# Q3 Published articles for Q3. This is one page of public article previews, not the complete archive. Follow Next page to continue. Summaries are not the original full articles. ## After buying EA, Silver Lake and PIF reportedly offer $25 billion for Unity DevFeed: [After buying EA, Silver Lake and PIF reportedly offer $25 billion for Unity]() Original publisher: [Read original article]() Author: Kishalaya Kundu Published: 2026-11-07T15:44:00Z Content type: news Language: en Sources: [TechSpot]() Topics: [Finance](), [Unity]() Tags: [acquisition](), [affinity](), [bioware](), [cost](), [deals](), [ea](), [earnings-report](), [electronic-arts](), [equity](), [funding](), [game-development](), [gaming](), [growth](), [insider](), [offer](), [q3](), [reuters](), [revenue](), [silver-lake](), [software](), [sources](), [stock](), [unity]() ### AI overview Silver Lake and Saudi Arabia's Public Investment Fund (PIF) reportedly offered about $25 billion to acquire Unity Software. Unity is said to be seriously considering the proposal and has hired an investment bank for advice, but no agreement had been reached as of November 6, 2026; none of the parties confirmed or denied the report. The offer reportedly came weeks before Unity reported year-over-year gains in strategic revenue and adjusted EBITDA, after which its stock rose about 4% and its market capitalization reached roughly $21.5 billion. It remains unclear whether the proposal will be revised to reflect that valuation or already accounted for the growth. Silver Lake reportedly owns 8-9% of Unity and recently joined PIF in acquiring Electronic Arts. ### Source excerpt According to unnamed insider sources cited by Reuters, the offer was made weeks before Unity released its Q3 earnings report, which revealed a 59% increase in strategic revenue year-over-year and 134% growth in adjusted EBITDA. The report pushed the company's stock price up by roughly 4% and its market capitalization to around $21.5 billion. Read Entire Article ## Email threat landscape: Q3 2026 trends and insights DevFeed: [Email threat landscape: Q3 2026 trends and insights]() Original publisher: [Read original article]() Author: Microsoft Threat Intelligence and Microsoft Defender Security Research Team Published: 2026-11-05T16:00:00Z Content type: article Language: en Sources: [Microsoft Security]() Topics: [email](), [Threat Research](), [Threat monitoring](), [threat detection](), [Threat Hunting & Intel]() Tags: [2026](), [based](), [blog](), [business](), [captcha](), [code](), [credential-theft](), [domains](), [email](), [exposed](), [first](), [insights](), [intelligence](), [malicious](), [malware](), [messages](), [microsoft](), [phishing](), [q3](), [qr-code](), [security](), [social-engineering](), [trends](), [vishing]() ### AI overview Microsoft detected about 7.3 billion email phishing threats in Q3 2026, with September volume rising 41% from August. Techniques shifted: QR code phishing fell 67% from Q2, while CAPTCHA-gated attacks recovered, partly through increased use of SVG attachments. Credential theft remained the dominant payload objective. A key exposure was sender-domain spoofing: about 129 million malicious messages imitated tracked business services, and September security overrides applied to 63% of messages with a recorded outcome, despite failed authentication and malicious classification. The excerpt does not establish that recipients opened these messages or that accounts were compromised. Teams call attempts and business contact impersonation also featured, alongside campaigns using a personalized QR code for device-code phishing and disguised archives to deliver Agent Tesla. Microsoft recommends reviewing security exceptions and layered email and Teams protections, including Safe Links and Safe Attachments, ZAP, user training, and phishing-resistant authentication for privileged accounts. ### Source excerpt Microsoft Threat Intelligence observed a sharp rise in email-based phishing activity at the end of Q3 2026 (July - September), even as QR code phishing declined, CAPTCHA-gated phishing recovered, and malicious messages spoofing familiar business-service sender domains exposed risks associated with security overrides. The post Email threat landscape: Q3 2026 trends and insights appeared first on Microsoft Security Blog. ## AMD on track to overtake Intel as biggest x86 outfit DevFeed: [AMD on track to overtake Intel as biggest x86 outfit]() Original publisher: [Read original article]() Author: Anne Barela Published: 2026-11-04T16:04:46Z Content type: news Language: en Sources: [Adafruit Industries]() Topics: [x86](), [intel]() Tags: [2026](), [advanced-packaging](), [amd](), [ceo](), [client](), [computers](), [cpu](), [data-center](), [gaming](), [growth](), [history](), [intel](), [lisa-su](), [memory](), [microprocessors](), [q3](), [results](), [revenue](), [x86]() ### AI overview AMD expects to surpass Intel in chip sales next quarter, with guidance of about $17 billion in revenue versus Intel's $15 billion to $16 billion. Its Q3 revenue rose 45 percent year over year to $13.4 billion, led by Data Center, up 97 percent to $8.5 billion. Client and gaming revenue fell 8 percent, although PC chip sales within it rose 7 percent to $2.9 billion. CEO Lisa Su forecast more than 80 percent company growth in 2027 and roughly doubled data center CPU business, saying AMD had secured the wafers, substrates, advanced packaging and memory needed. Intel would still have higher total revenue because of its foundry business. ### Source excerpt Simon Sharwood, writing for The Register, reports that AMD expects to bring in more revenue than Intel next quarter. That would make AMD the biggest vendor whose main product is the x86 processor, after years of trailing its rival. AMD's Q3 2026 results showed revenue up 45 percent year over year to $13.4 billion, with [...] ## AMD Q3 2026 Earnings Data Center Growth Drives Record Quarter DevFeed: [AMD Q3 2026 Earnings Data Center Growth Drives Record Quarter]() Original publisher: [Read original article]() Author: Cliff Robinson Published: 2026-11-04T05:24:08Z Content type: article Language: en Sources: [ServeTheHome]() Topics: [AI Infrastructure](), [x86](), [ddr5]() Tags: [2026](), [acceleration](), [aerospace](), [ai](), [ai-infrastructure](), [amd](), [anthropic](), [data-center](), [data-center-growth](), [data-center-revenue](), [defense](), [demand](), [earnings](), [embedded](), [growth](), [leadership](), [news](), [q3](), [q3-2026-earnings](), [venice](), [x86]() ### AI overview AMD reported Q3 2026 revenue of $13.377 billion, up 45% year over year, with Data Center revenue nearly doubling to $8.546 billion. AMD attributes the segment's growth to strong EPYC demand and the launch of Instinct MI450 GPUs; it says major clients are running workloads on Helios rack-scale systems. The article compares AMD's Data Center growth of 97% with Intel's 78% on $7.3 billion in quarterly revenue. Client and Gaming revenue fell 8% to $3.722 billion, while Embedded rose 29% to $1.109 billion. AMD forecast Q4 revenue of about $17 billion, plus or minus 3%, implying roughly 66% year-over-year growth at the midpoint. The article's expectations about Venice's future x86 performance leadership and Intel's Diamond Rapids timing are projections, not reported results. ### Source excerpt AMD Q3 2026 earnings were massive with the data center and embedded segments seeing big uplift with the clear Venice x86 leadership looming The post AMD Q3 2026 Earnings Data Center Growth Drives Record Quarter appeared first on ServeTheHome. ## AMD beats expectations as agentic AI sparks its data center revenue growth engines DevFeed: [AMD beats expectations as agentic AI sparks its data center revenue growth engines]() Original publisher: [Read original article]() Author: Mike Wheatley Published: 2026-11-04T01:43:41Z Content type: news Language: en Sources: [SiliconANGLE]() Topics: [Agentic AI]() Tags: [advanced-micro-devices](), [agentic](), [agentic-ai](), [agentic-ai-applications](), [agents](), [ai](), [ai-industry](), [ai-inference](), [ai-model](), [amd](), [amd-shares](), [amd-stock](), [anthropic](), [anthropic-pbc](), [beats](), [chipmaker](), [cpus](), [data-center](), [data-center-growth](), [data-center-revenue](), [earnings](), [financial-results](), [growth](), [guidance](), [infra](), [lisa-su](), [news](), [q3](), [revenue](), [the-latest](), [third-quarter](), [top-story-3](), [top-story-6]() ### AI overview AMD reported third-quarter revenue of $13.38 billion, up 45% year over year, and adjusted earnings of $2.09 per share, both above analyst expectations. Data center sales nearly doubled and rose to 64% of total revenue. The article attributes growing CPU demand partly to agentic AI workloads, which it says can run more efficiently on CPUs than GPUs; AMD also sells GPUs and Helios rack-scale systems, which it says major cloud and AI companies are using. CEO Lisa Su expects server revenue to double year over year in fiscal 2027 and says AMD has secured supply chain components to support higher growth. Weakness in PCs and a 40% gaming revenue decline offset some