Venue coverage.

Andy Jassy says Prime Video has "a revenue run rate in the tens of billions of dollars and is now profitable in its own right" (Julie Bort/TechCrunch)

Twilio reports Q3 revenue up 20% YoY to $1.56B, vs. $1.52B est., net income up 333% to $161M, and expects slower Q4 revenue growth; TWLO drops 15%+ after hours (Elias Schisgall/MarketWatch)

Pinterest reports Q3 revenue up 12% YoY to $1.17B, vs. $1.21B est., global MAUs up 10% to 661M, and forecasts Q4 revenue below est.; PINS drops 8%+ after hours (Liz Moyer/Barron's Online)

Sandisk reports Q1 revenue up 378% YoY to $11B, vs. $10.7B est., forecasts Q2 revenue above est., announces an 8-for-1 stock split; SNDK drops 4%+ after hours (MarketWatch)

Coinbase reports Q3 revenue down 35% YoY to $1.22B, in line with est., and net income up 66% to $719M, its first profit in a year, on unrealized crypto gains (Olga Kharif/Bloomberg)

Coinbase Revenue Fell 35%, Partially Offset by Prediction Market

Amazon reported booming cloud revenue but otherwise missed expectations

Amazon reports Q3 AWS revenue up 39% YoY to $45.98B, above $45.29B est., and AWS operating income up 55% to $17.77B, above $16.97B est. (Jordan Novet/CNBC)

Reddit reports Q3 revenue up 53% YoY to $895M, vs. $878M est., DAUq up 12% to 130.3M, below est., forecasts Q4 revenue below est.; RDDT drops 9%+ after hours (Jonathan Vanian/CNBC)

Intel reports Q3 revenue up 21% YoY to $16.5B, vs. $16.5B est., and forecasts Q4 revenue and adjusted EPS below estimates; INTC drops 16%+ after hours (Katie Tarasov/CNBC)

Windows 11 gets right-click menu improvements as PC revenue slides

Amazon reports Q3 ad revenue up 11% YoY to $19.64B, vs. $20.82B est., and subscription services revenue up 11% YoY to $14B (Annie Palmer/CNBC)

Amazon reports Q3 revenue up 12% YoY to $201.9B, net income down 2% to $20.7B, and operating income up 61% to $28.1B; AMZN drops 8%+ after hours (Amazon)

Source: Anthropic is "Customer B" cited by SpaceX in a filing as its single largest customer accounting for 34.5% of Q3 revenue, surpassing the US government (Bloomberg)

For the first time ever, Google Search is less than 50% of Alphabet's revenue

OpenAI Now Makes Up 11% of Microsoft’s Revenue - 24/7 Wall St.

OpenAI Now Makes Up 11% of Microsoft’s Revenue - Yahoo Finance

Microsoft Generated $10B In Revenue From OpenAI - TV News Check

STMicro reports Q3 revenue up 17.9% YoY to $3.76B, operating income up 98% YoY to $429M, vs. $400.5M est., and forecasts $4.15B in Q4 revenue, vs. $4.10B est. (Reuters)

Alphabet's Revenue Miss Reignites Fears over AI Spending Binge

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)

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)

Jenny Lee / CNBC : 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 — - Samsung Ele…

Microsoft Posts Record Revenue Despite Employee Buyout Offers

Microsoft Generated $10B In Revenue From OpenAI 10/29/2026 - MediaPost

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)

Bigger than Bing or Xbox: Microsoft’s OpenAI haul reaches $10B in quarterly revenue - GeekWire

Microsoft posts $92.3bn in quarterly revenue after offering buyouts to 60,000 employees

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)

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)

Microsoft just shared Azure’s actual revenue in dollars: $33.2 billion

Microsoft recorded $10 billion in revenue from OpenAI - TechCrunch

Microsoft recorded $10 billion in revenue from OpenAI

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)

