President Trump says he and Xi Jinping discussed Nvidia and other chipmakers' access to China, and that they didn't discuss approving sales of Blackwell chips
US President Donald Trump said he didn't discuss approving sales of Nvidia Corp.'s Blackwell chips to China with his counterpart Xi Jinping …
Meta reports Q3 revenue up 26% YoY to $51.2B, vs. $49.4B est., net income down 83% YoY to $2.7B, and family DAP up 8% to 3.54B for September; META drops 12%+
Meta Platforms, Inc. (Nasdaq: META) today reported financial results for the quarter ended September 30, 2025.
President Trump and Xi Jinping agree a yearlong truce that rolls back many contentious tariffs and retaliatory measures; the current deal expired on November 10
China agreed to suspend for a year some of its limits on exports of rare earth metals, while the U.S. halved its fentanyl-related tariffs.
Alphabet reports Q3 revenue up 16% YoY to $102.35B, vs. $99.89B est., Cloud revenue up 34% to $15.16B, and net income up 33% to $34.98B; GOOG jumps 5%+
Alphabet Announces Third Quarter 2025 Results
After Trump and Xi's meeting, China says it will suspend its rare earth export controls issued on October 9 for one year, but says nothing about earlier limits
let the Chinas work it out; (2) remove the chips controls. China (1) removes rare earth controls; (2) agrees to sell TSMC to US investors and guarantees Demetri / @dimi : China's commerce ministry sai...
Microsoft reports Q1 revenue up 18% YoY to $77.7B, vs. $75.3B est., net income up 12% YoY to $27.7B, and More Personal Computing revenue up 4% YoY to $13.8B
Microsoft Cloud and AI Strength Drives First Quarter Results REDMOND, Wash. — October 29, 2025 — Microsoft Corp. today announced …
China's Commerce Ministry says it will work with the US to resolve issues related to TikTok, stopping short of saying it agreed to a deal touted by Trump
What we know Solomon Oladipupo / TipRanks Financial : TikTok Transfer Deal Now Has China's Blessing, U.S. Confirms Mark Magnier / South China Morning Post : Developing | Trump, Xi strike truce with so...
Sources: OpenAI is preparing for a US IPO that could value it at ~$1T and has explored raising $60B+, filing as soon as H2 2026, and listing in 2027
OpenAI is laying the groundwork for an initial public offering that could value the company at up to around $1 trillion …
Meta recorded a $15.93B one-time income tax charge related to Trump's Big Beautiful Bill, and expects 2025 capex of $70B-$72B, up from its $66B-$72B forecast
Jaspreet Singh / Reuters :
Alphabet reports Google Cloud Q3 revenue of $15.15B, vs. $14.74B est., and raises 2025 capex forecast to between $91B and $93B, after projecting $85B in July
The search company reported cloud revenue … Bluesky: Ed Zitron / @edzitron.com : No it doesn't! Google doesn't break out its AI revenue and never has. Making this assumption misleads retails investo...
Google, Meta, and Microsoft collectively spent nearly $80B on AI infrastructure in Q3, dividing the market on whether they can translate huge capex into income
Alphabet, Meta and Microsoft divide the market over whether they can translate huge capital expenditure into income
UMG partners with AI music generator Udio to launch a subscription service for creating music with licensed songs in 2026, in part to settle a copyright lawsuit
Udio agrees to launch a new subscription service for fans to create music based on licensed songs
Samsung reports Q3 revenue up 8.85% YoY to ~$60.5B, vs. ~$60.4B est., and operating profit up 32.9% YoY to ~$8.57B, vs. ~$7.9B est., more than doubling from Q2
Samsung Electronics reported a rebound in earnings on Thursday, with operating profit more than doubling from the previous quarter …
Microsoft's OpenAI investment resulted in a $3.1B hit to Q1 net income; Productivity and Business Processes revenue, with Office and LinkedIn, grew 17% to $33B
www.theregister.com/2025/10/29/ m... Robert Evans / @iwriteok : silicon valley investors: for the low one-time price of $5 billion i promise to lose you significantly less than $11.5 billion a quarter...
