Land, Dexerto, Business Insider, iPhone in Canada, The Information, Engadget, American Economic …, The Verge, and Business Insider
X:@t_xu, @thedashboard, @nycmayor, @apoorva_mehta, @mikeisaac, @juokaz, @james406, @joelpollak, @sarthakgh, @thedashboard, @adamkovac, @madhavchanchani, @thedashboard, @alexlmiller, @litcapital, @gerberkawasaki, @chaotictransfem, @mynameisdesmond, @thedashboard, @econliberties, and @killedbygoogle
LinkedIn:Dee-Ann Durbin, Jesús Díaz-Sarabia Cramazou, Mitchell Parton, Jason Goldberg, Joe Guszkowski, Emil Protalinski, Chase Binnie, Catherine Douglas M., and Natalie Lung
Mastodon:@davidcelis@xoxo.zone and @dogzilla@masto.deluma.biz
Forums:Hacker News and r/doordash_drivers
More:
DoorDash:DoorDash to Acquire Instacart to Help Local Stores Win
New York Times:DoorDash to Buy Instacart for $17 Billion, Uniting 2 Delivery Giants
The Information:DoorDash and Thrive Go Shopping
Bloomberg:DoorDash's $17 Billion Instacart Deal Aimed at Walmart, Amazon
Dee-Ann Durbin / Associated Press:DoorDash to buy Instacart for $17 billion in big consolidation for grocery delivery
Rob Wile / NBC News:Doordash to acquire Instacart for $17 billion, creating delivery giant
Rafe Rosner-Uddin / Financial Times:DoorDash to acquire Instacart for $17bn
Reuters:DoorDash to buy US rival Instacart in mega grocery delivery push
Daniel Murray / archive.is:DoorDash to buy Instacart for $17 billion
Proactive:DoorDash shares surge over 6% after $17 billion Instacart deal and upbeat earnings
Catherine Douglas Moran / Retail Dive:DoorDash to buy Instacart for $17B
Saleen Martin / USA Today:DoorDash buys Instacart for $17 billion. What it means for users
Luis Rijo / PPC Land:Instacart ad revenue gains 23% to $331m in quarter before DoorDash deal
Dylan Horetski / Dexerto:DoorDash reveals it's buying Instacart for $17 billion with massive subscription change
Alex Bitter / Business Insider:What DoorDash says its $17 billion deal for Instacart means for delivery workers
Usman Qureshi / iPhone in Canada:DoorDash Is Buying Instacart for $17B, and Canada Gets a Say
Valida Pau / The Information:DoorDash Will Buy Instacart For $17 Billion
Anna Washenko / Engadget:DoorDash acquires Instacart in $17 billion delivery service merger
American Economic Liberties Project:Economic Liberties Calls On FTC to Block Doordash-Instacart Merger
Jess Weatherbed / The Verge:DoorDash is acquiring Instacart for $17 billion
Alex Bitter / Business Insider:DoorDash plans to buy Instacart for $17 billion, creating a delivery powerhouse
X:
Tony Xu / @t_xu:Main Street doesn't need to out-build the world's biggest online retailers and grocers. What it needs is access to what others have built for themselves. @DoorDash and @Instacart share that mission and focus. Coming together will enable the best possible logistics and software infrastructure to produce the best possible grocery delivery experience. The combined reach and network density will lower fulfillment costs for grocers, offer more savings and faster delivery options for consumers, and provide greater earning opportunities for Dashers and Shoppers. Grocery delivery is still early and the product isn't there yet, but we think its future is local - because when more people shop local, more dollars stay local.
@thedashboard:Today we're announcing @DoorDash's intent to acquire @Instacart. Both DoorDash and Instacart share a mission to help local businesses succeed. Together, we could give grocers and retailers of every size the best of both in one service: DoorDash's delivery network and Instacart's grocery and fulfil...
Mayor Zohran Kwame Mamdani / @nycmayor:Just last month, DoorDash couldn't seem to find the money to pay their deliveristas — until our administration forced them to give back $131M+ in stolen wages and penalties. This week, they've managed to find $17 billion to acquire one of their main competitors. Corporate consolidation means higher prices, harsher exploitation, and greater economic inequality for New Yorkers. We've stood up to these giants before. That doesn't stop now.
Apoorva Mehta / @apoorva_mehta:Tony and I have explored bringing Instacart and DoorDash together on and off over the years. We kept coming back to it because the industrial logic has always been clear. Customers have 21 meals a week to figure out. Groceries and restaurant delivery each solve part of that problem. Serving custom...
Rat King / @mikeisaac:InstaDash deal via @emmymrtin @laurenamccarth prob annoying for uber eats which is doing its own grocery thing https://www.nytimes.com/...
Juozas Kaziukėnas / @juokaz:DoorDash says they have only received “several hundred orders in total” from personal agents like Muse.
James Hawkins / @james406:DoorDash needs to be careful here that $17 billion acquisition can easily become $33.25 billion after the delivery fee, platform fee, taxes, and dasher tip
Joel Pollak / @joelpollak:If you think corporations just sit on piles of cash, maybe you should not be running anything of significance
Sar Haribhakti / @sarthakgh:“DashPass and Instacart+ members would pay one membership fee instead of two, which would save them an estimated $100 million per year on membership fees alone.”
@thedashboard:When more people shop local, more dollars stay local. In 2025, more than 600,000 merchants partnered with @DoorDash in the U.S. and generated over $60B in sales. @Instacart has helped retailers add more than 237,000 grocery jobs and generate $22.5B in revenue since 2012. And neighbors earn by del...
Adam Kovacevich / @adamkovac:Calling DoorDash-Instacart a grocery monopoly only works if you leave out Walmart, the biggest online grocer in America (~37%), now offering 30-minute delivery in 33 markets. Local grocers need scale to compete with that, and this deal could help.
Madhav Chanchani / @madhavchanchani:The American version of Zomato acquiring Blinkit :)
@thedashboard:We believe bringing @DoorDash and @Instacart together would help local businesses serve their customers better, grow, and compete. Our platforms only work when they work for the businesses that use them. That's why, after the deal closes, we're committing to freeing grocers that have an exclusivit...
Alex Miller / @alexlmiller:I'm really sick of everything become a duopoly
@litcapital:Mamdani weighing in on DoorDash M&A as if NYC is their only market is hilariously ignorant A combined $DASH and $CART will combine complementary tech and distribution networks that will offer more options for consumer and more orders for its gig employees (which means more $) I do think drivers...
Ross Gerber / @gerberkawasaki:This is big. The food delivery business is consolidating...
Rachel / @chaotictransfem:this is an anti consumer merger that absolutely needs to be blocked by the FTC. unfortunately i doubt it will be
Desmond Lim / @mynameisdesmond:DoorDash has agreed to acquire Instacart in a $17B deal paying $65 per share, a 26% premium. Congrats to Tony Xu & his team! I just happened to catch up with CEO DoorDash Tony Xu, yesterday in SF (we did not discuss this deal), who has been an early investor in Workstream since seed round! Some...
@thedashboard:We just delivered @DoorDash's Q3 2026 financial results, with new quarterly records in Marketplace GOV, revenue, and net income. This was another strong quarter for us as we continued to grow our membership programs, expand selection, and launch new products that make DoorDash more useful every da...
@econliberties:A DoorDash-Instacart merger would be bad for business, bad for workers, and bad for consumers. It's a trifecta of harm
@killedbygoogle:Awful news for consumers.
LinkedIn:
Dee-Ann Durbin:DoorDash wants to gobble up Instacart. — It's a deal that could consolidate grocery delivery in the U.S. and abroad. …
Jesús Díaz-Sarabia Cramazou:DoorDash's proposed $17 billion acquisition of Instacart got me thinking about what 𝗽𝗿𝗼𝗱𝘂𝗰𝘁 …
Mitchell Parton:🥕 BREAKING for ADWEEK: DoorDash has agreed to buy Instacart for about $17 billion, the companies said Thursday. …
Jason Goldberg:DoorDash's acquisition of Instacart was finalized today. — As the provider landscape becomes more consolidated, grocery and restaurant companies need …
Joe Guszkowski:It's official: DoorDash is acquiring Instacart for $17 billion in cash and stock. — The company emphasized that the combination will help local grocers …
Emil Protalinski:DoorDash has added Instacart to its cart. — DoorDash has agreed to acquire Instacart for about $17 billion, with the transaction expected …
Chase Binnie:Pretty big news: — Instacart announced it would be acquired by DoorDash in a deal worth approximately $17 billion. …
Catherine Douglas M.:It's official: DoorDash announced Thursday its plans to buy Instacart for roughly $17 billion. — The merger marks a major consolidation within the e-commerce and technology space for grocers. …
Natalie Lung:Here we go: DoorDash agreed to buy rival Instacart in a deal that values the company at about $17 billion, the latest sign of consolidation …
Mastodon:
David Celis / @davidcelis@xoxo.zone:hell yeah! i love monopolies, which are famously good for local stores and consumers — https://about.doordash.com/...
