Techmeme
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Walmart unveils its Agent Gateway, a new MCP server to help users' approved AI agents shop its website, and dedicated Agent Profiles with special "terms" for AI (Sarah Perez/TechCrunch)
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Sources: DeepSeek raised ~$15B in its latest fundraising round, one of China's largest ever, with CATL and Tencent among the biggest contributors (Lulu Yilun Chen/Bloomberg)
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AWS analysts claim that at least one actor started to exploit the PHP2Shell bugs on October 17, four days prior to the vulnerabilities' public disclosure (Lily Hay Newman/Wired)
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GM says it plans to debut OnStar AI, an in-car assistant that can execute vehicle functions and run diagnostics via voice commands, in the 2027 Cadillac Lyriq (Aarian Marshall/Wired)
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Sources: advisers within Elon Musk's empire are pushing to announce a SpaceX-Tesla merger by H1 2027 so it can close while President Trump remains in power (Bloomberg)
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Cloud provider Railway says an unauthorized party may have accessed customer encrypted environment variables and, for some, obtained the decrypted contents (Jacob Cooper/Railway Blog)
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AuxoAI, which helps large businesses build and deploy AI systems, raised a $20.7M Series A led by NTTVC to accelerate growth and scale (Kyt Dotson/SiliconANGLE)
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SAP: Q3 cloud revenue up 25% YoY to €6.67B, vs. €6.57B est., total revenue up 12% to €10.27B, current cloud backlog up 26% to €24.1B, all in constant currencies (Christina Kyriasoglou/Bloomberg)
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IBM reports Q3 revenue up 5% YoY to $17.1B, above $16.82B est., net income up 26% to $2.19B, software revenue up 8% to $7.8B, and infrastructure revenue up 4% (Elias Schisgall/Wall Street Journal)
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GitLab patches a critical flaw that lets unauthenticated attackers run code on self-managed servers, affecting every release since 7.0 in 2014 (Swati Khandelwal/The Hacker News)
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Texas Instruments reports Q3 revenue up 28% YoY to $6.06B, above $5.93B est., net income up 78% YoY to $2.43B, and forecasts $5.8B-$6.3B in Q4, vs. $5.73B est. (Ian King/Bloomberg)
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Mark Zuckerberg says Muse has drawn 10M+ users since its launch and 25%+ of users are making purchases through the app, with an average purchase size of $200+ (Business Insider)
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Meta expects its 2026 capex to be $135B-$145B, vs. $130B-$145B previously, and forecasts Q4 revenue of $73B-$76B, vs. $73.6B est.; META jumps 3%+ after hours (Riley Griffin/Bloomberg)
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Anthropic unveils Claude Duet, a proactive agent app on iOS, Android, and the web that works in the background, in research preview for US Pro and Max users (Claude)
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Filing: Mark Zuckerberg commits to staying in Meta's HQ jurisdiction in return for nonvoting shares; he weighed leaving California over a proposed wealth tax (Bloomberg)