Stories from Thursday, October 29, 2026

• Upwind reportedly rejects Datadog's offer because it only matched what its VCs said it was worth

  Datadog reportedly offered no premium over the price Upwind's own venture backers had just set. So the backers invested at it instead.

  Exclusive · Oct 29, 2026, 11:35 PM EDT · Connor O'Brien

• Joshua Kushner's Thrive Holdings agrees to acquire ADT for $7.6 billion in cash

  ADT holders would get $10.00 a share in cash. The deal is expected to close in the first quarter of 2027, and ADT can seek rival offers until Nov. 28.

  Equities · Oct 29, 2026, 11:17 PM EDT · Marcus Rodriguez

• GE Vernova's orders nearly double as it raises its 2026 outlook

  Orders rose 96% to $29.3 billion and the backlog reached $197 billion as the power-equipment maker beat estimates and lifted its forecasts for the year.

  Equities · Oct 29, 2026, 5:45 PM EDT · Marcus Rodriguez

• Warren presses Anthropic on the ‘existential’ AI risks in its own IPO filing

  The Senate Banking Committee's top Democrat sent Dario Amodei 10 multipart questions on safety and market risk, citing the risk factors in Anthropic's S-1.

  Politics · Oct 29, 2026, 5:35 PM EDT · James Mitchell