Google updates Play Store policy in the US to let developers link to external app stores and payment options, following the Epic v. Google injunction
Android users in the US are finally getting real app store freedom. — • — TL;DR — Google is opening up the Play Store in the US …
Alphabet passed $100B in quarterly revenue for the first time, in Q3; Sundar Pichai says “AI Overviews drive meaningful query growth” and AI Mode has 75M DAUs
Google surged past Wall Street's Q3 estimates, with shares up over 6% in after-hours trading Wednesday. — The numbers
Meta reports Reality Labs Q3 revenue of $470M, above $316M est., and a $4.4B operating loss, below $5.1B est.; Reality Labs has lost $70B+ since 2020
Jonathan Vanian / CNBC : X: @thetranscript_ , @counternotions , @contrariancurse , and @thetranscript_ Bluesky: @karlbode.com , @glinden , @robertchilver.com , @scriban , and @norbizness Forums: r/bu...
Alphabet reports YouTube's Q3 ad revenue rose 15% YoY to $10.26B, vs. $10.01B est., and Google's ad revenue reached $74.18B, up from $65.85B in Q3 2024
Todd Spangler / Variety :
Sources detail how Binance boosted the Trump family's World Liberty Financial by facilitating a $2B purchase of USD1 and building its tech ahead of CZ's pardon
Giant crypto exchange facilitated $2 billion purchase of World Liberty's stablecoin and built its technology; clemency for Changpeng Zhao surprised some in administration
OpenAI's Sora app adds new features, including “character cameos” to create AI deepfakes of pets, illustrations, and more, clip stitching, and leaderboards
Users can now create character cameos and combine clips together to make longer multi-scene videos.
Elon Musk's lawyer pledges to fight OpenAI's for-profit restructuring and says California's and Delaware's AGs “cannot sanitize OpenAI's unlawful conduct”
Bloomberg :
Milan-based Bending Spoons, which buys and seeks to revitalize tech brands like AOL, raised $710M led by T. Rowe Price at an $11B pre-money valuation
Bending Spoons, an Italian holding company that buys and seeks to revitalize tech brands like AOL, on Thursday announced a $710 million equity raise …
Sources: the US Commerce Department proposed banning TP-Link Systems' networking devices due to TP-Link's China ties, gaining support from 6+ federal agencies
The Commerce Department has proposed barring sales of TP-Link products, citing a national security risk from ties to China, people familiar with the matter said.
UMG and Stability AI announce a partnership to develop music creation tools powered by “responsibly” trained AI
Marc Schneider / Billboard :
TrendForce estimates DRAM in 2026 will bring in over 4x as much revenue as the 2023 trough, reaching a record ~$231B, driven by AI industry demand for HBM chips
Jiyoung Sohn / Wall Street Journal :
Extropic, which says its chips using probabilistic bits can be 10,000x more energy efficient than current AI chips, shares its first chip with some AI labs
A startup hopes to challenge Nvidia, AMD, and Intel with a chip that wrangles probabilities rather than 1s and 0s.
Sources: Mastercard is in late-stage talks to acquire crypto and stablecoin infrastructure startup Zerohash for between $1.5B and $2B
Mastercard's stock has moved in response to reports of stablecoin interest from banks and large merchants like Amazon and Walmart.
Google partners with Reliance to offer free AI Pro access to Jio 5G users in India for 18 months; Perplexity has a similar deal with Bharti Airtel
In a push to expand its AI footprint in emerging markets, Google has partnered with billionaire Mukesh Ambani-led Reliance Industries to bundle …
A former L3Harris executive pleads guilty in a US district court to selling eight zero-day exploits to a Russian broker in exchange for millions of dollars
* “at least eight sensitive and protected cyber-exploit components” illegally sold to “a Russian cyber-tools broker” (for ~$1.3m). Obviously at a huge discount, bc super illegal — But separately “[...
GitHub says TypeScript passed Python and JavaScript in August to become the most used language among its 180M+ developers; India added 5.2M developers in 2025
short, smart, and snappy. Packed with info on the seismic shifts happening in how people build software. Check it out! [video] @infiniflowai : Thrilled to announce that RAGFlow is featured in the GitH...
Scale AI and CAIS' Remote Labor Index benchmark, which tests AI agents on freelance tasks, finds the best AI could perform just <3% of the work, earning $1,810
A new benchmark measures how well AI agents can automate economically valuable chores. Human-level AI is still some ways off. Bluesky: @carlzimmer.com . Forums: r/artificial and r/technews Bluesky: C...
