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Google's search revenue rose 12% YoY to $63.25B in Q3 2026, down from 14.5% in Q3 2025, with Google attributing the slowdown to "lower monetization" in AI Mode (Simon Sharwood/The Register)

Google's search revenue rose 12% YoY to $63.25B in...

1 week ago 10 Add to circle

DoorDash moves its Q3 earnings release from November 4 to before the market opens on October 29, amid reports of an imminent ~$17B deal to acquire Instacart (Ville Heiskanen/Bloomberg)

DoorDash moves its Q3 earnings release from Novemb...

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Fragment, which uses AI to resolve purchasing and payment issues across manufacturing datasets, emerges from stealth with $56M from 8VC and others (Chris Metinko/Axios)

Fragment, which uses AI to resolve purchasing and ...

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How surging demand from AI hyperscalers has quintupled flash memory prices and shifted market and negotiating power from Apple to suppliers like Kioxia (Rolfe Winkler/Wall Street Journal)

How surging demand from AI hyperscalers has quintu...

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Samsung reports Q3 revenue up 127% YoY to a record ~$146.3B and a record operating profit up 783% to ~$80.5B, both roughly in line with estimates (Jenny Lee/CNBC)

Samsung reports Q3 revenue up 127% YoY to a record...

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Google is rolling out Gemini 4 Carbon to selected cybersecurity defenders through Fairwind at $2/1M input and $10/1M output tokens, rising to $4 and $20 later (Carl Franzen/VentureBeat)

Google is rolling out Gemini 4 Carbon to selected ...

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The personal data of 41,000+ DHS employees and contractors, including CBP and ICE agents, leaks online after hackers claim they breached DHS' Okta login system (Wired)

The personal data of 41,000+ DHS employees and con...

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Microsoft reports Q1 Xbox hardware revenue down 14% YoY, Xbox content and services revenue down 2%, and Windows OEM and Devices revenue down 22% (Tom Warren/The Verge)

Microsoft reports Q1 Xbox hardware revenue down 14...

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Zillow agrees to pay $212.5M to settle an investor class action over its failed Zillow Offers home-flipping venture, after SCOTUS refused to hear its appeal (Jonathan Stempel/Reuters)

Zillow agrees to pay $212.5M to settle an investor...

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Sources: AI coding startup Cognition weighs a new funding round before year's end after receiving offers valuing it at $70B-$80B, up from $48B in September (Katie Roof/Business Insider)

Sources: AI coding startup Cognition weighs a new ...

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Seoul-based AI chip startup FuriosaAI raised a $620M Series D at a $2.9B valuation, up from $735M in 2025; South Korea's National Growth Fund contributed $280M (Yoolim Lee/Bloomberg)

Seoul-based AI chip startup FuriosaAI raised a $62...

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Sources: the US DOJ has inquired about the impact of Nvidia's Hugging Face deal on AI competition, as antitrust enforcers continue to probe Nvidia's conduct (Reuters)

Sources: the US DOJ has inquired about the impact ...

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Alphabet reports Q3 negative free cash flow of $9.07B, worse than expected, capex of $51.36B, vs. $55.09B est., and keeps its FY capex forecast at $195B-$205B (Samantha Subin/CNBC)

Alphabet reports Q3 negative free cash flow of $9....

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Sources: Marvell is in advanced talks to buy data center optics maker Lumentum, whose market value is ~$83B; the deal could be announced as soon as next week (Bloomberg)

Sources: Marvell is in advanced talks to buy data ...

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eBay reports Q3 revenue up 14% YoY to $3.21B, above $3.12B est., and GMV up 15% to $23.17B, above $22.32B est.; EBAY jumps 4%+ after hours (Kelly Cloonan/Wall Street Journal)

eBay reports Q3 revenue up 14% YoY to $3.21B, abov...

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Filing: Microsoft recorded $10B in revenue from OpenAI in Q1, nearly 11% of its total quarterly revenue, and has $7.2B in outstanding receivables from OpenAI (Rebecca Bellan/TechCrunch)

Filing: Microsoft recorded $10B in revenue from Op...

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ServiceNow reports Q3 subscription revenue up 21% YoY to $3.99B, forecasts Q4 current remaining performance obligations below est.; NOW drops 15%+ after hours (Brody Ford/Bloomberg)

ServiceNow reports Q3 subscription revenue up 21% ...

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Microsoft reports Q1 capex of $45.2B, up from $34.9B a year earlier and below its own $50B projection, and free cash flow of $18.6B, vs. $8.54B est. by analysts (Deborah Sophia/Reuters)

Microsoft reports Q1 capex of $45.2B, up from $34....

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