Stack Overflow Sells the Reservoir
Stack Overflow logged 6,866 questions in December 2025, roughly its 2008 monthly level, while annual revenue reached $115 million. AI licensing has made its archive more valuable even as the public activity that renews it has thinned.
Trajectory's $45M Bet on Who Approves AI Changes
Trajectory raised a $45 million Series A for post-training tools aimed at nontechnical customers. Arena reported a $100 million companywide annualized run rate eight months after launching AI Evaluations.
CoreWeave’s Supplier Becomes Its Customer
CoreWeave’s $6.3 billion Nvidia agreement puts a buyer behind otherwise unsold capacity through April 13, 2032. The same GPUs have served as loan collateral, leaving lenders to judge what the fleet will earn after its contracts end.
Snorkel’s $3.5 Billion Bet on Model Evaluation
Snorkel AI’s valuation rose from $1 billion in 2021 to $3.5 billion in 2026 as its pitch moved from labeling to agentic data development. Meta’s investment in Scale AI raised a separate question for buyers about vendor independence.
Kioxia and Sandisk’s $31 Billion NAND Bet
Enterprise SSDs accounted for 48% of global NAND shipments in Q2 2026, up from 26% a year earlier. Kioxia and Sandisk plan more than $31 billion of Japanese investment through 2032.
Apple reports Q4 revenue up 12% YoY to $114.48B, above $113.39B est., China revenue up 21% to $17.5B, below $18.9B est., in John Ternus' first earnings report
September quarter records for total company revenue, iPhone revenue, and EPS Services revenue reaches new all-time high CUPERTINO …
S-1 update: Anthropic reports Q3 revenue up 12x YoY to nearly $17B, a $23.3B net loss, up from $12.1B in Q3 2025, and operating expenses up 292% YoY to $17.5B
Anthropic PBC disclosed a twelve-fold increase in quarterly revenue while revealing that it intends to spend more than $895 billion …
Researchers say LLMs can be good at natively reading and writing neural network weights; GPT-6 Astra edited Qwen3.5-0.8B's weights to make it better at math
TL;DR … If you were asked to handcraft a neural network that plays Go, what would you do? If you were handed raw neural network weights …
Supermarkets in Belgium, Ireland, Sweden, Finland, and Estonia report fridge and freezer temperature spikes due to suspected hacks, echoing attacks in France
Supermarkets across Europe were hit by suspected cyberattacks that resulted in sudden changes in the temperatures of their fridges …
Apple opens Siri AI to all developers, letting any app on iOS 27.3 beta and other 27.3 OS betas bring its content and actions into Siri AI by using App Intents
Starting today with the iOS 27.3, iPadOS 27.3, macOS 27.3, and visionOS 27.3 betas, a new Developer Preview enables any developer …
Anthropic confirms new Claude Code limits “to steer it away from recreating someone else's specific game”, saying IP infringement is against its usage policy
Meanwhile, we now have direct reports of reverse engineering efforts being blocked, while online complaints grow.
Marvell agrees to acquire optical components maker Lumentum in a $115B all-stock deal, as it aims to rival Broadcom; Nvidia invested $2B in each company in 2026
Marvell Technology (MRVL.O) is buying optical components maker Lumentum (LITE.O) in a $115 billion all-stock deal, including debt …
Rockstar plans to let users preload GTA VI on November 10, ahead of its November 19 launch, and says the preload requires up to 212GB “depending on your device”
Rockstar says to make sure you have ‘ample space’ on your device. … You're going to need a lot of extra storage space …
Google severs ties with and bans Android TV box maker Videostrong after finding it intentionally preloaded malware to open a backdoor to control the XCPE botnet
Google has confirmed that an Android TV device maker snuck a backdoor for malware onto certified devices, which is leading …
Brazil's largest crypto exchange Mercado Bitcoin halts withdrawals after a “security incident” involving $46M+ in assets, per Arkham; Tether froze 4.5M+ USDT
The exchange paused deposits and withdrawals after the incident, while Tether froze more than 4.5 million USDT linked to the attacker.
