| 11:45 PM • | Sarah Klearman / Wall Street Journal: Mirendil, founded by former Anthropic researchers to build tools for accelerating AI R&D, raised a $1B Series A led by Kleiner Perkins and Clearlake Capital |
| 11:15 PM • | Olivia Carville / Bloomberg: Sources: social media companies' payouts in teen addiction suits mostly ranged from $2M-$2.5M; Meta agreed to pay two teens a combined $7M in the past two weeks |
| 10:40 PM • | CNN: Sources: US officials disagree on whether China had Alice Huang spy on Jensen Huang; some at the ODNI and the CIA say the intelligence to date doesn't prove it |
| 10:20 PM • | The Information: Letter: ByteDance plans to buy back up to $6B worth of shares from existing investors at a ~$400B valuation, a 20% increase in valuation from its 2025 buyback |
| 10:01 PM • | Jasper Goodman / Politico: Senate Banking Chair Tim Scott asks Jensen Huang and Howard Lutnick to testify at separate hearings in December over the Nvidia saga; Lutnick agrees to appear |
| 9:11 PM • | Bloomberg: Sources: Nvidia faced pressure to boost its 25% residual value support backstop on a planned $500B AI financing vehicle with asset managers before Huang's exit |
| 8:50 PM • | Bloomberg: Sources close to Jensen Huang say he has taken a penitent turn, castigated himself as a “piece of shit”, and he has claimed to not care what happens to himself |
| 8:35 PM • | New York Times: Sources: President Trump's and Howard Lutnick's close relationship with Jensen Huang made officials wary of taking aggressive steps to rein in Nvidia chip sales |
| 7:35 PM • | New York Times: Sources: during a Tuesday call, President Trump urged Jensen Huang to keep fighting for his job; aides say Trump sees Nvidia as essentially too big to fail |
| 7:30 PM • | CJ Fairfield / CRN: NYC-based Hatz AI, which makes tools for managed services providers to help small businesses adopt AI, raised a $24M Series A |
| 6:50 PM • | Anzar Mehraj / Reuters: Cisco reports Q1 revenue up 24% YoY to $18.5B, above $18.14B est., adjusted EPS above estimates, and raises its FY 2027 revenue forecast; CSCO drops 5%+ |
| 6:35 PM • | A.J. Vicens / Reuters: The FBI says North Korean hackers have stolen $400M+ in crypto over the past 18 months using “FaceStealer”, a scheme involving fake video calls and AI deepfakes |
| 5:30 PM • | Will DePue / Unemployment Labs: Analysis of open weights: six models from DeepSeek, Moonshot, MiniMax, and Ant Group released since April carry fingerprints of export-controlled Blackwell GPUs |
| 5:20 PM • | Myles Miller / Bloomberg: The DOJ says it got court authorization to seize or restrain $1.2B of the $2.7B frozen by Tether and Circle after North Korea's $6.3B Binance hack on October 29 |
| 5:15 PM • | @artificialanlys: Artificial Analysis Intelligence Index: Gemini 4 Hydrogen nearly ties Claude Sonnet 5.5 and GPT-6.1 Sol, at a third of Sonnet's cost but ~2.5x that of Sol |
| 5:05 PM • | Bloomberg: Sources: OpenAI confirmed to lawmakers this week that it would support a bipartisan effort in Congress to curb China's access to AI chips and chipmaking tools |
| 4:50 PM • | Bloomberg: Sources: Kalshi is in talks to raise funding at a $65B valuation, weeks after closing a round at a $40B valuation; its annual run rate recently surpassed $5B |
| 4:35 PM • | Jordan Novet / CNBC: Cerebras reports Q3 core revenue up 70% YoY to $230.9M, vs. $214.7M est., issues strong guidance, and unveils a Microsoft deal signed in October; CBRS jumps 5%+ |
| 4:25 PM • | Reuters: US Attorney General Todd Blanche says the DOJ has not yet reached a conclusion on whether Alice Huang was a Chinese spy and “of course” the FBI is investigating |
| 4:20 PM • | Bailey Lipschultz / Bloomberg: Sources: Anthropic's IPO is about six times oversubscribed, and bankers have told prospective investors that Anthropic will prioritize existing backers |
| 4:15 PM • | Grace Kay / New York Times: SpaceX plans to invest $50B in an Arizona data center campus and $24B in a Texas data center campus; in October, it said its AI business was 50%+ of its revenue |
| 3:28 PM • | Bloomberg: Sources: SpaceX and Tesla are progressing in their merger negotiations and could announce a deal as soon as in December or early 2027, but obstacles remain |
| 2:46 PM • | Reuters: Sources: Jensen Huang had an intimate relationship with a second employee; revelations about two other extramarital affairs led to his resignation as Nvidia CEO |
| 2:45 PM • | Anna Washenko / Engadget: Microsoft says it is “seeing encouraging recovery progress” after confirming users may be unable to access Microsoft 365 services, including Outlook and Teams |
| 2:35 PM • | Anirban Sen / Reuters: Kalshi ends its Donald Trump Jr. advisory contract from January 2025, after his VC firm 1789 Capital increased its stake in Polymarket and led its latest round |
| 2:30 PM • | Google Antigravity: Google updates Antigravity with Orchestrator, which dynamically switches between models like Carbon and Hydrogen within a session, for AI Ultra subscribers |
| 2:20 PM • | Reuters: Sources: senior White House officials are discussing whether Commerce Secretary Howard Lutnick should be pushed out amid the spy scandal surrounding Nvidia |
| 1:55 PM • | Abner Li / 9to5Google: Google says Gemini 4 Hydrogen is available across Google AI Studio, the Gemini API, Gemini for business, Search, and paid AI Pro and Ultra tiers in Antigravity |
| 1:40 PM • | Koray Kavukcuoglu / Google: Google launches Gemini 4 Hydrogen, calling it a major upgrade over Gemini 3.8 Flash, at $1.50/1M input and $7.50/1M output tokens across its 1M context window |
| 1:00 PM • | Teresa Xie / Bloomberg: Binance says it has covered all of the $6.3B in cryptoassets stolen on October 29, using its profits and emergency funds to replace common and obscure tokens |
| 12:01 PM • | Victoria Song / The Verge: Samsung's Android XR smart glasses hands-on: stylish with good privacy protections like local face redaction and nice Gemini features like real-time translation |
