18 October 1

1. 14:05

   CoreWeave Bonds Slide as AI Data Center Debt Financing Faces Market Stress Test

   CoreWeave bonds and shares fell sharply in mid-October 2026 as yields climbed and credit spreads widened on concerns over its $35.6 billion debt load for GPU expansion.

   3 min

1 November 1

1. 23:27

   Microsoft Azure revenue hits $33.2 billion in fiscal 2027 Q1 with 48% growth

   Microsoft reported Azure revenue of $33.2 billion for the quarter ended September 30, 2026, marking 48% year-over-year growth and the first standalone quarterly figure after restatement.

   3 min

31 October 1

1. 18:33

   SK Hynix Q3 2026 Profit Hits Record on HBM Demand

   SK Hynix delivered record Q3 2026 revenue and operating profit driven by HBM shipments to AI customers, with capacity sold out through 2029.

   3 min

29 October 1

1. 15:29

   Fortinet Q3 2026 Earnings Preview Centers on AI Cybersecurity Services

   Fortinet reports Q3 2026 results after the close on October 28, with new AI guardrail and SASE services in focus amid strong enterprise demand.

   2 min

25 October 1

1. 15:29

   Palantir AIP Drives Expected Q3 2026 Revenue Growth as Enterprise AI Adoption Accelerates

   Palantir guided for $2.160–2.164 billion revenue in Q3 2026, supported by AIP platform momentum in commercial segments and sovereign AI deployments.

   2 min

23 October 2

1. 23:27

   IBM Hybrid Cloud Revenue Grows 11 Percent in Q3 2026 as Enterprises Advance Mainframe Modernization

   IBM reported total revenue of $17.1 billion for Q3 2026, with its software segment including hybrid cloud rising 8 percent and Red Hat offerings advancing 11 percent.

   3 min
2. 18:33

   LSEG Octus Acquisition Expands Credit Intelligence Data Capabilities with $3.54 Billion Deal

   London Stock Exchange Group agrees to purchase Octus for $3.535 billion to strengthen its position in public and private credit intelligence.

   3 min

22 October 2

1. 17:12

   Circle USDC circulation Q3 2026 reaches $72 billion as institutional adoption accelerates

   Circle published H1 2026 data on October 16 showing USDC circulation near $72 billion and $36 trillion in transaction volume, driven by institutional partners.

   3 min
2. 12:22

   Visa Tokenized Assets Advance in Singapore Through BLOOM Pilot With Nium

   Visa joined the MAS BLOOM initiative in August 2026 and began testing stablecoin settlement with Nium for cross-border flows.

   2 min

14 October 1

1. 07:49

   Meta Muse Wonder Launches Frontier AI Models for Long-Horizon Agent Tasks

   Meta released Muse Wonder and Muse Wonder Full on October 12, 2026, through its Meta Superintelligence Labs to power personal and professional agents with extended context and goal-directed behavior.

   3 min