The wire
Live news feed
504 headlines collected and scored. Last update 1d ago.
Apple cements its status as tech’s biggest heavyweight with the stock’s best day in over a year
Investors are flocking to Apple as a safe haven as AI infrastructure names come under pressure from midterm election results
Google Tells Schools They Can Reject AI—But They'll Lose Search, Too
Google is giving schools more control over Gemini, but districts that want Search without AI are out of luck, fueling accusations that the company is pressuring educators into adopting AI.
Bose’s QuietComfort Headphones are more than half off
It’s not often that some of the best noise-canceling headphones you can buy are over half off. But right now, the first-gen Bose QuietComfort Headphones are on sale for $169.99 ($190 off) at Amazon, Best Buy, and Bose, matching its best price to date. The newer, second-generation version that launched in August is also down to $199 ($160 off) in multiple colors at Amazon, Best Buy, and directly…
Meta acquires AI coding startup Conductor
The startup allows software engineers to deploy teams of agents to work on various aspects of a project simultaneously.
I'm not sure Google cutting AI spendings would make the stock a better buy
Right off the bat! I'm not convinced cutting AI spending would make me more bullish on Google because it would only help cash flow but wouldn't remove the threat to Search. What I'm trying to separate is spending that adds a new source of…
GOOGLBearish
Wall Street just added $750 BILLION to Big Tech while dumping the companies building its AI future
Pretty interesting reaction to the midterms. Goldman Sachs estimates that around 45% of planned US data center capacity could face political risks from tighter regulations and construction restrictions. You’d think that would be bad news…
Big Tech claims voters’ AI backlash is “anti-Trump” not “anti-tech”
Tech industry in denial as US overwhelmingly votes to restrict AI, data centers.
Apparently every stock I own sucks!
Ai must be out?? Everything I own is getting hammered for no reason. Ai was already cut in half and I didn't think it could get worse but here it is. Hedge funds are getting amazing deals right now. I know in three months they will be…
Bullish
Residential proxies detected on White House network
Article URL: https://layer3intel.com/blog/residential-proxies-white-house-network Comments URL: https://news.ycombinator.com/item?id=50371246 Points: 195 # Comments: 46
Hackers stole DreamHost customer files and inboxes during months-long attack
The web host said hackers exploited a vulnerability to access customer emails and files during a "deliberate attack."
After Texas' blue wave, what happens to Elon Musk and SpaceX?
"Data centers in space looking pretty appealing right now."
Apple cuts employee AI budgets in cost-control push, Bloomberg News reports
AAPLBearish
Gemini for Home now plugs into AT&T’s smart security system
AT&T's smart home security system now integrates with Gemini for Home. The company says its Connected Life system is the "first" home security product to integrate with Google Home Premium, enabling a bunch of Gemini-powered features that can summarize home events, search your video history, and more. With the update, Gemini for Home can provide detailed descriptions about events captured by…
The midterm election results are redrawing the map for AI data centers
U.S. data-center spending won’t drop a lot, but watch for delays, relocations and increased expenses for individual projects
Bearish
“AI slop can swamp the scientific community.” James Zou tells our “Babbage” podcast why autonomous research demands an overhaul of how science is vetted
S&P upgrades KLA to ’A’ as AI chip demand bolsters scale and balance sheet
Bullish
Who's Buying The Future Of AI And Robotics: 2026 M&A Report
US Bank Regulator Issues First AI Framework as Banks Battle Rogue Agents
The OCC's first examiner guide weighs autonomy and financial harm, and directly addresses outside AI agents—the same risk that recently prompted major banks to restrict customer-account access.
Qualcomm Cloud AI 100 Ultra – 150W AI Accelerator Card with 128GB at 548GB/s
Article URL: https://www.qualcomm.com/data-center/products/cloud-ai-100-ultra Comments URL: https://news.ycombinator.com/item?id=50370654 Points: 153 # Comments: 59
Democrats may go after data centers. That's not a reason to dump all your AI stocks
The AI trade could be tricky in the short term, but a bubble deflating gradually is better than a pop, economists say
Insects don't swarm at LED lights
Article URL: https://www.birdsoutsidemywindow.org/2026/11/03/insects-dont-swarm-at-led-lights/ Comments URL: https://news.ycombinator.com/item?id=50370610 Points: 150 # Comments: 88
‘China may be an early victim of an investment trend that seems to be spreading around the world: the loss of enthusiasm for AI.‘
Bearish
Open source AI is booming. Hugging Face explains who profits.
Open source models are becoming more mainstream as enterprises, governments and startups alike rely on the promise of lower costs, more control, and more flexibility. But as increasingly capable models become more freely available, how do companies capture value? And with Chinese open models gaining ground, can American players keep up? On this episode of […]
Bullish
DuckDuckGo pitches itself to schools amid backlash over Google’s AI policy
DuckDuckGo is courting schools frustrated by Google's AI restrictions, pointing educators to its search engine and options to disable AI features.
The post-election rally masks a sharp split in the AI trade. Who stands to win?
Investors are making divergent bets on AI stocks Wednesday.
Bullish