| 11:45 AM • | Phoebe Liu / The Information: Colette Kress may take a more conservative approach than Jensen Huang; sources say she sometimes pushed back on his riskier deals like backstopping OpenAI |
| 11:40 AM • | Rohan Goswami / Semafor: US officials: multiple US DOJ investigations threaten to sweep up Nvidia, including one focused on antitrust grounds and two focused on Megaspeed and Supermicro |
| 11:35 AM • | Erik Wasson / Bloomberg: US House Foreign Affairs Chairman Brian Mast says Jensen Huang has agreed to testify under oath to Congress before Thanksgiving, likely behind closed doors |
| 11:20 AM • | Connie Loizos / TechCrunch: Whoop launches Whoop Humans, a free opt-in social network in its app that allows members at every tier to share health data with approved followers |
| 11:15 AM • | Terrence O'Brien / The Verge: Staff email: interim Nvidia CEO Colette Kress cites “an extraordinarily difficult period” and promises “more from leadership” and a company November 18 meeting |
| 11:05 AM • | Zac Hall / 9to5Mac: Trump says Tim Cook is the “only one man” to replace Jensen Huang as Nvidia CEO, adding “A Legend replaces a Legend!” and Huang “has done a fantastic job” |
| 10:35 AM • | The Information: Sources: firms tied to Alice Huang recently invested in DeepSeek, to forge closer ties and supply Nvidia's Blackwell chips, which are banned from sale to China |
| 10:30 AM • | Jordan Novet / CNBC: Neocloud Nebius' stock falls 16%+ after it reported Q3 revenue up 571% YoY to $980.8M, above $907.5M est., increased 2026 capex spend, and issued a weak outlook |
| 10:25 AM • | Belle Lin / Wall Street Journal: LangChain, which aims to help large companies build and deploy their own AI agents, raised $300M led by CapitalG at a $3B valuation, up from $1.25B in 2025 |
| 10:00 AM • | Bloomberg: Nvidia dropped 14% at Thursday's open after Jensen Huang resigned, erasing $600B+ in value and taking its market cap below $4T for the first time since 2025 |
| 9:50 AM • | Amrith Ramkumar / Wall Street Journal: Jensen Huang's resignation caps a 33-year career, growing Nvidia from a GPU maker to an AI giant; born in Taiwan, he moved to the US at 10 and has a ~3.6% stake |
| 9:40 AM • | Financial Times: Under Jensen Huang, Nvidia plowed its vast profits into bankrolling AI startups, suppliers, and chip customers, a web of dependencies that could now unravel |
| 9:30 AM • | Adam Satariano / New York Times: A profile of interim Nvidia CEO Colette Kress, who joined in 2013 after working at Cisco and Microsoft; as CFO, Kress criticized US export controls on China |
| 9:25 AM • | Hayden Field / The Verge: Nvidia appoints ex-Synopsys CEO Harvey C. Jones as its first-ever board chair; the board's Jensen Huang exit press release does not include a quote from Huang |
| 9:25 AM • | Paul Mozur / New York Times: Singapore says it held Alice Huang's passport from June 2025 to February 2026 and released her with a “stern warning” after the US provided very little help |
| 9:10 AM • | Julian Chokkattu / Wired: Google and Samsung open preorders for their Android XR “Intelligent Eyewear” smart glasses, for $395+ for Warby Parker's frames and $449+ for Gentle Monster's |
| 9:05 AM • | Jennifer Pattison Tuohy / The Verge: Apple HomeView review: fast home controls, helpful Siri AI, gorgeous customizable faces, great sound for its size, but Siri can be slow and pricey wall mount |
| 8:53 AM • | Nvidia Newsroom: Jensen Huang resigns as Nvidia CEO, president, and board member; CFO Colette Kress will serve as interim CEO as the board considers candidates; NVDA drops 4.34% |
| 7:45 AM • | Jeremy Kahn / Fortune: Munich-based SE3, which is developing “spatial intelligence” software to combine feeds into a queryable 3D battlefield map, raised a $30M Series A led by Accel |
| 7:35 AM • | Jake Rudnitsky / Bloomberg: Australian quantum software startup Q-Ctrl, which builds sensors that help ships and aircraft navigate when GPS is unavailable, raised $290M at a $1B+ valuation |
| 7:20 AM • | New York Times: How CFTC Chairman Michael Selig reversed years of agency policy to authorize perpetual crypto and stock trades on Kalshi and others, despite SEC staff concerns |
| 7:10 AM • | Financial Times: Volodymyr Zelenskyy says Starshield faced “systematic speed restrictions” for several days; Ukrainian officials believe it is to pressure Kyiv amid peace talks |
| 7:05 AM • | Jess Weatherbed / The Verge: Google launches Tabletop, an experimental AI platform to build customizable, collaborative personal planning and coordination hubs, in beta via a US waitlist |
| 7:00 AM • | Michael Acton / Financial Times: Sources: Nvidia employees, known for their fierce loyalty to Jensen Huang, have been left stunned and some are angry at the news of his extramarital affairs |
| 6:50 AM • | Bloomberg: Beijing says “the US should stop fabricating the so-called Chinese spy narrative as a pretext for imposing technology restrictions”; Trump and Xi meet next week |
| 6:35 AM • | Sam Biddle / The Intercept: Russian pranksters tricked three OpenAI natsec and policy executives into a video meeting by posing as Ukrainian officials; OpenAI says it “acted internally” |
| 6:25 AM • | Brian Krebs / Krebs on Security: A look at Russian ransomware-as-a-service group Qilin, which has become the world's most active gang, likely run by 36-year-old Aleksey Mikhailovich Yakovtsev |
| 6:20 AM • | Bloomberg: A look at Nvidia's 10-person board, many of whom have known Jensen Huang for decades, including attorney Stephen Neal, VC Tench Coxe, and academic John Dabiri |
| 6:10 AM • | Lingling Wei / Wall Street Journal: Sources: Alice Huang's business partner and husband Kang Wei spoke openly of her Jensen Huang relationship; Wei, who knew Jensen for a decade, introduced them |
| 6:00 AM • | Bloomberg: A look at potential Nvidia CEO candidates, including CUDA inventor Ian Buck, Arm CEO Rene Haas, and Apple Chief Hardware Officer Johny Srouji |
| 5:55 AM • | Sherry Qin / Wall Street Journal: SMIC reports Q3 revenue up 34% YoY to ~$3.19B, net profit up 123% to ~$428.4M, above ~$396.8M est., and a gross margin of 29.9%, above its 26% to 28% guidance |
