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Thursday

  1. Cursor BlogSelected

    Malicious version of Anthropic.claude-code 2.1.313 appears in the Cursor plugin marketplace; official security advisory released

    Cursor discovered a maliciously tampered version of Anthropic.claude-code 2.1.313 in the VS Code extension marketplace. This version was not developed by Anthropic and affects at most 5,000 users. The malicious code collects host and user information, attempts to write the attacker's SSH public key and establish a reverse SSH tunnel, but due to permission restrictions this step fails on most macOS and Windows hosts. Cursor has removed the version, rebuilt the marketplace and shut down the attacker's server, and also provided a command to detect the svc-telemetry public key along with cleanup scripts for macOS and Windows.

    Cursor discovered a maliciously tampered version of Anthropic.claude-code 2.1.313 in the VS Code extension marketplace. This version was not developed by Anthropic and affects at most 5,000 users. The malicious code collects host and user information, attempts to write the attacker's SSH public key and establish a reverse SSH tunnel, but due to permission restrictions this step fails on most macOS and Windows hosts. Cursor has removed the version, rebuilt the marketplace and shut down the attack

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  2. Zhi Dong Xi

    Dowson Tong Previews That the Official Version of Hunyuan Hy4 Will Add Visual Understanding for the First Time

    Dowson Tong, Senior Executive Vice President of Tencent Group, announced at the 2026 Tencent Global Digital Ecosystem Summit that the official version of the Hunyuan large model Hy4 will be released soon. Compared with the Hy4 Preview open-sourced on August 28, it is comprehensively upgraded, strengthens long-horizon tasks and real productivity task capabilities, significantly improves chain-of-thought efficiency, and adds visual understanding for the first time; Hy4 Flash, which focuses on cost-effectiveness, will also be launched soon. Tencent also released the cross-application AI collaboration system Buddy One and Tencent Drive for the Agent era, and upgraded Agent Runtime, making systematic enhancements around context management, tool calling, secure sandboxes, observability, and evaluation. Dowson Tong also disclosed that over the past year, the number of active overseas customers of Tencent Cloud grew about threefold, and overseas AI demand achieved triple-digit growth.

    Dowson Tong, Senior Executive Vice President of Tencent Group, announced at the 2026 Tencent Global Digital Ecosystem Summit that the official version of the Hunyuan large model Hy4 will be released soon. Compared with the Hy4 Preview open-sourced on August 28, it is comprehensively upgraded, strengthens long-horizon tasks and real productivity task capabilities, significantly improves chain-of-thought efficiency, and adds visual understanding for the first time; Hy4 Flash, which focuses on cost

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  3. heise online

    JFrog found that 42 GitHub repositories were implanted with the npm worm testmetest malicious code

    The JFrog security research team found that 42 GitHub repositories were implanted with execution hooks and hidden malicious code, and classified them under the npm worm campaign testmetest. These repositories belong to 11 legitimate owners, and attackers injected code through stolen accounts or employee permissions; when users launch Claude Code, Gemini, or Cursor in a project, or open a VS Code workspace with the corresponding settings, the related configuration may execute the hidden file .github/init.js. JFrog listed 15 npm packages with at least one version judged malicious, and recommended checking affected systems, reviewing repository configurations and workflows, and revoking potentially leaked credentials; SafeDep said the worm installs a wiper that deletes the victim's home directory when the victim revokes the stolen GitHub token.

