AI Stock Wire

Tuesday 3 November

AMD shares rise after hours as Q4 revenue outlook of $17bn tops forecasts on AI ramp

AI-generated summary Advanced Micro Devices launched its fourth-quarter revenue outlook of $17bn alongside stronger-than-expected third-quarter financial results. Advanced Micro Devices says growth should accelerate further as it ramps production of its Helios AI rack system and next-generation Venice server processors.

Also covered by CNBC Investing.com theinformation.com bloomberg.com AIStockWire
+5 moresemafor.com datacenterdynamics.com TechSpot PC Gamer videocardz.com

CrowdStrike's AI Kill Switch stops agents, not models

CrowdStrike's AI Kill Switch stops agents, not models

AI-generated summary CrowdStrike launched an AI Kill Switch on Tuesday that it says allows security teams to stop a misbehaving AI agent, prevent it from restarting, and cut off its network access. The new tool is part of Falcon Guardian, which is CrowdStrike's product for securing AI agents and is available now following the company's announcement in Barcelona.

Also covered by forbes.com CNBC Decrypt
+1 morecrowdstrike.com

Progress on provable inference for large language models

Anthropic logo

AI-generated summary Anthropic releases FlashProve, which is an open-source prototype for provable inference using cryptographic zero-knowledge succinct arguments of knowledge. Anthropic says the research aims to accelerate provable inference development and demonstrate that zero-knowledge succinct arguments are practical.

Also covered by TechCrunch AIStockWire PYMNTS.com
+1 moreThe Deep View

Monday 2 November

Palantir beats Q3 estimates, lifts 2026 revenue outlook to around $8.5 billion

AI-generated summary Palantir releases its third-quarter financial results, beating analyst expectations across every major line and lifting its full-year revenue outlook to around $8.53 billion. Palantir says it expects fourth-quarter revenue of about $2.65 billion while raising full-year adjusted operating income guidance to about $5.25 billion.

Also covered by CNBC AIStockWire Fortune
+1 moremarketwatch.com

Anthropic posts $567 million Q3 operating loss as growth cools ahead of IPO

AI-generated summary Anthropic made available an amended IPO filing showing a third quarter operating loss of $567 million as revenue growth slowed. Anthropic says the operating loss resulted primarily from $5 billion in computing capacity from short-term commitments and $2 billion in noncash charges.

Also covered by CNBC theinformation.com nytimes.com Business Insider AIStockWire
+7 morebloomberg.com Fortune marketwatch.com ABC News Cautious Optimism Tech Xplore apnews.com

Marvell and Lumentum officially plan to combine. Here’s what to know.

AI-generated summary Marvell Technology and Lumentum Holdings announced they plan to combine in a deal intended to target the optical-networking market. Marvell shareholders will own about two thirds of the combined business once the transaction is complete in the first half of 2028.

Also covered by sdxcentral.com bloomberg.com AIStockWire
+7 moretheinformation.com CNBC nytimes.com Tech Xplore forbes.com Tech Times The Stack

Behind the Curtain: OpenAI's post-election power play

AI-generated summary According to reports, OpenAI is planning a policy and public relations blitz following the midterms to rebrand data centers as AI compute campuses. The effort aims to align the company with Washington changes and frame the artificial intelligence debate for 2028 presidential contenders.

Also covered by TechCrunch Business Insider AIStockWire
+17 moreThe Decoder The Independent npr.org semafor.com TechSpot The Verge The Deep View NBC News thehill.com the Guardian Vanity Fair nytimes.com CNBC CNET TIME Paul Kedrosky The Batch | DeepLearning.AI

(LEAD) Lee vows bold investment in AI, future growth engines to boost growth potential

AI-generated summary President Lee Jae Myung announced a planned bold investment in artificial intelligence and other future growth engines during a speech at the National Assembly. The government submitted the 2027 budget bill proposing 820.9 trillion won in total government spending to support these economic growth potential initiatives.

Also covered by AIStockWire The Japan Times CNBC

Sunday 1 November

Anthropic’s potential $2 trillion IPO could turn staff into millionaires

Dario Amodei

AI-generated summary According to reports, Anthropic is rumored to be targeting a potential initial public offering at a valuation between $1.5 trillion and $2 trillion. The blockbuster market debut could turn its thousands of employees into millionaires while creating potential concerns about employee retention and mission focus.

Also covered by Business Insider Tom's Hardware SiliconANGLE AI Business thezvi.substack.com AIStockWire
+23 moreNikkei Asia Bloomberg The Decoder support.claude.com tftc.io investingLive Tech Times marketwatch.com Investing.com unite.ai Yahoo Finance forbes.com The Batch | DeepLearning.AI Cautious Optimism news.bloomberglaw.com CNBC TNW | Anthropic International Business Times Tech Xplore PYMNTS.com TechCrunch anthropic.com www.nytimes.com

SpaceX (SPCX) lawsuit tracker: NAACP, Grok, and OpenAI

SpaceX (SPCX) lawsuit tracker: NAACP, Grok, and OpenAI

AI-generated summary According to a quarterly report, a federal judge in Mississippi reportedly refused on October 30 to dismiss the NAACP lawsuit against SpaceXAI concerning gas turbines at the Colossus 2 data center in Memphis. The case will now proceed to further litigation while the NAACP request for a preliminary injunction against operating the turbines remains pending before the court.

Saturday 31 October

AI boom hits a wall on Wall Street as OpenAI cuts fundraising target while Meta gets a credit warning over its cash flow, spending and monetization

Sam Altman, chief executive officer and co-founder of OpenAI Inc., speaks during OpenAI DevDay in San Francisco, California, US, on Tuesday, Sept. 29, 2026.

AI-generated summary S&P Global made available a credit warning that cut its outlook on Meta to negative from stable over its cash flow, spending, and monetization. The credit ratings agency maintained Meta at AA- while warning the social media leader's leverage could top 1.0x as soon as 2027.

Also covered by theinformation.com coindesk.com ft.com AIStockWire
+12 morebloomberg.com The Decoder TechCrunch CNBC PYMNTS.com semafor.com Truthout AI Business SiliconANGLE Unite.AI The Verge SingularityHub

Friday 30 October

Anthropic may not secure investment-grade rating after IPO, Blackstone says

AI-generated summary According to Blackstone, Anthropic reportedly might fail to secure an investment-grade rating following an initial public offering. This assessment highlights potential financial challenges for the company as it considers future market participation.

Also covered by TechCrunch bloomberg.com theinformation.com Investing.com AIStockWire
+2 morecoindesk.com Tech Xplore