| 5:45 AM • | Yazhou Sun / Bloomberg: London-based Uforce, which makes unmanned air, sea, and land vehicles, raised $700M co-led by the UK National Wealth Fund and Valor Equity at a $6B valuation |
| 5:35 AM • | Bloomberg: Sources: Tencent founder Pony Ma says in his annual speech that he is willing to deploy half of the company's 100,000-strong workforce to AI-native businesses |
| 5:30 AM • | Ruxandra Teslo / Ruxandra's Substack: A look at the AI community's “handoverism” ideas, which envision humanity entrusting “the direction of its future to AI”, and what it may look like in practice |
| 5:20 AM • | Gao Yuan / Bloomberg: Foxconn reports Q3 revenue up 47% YoY to ~$95.4B, net income up 34% to ~$2.4B, above est., driven by AI and iPhone Duo demand, and forecasts strong 2027 sales |
| 5:03 AM • | Mike Wheatley / SiliconANGLE: Lumbra, which is developing tech to orchestrate AI agents in ultra-secure computing environments for the intelligence community, raised a $25M Series A |
| 2:30 AM • | Alexandra S. Levine / Bloomberg: A growing number of young victims whose photos and videos Grok sexualized are seeking to hold xAI legally accountable for letting users generate such content |
| 2:10 AM • | Marilen Martin / Bloomberg: Munich-based Agile Robots, which builds humanoids, mobile robots, robotic arms, and software to control them, raised $500M led by SoftBank at an $8.5B valuation |
| 1:55 AM • | Emily Mullin / Wired: Radical Numerics unveils Omnii Defense, an edge AI model it says can identify natural and AI-engineered pathogens with a USB gene sequencer and no internet |
| 1:05 AM • | Reuters: Sources: Chinese AI companies rush to rent Nvidia cloud capacity overseas amid fears of tighter US export control enforcement after the Jensen Huang spy scandal |
| 12:45 AM • | Joe Miller / Financial Times: China hawks and Big Tech critics on Capitol Hill are building bipartisan support for tighter export controls, as Jensen Huang loses favor despite Trump's praise |
| 12:35 AM • | Jonathan Weil / Wall Street Journal: Nvidia stopped reporting Singapore revenue after its Q2 2025 ended on July 27, when it accounted for 22% of its revenue, after placing Megaspeed on a block list |
| 12:25 AM • | Financial Times: AMD's shares rose 4%+ pre-market, after closing up 7.3%, and Broadcom gained 2.4% pre-market, following a 4% gain, as Nvidia's board weighs ousting Jensen Huang |
| 11:00 PM • | Wall Street Journal: Sources: even before Jensen Huang's Alice Huang affair became public, some Trump officials questioned Jensen's aggressive lobbying for more chip sales to China |
| 10:25 PM • | Leo Schwartz / The Information: Sources: the US Commerce Department is finalizing a semiconductor control expansion that would prevent remote data center access and chip smuggling into China |
| 9:45 PM • | Semafor: Source: Nvidia's board is considering Apple Chief Hardware Officer Johny Srouji as a CEO candidate |
| 9:35 PM • | Wall Street Journal: Letter: Sens. Elizabeth Warren and Chris Coons ask the Trump administration to preserve all documents tied to Nvidia's chip exports to China and Huang's affair |
| 8:45 PM • | Bloomberg: Sources: Megaspeed founder Alice Huang has returned to China; a source says she is currently living in Beijing with the knowledge of security officials |
| 7:45 PM • | Janko Roettgers / Lowpass: Roku says it will wind down sales of smart home hardware to focus on streaming, days after Fox closed its acquisition, but will keep supporting existing devices |
| 7:15 PM • | Bloomberg: Source: Nvidia's board is working with an outside firm to identify possible replacements for Jensen Huang and weighs naming a temporary CEO during the search |
| 6:50 PM • | Jeannine Amodeo / Bloomberg: Sources: CoreWeave plans to raise $4B+ via an investment-grade loan as soon as next week; CoreWeave says it may yield 7%-7.5%, about half its junk bonds' yield |
| 6:20 PM • | Axios: Sources: Howard Lutnick has stalled curbs on companies suspected of diverting Nvidia chips to China; Trump approved curbs for a third time in 2026 on November 5 |
| 5:45 PM • | Axios: Sources: Scott Bessent confronted Howard Lutnick last week over the Commerce Department not adding Megaspeed to its entity list; the agency denies it occurred |
| 5:32 PM • | Wall Street Journal: Sources: Nvidia's board is preparing to oust Jensen Huang after he had two extramarital affairs, one with a suspected Chinese spy; NVDA drops 5%+ pre-market |
| 5:03 PM • | New York Times: Sources: Jensen Huang had an extramarital relationship with Nvidia VP of Healthcare Kimberly Powell, who reports to him; the affair was discussed inside Nvidia |
| 4:00 PM • | Scott Patterson / Bloomberg: OKX and ICE's joint venture OKXICE plans to launch a US tokenized stock venue on November 23 and list 70+ assets; 56 of the 62 companies it targeted objected |
| 3:25 PM • | Todd Bishop / GeekWire: AWS releases AWS Emulator, a free tool that simulates 200+ services locally, saying AI agents wrote it and its team hasn't written or reviewed any of its code |
| 2:05 PM • | Google: Google launches Gemini Decisions API, powered by its new Gemini Decision 1 model, to return predefined answers with confidence scores, at $0.10/1M input tokens |
| 1:40 PM • | Alison Sider / Wall Street Journal: United Airlines says it will block third-party AI assistants from booking tickets to protect its customers' data, citing potential FAA and DOT rule violations |
| 1:30 PM • | Nick Clegg / The Atlantic: Silicon Valley's herd mentality in cozying up to Trump backfired as Democrats may seek retribution, China closes the AI gap, and anti-Big Tech sentiment grows |
| 12:40 PM • | Kyt Dotson / SiliconANGLE: IBM unveils the Quantum Nighthawk r3, its next-gen processor designed to execute 10,000 quantum operations across 520 qubits to tackle more complex computations |
| 12:00 PM • | Bloomberg: Sources: self-driving simulation software maker Applied Intuition is in talks to raise at least $1.5B led by General Catalyst at a ~$30B pre-money valuation |
