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/google-at-work-the-barrier-is-coming-down-the-landlord-business-is-the-way-back AI Factor News en 2026-10-29T00:00:00.000Z Google At Work: The Barrier Is Coming Down — the Landlord Business Is the Way Back https://aifactornews.com/stories/the-split-verdict-trades-alphabet-sheds-roughly-400b-on-its-worst-post-earnings AI Factor News en 2026-10-29T00:00:00.000Z The split verdict trades: Alphabet sheds roughly $400B on its worst post-earnings drop ever while Microsoft is rewarded — and software is sold as a group https://aifactornews.com/stories/the-8-30-stack-gdp-grows-3-4-on-an-ai-investment-surge-core-pce-runs-3-1-claims AI Factor News en 2026-10-29T00:00:00.000Z The 8:30 stack: GDP grows 3.4% on an AI-investment surge, core PCE runs 3.1%, claims stay at 194K — and oil eases as Washington writes to Tehran https://aifactornews.com/stories/caterpillars-backlog-hits-a-record-78-1b-on-data-center-power-demand-and-the-sto AI Factor News en 2026-10-29T00:00:00.000Z Caterpillar's backlog hits a record $78.1B on data-center power demand — and the stock falls 9% for not raising guidance https://aifactornews.com/stories/samsungs-2027-hbm-supply-is-already-sold-out-operating-profit-up-783-to-a-record AI Factor News en 2026-10-29T00:00:00.000Z Samsung's 2027 HBM supply is already sold out: operating profit up 783% to a record 107.4 trillion won — and the stock falls anyway https://aifactornews.com/stories/microsoft-passes-the-cash-test-alphabet-failed-azure-accelerates-to-48-and-free AI Factor News en 2026-10-29T00:00:00.000Z Microsoft passes the cash test Alphabet failed: Azure accelerates to 48% and free cash flow stays positive at $18.6B https://aifactornews.com/stories/cognizants-ledger-both-sides-in-one-print-headcount-up-10-100-in-a-year-with-hal AI Factor News en 2026-10-29T00:00:00.000Z Cognizant's ledger, both sides in one print: headcount up 10,100 in a year with half its code AI-assisted — and a $150-200M severance program funding the transition https://aifactornews.com/stories/the-grid-bill-starts-flowing-backward-nipsco-will-return-57-5m-to-existing-custo AI Factor News en 2026-10-29T00:00:00.000Z The grid bill starts flowing backward: NIPSCO will return $57.5M to existing customers out of its Amazon, Alphabet and Microsoft data-center contracts https://aifactornews.com/stories/serval-triples-to-3b-aiming-straight-at-servicenows-core-on-the-morning-servicen AI Factor News en 2026-10-29T00:00:00.000Z Serval triples to $3B aiming straight at ServiceNow's core — on the morning ServiceNow fell 19% https://aifactornews.com/stories/the-labs-split-on-who-pulls-the-plug-anthropic-wants-courts-to-suspend-dangerous AI Factor News en 2026-10-29T00:00:00.000Z The labs split on who pulls the plug: Anthropic wants courts to suspend dangerous models, OpenAI wants a developer duty to shut its own down https://aifactornews.com/stories/twilio-puts-a-number-on-ai-revenue-before-tonights-print-1-6b-of-4-9b-in-first-h AI Factor News en 2026-10-29T00:00:00.000Z Twilio puts a number on AI revenue before tonight's print: $1.6B of $4.9B in first-half revenue was AI-driven — 32% of the company https://aifactornews.com/stories/servicenow-plugs-into-chatgpt-the-morning-its-stock-has-its-worst-day-on-record AI Factor News en 2026-10-29T00:00:00.000Z ServiceNow plugs into ChatGPT the morning its stock has its worst day on record — and launches an agent-governance alliance with Nvidia, Anthropic and OpenAI https://aifactornews.com/stories/alphabets-double-negative-prints-cloud-doubles-search-slows-and-free-cash-flow-g AI Factor News en 2026-10-29T00:00:00.000Z Alphabet's double negative prints: Cloud doubles, search slows, and free cash flow goes negative a second straight quarter https://aifactornews.com/stories/the-fed-holds-at-3-75-4-00-with-two-votes-to-hike-a-5-05-10-year-and-oil-at-115 AI Factor News en 2026-10-29T00:00:00.000Z The Fed holds at 3.75-4.00% - with two votes to hike, a 5.05% 10-year, and oil at $115 https://aifactornews.com/stories/route-4-monetization-is-real-and-the-market-sold-it-anyway-servicenow-raises-its AI Factor News en 2026-10-29T00:00:00.000Z Route 4 monetization is real - and the market sold it anyway: ServiceNow raises its AI target to $1.7B, then falls 15-18% https://aifactornews.com/stories/google-puts-gemini-4-carbon-at-the-top-of-the-intelligence-index-defenders-first AI Factor News en 2026-10-29T00:00:00.000Z Google puts Gemini 4 Carbon at the top of the intelligence index - defenders first, and its promo price doubles on December 1 https://aifactornews.com/stories/physical-capacity-the-bottleneck-moves-down-the-stack-samsung-puts-4-9b-into-the AI Factor News en 2026-10-29T00:00:00.000Z Physical capacity: the bottleneck moves down the stack - Samsung puts $4.9B into the substrates every AI chip sits on https://aifactornews.com/stories/nvidias-dsx-pod-promises-an-ai-factory-in-14-days-deliveries-start-early-2027-so AI Factor News en 2026-10-29T00:00:00.000Z Nvidia's DSX POD promises an AI factory in 14 days - deliveries start early 2027, so file it under announced, not shipped https://aifactornews.com/stories/china-draws-a-line-around-its-ai-crown-jewels-23-technologies-added-to-the-restr AI Factor News en 2026-10-29T00:00:00.000Z China draws a line around its AI crown jewels: 23 technologies added to the restricted-export list https://aifactornews.com/stories/the-efficiency-check-edition-one-artificial-analysis-rebases-the-frontier-and-th AI Factor News en 2026-10-29T00:00:00.000Z The Efficiency Check, edition one: Artificial Analysis rebases the frontier - and the cheapest adequate model got cheaper