@dogzilla@masto.deluma.biz:I don't have a masters in business, but I'm pretty sure DoorDash isn't paying $17bn for Instacart so they can “help local stores win”. In fact, I'm pretty sure DoorDash doesn't give a shit about local stores. — DoorDash to Acquire Instacart to Help Local Stores Win — https://about.doordash.com/... …
Forums:
Hacker News:DoorDash is acquiring Instacart for $17B
r/doordash_drivers:Doordash acquires Instacart for $17 billion
Radhika Rajkumar / ZDNET:
Mistral releases the weights for Mistral Large 4, or Le Chonk, and says it rivals top open models such as GLM-5.3 on the Artificial Analysis Coding Agent Index — Mistral has released the weights for Large 4, along with some impressive Artificial Analysis scores. — ZDNET's key takeaways
More:Mistral Blog, Wired, Fortune, PYMNTS.com, VentureBeat, SiliconANGLE, The Decoder, RuntimeWire, How-To Geek, and The Deep View
X:@mistralai, @artificialanlys, @jun_song, @miaai_lab, @teortaxestex, @qtnx_, @scaling01, @sophiamyang, @artificialanlys, @andrewcurran_, @aaronabentheuer, @arthurmensch, @analogalok, @artificialanlys, and @nvidiaai
LinkedIn:Howard Cohen, Enzo Gouaislin, Amanda Saunders, and Quentin Torroba.Bluesky:@raincoaster
Forums:r/Destiny and r/MistralAI
More:
Mistral Blog:Built for Coders, Trusted by Defenders.
Joel Khalili / Wired:Mistral Says Its AI Model ‘Le Chonk’ Has Leapfrogged China in the Open-Weight Race
Beatrice Nolan / Fortune:Mistral says its new model, Large 4, achieves ‘frontier’ performance among open models for agentic coding and cyber defense
PYMNTS.com:Mistral Touts Cyber Capabilities of Its ‘Chonk’ AI Model
Carl Franzen / VentureBeat:Mistral Large 4 ‘Le Chonk’ arrives as the top open model outside China with improved coding performance and 63% lower cost-per-task
Kyt Dotson / SiliconANGLE:Mistral releases open weights for Mistral Large 4, providing sovereign control for the company's ‘Le Chonk’ AI model
Maximilian Schreiner / The Decoder:Paris-based Mistral releases “Le Chonk,” a strong coding model that still trails China overall
Ryan Merket / RuntimeWire:Mistral releases 1T-parameter Le Chonk weights for coding and cyber work
Jefferson Mangubat / How-To Geek:Mistral is taking on U.S. and Chinese AI giants with its biggest model yet
Sabrina Ortiz / The Deep View:Mistral bets open-weight AI can win enterprise
X:
@mistralai:Today, we release the weights of a new and improved Le Chonk, advancing the open frontier for agentic coding and cybersecurity. 💻 Built to build: Le Chonk ranks #1 on @cognition 's FrontierCode among open models, and sets a new benchmark for Pareto efficiency on @artificialanalysis. 🛡 Built to defend: State-of-the-art in cyberdefense, put through the paces by the world's leading cyber vendors, including @CrowdStrike , @cloudflare , @rubrik , @zscaler , and others. Built for sovereignty: Make it yours. Download the weights on @huggingface , customize it with Mistral Forge, and deploy it wherever you need it.
@artificialanlys:Mistral Large 4 is now open weights, narrowly making it the #1 open weights model developed outside of China @MistralAI has updated and released the weights of their flagship model, Mistral Large 4, with 1.05T total and 52B active parameters. With high reasoning, Mistral Large 4 scores 26 on the Artificial Analysis Intelligence Index v5, up 1 point from Mistral Large 4 Preview (25), with the major differences being increased token efficiency and reduced hallucinations. It sits 1 point ahead of the leading US-developed open weights model, Muse Spark Open (xhigh, 25). On the Artificial Analysis Cyber Index, Mistral Large 4 (high) scores 51, third among current open weights models behind DeepSeek V4.1 Flash 1017 (max, 57) and MiMo-V2.6-Pro (56) [...]
Jun Song / @jun_song:Mistral just dropped a new open-weight model for the roughly seven people on earth who will actually use it.
Mia / @miaai_lab:Mistral Le Chonk open-weights are LIVE! - Weights around 1TB for FP8 - NVFP4 should weight around 580 GB It's the best model Europe has to offer. I hope they will also release a smaller ‘Flash’ model later on.
@teortaxestex:tasteful selection of comparisons Mistral #1! Take that, China.
@scaling01:LeChaton 1T@52B model is open-weights
Sophia Yang / @sophiamyang:Le Chonk model weights are out 🔥
@artificialanlys:Full Artificial Analysis Intelligence Index results for Mistral Large 4 (high)
Andrew Curran / @andrewcurran_:This cat got even fatter. Now up on Hugging Face.
Aaron Abentheuer / @aaronabentheuer:LeChonk is now open weight. We got to work with the Science teams to visualise some of the model's capabilities across cyber and research. Go check out the announcement: https://mistral.ai/... [video]
Arthur Mensch / @arthurmensch:Good progress in the last few weeks ! And now the weights
Alok / @analogalok:Mistral-Large-4-1T-A52B Le Chonk weights now available on huggingface! - The model beats Muse Spark Open on the Artificial Analysis Intelligence Index V5 - Beats Kimi K3, GLM 5.3 and Deepseek V4.1 Flash on the Cognition FrontierCode 2.0 All benchmarks available in the replies. Huggingface Link:...
@artificialanlys:Mistral Large 4 (high) uses 82K output tokens per Intelligence Index task and sits on the open weights Pareto frontier, while open weights models that score higher use 113K or more. Compared to the Preview, Mistral Large 4 (high) uses 39% fewer output tokens per Intelligence Index task
@nvidiaai:Congrats @MistralAI team on the next gen Le Chonk! 🙌 1T-parameter MoE multimodal model trained from scratch on 3,800 NVIDIA Grace Blackwell GPUs. Our day 0 support: NVFP4 on @huggingface → https://huggingface.co/... Scale distributed inference using performance-optimized Dynamo → https://t.co/70cV...
LinkedIn:
Howard Cohen:Today, Mistral is releasing the weights of Mistral Large 4, advancing the open frontier in coding and cyber defense. — https://lnkd.in/euBzH79Z …
Enzo Gouaislin:Mistral Large 4 is here 🐈 — Built for coders, trusted by defenders: the model weights are now open. — The highlights: …
Amanda Saunders:Le Chonk is now out in the wild 🧡🐾💚 — What's exciting about Mistral Large 4 is the focus on cybersecurity and safety. …
Quentin Torroba:Le Chonk is finally open weights 🐈 — Mistral Large 4 got a lot better since its preview: it's now the best open-weight model for coding …
Bluesky:
@raincoaster:Honest to dawg, for a minute I thought this was about Fat Bear Week. [embedded post]
Forums:
r/Destiny:Mistral Says Its AI Model ‘Le Chonk’ Has Leapfrogged China in the Open-Weight Race
r/MistralAI:Mistral Large 4 (Le Chonk) is now open weight
Phoebe Liu / The Information:
Sources: Nvidia is in talks to provide Nscale with billions of dollars in credit guarantees for debt to develop a 460MW data center that Anthropic plans to use — Nvidia is in talks to provide Nscale, a young AI cloud provider, with billions of dollars in credit guarantees for debt to develop …
More:Bloomberg, Reuters, and Finimize
X:@rohanpaul_ai, @_pheebini, @amir, @stocksavvyshay, and @stockmktnewz
More:
Brody Ford / Bloomberg:Nvidia in Talks to Offer Credit Support for Nscale Project
Rodrigo Ramirez / Reuters:Nvidia in talks to give credit support for Nscale's deal with Anthropic, The Information reports
Finimize:Nvidia Looks To Backstop Nscale's AI Data Center Debt
X:
Rohan Paul / @rohanpaul_ai:Nvidia is negotiating to guarantee likely more than $5B in construction debt for Nscale's 460MW Anthropic data center. per The Information The unsigned deal would back the West Virginia building's value rather than its lease or chips, letting Nscale borrow at investment-grade terms. If Nscale mi...
