The Wall Street Journal

Stock Market Today: Dow Opens Lower; Apple Stock Falls After Earnings Disappoint - WSJ

AMD (AMD) reported its third quarter results after the bell on Tuesday, beating expectations on the top and bottom lines, as the company's data center revenue grew 97%.
AMD stock climbed more than 7… [+2332 chars]

AMD reported its third quarter earnings after the bell Tuesday.

Yahoo Entertainment

AMD stock rises after Q3 earnings beat, as data center revenue climbs 97% - Yahoo Finance

SAN JOSE, Calif.--(BUSINESS WIRE)-- Super Micro Computer, Inc. (NASDAQ: SMCI) (Supermicro or the Company), an AI, Enterprise, Storage, and 5G/Edge IT Total Solution Provider, featuring Data Center Bu… [+36267 chars]

Super Micro Computer, Inc. (NASDAQ: SMCI) (“Supermicro” or the “Company”), an AI, Enterprise, Storage, and 5G/Edge IT Total Solution Provider, featuring Data Center Building Block Solutions® (DCBBS), today announced unaudited financial results for its first q…

Supermicro.com

Supermicro Announces First Quarter of Fiscal Year 2027 Financial Results - Supermicro

Palantir delivered such a huge third-quarter earnings report on Monday that its press release even bragged that the numbers were “crushing consensus expectations.”
Yet, retail investors were lukewar… [+3294 chars]

Palantir's U.S. commercial revenue surpassed U.S. government revenue for the first time ever.

TechCrunch

Hiding inside Palantir’s skyrocketing quarter is a foreboding signal - TechCrunch

Welcome to the era of the $70 bag fee.
JetBlue Airways has raised the price of checking a bag for many customers for the third time in less than a year as high fuel costs continue to eat into the in… [+1362 chars]

JetBlue raised baggage fees for the third time in a year as fuel costs continued to climb.

CNBC

JetBlue raises bag fees for third time in a year as fuel costs bite - CNBC

Americans had wagered nearly $1.9 billion on the midterm elections as of late Monday, risking money on over 7,000 different outcomes ranging from what a candidate will say in a specific campaign spee… [+85 chars]

Prediction markets are exploding in popularity, with more trades placed on the midterms this year than in any other election cycle.

The Washington Post

Nearly $1.9 billion traded on midterms in booming prediction markets - The Washington Post

Voters across America are casting their ballots in the midterm elections on Tuesday, which will determine control of Congress and could add to investors' concerns about oversight of the artificial in… [+3785 chars]

Democrats winning Congress could mean tougher AI oversight and market volatility, while a Republican sweep may ease concerns over tech investigations.

Fox Business

What the midterm elections could mean for markets, debt - Fox Business

Google Curbs AI in School Accounts After Pushback - WSJ

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ChatGPT processes one-fifth the volume of search queries as Google, per OpenAI.
ChatGPT processes one-fifth the volume of search queries as Google, per OpenAI.… [+3731 chars]

ChatGPT processes one-fifth the volume of search queries as Google, per OpenAI.

The Verge

OpenAI says ChatGPT is catching up to Google in search - The Verge

Then $75 per month. Complete digital access to quality FT journalism on any device. Cancel anytime during your trial.

Ex-partners are attempting to learn if their equity in firm will be worth anything

Financial Times

Former Weil partners lawyer up over firm’s wind-down - Financial Times

US stocks rose as Americans headed to the polls on Election Day, with control of both chambers of Congress at stake and investors assessing potential risks to the artificial intelligence trade. 
The… [+380 chars]

US stocks rose as Americans headed to the polls on Election Day, with control of both chambers of Congress at stake and investors assessing potential risks to the artificial intelligence trade.

Bloomberg

US Stocks Waver as Election, AI Bubble Risks Weigh on Outlook - Bloomberg.com

Theres a lot of mystery around the finances of major AI labs, and as Anthropic inches towards it IPO, were starting to get some answers. In particular, the company is finally disclosing more about th… [+3884 chars]

At a moment when Anthropic's compute margins should be getting better, they’re getting worse.

Anthropic is still grappling with the economics of compute - TechCrunch

Outback Steakhouse parent company Bloomin' Brands is moving to acquire 61 restaurants operated by a major franchisee that filed for Chapter 11 bankruptcy protection.
Out West Restaurant Group, which… [+2095 chars]

Outback Steakhouse parent Bloomin' Brands seeks to acquire 61 restaurants from bankrupt franchisee Out West in a $26.3 million deal subject to court approval.

Outback Steakhouse franchisee files for bankruptcy - Fox Business

Disney is planning to cut several thousand jobs, people familiar with the matter told CNBC. 
Some managers at the entertainment giant have been asked to reduce costs by up to 20%, according to the p… [+1788 chars]

Disney expects to lay off several thousand employees in the latest round of job cuts for the entertainment giant.

Disney plans several thousand layoffs, asks some managers to cut costs by up to 20% - CNBC

Africa has officially established the…
Off-grid solar is now the…
By Julianne Geiger - Nov 03, 2026, 9:35 AM CSTBrent crude plunged more than $6 per barrel Tuesday morning, falling from $107.24 to … [+2333 chars]

Brent fell more than $6 to $100.80 Tuesday on conflicting reports about U.S.-Iran talks, then recovered to about $103 as officials denied a breakthrough.

OilPrice.com

Brent Flash Crashes $6 Before Rebounding Towards $104 - Crude Oil Prices Today | OilPrice.com

Job openings and hiring changed little in September, the Labor Department's monthly Job Openings and Labor Turnover Survey showed, as the "low hire, low fire" labor market continued.  
There were 7.… [+875 chars]

Job openings and hiring showed slight signs of improvement in September, though the job market remains sluggish.

Job openings and hiring edged higher in September, but it's still a 'low hire, low fire' market - Yahoo Finance

Hey everyone,
Seventeen days in October told us a lot about the next phase of the AI buildout, and its not insignificant.
On October 14, CoreWeave fell 15% in a single day as its bonds started trad… [+25282 chars]

The AI buildout has hit a new bottleneck, and it sits underneath all the others. For three years, the constraints were physical: GPUs, CoWoS, HBM, power, turbines. Now the constraint is capital.