    The JFrog security research team found that 42 GitHub repositories were implanted with execution hooks and hidden malicious code, and classified them under the npm worm campaign testmetest. These repositories belong to 11 legitimate owners, and attackers injected code through stolen accounts or employee permissions; when users launch Claude Code, Gemini, or Cursor in a project, or open a VS Code workspace with the corresponding settings, the related configuration may execute the hidden file .git

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  4. gihyo.jp

    OpenAI Offers Up to $500 Monthly API Credit for ChatGPT Pro and Business

    Starting October 28, 2026, OpenAI will provide eligible ChatGPT Pro and Business subscribers with up to $500 per month in API credits, usable for app and agent development. Pro's three monthly price tiers of $100, $200, and $500 correspond to credits of the same amount; Business accumulates at $20 per month per Standard seat and $100 per month per Premium seat, with a workspace-wide cap of $500. Annual Business plans receive up to $6,000 in credits for the full year at once, initially prorated based on the remaining days in the billing cycle, with unused portions expiring at the end of the period. These credits cannot be used to call Codex via API key, nor do they increase the usage limits of ChatGPT or the logged-in version of Codex; users must link an API organization in billing settings and enable it manually.

    Starting October 28, 2026, OpenAI will provide eligible ChatGPT Pro and Business subscribers with up to $500 per month in API credits, usable for app and agent development. Pro's three monthly price tiers of $100, $200, and $500 correspond to credits of the same amount; Business accumulates at $20 per month per Standard seat and $100 per month per Premium seat, with a workspace-wide cap of $500. Annual Business plans receive up to $6,000 in credits for the full year at once, initially prorated b

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  5. SiliconANGLE

    Alphabet's Q3 revenue and EPS both fell short of expectations, with shares dropping over 12%

    Alphabet reported adjusted earnings per share of $2.67 and revenue of $127.58 billion for the third quarter, both below Wall Street expectations, sending shares down more than 12% on the day and wiping out over $500 billion in market value. The company's free cash flow was negative $9.07 billion, far below analysts' expectation of $2.7 billion, while capital expenditures of $51.36 billion also came in below expectations. CFO Anat Ashkenazi maintained full-year capital expenditure guidance of $195 billion to $205 billion and reiterated that the figure will exceed $300 billion in fiscal 2027. Google Cloud revenue more than doubled to $30.7 billion, and the Gemini app surpassed 1 billion users worldwide for the first time.

    Alphabet reported adjusted earnings per share of $2.67 and revenue of $127.58 billion for the third quarter, both below Wall Street expectations, sending shares down more than 12% on the day and wiping out over $500 billion in market value. The company's free cash flow was negative $9.07 billion, far below analysts' expectation of $2.7 billion, while capital expenditures of $51.36 billion also came in below expectations. CFO Anat Ashkenazi maintained full-year capital expenditure guidance of $19

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  6. SiliconANGLE

    Microsoft's revenue in the first quarter of fiscal year 2027 was $92.28 billion, with Azure growing 48%

    Microsoft's revenue in the first quarter of fiscal year 2027 grew 19% year over year to $92.28 billion, with earnings per share of $4.89, both exceeding Wall Street expectations, and the stock rose about 4% after hours. For the first time, the company separately disclosed Azure revenue of $33.17 billion, up more than 48% year over year, and changed its financial reporting to two major segments, Agents and Infra and Devices and Consumer, with the former generating $76.8 billion in revenue, up 25%. Capital expenditures and finance leases totaled $45.2 billion this quarter, of which CFO Amy Hood said about 75% was invested in short-lived assets such as GPUs and CPUs, and she expects Azure to grow 49% to 50% in constant currency in the second fiscal quarter.

    Microsoft's revenue in the first quarter of fiscal year 2027 grew 19% year over year to $92.28 billion, with earnings per share of $4.89, both exceeding Wall Street expectations, and the stock rose about 4% after hours. For the first time, the company separately disclosed Azure revenue of $33.17 billion, up more than 48% year over year, and changed its financial reporting to two major segments, Agents and Infra and Devices and Consumer, with the former generating $76.8 billion in revenue, up 25%

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  7. SiliconANGLE

    FuriosaAI Completes $620 Million Funding Round at a $2.9 Billion Valuation

    South Korean inference chip startup FuriosaAI has completed a $620 million funding round at a valuation of $2.9 billion, led by the Korea National Growth Fund with a $280 million investment. The company says its TCP chip, based on the RNGD architecture, consumes less than half the power of Nvidia GPUs and is compatible with PyTorch and vLLM; this round of funding will be used to expand production capacity for its next-generation TCP chips, with plans to produce 20,000 units this year and double that to 40,000 units in 2027, while also jointly developing a third-generation processor with Broadcom.