Phoebe Liu / @_pheebini:New: Nvidia is discussing a different credit support structure for Nscale's 460MW data center campus that Anthropic has a $45 billion contract to use—a residual value guarantee for the data center itself More details in @theinformation: https://www.theinformation.com/ ...
Amir Efrati / @amir:in other Nvidia news... co still working hard to help neoclouds get by, this time Nscale's facility for Anthropic. but it's a different type of credit guarantee / backstop than the ones Nvidia has done for other facilities.
Shay Boloor / @stocksavvyshay:$NVDA is reportedly in talks to provide over $5B in credit guarantees for Nscale's 460MW data center backed by a $45B $ANT compute contract. Nvidia would essentially be financing power and construction rather than GPUs which could help bring more Vera Rubin capacity online faster while lowering bo...
Evan / @stockmktnewz:NVIDIA $NVDA IS IN TALKS TO BACK BILLIONS OF DOLLARS OF DEBT FOR AI CLOUD STARTUP NSCALE The credit guarantees would help Nscale build a 460-megawatt data center that Anthropic plans to use, per The Information. The deal isn't signed yet, and terms could change.
Source: Anthropic is “Customer B” cited by SpaceX in a filing as its single largest customer accounting for 34.5% of Q3 revenue, surpassing the US government — Anthropic PBC is SpaceX's largest single customer, a person familiar with the matter said, accounting for more than a third …
X:@andrewcurran_.Bluesky:@proptermalone and @segyges
X:
Andrew Curran / @andrewcurran_:Customer B has been revealed. Anthropic is SpaceX's largest single customer, overtaking NASA and the Pentagon for the first time. 34.5% of SpaceX's revenue last quarter was from compute-as-a-service to Dario Amodei, and Anthropic has committed to spending up to $120.5 billion through 2029. He will...
Bluesky:
@proptermalone:tbf 35% of a very small number is not that much [embedded post]
SE Gyges / @segyges:if anthropic had refused to deal with elon it would likely have caused a severe cash crunch for spacex leading up to their IPO — but they didn't do that, so [embedded post]
Polymarket resumes trading after a security incident with a third-party provider, which a source says is DebugBear, and says it will reimburse affected traders — Polymarket said on Thursday it had restored trading after a temporary halt prompted by a security incident involving a third-party provider …
More:Polymarket Status, Washington Post, The Block, BleepingComputer, NBC News, InfoStealers, Gizmodo, Wall Street Journal, CNBC, Associated Press, Washington Examiner, TheStreet, RuntimeWire, Bitcoin News, CoinGape, and Unchained
X:@chrispavlovski, @shanaka86, @pirat_nation, @peterwildeford, and @saurav_tweets
Bluesky:@molly.wiki, @markjacob, and @tyleraking.com
More:
Polymarket Status:The exchange is currently in cancel-only mode and relayer actions paused while we investigate an incident.
Miriam Waldvogel / Washington Post:Polymarket pauses international trading after outside vendor's security issue
Sarah Wynn / The Block:Polymarket resumes trading after $2.65 million exploit, says third-party provider was compromised
Lawrence Abrams / BleepingComputer:Polymarket halts trading after crypto-draining script breach, $2.5M traced
Rob Wile / NBC News:Polymarket halts trading for an hour after vendor compromise, says impacted users will be ‘made whole’
InfoStealers:Polymarket Breach Alert: Wallet-Draining Code Found in a Third-Party Script
Tom McKay / Gizmodo:Polymarket Temporarily Froze Trading After Hackers Reportedly Stole Millions Via Third-Party Service
Wall Street Journal:Hackers Swipe Millions From Polymarket Users in Latest Security Breach
Davis Giangiulio / CNBC:Polymarket reports outage on international exchange, halts trading
Kaitlyn Huamani / Associated Press:Polymarket paused international trading after a security issue involving a third-party provider
Claire Carter / Washington Examiner:Polymarket halts trading after ‘security incident’ siphons $2.65 million in minutes
Mehab Qureshi / TheStreet:Polymarket halts trading after provider compromise
Ryan Merket / RuntimeWire:Polymarket halted trading after malicious code appeared in a vendor script
Andrew Hayward / Bitcoin News:Polymarket Halts Trading Over Exploit That Stole Estimated $2.7M From Users
Boluwatife Adeyemi / CoinGape:Polymarket Halts Trading Amid Reports Of Users' Wallets Being Drained
Unchained:Polymarket Resumes Trading, Vows to Reimburse Traders After Third-Party Provider Compromise
X:
@chrispavlovski:DHS hacked Polymarket hacked Binance hacked I know trends when I see them, this is a trend that's accelerating and is incredibly concerning. Incredible work by Tether and @paoloardoino for helping to freeze the Binance hack in minutes.
Shanaka Anslem Perera / @shanaka86:JUST IN: The code that drained Polymarket accounts on 29th October was set to skip any account worth under $10, per Hudson Rock's read of the script. The drainer in June's Polymarket theft skipped anything under $100,000, per Source Defense. The 2 thefts took about the same money. June took about...
@pirat_nation:Polymarket has been hacked, users have reported their money got stolen >Users reported suspicious activity, missing money and positions being closed without their permission. >Polymarket blamed the issue on a vulnerability in an external authentication provider. >Money stolen, some users reporte...
Peter Wildeford / @peterwildeford:Polymarket was hacked 👀 ...A compromised third-party script on its site drained over $2.5M from users and sold off their positions. Second time since June the same kind of attack has hit them.
Saurav / @saurav_tweets:here's what happened in the polymarket hack: > polymarket just got hacked through a speed tracking script. > polymarketdotcom loaded a small script from @DebugBear, a company that checks how fast websites run > someone swapped that file for a wallet drainer. same name, same address > your brows...
Bluesky:
Molly White / @molly.wiki:can't even imagine how delighted the polymarket guys must be to have their $2.7 million exploit overshadowed a few hours later by one with three extra zeroes
Mark Jacob / @markjacob:Prediction markets are a pox on our society.
Tyler King / @tyleraking.com:“Predictions markets platform Polymarket was forced to halt trading on its international platform Thursday for nearly an hour because of what it said was a third-party compromise. — There were also unconfirmed reports from users on Polymarket's Discord channel who said their wallets had been drained. …
Olga Kharif / Bloomberg:
Coinbase reports Q3 revenue down 35% YoY to $1.22B, in line with est., and net income up 66% to $719M, its first profit in a year, on unrealized crypto gains — Coinbase Global Inc. returned to profitability for the first time in a year while posting a quarterly decline in revenue …
More:Coinbase, PYMNTS.com, The Information, Channel NewsAsia, TheStreet, CNBC, Wall Street Journal, and Yahoo Finance
More:
Coinbase:Coinbase Q3 2026 Earnings Show All-time-high Coinbase One Subscribers and Prediction Markets Surpassing $200 Million in Annualized Revenue
PYMNTS.com:Coinbase Cuts Trading Reliance as Subscription and Services Revenue Nears 50%
Yueqi Yang / The Information:Coinbase Revenue Fell 35%, Partially Offset by Prediction Market
Channel NewsAsia:Coinbase returns to profit as crypto investment gains offset trading weakness
TheStreet:LIVE: Coinbase Q3 2026 earnings call
Liz Napolitano / CNBC:Coinbase net income surges 66% in third quarter, benefiting from bitcoin investment gains
Vicky Ge Huang / Wall Street Journal:Coinbase Swings to Profit After Big Quarter for Bitcoin
David Hollerith / Yahoo Finance:Coinbase reports Q3 rise in profit despite crypto slump
Cecilia D'Anastasio / Bloomberg:
Roblox reports Q3 bookings down 12% YoY to $1.7B, vs. $1.63B est., and DAUs down 9% to 138M, vs. 145.8M est.; RBLX drops 16%+ after hours — Roblox Corp. reported a year-over-year decline in player engagement after deploying more robust child-safety measures.
