JUST IN: Meta shares -8% as heavy AI spending pushes Q3 free cash flow to -$2.12B. The Facebook parent company raises its 2026 CAPEX floor to $135B from $130B, fueling investor concerns.

JUST IN: Meta Q3 revenue +26% YoY to $64.6B, vs. $63.3B est., net income +264% => Free cash flow turned negative at -$2.12B, vs. +$784M in Q2. => -37% YoY in Q3 operating income to $12.99B, reflecting a $9.89B AG settlement charge.

JUST IN: Meta ordered to pay a record $25B civil penalty to New Mexico in a consumer deception case. The case stems from the Cambridge Analytica scandal.

JUST IN: Anthropic IPO filing reveals H1 revenue surged to $16.3B, net loss hit $80.7B => ~20% of H1 2026 revenue came from just 2 customers, Anthropic said.

JUST IN: Apple commits up to $100M over three years to Pennsylvania-based Perryman, a titanium supplier for the iPhone Duo. Apple also plans to expand its partnership with Qnity.

JUST IN: OpenAI said to seek ~$30B at $1.4T+ valuation ahead of Anthropic IPO - SoftBank and MGX are among the investors reportedly in talks to join the round.

JUST IN: Apple announces a “Pro and tell” event for October 28 in Los Angeles. Its first touchscreen MacBook and a 14-inch M6 MacBook Pro are expected.

JUST IN: Anthropic commits 5% of shares to “Public Benefit Fund”, ~20% including founder, staff pledges - Up to another 2% for every 50% rise in Anthropic’s valuation above a set baseline, subject to board approval.

JUST IN: Apple’s foldable iPhone Duo sells out of launch-day pickup stock, with online deliveries slipping into late January. The first foldable iPhone costs up to $3,199, potentially boosting Apple’s average selling prices.

JUST IN: Anthropic IPO valuation expectations said to fall to ~$1.5T from ~$2T on slower Q3 revenue growth - Some investors reportedly disappointed as Anthropic’s sequential growth slowed.

JUST IN: Amazon launches two AI wearables, the $75 Bee Frontier wristband and $100 Bee Eclipse magnetic phone recorder. The devices offer a Bee Pro subscription for $12/month.

JUST IN: Anthropic Q3 revenue said to jump to $16.8B, posts adjusted profit - Adjusted profit for the second consecutive quarter was reportedly disclosed to investors by Anthropic. - Anthropic generated $1.70 in revenue for every $1 spent on computing power in Q3.

JUST IN: U.S. CPI +0.6% MoM in Sep., +3.7% YoY, driven by surging fuel costs. Core CPI +0.3% MoM, +2.6% YoY, reinforcing expectations of further Fed rate hikes.

JUST IN: Applied Intuition said to receive investment offers valuing it at least $30B - The startup could raise at least $1B at the new valuation. - Applied Intuition has raised $1.2B so far and had spent little of it as of Jul., a16z said.

JUST IN: Apple unveils the $299 HomeView, a 7-inch smart display powered by the A18 chip. Available in tabletop and wall-mounted versions, with HomeView software. Ships Nov. 13.

JUST IN: Character AI files for bankruptcy, agrees to $20M Disney asset sale - Late Nov.-early Dec.: the sale process is expected to conclude. - Character AI plans to continue operating during the process.

JUST IN: Meta unveils Muse Wonder and Wonder Full, touting top agentic performance. Wonder is available via Muse app, API and Code, while Wonder Full is through Muse Code.

JUST IN: Decart said to be in ~$7B Amazon buyout talks after Anthropic passed - Decart’s software enables easy switching between AI chips, making it attractive to Amazon and others amid the AI boom. - A deal could come together soon unless another suitor emerges.

JUST IN: U.S. stocks rebound Friday, led by tech shares. The rally follows Thu. selloff sparked by OpenAI’s weaker-than-expected revenue report.

JUST IN: OpenAI annualized revenue neared $50B in Sep., well below reported $70B => Investors “grossing up” OpenAI’s revenue to compare it with Anthropic reportedly led to the $70B figure. => Anthropic includes sales through cloud partners in its revenue, while OpenAI does not.