The Information, via reachable press, says TSMC has begun planning vertically stacked 3D DRAM at its largest customer’s request; no timeline or fab plan is confirmed, and TSMC has not commented.
After Thursday's Nasdaq drop of about 5.5% into correction territory on AI-regulation fears, AI and chip shares opened higher Friday; BBC says the Nasdaq opened up about 1.23% and Nvidia more than 6%, while Fox Business later had the Nasdaq up 1.24%.
National Economic Council Director Kevin Hassett told CNBC that near-term scheduled data centres are unaffected by local ballot curbs, that growth can continue in welcoming states, and that Thursday’s tech plunge reflected political uncertainty.
Pro, Max and Ultra subscribers in the US can connect banks and cards through Plaid; access is read-only for up to two years of transactions, Personal Finance hub chats are excluded from training, and the tool cannot move or invest money.
Prosecutors say Jacob Soall, Sharon Hazan and Guy Sheetrit used AI voice and face tools from July 2024 to February 2026 to trick staff into wiring funds; the three were arrested in Europe and await extradition, CBS and ABC News report.
TechCrunch cites Ramp: token spend grew only 1.5% across August–September after 42% in July, even as volumes rose; Anthropic’s price cuts reportedly cut revenue growth by about $600M, and October spend re-accelerated 8.9%.
CNBC says the benchmark ended more than 20% below its June peak, with Advantest down about 12%, SoftBank Group about 11%, Kioxia 11% and Tokyo Electron nearly 9%; Taiwan's Taiex also entered a bear market.
The 594B MoE model with 17B active parameters is on Tinker for inference and fine-tuning with closed weights; full Apache 2.0 weights are planned next week after safety testing, the lab said on 5 November.
The Verge and Fortune say the model scored 48.5% on ExploitGym versus 42.4% for GPT-6 Astra, cut out-of-bounds runs below 1%, found 81 Firefox bugs, and is rolling out first to Daybreak Red defensive customers.
Yonhap says the index fell as low as 4,911.28 on 27.5 trillion won of turnover, with foreigners selling 2.77 trillion won; a Daishin Securities analyst called the reaction excessive, saying a full halt to US data-centre building is unlikely.
Three major investors told the Journal the price will likely need to come down, one saying nearer $1 trillion; CNBC adds Kalshi odds of an IPO announcement before December fell to 57% from nearly 90% in a week, and Anthropic has not committed to a valuation or date.
Musk wrote on X that production at Gigafactory Texas will wind down around the middle of next year; the Cybercab is the two-seat robotaxi, and Tesla has not said whether the Cybertruck ends entirely.