More:GamesBeat, GamesBeat, and Roblox.X:@kreekcraft
More:
Dean Takahashi / GamesBeat:Roblox says more than 80% of its top 100 games used AI to accelerate creation
Dean Takahashi / GamesBeat:Roblox grows revenues in Q3 by 16%, but stock falls in after-hours trading
Roblox:Shareholder Letter — Third Quarter 2026 Financial and Operational Highlights To Our Shareholders …
X:
@kreekcraft:Roblox just released a letter to shareholders. - Over 80% of the top 100 Roblox games now use AI. - Steal an Egg and Huss Valley are almost 100% AI generated. - More than 70,000 games have been AI generated with Roblox Build.
Canada-based Cohere completes the first close of a round that it expects to total up to $5B, with Canada agreeing to invest up to $1.14B, at a $20.5B valuation — Cohere Inc., an artificial intelligence model maker, is in the process of raising a large funding round at a $20.5 billion valuation …
More:Cohere Inc, Cohere, Reuters, BetaKit, Implicator.ai, PYMNTS.com, Dow Jones Newswires, Canadian Press, Light Reading, The Logic, Globe and Mail, RuntimeWire, and Unite.AI
X:@cohere, @markjcarney, @markjcarney, @afinetheorem, @afinetheorem, and @afinetheorem.Bluesky:@twseal
More:
Cohere Inc:Cohere Announces Series E Fundraise Targeting CAD $7 Billion to Meet Surging Global Demand for Secure, Sovereign AI
Cohere:Who Gets to Build the Frontier for AI
Leo Marchandon / Reuters:Ottawa takes stake in Cohere as AI company opens $4.5 billion funding round
Madison McLauchlan / BetaKit:Cohere deal won't be last time feds take stake in Canadian tech companies, AI minister says
Marcus Schuler / Implicator.ai:Can Ottawa's Stake Keep a Toronto AI Lab at Home?
PYMNTS.com:Cohere Raises $5 Billion for Alternative AI Vision
Paul Vieira / Dow Jones Newswires:Canada to Take Equity Stake in AI Firm Cohere — Update
Anja Karadeglija / Canadian Press:Ottawa to invest up to $1.6B in Canadian AI firm Cohere
Light Reading:Cohere wraps initial close of new funding round to fuel sovereign AI efforts
Catherine McIntyre / The Logic:Ottawa will invest up to $1.6B in Cohere as firm's valuation hits $35.7B
Globe and Mail:Ottawa buys $1.6-billion stake in Cohere as AI firm's valuation soars to $35.7-billion
RuntimeWire:Cohere targets C$7B round as Ottawa takes an equity stake
Evan Mercer / Unite.AI:Cohere Closes Initial Series E Targeting Up to CAD $7B at CAD $35.7B Valuation
X:
@cohere:We're proud to announce the initial close of our Series E, targeting up to CAD $7 billion at a CAD $35.7 billion valuation; marking the largest private financing round in Canadian startup history.
Mark Carney / @markjcarney:Secure, sovereign AI. Built in Canada for the benefit of all Canadians.
Mark Carney / @markjcarney:Canada's sovereignty depends on our ability to build, adopt, and govern AI on our own terms. That's why Canada is taking an equity stake in Cohere — one of the world's leading builders of secure AI. Sovereign AI. Built here at home. Read more: https://www.pm.gc.ca/...
Kevin A. Bryan / @afinetheorem:If the bet was “we are going to try our best to build frontier models domestically”, and you were throwing Moonshot money at it, maybe. See @anton_d_leicht on this. But this isn't an attempt at that - it's just old-fashion govt winner-picking. 3/3
Kevin A. Bryan / @afinetheorem:There is no path to economic growth from distorting even more heavily the financing of winners via the taxpayer pocket. Private sector involvement? Schwarz (protected sector, sells IT to German govt), Bell (protected sector, sells IT to Canada govt), Proximity7 (Aramco...) 2/3
Kevin A. Bryan / @afinetheorem:Good for Cohere - showing great growth + definitely a market for on-prem models. But man, I so dislike this govt trend. The investment from “Canada
Bluesky:
Thomas Seal / @twseal:The government of Canada agreed to invest as much as $1.14 billion in Cohere as part of a funding round which values the artificial intelligence company at $20.5 billion, roughly triple its value a year ago
OpenAI updates Model Spec to reorganize it around five values: faithfulness to human intent, harm minimization, honesty and transparency, human agency, and care — As our models get smarter and take more consequential actions in the world, it becomes increasingly important that they go beyond …
More:Unite.AI.X:@andrewcurran_, @w01fe, and @boazbaraktcs.Forums:r/accelerate
More:
Mira Kellan / Unite.AI:OpenAI Reorganizes Model Spec Around Five Core Behavior Values
X:
Andrew Curran / @andrewcurran_:OpenAI has updated their model spec around five core values: - faithfulness to human intent - harm minimization - honesty and transparency - human agency - care. ‘The Assistant,’ which has been around for a very long time, has been replaced with ‘GPT.’ [image] [embedded post]
Jason Wolfe / @w01fe:We've updated the Model Spec, our public description of how we want our models to behave. This revision makes clearer what we want from models as they take on more autonomous work in the world and become capable of helping us in new ways. 🧵 https://openai.com/...
Boaz Barak / @boazbaraktcs:We organized the Model Spec around five core values: 1. Be faithful to human intent. 2. Minimize harm. 3. Be honest and transparent. 4. Facilitate human agency. 5. Act with care. [embedded post]
Forums:
r/accelerate:OpenAI updates Model Spec to reorganize it around five values: faithfulness to human intent, harm minimization, honesty and transparency, human agency, and care
Andy Larsen / Salt Lake Tribune:
Utah files 14 criminal charges against Kalshi and its co-founders Tarek Mansour and Luana Lopes Lara for allegedly breaking Utah's gambling laws — The state of Utah has filed 14 criminal charges, including 13 felony counts, against the prediction market site Kalshi and its co-founders …
More:The Verge, Front Office Sports, and Reason
X:@victorrocha1.Bluesky:@mikevorkunov.Forums:r/technology, r/technology, and r/politics
More:
Emma Roth / The Verge:Utah charges Kalshi and its CEO with illegally promoting online gambling
Ben Horney / Front Office Sports:Utah Escalates Kalshi Fight With Felony Charges
Tosin Akintola / Reason:Utah Files Criminal Charges Against Kalshi Co-Founders
X:
Victor Rocha / @victorrocha1:“The state did not issue arrest warrants for Monsour and Lopes Lara. Instead, they have been issued summons to respond to the charges in Third District Court in Salt Lake County.” https://www.sltrib.com/...
Bluesky:
Mike Vorkunov / @mikevorkunov:Same week the NBA announced its new prediction market deals, Utah filed criminal charges against Kalshi and its founders for allegedly breaking its gambling laws and Reuters reported the CFTC is investigating Polymarket to see if it broke its 2022 enforcement agreement www.sltrib.com/news/2026/10...
Forums:
r/technology:Utah files 14 criminal charges against Kalshi and its founders, says the site breaks the state's gambling laws
r/technology:Utah charges Kalshi and its CEO with illegally promoting online gambling
r/politics:Utah files 14 criminal charges against Kalshi and its founders, says the site breaks the state's gambling laws
Liz Moyer / Barron's Online:
Pinterest reports Q3 revenue up 12% YoY to $1.17B, vs. $1.21B est., global MAUs up 10% to 661M, and forecasts Q4 revenue below est.; PINS drops 8%+ after hours — Choose Barron's as a preferred source of financial news — Key Points — Pinterest missed expectations and guided to lower …
More:Pinterest, Inc..X:@katie_roof
More:
Pinterest, Inc.:Pinterest Announces Third Quarter 2026 Results, Delivers 12% Revenue Growth and Record Users
X:
Katie Roof / @katie_roof:Who is today's Pinterest user [embedded post]
Sources: Instagram is offering select creators $50K to $500K to cross-post their long-form YouTube content to its new “Features” product — Instagram wants what YouTube has — and it's willing to pay up to get it. — In an effort to persuade content creators to post long-form video …
More:Simon Owens's Media Newsletter, Tubefilter, and Memeburn
More:
Simon Owens / Simon Owens's Media Newsletter:Is Amazon losing its audiobook monopoly?
