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THE DAILY EDITION
A complete daily edition from the Aizanoi News archive.
Amazon reported third-quarter net sales of $201.9bn, up 12%, with AWS up 39.3% to $46.0bn - its fastest growth in nearly five years - and operating income of $28.1bn, a record 13.9% margin.
Sources Amazon Investor RelationsFortune
Anthropic's S-1 reports revenue of $16.3bn for the six months to June 2026, up from $1.2bn a year earlier, and an operating loss of $693m after a $1.0bn operating profit in the second quarter.
Intel's third-quarter revenue rose 21% to $16.5bn and adjusted earnings of $0.52 a share beat forecasts, yet the stock fell more than 20% after hours when the company guided fourth-quarter revenue to $15-16bn against roughly $17bn expected and gross margin down to 38%.
Sources Yahoo FinanceQuartz
The S&P 500 lost 0.31% to 7,721.02 and the Nasdaq Composite 1.36% to 26,188.08 on Thursday, while the Russell 2000 advanced - a split that concentrated the damage in megacap technology.
Microsoft sold $25bn of senior unsecured notes in ten tranches maturing between 2028 and 2066, its first US investment-grade bond sale since 2017, and drew orders reported at more than four times the deal size.
Real GDP rose at a 3.4% annual rate in the third quarter, the BEA's advance estimate showed, up from 2.2% in the second, on stronger investment, consumer spending and government outlays partly offset by lower exports.
Sources US Bureau of Economic Analysis (GDP)US Bureau of Economic Analysis (Personal Income and Outlays)
Nvidia is in talks to provide billions of dollars of credit guarantees backing debt for an Nscale data centre in West Virginia that Anthropic plans to use, according to The Information, with the support covering power infrastructure and construction.
Sources Reuters (via SRN News)Bloomberg
OpenAI published a new Model Spec that organises model behaviour around faithfulness to human intent, harm minimisation, honesty and transparency, human agency, and care.
Microsoft disclosed $10bn of revenue from commercial arrangements with OpenAI, including revenue-sharing payments, in the quarter to 30 September - nearly 11% of its $92.3bn total.
Sources TechCrunch
The PC industry's weak quarter has a component story underneath it. AI data-centre demand has absorbed spare DRAM and NAND output, and Gartner expects combined DRAM and solid-state drive prices to rise 130% by the end of 2026, lifting average PC prices 17% and smartphone prices 13% against 2025 levels.
Initial claims for unemployment benefits fell 1,000 to a seasonally adjusted 194,000 in the week to 24 October, below the 199,000 forecast and close to July's 189,000 reading, the lowest since 1969.
Bayern Munich host Borussia Dortmund on Saturday with both sides unbeaten on 17 points after seven matchdays. Bayern lead only on goal difference after scoring 25 goals, 18 of them at home, while Dortmund have conceded four and kept five clean sheets, underpinned by Gregor Kobel's 82% save rate.
Milan lost 4-2 at home to Bologna and Juventus went down 2-0 at Genoa as Serie A's ninth round scrambled the table, leaving Inter and Lazio level on 25 points, with Roma third on 21 and Como fourth on 20.
Dream, founded by former Palantir executives Andy Elder and Arjun Mathur, left stealth with $17m in seed funding led by Andreessen Horowitz, with SV Angel, XYZ and Zigg Capital joining.
Sources TechCrunch
Promoted Elversberg host Mainz on Friday night level on 10 points, both clubs having exited the DFB-Pokal to second-division opponents on Tuesday. Elversberg lost 0-2 to Darmstadt despite a 26-7 shot count and were beaten 4-0 at RB Leipzig in their previous league game.
Sources dpa via n-tvFocus