Q&A with Palantir CTO Shyam Sankar on surveillance, AI, the future of war, data, privacy, the US military, ImmigrationOS, the DHS, ICE, the UK's IDs, and more
The tech company's C.T.O. on surveillance, A.I. and the future of war. — Few companies in Silicon Valley inspire as much paranoia as Palantir. X: @douthatnyt and @morgangress Bluesky: @drewharwell.c...
Roblox reports Q3 revenue up 48% YoY to $1.36B, DAUs up 70% YoY to 151.5M, above 132.3M est., bookings up 70% YoY to $1.9B, above $1.7B est.; RBLX drops 10%+
Roblox Corp. reported its best quarter ever with daily active users beating analysts' expectations on the heels of three hit games.
Sources: YouTube reorganizes its leadership team, with three product teams reporting to CEO Neal Mohan, and announces a “voluntary exit program” for US staff
Sora's rise likely has YouTube scrambling, and announcing this the same week as Amazon adds another nail in the coffin for tech job markets See also Mediagazer
WhatsApp launches passkey-encrypted backups for iOS and Android, letting users encrypt their stored message history using their face, fingerprint, or a code
Jess Weatherbed / The Verge :
Bengaluru-based Snabbit, which offers a range of on-demand home services, raised a $30M Series C at a $180M valuation, taking its total funding to $55M
India's appetite for instant convenience — once confined to food and grocery delivery — is expanding into house help.
Nothing's new Lock Glimpse feature on the Phone (3a) Lite shows a rotating selection of wallpapers that link to clickbait articles from a company called Vilykke
Nothing's new “Lock Glimpse” feature delivers a rotating selection of wallpapers on the lock screen of the Phone (3a) Lite …
Q&A with Logitech CEO Hanneke Faber on software-enabled hardware, prioritizing design, launching about 40 new products each year, AI, tariffs, and more
Harry McCracken / Fast Company :
Disney and YouTube settle their legal dispute over YouTube's hiring in May of former Disney executive Justin Connolly to be global head of media and sports
Dominic Patten / Deadline :
Life sciences group Thermo Fisher agrees to acquire PE-owned drug trial software maker Clario for $9.4B in an all-cash deal expected to close by mid-2026
Oliver Barnes / Financial Times :
Crypto media company Blockworks is closing its newsroom, launched in 2021, and will focus on software and data, continuing its main newsletters and podcasts
Pooja Rajkumari / TheStreet :
Sources: Consensys, maker of crypto wallet MetaMask, plans to go public, with JPMorgan and Goldman Sachs leading its IPO; Consensys was valued at $7B in 2022
Lucinda Shen / Axios :
Core Scientific shareholders vote to reject a $9B takeover bid by CoreWeave that proxy advisers said undervalued the data center company
Dina Bass / Bloomberg :
Corporate travel and expense management software maker Navan and its shareholders raised $923.1M in a US IPO priced at $25/share, giving it a $6.2B market cap
Subrat Patnaik / Bloomberg :
Swedish startup Legora, whose AI tools help legal teams research and more, raised a $150M Series C at a $1.8B valuation, up from $675M in May after raising $80M
Trump and Xi shook hands Thursday. — Tariffs dropped 10% … Yazhou Sun / Bloomberg : Legora Valued at $1.8 Billion For AI Tool Doing Legal Grunt Work Business Wire : Legora Raises $150 Million Series...
LatAm e-commerce giant MercadoLibre reports Q3 revenue up 39% YoY to $7.4B, vs. $7.2B est., a $421M net income, vs. $489M est., and 77M unique buyers, up 26%
Maria Clara Cobo / Bloomberg :
Palantir sues two ex-employees now working at Percepta, an “AI transformation company” launched by General Catalyst, and alleges deception and stolen documents
Dan Primack / Axios :
Netflix, Anthropic, and others are paying researchers up to $25K to find and report flaws; HackerOne paid a record $81M in rewards in the past year, up 13% YoY
AI companies offer rewards for reported vulnerabilities. — Roni Carta's hacking skills took him from failing classes …
Walmart's PhonePe raised $600M from General Atlantic at a $14.5B valuation, as the Indian digital payments and financial services company prepares for an IPO
The Economic Times :
CoreStory, whose AI platform automates generating documentation for legacy code bases, raised a $32M Series A led by Tribeca, NEA, and SineWave
Maria Deutscher / SiliconANGLE :
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