James Hale / Tubefilter:Instagram is offering YouTubers up to $500,000 to post with its new horizontal format
Marko Nguyen / Memeburn:Instagram Features: 90-Minute Videos, No Revenue Share
Sources: Google, Meta, and other tech companies are resisting broad ICE demands for user data as they face future Democratic-led congressional investigations — As midterms near, Google, Meta and other tech firms resist broad ICE demands for user data as the agency scours platforms for immigration speech
X:@kenroth and @emilyglazer.Bluesky:@harrymccracken.com
X:
Kenneth Roth / @kenroth:With the Democrats likely to take over at least one house of Congress and launch investigations, big tech firms are belatedly offering some resistance to ICE inquiries about user data that supposedly reveals immigration patterns. https://www.wsj.com/...
Emily Glazer / @emilyglazer:Big Tech has largely deferred to Trump since his election. But as Democrats appear poised to regain power in the midterms, Google, Meta & others are taking new tacks with ICE subpoenas seeking user information https://www.wsj.com/... By me, @georgia_wells and @HannaCritch
Bluesky:
Harry McCracken / @harrymccracken.com:The tide may already be shifting. https://www.wsj.com/politics/policy/ google-meta-ice-midterms-e6f2a6c4?st= BLSqTK&reflink=desktopwebshare_ permalink
Sandisk reports Q1 revenue up 378% YoY to $11B, vs. $10.7B est., forecasts Q2 revenue above est., announces an 8-for-1 stock split; SNDK drops 4%+ after hours — Sandisk's stock has climbed more than 2,600% since the company separated from Western Digital 20 months ago - and it has one of the highest prices in the S&P 500
More:Barron's Online, Dow Jones Newswires, Investor's Business Daily, and Sandisk Corporation
More:
Janet H. Cho / Barron's Online:Sandisk Reports Another Big Earnings Beat. Investors May Have Wanted More.
Dow Jones Newswires:Sandisk sees revenue nearly quintuple - and its stock is heading higher
Patrick Seitz / Investor's Business Daily:Sandisk Clears Fiscal Q1 Targets, Announces 8-For-1 Stock Split
Sandisk Corporation:Sandisk Reports Fiscal First Quarter 2027 Financial Results
John Collison / Cheeky Pint:
Q&A with Sam Altman on finding PHP bugs, sandboxing superhuman models as an unsolved safety dilemma, robotics scaling data centers, math, agent swarms, and more — Sam Altman, CEO of OpenAI, joins John to break down how models uncovered critical PHP vulnerabilities …
More:YouTube, The New Stack, and RuntimeWire
X:@deredleritt3r, @andrewcurran_, @aibattle_, @kimmonismus, @firesidealpha, @jaynitx, @deanwball, and @collision
Forums:r/accelerate and r/singularity
More:
YouTube:Why Sam Altman is against a single superintelligence
Amanda Caswell / The New Stack:Sam Altman almost scrapped token pricing. Here's why he backed off.
Ryan Merket / RuntimeWire:Sam Altman says AI-found PHP flaws expose a need to rethink software architecture
X:
Prinz / @deredleritt3r:Sam Altman on automation of AI R&D, RSI, OpenAI's internal model: 1. “We don't know yet how [automated AI R&D] truly is going to work. We know today how to say: find me a 5% compute efficiency win.
Andrew Curran / @andrewcurran_:I was going to post some new sama quotes from this interview this morning, but prinz already posted a great summary. I will add that this is the third time I've seen Mr Altman talk about self replicating OpenAI datacenters. The first use case for OpenAI robots appears to be building more OpenAI rob...
@aibattle_:Sam Altman quote from the Cheeky Pint podcast Sam on their internal model -
@kimmonismus:Let's take what Sam Altman is saying seriously for a second. He says the following is within reach:
@firesidealpha:Sam Altman says OpenAI's robotics program will be pointed at building data centers, calling self-replicating data centers “within grasp”
@jaynitx:Sam Altman reveals the AI math breakthroughs left him with sadness and a feeling of something ending “I'm actually probably not supposed to say this, but I will since we're drinking”
John Collison / @collision:Tomorrow on Cheeky Pint: @sama of @OpenAI
Forums:
r/accelerate:Sam Altman: “[We Spent] $10+ Millions Of Compute On Navier-stokes. $100+ Millions On Other Discoveries Including Much More Than What We Have Published”
r/singularity:“$10+ millions of compute on Navier-Stokes. $100+ millions on other discoveries including much more than what we have published”
Vittoria Elliott / Wired:
Sources: an Accenture staffer's Claude agent ran on a DOD network for two months and appears to have sent info to a third-party site before it was identified — Sources tell WIRED that an Accenture employee's personal Claude agent ran on a DOD network for two months before it was identified and the vulnerability could be patched.
More:The Register.Bluesky:@dell, @telliotter, @couts, @timmarchman, and @leahfeiger
Forums:r/technology, r/PrepperIntel, r/fednews, r/craftofintelligence, and r/politics
More:
Brandon Vigliarolo / The Register:GSA left sensitive Google Drive files open to staff, contractors
Bluesky:
Dell Cameron / @dell:NEW: Sources tell WIRED a defense contractor logged their personal Claude account into the Pentagon's sensitive unclassified network for ~two months, during which it appears to have sent credentials and a network map to a high-risk website, @telliotter.bsky.social reports:
Vittoria Elliott / @telliotter:SCOOP: Sources tell WIRED that an Accenture employee's personal Claude agent ran on a DOD network for two months before it was identified and the vulnerability could be patched. The agent also called out to a high-risk third party site in pursuit of executing its tasks — www.wired.com/story/a-defe...
Andrew Couts / @couts:NEW: Absolutely wild scoop by @telliotter.bsky.social about a defense contractor who linked his personal Claude account to a sensitive DoD system for months, resulting in the system appearing to send logins and a network map to a vulnerable third-party site: www.wired.com/story/a-defe...
Tim Marchman / @timmarchman:NEW: A defense contractor deployed their personal Claude agent into a secure DOD network, where it sat for months writing and committing code without being detected, sources tell WIRED. It also sent login credentials to a third-party site. Exciting! @telliotter.bsky.social has the scoop:
Leah Feiger / @leahfeiger:NEW: A defense contractor from the consulting firm Accenture gave their personal Claude AI agent access to a secure Department of Defense system. — huge scoop from @telliotter.bsky.social, and the first incident of this kind we've seen:
Forums:
r/technology:A Defense Contractor Gave Their Personal AI Agent Access to a Secure Pentagon System | Sources tell WIRED that an Accenture employee's personal Claude agent ran …
r/PrepperIntel:A Defense Contractor Gave Their Personal AI Agent Access to a Secure Pentagon System
r/fednews:A Defense Contractor Gave Their Personal AI Agent Access to a Secure Pentagon System
r/craftofintelligence:A Defense Contractor Gave Their Personal AI Agent Access to a Secure Pentagon System
r/politics:A Defense Contractor Gave Their Personal AI Agent Access to a Secure Pentagon System
Aisha Malik / TechCrunch:
Meta quietly launches Style Sketch, an AI fashion app that helps users put together outfit ideas using clothes they own, in Indonesia, Singapore, and Thailand — Meta has quietly launched Style Sketch, an AI fashion app that helps users put together outfit ideas using clothes they already own.
More:Social Media Today and SocialSamosa
X:@mattnavarra, @juliey4, and @jjenglert
More:
Andrew Hutchinson / Social Media Today:Meta launches two new AI apps, including one aimed at kids
SocialSamosa:Meta launches AI-powered virtual pets and outfit planning apps
X:
Matt Navarra / @mattnavarra:🚨 Meta quietly launched an AI fashion app! 👗 Style Sketch connects to Facebook & Instagram to build a wardrobe from photos you've already posted • 👕 AI outfits from clothes you own • 🪞 Virtual try-ons matched to your body • ☀️ Weather-based looks • ✈️ Trip packing plans
Julie Young / @juliey4:this has got to be the weirdest time ever for people working in fashion. over the last 2 years, style has completely flattened. AI + short form made it so that there is no fashion
JJ Englert / @jjenglert:Why they wouldn't build this into muse confuses me. This is exactly what I have muse help me with.