| 11:35 AM • | Riley Griffin / Bloomberg: Memo: Meta's head of infrastructure and co-head of engineering Santosh Janardhan plans to leave in early 2027 and Dave Brown will become head of infrastructure |
| 11:30 AM • | Alex Konrad / Upstarts Media: NYC-based Imprint, which helps companies offer co-branded credit cards and manage loyalty programs, raised $130M led by Khosla Ventures at a ~$1.9B valuation |
| 10:21 AM • | Tim Keary / Forbes: Tel Aviv- and SF-based Edelbyte, which is building a data analytics platform designed for AI agents, emerges from stealth with $70M across a Series A and a seed |
| 10:10 AM • | Robert Hart / The Verge: Google DeepMind launches AlphaGenome 2, trained on 100M+ cell profiles across 68 tissues to predict the effects of genetic variants, for non-commercial research |
| 10:05 AM • | Tim Fernholz / TechCrunch: Plurai, founded by ex-Nexar employees to use synthetic data and digital twins of corporate IT environments to assess AI agents, raised a $13M seed led by Team8 |
| 9:40 AM • | Morgan Chittum / Fortune: Rox, which develops AI agents to automate customer research and outreach, raised a $100M Series B led by General Catalyst and March Capital at a $1.3B valuation |
| 9:20 AM • | Politico: After the US midterms, Palantir CEO Alex Karp pivots toward Democrats, describing his philosophy as “progressive” and praising Trump for saying ICE went too far |
| 9:01 AM • | J.D. Capelouto / Semafor: An analysis of 42 interviews since 2022: after US chip restrictions, Jensen Huang's public rhetoric became more admiring of China and critical of export rules |
| 8:40 AM • | Bailey Lipschultz / Bloomberg: Sources: Anthropic's IPO draws multiple times the orders for the shares available; a source says Dario Amodei and Jamie Dimon have a livestream event on Friday |
| 8:25 AM • | Mark Chediak / Bloomberg: Salt Lake City-based energy storage startup Torus raised a $500M Series C led by Magnetar to build shipping container-sized AI data centers at 1MW to 20MW sizes |
| 8:20 AM • | George Hammond / Financial Times: London-based AI chip startup Fractile raised $720M from Thrive, Founders Fund, and others, sources say at a $7B post-money valuation, up from ~$1.1B in May |
| 8:00 AM • | Loreben Tuquero / Poynter: Wesleyan Media Project: political campaigns spent ~$187M on ~300 AI-generated or AI-enhanced ads in the midterms; ~90% of tracked AI ads were for GOP candidates |
| 7:50 AM • | @firesidealpha: Anthropic's IPO roadshow video: Dario Amodei says cancer, Alzheimer's, heart disease, and mental illness will be “relics of the past” in “less than a decade” |
| 7:40 AM • | Luke Plunkett / Aftermath: Game developer House House confirms using AI during Big Walk's final development, sparking an intense debate among Independent Games Festival judges and jurors |
| 7:30 AM • | Ingrid Lunden / Resilience Media: German defense tech giant Helsing launches Clarity, an intelligence platform using military-customized AI agents to rival Palantir's Maven and Anduril's Lattice |
| 7:21 AM • | Bloomberg: Sources: co-founder Zhang Yiming says ByteDance plans to launch a Muse-like AI assistant in the coming weeks and rival Anthropic and OpenAI by 2029 or 2030 |
| 7:05 AM • | Karen Weise / New York Times: As Anthropic prepares to IPO, Amazon and Google collectively own 25%+; Amazon's $18B investment could reach $250B+ in value and Google's $33B could hit $140B |
| 6:50 AM • | Wall Street Journal: SoftBank takes a $3.7B earnings hit, due largely to canceled reservations on power generation equipment; sources: it had reserved 13GW+ of turbines to power AI |
| 6:45 AM • | Andrew Silver / Reuters: After China's anti-corruption crackdown on hospital visits and pharma reps, drugmakers turn to AI assistants from Alibaba, JD, and others to reach physicians |
| 6:35 AM • | Alexander Gladstone / Wall Street Journal: Filing: Alphabet agrees to additional privacy protections to salvage its $10M acquisition of bankrupt Spirit Airlines' data, resolving objections from unions |
| 6:25 AM • | Gian Volpicelli / Bloomberg: The EU introduces the Digital Fairness Act, which aims to curb addictive design features on social media platforms and manipulative “dark patterns” |
| 6:20 AM • | Desmond Shum: Rather than being a spy, Alice Huang is likely primarily a commercial fixer or “white glove” for businesses, leveraging a career in China's capital markets |
| 6:10 AM • | Jessica Elgot / The Guardian: Sources: the UK's proposed under-16 social media ban is expanding to target recommender systems and user content, including YouTube Kids, Lego Play, and Spotify |
| 6:01 AM • | Reuters: Analysis: AI-driven e-commerce adoption has surged during China's month-long Singles Day festival; Syntun: event sales rose 2.4% from October 7 to October 31 |
| 5:50 AM • | Elizabeth Chamberlain / iFixit News: MacBook Pro with PROLED XDR teardown: 5/10 repairability, a point above the M5 MBP, and Touch ID works with a new logic board; the backlit logo uses four LEDs |
| 5:38 AM • | Richard Adams / The Guardian: England's university regulator says AI makes grading coursework “close to impossible” and recommends a return to “AI-free assessment” methods like written exams |
| 2:50 AM • | Jaron Lanier / New York Times: VR pioneer Jaron Lanier says Silicon Valley is sabotaging itself by poorly pitching AI and callously treating areas for building data centers as sacrifice zones |
| 2:40 AM • | Vlad Savov / Bloomberg: Nintendo sold 5.2M copies of its The Legend of Zelda: Ocarina of Time remake in just four days, giving the Switch 2 the blockbuster hit it had been waiting for |
| 2:10 AM • | Owen Walker / Financial Times: The Nvidia spy scandal exposes the network of intermediaries operating through Singapore to help Chinese tech companies gain access to advanced US chips for AI |
| 1:40 AM • | Takashi Mochizuki / Bloomberg: Sources: Rapidus has yet to produce functioning SRAM, a critical step it needed to complete by summer 2026 to meet its March 2028 deadline for making 2nm chips |