strength. AMD forecast about $17 billion in current-quarter revenue, above consensus, with gross margin guidance slightly below analyst expectations. ### Source excerpt Shares of the chipmaker Advanced Micro Devices Inc. rose more than 5% in late trading today after it delivered solid third-quarter earnings and revenue today, with data center sales almost doubling from a year ago. The company reported earnings before certain costs such as stock compensation of $2.09 per share, easily beating Wall Street's forecast [...] The post AMD beats expectations as agentic AI sparks its data center revenue growth engines appeared first on SiliconANGLE. ## Harness Deployments: Q3 FY27 Product Update DevFeed: [Harness Deployments: Q3 FY27 Product Update]() Original publisher: [Read original article]() Author: Vishal Vishwaroop Published: 2026-11-04T00:00:00Z Content type: release Language: en Sources: [Harness]() Topics: [CI/CD](), [Deployment Strategies](), [progressive delivery](), [zero downtime deployment](), [Helm charts](), [Open Policy Agent]() Tags: [agent](), [ai](), [ai-agent](), [auto-scaling](), [aws](), [cd](), [cluster](), [deployments](), [dry-run](), [ecs](), [harness](), [health](), [helm](), [kubernetes](), [kubernetes-cluster](), [pod](), [product](), [product-update](), [q3](), [update]() ### AI overview Q3 FY27 adds deployment visibility and control across Kubernetes, AWS, AI agents, and verification. Kubernetes updates include read-only cluster discovery with resource readiness and deployment history, pod status/events/logs retained for seven days, Helm v4 compatibility, and a Helm Dry Run that previews changes without modifying the cluster. AWS options cover ASG warm pools and phased rollback, plus ECS traffic shifts across multiple listener rules and optional scale-down of the old service; deleting an old ASG is permanent and cannot be rolled back. Existing agents can be imported into Harness, while AgentCore Gateway enables weighted canary shifts; without a gateway, deployment is a direct cutover. AI Verify adds New Relic, Splunk, and custom HTTP health sources, configurable v2 sensitivity, and fail-fast handling for missing data in v1. Governance adds on-save OPA enforcement for Git-backed CD entities, requiring a GitX webhook and Harness Support enablement. ### Source excerpt Q3 FY27 Harness CD updates: Helm v4 and Dry Run, Kubernetes cluster and pod visibility, ASG and ECS options, AI agent deployments, and AI Verify health sources. | Blog ## Harness Release Orchestration: Q3 FY27 Product Update DevFeed: [Harness Release Orchestration: Q3 FY27 Product Update]() Original publisher: [Read original article]() Author: Vishal Vishwaroop Published: 2026-11-04T00:00:00Z Content type: release Language: en Sources: [Harness]() Topics: [Release notes](), [Orchestration](), [release engineering](), [version]() Tags: [2-0-0](), [2026](), [access-control](), [account](), [also](), [analytics](), [artifacts](), [association](), [audit](), [authentication](), [automatic](), [automatically](), [blog](), [harness](), [orchestration](), [product](), [product-update](), [q3](), [release](), [update]() ### AI overview Q3 FY27 adds controls and automation for tracking artifacts, repeating work, managing definitions in Git, and governing release execution. Artifact Tracker now orders semantic versions and can infer a changeset's Git source from the build connector and provider; artifacts are automatically linked when a pipeline directly triggers a release. Looping runs a phase or activity once per target, with independently retried or ignored child executions, but is in Limited GA and requires Harness Support to enable. Processes, inputs, and activities can be moved to Git with YAML copied unchanged; inputs require their parent process to move first, and automatic push sync requires bidirectional Git Experience. OPA policies can block or warn on saves and evaluate regular and ad hoc runs. Separate permissions cover releases, activities, and processes; service-principal pipeline authentication removes initiators' need for pipeline Execute permission. ### Source excerpt Harness Release Orchestration: Q3 FY27 Product Update | Blog ## Harness GitOps: Q3 FY27 Product Update DevFeed: [Harness GitOps: Q3 FY27 Product Update]() Original publisher: [Read original article]() Author: Vishal Vishwaroop Published: 2026-11-04T00:00:00Z Content type: release Language: en Sources: [Harness]() Topics: [GitOps](), [Argo CD](), [CI/CD](), [Continuous Delivery (CD)](), [Argo Rollouts]() Tags: [agent](), [argo-cd](), [gitops](), [harness](), [history](), [import](), [metrics](), [pipeline](), [post-production](), [pr](), [product](), [product-update](), [q3](), [rollback](), [update](), [updates]() ### AI overview Q3 FY27 adds post-deployment rollback from the Services dashboard using the original pipeline's stage configuration; it requires Execute permission and Harness Support enablement. PR pipeline updates include GitHub status checks (delegate 26.08.89900+), automatic temporary branch cleanup after success or failure, pattern-based file matching limited to YAML and JSON, and signed commits through a GitHub App when enabled in Git Experience settings. Sync and Rollback steps can pass on sync initiation or completion; initiation is incompatible with several wait, progress, and rollout promotion options. The agent now reports metrics (version 0.129.1+, Support enablement), while Argo CD imports gain a seven-day-default audit history. The release also bundles Argo CD 3.5.6. The excerpt notes migration from deprecated Deployment Repository manifests to App Set Reference. ### Source excerpt Q3 FY27 Harness GitOps updates: post-production rollback, PR pipeline improvements, Argo CD import history, agent metrics, and Argo CD 3.5. Read more. | Blog ## Intel Q3 2026 Earnings Data Center Soars While PC Faces Memory Pressure DevFeed: [Intel Q3 2026 Earnings Data Center Soars While PC Faces Memory Pressure]() Original publisher: [Read original article]() Author: Cliff Robinson Published: 2026-10-30T22:43:29Z Content type: article Language: en Sources: [ServeTheHome]() Topics: [memory price increases](), [DRAM price increase](), [intel]() Tags: [2026](), [client](), [data-center](), [earnings](), [intel](), [memory](), [memory-pressure](), [news](), [pc](), [q3](), [q3-2026-earnings]() ### AI overview Intel reported Q3 2026 revenue of $16.5 billion, up 21% year over year, with non-GAAP gross margin of 44.1% and EPS of $0.52. Data Center and AI revenue rose 78% to $7.3 billion, with a 41.5% operating margin; demand is strong across customer types, but substrate availability is limiting Xeon supply. The excerpt says AMD's 192-core Turin parts address a segment Intel lacks a direct competitor for, while Xeon 6 is selling amid broad demand. Client Computing and Physical AI revenue fell 5% to $8.1 billion as DRAM and NAND shortages and higher prices raise PC system costs and weigh on demand; Intel expects the slowdown to continue through at least the first half of next year, with memory price pressure into 2027. Intel Foundry revenue rose 58% to $6.7 billion, including intersegment transactions, while its operating loss narrowed to $1.9 billion; improved yields and cycle times are reducing wafer costs. ### Source excerpt Intel's Q3 2026 earnings highlighted how well the data center segment is doing and how rough the client segment is due to DRAM and NAND pricing The post Intel Q3 2026 Earnings Data Center Soars While PC Faces Memory Pressure appeared first on ServeTheHome. ## Intel shares plummet more than 20% following weak guidance blamed on PC market slowdown DevFeed: [Intel shares plummet more than 20% following weak guidance blamed on PC market slowdown]() Original publisher: [Read original article]() Author: Mike Wheatley Published: 2026-10-30T01:17:32Z Content type: news Language: en Sources: [SiliconANGLE]() Topics: [intel](), [pc](), [Local AI]() Tags: [agentic-ai](), [ai-agents](), [chipmaker](), [donald-trump](), [earnings](), [financial-results](), [guidance](), [infra](), [intel](), [intel-cpus](), [intel-revenue](), [intel-shares](), [intel-stock](), [lip-bu-tan](), [news](), [pc-market](), [pc-sales](), [q3](), [revenue](), [the-latest](), [third-quarter](), [top-story-3](), [top-story-6]() ### AI overview Intel beat third-quarter estimates, with adjusted earnings of 52 cents per share versus 40 cents expected and revenue of $16.51 billion versus $16.5 billion, but net income fell year over year to $3.3 billion. Client computing and physical AI revenue declined 5% to $8.1 billion amid a shrinking PC market, while data center and AI revenue rose 78% to $7.3 billion. Intel forecast fourth-quarter earnings of about 25 cents per share and revenue of $15-16 billion, below analysts' estimates; its finance chief said the PC slowdown could last through at least the first half of next year. An Israeli factory shutdown after an explosion that killed two workers is expected to cost about $600 million in revenue over two quarters. Intel also said it expects to announce a couple of foundry customers in the next two quarters, though the excerpt identifies no confirmed