https://aifactornews.com/stories/wcld-watch-okta-joins-the-s-and-p-500-on-wednesday-the-agent-identity-toll-booth AI Factor News en 2026-11-02T00:00:00.000Z WCLD watch: Okta joins the S and P 500 on Wednesday — the agent-identity toll booth gets an index seat https://aifactornews.com/stories/aramco-closes-its-49-percent-of-humain-2-6b-in-cash-plus-its-ai-assets-announced AI Factor News en 2026-11-02T00:00:00.000Z Aramco closes its 49 percent of HUMAIN: $2.6B in cash plus its AI assets — announced capacity, honestly labeled: 3 GW by 2030 is a target, not a site list https://aifactornews.com/stories/ai-of-things-meta-built-a-humanoid-in-three-months-max-a-1-5-meter-muse-with-a-b AI Factor News en 2026-11-02T00:00:00.000Z AI of Things: Meta built a humanoid in three months — Max, a 1.5-meter Muse with a body, built with China's Fourier on Nvidia's Jetson Thor https://aifactornews.com/stories/marvell-to-buy-lumentum-in-a-115b-all-stock-deal-the-optical-layer-gets-its-broa AI Factor News en 2026-11-02T00:00:00.000Z Marvell to buy Lumentum in a $115B all-stock deal — the optical layer gets its Broadcom challenger, on a morning Lumentum guides revenue up another 27 percent https://aifactornews.com/stories/midday-reversal-oil-dives-about-7-percent-on-iran-diplomacy-signals-stocks-rally AI Factor News en 2026-11-02T00:00:00.000Z Midday reversal: oil dives about 7 percent on Iran diplomacy signals, stocks rally — Dow up about 1 percent, Amazon up more than 4 percent at 11:31 a.m. https://aifactornews.com/stories/apple-reports-tonight-ternuss-first-earnings-test-with-memory-costs-the-100-year AI Factor News en 2026-11-02T00:00:00.000Z Apple reports tonight: Ternus's first earnings test, with memory costs — the 100-year flood — against a product blitz https://aifactornews.com/stories/semianalysis-gdpx-the-best-frontier-model-solves-12-percent-of-real-economic-wor AI Factor News en 2026-11-02T00:00:00.000Z SemiAnalysis GDPx: the best frontier model solves 12 percent of real economic work — and Opus costs $51 a task doing it https://aifactornews.com/stories/oracle-files-to-raise-20b-10b-in-stock-10b-in-bonds-and-the-market-charges-it-5 AI Factor News en 2026-11-02T00:00:00.000Z Oracle files to raise $20B — $10B in stock, $10B in bonds — and the market charges it 5 to 6 percent on the spot https://aifactornews.com/stories/ism-manufacturing-rises-to-55-5-in-october-production-strongest-since-2021-facto AI Factor News en 2026-11-02T00:00:00.000Z ISM manufacturing rises to 55.5 in October — production strongest since 2021, factory employment expands a fourth month, input prices still at 75.2 https://aifactornews.com/stories/the-debt-ledger-totaled-magnificent-seven-borrowing-up-45-percent-to-578b-sbi-re AI Factor News en 2026-11-02T00:00:00.000Z The debt ledger, totaled: Magnificent Seven borrowing up 45 percent to $578B — SBI Research prices the yield risk at $1.67-2T of market value https://aifactornews.com/stories/physical-capacity-shipped-koreas-chip-exports-jump-259-percent-to-56-4b-in-octob AI Factor News en 2026-11-01T00:00:00.000Z Physical capacity, shipped: Korea's chip exports jump 259 percent to $56.4B in October — memory is 49 percent of everything Korea sells the world https://aifactornews.com/stories/nine-of-ten-frontier-models-lifted-their-own-spending-caps-cornell-and-yale-show AI Factor News en 2026-11-01T00:00:00.000Z Nine of ten frontier models lifted their own spending caps: Cornell and Yale show agent guardrails fail when the agent can read the approval email https://aifactornews.com/stories/openais-post-midterm-push-ai-speed-limits-community-compacts-and-rebranding-data AI Factor News en 2026-11-01T00:00:00.000Z OpenAI's post-midterm push: AI speed limits, community compacts — and rebranding data centres as AI compute campuses https://aifactornews.com/stories/linux-7-4s-record-merge-window-almost-20-000-commits-ai-assisted-patches-up-2-4x AI Factor News en 2026-11-01T00:00:00.000Z Linux 7.4's record merge window: almost 20,000 commits, AI-assisted patches up 2.4x — and Torvalds calls it a much healthier model https://aifactornews.com/stories/the-shopping-bots-come-for-amazon-metas-muse-passes-10-million-agents-walmart-an AI Factor News en 2026-11-01T00:00:00.000Z The shopping bots come for Amazon: Meta's Muse passes 10 million agents, Walmart and Shopify sign on — Amazon blocks it and bets on Alexa