Internet/e-commerce

Shopify reports Q3 revenue up 32% YoY to $2.84B, vs. $2.76B est., GMV up 32% YoY to $92B, and expects Q4 revenue up in the mid-to-high 20% range, vs. 23.4% est. (www.reuters.com)
2025-11-4 4Q Shopify

Uber reports Q3 revenue up 20% YoY to $13.5B, Gross Bookings up 21% YoY to $49.7B, trips up 22% YoY to 3.5B, and a $1.1B operating profit, below $1.6B est. (t.co)
2025-11-4 Uber

Spotify reports Q3 revenue up 12% YoY to €4.3B, above €4.23B est., subscribers up 12% YoY to 281M, MAUs up 11% YoY to 713M, and a €582M operating income (www.bloomberg.com)
2025-11-4 Spotify

Q&A with Lyft CEO David Risher on the company's turnaround, AI, paying drivers more, Uber, partnership with Tensor for autonomous vehicle tech, and more (www.theverge.com)
2025-11-4 Uber AI Autonomous Car

Spotify Sued Over 'Billions' of Fraudulent Drake Streams (yro.slashdot.org)
2025-11-4 Spotify

Google Removes Gemma Models From AI Studio After GOP Senator's Complaint (tech.slashdot.org)
2025-11-4 Google AI Republican

Apple To White-Label Google's Gemini Model for Next-Generation Siri, Report Says (apple.slashdot.org)
2025-11-4 Google Apple

How Facebook Dating, launched in 2019, has become a surprise hit with 21M+ daily users, vs. Hinge's ~15M, a sign of how Facebook has been reinventing itself (www.nytimes.com)
2025-11-4 Facebook

Microsoft: SesameOp malware abuses OpenAI Assistants API in attacks (www.bleepingcomputer.com)
2025-11-4 Microsoft

Lambda announces a multibillion-dollar agreement with Microsoft for AI infrastructure powered by Nvidia chips; the specific deal value was not disclosed (www.cnbc.com)
2025-11-4 Microsoft AI Nvidia

Microsoft AI Chief Says Only Biological Beings Can Be Conscious (tech.slashdot.org)
2025-11-4 Microsoft AI

OAuth Device Code Phishing: Azure vs. Google Compared (www.bleepingcomputer.com)
2025-11-4 Google

Microsoft: Patch for WSUS flaw disabled Windows Server hotpatching (www.bleepingcomputer.com)
2025-11-4 Microsoft

OpenAI Signs $38 Billion Cloud Deal With Amazon (slashdot.org)
2025-11-4 Amazon

OpenAI and AWS agree to a seven year deal in which OpenAI will pay $38B for AI compute, including training its models on Amazon's servers and using its CPUs (www.wsj.com)
2025-11-4 Amazon AI

Microsoft Fixes Decade-Old Windows Bug That Made 'Update and Shut Down' Restart PCs (tech.slashdot.org)
2025-11-4 Microsoft

Microsoft plans to spend $7.9B+ on data centers, cloud, and staff in the UAE over the next four years, taking its total UAE investment to $15B from 2023 to 2029 (www.bloomberg.com)
2025-11-3 Microsoft

Microsoft says the US has let it ship the latest Nvidia chips to the UAE for the first time; President Trump agreed to a deal with UAE President MBZ in May (www.ft.com)
2025-11-3 Trump Microsoft Nvidia

Microsoft signs a five-year, ~$9.7B deal to buy AI cloud capacity from Sydney-based IREN, giving Microsoft access to Nvidia's GB300 in IREN's Texas facility (www.bloomberg.com)
2025-11-3 Microsoft AI Nvidia Sydney Texas

Microsoft: Windows Task Manager won't quit after KB5067036 update (www.bleepingcomputer.com)
2025-11-3 Microsoft

Michael Grimes, a tech banker known for handling Uber and Airbnb's IPOs, is leading Trump's new investment accelerator, amid legal and congressional uncertainty (www.politico.com)
2025-11-3 Trump IPO Uber Airbnb

Microsoft AI chief Mustafa Suleyman says only biological beings can be conscious and it “would be absurd to pursue research” about AI consciousness (www.cnbc.com)
2025-11-3 Microsoft AI

During an interview, Satya Nadella says Microsoft faces a power shortage, not a compute one, which could leave “chips sitting in inventory that I can't plug in” (www.tomshardware.com)
2025-11-3 Microsoft Interview

Google says it has removed its AI model Gemma from AI Studio; in a letter to Google, Sen. Blackburn said it fabricated sexual misconduct allegations against her (techcrunch.com)
2025-11-3 Google AI

Amazon's Deployment of Rivian's Electric Delivery Vans Expand to Canada (news.slashdot.org)
2025-11-3 Amazon Canada

How Google Cloud has become one of Alphabet's fastest-growing businesses under Thomas Kurian, driven by investments in AI, data centers, custom chips, and more (www.reuters.com)
2025-11-2 Google AI Alphabet

Microsoft's AI tools still lag behind OpenAI's, as Microsoft struggles to create a cohesive AI experience and add new features by integrating OpenAI models (www.bloomberg.com)
2025-11-2 Microsoft AI

Q&A with Sam Altman and Satya Nadella about the Microsoft-OpenAI partnership, OpenAI's restructuring and $100B revenue target for 2027, $3T AI buildout, more (x.com)
2025-11-2 Microsoft AI

Google confirms AI search will have ads, but they may look different (www.bleepingcomputer.com)
2025-11-2 Google AI

ESPN plans to make its College Gameday telecast available on host Pat McAfee's X account, as Disney and YouTube TV continue to spar over a new carriage deal (variety.com)
2025-11-2 YouTube

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