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Roblox reports Q3 bookings down 12% YoY to $1.7B, vs. $1.63B est., and DAUs down 9% to 138M, vs. 145.8M est.; RBLX drops 16%+ after hours (Cecilia D'Anastasio/Bloomberg)

Roblox reports Q3 bookings down 12% YoY to $1.7B, ...

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Sources: Instagram is offering select creators $50K to $500K to cross-post their long-form YouTube content to its new "Features" product (Business Insider)

Sources: Instagram is offering select creators $50...

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Amazon reports Q3 AWS revenue up 39% YoY to $45.98B, above $45.29B est., and AWS operating income up 55% to $17.77B, above $16.97B est. (Jordan Novet/CNBC)

Amazon reports Q3 AWS revenue up 39% YoY to $45.98...

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Amazon reports Q3 AWS revenue up 39% YoY to $45.98B, above $45.29B est., and AWS operating income up 55% to $17.77B, above $16.97B est. (Jordan Novet/CNBC)

Amazon reports Q3 AWS revenue up 39% YoY to $45.98...

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Sources: Google, Meta, and other tech companies are resisting broad ICE user data demands as they face potential Democratic-led congressional investigations (Wall Street Journal)

Sources: Google, Meta, and other tech companies ar...

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Symbotic says Walmart has committed an additional $6B over several years to deploy Symbotic's supply-chain automation technology across its distribution network (Sanskriti Shekhar/Reuters)

Symbotic says Walmart has committed an additional ...

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Reddit reports Q3 revenue up 53% YoY to $895M, vs. $878M est., DAUq up 12% to 130.3M, below est., forecasts Q4 revenue below est.; RDDT drops 9%+ after hours (Jonathan Vanian/CNBC)

Reddit reports Q3 revenue up 53% YoY to $895M, vs....

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Amazon spent $77B+ on property and equipment in Q3, leading to a free cash outflow of $42.4B; Amazon said in July that it would likely spend $220B in 2026 capex (Matt Day/Bloomberg)

Amazon spent $77B+ on property and equipment in Q3...

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Intel reports Q3 revenue up 21% YoY to $16.5B, vs. $16.5B est., and forecasts Q4 revenue and adjusted EPS below estimates; INTC drops 16%+ after hours (Katie Tarasov/CNBC)

Intel reports Q3 revenue up 21% YoY to $16.5B, vs....

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Reddit plans to require users to log in to fully access the site in response to AI scraping and will test it in select markets outside the US this quarter (Sara Fischer/Axios)

Reddit plans to require users to log in to fully a...

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Amazon reports Q3 ad revenue up 11% YoY to $19.64B, vs. $20.82B est., and subscription services revenue up 11% YoY to $14B (Annie Palmer/CNBC)

Amazon reports Q3 ad revenue up 11% YoY to $19.64B...

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Amazon reports Q3 revenue up 12% YoY to $201.9B, net income down 2% to $20.7B, and operating income up 61% to $28.1B; AMZN drops 8%+ after hours (Amazon)

Amazon reports Q3 revenue up 12% YoY to $201.9B, n...

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Source: Anthropic is "Customer B" cited by SpaceX in a filing as its single largest customer accounting for 34.5% of Q3 revenue, surpassing the US government (Bloomberg)

Source: Anthropic is "Customer B" cited by SpaceX ...

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Sources: an Accenture staffer's Claude agent ran on a DOD network for two months and appears to have sent info to a third-party site before it was identified (Vittoria Elliott/Wired)

Sources: an Accenture staffer's Claude agent ran o...

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Utah files 14 criminal charges against Kalshi and its co-founders Tarek Mansour and Luana Lopes Lara for allegedly breaking Utah's gambling laws (Andy Larsen/Salt Lake Tribune)

Utah files 14 criminal charges against Kalshi and ...

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OpenAI updates Model Spec to reorganize it around five values: faithfulness to human intent, harm minimization, honesty and transparency, human agency, and care (OpenAI)

OpenAI updates Model Spec to reorganize it around ...

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SuperMe, which generates AI-powered chats with simulated profiles of prominent industry experts to let users ask questions, raised $20M (Ivan Mehta/TechCrunch)

SuperMe, which generates AI-powered chats with sim...

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Source: Dulo, a startup co-founded by Google veteran Sebastian Thrun to build "foundation models for hardware design", raised a $130M seed (Rocket Drew/The Information)

Source: Dulo, a startup co-founded by Google veter...

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