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Pressure to back promising AI startups is upending the VC investment process, with investors willing to buy into the same round at rapidly escalating valuations (Bloomberg)
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Source: Musk's public endorsement of a potential SpaceX-Tesla merger rattled some insiders, who worry his comments could invite shareholder scrutiny and delays (Milana Vinn/Reuters)
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Sources: Axel Springer CEO Mathias Döpfner proposed joining a bid for TikTok's European business over lunch with Charles Kushner, the US ambassador to France (Financial Times)
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Microsoft says China-linked hackers used AI penetration testing tool ARTEX to compromise ConnectWise as part of a campaign targeting hundreds of organizations (AJ Vicens/Reuters)
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A Micron labor union staged Taiwan's first-ever strike in the semiconductor industry on Thursday, demanding a regular profit-sharing scheme for its employees (Nikkei Asia)
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SEC filings show how Meta restructured its stock to shield Mark Zuckerberg from California's proposed wealth tax, after he said he'd sell his Palo Alto home (New York Times)
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Epic says "Fortnite is coming back to the App Store in Australia tomorrow" after an Australian federal judge ordered Apple to open up iOS in an antitrust case (Rhea Rose Abraham/Reuters)
Rhea Rose Abraham / Reuters : Epic says “Fortnite is coming back to the App Store in Australia tomorrow” after an…
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An Australian federal judge rules Apple must let Australian iPhone users install apps from third-party app stores starting March 1, 2027; Apple plans to appeal (Marcus Mendes/9to5Mac)
Marcus Mendes / 9to5Mac : An Australian federal judge rules Apple must let Australian iPhone users install apps from…
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Walmart unveils its Agent Gateway, a new MCP server to help users' approved AI agents shop its website, and dedicated Agent Profiles with special "terms" for AI (Sarah Perez/TechCrunch)
Sarah Perez / TechCrunch : Walmart unveils its Agent Gateway, a new MCP server to help users' approved AI agents shop…
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Sources: DeepSeek raised ~$15B in its latest fundraising round, one of China's largest ever, with CATL and Tencent among the biggest contributors (Lulu Yilun Chen/Bloomberg)
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AWS analysts claim that at least one actor started to exploit the PHP2Shell bugs on October 17, four days prior to the vulnerabilities' public disclosure (Lily Hay Newman/Wired)
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GM says it plans to debut OnStar AI, an in-car assistant that can execute vehicle functions and run diagnostics via voice commands, in the 2027 Cadillac Lyriq (Aarian Marshall/Wired)
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Sources: advisers within Elon Musk's empire are pushing to announce a SpaceX-Tesla merger by H1 2027 so it can close while President Trump remains in power (Bloomberg)
Bloomberg : Sources: advisers within Elon Musk's empire are pushing to announce a SpaceX-Tesla merger by H1 2027 so it…
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Cloud provider Railway says an unauthorized party may have accessed customer encrypted environment variables and, for some, obtained the decrypted contents (Jacob Cooper/Railway Blog)
Jacob Cooper / Railway Blog : Cloud provider Railway says an unauthorized party may have accessed customer encrypted…
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AuxoAI, which helps large businesses build and deploy AI systems, raised a $20.7M Series A led by NTTVC to accelerate growth and scale (Kyt Dotson/SiliconANGLE)
Kyt Dotson / SiliconANGLE : AuxoAI, which helps large businesses build and deploy AI systems, raised a $20.7M Series A…
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SAP: Q3 cloud revenue up 25% YoY to €6.67B, vs. €6.57B est., total revenue up 12% to €10.27B, current cloud backlog up 26% to €24.1B, all in constant currencies (Christina Kyriasoglou/Bloomberg)
Christina Kyriasoglou / Bloomberg : SAP: Q3 cloud revenue up 25% YoY to €6.67B, vs. €6.57B est., total revenue up 12%…
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IBM reports Q3 revenue up 5% YoY to $17.1B, above $16.82B est., net income up 26% to $2.19B, software revenue up 8% to $7.8B, and infrastructure revenue up 4% (Elias Schisgall/Wall Street Journal)
Elias Schisgall / Wall Street Journal : IBM reports Q3 revenue up 5% YoY to $17.1B, above $16.82B est., net income up…
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GitLab patches a critical flaw that lets unauthenticated attackers run code on self-managed servers, affecting every release since 7.0 in 2014 (Swati Khandelwal/The Hacker News)
Swati Khandelwal / The Hacker News : GitLab patches a critical flaw that lets unauthenticated attackers run code on…
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Texas Instruments reports Q3 revenue up 28% YoY to $6.06B, above $5.93B est., net income up 78% YoY to $2.43B, and forecasts $5.8B-$6.3B in Q4, vs. $5.73B est. (Ian King/Bloomberg)
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Mark Zuckerberg says Muse has drawn 10M+ users since its launch and 25%+ of users are making purchases through the app, with an average purchase size of $200+ (Business Insider)
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Meta expects its 2026 capex to be $135B-$145B, vs. $130B-$145B previously, and forecasts Q4 revenue of $73B-$76B, vs. $73.6B est.; META jumps 3%+ after hours (Riley Griffin/Bloomberg)
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Anthropic unveils Claude Duet, a proactive agent app on iOS, Android, and the web that works in the background, in research preview for US Pro and Max users (Claude)
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Filing: Meta says Mark Zuckerberg is considering leaving California if it passes a one-time 5% tax on billionaires; voters will decide on the measure next month (Pierre Paulden/Bloomberg)
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Meta says it will create a new class of nonvoting stock to raise the capital it needs for developing AI models, with an effective date in January 2027 (Meghan Bobrowsky/Wall Street Journal)