    South Korean inference chip startup FuriosaAI has completed a $620 million funding round at a valuation of $2.9 billion, led by the Korea National Growth Fund with a $280 million investment. The company says its TCP chip, based on the RNGD architecture, consumes less than half the power of Nvidia GPUs and is compatible with PyTorch and vLLM; this round of funding will be used to expand production capacity for its next-generation TCP chips, with plans to produce 20,000 units this year and double

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Wednesday

  1. CNBC TechnologySelected

    Google adjusts its cloud business strategy, selling TPUs externally through partners such as Oracle

    Alphabet announced that Oracle will offer Google's TPUs, marking the first time customers can use TPUs outside of Google's infrastructure. Google had previously opened TPUs to external data centers in the second quarter, and analysts expect Google Cloud revenue to grow about 90% year over year. TD Cowen forecasts TPU sales of $9.4 billion in the second half of this year and $62.5 billion in 2027, while Wells Fargo expects about $9 billion in the third quarter and $99 billion next year; Anthropic reached an agreement last October to use up to 1 million TPUs, and OpenAI also plans to purchase TPUs from Google.

    Alphabet announced that Oracle will offer Google's TPUs, marking the first time customers can use TPUs outside of Google's infrastructure. Google had previously opened TPUs to external data centers in the second quarter, and analysts expect Google Cloud revenue to grow about 90% year over year. TD Cowen forecasts TPU sales of $9.4 billion in the second half of this year and $62.5 billion in 2027, while Wells Fargo expects about $9 billion in the third quarter and $99 billion next year; Anthropic

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Friday

  1. TMTPost · AGI

    Gemini 4 Carbon's Top Ranking Fails to Mask Disappointing Earnings: The Bill for Google's AI Gamble

    Alphabet's third-quarter revenue rose 25% year-over-year to $127.58 billion, while net profit fell 25% year-over-year to $26.17 billion, free cash flow was negative more than $9 billion, and the stock fell nearly 10% in after-hours trading. Capital expenditures of $51.4 billion were mostly directed toward AI infrastructure, and CFO Anat Ashkenazi maintained the full-year 2026 capital expenditure range of $195 billion to $205 billion unchanged. Hours before the earnings release, Google launched Gemini 4 Carbon, which topped the Artificial Analysis Intelligence Index with a score of 59, but it has not yet opened a public API and is initially available only to some cybersecurity professionals.

    Alphabet's third-quarter revenue rose 25% year-over-year to $127.58 billion, while net profit fell 25% year-over-year to $26.17 billion, free cash flow was negative more than $9 billion, and the stock fell nearly 10% in after-hours trading. Capital expenditures of $51.4 billion were mostly directed toward AI infrastructure, and CFO Anat Ashkenazi maintained the full-year 2026 capital expenditure range of $195 billion to $205 billion unchanged. Hours before the earnings release, Google launched G

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  2. Unite.AI

    Cohere Completes First Close of Series E, Targeting Up to C$7 Billion in Funding at a C$35.7 Billion Valuation

    On October 29, 2026, Cohere announced the first close of its Series E financing, targeting up to C$7 billion in funding at a corresponding valuation of C$35.7 billion, led by a company under Schwarz Group, with Bell Ventures, Bullhound Capital, and the Government of Canada joining as new investors. Cohere said this is the largest private financing for a Canadian tech company, and the funds will be used to advance its model and product roadmap, verticalized AI solutions for regulated industries, and long-term compute infrastructure. The company also disclosed that as of Q3 2026, its annual recurring revenue grew 165% year-over-year, with global customers increasing to 300.

