Nvidia reportedly told cloud clients to cap Chinese customers at 49% of services, per the FT, as Huawei's Ascend chips gain ground in China.

Apple's Q4 2026 earnings show CEO John Ternus guiding margins lower as memory chip costs, up 350% per IDC, push iPhone prices up $100.

Meituan's LongCat-2.5 coding AI jumped to 88.4 on Terminal-Bench but ships API-only for now, trailing Qwen4 Coder and DeepSeek on open weights.

Tower Semiconductor posted record Q3 2026 revenue of $526 million and record Q4 guidance of $600 million as CEO Russell ...

Steam's mandatory AI disclosure data shows flagged games rose from 10.9% in 2024 to 30.8% in 2026, per researcher Sulka ...

Amazon canceled Nvidia GPU orders from Tim Sweeney and AI educator Nick Saraev, closing Saraev's account, amid wider AI ...

Synopsys will cut 2,000 jobs, about 10% of staff, after its $35B Ansys deal and a 22% China revenue drop tied to U.S. chip ...

Paul Roth, a former AT&T and Cingular executive, now runs the venture as interim CEO while SpaceX's $17 billion EchoStar ...

Micron's $133B fiscal 2026 revenue and sold-out HBM supply contrast with Oracle's rising credit default swaps amid AI ...

Square auto-enabled Bitcoin payments for 4 million US merchants by Nov. 10, 2026, waiving fees through 2026 as Block cuts 40% ...

B. Riley downgraded Rigetti Computing to Neutral on Nov 3, citing shutdown-driven delays to federal contracts ahead of its ...

Israeli startup 42AI exits stealth with $62.5M and a behavioral world model it says predicts human decisions, already used by ...