https://aistockwire.com/blog/sam-altman-openai-pc-ram-quite-terrible-dram-shortage-november-2026 AIStockWire en 2026-11-04T17:58:51.961Z OpenAI CEO Sam Altman called PC RAM 'quite terrible.' He now says that was taken out of context. https://aistockwire.com/blog/riot-platforms-corsicana-28-billion-powered-land-lease-november-2026 AIStockWire en 2026-11-04T17:12:27.735Z Riot Platforms (RIOT) filing names Anthropic as the tenant in its $28 billion Corsicana lease https://aistockwire.com/blog/sk-hynix-skhy-hyaico-penguin-solutions-peng-stake-sk-telecom-november-2026 AIStockWire en 2026-11-04T15:48:39.420Z SK Hynix (SKHY) pays $377 million for Penguin Solutions (PENG) stake SK Telecom bought for $200 million https://aistockwire.com/blog/apple-aapl-10-k-ai-agents-risk-factor-resisting-instructions-november-2026 AIStockWire en 2026-11-04T15:20:45.658Z Apple's (AAPL) new AI warning: agents could defy instructions and hide their actions https://aistockwire.com/blog/spacex-spcx-qualcomm-qcom-5g-network-cost-estimates-november-2026 AIStockWire en 2026-11-04T14:43:16.919Z SpaceX (SPCX) picks Qualcomm (QCOM) for its 5G network. Estimates of the cost go as high as $500 billion. https://aistockwire.com/blog/google-googl-terawulf-wulf-anthropic-19-billion-lease-backstop-november-2026 AIStockWire en 2026-11-04T14:27:22.413Z Google (GOOGL) could replace Anthropic as TeraWulf's (WULF) tenant on $19 billion of leases if Anthropic defaults https://aistockwire.com/blog/voters-data-center-limits-midterms-amazon-applied-digital-november-2026 AIStockWire en 2026-11-04T14:22:55.847Z Voters back data center limits across the U.S., but Amazon's (AMZN) and Applied Digital's (APLD) plans survive for now https://aistockwire.com/blog/tesla-tsla-korea-fsd-consumer-group-complaint-fair-trade-november-2026 AIStockWire en 2026-11-04T02:07:52.449Z Tesla (TSLA) charged Koreans for FSD for three years before it applied for approval https://aistockwire.com/blog/anthropic-flashprove-provable-inference-ai-model-proof-november-2026 AIStockWire en 2026-11-03T23:30:51.001Z Anthropic's FlashProve aims to prove which AI model wrote a response, something mathematicians asked labs to disclose https://aistockwire.com/blog/arista-networks-anet-q3-2026-earnings-fastest-growth-since-ipo-november-2026 AIStockWire en 2026-11-03T22:46:19.569Z Arista Networks (ANET) forecasts about $18.5 billion in 2027 revenue after its fastest growth since its IPO https://aistockwire.com/blog/amd-amd-q3-2026-earnings-17-billion-forecast-gross-margin-warrants-november-2026 AIStockWire en 2026-11-03T22:20:15.786Z AMD (AMD) expects revenue to grow more than 80% in 2027 as it forecasts a $17 billion quarter https://aistockwire.com/blog/amazon-oracle-bond-spreads-cash-flow-credit-ratings-meta-november-2026 AIStockWire en 2026-11-03T21:07:20.481Z Amazon (AMZN) is burning more cash than Oracle (ORCL), but bond investors charge Oracle far more https://aistockwire.com/blog/sk-hynix-skhy-solidigm-new-york-dalian-china-license-november-2026 AIStockWire en 2026-11-03T19:40:08.659Z SK Hynix's (SKHY) New York chip plans wait on US licenses for its China fab https://aistockwire.com/blog/binance-hack-fake-job-interview-ai-tool-eip-7702-november-2026 AIStockWire en 2026-11-03T19:05:31.886Z Binance says its $6.34 billion hack took months and used a fake job interview. Hackers then used its own AI tool to reach wallet engineers. https://aistockwire.com/blog/alphabet-googl-euro-bond-spreads-muni-prepaid-energy-deal-november-2026 AIStockWire en 2026-11-03T17:16:42.327Z Alphabet (GOOGL) pays more on euro bonds, then lines up a $1.5 billion muni energy deal https://aistockwire.com/blog/openai-chatgpt-search-one-fifth-google-googl-what-counts-november-2026 AIStockWire en 2026-11-03T16:53:43.657Z OpenAI says ChatGPT handles about a fifth as many searches as Google (GOOGL). Each question that searches the web counts as one. https://aistockwire.com/blog/crowdstrike-crwd-ai-kill-switch-agents-fiddler-dreadnode-november-2026 AIStockWire en 2026-11-03T15:45:57.789Z CrowdStrike (CRWD) launches an AI kill switch that stops agents, not models, and buys two AI security startups https://aistockwire.com/blog/naver-035420-nvidia-final-share-count-stronger-won-november-2026 AIStockWire en 2026-11-03T15:08:38.796Z Naver (035420) closed 17% below the price Nvidia (NVDA) pays on Friday. A stronger won cut Nvidia's share count by 9.4%. https://aistockwire.com/blog/intel-intc-45-percent-october-drop-foundry-18a-wafers-november-2026 AIStockWire en 2026-11-03T14:40:36.480Z Intel (INTC) fell 45% in October. About half of that drop came before its PC warning. https://aistockwire.com/blog/nvidia-nvda-51-percent-rule-china-cloud-customers-explained-november-2026 AIStockWire en 2026-11-03T13:25:13.197Z Nvidia's (NVDA) reported 51% rule for cloud providers serving Chinese customers, explained https://aistockwire.com/blog/oracle-orcl-bond-spreads-widen-microsoft-ai-debt-tracker-november-2026 AIStockWire en 2026-11-03T00:03:35.531Z Oracle's (ORCL) shortest new bond pays more than Microsoft's longest as its bond spreads widen again https://aistockwire.com/blog/apple-aapl-q4-2026-earnings-iphone-china-inventory-november-2026 AIStockWire en 2026-11-02T22:44:14.205Z Apple (AAPL) beats estimates but forecasts slower holiday growth as memory costs squeeze margins https://aistockwire.com/blog/fabrinet-fn-q1-fy2027-earnings-guidance-capacity-spending-november-2026 AIStockWire en 2026-11-02T22:18:15.403Z Fabrinet (FN) forecasts up to $1.65 billion in quarterly revenue as it more than triples spending on capacity https://aistockwire.com/blog/palantir-pltr-q3-2026-earnings-us-commercial-tops-government-november-2026 AIStockWire en 2026-11-02T21:56:16.918Z Palantir (PLTR) U.S. commercial revenue tops government sales for the first time as revenue jumps 96% https://aistockwire.com/blog/bond-market-ai-not-inflation-10-year-yield-oil-breakeven-october-2026 AIStockWire en 2026-11-02T20:52:52.068Z Oil fell 7% and the 10-year yield barely moved. Bonds look more worried about AI than inflation.