https://aifactornews.com/stories/seagate-posts-record-margins-guides-higher-and-falls-4-6-the-expectations-bar-ag AI Factor News en 2026-10-28T00:00:00.000Z Seagate posts record margins, guides higher — and falls 4-6%: the expectations bar, again https://aifactornews.com/stories/nvidia-takes-gtc-to-washington-500b-in-blackwell-and-rubin-orders-through-2026-a AI Factor News en 2026-10-28T00:00:00.000Z Nvidia takes GTC to Washington: $500B in Blackwell and Rubin orders through 2026, and the government as a customer https://aifactornews.com/stories/openai-finishes-its-for-profit-conversion-the-ipo-question-moves-from-if-to-when AI Factor News en 2026-10-28T00:00:00.000Z OpenAI finishes its for-profit conversion — the IPO question moves from 'if' to 'when' https://aifactornews.com/stories/meta-runs-three-silicon-tracks-at-once-amd-capacity-a-multiyear-nvidia-pact-and AI Factor News en 2026-10-28T00:00:00.000Z Meta runs three silicon tracks at once: AMD capacity, a multiyear Nvidia pact, and Samsung foundry talks for its own chips https://aifactornews.com/stories/microsoft-takes-copilot-cowork-to-general-availability-agents-billed-for-work-do AI Factor News en 2026-10-28T00:00:00.000Z Microsoft takes Copilot Cowork to general availability — agents billed for work done, not seats sat in https://aifactornews.com/stories/neocloud-split-screen-a-contested-coreweave-delay-in-texas-while-crusoe-raises-1 AI Factor News en 2026-10-28T00:00:00.000Z Neocloud split screen: a contested CoreWeave delay in Texas, while Crusoe raises $1.38B at a valuation above $30B https://aifactornews.com/stories/the-wcld-watch-datadog-ships-ai-security-and-observability-into-the-agent-era-an AI Factor News en 2026-10-28T00:00:00.000Z The WCLD watch: Datadog ships AI security and observability into the agent era — and reports November 4 https://aifactornews.com/stories/verdict-day-the-fed-decides-at-2-p-m-then-microsoft-and-alphabet-report-with-bre AI Factor News en 2026-10-28T00:00:00.000Z Verdict day: the Fed decides at 2 p.m., then Microsoft and Alphabet report — with Brent at $115 and the 10-year at 4.99% https://aifactornews.com/stories/ai-of-things-waymo-adds-nearly-250-square-miles-of-driverless-territory-in-five AI Factor News en 2026-10-28T00:00:00.000Z AI of Things: Waymo adds nearly 250 square miles of driverless territory in five cities in one week https://aifactornews.com/stories/the-1-era-ends-anthropics-gsa-deal-moves-claude-to-metered-tokens-at-40-off-open AI Factor News en 2026-10-28T00:00:00.000Z The $1 era ends: Anthropic's GSA deal moves Claude to metered tokens at 40% off, open to states and cities https://aifactornews.com/stories/the-buildout-is-accelerating-not-slowing-vertiv-sales-jump-61-orders-more-than-d AI Factor News en 2026-10-28T00:00:00.000Z The buildout is accelerating, not slowing: Vertiv sales jump 61%, orders more than double, and guidance goes up https://aifactornews.com/stories/ge-vernovas-backlog-hits-197b-gas-under-contract-heads-to-130-gw-and-it-buys-gri AI Factor News en 2026-10-28T00:00:00.000Z GE Vernova's backlog hits $197B, gas under contract heads to 130 GW — and it buys grid maker Trench for $9B https://aifactornews.com/stories/genie-4-talks-back-deepminds-world-model-adds-native-audio-and-live-steering-in AI Factor News en 2026-10-28T00:00:00.000Z Genie 4 talks back: DeepMind's world model adds native audio and live steering, in research preview https://aifactornews.com/stories/the-morning-data-beat-consumer-confidence-jumps-to-91-7-and-core-capex-orders-ri AI Factor News en 2026-10-28T00:00:00.000Z The morning data beat: consumer confidence jumps to 91.7 and core capex orders rise 2.2% — hours before the Fed https://aifactornews.com/stories/teslas-houston-robotaxi-map-is-partly-fake-a-tracker-finds-while-its-austin-mile AI Factor News en 2026-10-28T00:00:00.000Z Tesla's Houston robotaxi map