| 1:20 AM • | New York Times: A profile of Alice Huang, an alleged Chinese spy who founded Megaspeed with her business partner Kang Wei, who sources say was often introduced as her husband |
| 1:15 AM • | Eduardo Baptista / Reuters: Records: China's Northwestern Polytechnical University, which has deep PLA ties, bought access to Nvidia's H200 AI chips despite being on a US export blacklist |
| 1:05 AM • | Dan Goodin / Ars Technica: Researchers find that Grok Build is leaking the data of over 35,000 apps via shareable links, including proprietary business info, some belonging to SpaceXSI |
| 12:40 AM • | Marcus Mendes / 9to5Mac: Apple says its Apple Support Community forum will permanently close on November 20 and as of November 10 the site is read-only and no longer accepting new posts |
| 12:05 AM • | Politico: Sources: Jensen Huang's affair has significantly raised the chances of Congress enacting chip export limits in 2026 via the National Defense Authorization Act |
| 11:45 PM • | April Roach / CNBC: Nvidia's stock closed down 5.47% on Tuesday, following a 4.27% drop on Monday, after Jensen Huang admitted to an affair with Alice Huang, an alleged Chinese spy |
| 11:15 PM • | Declan Harty / Politico: Source: the CFTC warned Kalshi of possible imminent charges over failure to notify the regulator of certain products; Kalshi says it is “addressing the issue” |
| 10:20 PM • | Heather Knight / New York Times: A US judge sentences tech consultant Nima Momeni to 16 years to life in prison for the second-degree murder of Cash App founder Bob Lee in April 2023 |
| 9:30 PM • | Jenny Lee / CNBC: Anthropic opens its Australian retail IPO, giving individual investors access to Class A shares ahead of the company's planned Nasdaq listing |
| 9:15 PM • | Bloomberg: How US-based game publishers are losing ground in the $121B mobile gaming market to Chinese rivals, which can make games quicker, cheaper, and more profitably |
| 8:10 PM • | Lenny Rachitsky / Lenny's Newsletter: An analysis of the tech job market in late 2026: product managers seem to be benefiting the most in the AI era, demand for engineers is plateauing, and more |
| 7:45 PM • | Financial Times: Sources: Anthropic's bankers are weighing plans to raise its IPO price after receiving heavy demand, which could increase the valuation target to $1.5T or more |
| 7:25 PM • | Jake Roach / Tom's Hardware: A deep dive into AMD's Zen 6 EPYC Venice: uses TSMC's N2P, the 9686F often beats Nvidia's Vera, a dual 9996 is up to 93% faster than a dual Zen 5 9965, and more |
| 7:00 PM • | Maria Armental / Wall Street Journal: NYC-based Daylight, which provides AI-powered managed security, raised an $80M Series B led by Goldman Sachs Alternatives, sources say at a ~$400M valuation |
| 6:40 PM • | Lawrence Abrams / BleepingComputer: Incident report: Railway says it believes the October hack targeted AI provider keys for resale and estimates unauthorized spend using the stolen keys at ~$740K |
| 6:20 PM • | Berber Jin / Wall Street Journal: Leaked docs: OpenAI's adjusted operating margin improved from -150% in Q2 to -109% in Q3; its estimated Q3 adjusted operating losses rose from $10.1B to $10.9B |
| 5:45 PM • | Ben Bergman / Business Insider: Coframe, which uses AI to make websites that test and personalize themselves for each visitor, raised a $25M Series A, bringing its total funding to $35M |
| 5:15 PM • | Jake Bleiberg / Bloomberg: Sources and records: 11+ NSA and US Cyber Command personnel died by suicide over the 12 months to September, prompting White House and congressional questions |
| 4:40 PM • | Jordan Novet / CNBC: CoreWeave reports Q3 revenue up 168% YoY to $3.66B, above $3.55B est., a $132.5B revenue backlog, and lifts its 2026 earnings guidance; CRWV jumps 24.71% |
| 4:35 PM • | Financial Times: Sources: the US Commerce Department delayed Entity List additions like Megaspeed for two months, despite at least four other US agencies pushing to include it |
| 4:22 PM • | The Information: Source: OpenAI has told investors on Tuesday that its Q3 revenue jumped nearly 50% to $10B, up from 17% growth in Q2 and up 2.6x from Q3 2025 |
| 3:55 PM • | Cory Weinberg / New York Times: S-1: Nvidia plans to invest ~$10B in Anthropic after its IPO, or ~10% of the total new cash Anthropic is expected to raise in November, including in its IPO |
| 3:25 PM • | Shubhangi Goel / Business Insider: Graphon, which wants to resolve AI agent memory limitations by mapping connections across docs, videos, and images, raised a $35M Series A led by RRE Ventures |
| 3:05 PM • | Bloomberg: Lawsuit filing: Point72's quant unit Cubist claims its fired lead research analyst used Claude and Codex to steal source code before leaving for a competitor |
| 3:02 PM • | Andrew Liszewski / The Verge: SpaceX announces Starlink Mini 2 with a swappable battery that it says can operate for over four hours without an external power source, reportedly for $999 |
| 2:55 PM • | Maria Clara Cobo / Bloomberg: São Paulo-based Clara, which sells corporate spend management tools in Latin America, raised $105M, as a $65M Series C and $40M in renewed growth financing |
| 2:50 PM • | New York Times: Sources: despite Trump's denial, he was told at least twice in seven months about Huang's affair with an alleged spy, including by Rubio en route to Beijing |
| 2:35 PM • | Sam Rutherford / Engadget: Google Fi debuts a “super network” feature for automatic carrier switching and Wi-Fi Auto-Connect+ to improve indoor connectivity in malls, airports, and more |
| 2:25 PM • | New York Times: Nvidia hires former acting US attorney Joon H. Kim and his law firm Wachtell Lipton to investigate Jensen Huang's affair with alleged Chinese spy Alice Huang |
| 2:16 PM • | Aaron Holmes / The Information: Updated S-1: Anthropic commits ~$10B more to Microsoft Azure and Google Cloud by 2033; it can cancel a $34.9B Lambda deal over a delay but doesn't yet plan to |
