Tech

STMicro reports Q3 revenue up 17.9% YoY to $3.76B, operating income up 98% YoY to $429M, vs. $400.5M est., and forecasts $4.15B in Q4 revenue, vs. $4.10B est. (www.reuters.com)
8 days ago 4Q

National Student Clearinghouse: US computer science enrollment fell 12%+ for undergrads and 10%+ for grad students this fall, as AI reduces coding jobs (www.bloomberg.com)
8 days ago AI

A profile of Tencent Cloud CEO Dowson Tong, who is shifting Tencent's AI focus toward businesses and betting on its Claude Cowork-style assistant WorkBuddy (www.bloomberg.com)
8 days ago AI Tencent

Bluesky blocks links to a leaked archive containing personal data of 41,000+ DHS employees and contractors, saying it was “shared without their authorization” (www.wired.com)
8 days ago

Samsung expects capex to rise ~60% to ~$63B this year, with HBM capacity sold out through 2027 and 10 long-term supply deals secured with key customers (www.bloomberg.com)
8 days ago Samsung

Samsung shares fall as much as 6.6% as a lack of a new shareholder return plan, higher capex, and its chip unit's profit miss weigh on investor sentiment (www.bloomberg.com)
8 days ago Samsung

Google's search revenue rose 12% YoY to $63.25B in Q3 2026, down from 14.5% in Q3 2025, with Google attributing the slowdown to “lower monetization” in AI Mode (www.theregister.com)
8 days ago Google AI

Google announces the expansion of ads in AI Mode into international markets, as growth in its core search advertising business slows (techcrunch.com)
8 days ago Google AI

Bank of America Kindly Asks That You Don't Share Your Password With Your AI Assistant (yro.slashdot.org)
8 days ago U.S. AI

DoorDash moves its Q3 earnings release from November 4 to before the market opens on October 29, amid reports of an imminent ~$17B deal to acquire Instacart (www.bloomberg.com)
8 days ago

Fragment, which uses AI to resolve purchasing and payment issues across manufacturing datasets, emerges from stealth with $56M from 8VC and others (www.axios.com)
8 days ago AI Manufacturing

How surging demand from AI hyperscalers has quintupled flash memory prices and shifted market and negotiating power from Apple to suppliers like Kioxia (www.wsj.com)
8 days ago AI Apple

Samsung reports Q3 revenue up 127% YoY to a record ~$146.3B and a record operating profit up 783% to ~$80.5B, both roughly in line with estimates (www.cnbc.com)
8 days ago Samsung

The personal data of 41,000+ DHS employees and contractors, including CBP and ICE agents, leaks online after hackers claim they breached DHS' Okta login system (www.wired.com)
8 days ago

Google is rolling out Gemini 4 Carbon to selected cybersecurity defenders through Fairwind at $2/1M input and $10/1M output tokens, rising to $4 and $20 later (venturebeat.com)
8 days ago Google

Get a free 30-day browser security assessment from Push Security (pushsecurity.com)
8 days ago Browser

Microsoft reports Q1 Xbox hardware revenue down 14% YoY, Xbox content and services revenue down 2%, and Windows OEM and Devices revenue down 22% (www.theverge.com)
8 days ago Microsoft Xbox

Zillow agrees to pay $212.5M to settle an investor class action over its failed Zillow Offers home-flipping venture, after SCOTUS refused to hear its appeal (www.reuters.com)
8 days ago

Sources: AI coding startup Cognition weighs a new funding round before year's end after receiving offers valuing it at $70B-$80B, up from $48B in September (www.businessinsider.com)
8 days ago Startup AI

Seoul-based AI chip startup FuriosaAI raised a $620M Series D at a $2.9B valuation, up from $735M in 2025; South Korea's National Growth Fund contributed $280M (www.bloomberg.com)
8 days ago Korea Startup AI

Sources: the US DOJ has inquired about the impact of Nvidia's Hugging Face deal on AI competition, as antitrust enforcers continue to probe Nvidia's conduct (www.reuters.com)
8 days ago AI Nvidia

Anthropic Engineer Declares the Coding Interview Dead (slashdot.org)
8 days ago Interview

Alphabet reports Q3 negative free cash flow of $9.07B, worse than expected, capex of $51.36B, vs. $55.09B est., and keeps its FY capex forecast at $195B-$205B (www.cnbc.com)
8 days ago Alphabet

Sources: Marvell is in advanced talks to buy data center optics maker Lumentum, whose market value is ~$83B; the deal could be announced as soon as next week (www.bloomberg.com)
8 days ago

eBay reports Q3 revenue up 14% YoY to $3.21B, above $3.12B est., and GMV up 15% to $23.17B, above $22.32B est.; EBAY jumps 4%+ after hours (www.wsj.com)
8 days ago eBay

Filing: Microsoft recorded $10B in revenue from OpenAI in Q1, nearly 11% of its total quarterly revenue, and has $7.2B in outstanding receivables from OpenAI (techcrunch.com)
8 days ago Microsoft

Massive Leak Exposes 41,000 Homeland Security Workers (yro.slashdot.org)
8 days ago

ServiceNow reports Q3 subscription revenue up 21% YoY to $3.99B, forecasts Q4 current remaining performance obligations below est.; NOW drops 15%+ after hours (www.bloomberg.com)
8 days ago 4Q

Amazon Puts a Camera In Its Echo Studio So Alexa Can See (yro.slashdot.org)
8 days ago Amazon

Police seize Virtualine bulletproof service tied to ransowmare, cybercrime (www.bleepingcomputer.com)
8 days ago

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