Microsoft hits 10 quarters of record- breaking revenue in a row

Alphabet’s Revenue Rises 25% as Profit Falls

Microsoft Revenue Growth Accelerates Slightly But Data Centers Dampen Cash Flows

Google Quarterly Revenue Grows 25% But Falls Short of ExpectationsGoogle’s cloud sales surged in the latest quarter but overall revenue at parent Alphabet grew a slower-than-expected 25% to $127.6 billion, disappointing investors. Operating profit rose in the third quarter, but net profit declined by nearly a quarter to $26.2 billion, well below analysts’ estimates according to S&P Capital IQ. Alphabet’s shares fell by nearly 9% in after hours trading. Google Cloud revenue in the third quarter

Alphabet reports Q3 YouTube ad revenue up 9% YoY to $11.2B, below estimates, and Google ad revenue hit $82.01B, up from $74.18B in Q3 2025 (Todd Spangler/Variety)

Alphabet reports Q3 revenue up 25% YoY to $127.6B, Google Cloud revenue up 103% YoY to $30.7B, and Google Services revenue up 11% to $96.3B (Alphabet)

Microsoft reports Q1 revenue up 19% YoY to $92.3B, Azure revenue up 48% to $33.2B, operating income up 21% to $45.9B, and net income up 32% to $36.6B (Microsoft)

Alphabet reports Q3 2026 revenue of $127.6 billion

Intel gets tax breaks while local authorities lose revenue, claims policy org

Etsy reports Q3 revenue up 11% YoY to $692.5M, above $668M est., net income of $853.5M after selling Depop, and gross merchandise sales up 9% YoY to $2.65B (Katherine Hamilton/Wall Street Journal)

Chinese AI chipmaker Moore Threads reports Q3 revenue up 1,774% YoY to ~$240M and a ~$7.4M net profit; Moore is building a domestic 100K-GPU cluster with JD.com (Rachel Yeo/Bloomberg)

Dream address WNBA Finals venue mess in open letter to Atlanta

As Game 6 of the WNBA Finals is on the horizon, the Atlanta Dream released an open letter that was addressed to the city over concerns they had about the Hawks playing in a proper-…

Oregon city declares 'state of emergency' after statewide ban causes it to lose data center revenue

SK Hynix reports Q3 revenue up 328% YoY to ~$78.8B, vs. ~$74.07B est., and operating profit up 632% to ~$62.76B, vs. ~$57.78B est. (Jenny Lee/CNBC)

NXP reports Q3 revenue up 19% YoY to $3.79B, vs. $3.76B est., and forecasts Q4 revenue below estimates; NXPI drops 7%+ after hours (Christina Kyriasoglou/Bloomberg)

Robinhood reports Q3 revenue up 12% YoY to $1.42B, in line with est., crypto revenue down 55% to $120M, and profit down 14% to $476M; HOOD drops 5%+ after hours (Reuters)

PayPal reports Q3 revenue up 2% YoY to $8.58B, below $8.71B est., TPV up 6% to $487.14B, and raises full-year adjusted EPS guidance to ~$5.60, above $5.39 est. (Elias Schisgall/Wall Street Journal)

Anthropic prepares for potential $2 trillion IPO valuation after reporting billions in revenue

S-1: Anthropic spent ~$2.50 on compute and infrastructure for every $1 of revenue in Q1 2025, falling to under 50 cents in Q2 2026, as it seeks profitability (Financial Times)

Anthropic Reveals Rapid Revenue Growth, and Even Faster Spending

The US AI Labs, Mapped: Founders, Revenue and the Money Behind Them

Anthropic S-1: an $80.7B net loss on revenue of $16.3B in H1 2026, up from a $13B net loss on revenue of $1.2B in H1 2025, and a net revenue retention of 900% (Bailey Lipschultz/Bloomberg)

Alphabet, Amazon, and Microsoft are expected to report double-digit gains in revenue this week, as investors grow impatient with AI capex and seek returns (Bloomberg)

The iTunes Store is re-emerging as a venue for big pop stars, including Taylor Swift, to hawk collectibles to superfans and bolster their chart positions (Tom Matsuda/Financial Times)

California has more revenue than expected thanks to AI. Should it save it?