Sponsor Posts
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Featured Podcasts
The Upstarts Podcast:The Accidental YC Founder Solving AI's GPU Crisis | SF Compute's Evan Conrad
Veteran tech reporter Alex Konrad sits down with breakout entrepreneurs taking on the status quo to shake up their fields in AI, design, nuclear energy, space, and more.
Audio 1 Subscribe to The Upstarts Podcast.
Cheeky Pint:Why Sam Altman is against a single superintelligence
Stripe cofounder John Collison interviews founders, builders, and leaders over a pint.
Audio 2 Subscribe to Cheeky Pint.
Great Chat:The case for AI optimism
A podcast mostly about tech. Brought to you weekly by Angela Du, Sally Shin, Mac Bohannon, Helen Min, and Ashley Mayer.
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Sources:Tobi Lütke on the AI agent revolution and future of Shopify
Candid conversations with the leaders shaping what's next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a decade.
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The Big Technology Podcast takes you behind the scenes in the tech world featuring interviews with plugged-in insiders and outside agitators.
Audio 5 Subscribe to Big Technology Podcast.
Machine Gods:Inside Anthropic's IPO + How AI agents spy on your messages
The official podcast of the singularity, from Casey Newton and Kevin Roose. Twice-weekly news, analysis, and interviews with the people who are building the future.
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Reinhardt Krause / Investor's Business Daily:Twilio Earnings Top Estimates. Shares Fall On Slowing Organic Growth.
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Ivan Mehta / TechCrunch:
X:@caseynewton and @joshelman.LinkedIn:Jason Costa
X:
Casey Newton / @caseynewton:Raising $20 million for my startup that prints out pictures of prominent industry experts and lets you kiss them [embedded post]
Josh Elman / @joshelman:Celebrating a few friends I have known for a long time on their fund raises today: @onecaseman building a smart digital twin at @superme https://techcrunch.com/... And @hoomanradfar helping solo entrepreneurs manage their business with @CollectiveFin https://www.axios.com/...
LinkedIn:
Jason Costa:Thrilled to see former Pinterest pals Casey Winters and Ludo Antonov, along with the team at SuperMe, announce their $20M Series A raise today. …
Rocket Drew / The Information:
X:
Adrian Aoun / @adrianaoun:Earlier this year Sebastian Thrun and I co-founded Dulo on a mission to create an Engineering Superintelligence, building foundation models for hardware design. Props to @theinformation for scooping our $130m seed round - we appreciate the support from @Benioff, @johndoerr, @ericschmidt, @yurimi...
Duncan Riley / SiliconANGLE:
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SOLINK:Solink Raises More Than $100 Million in New Funding to Bring its AI Vision Intelligence to Physical Business Operations Around the World
Evan Mercer / Unite.AI:Solink Secures $100M+ Led by Vertu Capital for AI Vision Growth
Harshita Mary Varghese / Reuters:
More:Serval, SiliconANGLE, Axios, and Fortune
X:@dinvesting and @raulnogales
More:
Serval:We raised $150M to make everyone a builder.
Duncan Riley / SiliconANGLE:Serval raises $150M at $3B valuation to bring its automation agents beyond IT
Chris Metinko / Axios:Serval raises $150M at $3B valuation
Nick Lichtenberg / Fortune:‘It was just a fight that we decided to pick’: Serval raises $150 million at a $3 billion valuation to take on ServiceNow
X:
Elliot Silver / @dinvesting:Serval wisely uses https://serval.com/. I remember when this domain name sold on NameJet in 2020 for less than $6k: https://namebio.com/... I was the underbidder and regret not going higher! Not the first, nor the last time that happened. [image] [embedded post]
@raulnogales:@Techmeme Access management is a telling place for agents to attract this kind of money. It is unglamorous work, but it is exactly where an agent stops being a demo and starts holding real permissions, and where one wrong grant can undo a year of earned trust.
Earlier Picks
Micah Barkley / Bloomberg:
More:Wabi, SiliconANGLE, TechCrunch, and Ventureburn
X:@ekuyda and @joshelman
More:
Wabi:Wabi Raises $55 Million At A $1.25 Billion Valuation, Following Strong Early Demand
Maria Deutscher / SiliconANGLE:Wabi reels in $55M for its consumer-focused AI assistant
Sarah Perez / TechCrunch:Wabi, the AI agent that builds mini apps, now valued at $1.25B after latest round
Ventureburn:Wabi Raises $55M to Expand Shared Personal AI Assistant
X:
Eugenia Kuyda / @ekuyda:Today, I'm excited to share that we've raised $55M in Series A funding at a $1.25B valuation, led by @IVP, with support from @a16z, @ForerunnerVC, and an incredible group of founders and investors including @Benioff, @tobi, @dickc, and @marissamayer. Everyone has an operating system for their phon...
Josh Elman / @joshelman:Oh and of course what @ekuyda and @wabi are building to help people manage and organize the streams of their lives
More:CNBC, Microsoft, MarketWatch, The Information, Bloomberg Law, Quartz, Barron's Online, and Capital Brief.Bluesky:@marypcbuk
More:
Jordan Novet / CNBC:Microsoft plans to raise $25 billion in debt as it pursues AI buildout
Microsoft:Microsoft announces debt offerings
MarketWatch:Microsoft to raise up to $25 billion in bond market as investors get pickier about AI debt binge
Aaron Holmes / The Information:Microsoft Seeks to Raise $25 Billion in Bond Sale
Bloomberg Law:Microsoft Eyes at Least $25 Billion in First US Bond Since 2017
Cris Tolomia / Quartz:Microsoft is raising at least $25 billion in bonds, its first U.S. sale since 2017
Karishma Vanjani / Barron's Online:Microsoft Issues New Bonds, Adding to AI Debt Spree
Capital Brief:Alphabet hammered as investors lap up Microsoft bonds
Bluesky:
Mary Branscombe / @marypcbuk:I'm expecting a lot of people saying “Microsoft is doomed” just before the bond sale is 4x oversubscribed and they raise slightly more than they ask for at very good rates [embedded post]
Lauren McCarthy / New York Times:
More:Cointelegraph, CNBC, Wall Street Journal, Inc.com, Bitcoin Insider, The Information, and WOWTALE
X:@jbahrdestefano, @dustingouker, @matthuang, @pbdspodcast, @rdominguezibar, @jbahrdestefano, @darrenrovell, @roblockwood, and @bkclaims
More:
Nate Kostar / Cointelegraph:Kalshi raises $1B at $40B valuation as non-sports revenue run rate tops $1B
Davis Giangiulio / CNBC:Kalshi valuation jumps to $40 billion in latest funding round
Krystal Hur / Wall Street Journal:Kalshi Reaches $40 Billion Valuation in New Funding Round
Moses Jeanfrancois / Inc.com:Kalshi Is Now Worth $40 Billion. Its Next Fight Isn't With a Competitor
Bitcoin Insider:Kalshi Raises $1 Billion at a $40 Billion Valuation
Yueqi Yang / The Information:Kalshi Raises $1 Billion at $40 Billion Valuation
WOWTALE:Kalshi Raises $1B Series G at $40B Valuation as Utah Files Criminal Charges Against Its Founders
X:
JC Bahr-de Stefano / @jbahrdestefano:pretty insane val ramp for @Kalshi YC in Mar '19 —> $40B val 7.5yrs later
Dustin Gouker / @dustingouker:Kalshi officially announced today it raised $1 billion at a $40 billion valuation, which had been reported by various media outlets in recent months.
Matt Huang / @matthuang:Congrats to @mansourtarek_, @luanalopeslara and team Kalshi on $1B at $40B led by Sequoia and Wellington
@pbdspodcast:Kalshi's $40 Billion CEO Is Taking On Wall Street and Vegas | @Kalshi @mansourtarek_ (0:00) Intro (1:19) From Wall Street to $40 Billion (8:32)The Secret Skill Behind Kalshi's Top Traders (21:26) How Kalshi Makes Money (25:14) Kalshi Had Bolsonaro at 85% (30:15) Casinos vs. Kalshi (56:08) Shane G...
Ruben / @rdominguezibar:Kalshi is now worth 20x its valuation from June 2025. @Kalshi raised $185M at a $2B valuation in June 2025. In October 2026 it closed a $1B Series G at $40B, co-led by @sequoia and Wellington. That's 20x in 16 months, across five rounds. Each step-up came in close to DOUBLE the last one: 2.5x to...