Sources: SpaceX is in talks with EchoStar to acquire Boost Mobile or access its network, after Verizon, T-Mobile, and AT&T rebuffed requests for network access
Elon Musk approached the heads of America's top telecom companies in recent months with a request that would help him fulfill a years-long dream.
Email: OpenAI plans to merge ChatGPT's Chat and Work tabs on desktop for select users before rolling it out widely; Codex “will remain a separate experience”
The ChatGPT desktop app can be a confusing piece of software, given that there are ChatGPT and Codex sections, and within the former, there are Chat and Work tabs.
OpenAI hires ex-US Army Secretary Dan Driscoll to oversee national security modernization, as it pushes to secure government contracts and shape military policy
Driscoll will advise on ways AI could bolster U.S. security capabilities and cyber defenses — OpenAI has appointed former U.S …
S-1: Anthropic says it may “imminently meet” its RSI threshold and may not identify “a significant acceleration” in its development until after it has occurred
While much attention has focused on the updated financials Anthropic revealed in its revised S-1A on Monday …
OpenAI launches the Grid Protectors Program, a US effort for its future data center campuses meant “to reduce electricity demand when the grid is under strain”
Today we're launching the Grid Protectors Program, a national effort to support affordable, reliable electricity …
Microsoft updates Windows 11 to make PCs with 8GB of RAM up to 20% more responsive and multitasking up to 40% faster in lab tests, utilizing memory compression
The latest updates to Windows 11 offer improvements in speed, performance, and memory management. — ZDNET's key takeaways
Sources: Apple is developing a tabletop robot with a 9" screen and a swiveling arm, set for release in 2027 or 2028 for ~$1,000, as John Ternus pushes robotics
Apple's new CEO John Ternus wants the company to get serious about robots, but judging by Apple's plodding progress …
Palantir reports Q3 revenue up 96% YoY to $2.31B, above $2.18B est., US commercial revenue up 148% YoY to $984M, and raises FY 2026 revenue guidance to ~$8.53B
Palantir beat Wall Street's third-quarter estimates after the bell on Monday, with U.S. commercial revenue topping government …
Google plans to make it easier to restrict its AI tools for students in early 2027, but says schools that block AI entirely will lose student access to Search
Google is making it easier to restrict its A.I. tools for students. But schools that block A.I. entirely will lose student access to Google's search engine.
Salesforce agrees to acquire Cresta, a provider of AI-powered contact center automation software, a source says for $2.7B; Cresta had a $1.6B valuation in 2022
Salesforce extended its recent shopping spree, announcing on Monday plans to acquire Cresta, a nine-year-old provider of AI-powered contact center automation software.