| 1:50 PM • | Bloomberg: Sources: Citigroup, Goldman Sachs, and others in a 21-bank consortium have committed ~$270M to fund five years of a stablecoin venture announced in September |
| 1:35 PM • | Kyle Baird / The Block: Alta, which is building blockchain infrastructure for banks and payment companies, raised a $47.5M Series A led by Index, bringing its total funding to $80M |
| 1:25 PM • | Jay Peters / The Verge: OpenAI launches Businesses in ChatGPT in beta, including Business Agents for companies to interact with users and a hub where companies can claim their profiles |
| 1:02 PM • | AI Futures Project: The AI Futures Project updates its timelines after METR's report on Anthropic R&D progress, saying it now expects a Superhuman AI Researcher to arrive in 2027 |
| 12:55 PM • | Mark Gurman / Bloomberg: Oura agrees to acquire AI and on-demand doctor tool Counsel Health for $625M, and says Q4 revenue grew 153% YoY to $533M and FY 2026 revenue grew 92% to ~$1.75B |
| 12:50 PM • | Financial Times: How Alice Huang built her career with romantic partner and Hexi Capital founder Kang Wei, who faced stock market probes; sources believe she is back in China |
| 12:35 PM • | Shirin Ghaffary / Bloomberg: Anthropic unveils office tools, including a video call assistant, a data dashboard, and spreadsheet service Claude Sheets, competing with Microsoft and Google |
| 12:20 PM • | Calder McHugh / Politico: New York Governor Kathy Hochul launches the US' first effort to independently test AI systems and train a new generation of AI safety experts via a new center |
| 12:10 PM • | CTech: Dreeze, launched by Zerto founders to help companies recover from cyberattacks by restoring entire cloud applications, emerges from stealth with a $33M seed |
| 12:02 PM • | Dylan Sloan / Bloomberg: Updated S-1: Anthropic's seven co-founders will sell $1.75B of stock in next week's IPO, each offering shares worth ~$250M at the midpoint of its IPO range |
| 11:55 AM • | Martin Peers / The Information: SoftBank wrote off $3.7B in non-refundable data center equipment advances after reviewing its data center plans in Q2 and spending $9.5B on advance payments |
| 11:25 AM • | Koray Kavukcuoglu / Google: Google rolls out Gemini 4 Carbon to paid API and AI Ultra users two weeks after releasing it to cyber defenders, and previews a swarm feature in Antigravity |
| 11:20 AM • | Reuters: AI training startup Mercor raised a $750M Series D from Benchmark, General Catalyst, Nvidia, and others at a $20B valuation, up from $10B in October 2025 |
| 11:16 AM • | Brody Ford / Bloomberg: IBM ends H-1B and green card sponsorships for most of the sponsored roles in IBM Consulting; source: workers can still work with IBM outside the US or leave IBM |
| 11:02 AM • | Financial Times: Sources: Goldman Sachs expects Anthropic to hit ~$52B revenue in 2026 and $600B+ by 2030, an operating profit in 2029, and be free cash flow positive from 2030 |
| 10:25 AM • | Mia Sato / The Verge: Reddit launches Reddit Reviews, a built-in hub using AI to turn subreddit comments into product pages with pros, cons, and sentiment, starting with 10K items |
| 9:55 AM • | Tom Warren / The Verge: Rockstar plans to make GTA VI available on Xbox Cloud Gaming at launch next week, likely restricting streaming to consoles, and confirms GTA VI runs at 30fps |
| 9:46 AM • | Reuters: TSMC plans to invest up to $500M in Anthropic at its IPO price and up to $500M in OpenAI to acquire preferred stock |
| 9:40 AM • | Maximilian Schreiner / The Decoder: Scale Labs and CAIS' Remote Labor Index: Fable 5.2 completes 41.3% of freelance projects at professional quality, above Opus 5.5's 21.3% and GPT-6 Astra's 20.8% |
| 9:35 AM • | Reece Rogers / Wired: Cyanogen's co-founder and two others debut Kora, a Linux desktop OS that integrates AI models at a system level, set for a 2027 launch on Snapdragon and x86 PCs |
| 9:25 AM • | Chris Metinko / Axios: Tel Aviv-based Bay, which helps companies find AI agents and set guardrails, emerges from stealth with a $37M Series A led by Battery Ventures and a $13M seed |
| 9:20 AM • | Samantha Kelly / Bloomberg: Path Robotics, which develops software for autonomous manufacturing robots, raised a $300M Series E at a $2.45B valuation, taking its total funding to ~$610M |
| 9:10 AM • | Jess Weatherbed / The Verge: At Adobe Max, Adobe unveils Creative Cloud and Firefly AI updates that aim to make designing and editing easier, including Premiere's new Generative Remove tool |
| 8:40 AM • | Kyle Kucharski / ZDNET: Amazon's Ring unveils the $249 Ring Drone Cam and the $999 Ring Rover Cam, both using its AI Pilot to navigate interior spaces, under new subbrand Ring Robotics |
| 8:15 AM • | Bloomberg: Filing: Alibaba says its chip design unit T-Head filed on September 11 for a Hong Kong listing after the SEHK cleared it; T-Head is set to remain a subsidiary |
| 7:25 AM • | Alexandra Alper / Reuters: Sources: Microsoft and other companies are lobbying the Trump administration to halt the FCC's plan to ban US imports of new Chinese optical transceiver models |
| 7:07 AM • | CNBC: Filing: Anthropic's IPO could give it an up to $1.405T valuation on a fully diluted basis, up from the $965B valuation during its $65B Series H announced in May |
| 6:55 AM • | Lily Hay Newman / Wired: Google DeepMind researchers used agentic AI framework AlphaProof Code to verify the Signal protocol's cryptographic guarantees, in a four-week proof-of-concept |
| 6:45 AM • | The Information: Sources: Jensen Huang and Alice Huang's relationship dates back to at least 2023, facilitating $7.5B+ in Nvidia chip shipments via Chinese companies since then |
| 6:40 AM • | Anthropic: Anthropic launches its IPO roadshow, saying the company and shareholders plan to sell 825M Class A shares at $70 to $78 each, listing on the Nasdaq under ANT |
| 6:35 AM • | Kieran Smith / Financial Times: BT CEO Allison Kirkby says a Starlink deal is “ready to launch” but BT is “cautious on how Starlink might be viewed” after Elon Musk cut Starshield to Ukraine |