    On October 29, 2026, Cohere announced the first close of its Series E financing, targeting up to C$7 billion in funding at a corresponding valuation of C$35.7 billion, led by a company under Schwarz Group, with Bell Ventures, Bullhound Capital, and the Government of Canada joining as new investors. Cohere said this is the largest private financing for a Canadian tech company, and the funds will be used to advance its model and product roadmap, verticalized AI solutions for regulated industries,

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  3. Unite.AI

    OpenAI expands its misalignment monitoring system to cover training, evaluation, and external deployment

    On October 29, 2026, OpenAI announced an expanded multi-layer misalignment behavior monitoring system covering training, evaluation, and internal use, and, after modifications, extended to external deployment. The system monitors every reinforcement learning run and evaluation for models at least as capable as GPT-6 Astra, with a four-layer architecture that escalates step by step from activation probes to safety and alignment investigation agents. In independent red team testing conducted by METR and Redwood Research from July 21 to August 11, two client-controllable request headers that could disable the new agent monitoring were found, along with a compression event gap from May to July 2026 in which approximately 10% of eligible internal Codex traffic was not monitored.

    On October 29, 2026, OpenAI announced an expanded multi-layer misalignment behavior monitoring system covering training, evaluation, and internal use, and, after modifications, extended to external deployment. The system monitors every reinforcement learning run and evaluation for models at least as capable as GPT-6 Astra, with a four-layer architecture that escalates step by step from activation probes to safety and alignment investigation agents. In independent red team testing conducted by ME

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  4. Unite.AI

    Mintive Raises $7 Million to Provide Independent Identity and Permission Management for AI Agents

    Mintive has completed a new $7 million funding round led by Cowboy Ventures, bringing total funding to $11 million. The company says it currently handles 2.5 million agent calls per day, serves more than 50 paying enterprise customers, and has processed over 200 million cumulative calls in seven months. Its platform assigns each agent an independent identity, scoped permissions, and traceable operation records; underlying service credentials remain within the gateway, agents access tools through short-lived tokens, and administrators can revoke an individual agent's token separately.

    Mintive has completed a new $7 million funding round led by Cowboy Ventures, bringing total funding to $11 million. The company says it currently handles 2.5 million agent calls per day, serves more than 50 paying enterprise customers, and has processed over 200 million cumulative calls in seven months. Its platform assigns each agent an independent identity, scoped permissions, and traceable operation records; underlying service credentials remain within the gateway, agents access tools through

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  5. The Elec

    Alphabet's Q3 2026 cloud revenue grew 103% year-over-year, with free cash flow at negative $9.07 billion

    Alphabet announced its Q3 2026 earnings: revenue of $127.6 billion came in below analysts' expectations of $128.2 billion, while Google Cloud revenue grew 103% year-over-year to $30.71 billion. Net profit fell about 25% year-over-year to $26.17 billion, and free cash flow was negative $9.07 billion, further deteriorating from negative $5.9 billion in the previous quarter, with shares falling nearly 10% after hours. CFO Anat Ashkenazi said capital expenditures will increase significantly in 2027 due to AI technology development, and on the same day Alphabet released its new-generation model Gemini 4 Carbon.

    Alphabet announced its Q3 2026 earnings: revenue of $127.6 billion came in below analysts' expectations of $128.2 billion, while Google Cloud revenue grew 103% year-over-year to $30.71 billion. Net profit fell about 25% year-over-year to $26.17 billion, and free cash flow was negative $9.07 billion, further deteriorating from negative $5.9 billion in the previous quarter, with shares falling nearly 10% after hours. CFO Anat Ashkenazi said capital expenditures will increase significantly in 2027

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  6. The Guardian Technology

    Alphabet's third-quarter net profit fell 25%, and its market value evaporated by $500 billion

    After Alphabet announced its third-quarter earnings, its stock price fell sharply for two consecutive days, and its market value evaporated by about $500 billion. Net profit for the quarter fell 25% year over year to $26.2 billion, or $2.12 per share, below FactSet analysts' expectations; revenue rose 25% to $127.6 billion, and advertising revenue rose 11% to $82 billion. Google Cloud revenue rose 103% to $30.7 billion, and the company said sales of its self-developed TPU chips contributed significantly; capital expenditure for the quarter was $51.4 billion, and the 2026 capital expenditure guidance is $195 billion to $205 billion.