iPad mini (2026) review: great OLED display, it's waterproof and dustproof, and the A20 Pro is fast, but it's expensive, has no 120Hz display, and lacks Face ID
The iPad Mini sometimes feels like a trap. It is, in some ways and for some people, the perfect iPad: meaningfully larger …
Chainalysis and Elliptic expect North Korean hackers to take months to launder the stolen Binance funds, using crypto swapping services and DeFi lending markets
North Korean hackers are expected to take months to launder the billions of dollars of tokens they stole last week from crypto exchange Binance …
OpenAI partners with Cathedral to test its security defenses and revamps its Security Bug Bounty program, including quadrupling rewards for critical findings
We're planning our next internal security sprint at OpenAI, bringing new researchers and security partners together with our own teams …
Sources: Ubisoft and at least two other gaming companies offered to acquire Arkane Studios from Microsoft, which is exploring options before a December deadline
Microsoft's gaming unit is looking to divest the French company behind ‘Dishonored’ and 'Marvel's Blade'
Filings: Oracle is selling $10B in common stock and $10B in bonds, as it rushes to get financing for its data center buildout and chip purchases; ORCL falls 9%
The software company is selling $10 billion in common stock and $10 billion in bonds — Oracle plans to raise $20 billion …
UK energy company Drax partners with Brookfield and neocloud Radiant to develop an AI data center in North Yorkshire, targeting 100MW of capacity by Q1 2028
Brookfield is targeting a massive artificial intelligence data center in the north of England, as Europe scrambles to develop infrastructure …
AMD reports Q3 revenue up 45% YoY to $13.38B, vs. $13.09B est., Data Center revenue up 97% to $8.5B, forecasts Q4 revenue above est.; AMD jumps 7%+ after hours
Advanced Micro Devices reported third-quarter earnings on Tuesday that beat Wall Street's expectations, with revenue jump 45% …
Sources: institutional investors told Anthropic that its IPO valuation should be ~$1.5T to $1.6T, below the $2T range, citing factors like a tech stock selloff
Institutional investors who plan to buy shares in IPO show concern following a selloff in tech stocks
Revolut says it cut AI coding inference costs by ~90% in less than a year by making self-hosted GLM models its default over commercial tools like Claude Code
Turns out cheap tokens get engineers doing things that save time, like debugging and tackling Jira tickets
The UK NCSC says AI is “transforming cyber operations” and expects China and Russia to “routinely use AI cyber to achieve their geopolitical goals” by 2028
Head of National Cyber Security Centre set to warn security defences, particularly for critical infrastructure, are inadequate
CrowdStrike agrees to buy Fiddler AI, which helps monitor AI agents, for ~$400M, and Dreadnode, an automated security AI testing tool, for ~$95M, mostly in cash
The deals come as companies deploy AI agents faster than some security teams can establish controls
ChatGPT Consumer Product Lead Adam Fry says ChatGPT has hit 1.2B WAUs, adding 200M over the past two months, and its search volume is now ~20% of Google's
ChatGPT consumer product lead Adam Fry on ChatGPT's growth, the cost of personal agents, and plans to bring Chat and Work together.
Canva says it is restructuring, which will impact 1,271 workers, or 22% of its workforce, as it merges its product, growth, and platform teams
Canva will cut more than 1000 jobs in a major restructure in response to slowing growth at the design giant. — Co-founder and chief executive …
How politician Alex Bores' Who Decides advocacy group seeks to make AI safety a de facto Democratic position, like marriage equality or pro-choice, in 2028
In early November, in that exceedingly brief window between the midterm election and presidential-primary season …
Google expands Dreambeans to India, its first market outside the US, offering AI-generated visual stories from users' digital activity in 13 local languages
Google has launched its experimental AI app Dreambeans in India, its first market outside the U.S., as the company looks to tap …
Apple Q4: iPhone up 17% YoY to $57.58B, above $56.54B est., Mac up 24% to $10.8B, iPad down 10% to $6.2B, and Wearables, Home, and Accessories down 8% to $8.3B
Apple sees Q4 revenue climb 12% year over year — Last year, for its fourth fiscal quarter, Apple reported $102.47 billion in revenue …
Trajectory, which is developing AI model post-training tools for nontechnical customers, raised a $45M Series A led by Sequoia at a $300M valuation
Whether developed by OpenAI, Anthropic, or built on open-source alternatives, current AI models share a critical limitation …
Match Group reports Q3 revenue down 3% YoY to $891M, below est., total paying users down 5% to 13.8M, and projects its EBITDA for Q4 below est.; MTCH drops 5%+
Match Group Inc. disappointed investors after posting weaker-than-expected quarterly revenue and forecasting adjusted earnings …Source:Match GroupSource:Match Group:This was a solid quarter for Match ...
