The AI cloud company reported $3,661 million in third-quarter revenue and raised 2026 revenue guidance to $13.0 billion to $13.3 billion. CNBC, citing LSEG, said the quarter exceeded a $3.55 billion estimate.
Equities · Nov 10, 2026, 8:15 PM EST · Marcus Rodriguez
Google is rolling out Gemini 4 Carbon and previewing /swarm in Antigravity: one prompt becomes a team of agents that share a message board and park at no token cost when idle. Then the quota moves faster.
Exclusive · Nov 10, 2026, 6:41 PM EST · Connor O'Brien
The 1.12 trillion yen loss compares with a 2.5 trillion yen year-earlier profit. SoftBank booked a $3.73 billion six-month loss on revised U.S. AI data-center plans and a ¥321,891 million derivative loss on Intel prepaid forwards entered in August, as Intel's share price increased by quarter-end.
Equities · Nov 10, 2026, 2:55 PM EST · Marcus Rodriguez
A $64.6 billion outlay for a 13% OpenAI stake and 10.8 trillion yen of net interest-bearing debt at the end of June hang over second-quarter results.
Equities · Nov 9, 2026, 5:10 PM EST · Marcus Rodriguez
House and Senate gavels arrive in January, with planned probes of DOGE data access and whether Musk's companies benefited from his government role; Texas's incoming AG has pledged to scrutinize Starlink broadband grants.
Politics · Nov 9, 2026, 3:30 PM EST · James Mitchell
Reuters reported last week that some potential investors doubted the schedule, with some seeing $1.5 trillion as the high end of expectations. The amended filing still leaves the price range blank.
Startups · Nov 9, 2026, 3:20 PM EST · Robert Harrison
Musk said Cybertruck production at Gigafactory Texas winds down around the middle of next year for Cybercab. Cox Automotive estimated 20,237 U.S. Cybertruck sales last year, far below Musk's earlier prediction that annual sales would eventually total 250,000. The AI pivot is eating the product line.
Opinion · Nov 9, 2026, 3:10 PM EST · Connor O'Brien
Beata Manthey's team is still positive on AI longer term but warns crowded positioning and further selling could keep tech under pressure.
Equities · Nov 9, 2026, 11:10 AM EST · Marcus Rodriguez
U.S. long/short gross leverage fell 8.7 percentage points to 207.5%, the largest weekly drop since March 2020, Goldman prime data show.
Equities · Nov 9, 2026, 10:40 AM EST · Marcus Rodriguez
The board says it has no reason to believe secrets were compromised. Huang's daughter and son work at the company, though neither reports to him, its May 2026 proxy shows.
Equities · Nov 9, 2026, 9:35 AM EST · Marcus Rodriguez