On its earnings call, Apple's leadership detailed surging memory costs squeezing margins into the December quarter and beyond, while…
began Oct 28now
68 pieces · 7 sources · 1 comments
why here
№110 (page 4) · newest development 11d ago · 68 pieces from 7 sources · ranked by recent attention
“Apple CEO John Ternus says memory pricing is “unprecedented” and will keep rising beyond the December quarter”— @firesidealpha · full quotes →
7 sources
Business
The Google parent tests investor appetite for AI-linked debt with its second euro bond sale of 2026, just days after a record stock plunge.
began Nov 1now
24 pieces · 3 sources
why here
№111 (page 4) · newest development 11d ago · 24 pieces from 3 sources · ranked by recent attention
“This may be the most transformative tech boom yet, but it's not big enough to defy the high price of money”— unnamed expert, quoted in Semafor report · Semafor · full quotes →
3 sources
Business
Casap says its AI helps banks fight a surge in first-party credit card fraud, with Synchrony and Experian joining as new strategic…
began Oct 28now
12 pieces · 2 sources
why here
№112 (page 4) · newest development 11d ago · 12 pieces from 2 sources · ranked by recent attention
“It comes back to people thinking ‘this is a victimless crime, banks have a lot of money and I need money’, so people tell what they think are white lies”— Shanthi Shanmugam, CEO and co-founder of Casap · Fortune · full quotes →
2 sources
Business
10d ago
Gold prices stabilized near $3,950 as easing oil tensions and upcoming elections shift investor sentiment.
began Oct 31now
18 pieces · 3 sources
why here
№113 (page 4) · newest development 10d ago · 18 pieces from 3 sources · ranked by recent attention
“Spot gold added 1.8% to settle at $3,946.63/oz, while gold futures climbed 1.5% to settle at $3,956.60/oz.”— Investing.com · Investing.com News · full quotes →
3 sources
Business
Meta begins marketing a multi-currency bond offering as tech giants race to finance AI infrastructure amid investor skepticism.
began Nov 2now
34 pieces · 5 sources
why here
№114 (page 4) · newest development 10d ago · 34 pieces from 5 sources · ranked by recent attention
“negative" from "stable”— S&P Global Ratings, Credit rating agency · News.Az · full quotes →
5 sources
Business
Major automakers push lawmakers to pass legislation blocking Chinese car imports, citing surveillance risks and unfair competition.
began Nov 2now
26 pieces · 4 sources
why here
№115 (page 4) · newest development 11d ago · 26 pieces from 4 sources · ranked by recent attention
“We need to protect the US market from a flood of Chinese imports that carry surveillance risk and disadvantage current manufacturers that have made…”— John Bozzella, CEO, Alliance for Automotive Innovation · full quotes →
4 sources
Business
Washington Post reports Elon Musk's company is negotiating with EchoStar to acquire Boost Mobile or lease its wireless network for Starlink…
began Nov 1now
71 pieces · 6 sources · 2 comments
why here
№116 (page 4) · newest development 11d ago · 71 pieces from 6 sources · ranked by recent attention
“SpaceX is in talks to buy EchoStar's wireless service Boost Mobile or gain access to its network, which it leases from AT&T and T-mobile, the Washington Post…”— Reuters, wire service citing Washington Post · Investing.com · full quotes →
6 sources
Business
Battery-powered rigs now outsell diesel in the world's largest heavy-truck market, collapsing LNG demand and cutting diesel consumption by…
began Nov 2now
6 pieces · 3 sources · 9 comments
why here
№117 (page 4) · newest development 11d ago · 6 pieces from 3 sources · ranked by recent attention
“So China is skipping the 'bridge fuel' phase for trucks almost as fast as it started it.”— Electrek · full quotes →
3 sources
Business
The AI company's updated IPO filing reveals quarter-over-quarter deceleration as revenue growth slows from 146% in Q2.
began Nov 2now
5 pieces · 4 sources · 5 comments
why here
№118 (page 4) · newest development 11d ago · 5 pieces from 4 sources · ranked by recent attention
“still not final, has invisible moneys in it some q3 numbers tho lol i would not think about this at all really wonder if there's new risks tho”— davidgerard@circumstances.run · full quotes →
4 sources
Business
Rising debt issuance and massive capex plans fuel fears of an unsustainable AI market.
began Nov 1now
3 pieces · 2 sources
why here
№119 (page 4) · newest development 10d ago · 3 pieces from 2 sources · ranked by recent attention
“At some point in time, there's going to be a downturn, and then things are going to break.”— PIMCO CEO, Bond giant CEO · full quotes →
2 sources
Business
A former Epic Games developer argues Valve has achieved such market dominance that no competitor can dislodge Steam.
began Nov 2now
24 pieces · 4 sources · 127 comments
why here
№120 (page 4) · newest development 11d ago · 24 pieces from 4 sources · ranked by recent attention
“They are currently a very benevolent monopolist: they don't seriously compete with publishers that use their platform.”— a15971, Hacker News commenter · Hacker News · full quotes →
4 sources
Business
Warehouse club offers pre-order bundle with turkey, sides, and dessert ahead of the holiday.
began Oct 30now
15 pieces · 2 sources
why here
№121 (page 4) · newest development 11d ago · 15 pieces from 2 sources · ranked by recent attention
“To get the deal, you need to pre-order.”