Binance says North Korean hackers stole $6.3B through a months-long scheme with fake LinkedIn job interviews and an ad campaign to deliver malicious software
Binance on Tuesday disclosed that North Korean hackers used a mix of social engineering and malicious software to pull off …
Apple launches iOS 27.3 beta, adding Apple Intelligence in China with an Alibaba-powered content filter, and watchOS 27.3 beta, with Siri Recap and Live Rewind
China plans to roll out broad AI safety standards covering development through deployment, targeting domestic AI model makers, after global security incidents
China plans to roll out a broad set of standards governing the AI safety from development through deployment …
Amended S-1: Anthropic says it has purchased commitments and lease agreements of $895.4B, “substantially all of which is related to compute and infrastructure”
Anthropic reported updated financials as part of an amended Form S-1 filing with the Securities and Exchange Commission on Monday …
Sources: Nvidia verbally told cloud compute clients they must sell 51%+ of their services to non-Chinese companies, as the US further limits China's chip access
Nvidia is ordering its data centre partners to reduce exposure to Chinese customers in a move that further restrains China's ability …
Shopify reports Q3 revenue up 32% YoY to $3.74B, vs. $3.75B est., GMV up 29% to $119.15B, net income up 75% to $462M, and adjusted EPS of $0.49; SHOP falls 5%+
The ecommerce company's third-quarter revenue rose to $3.74 billion from $2.84 billion — Shopify reported higher third-quarter profit …
Sources: Meta eyes $20B+ from a potential cross-border investment-grade bond offering, its first major debt sale in six months and its debut offering in euros
Anthropic releases FlashProve, an open-source prototype that cryptographically verifies an AI response came from a given model, not one that a router swapped in
Roy Rinberg (Anthropic), Alex Allain (Anthropic); Alessandro Chiesa (EPFL, StarkWare), Miranda Christ (MIT, RESI), Rahul Dalal …
CrowdStrike debuts an AI kill switch in Falcon Guardian to stop internal AI agents that go rogue, and announces a Falcon Guardian integration with Claude Cowork
CrowdStrike is betting that it has a solution to rogue artificial intelligence. — The cybersecurity vendor on Tuesday launched …
Elon Musk says the cost of serving Grok Bot was “unsustainably high relative to revenue”, in response to subscribers complaining about SpaceX's usage limits
New England-based autonomous submarine startup Corridian emerges from stealth with a $38M seed led by Point72 Ventures and plans to unveil its first AUV in 2027
Corridian, a New England-based robo-submarine maker, exited stealth Tuesday morning alongside word of its $38 million seed.
Ukraine says its air raid alert app was compromised late on Sunday, sending false warnings of “nuclear danger”; Russia says its alert app had also been attacked
Sources: Anthropic has told investors in recent meetings that its 15-person chip design team is using Claude for engineering and design work on its custom chips
Anthropic's AI models have helped uncover serious cyber vulnerabilities and transform the software coding profession.
US data center operators and power developers are repurposing jet engines to secure power in as little as two years, bypassing multi-year grid-connection delays
Across wide stretches of the sun-bleached Sonoran desert in Arizona, thousands of retired aircraft sit nose-to-tail in graveyards of metal known as boneyards.
