Articles from www.wsj.com

Articles from www.wsj.com

Sources: neoclouds CoreWeave, Nebius, and Nscale have effectively been shut out of the bond market in recent weeks as lenders and investors demand tougher terms (www.wsj.com)
1 day ago

Sources: OpenAI has secured ~$11B in commitments for its latest funding round, less than half its initial $30B target, and expects to raise more in coming weeks (www.wsj.com)
1 day ago

S-1: Anthropic says it heavily depends on TSMC chips made in Taiwan and warns of risks from “potential disruption” amid geopolitical tensions with China (www.wsj.com)
2 days ago China Taiwan

Sources: Google, Meta, and other tech companies are resisting broad ICE user data demands as they face potential Democratic-led congressional investigations (www.wsj.com)
2 days ago Google

eBay reports Q3 revenue up 14% YoY to $3.21B, above $3.12B est., GMV up 15% to $23.17B, above $22.32B est., and adjusted EPS of $1.51, above est.; EBAY jumps 4% (www.wsj.com)
2 days ago eBay

How surging demand from AI hyperscalers has quintupled flash memory prices and shifted market and negotiating power from Apple to suppliers like Kioxia (www.wsj.com)
3 days ago AI Apple

eBay reports Q3 revenue up 14% YoY to $3.21B, above $3.12B est., and GMV up 15% to $23.17B, above $22.32B est.; EBAY jumps 4%+ after hours (www.wsj.com)
3 days ago eBay

Etsy reports Q3 revenue up 11% YoY to $692.5M, above $668M est., net income of $853.5M after selling Depop, and gross merchandise sales up 9% YoY to $2.65B (www.wsj.com)
3 days ago

Letter: Senator Elizabeth Warren asks Dario Amodei for “exhaustive responses” to four pages of questions by November 3 regarding existential risks in its S-1 (www.wsj.com)
3 days ago

Anthropic's S-1 implies a $40T+ annual TAM based the economic value of knowledge work in 2025, topping SpaceX's $28.5T estimate, without explicitly naming it (www.wsj.com)
4 days ago SpaceX

SK Hynix plans to return $22B+ in dividends and ~$15B in buybacks to shareholders, on top of its ~$30B buyback program completed in August (www.wsj.com)
4 days ago

PayPal reports Q3 revenue up 2% YoY to $8.58B, below $8.71B est., TPV up 6% to $487.14B, and raises full-year adjusted EPS guidance to ~$5.60, above $5.39 est. (www.wsj.com)
4 days ago

Sources: Broadcom CEO Hock Tan held 11th-hour talks and agreed to higher rates and loan guarantees to secure bank participation in the $63B Anthropic debt deal (www.wsj.com)
4 days ago

Nvidia and Meta expand their Muse partnership, including Meta deploying more Vera Rubin and Vera CPUs; Nvidia will invest $3B in Meta's planned equity fundraise (www.wsj.com)
4 days ago Nvidia Equity

Sources: DoorDash is in advanced talks to acquire Instacart, and the deal could be completed as soon as this week (www.wsj.com)
5 days ago

Few VC firms are mentioned in Anthropic's S-1, except Spark, which invested ~$800M across six rounds and whose GP Yasmin Razavi is the sole VC on its board (www.wsj.com)
5 days ago

Anthropic's S-1 lists 94 pages of risk factors and warns that the “scale of harm” from a “catastrophic” AI incident might mean it is unable to obtain insurance (www.wsj.com)
5 days ago AI Insurance

Sources: Anthropic is aiming to go public the week of November 16 and could raise ~$100B at a $1.5T to $2T valuation, after initially preparing for October (www.wsj.com)
5 days ago

LSEG agrees to acquire Octus, an NY-based provider of credit intelligence, data, and workflow software, from Permira and Octus' management for $3.54B in cash (www.wsj.com)
7 days ago Intelligence

An interview with Ciena CEO Gary Smith, a veteran of the 2001 telecoms crash, on AI demand outpacing supply for Ciena's optical networking chips, and more (www.wsj.com)
7 days ago Interview AI

Ukraine says Starshield was working normally again on Saturday morning; US officials said Trump asked Elon Musk to restore the service (www.wsj.com)
7 days ago Trump Ukraine Elon Musk

SK Hynix says its SSD subsidiary Solidigm has halted a review of a potential US IPO to fund a new US chip fab, citing “market conditions and share price trends” (www.wsj.com)
9 days ago IPO

OpenAI suspected the three fired researchers of leaking internal model designs to AI safety researcher Ryan Greenblatt, including via disappearing Signal chats (www.wsj.com)
9 days ago AI

US officials say Trump asked Elon Musk to lift Starshield restrictions; Ukraine officials said it was not fully fixed Thursday but was working at higher speeds (www.wsj.com)
9 days ago Trump Ukraine Elon Musk

1Password passes $500M in ARR, up from $400M in November 2025, driven by enterprise AI coding assistants and agents, and announces 1Password for Agents (www.wsj.com)
9 days ago AI

IBM reports Q3 revenue up 5% YoY to $17.1B, above $16.82B est., net income up 26% to $2.19B, software revenue up 8% to $7.8B, and infrastructure revenue up 4% (www.wsj.com)
10 days ago IBM

Meta says it will create a new class of nonvoting stock to raise the capital it needs for developing AI models, with an effective date in January 2027 (www.wsj.com)
10 days ago AI

PHP discloses a critical memory-management vulnerability, dubbed “PHP2Shell”, that affects up to 70% of websites, discovered using GPT-5.6 Sol in August (www.wsj.com)
10 days ago

Demis Hassabis says he expects AGI within two to three years, down from his three-to-five-year prediction earlier in 2026, and discusses AI's science potential (www.wsj.com)
10 days ago AI

SpaceX reports Q3 capex of $19.6B, up from $6.9B a year earlier, and Q3 connectivity revenue, which includes Starlink, up 69% YoY to $5.2B (www.wsj.com)
11 days ago SpaceX

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