| 6:20 AM • | Echo Wang / Reuters: IPO prospectus: Anthropic and its investors are set to raise up to $64.4B, and it will also raise $26B via cornerstone investors like Google, AMD, and Nvidia |
| 6:10 AM • | Ethan Mollick / One Useful Thing: Anthropic's Fable 5.2 represents “Jagged AGI”, which matches human experts on most computer tasks like game design but lacks self-directed judgment and taste |
| 5:55 AM • | New York Times: Sources: Nvidia internally discussed a succession plan over the years for Jensen Huang, who resisted; many of the 10 board members have a long history with him |
| 5:40 AM • | Financial Times: Sources: Nvidia board member and ex-Cooley CEO Stephen C Neal will probably lead the probe; Nvidia's corporate docs make no reference to “succession planning” |
| 4:15 AM • | Reuters: China's trade surplus hit $1.04T in the first 10 months of 2026, topping $1T for a second year in a row, as AI-driven tech exports offset weak domestic demand |
| 3:50 AM • | Carl Franzen / VentureBeat: Meituan releases the weights for LongCat-2.5, a 1.6T-parameter MoE model for long-horizon agentic tasks, under the MIT license, after unveiling it on November 2 |
| 2:25 AM • | Jenny Lee / CNBC: SoftBank reports a Q2 net loss of ~$7B, down from a ~$15.8B profit in Q2 2025, and ~$14B revenue, above ~$12.8B est., as the tech selloff weighs on its results |
| 1:45 AM • | Ryan Lawler / Axios: GeniosAI, which develops AI software for financial analysis and modeling, raised $19.1M across a seed and a Series A from FactSet, Zoom, and General Catalyst |
| 1:30 AM • | Andy Lin / Bloomberg: Filings: Moonshot signed a deal in August to rent 32 China-based Super Micro servers with Nvidia B300, the most powerful AI chip, possibly in breach of US rules |
| 12:40 AM • | Reuters: The White House picks Palantir CISO Michael LoSapio to lead the DHS' Cybersecurity and Infrastructure Security Agency, replacing Acting Director Nick Andersen |
| 11:40 PM • | James Mayger / Bloomberg: Australia is drafting legislation for an AI safety regulator that can impose “significant penalties” after an OpenAI model hacked a government site in September |
| 11:25 PM • | Mackenzie Hawkins / Bloomberg: Analysis: Nvidia's 2025 figures to the US government undercounted chips sold to Megaspeed via partners by 50,000; Nvidia did not give Bloomberg an exact figure |
| 11:10 PM • | Kanishka Singh / Reuters: The US DOJ sues Lyft for allegedly discriminating against riders with disabilities, seeking $53M in compensation; Lyft disputes the allegations |
| 11:00 PM • | Associated Press: California voters reject Proposition 40, which would have imposed a one-time 5% tax on residents with a net worth above $1B to mostly help fund health care |
| 10:00 PM • | Elias Schisgall / Wall Street Journal: Trump Media reports $409.7M in Q3 profit fueled by digital asset gains, vs. a $54.8M loss in Q3 2025, and $3M in sales, $1.8M from subscriptions like Truth API |
| 8:41 PM • | Echo Wang / Reuters: Emails: Anthropic sent bankers a copy of its IPO filing showing plans to raise up to $69.3B, then followed up saying that the pricing details were inaccurate |
| 7:05 PM • | Jason Schreier / Bloomberg: Take-Two reiterates its FY 2027 outlook and reports Q2 total net bookings down 18% YoY to $1.6B, below $1.65B est.; NBA 2K27 missed sales forecast due to GTA VI |
| 6:35 PM • | Sarah Perez / TechCrunch: Short seller Culper Research's May 13 report, which flagged Jensen Huang's relationship with Alice Huang as “uncomfortably close”, resurfaces on social media |
| 6:05 PM • | Ryan Christoffel / 9to5Mac: Apple begins offering additional AI access via one-time $50 “intelligence usage packs” for when users hit monthly limits, starting in its Creator Studio apps |
| 5:40 PM • | Associated Press: Trump says the FBI is “looking into” Jensen Huang's affair, and the Nvidia CEO told him that he “had absolutely no idea that the person in question was a spy” |
| 5:00 PM • | Semafor: Jensen Huang's spy affair shines a spotlight on Nvidia's thin corporate governance and opaque succession planning at the world's most important company |
| 4:15 PM • | Anna Tong / Forbes: AI infrastructure provider Fireworks says hackers accessed some of its customers' datasets, incomplete model weights, and billing information in late October |
| 4:00 PM • | Bloomberg: Public hearing notice: SpaceX plans to build a gas-fired power plant and super-compute facility in Starbase, Texas, with ~$24B of investment for the first phase |
| 3:00 PM • | Frederic Lardinois / The New Stack: Anthropic prices Fable 5.2 and Mythos 5.2 at $8/1M input and $40/1M output tokens, down 20% from 5.1; fast mode costs $16/1M input and $80/1M output tokens |
| 2:15 PM • | Jay Peters / The Verge: Anthropic says during testing Mythos 5.2 and Fable 5.2 formalized the proof of Fermat's Last Theorem in 30 hours and solved two open black hole physics problems |
| 2:02 PM • | Anthropic: Anthropic releases Mythos 5.2 and Fable 5.2, saying they are “best for the most ambitious, open-ended technical work”, with outputs up to 30% faster than 5.1 |
| 1:50 PM • | Jennifer Hiller / Wall Street Journal: Mavria, which aims to build modular data centers that can be shipped by trucks, raised $130M across pre-seed and seed rounds at a $1B valuation led by Paradigm |
| 1:35 PM • | Emily Nicolle / Bloomberg: Elliptic: the hackers behind the $6.3B Binance heist created at least six memecoins on the NEAR blockchain within days to launder ~$430,000 of the stolen funds |
| 1:15 PM • | Russell Brandom / TechCrunch: Meta releases Muse Ember, its smallest and most cost-efficient AI model yet, saying it delivers more intelligence per dollar than Claude Haiku 5.5 or GPT-6 Luna |
| 12:15 PM • | Andrew J. Hawkins / The Verge: Uber launches Uber Parking, an in-app parking reservation tool powered by its SpotHero acquisition, in 15 US cities, including Chicago, NYC, and San Francisco |
| 12:05 PM • | Reuters: French officials say Iran's Revolutionary Guards were behind the cyberattacks that knocked out commercial refrigerators and freezers across France in October |