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Meta reports Q3 revenue up 26% YoY to $64.6B, operating income down 37% to $12.99B on a $9.89B AG settlement charge, and family DAP up 3% to 3.64B for September (Meta)
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OpenAI, PerturbAI, and Scripps say thousands of GPT-Rosalind agents analyzed data on millions of mouse brain cells in 32 minutes, a job that takes humans months (OpenAI)
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Microsoft reveals pricing for Xbox Cloud Gaming without Game Pass, for Xbox Insiders now and others next month: 10 hours for $3.99, 25 for $7.99, 50 for $11.99 (Tom Warren/The Verge)
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Flapping Airplanes, which is working on methods to train AI models on less data and compute and make the chips more efficient, raised $1B at a $6B valuation (Rachel Metz/Bloomberg)
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A New Mexico court orders Meta to pay $25B in penalties after a jury found Meta misled residents about its data practices in the Cambridge Analytica scandal (Jonathan Vanian/CNBC)
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Source and leaked memo: EA plans to cut ~400 jobs, or ~3% of its total staff, and shut down BioWare; EA went private in August following a $55B leveraged buyout (Jason Schreier/Bloomberg)
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The PHP Foundation says its RCE patches are limited to PHP 8.2 and newer, leaving legacy deployments dependent on third-party vendors (Wired)
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Recursive releases Flint, an open-weight, 40B-parameter coding model developed with its Eureka Machine AI system, which automated most of the development (Will Knight/Wired)
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Watchtower, which uses AI and simulation software to help the US Armed Forces make logistical decisions, emerges from stealth with a $35M seed (Alex Konrad/Upstarts Media)
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The PHP Foundation details how it found and fixed the two flaws, and says it had to release patches a day early after the CVE IDs began circulating online (The PHP Foundation)
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Several government, school, and hospital websites in Europe were taken offline as organizations rush to protect themselves from two critical PHP security flaws (Reuters)
Reuters : Several government, school, and hospital websites in Europe were taken offline as organizations rush to…
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Whop, which helps people start, run, and scale businesses and uses AI to suggest business decisions, raised $205M led by Sequoia Capital at a $5.1B valuation (Natasha Mascarenhas/Bloomberg)
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OpenAI says the PHP flaws, found using GPT-5.6 Sol, "are among several significant vulnerabilities" it found and expects "similar findings to increase sharply" (OpenAI)
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Mach9, which develops AI-powered CAD software trained on proprietary, in-house AI models using multimodal image and laser scan datasets, raised a $34M Series A (Sean O'Kane/TechCrunch)
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Cloudflare says it deployed default WAF mitigations for all free and paid tier customers to combat two PHP flaws, roughly nine hours ahead of public disclosure (Cloudflare)
Cloudflare : Cloudflare says it deployed default WAF mitigations for all free and paid tier customers to combat two…
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Claude flagged 493 security issues across 25 open-source projects, covering 5M+ lines of C, C++, Java, PHP, and Python code; one went unnoticed for 21 years (Chris Rohlf/Anthropic)
Chris Rohlf / Anthropic : Claude flagged 493 security issues across 25 open-source projects, covering 5M+ lines of C,…
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PHP discloses a critical memory-management vulnerability, dubbed "PHP2Shell", that affects up to 70% of websites, discovered using GPT-5.6 Sol in August (Robert McMillan/Wall Street Journal)
Robert McMillan / Wall Street Journal : PHP discloses a critical memory-management vulnerability, dubbed “PHP2Shell”,…
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PHP releases security fixes for two critical unauthenticated RCE vulnerabilities, urging all PHP users to update; all web-serving deployments are affected (PHP)
PHP : PHP releases security fixes for two critical unauthenticated RCE vulnerabilities, urging all PHP users to…
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ServiceNow and Nvidia launch Arc, a personal, long-running enterprise AI agent for productivity tasks across email and Teams, for RTX Spark and Nvidia OpenShell (Radhika Rajkumar/ZDNET)
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Stockholm-based legal AI startup Legora raised a $550M Series E at an $8.8B post-money valuation, up from $5.55B after raising a $550M Series D in March (Rosie Harris-Davison/City A.M.)
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OpenAI expands ChatGPT ads to 26 additional countries, taking the total to 83 countries, and says the platform's advertiser base is 100K+, up from 20K in August (Alix Coutures/The Information)
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Apple says it plans to add Reachability for the iPhone Duo later in 2026, helping people with smaller hands more easily access the left or right display edges (Julian Chokkattu/Wired)
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Spotify launches its first standalone, native in-car app built on Android Automotive OS, debuting on select Audi models, with a custom UI controlled by Spotify (Andrew J. Hawkins/The Verge)
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Nvidia launches its OpenShell Reference Architecture, a framework to secure, monitor, and govern AI agents, and partners with Canonical, AWS, BBVA, and others (Thomas Claburn/The Register)
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GTC Berlin: Jensen Huang pushes Europe on AI adoption, saying "for Europe to benefit from AI ... you need all the end markets, the end industries to adopt AI" (Bloomberg)
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