— Kelly Kazek, Reporter · full quotes →
2 sources
Business
Bloomberg reports Jensen Huang signed off on the deal before Marvell and Lumentum announced their megamerger.
began Nov 2now
4 pieces · 3 sources
why here
№122 (page 4) · newest development 10d ago · 4 pieces from 3 sources · ranked by recent attention
3 sources
Business
Both companies' shareholders criticize the all-stock deal announced Monday, sending stock prices down.
began Nov 2now
4 pieces · 2 sources
why here
№123 (page 4) · newest development 11d ago · 4 pieces from 2 sources · ranked by recent attention
“It's a trash offer”— Shareholders (collective), Marvell and Lumentum shareholders · full quotes →
2 sources
Business
12d ago
Britain's competition watchdog says Meta's planned terms could let it scrape publisher content for AI without consent, possibly abusing a…
began Oct 30now
28 pieces · 4 sources
why here
№124 (page 4) · newest development 12d ago · 28 pieces from 4 sources · ranked by recent attention
“We've already committed not to change our terms without consulting publishers and other stakeholders. We welcome the opportunity to explain our approach to the…”— Meta spokesperson, Company statement · Channel News Asia · full quotes →
4 sources
Business
Updated IPO filing reveals revenue climbed to $17B but margins compressed as short-term compute costs surged.
began Nov 2now
2 pieces · 2 sources · 2 comments
why here
№125 (page 4) · newest development 11d ago · 2 pieces from 2 sources · ranked by recent attention
“During its third quarter, Anthropic generated $17 billion in revenue for the three months ended September 30”— Anthropic · Hacker News · full quotes →
2 sources
Business
AI startup's amended IPO prospectus shows $17B quarterly revenue but 47% growth deceleration and massive infrastructure spending…
began Nov 2now
3 pieces · 3 sources · 1 comments
why here
№126 (page 4) · newest development 11d ago · 3 pieces from 3 sources · ranked by recent attention
“substantially all of which is related to compute and infrastructure”— Anthropic SEC filing · Hacker News · full quotes →
3 sources
Business
A DealBook report says investors are growing uneasy about the debt financing underpinning the AI buildout.
began Nov 2now
4 pieces · 2 sources
why here
№127 (page 4) · newest development 11d ago · 4 pieces from 2 sources · ranked by recent attention
“Investors are growing increasingly concerned about the debt-fueled spending spree at the heart of the artificial intelligence buildout.”— New York Times DealBook · full quotes →
2 sources
Business
Historical data favors a November rally for US stocks even as October ended with a sharp sell-off.
began Oct 30now
3 pieces · 3 sources · 41 comments
why here
№128 (page 4) · newest development 11d ago · 3 pieces from 3 sources · ranked by recent attention
“Since 1980, the S&P 500 has rallied +2.1% on average in November, making it the strongest month of the year.”— @KobeissiLetter · full quotes →
3 sources
Business
A potential deal with EchoStar's Boost would give SpaceX millions of wireless customers, though Boost relies on carriers that have already…
began Nov 2now
4 pieces · 2 sources
why here
№129 (page 4) · newest development 11d ago · 4 pieces from 2 sources · ranked by recent attention
“A possible Boost Mobile deal could hand SpaceX millions of wireless customers to build Starlink Mobile on, but Boost rents its network from the same carriers…”— Motley Fool · Press · full quotes →
2 sources
Business
Bloomberg questions timing of semiconductor merger as tech sector faces uncertainty.
began Nov 2now
2 pieces · 2 sources
why here
№130 (page 4) · newest development 11d ago · 2 pieces from 2 sources · ranked by recent attention
“This Is Such a Bad Time for a $115 Billion Tech Deal”— Bloomberg, Financial news outlet · Bloomberg Opinion · full quotes →
2 sources
Business
Prices rose after October announcement, and analysts say the strategy misdiagnosed the cause of the spike.
began Oct 26now
7 pieces · 3 sources · 2 comments
why here
№131 (page 4) · newest development 11d ago · 7 pieces from 3 sources · ranked by recent attention
“Cars run on gas, the economy runs on diesel”— Mark Zandi, chief economist at Moody's · full quotes →
3 sources
Business
SpaceX and EchoStar announce collaboration to reshape wireless communications, sending EchoStar stock higher.
began Nov 2now
2 pieces · 2 sources
why here
№132 (page 4) · newest development 11d ago · 2 pieces from 2 sources · ranked by recent attention
2 sources
Business
The data center laser maker acquisition sets multiple Wall Street records for 2026.
