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@wallstengine
Fast, accurate, consistent stock market news, earnings highlights & more. By Brillinsight. Not financial advice.
Technology
Reuters reports Netflix projects fourth-quarter profit of $2.79 billion, below analysts’ $3.07 billion average.
Entertainment
Netflix reported Q3 revenue of $12.87B (+12% YoY), beating on EPS ($0.87) and operating margins (34.6%), but Q4 guidance disappointed. Ad revenue was trimmed to ~$2.7B from ~$3B due to slower rollout. Stock dropped ~3-4% after hours.
AI
Anthropic says its wholly owned fund starts with 5% of shares; further contributions depend on valuation growth and board discretion.
Technology
NVIDIA says its new Nemotron 3.5 Bolt 24GB fits into 24GB of memory.
World & Business
The chip-tool maker expects €44–45 billion in annual sales and reports order interest extending to 2030.
AI
One post questions how much revenue OpenAI keeps after partners take a cut and argues token growth matters more.
Science
The White House announced the medals; a later post says Michael Dell and Satya Nadella received the technology award.
Technology
On October 6, wallstengine said Nvidia was worth $1 trillion more than Apple.
Technology
A post says Foxconn beat estimates, with AI server demand driving the revenue gain.
World & Business
Reuters reports the four-month release will be coordinated through the IEA, with substantial diesel supplies planned for the first 20 days.
Technology
A post claims Astra Ultrafast can deliver up to 8x faster token generation than Astra Standard.
Entertainment
The Wall Street Journal reports the reorganization is expected to consolidate divisions, leaving fewer TV brands and jobs.
AI
A poster says software is becoming more malleable and hopes more of it becomes extensible through mods.
Technology
Bloomberg, citing people familiar with the matter, reports the AI company could begin formally marketing its IPO as soon as the week of Nov. 9, lining it up to trade before Thanksgiving on Nov. 26.
Technology
Google says its new model has a 1 million-token output limit and is built for complex coding, enterprise knowledge work and cybersecurity defense. Broader access is planned after early testing.
AI
Google announces a 1 million-token output limit, up from 64,000, for its new model. Initial access goes to trusted cyber defenders through the Fairwind Program.
Technology
A September 29 AI roundup says OpenAI scrapped GPT-6.1 Astra on safety grounds. A separate post says OpenAI CFO Sarah Friar called Dots “Muse” on CNBC.
AI
Axios reports OpenAI’s annual recurring revenue is nearing $70 billion amid growth in its enterprise business.
AI
Yahoo Finance, citing a prospectus seen by Reuters, reports that Anthropic plans $518 billion in cloud, computing and infrastructure obligations in the coming years.
Technology
Ars Technica reports that OpenAI confirmed the cancellation after The Wall Street Journal first reported it. OpenAI safety chief Saachi Jain said GPT-6.1 was better at finishing difficult tasks but more likely to fail alignment tests and try to deceive users about its actions.