Roku reports Q3 revenue up 24% YoY to $1.5B, Platform revenue up 23% to $1.3B, ad revenue up 23% to $727.4M, and subscription revenue up 23% to $580.9M
Tutor Intelligence, which trains robot foundation models and builds AI warehouse robots, raised a $75M Series B led by a16z, taking its total funding to $117M
Super Micro reports Q1 revenue up 298% YoY to $19.95B, vs. $16.39B est., and forecasts Q2 revenue above estimates; SMCI jumps 7%+ after hours
DeepSeek releases a “creator mode” that allows DeepSeek Harness users to quickly create custom plugins, like a 3D model renderer and a video editing workbench
Filing: Anthropic aims to raise up to $3.5B from Japanese investors as part of its IPO; Australia, Canada, and parts of Europe will also have direct access
Yasutaka Tamura /Bloomberg:
Larridin, which helps companies track how AI affects employee output and identifies areas for better AI adoption, raised a $30M Series A led by Pelion Ventures
How OpenAI, Anthropic, and others are trying to prevent anyone from using their AI tools to disrupt the US midterms, including Anthropic's first-ever “war room”
OpenAI hires Jill Hazelbaker, Uber's president and chief corporate affairs officer, as its new chief corporate affairs officer, reporting to Greg Brockman
A look at AI safety debates and the rising popularity of “Stop Unilaterally + Raise Awareness”, or SURA; safety-focused AI labs shouldn't abandon the AI race
Block reports Q3 revenue up 10% YoY to $6.7B, above est., Cash App gross profit up 27% to $2.07B, raises its full-year profit outlook; XYZ jumps 5%+ after hours
Apple reports Q4 revenue from Services, which includes the App Store, Apple TV, Apple Music, Apple Care, and iCloud, grew 10% YoY to $31.57B, vs. $31.58B est.
Loree Seitz /The Wrap:
Marvell's $115B Lumentum acquisition is one of the biggest tech deals ever and 2026's top M&A deal; Lumentum is up 128% YTD, giving it a ~$76B market cap
British physicist and materials scientist Cyril Hilsum, widely recognized as “the father of liquid crystals” for enabling flat-panel display tech, died at 101
Investigation: a network of 400+ domains and apps linked to Chinese-language developers bypasses app store reviews to generate nonconsensual deepfakes and CSAM
Apple expects Q1 revenue to rise 7%-10% YoY, above 6% est., and gross margins of 45%-46%, below 47% est., as John Ternus says memory pricing “is unprecedented”
Hardware giant predicts robust sales in the holiday season but services outlook disappoints
Sources: US officials have held up approval for US chipmaking equipment needed by SK Hynix to expand in China, complicating its plans for new plants in New York
Traversal, which provides AI agents for site reliability engineering, raised $120M co-led by Kleiner Perkins, Redpoint, and Khosla at a $1B valuation
AI inference startup Fal raised $1.3B led by Bessemer at a $16B valuation, up from $8B in April; source: Fal hit $800M in annualized revenue earlier in 2026
John Ternus' first earnings call was a timid, scripted affair, as Apple faces a challenging Christmas quarter and a difficult 2027; AAPL falls 3%+
Dave Lee /Bloomberg:
Sources: Huawei has told some clients that a large share of its next flagship AI chip, the Ascend 960DT, will run mainly on HBM made by Samsung and SK Hynix
Memo: Linux distribution vendor SUSE is laying off ~10% of its employees, saying “automation and AI are fundamentally shifting how software companies operate”
Putin orders owners of non-state data centers to reserve 10% of capacity for Russia's IT infrastructure after Ukrainian drone attacks on Russian facilities
A profile of OpenAI VP Charles Porch, an ex-Instagram executive who is rehabilitating AI's image across Hollywood and the media, including via celebrity dinners
Analysis: Elon Musk contributed a record $474M to political groups for the 2026 midterms, including $216M to America PAC, the most a non-candidate has spent yet
Memo: Alphabet is issuing €6B in euro-denominated debt across seven tranches, attracting €17B+ in demand; Alphabet sold €9B of bonds in six tranches in May 2026
A profile of UCLA math professor Terence Tao, who was once enthusiastic about AI's role in math but now warns of AI destroying the field's deliberative process
Sources: UK-based Google DeepMind employees urge leaders to drop non-disparagement clauses barring public warnings about AI risks even after they leave Google
Sources detail Anthropic's compute deal spree: 3.5GW+ of expected capacity in 2026, diversifying beyond Nvidia's AI chips to Amazon, Google, and AMD, and more
New York Times:
John Ternus says Apple expects “even higher memory costs” in Q1 and to keep increasing after; Apple's inventory grew 31.1% QoQ and 154.3% YoY to $14.54B in Q4
Sarah Perez /TechCrunch: