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Microsoft announced on Thursday that it plans to issue $25 billion in bonds, using its S&P AAA rating to finance infrastructure expansion. Management has set a 2026 capital expenditure target of $170 billion to meet demand from customers such as Anthropic and OpenAI. The company said the net proceeds will be used for general corporate purposes, which may include working capital, capital expenditures, share repurchases, acquisitions, and repayment of existing debt. The offering is expected to clo

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OpenAI product lead Tibo announced that usage limits for the Pro 100, Pro 200, Pro 500, and Business Premium plans have all been doubled, and that the quota reduction for Pro 200 has been withdrawn; Pro 500 can get usage equivalent to 50 times that of Plus. The article notes that this falls on day 25 of OpenAI's 28-day improvement plan, and some Pro 200 users believe it merely cancels a planned reduction rather than adding new benefits. The article also reviews the hidden token consumption cause

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Cohere has completed its Series-E funding, targeting a size of up to CAD 7 billion (about EUR 4.7 billion), at a valuation of about CAD 35.7 billion (about EUR 23.9 billion), led by Schwarz Group, the parent company of Lidl and Kaufland, with participation from existing investors including the Canadian government and Nvidia. Cohere had previously merged with Heidelberg-based Aleph Alpha—in effect, Cohere acquired the latter—and Heidelberg continues to serve as a research and development base. Co

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Alphabet's third-quarter revenue rose 25% year-over-year to $127.58 billion, while net profit fell 25% year-over-year to $26.17 billion, free cash flow was negative more than $9 billion, and the stock fell nearly 10% in after-hours trading. Capital expenditures of $51.4 billion were mostly directed toward AI infrastructure, and CFO Anat Ashkenazi maintained the full-year 2026 capital expenditure range of $195 billion to $205 billion unchanged. Hours before the earnings release, Google launched G

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On October 29, 2026, OpenAI announced an expanded multi-layer misalignment behavior monitoring system covering training, evaluation, and internal use, and, after modifications, extended to external deployment. The system monitors every reinforcement learning run and evaluation for models at least as capable as GPT-6 Astra, with a four-layer architecture that escalates step by step from activation probes to safety and alignment investigation agents. In independent red team testing conducted by ME

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On October 29, 2026, OpenAI released an updated version of the Model Spec, restructuring model behavior guidelines around five values: fidelity to human intent, harm minimization, honesty and transparency, human autonomy, and care, and adding guidance on context, oversight, and autonomy, while retiring most detailed style guidelines. The document sets different levels of authority for instructions, with root-level rules that cannot be overridden by conversational context, and adds root-level rul

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Mintive has completed a new $7 million funding round led by Cowboy Ventures, bringing total funding to $11 million. The company says it currently handles 2.5 million agent calls per day, serves more than 50 paying enterprise customers, and has processed over 200 million cumulative calls in seven months. Its platform assigns each agent an independent identity, scoped permissions, and traceable operation records; underlying service credentials remain within the gateway, agents access tools through

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ADT and Thrive Holdings announced on October 29, 2026 that they had reached a definitive agreement under which Thrive Holdings will acquire ADT in an all-cash transaction valuing ADT's equity at approximately $7.6 billion and its enterprise value at approximately $15.3 billion, with ADT shareholders receiving $10.00 in cash per share. The price represents a 45.6% premium over ADT's unaffected closing price of $6.87 on October 27, 2026. The transaction is expected to close in the first quarter of

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CrowdStrike's report states that the China-linked group VAPOR PANDA used an AI-driven intrusion framework called ARTEX, built primarily on the DeepSeek large language model with another commercial model as a secondary component, to target more than 200 organizations in at least 14 countries over 11 days starting October 17, 2026, and confirmed post-compromise activity at 9 of them. ARTEX consists of a main agent and planning and execution sub-agents that share a fact and goal graph; in a single

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The New York Times, citing people familiar with the matter, reported that Nvidia CEO Jensen Huang has been caught up in a Chinese intelligence operation involving Alice Huang (Huang Le), an executive at Singapore-based data center operator Megaspeed, whom the U.S. side believes to be a Chinese intelligence officer. The report said she built a close relationship with Huang and, a year later, facilitated Megaspeed's purchase of about $2 billion in GPUs from Nvidia, with the chips flowing to data c

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Intel reported third-quarter revenue of $16.51 billion, up 21% year-over-year, and earnings per share of 52 cents, both beating Wall Street expectations. However, its fourth-quarter guidance was only about 25 cents per share on revenue of $15 billion to $16 billion, far below analysts' expectations of 43 cents and $17.1 billion, sending the stock down more than 22% after hours. Revenue from the Client Computing and Physical AI businesses fell 5% year-over-year to $8.1 billion, while revenue from

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After Alphabet announced its third-quarter earnings, its stock price fell sharply for two consecutive days, and its market value evaporated by about $500 billion. Net profit for the quarter fell 25% year over year to $26.2 billion, or $2.12 per share, below FactSet analysts' expectations; revenue rose 25% to $127.6 billion, and advertising revenue rose 11% to $82 billion. Google Cloud revenue rose 103% to $30.7 billion, and the company said sales of its self-developed TPU chips contributed signi

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At its investor day, Oracle set a target of expecting free cash flow of at least $30 billion in fiscal 2029, whereas investors had previously expected a negative figure. In fiscal 2026, the company consumed $23.7 billion in free cash flow to build AI data centers for customers including OpenAI, and this year it plans capital expenditure of $90 billion to $95 billion. CFO Hilary Maxson said free cash flow will turn positive in the second half of fiscal 2028, provided that capital expenditure peak

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Alphabet released its quarterly earnings report, with revenue up about 25% year over year to $127.6 billion, slightly below analyst expectations, while net profit fell about a quarter to nearly $26.2 billion; shares fell about 9% after the report was released. Search advertising revenue rose about 12% year over year to $63.35 billion, below analysts' expectation of about $65 billion; Google manager Philipp Schindler said ad monetization efficiency in AI Mode remains lower than in traditional sea

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NYU Langone Health and OpenEvidence announced a collaboration to embed OpenEvidence's Patient Aware Clinical Intelligence into its Epic electronic health record system, covering the health system's 12.4 million outpatient visits per year. Clinicians can pose complex clinical questions in natural language within the Epic workflow and receive answers grounded in peer-reviewed medical literature and tailored to the patient's context. The deployment covers its hospitals, outpatient network, and Fami

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On October 27, Sarvam AI announced that it had signed a memorandum of understanding with India's Headquarters Integrated Defence Staff (HQ IDS) to establish a unified framework for AI projects for the Army, Navy and Air Force. Sarvam will design, develop and deploy AI applications for operations, training and decision support, with the three services and joint agencies sharing the same foundation models, agent infrastructure, and geospatial and perception systems. The work is handled by Chanakya

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Meesho said on its Q2 FY2026-27 earnings call that AI agents have become its default way of developing software: one engineer leading a group of agents can take on the work of what used to be a three-person team, and 65% of teams are driven by a single engineer. The company said its internal productivity score rose 171% from March to September 2026, code review approval time fell 41%, and the time for a model to enter online testing shrank from 17 days to 3 days. At the same time, AI has also pu

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Microsoft's revenue in the first quarter of fiscal year 2027 grew 19% year over year to $92.28 billion, with earnings per share of $4.89, both exceeding Wall Street expectations, and the stock rose about 4% after hours. For the first time, the company separately disclosed Azure revenue of $33.17 billion, up more than 48% year over year, and changed its financial reporting to two major segments, Agents and Infra and Devices and Consumer, with the former generating $76.8 billion in revenue, up 25%

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Samsung Electronics confirmed third-quarter operating profit of 107.44 trillion won (about $80.5 billion), a record quarterly profit for the tech industry, with revenue of 195.25 trillion won, up 127% year over year. Profit came mainly from the Device Solutions division responsible for the semiconductor business, which posted revenue of 147.1 trillion won and operating profit of 106.5 trillion won. Samsung expects the global memory chip shortage to deepen in fiscal 2027, and its smartphone busin

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The Guardian reports that xAI, in Southaven, Mississippi, has been offering to buy homes from residents through real estate agents on the condition that homeowners not join a class-action lawsuit over noise from its gas turbines. One agent said the goal is to purchase 418 homes, and 18 households have already agreed to sell; xAI did not respond to these figures and denies all allegations in the noise lawsuit. Local residents say the gas turbines run around the clock and produce constant noise re

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