is partly 'fake,' a tracker finds — while its Austin miles edge past Waymo's in that one city https://aifactornews.com/stories/the-memory-toll-booth-is-printing-money-sk-hynix-posts-an-80-operating-margin-an AI Factor News en 2026-10-28T00:00:00.000Z The memory toll booth is printing money: SK hynix posts an 80% operating margin and says HBM is sold out through 2029 https://aifactornews.com/stories/beware-of-scary-headlines-chinas-burst-ai-bubble-still-trades-at-three-times-the AI Factor News en 2026-10-27T00:00:00.000Z Beware of scary headlines: Reuters report misleads the US impact of a 40% China AI trade meltdown https://aifactornews.com/stories/day-two-of-the-s-1-anthropics-costs-are-locked-in-for-a-decade-most-of-its-custo AI Factor News en 2026-10-27T00:00:00.000Z Day two of the S-1: Anthropic's costs are locked in for a decade — most of its customers can walk away https://aifactornews.com/stories/microsoft-opens-a-voluntary-exit-door-to-about-60-000-people-read-the-number-cor AI Factor News en 2026-10-27T00:00:00.000Z Microsoft opens a voluntary exit door to about 60,000 people — read the number correctly https://aifactornews.com/stories/reported-tsmc-weighs-a-10-20-price-hike-on-the-packaging-step-every-ai-chip-must AI Factor News en 2026-10-27T00:00:00.000Z Reported: TSMC weighs a 10-20% price hike on the packaging step every AI chip must pass through https://aifactornews.com/stories/the-fomc-opens-today-with-oil-at-115-a-hold-is-expected-december-is-the-fight AI Factor News en 2026-10-27T00:00:00.000Z The FOMC opens today with oil at $115: a hold is expected, December is the fight https://aifactornews.com/stories/cadence-puts-ai-agents-inside-the-chip-design-shop-and-lets-customers-keep-them AI Factor News en 2026-10-27T00:00:00.000Z Cadence puts AI agents inside the chip-design shop — and lets customers keep them behind their own firewalls https://aifactornews.com/stories/apple-demand-check-the-duo-is-sold-out-into-january-and-the-first-crack-reports AI Factor News en 2026-10-27T00:00:00.000Z Apple demand check: the Duo is sold out into January — and the first crack reports are in https://aifactornews.com/stories/digitalocean-rises-6-8-into-its-november-3-print-the-agent-clouds-small-cap-test AI Factor News en 2026-10-27T00:00:00.000Z DigitalOcean rises 6.8% into its November 3 print — the agent cloud's small-cap test https://aifactornews.com/stories/nvidia-puts-3b-into-metas-upsized-97-5b-raise-and-the-chip-sellers-become-the-bu AI Factor News en 2026-10-27T00:00:00.000Z Nvidia puts $3B into Meta's upsized $97.5B raise — and the chip sellers become the buyers https://aifactornews.com/stories/mid-morning-tape-oil-eases-toward-110-durables-beat-confidence-jumps-the-fomc-ge AI Factor News en 2026-10-27T00:00:00.000Z Mid-morning tape: oil eases toward $110, durables beat, confidence jumps — the FOMC gets a calmer room https://aifactornews.com/stories/argentum-ai-hunts-5b-for-chips-as-neocloud-credit-tightens-the-two-tier-financin AI Factor News en 2026-10-27T00:00:00.000Z Argentum AI hunts $5B for chips as neocloud credit tightens — the two-tier financing market, in one deal https://aifactornews.com/stories/cornings-genai-fiber-sales-doubled-the-buildouts-least-glamorous-layer-prints-a AI Factor News en 2026-10-27T00:00:00.000Z Corning's GenAI fiber sales doubled — the buildout's least glamorous layer prints a beat https://aifactornews.com/stories/celestica-revenue-83-a-40b-2027-target-and-a-140m-free-cash-flow-cut-to-pay-for AI Factor News en 2026-10-27T00:00:00.000Z Celestica: revenue +83%, a $40B 2027 target — and a $140M free-cash-flow cut to pay for it https://aifactornews.com/stories/wall-street-lines-up-63b-to-buy-broadcom-chips-for-anthropic-the-landlord-model AI Factor News en 2026-10-27T00:00:00.000Z Wall Street lines up $63B to buy Broadcom chips for Anthropic — the landlord model, financed