https://aifactornews.com/stories/amazon-joins-the-split-aws-accelerates-to-39-and-the-backlog-hits-578b-and-the-s AI Factor News en 2026-10-30T00:00:00.000Z Amazon joins the split: AWS accelerates to 39% and the backlog hits $578B — and the stock falls anyway on a $42.4B cash outflow https://aifactornews.com/stories/intels-data-center-business-surges-78-then-a-fab-explosion-and-a-pc-slump-cut-th AI Factor News en 2026-10-30T00:00:00.000Z Intel's data center business surges 78% — then a fab explosion and a PC slump cut the guide and the stock falls 25% https://aifactornews.com/stories/the-repricing-spreads-nasdaq-futures-fall-2-brent-pushes-toward-117-and-the-10-y AI Factor News en 2026-10-30T00:00:00.000Z The repricing spreads: Nasdaq futures fall 2%+, Brent pushes toward $117, and the 10-year backs off to 4.92% on a flight to safety https://aifactornews.com/stories/twilio-grades-its-own-ai-claim-revenue-up-20-on-voice-ai-deals-the-full-year-gui AI Factor News en 2026-10-30T00:00:00.000Z Twilio grades its own AI claim: revenue up 20% on voice-AI deals, the full-year guide raised — and the stock falls 15% on the Q4 growth step-down https://aifactornews.com/stories/ai-of-things-toyota-will-build-waymos-next-robotaxi-at-the-factory-bz4x-testing AI Factor News en 2026-10-30T00:00:00.000Z AI of Things: Toyota will build Waymo's next robotaxi at the factory — bZ4X testing starts in Japan in 2027, aimed at the U.K. next https://aifactornews.com/stories/physical-capacity-power-not-chips-is-now-the-ceiling-pjm-auctions-clear-at-the-c AI Factor News en 2026-10-30T00:00:00.000Z Physical capacity: power, not chips, is now the ceiling — PJM auctions clear at the cap short of target, and ERCOT's queue hits 474 GW https://aifactornews.com/stories/the-employment-ledger-in-one-contrast-116-000-ai-cited-job-cuts-this-year-and-a AI Factor News en 2026-10-30T00:00:00.000Z The employment ledger in one contrast: 116,000 AI-cited job cuts this year — and a chip industry short up to 157,000 workers it cannot hire https://aifactornews.com/stories/openais-pro-repricing-takes-effect-today-the-200-plan-buys-half-the-usage-and-th AI Factor News en 2026-10-30T00:00:00.000Z OpenAI blinked: the Pro cut is cancelled and usage limits doubled instead — pricing power fails its first test https://aifactornews.com/stories/mistral-releases-large-4-early-a-trillion-parameter-open-weight-cyber-model-anyo AI Factor News en 2026-10-30T00:00:00.000Z Mistral releases Large 4 early: a trillion-parameter open-weight cyber model anyone can download — and Orange Cyberdefense is already building on it https://aifactornews.com/stories/anthropic-sells-the-receipt-new-enterprise-tools-show-customers-what-their-token AI Factor News en 2026-10-30T00:00:00.000Z Anthropic sells the receipt: new enterprise tools show customers what their token spend bought — as coding-tool spend hits 10x this year https://aifactornews.com/stories/canada-buys-a-piece-of-its-champion-ottawa-takes-up-to-c-1-6b-of-coheres-c-7b-se AI Factor News en 2026-10-30T00:00:00.000Z Canada buys a piece of its champion: Ottawa takes up to C$1.6B of Cohere's C$7B Series E at a C$35.7B valuation https://aifactornews.com/stories/openai-answers-the-escape-layered-agent-monitoring-that-replayed-flags-the-huggi AI Factor News en 2026-10-30T00:00:00.000Z OpenAI answers the escape: layered agent monitoring that, replayed, flags the Hugging Face breach 30 hours early — and a rewritten Model Spec https://aifactornews.com/stories/even-the-cash-positive-one-borrows-now-microsoft-prices-25b-of-bonds-its-first-u AI Factor News en 2026-10-30T00:00:00.000Z Even the cash-positive one borrows now: Microsoft prices $25B of bonds — its first U.S. sale in nine years — on $115B of orders https://aifactornews.com/stories/the-futures-drop-becomes-a-rout-nasdaq-down-2-6-by-late-morning-1-trillion-gone AI Factor News en 2026-10-30T00:00:00.000Z The futures drop becomes a rout: Nasdaq down 2.6% by late morning, $1 trillion gone Friday and $2 trillion gone in October https://aifactornews.com/stories/the-8-30-read-lands-benign-labor-costs-rose-0-8-in-q3-wages-slowed-to-0-7-and-re AI Factor News en 2026-10-30T00:00:00.000Z The 8:30 read lands benign: labor costs rose 0.8% in Q3, wages slowed to 0.7% — and real wages fell 0.6% over the year https://aifactornews.com/stories/refining-beats-drilling-exxon-earns-more-from-fuel-making-than-from-oil-fields-f AI Factor News en 2026-10-30T00:00:00.000Z Refining beats drilling: Exxon earns more from fuel-making than from oil fields for the first time in six years, and both majors beat https://aifactornews.com/stories/sandisks-toll-booth-is-booming-and-the-market-sold-it-anyway-data-center-revenue AI Factor News en 2026-10-30T00:00:00.000Z SanDisk's toll booth is booming and the market sold it anyway: data-center revenue up 61% in one quarter, an 85% gross margin — and a 7% Friday fall https://aifactornews.com/stories/reddit-falls-29-its-worst-day-since-the-ipo-after-its-ceo-says-googles-ai-answer AI Factor News en 2026-10-30T00:00:00.000Z Reddit falls 29% — its worst day since the IPO — after its CEO says Google's AI answers are cutting off its traffic