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US officials believe Megaspeed executive Alice Huang is a Chinese asset who maintained a close relationship with Jensen Huang to pass intelligence to Beijing (New York Times)
Sources: Bloomberg, Susquehanna, and Jump Trading signed up for Truth Social's fast API feed of President Trump's posts, paying $60K to $100K per month (Reuters)
A profile of Nscale CEO Josh Payne, who is proceeding with plans for a US IPO that sources say, is targeting a $30B valuation despite some investor pushback (Mark Bergen/Bloomberg)
How Maynard v. Snapchat, a 2016 lawsuit linked to a car crash involving Snapchat's speed filter, sparked social media's legal reckoning over user safety (Olivia Carville/Bloomberg)
STMicro reports Q3 revenue up 17.9% YoY to $3.76B, operating income up 98% to $429M, above $400.5M est., and forecasts $4.15B in Q4 revenue, above $4.10B est. (Reuters)
A profile of Tencent Cloud CEO Dowson Tong, who is shifting Tencent's AI focus toward businesses and betting on its Claude Cowork-style assistant WorkBuddy (Bloomberg)
Bluesky blocks links to a leaked archive containing personal data of 41,000+ DHS employees and contractors, saying it was "shared without their authorization" (Wired)
National Student Clearinghouse: US computer science enrollment fell 12%+ for undergrads and 10%+ for grad students this fall, as AI reduces coding jobs (Elizabeth Rembert/Bloomberg)
Google plans to expand "high-quality ads within AI Overviews in AI Mode" into international markets, as growth in its core search ad business slows (Lauren Forristal/TechCrunch)
Samsung's shares fall up to 6.6%, as a lack of a new shareholder return plan, higher capex, and its chip unit's Q3 profit miss weigh on investor sentiment (Bloomberg)
Samsung expects capex to rise ~60% to ~$63B in 2026, with HBM capacity sold out through 2027 and 10 long-term supply deals secured with key customers (Bloomberg)
Google reports Search revenue up 12% YoY to $63.25B in Q3 2026, down from 14.5% in Q3 2025, and attributes the slowdown to "lower monetization" in AI Mode (Simon Sharwood/The Register)
DoorDash moves its Q3 earnings release from November 4 to before the market opens on October 29, amid reports of an imminent ~$17B deal to acquire Instacart (Ville Heiskanen/Bloomberg)
Fragment, which uses AI to resolve purchasing and payment issues across manufacturing datasets, emerges from stealth with $56M from 8VC and others (Chris Metinko/Axios)
How surging demand from AI hyperscalers has quintupled flash memory prices and shifted market and negotiating power from Apple to suppliers like Kioxia (Rolfe Winkler/Wall Street Journal)

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