Reuters:
STMicro reports Q3 revenue up 17.9% YoY to $3.76B, operating income up 98% YoY to $429M, vs. $400.5M est., and forecasts $4.15B in Q4 revenue, vs. $4.10B est.  —  STMicroelectronics (STMPA.PA) reported a third-quarter operating profit above market expectations on Thursday …

Bloomberg:
A profile of Tencent Cloud CEO Dowson Tong, who is shifting Tencent's AI focus toward businesses and betting on its Claude Cowork-style assistant WorkBuddy  —  When Pony Ma called Tencent Holdings Ltd.'s AI endeavor “a leaky ship” this summer, the billionaire founder sent ripples through …

Wired:
Bluesky blocks links to a leaked archive containing personal data of 41,000+ DHS employees and contractors, saying it was “shared without their authorization”  —  Bluesky tells WIRED it blocked links to a leaked archive of information on 41,000 ICE, CBP, and other DHS workers …

Elizabeth Rembert / Bloomberg:
National Student Clearinghouse: US computer science enrollment fell 12%+ for undergrads and 10%+ for grad students this fall, as AI reduces coding jobs  —  Computer and information science departments at US colleges saw an exodus of students this fall, with enrollment declining more than 12% …

Lauren Forristal / TechCrunch:
Google announces the expansion of ads in AI Mode into international markets, as growth in its core search advertising business slows  —  Google is bringing ads in its AI-powered Search experiences to international markets, betting that generative AI can open up new revenue opportunities …

Bloomberg:
Samsung shares fall as much as 6.6% as a lack of a new shareholder return plan, higher capex, and its chip unit's profit miss weigh on investor sentiment  —  Samsung Electronics Co. shares reversed earlier gains to slide as much as 6.6% as the lack of a new shareholder return plan in its earnings disappointed investors.

Bloomberg:
Samsung expects capex to rise ~60% to ~$63B this year, with HBM capacity sold out through 2027 and 10 long-term supply deals secured with key customers  —  Samsung Electronics Co. plans to hike spending more than 60% this year after selling out of high-end chips for 2027 …

Simon Sharwood / The Register:
Google's search revenue rose 12% YoY to $63.25B in Q3 2026, down from 14.5% in Q3 2025, with Google attributing the slowdown to “lower monetization” in AI Mode  —  Shares in Google's parent company Alphabet dived by almost ten percent on Wednesday, after the web giant admitted …

Ville Heiskanen / Bloomberg:
DoorDash moves its Q3 earnings release from November 4 to before the market opens on October 29, amid reports of an imminent ~$17B deal to acquire Instacart  —  DoorDash Inc., the food delivery provider in talks to take over Instacart, moved its earnings release date forward by almost a week.

Chris Metinko / Axios:
Fragment, which uses AI to resolve purchasing and payment issues across manufacturing datasets, emerges from stealth with $56M from 8VC and others  —  Procurement startup Fragment is exiting stealth with $56 million raised, CEO Pranav Mulgund tells Axios Pro exclusively.

Rolfe Winkler / Wall Street Journal:
How surging demand from AI hyperscalers has quintupled flash memory prices and shifted market and negotiating power from Apple to suppliers like Kioxia  —  The iPhone maker for years bullied flash-storage makers into steep discounts—until AI hyperscalers bid up prices and gobbled up supply

Jenny Lee / CNBC:
Samsung reports Q3 revenue up 127% YoY to a record ~$146.3B and a record operating profit up 783% to ~$80.5B, both roughly in line with estimates  —  - Samsung Electronics reported third-quarter earnings on Thursday, with operating profit broadly in line with analysts' estimates

Carl Franzen / VentureBeat:
Google is rolling out Gemini 4 Carbon to selected cybersecurity defenders through Fairwind at $2/1M input and $10/1M output tokens, rising to $4 and $20 later  —  Google announced its latest and most intelligent frontier AI model today: Gemini 4 Carbon promises improvements in cybersecurity …

Wired:
The personal data of 41,000+ DHS employees and contractors, including CBP and ICE agents, leaks online after hackers claim they breached DHS' Okta login system  —  The leaked records include the locations of ICE and CBP facilities, workers' cell phone numbers, and the members of groups tied …

Tom Warren / The Verge:
Microsoft reports Q1 Xbox hardware revenue down 14% YoY, Xbox content and services revenue down 2%, and Windows OEM and Devices revenue down 22%  —  Windows and Xbox revenues have declined during Microsoft's first quarter of the 2027 financial year. … Microsoft just posted the first quarter of its 2027 fiscal financial results.

Jonathan Stempel / Reuters:
Zillow agrees to pay $212.5M to settle an investor class action over its failed Zillow Offers home-flipping venture, after SCOTUS refused to hear its appeal  —  Zillow (ZG.O) said on Wednesday it will pay $212.5 million in cash to settle a class action accusing the online real estate marketplace …

Katie Roof / Business Insider:
Sources: AI coding startup Cognition weighs a new funding round before year's end after receiving offers valuing it at $70B-$80B, up from $48B in September  —  Just weeks after announcing a new round of funding at a $48 billion valuation, AI coding startup Cognition is fielding new investor interest at a much higher price.

Yoolim Lee / Bloomberg:
Seoul-based AI chip startup FuriosaAI raised a $620M Series D at a $2.9B valuation, up from $735M in 2025; South Korea's National Growth Fund contributed $280M  —  South Korean AI chip startup FuriosaAI quadrupled its valuation to $2.9 billion in a fresh funding round, bolstering its bid to challenge the likes of Nvidia Corp.

Reuters:
Sources: the US DOJ has inquired about the impact of Nvidia's Hugging Face deal on AI competition, as antitrust enforcers continue to probe Nvidia's conduct  —  The US Department of Justice has made inquiries about how Nvidia's (NVDA.O) $12.93 billion deal to buy open-source platform Hugging Face …

Samantha Subin / CNBC:
Alphabet reports Q3 negative free cash flow of $9.07B, worse than expected, capex of $51.36B, vs. $55.09B est., and keeps its FY capex forecast at $195B-$205B  —  Alphabet shares slumped more than 10% after the search giant reported a drop in free cash flow during the third quarter …