| 11:20 AM • | New York Times: Sources: a US Commerce Department investigation into Megaspeed for allegedly smuggling Nvidia chips to China was transferred to the DOJ after Nvidia intervened |
| 11:10 AM • | Stevie Bonifield / The Verge: In a 60 Minutes interview, Trump says the DOJ threatened a top exec at “one of the big” AI companies over “bad” activities and this “person totally changed” |
| 11:01 AM • | Patrick Jenkins / Financial Times: An interview with ex-Shein Executive Chair Donald Tang who insists it was his decision to step down ahead of the troubled IPO, Shein's valuation rout, and more |
| 10:50 AM • | Jess Weatherbed / The Verge: Disney and Adobe sign a multiyear deal to build proprietary “artist-led” generative AI models with Adobe Firefly Foundry to support Disney's production pipeline |
| 10:40 AM • | Bloomberg: Draft law: the EU's Digital Fairness Act would require companies to let adults disable addictive features and will target AI systems that simulate relationships |
| 10:15 AM • | David Pierce / The Verge: Medium launches TK, an AI-powered, minimalist note-taking, journaling, and private social networking app with daily prompts, its first major launch since 2017 |
| 9:50 AM • | Lauren Goode / Wired: Sources: Jensen Huang hired crisis communications firm Heller as early as October 2025; an NYT report in October 2025 on his Megaspeed ties caused tensions |
| 9:30 AM • | Assaf Gilead / Globes: Spines, which uses AI agents to edit and proofread amateur authors' books, design their covers, and handle their layout, raised $29M in equity and $35M in debt |
| 9:01 AM • | Financial Times: Sources: Alice Huang and her partner pitched a Southeast Asia data center project to China-based investors in 2025, saying they had “no problem securing GPUs” |
| 8:25 AM • | Paayal Zaveri / Bloomberg: Nominal, which builds software to make hardware manufacturing more efficient, raised $240M at a $3B valuation, up from $1B after an $80M Series B in March |
| 7:50 AM • | Dina Bass / Bloomberg: Google unveils two specialized TPUs launching in 2027: the 8tx, to be paired with an AMD CPU, and the 8i Max, a dual-chip package for long-context window tasks |
| 7:35 AM • | Bill Bishop / @niubi: Jensen Huang's affair raises questions about Alice Huang's access to his devices and Trump conversations, and represents “another successful op” for China's MSS |
| 7:25 AM • | Mark R. Long / Wall Street Journal: Alphabet's Wing plans to invest up to $125M over two years to build a 15,000-square-foot facility in Fort Worth, Texas, to produce tens of thousands of drones |
| 7:15 AM • | Jess Weatherbed / The Verge: Meta expands its AI age estimation tech globally to apply Instagram's Teen Account protections for millions of users from 13 to 17 who misrepresented their age |
| 7:05 AM • | Mark Anderson / Bloomberg: A profile of Alice Huang, a suspected Chinese spy who founded Megaspeed in 2023 and spent years in Jensen Huang's orbit; Megaspeed's Nvidia imports top $4.6B |
| 6:50 AM • | Miriam Waldvogel / Washington Post: US voters in Harwood, North Dakota rejected a ballot measure that opposed Applied Digital's $3B data center, set to open in 2027, bucking a nationwide backlash |
| 6:40 AM • | Olga Kharif / Bloomberg: The US OCC fully approves Coinbase to become a chartered trust bank; sources say it could expand Coinbase's stablecoin business by letting it issue stablecoins |
| 6:25 AM • | Jowi Morales / Tom's Hardware: Amsterdam police arrested between 150 and 200 protesters for trespassing and violence at a Microsoft data center construction site owned by Pure Data Centers |
| 6:10 AM • | Reuters: Internal EU assessment: Russia's “Operation Overload” opportunistically exploited recent French riots by spreading fabricated videos impersonating Western media |
| 6:00 AM • | New York Times: Jensen Huang maintains deep control over Nvidia, managing 60+ direct reports and owning a 3.56% stake, presenting a challenge for Nvidia's 10-person board |
| 5:50 AM • | Yoolim Lee / Bloomberg: Nvidia Senior Director Madison Huang, daughter of Jensen, cancels a high-profile Seoul appearance citing a “family matter”, throwing the event into disarray |
| 5:40 AM • | Demetri Sevastopulo / Financial Times: Nvidia drops 4.3% after its board opens an investigation into Jensen Huang; the company originally dismissed the interactions as “nothing unusual or unexpected” |
| 5:00 AM • | Financial Times: Analysts warn Russia's Rassvet broadband satellite network could come online as early as 2027 after its troubled development, enabling more deadly drone strikes |
| 4:50 AM • | Adeel Hassan / New York Times: US federal prosecutors say businesses have lost $129M+ to scam calls that used AI-generated voices to mimic company executives in the 18 months since July 2024 |
| 4:35 AM • | Laura Dubois / Financial Times: The EU sues IBM, French IT group Atos, and Italian contractor Leonardo over delays building its smart border system, whose rollout caused travel chaos |
| 4:20 AM • | Bloomberg: Chinese media denies Beijing's link to Jensen Huang's affair, accuses the US media of a fabricated spy narrative, and warns the issue may hurt trade relations |
| 4:00 AM • | Pilita Clark / Financial Times: As companies replace human workers with AI agents, determining managers' grade and pay is becoming harder since both often depend on how many people they manage |
| 3:46 AM • | Globe and Mail: Toronto-based Ada and SF-based Dialpad, both makers of AI customer service software, agree to merge, sources say in an all-share deal valuing Ada at ~$430M |
| 12:15 AM • | CBS News: When talking about AI safety, President Trump says “I don't mind guardrails. But I don't wanna put us in a deep second position”, and “China has no guardrails” |
| 12:10 AM • | Wall Street Journal: Sources and filings: how Jensen Huang hired his children and other family members, making Nvidia a family business to a degree that is unique in Silicon Valley |
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