Amazon reports Q3 AWS revenue up 20% YoY to $33B, vs. $32.42B est., and AWS operating income up 9.5% YoY to $11.4B
Amazon said Thursday that revenue in its cloud computing business increased 20% in the third quarter, exceeding analysts' estimates. — Revenue at Amazon Web Services for the third quarter totaled $3...
Apple reports Q4 revenue up 8% YoY to $102.47B, vs. $102.24B est., net income up 86% to $27.5B, and FY 2025 revenue up 6% to $416.16B
Apple reported fiscal-fourth quarter earnings on Thursday that beat analyst expectations, and provided a strong forecast for the company's December quarter.
Apple Q4: iPhone up 6% YoY to $49.03B, vs. $50.19B est., Mac up 13% to $8.73B, iPad flat at $6.95B, and Wearables, Home, and Accessories flat at $9.01B
https://www.apple.com/... Forums: r/apple : Apple reports fourth quarter results
Amazon reports Q3 revenue up 13% YoY to $180.2B, a $21.2B net income vs. $15.3B in Q3 2024, and operating income flat at $17.4B; AMZN jumps 10%+
Amazon.com, Inc. (NASDAQ: AMZN) today announced financial results for its third quarter ended September 30, 2025.
Amazon CEO Andy Jassy says the 14,000-person layoffs were due to “culture” and “removing layers” from its internal structure, not really AI or financial factors
And It's Not Because of AI or Cost Cutting Surbhi Jain / Benzinga : Andy Jassy Is Turning Amazon Into The 'World's Largest Startup' — One Layer At A Time Eugene Kim / Business Insider : Amazon's CEO s...
Amazon raises its forecast for capital expenditures to $125B in 2025, up from its earlier estimate of $118B, and says that number will likely increase in 2026
Amazon shares jumped more than 13% in extended trading Thursday after the company posted third-quarter earnings that exceeded expectations …
Denmark says it will withdraw the EU “Chat Control” proposal, which would force tech companies to scan messages for CSAM, and instead support voluntary scanning
The Danes will seek to propose a voluntary detection regime in the CSAM proposal, instead of controversial mandatory detection orders
Coinbase reports Q3 revenue up 55% YoY to $1.9B, vs. $1.8B est., net income up 473% to $433M, and trading volume up 59% to $295B
Shares of Coinbase Global Inc. rose more than 4% after the largest US crypto exchange reported revenue that exceeded Wall Street's third-quarter estimates.
Samsung says it's partnering with Nvidia to build an “AI Megafactory” and deploy over 50K of Nvidia's most advanced GPUs to embed AI in its chipmaking process
Samsung Electronic Co. Ltd. said today it's partnering with Nvidia Corp. to build an “AI Megafactory” …
In their latest earnings reports, Meta, Alphabet, Microsoft, and Amazon have announced plans to increase their AI spending in 2026 to a combined $400B
Meta, Alphabet, Microsoft and Amazon will increase spending in 2026; ‘Are we in a bubble?’ — Silicon Valley's biggest companies …
Apple expects Q1 revenue to grow 10% to 12% YoY, with iPhone sales up by double digits, and reports Q4 China revenue down 4% YoY to $14.5B, vs. $16.24B est.
Tim Cook says there's ‘very strong demand’ for latest iPhones Emily Bary / Dow Jones Newswires : China likely drove the iPhone revenue miss, according to this analyst Emily Bary / Dow Jones Newswires ...
Filing: Gloo, a developer of AI tools for Christian churches with ex-Intel CEO Pat Gelsinger as its head of technology, seeks an $873.4M valuation in its US IPO
Gloo Holdings, a religious-oriented technology firm, is seeking a valuation of up to $873.4 million in its U.S. initial public offering …
Apple reports Q4 revenue from Services, which includes the App Store, Apple Pay, Apple TV, Apple Music, and iCloud, up 15% YoY to $28.75B, vs. $28.17B est.
Loree Seitz / The Wrap :
Amazon reports Q3 ad revenue up 24% YoY to $17.7B, vs. $17.3B est., and subscription services revenue up 11% YoY to $12.6B
Lucas Manfredi / The Wrap :
Cloudflare reports Q3 revenue up 31% YoY to $562M, vs. $544.6M est., and forecasts Q4 revenue of $589M, vs. $580M est.; NET jumps 8%+
Cloudflare (NET) reported third-quarter earnings and revenue that topped estimates. The internet firm's sales guidance came in above expectations.
Amazon reports a $9.5B pre-tax gain from its investment in Anthropic, which was included in the company's non-operating income for Q3
Todd Bishop / GeekWire :
Perplexity launches a free AI-powered patent research tool in beta to let users search for patents using natural language queries
Instead of searching for a string of keywords, Perplexity's new tool allows you to use natural language to look for patents.
Nvidia CEO Jensen Huang says he still hopes to sell the company's Blackwell chips to China “someday”, but points out the decision is up to President Trump
Nvidia (NVDA.O) CEO Jensen Huang said on Friday he hoped the company's state-of-the-art Blackwell chips can be sold in China …
OpenAI starts to sell extra credits for Sora, which currently has a limit of 30 free gens per day; 10 video gens will retail for $4 through Apple's App Store
Expect more monetization moves from the company soon. — OpenAI has started selling power users extra credits for its Sora AI video generation tool.