    After Alphabet announced its third-quarter earnings, its stock price fell sharply for two consecutive days, and its market value evaporated by about $500 billion. Net profit for the quarter fell 25% year over year to $26.2 billion, or $2.12 per share, below FactSet analysts' expectations; revenue rose 25% to $127.6 billion, and advertising revenue rose 11% to $82 billion. Google Cloud revenue rose 103% to $30.7 billion, and the company said sales of its self-developed TPU chips contributed signi

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  7. Wallstreetcn

    Amazon Earnings Call: AWS Expected to Grow Over 40% in 2027 and 2028, 2026 Capex Around $220 Billion

    Amazon CEO Andy Jassy said on the Q3 earnings call that AWS third-quarter revenue grew 39.3% year over year to $45.98 billion, and is expected to grow over 40% in both 2027 and 2028, becoming a business with annual revenue exceeding one trillion dollars in the next 5 to 10 years. The company maintained its expectation of about $220 billion in cash capital expenditure for 2026, most of which will go to AWS, and expects spending to increase significantly in 2027. On Bedrock, spending by Fortune 500 companies grew nearly 7x year over year and total tokens grew nearly 17x, revenue commitments for Trainium and Graviton grew more than 20x year over year, and Trainium is planned to be sold externally by the end of 2027.

    Amazon CEO Andy Jassy said on the Q3 earnings call that AWS third-quarter revenue grew 39.3% year over year to $45.98 billion, and is expected to grow over 40% in both 2027 and 2028, becoming a business with annual revenue exceeding one trillion dollars in the next 5 to 10 years. The company maintained its expectation of about $220 billion in cash capital expenditure for 2026, most of which will go to AWS, and expects spending to increase significantly in 2027. On Bedrock, spending by Fortune 50

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  8. Wallstreetcn

    Amazon, Intel, and Alphabet earnings miss expectations, global tech stocks fall collectively

    Earnings from Amazon, Intel, and Alphabet successively missed expectations, triggering a collective slump in global tech stocks. Nasdaq 100 index futures extended losses to 2%, and South Korea's KOSPI index fell 4.5% and triggered the SIDECAR mechanism to suspend program selling. Intel plunged 23% after hours, Amazon fell about 7.3% after hours, and Alphabet tumbled 13% in the previous trading session, its largest single-day drop. Market attention is focused on capital expenditures: Amazon's third-quarter spending on equipment and property exceeded $77 billion, and free cash flow over the past 12 months was negative $42.4 billion. CEO Andy Jassy said capital expenditures will increase significantly in 2027.

    Earnings from Amazon, Intel, and Alphabet successively missed expectations, triggering a collective slump in global tech stocks. Nasdaq 100 index futures extended losses to 2%, and South Korea's KOSPI index fell 4.5% and triggered the SIDECAR mechanism to suspend program selling. Intel plunged 23% after hours, Amazon fell about 7.3% after hours, and Alphabet tumbled 13% in the previous trading session, its largest single-day drop. Market attention is focused on capital expenditures: Amazon's thi

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  9. Cailian Press

    Cohere Pursues Funding of Up to $5 Billion, Pre-Money Valuation Reaches $20.5 Billion

    Canadian AI model developer Cohere is pursuing a funding round of up to $5 billion, with a pre-money valuation of $20.5 billion, roughly three times that of a year ago. The company said it has completed the first closing, with investors including the Canadian government and Nvidia making funding commitments, among which the Canadian government agreed to invest up to C$1.6 billion (about $1.14 billion). Cohere plans to keep its headquarters in Canada and expects to invest about $1.2 billion in the country by 2030 to build new computing infrastructure.

