CNBC reports Intel fell 29%, Qualcomm 11%, Broadcom more than 5% and Nvidia 4%, with Amazon down 1.4% after its results; Reddit separately closed down 29.22%, its worst day as a public company.
Apple's China newsroom says testing starts with the developer beta on 4 November and the features launch with iOS 27.3 in December, including Live Translation, Writing Tools and Visual Intelligence; The Verge reports the new Siri AI is not included.
S&P kept Meta at AA- but moved the outlook from stable to negative, citing uncertainty over elevated capex; Meta guided 2026 capex of $135–145 billion and posted negative free cash flow of $2.12 billion, CNBC reports.
Max 5x becomes Max at $100 a month and Max 20x becomes Ultra at $200; weekly limits are unchanged and newer accounts keep a temporary 5-hour cap until verified.
Nikkei says the request will feature in a government cybersecurity package due as soon as next week; there is no official statement from Tokyo or the companies yet.
Intel guided fourth-quarter revenue to $15–16 billion, citing a plant shutdown in Israel and PC weakness; CNBC says Nvidia's stake lost about $6 billion and D.A. Davidson cut the stock to neutral.
Launched on 1 October, the prototype ran Gemma 4 to write a haiku; TechCrunch reports it carries four TPUs but can power one for about twenty minutes at a time, and Google plans twin linked satellites in 2027.
TechCrunch, citing the FT, says Blackstone, anchor investor in a $63 billion Anthropic chip financing, earlier told investors to expect investment grade before 2027; Anthropic and Blackstone declined to comment, and KBRA already rates the company BB+.
Reddit guided fourth-quarter sales to $1–1.03 billion, below the $1.05 billion analysts expected; CEO Steve Huffman told CNBC Google search referrals fell 'meaningfully' this quarter because of AI.
The mixture-of-experts model, nicknamed Le Chonk, has about 49 billion active parameters and a 1M-token context; Model-as-a-Service providers need a separate commercial license.
Alphabet leads with more than $1 trillion and Meta has more than $800 billion; future leases make up $1.3 trillion and other orders $1.9 trillion, up from about $2.4 trillion for four of the companies in July, TNW reports from Bloomberg.
MLex reports Microsoft and Anthropic join Google and OpenAI in adopting the IETF AI Preferences proposal; Microsoft says publishers can choose training, grounding or both and stay eligible for Bing, and Google aims to support it in 2027.