JC Bahr-de Stefano / @jbahrdestefano:Now official —> @Kalshi closed its $1B Series G at a $40B val co-led by @sequoia & @Wellington_Mgmt > $4B+ revenue run rate > ~500 institutional entities drive ~25% of volume (ex market makers) > Building out leveraged event contracts, single-stock perps & compute markets Nearly 2x the $22B Se...
Darren Rovell / @darrenrovell:Kalshi Valuations: March 2019 — $750,000 March 2020 — $40.2 million February 2021 — $144.8M November 2021 — $750M June 2025 — $2B October 2025 — $5B November 2025 — $11B May 2026 — $22B October 2026 — $40B
Rob Lockwood / @roblockwood:Absolute joy to read @matt_levine take on Kalshi @mansourtarek_ absurd WSJ column https://www.bloomberg.com/opinion
Thomas Braziel / @bkclaims:Just watched Bloomberg's Kalshi profile. Too much founder mythology, too little scrutiny of what's actually being sold. 1.) Bloomberg puts sports at 75% of trading volume—not revenue, but a pretty revealing number. We already have sports betting, with licensing requirements and substantial taxes....
More:RedState, Security Affairs, Nextgov/FCW, CircleID, The Daily Caller, Breitbart, and Task & Purpose
X:@crispinburke, @rlheinrichs, @verambergen, @shidelerk, @insidergeo, @hopeseck, and @defencegeek
LinkedIn:Josh Ross and Katie Arrington
Bluesky:@forbesmm and @raphae.li
Forums:r/AirForce and r/technology
More:
Kyle Becker / RedState:Mysterious ‘Freezer’ Breakdowns at Military Bases May Be Part of More Sinister Threat
Pierluigi Paganini / Security Affairs:US Probes Suspected Hack Behind Military Base Freezer Failures
David DiMolfetta / Nextgov/FCW:Officials suspect Iran in series of cyberattacks on military base freezers
CircleID:Pentagon Investigates Military Base Freezer Failures as Suspected Cyberattack
Francis Kapper / The Daily Caller:Mysterious Freezer Failures Spark Pentagon Cyberattack Investigation
Lucas Nolan / Breitbart:Pentagon Investigates Military Base Freezer Failures as Cyberattack
Austin Campbell / Task & Purpose:Pentagon investigates series of commissary freezer failures as possible cyberattack
X:
Crispin Burke / @crispinburke:Investigators are examining whether this might be connected to the cyber attacks on refrigeration units in France.
Rebeccah Heinrichs / @rlheinrichs:Meanwhile there's a Russian sabotage campaign ongoing in Europe
Vera Bergengruen / @verambergen:“The Pentagon is treating the spate of mysterious freezer malfunctions that spoiled food at military bases across the United States in August as a suspected hack, according to four officials familiar with the matter.” https://www.reuters.com/...
Kyle Shideler / @shidelerk:Same vulnerability that hackers exploited to hit France earlier this month?
@insidergeo:BREAKING: 🇺🇸 The Pentagon is treating a series of mysterious freezer malfunctions at US military bases across the country in August, which resulted in large quantities of food being spoiled at military commissaries, as a suspected cyberattack. The incidents affected at least six military commiss...
Hope Hodge Seck / @hopeseck:This is absolutely insane and has not gotten the attention it deserves.
@defencegeek:Considering the incidents in Europe where Cyber attacks targeted major shops in France and the Netherlands, I can take a pretty good guess at who might be behind this...
LinkedIn:
Josh Ross:Crazy to read, but ultimately not surprising. — Hundreds of French supermarkets had their refrigeration controllers pushed into a nonstop defrost cycle overnight. …
Katie Arrington:You don't say that the same type of attack that happened in France two weeks ago actually happened to a defense contractor? …
Bluesky:
Mike / @forbesmm:exposing critical infrastructure control systems to the network, what could go wrong — www.reuters.com/technology/p...
Raphael Satter / @raphae.li:Scoop: The Pentagon is treating this August's military base freezer malfunctions as a suspected cyberattack, officials tell me, @ajvicens.bsky.social, and Phil Stewart: — www.reuters.com/technology/p...
Forums:
r/AirForce:Looks like those commissary fridge malfunctions might have been a cyberatttack
r/technology:Pentagon treating military base freezer malfunctions as suspected cyberattack, officials say
Kali Hays / BBC:
More:TechCrunch, 19FortyFive, and Telegraph
X:@maria_drutska, @kadmitriev, @davetroy, @youranoncentral, @joeroganhq, @cb_doge, @mfa_russia, @gerashchenko_en, @maks_nafo_fella, @lrozen, @peterjukes, and @chriscoons.Mastodon:@carnage4life@mas.to
Forums:r/europe, r/politics, r/UnderReportedNews, r/WallStreetbetsELITE, r/NAFO, r/technology, r/UkrainianConflict, and r/SpaceXMasterrace
More:
Amanda Silberling / TechCrunch:Elon Musk is ‘truly a genius,’ says Vladimir Putin
Steve Balestrieri / 19FortyFive:Two Russian Starlink Rival Satellites Are Now Set to Fall from Orbit
Telegraph:Putin hails Musk as ‘real genius’ after Starlink slowdown
X:
Maria Drutska / @maria_drutska:Putin called Elon Musk a genius and said Russia is in regular contact with him. The US is discussing the return of US oil companies to Russia and lifting sanctions on Russia's government investment fund. Lavrov will be at the G20 meeting in Atlanta this week. There are no words.
Kirill Dmitriev / @kadmitriev:Elon Musk is a genius and a Peacemaker.
Dave Troy / @davetroy:Watch these two carefully. Moscow has been threatening to nuke Starlink, while Musk does Putin's bidding. These two are together WAY more dangerous than Trump, but the three together are even moreso. https://www.themoscowtimes.com/ ...
@youranoncentral:Putin praised Elon Musk and called him one of his “American” partners, this come after weeks of Musk antagonizing Ukraine and throttling their air defence. “Elon Musk is genius, a real genius.” “We are in close contact with our American partners, including Mr. Musk.”
@joeroganhq:Putin calls Elon Musk an “absolute total genius,” praising his achievements in space and highlighting the scale of Starlink's satellite network. Even world leaders recognize that Musk is operating on a completely different level in the space industry.
@cb_doge:Putin on Elon Musk today:
@mfa_russia:💬 President #Putin: @elonmusk is a genius. A true genius. 🛰 Russia is in close contact with its American partners, including Elon Musk. It's important not to impede one another!
Anton Gerashchenko / @gerashchenko_en:Putin said that Russia is “in close contact with American partners, including Mr. Musk, because it is very important not to interfere with each other in orbit, to maintain a certain level of discipline and order.”
@maks_nafo_fella:🤔 Putin on Elon Musk: Elon Musk is an industrial genius. He has more than 5,000 spacecraft in orbit. We are in close contact with our American partners, including Mr. Musk. It is important to maintain discipline and order in orbit. Both we and our American partners value this, and despite politi...
Laura Rozen / @lrozen:Putin effusively praises Musk and says they are in close contact with him as one of their American partners.
Peter Jukes / @peterjukes:Do you think Putin has kompromat on Musk as well as Trump? Would make a whole lot of sense
Senator Chris Coons / @chriscoons:One more thing to add to the list of questions for Musk when I subpoena him.