    Canadian AI model developer Cohere is pursuing a funding round of up to $5 billion, with a pre-money valuation of $20.5 billion, roughly three times that of a year ago. The company said it has completed the first closing, with investors including the Canadian government and Nvidia making funding commitments, among which the Canadian government agreed to invest up to C$1.6 billion (about $1.14 billion). Cohere plans to keep its headquarters in Canada and expects to invest about $1.2 billion in th

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  10. Cailian Press

    Amazon Earnings Call: AWS Quarterly Revenue of $46 Billion, Capital Expenditures to Continue Rising in 2027

    Amazon's Q3 2026 earnings show AWS revenue of $46 billion, up 39.3% year over year, with $578 billion in backlog orders, and AI inference revenue accounting for more than half of AWS's AI revenue. Management expects AWS to grow at an annual rate above 40% in 2027-2028 and to approach $1 trillion in revenue within 5 to 10 years, but capital expenditures will be about $220 billion in 2026 and will rise significantly further in 2027, sending the company's shares down 7.3% after hours. The earnings call also mentioned that spending by Fortune 500 companies on Bedrock grew nearly 7x year over year, token call volume grew nearly 17x, and Trainium is planned to be sold externally by the end of 2027.

    Amazon's Q3 2026 earnings show AWS revenue of $46 billion, up 39.3% year over year, with $578 billion in backlog orders, and AI inference revenue accounting for more than half of AWS's AI revenue. Management expects AWS to grow at an annual rate above 40% in 2027-2028 and to approach $1 trillion in revenue within 5 to 10 years, but capital expenditures will be about $220 billion in 2026 and will rise significantly further in 2027, sending the company's shares down 7.3% after hours. The earnings

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  11. Phoenix Technology

    Google Shuts Down AI Coding Agent Jules, Folds Lessons into Antigravity

    Google will gradually shut down Jules, the AI coding agent launched in December 2024, and fold the lessons accumulated from the tool into its AI coding platform Antigravity. According to Jules' official X account, Jules began as an experiment exploring how asynchronous coding agents could help developers ship faster, and its lessons have already influenced multiple Google products. The integrated direction is to let users both autonomously execute background tasks in remote environments and use an agent-centric development environment.

    Google will gradually shut down Jules, the AI coding agent launched in December 2024, and fold the lessons accumulated from the tool into its AI coding platform Antigravity. According to Jules' official X account, Jules began as an experiment exploring how asynchronous coding agents could help developers ship faster, and its lessons have already influenced multiple Google products. The integrated direction is to let users both autonomously execute background tasks in remote environments and use

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  12. Phoenix Technology

    Tencent Upgrades WorkBuddy Enterprise Edition Open Strategy, Buddy One Connects Office Suite

    At the 2026 Tencent Global Digital Ecosystem Summit, Tencent announced an upgrade to the WorkBuddy Enterprise Edition open strategy, and used Buddy One to connect Tencent Docs, Tencent Meeting, Tencent Drive, and ima, sharing the same Agent foundation along with a unified account and credit pool. Dowson Tong disclosed that since its launch in March this year, WorkBuddy Enterprise Edition has been deployed in more than 50 industries, covering 50% of the Fortune 500 China companies and 60% of China's top 100 enterprises, with more than 50,000 open platform partners, over 200,000 Skills listed, and a cumulative 9 billion task requests completed. WorkBuddy enters WeCom as an intelligent robot, with enterprise administrators configuring what content AI can read and what operations it can execute; the observability center launched on October 13 provides real-time observation, session tracking, and trajectory details.

    At the 2026 Tencent Global Digital Ecosystem Summit, Tencent announced an upgrade to the WorkBuddy Enterprise Edition open strategy, and used Buddy One to connect Tencent Docs, Tencent Meeting, Tencent Drive, and ima, sharing the same Agent foundation along with a unified account and credit pool. Dowson Tong disclosed that since its launch in March this year, WorkBuddy Enterprise Edition has been deployed in more than 50 industries, covering 50% of the Fortune 500 China companies and 60% of Chin

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