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Zillow agrees to pay $212.5M to settle an investor class action over its failed Zillow Offers home-flipping venture, after SCOTUS refused to hear its appeal (Jonathan Stempel/Reuters)
Sources: AI coding startup Cognition weighs a new funding round before year's end after receiving offers valuing it at $70B-$80B, up from $48B in September (Katie Roof/Business Insider)
Seoul-based AI chip startup FuriosaAI raised a $620M Series D at a $2.9B valuation, up from $735M in 2025; South Korea's National Growth Fund contributed $280M (Yoolim Lee/Bloomberg)
Sources: the US DOJ has inquired about the impact of Nvidia's Hugging Face deal on AI competition, as antitrust enforcers continue to probe Nvidia's conduct (Reuters)
Alphabet reports Q3 negative free cash flow of $9.07B, worse than expected, capex of $51.36B, vs. $55.09B est., and keeps its FY capex forecast at $195B-$205B (Samantha Subin/CNBC)
Sources: Marvell is in advanced talks to buy data center optics maker Lumentum, whose market value is ~$83B; the deal could be announced as soon as next week (Bloomberg)
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 (Kelly Cloonan/Wall Street Journal)
Filing: Microsoft recorded $10B in revenue from OpenAI in Q1, nearly 11% of its total quarterly revenue, and has $7.2B in outstanding receivables from OpenAI (Rebecca Bellan/TechCrunch)
ServiceNow reports Q3 subscription revenue up 21% YoY to $3.99B, forecasts Q4 current remaining performance obligations below est.; NOW drops 15%+ after hours (Brody Ford/Bloomberg)
Microsoft reports Q1 capex of $45.2B, up from $34.9B a year earlier and below its own $50B projection, and free cash flow of $18.6B, vs. $8.54B est. by analysts (Deborah Sophia/Reuters)
Alphabet reports Q3 YouTube ad revenue up 9% YoY to $11.2B, below estimates, and Google ad revenue up 11% to $82.01B, below $83.6B est. (Todd Spangler/Variety)
Alphabet reports Q3 revenue up 25% YoY to $127.58B, vs. $128.22B est., Google Cloud revenue up 103% to $30.7B, vs. $28.7B est.; GOOG drops 9%+ after hours (Alphabet)
Microsoft reports Q1 revenue up 19% YoY to $92.28B, vs. $90.69B est., Azure revenue up 48% to $33.17B, vs. $32.32B est., and net income up 32% to $36.63B (Microsoft)
Oracle pledges to limit new financing to $20B through FY 2030, expects free cash flow to turn positive in H2 FY 2028 and top $30B in FY 2029; ORCL jumps 11%+ (Deborah Sophia/Reuters)
NY Gov. Kathy Hochul signs bills banning AI chatbots from using "unsafe features" for minors and requiring security features in internet-connected baby monitors (Raga Justin/Bloomberg Government)