Mastodon:
Dare Obasanjo / @carnage4life@mas.to:Despite this being extremely predictable, it's still shocking to see as a headline. — Good luck, Ukraine. — https://www.bbc.com/... [image]
Forums:
r/europe:Elon Musk a ‘real genius’, Putin says after talks with SpaceX boss
r/politics:Putin Says Russia Works With Musk on Satellite Networks Despite Tensions
r/UnderReportedNews:Putin Says Russia Coordinates With ‘Genius’ Musk on Satellites
r/WallStreetbetsELITE:Elon Musk a ‘real genius’, Putin says after talks with SpaceX boss🤮
r/NAFO:Elon Musk a ‘real genius’, Putin says after talks with SpaceX boss
r/technology:Putin Says Russia Coordinates With ‘Genius’ Musk on Satellites
r/UkrainianConflict:They are not even hiding it anymore | Elon Musk a ‘real genius’, Putin says after talks with SpaceX boss
r/SpaceXMasterrace:Breaking News: Two space organizations adopt the most basic orbital safety principle
Federico Viticci / MacStories:
More:Bloomberg, Macworld, and Six Colors
X:@theappledesign, @jshchnz, @chriswelch, @neilcybart, @chancehmiller, @johnvoorhees, @johnvoorhees, @ericonca, @neilcybart, @joshuatopolsky, @viticci, @its_shevi, @cartidise, @jonathan_wilke, @michaelzsguo, @neilcybart, @cartidise, @0xluffy, @autismcapital, @thekitze, @sadlyitsbradley, @threepointone, @viticci, @usgraphics, @thekitze, @hesamation, @austintbyrd, @cartidise, and @autismcapital.Forums:r/apple
More:
Chris Welch / Bloomberg:Apple's MacBook Pro With PROLED XDR: How the New Touch Screen Feels
Mahmoud Itani / Macworld:The best touchscreen MacBook is already on your desk
Jason Snell / Six Colors:Quick thoughts about the new MacBook Pro
X:
@theappledesign:Steve Jobs on Touchscreen MacBook: “It doesn't work, it's ergonomically terrible”
Josh Cohenzadeh / @jshchnz:Just as Steve Jobs intended
Chris Welch / @chriswelch:My MacBook Pro PROLED first impressions: stellar hardware and a cautious approach to bringing touch to the Mac. I do wish it had Face ID, cellular data, and some level of Apple Pencil support. Gift link/no paywall: https://www.bloomberg.com/...
Neil Cybart / @neilcybart:A closer look at how window controls in macOS respond to touch.
Chance Miller / @chancehmiller:Playing piano on the touchscreen MacBook Pro
John Voorhees / @johnvoorhees:Long overdue, touch has finally arrived on the Mac. And as a longtime iPad user, @viticci has thoughts. https://www.macstories.net/...
John Voorhees / @johnvoorhees:Perspective means knowing when to give up past dogma and embrace today and what's to come. Touch on the Mac isn't a mistake. It's long past due. @viticci has it exactly right. https://www.macstories.net/... [image]
Eric Unger / @ericonca:“We've done tons of user testing... it doesn't work.” “Your arm wants to fall off. It's ergonomically terrible.” - Steve Jobs “You can converge a toaster and a refrigerator, but those things are probably not going to be pleasing to the user.” - Tim Cook
Neil Cybart / @neilcybart:The MacBook Pro's hinge has been redesigned / reinforced to reduce vibration and backwards movement from touching (yet still be easy to open/close). There is definitely less movement back. First clip is multi-touch. Second clip is not multi-touch.
Joshua Topolsky / @joshuatopolsky:crying and throwing up
Federico Viticci / @viticci:My first impressions of the MacBook Pro with touch: It's about time we move on from that Steve Jobs quote. https://www.macstories.net/...
Shevon Salmon / @its_shevi:Can't believe we can finally touch out MacBook screens. What a time to be alive 😱
Noah Cat / @cartidise:the wobble when you touch the screen lmao i'm crying Steve Jobs was right
Jonathan Wilke / @jonathan_wilke:I'm sorry but this is the most stupid thing apple has ever done. I am the biggest apple fan, but this makes absolutely no sense. Steve Jobs would have fired everyone on the team before this would have happened.
Michael Guo / @michaelzsguo:I was told that Apple's new CEO is a hardware guy.
Neil Cybart / @neilcybart:FaceTime calls taken on a touchscreen Mac will remove the wobble when you are touching the screen.
Noah Cat / @cartidise:Steve Jobs in 2010: “Touch surfaces don't wanna be vertical... it's ergonomically terrible” Apple in 2026: “...you'll wanna reach out and touch it”
Luffy / @0xluffy:steve jobs rolling in his grave rn [video] [embedded post]
@autismcapital:Every clip this guy is posting is making the product look worse lmao. Look at how much the screen wobbles! You're going to touch your unresponsive cumbersome screen, get finger prints on it, see how much it wobbles, then have to readjust it. AHHH!! WTF LOL
@thekitze:if steve jobs caught you playing a touch piano on his laptop in a forest he would've beaten you mercilessly with a tree branch
Brad Lynch / @sadlyitsbradley:Okay Apple Apply this, and the spread out context menus: to eye gaze hovers for Mac Virtual Display on visionOS This might be good enough UX for a fallback if you are streaming your Mac in a room separately from your keyboard/mouse
Sunil Pai / @threepointone:uh ok maybe not
Federico Viticci / @viticci:people overestimate the importance of past decisions and they vastly underestimate Apple's ability to change its mind when the time is right https://www.macstories.net/...
@usgraphics:Each day, further from God.
@thekitze:steve jobs would've personally tied you to a meeting room whiteboard and then shot you in the back of the head
@hesamation:Steve Jobs would like a word with you Tim.
Austin Byrd / @austintbyrd:Can someone please explain this to me? I don't get it. Why do I want to touch my laptop screen?
Noah Cat / @cartidise:every single word said by Steve Jobs 16 years ago is still true touchscreen on the MacBook Pro PROLED makes no sense think about it: > hinge doesn't open 360° or even 180° > the screen wobbles like crazy > no apple pencil support the OLED display is AMAZING though
@autismcapital:>tries to demo apple macbook pro touch features >frustrating unresponsive mess >person will naturally go back to the touch pad and never use touch features again
Forums:
More:Samsung Newsroom, SiliconANGLE, and Bloomberg.Forums:r/MU_Stock
More:
Samsung Newsroom:Samsung Electronics Announces Third Quarter 2026 Results
Mike Wheatley / SiliconANGLE:Samsung confirms record-breaking operating profit on soaring AI memory chip demand
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
Forums:
Rolfe Winkler / Wall Street Journal:
X:@darpunn, @mikeisaac, @rolfewinkler, @mikeisaac, @mechanical_dodo, @notestoaditya, @jukan05, @the_ai_investor, @gibbogame, @spirosmargaris, @jukan05, @patrickmcgee_, @roshanjnu, @dontflytoohigh, and @rwhelanwsj.Forums:r/hardware
X:
Darpan / @darpunn:Well, well, well, how the turn tables
Rat King / @mikeisaac:good @RolfeWinkler story on the reversal of fortune for apple's memory suppliers i love this nerdy shit https://www.wsj.com/...
Rolfe Winkler / @rolfewinkler:If you introduce the gun in the first act, well, no one has the patience anymore to wait for the second. https://www.wsj.com/...
Rat King / @mikeisaac:‼️
@mechanical_dodo:the role that coincidence can play in innovation
Aditya K / @notestoaditya:I was right. 🔗 https://www.wsj.com/...
Jukan / @jukan05:This is the best piece of journalism published this year. Make sure you read it. It's a masterful piece of writing. https://www.wsj.com/...
@the_ai_investor:Lol Apple is crying because they aren't the only ones who make money anymore. Ridiculous rip-off habits, look at the 17 Pro storage gouging they ask customers to pay for! Not only on the hardware side, the 30% App Store tax is also a rip-off, just based on my own writer experience. Every $10 a m...
David Gibson / @gibbogame:yes Apple has been charging $200 for $50 worth of memory and boosting their margins for years....
Spiros Margaris / @spirosmargaris:AI is changing the chip business. Apple used to get very low prices from memory chip makers. Now AI companies are buying more. Prices have jumped fivefold. Apple may pay $25 billion for storage that cost $6 billion last year. Even Apple can't escape higher prices.
Jukan / @jukan05:“Apple had access to its NAND flash suppliers' books and reviewed them so often that it even got a discount from Deloitte.” LMAO #BoycottApple [image] [embedded post]
Patrick McGee / @patrickmcgee_:Great article on Apple, procurement, and surging memory costs from @RolfeWinkler https://www.wsj.com/...
Roshan Kishore / @roshanjnu:Two years ago, Apple bought nearly twice the flash storage of Microsoft , Amazon , Meta and Google combined, according to TechInsights estimates. Hyperscalers are now buying double Apple's share. https://www.wsj.com/...
Captain Confirmation Bias / @dontflytoohigh:What a read. Insane details. https://www.wsj.com/...
Robbie Whelan / @rwhelanwsj:Age-restricted adult content. This content might not be appropriate for people under 18 years old. To view this media, you'll need to log in to X. Learn more
Forums:
r/hardware:The Beleaguered Chip Sellers Getting Their Revenge on Apple
來源：Techmeme · techmeme.com