began Nov 2now
2 pieces · 2 sources
why here
№133 (page 4) · newest development 11d ago · 2 pieces from 2 sources · ranked by recent attention
“Marvell Technology Inc.'s $115 billion takeover of data center laser maker Lumentum Holdings Inc. will move Wall Street past a number of mergers and…”— Bloomberg Law · Press · full quotes →
2 sources
Business
11d ago
SpaceX stock surged 4% on reports of acquiring Boost Mobile from EchoStar, bypassing T-Mobile's MVNO block to build its wireless network.
began Nov 2now
3 pieces · 2 sources
why here
№134 (page 4) · newest development 11d ago · 3 pieces from 2 sources · ranked by recent attention
“a fair amount of flexibility contractually regarding M&A or partnering with people.”— Charles Ergen, EchoStar Chairman and CEO · Press · full quotes →
2 sources
Business
Starlink acquired low-band spectrum from Grain Management and is negotiating with Boost Mobile to build a competing U.S. wireless carrier.
began Nov 2now
2 pieces · 2 sources
why here
№135 (page 4) · newest development 11d ago · 2 pieces from 2 sources · ranked by recent attention
“the last critical piece of the spectrum puzzle needed to provide complete phone coverage in America”
— Elon Musk, Starlink and SpaceX CEO · Press · full quotes →
2 sources
Business
S&P 500 executives are citing inflation and cost pressures at the fastest pace since the 2022 spike, Bloomberg data shows.
began Nov 2now
3 pieces · 3 sources · 2 comments
why here
№136 (page 4) · newest development 11d ago · 3 pieces from 3 sources · ranked by recent attention
“Mentions of inflation and cost pressures are on track for their biggest jump since 2022, with S&P 500 executives projected to cite them over 1,100 times this…”— @mikezaccardi.bsky.social · full quotes →
3 sources
Business
11d ago
Marvell Technology's acquisition of Lumentum unites two Nvidia-backed suppliers of optical hardware for AI data centers.
began Nov 2now
3 pieces · 2 sources
why here
№137 (page 4) · newest development 11d ago · 3 pieces from 2 sources · ranked by recent attention
2 sources
Business
The San Francisco startup, which sells AI call-answering and scheduling agents to plumbers, electricians and HVAC firms, disclosed two…
began Nov 1now
5 pieces · 2 sources
why here
№138 (page 4) · newest development 11d ago · 5 pieces from 2 sources · ranked by recent attention
“Home services deserves tech that works as hard as its people. We're just getting started 🥦🥦🥦”— @call_broccoli · full quotes →
2 sources
Business
The storage chip maker reported record quarterly revenue of ¥2.48 trillion, driven by enterprise demand for AI infrastructure.
began Nov 2now
2 pieces · 2 sources
why here
№139 (page 4) · newest development 11d ago · 2 pieces from 2 sources · ranked by recent attention
“The quarter-on-quarter increase was primarily due to a significant increase in average selling prices (ASPs) resulting from strong demand from datacenter…”— Kioxia · full quotes →
2 sources
Business
Senior advocate Darius Khambata declines reappointment as trustee, criticizing leadership's handling of Tata Sons listing dispute.
began Nov 2now
16 pieces · 2 sources
why here
№140 (page 4) · newest development 11d ago · 16 pieces from 2 sources · ranked by recent attention
“a day that will live in infamy”— Darius Khambata · full quotes →
2 sources
Business
11d ago
Sultan Haitham bin Tarik and President Xi Jinping oversee deals worth billions across renewable energy, mining, logistics, and space…
began Nov 1now
5 pieces · 4 sources
why here
№141 (page 4) · newest development 11d ago · 5 pieces from 4 sources · ranked by recent attention
“The visit represents an important step for the economic partnership between the two countries and gives the authority and its companies broader opportunities…”— Abdulsalam bin Mohammed Al Murshidi · full quotes →
4 sources
Business
Austerity and tight monetary policy have pushed Argentina's economy into a second straight quarterly contraction, eroding Milei's approval…
began Nov 2now
5 pieces · 3 sources · 4 comments
why here
№142 (page 4) · newest development 11d ago · 5 pieces from 3 sources · ranked by recent attention
“The situation is critical”— Ricardo Kuchikian · full quotes →
3 sources
Business
Ford pledges explicit customer control over vehicle data and launches an explainer site ahead of its next connected EVs.
began Nov 2now
27 pieces · 5 sources · 69 comments
why here
№143 (page 4) · newest development 11d ago · 27 pieces from 5 sources · ranked by recent attention
“well, we will see, won't we?”— glynmoody.bsky.social · full quotes →
5 sources
Business
Technology shares advance after falling oil prices offer relief following a bruising week for the artificial intelligence trade.
began Nov 2now
5 pieces · 3 sources
why here
№144 (page 4) · newest development 11d ago · 5 pieces from 3 sources · ranked by recent attention
“US equity futures advanced, led by technology shares, as falling oil prices offered relief after a bruising week for the artificial intelligence trade.”— Bloomberg Markets · full quotes →
3 sources
