Jay Goldberg

AMD beat Wall Street estimates in the third quarter with revenue of $13.38 billion, up 45% year over year, as its data center segment nearly doubled and now represents 64% of total revenue. CEO Lisa Su projected server revenue would double again in 2027.

6 HR AGO

CrowdStrike launched an AI kill switch on Tuesday that lets security teams stop misbehaving internal agents, cut off their network access, and block them from relaunching — without deleting their underlying code.

18 HR AGO

Apple CEO John Ternus warned that memory costs will continue rising beyond the December quarter, after the company issued a gross margin forecast of 45%–46% that missed Wall Street's 46.3% estimate, sending shares down nearly 4% in premarket trading.

YESTERDAY

Brookfield and Drax Group have agreed to jointly develop an AI data center exceeding one gigawatt at a North Yorkshire power station, with total investment potentially surpassing £20 billion ($26.8 billion), even as senior finance executives warn of mounting debt risks tied to the global AI infrastructure buildout.

YESTERDAY

The Supreme Court on Monday denied the Justice Department's emergency request to stop California from counting mail-in ballots from roughly 20,000 voters the government says may not be U.S. citizens, one day before the November 3 midterm elections.

2 DAYS AGO

JPMorgan Chase, Amazon, and several major retailers are blocking third-party AI personal agents like Meta's Muse, citing security risks — but analysts at Accenture warn that resisting the shift may prove difficult as consumer demand grows and competitors like Walmart open their platforms.

3 DAYS AGO

Meta's ad revenue grew 26% in the third quarter while Google's search division posted just 12% growth, the widest gap in Meta's favor since 2021, as AI chatbots erode search habits and Meta's AI targeting tools drive advertiser returns.

3 DAYS AGO

Santander, Novartis, Standard Chartered, Meta, and Alphabet are among the companies reporting measurable AI-driven financial gains in the third quarter, as corporate AI spending surpassed $581.7 billion in 2025 and public opposition to data center expansion grows ahead of U.S. midterm elections.

3 DAYS AGO

The Department of Justice filed an amended complaint in Anchorage federal court Thursday, escalating its lawsuit over Alaska's Senate race amid allegations that Democrat Mary Peltola's campaign recruited a retired schoolteacher named Dan J. Sullivan to confuse voters.

5 DAYS AGO

Aon CEO Greg Case warned that clustering billions of dollars of equipment in a small number of AI data center locations could make projects difficult to insure and cut off access to debt financing, as the company reported record demand for specialized coverage in its third-quarter earnings.

6 DAYS AGO

U.S. employee engagement dropped to 29% in Q3 2026, its lowest level since 2011, according to Gallup, with remote and hybrid workers at AI-integrated organizations driving the steepest declines.

6 DAYS AGO

Apple unveiled the first touchscreen MacBook Pro on Wednesday, reversing a decades-long design stance. The 14-inch model starts at $2,899 and goes on sale November 6, as the company bets software and developer support will make the feature stick.

7 DAYS AGO

U.K. Chancellor John Healey unveiled his first Autumn Budget on Wednesday, pairing £2.6 billion in household energy relief with new AI investment, £10 billion for Ukraine, and a higher bank surcharge to fund the package.

7 DAYS AGO

Nvidia will invest $3 billion and AMD $1 billion in Meta's $95 billion AI infrastructure equity raise, with both chipmakers also deepening technical partnerships around Meta's Muse AI agent and next-generation hardware deployments.

8 DAYS AGO

The University of Copenhagen confirmed hackers accessed a test environment containing personal data for 525,000 people, including national identity numbers, with an additional 20,000 staff and student PIN codes also exposed.

9 DAYS AGO

Fifty-nine percent of U.S. employees say they are not fully prepared to spot modern payment scams, and only 23 percent say their company uses dedicated fraud-monitoring tools, according to research commissioned by payment-verification firm Eftsure.

9 DAYS AGO

Former Citadel Securities quant Jasper Zhang is building Hyperbolic, a GPU spot marketplace and the foundation for physically settled GPU futures, as cash-settled alternatives from CME Group and ICE await CFTC review.

9 DAYS AGO

Capcom confirmed unauthorized access to its CAPCOM ID platform exposed data from more than 11.7 million customer accounts, including email addresses, login metadata, and for a small subset, additional personal details.

13 DAYS AGO