SEC filing: Snowflake says an executive shared unauthorized financial guidance with an Instagram influencer; an Oct. 26 video interview features CRO Mike Gannon
- Snowflake filed an 8-K after an exec gave financial guidance in an influencer's video. — The data-storage company said investors …
Ofcom chief Melanie Dawes warns social media companies to prove their algorithms protect under-18s from seeing harmful content, or face enforcement action
Ofcom chief Melanie Dawes reveals she held meetings with US AI firms over Online Safety Act — Tech companies will be subject …
Canva launches a foundational design model that generates editable layered designs, expands Canva AI, makes Affinity free for all users, and more
Here's what all this means for creators Jess Weatherbed / The Verge : Affinity's new design platform combines everything into one app Ronil Thakkar / KnowTechie : Canva wants to be your all-in-one cre...
Google releases its first AI-generated ad, promoting Search's AI mode, but chooses not to include a label disclosing it was made with Veo 3 and other tools
Patrick Coffee / Wall Street Journal :
Pony.ai becomes the first company to receive a citywide robotaxi permit for Shenzhen, allowing self-driving taxis to operate beyond pilot zones
China's Silicon Valley, Shenzhen, is about to allow self-driving taxis to operate throughout the city, ending years of pilot zones and tight limits.
Letter: Nexperia suspends supplies of wafers to its Chinese assembly plant, citing a failure to “comply with the agreed contractual payment terms”
German automotive manufacturers slow production due to semiconductor shortages from Dutch chipmaker Matt Hardigree / The Autopian : Welcome To Chip Shortage 2: Nexperia Boogaloo Bloomberg : Nexperia H...
Cognition releases SWE-1.5, a new coding model in Windsurf, saying it partnered with Cerebras to serve SWE-1.5 at speeds up to 13x faster than Claude Sonnet 4.5
lots of new paradigms/UX to figure out. @cognition : Today we're releasing SWE-1.5, our fast agent model. It achieves near-SOTA coding performance while setting a new standard for speed. Now available...
Netflix announces a 10-for-1 stock split, after its shares boomed over the last three years to above $1,000 a share
aimed at making stock options easier for employees. Key Dates: - Record: Nov. 10, 2025 - Distribution: After close on Nov. 14 - Adjusted Trading: Starts Forums: r/StockMarket : Netflix announces a 10-...
YouTube is revamping its TV app to mimic paid streamers like Netflix, organizing videos by seasons and episodes, blurring the lines between pro and user content
Janko Roettgers / The Verge :
Twilio reports Q3 revenue up 15% YoY to $1.3B vs. $1.25B est., forecasts Q4 sales above est., agrees to buy identity platform Stytch; TWLO jumps 8%+
For the period ending Sept. 30, Twilio said it earned an adjusted $1.25 per share as revenue rose — Quick Insights
Sources: ex-xAI researcher Eric Zelikman is raising $1B at a $5B valuation for Humans&, which aims to train AI that is better at collaborating with humans
Humans& is building models that are better at interacting with humans, sources told Forbes.
Reddit reports Q3 revenue up 68% YoY to $585M, vs. $546M est., and daily active uniques up 19% to 116M, vs. 114M est.; RDDT jumps 5%+
Jonathan Vanian / CNBC :
Getty and Perplexity sign a multi-year licensing agreement to let the AI startup display Getty's images across its search and discovery tools; GETY jumps 15%+
Kritika Lamba / Reuters :
Filings: business services giant Conduent, which was spun off from Xerox in 2017, confirms that a 2024 data breach has impacted over 10.5M people
Bill Toulas / BleepingComputer :
Human Interest, a 401(k) platform for SMBs that aims to cut down on administrative work, raised $100M+ at a $3B post-money valuation, up from $1.3B in 2024
Human Interest, a San Francisco-based 401(k) platform, tells Axios that it's raised over $100 million at a $3 billion post-money valuation.
Filing: Meta plans to raise money through bond offerings worth up to $30B; the company has said its capex next year would be “notably larger” than in 2025
Arsheeya Bajwa / Reuters :
Sources: Intel is in early-stage talks to acquire AI chip startup SambaNova, with a deal likely valuing SambaNova below its $5B valuation in 2021
Bloomberg :
Sources: Nvidia plans to invest $500M to $1B in AI coding startup Poolside, which is in discussions to raise $2B at a $12B valuation
Bloomberg :
Corporate travel and expense management software maker Navan's shares fell 20% to $20, valuing it at $5B, after raising $923.1M in its IPO at a $6.2B market cap
Subrat Patnaik / Bloomberg :
SEC filing: Meta says it is no longer facing a CFPB investigation over advertising for financial services on its platforms
This Quarterly Report on Form 10-Q contains forward-looking statements. X: Will Ragland / @citizenwillis : Meta payments to Trump orbit post 2024 election: Inaugural fund: $1M Legal settlement: $25M B...
Roku beats expectations with Q3 net income of $24.8M, vs. a net loss of $35.8M a year ago, and revenue of $1.21B, up 14% YoY; total streaming hours rose 12% YoY
Todd Spangler / Variety :
The US CBP signs a two-year deal with AI logistics company Altana, and will use its platform for real-time trade enforcement, forced labor detection, and more
Mackenzie Weinger / Axios :
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