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what the industry is reading

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Top story Google will cut off Search access for schools that refuse to enable its AI features

The policy forces schools to accept AI Overviews and other AI tools in class accounts or lose Search entirely, drawing political backlash.

full coverage →googleeducationai
AMD posts record $13.4B quarter as data center revenue nearly doubles, stock jumps 8%

CEO Lisa Su called Q3 2026 the largest and most profitable quarter in AMD's history, driven by AI chip demand.

full coverage →amdearningsai-chips
Apple stock sinks as memory crisis hits profit forecast in Ternus's first earnings call

Apple's disappointing gross margin guidance, tied to surging memory costs, gave new CEO John Ternus his first major test.

full coverage →appleearningsmemory
Binance says fake job interviews and an internal AI tool enabled $6.3 billion heist

Binance's postmortem details a months-long North Korean campaign that researchers had warned about for years.

full coverage →binancesecuritycrypto
FTC opens probe into AI safety practices at Anthropic and OpenAI

The inquiry adds regulatory scrutiny to the leading frontier model developers.

full coverage →ftcregulationai
Nvidia China clients to receive just 1% of $70 billion in RTX chips ordered

Bloomberg reports the allocation reflects tightened US export rules on Nvidia's China sales.

full coverage →nvidiachinaexport-controls
Meta raises $15 billion in five-part bond sale to fund AI expansion

Meta is tapping debt markets alongside Oracle and Alphabet as hyperscalers borrow to build AI data centers.

full coverage →metabondsai-infrastructure
Amazon cargo plane crash leaves 5 dead; NTSB says pilot tried to abort landing

Investigators recovered cockpit voice recorder data indicating an attempted go-around before the crash.

full coverage →amazonaviationntsb
AMD's OpenAI and Meta chip deals trigger $1 billion quarterly charge

The charge reflects the cost of supply commitments tied to large AI accelerator agreements with OpenAI and Meta.

full coverage →amdopenaimeta
Hollywood backs NYT in AI copyright fight with OpenAI and Microsoft

Entertainment industry groups are siding with publishers in the lawsuit over training data.

full coverage →copyrightopenaimedia
Google researchers fight the company to publish what they know about AI risks

Internal tensions over disclosure highlight friction between safety staff and commercial priorities.

full coverage →googleai-safety
ChatGPT has reached roughly 20% of Google Search volume, OpenAI says

The figure underscores ChatGPT's growth as a search competitor, though profitability remains unclear.

full coverage →openaichatgptsearch
Canva lays off 22% of staff, about 1,271 people, in reorganization

CEO Melanie Perkins cited role changes and relocations as the company restructures.

full coverage →canvalayoffs
Fal raises $1.3B led by Bessemer, doubling valuation to $16B

The AI inference startup will spend the round on more computing capacity as demand surges.

full coverage →falfundingai-inference
China details plan to land astronauts on the Moon before 2030

Beijing outlined launch and communications standards for its crewed lunar program.

full coverage →chinaspacemoon
Nearly 2,000 Amazon workers to walk out over return-to-office mandate

Employees are protesting the company's in-office requirements.

full coverage →amazonlabor
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