external customer. ### Source excerpt Intel Corp. somehow managed to beat expectations despite facing softness in the personal computer market, but its weak forecast for the current quarter sparked panic among investors, and its stock plunged more than 22% in late trading today. The computer chipmaker reported third-quarter earnings before certain costs such as stock compensation of 52 cents per [...] The post Intel shares plummet more than 20% following weak guidance blamed on PC market slowdown appeared first on SiliconANGLE. ## Despite cloud boom, Amazon's stock falls on disappointing earnings and revenue miss DevFeed: [Despite cloud boom, Amazon's stock falls on disappointing earnings and revenue miss]() Original publisher: [Read original article]() Author: Mike Wheatley Published: 2026-10-30T00:25:20Z Content type: news Language: en Sources: [SiliconANGLE]() Topics: [amazon](), [Amazon Web Services](), [cloud-infrastructure]() Tags: [advertising](), [ai](), [ai-buildout](), [ai-chips](), [ai-infrastructure](), [ai-investments](), [ai-model](), [ai-spending](), [amazon](), [amazon-com](), [amazon-shares](), [amazon-stock](), [amazon-web-services](), [andy-jassy](), [aws](), [aws-cloud](), [aws-revenue](), [capital-expenditure](), [cash-flow](), [cloud](), [cloud-infrastructure](), [earnings](), [earnings-results](), [falls](), [financial-results](), [free-cash-flow](), [guidance](), [inc](), [news](), [q3](), [revenue](), [shares](), [stock](), [the-latest](), [third-quarter](), [top-story-2](), [top-story-5]() ### AI overview Amazon shares fell more than 7% after third-quarter earnings per share ($1.89) and revenue ($201.94 billion) missed analyst estimates. Capital spending reached $77.3 billion, above the $58.7 billion estimate, and free cash flow was negative $42.4 billion; Amazon reiterated its $220 billion full-year capex forecast and said spending would rise meaningfully in 2027. AWS was the bright spot: revenue grew 39% to $45.98 billion, slightly beating expectations, with CEO Andy Jassy forecasting growth above 40% next year and in fiscal 2028. Retail and advertising revenue missed estimates, while fourth-quarter revenue guidance of $240-247 billion came in below the analyst consensus midpoint. ### Source excerpt Shares of Amazon.com Inc. fell more than 7% in late trading today after the company missed expectations on earnings and revenue and reported rising negative free cash flow as it continues to throw billions of dollars at its cloud infrastructure build out. The company reported third-quarter earnings before certain costs such as stock compensation of [...] The post Despite cloud boom, Amazon's stock falls on disappointing earnings and revenue miss appeared first on SiliconANGLE. ## IR trends Q3 2026: Actors impersonate IT help desks in vishing attacks as ransomware activity increases DevFeed: [IR trends Q3 2026: Actors impersonate IT help desks in vishing attacks as ransomware activity increases]() Original publisher: [Read original article]() Author: Aliza Johnson Published: 2026-10-29T14:00:00Z Content type: news Language: en Sources: [Cisco Talos Blog]() Topics: [Cybersecurity](), [Vishing](), [ransomware](), [credential-based attacks](), [Cybercrime](), [Credential theft](), [ai-assisted attacks](), [Finance]() Tags: [2026](), [ai](), [ai-assistant](), [ai-powered](), [ai-tools](), [anthropic](), [anthropic-claude](), [cisco-talos-incident-response](), [ctir-trends](), [finance](), [phishing](), [q3](), [ransomware](), [talos-ir-trends](), [vishing]() ### AI overview In Q3 2026, phishing remained the most common initial access vector (37% of engagements), while exploitation of public-facing applications accounted for 33%. Ransomware and pre-ransomware cases rose to 27%, with attackers often using vishing and IT help-desk impersonation to gain remote access, then disabling EDR through vulnerable drivers or WDAC. Talos also observed prolonged, stealthy intrusions into telecommunications networks attributed with high confidence to China state-sponsored actors, including Salt Typhoon, and cases involving AI tools or credentials. The report identifies insufficient logging, weak credential management, and inadequate authentication or MFA as recurring weaknesses. Its recommendations include centralized logging with at least 90 days of retention, phishing-resistant MFA, blocking legacy authentication, and securely storing, limiting access to, and promptly rotating or revoking credentials and secrets. ### Source excerpt Phishing remained the leading initial access technique, while percentage of ransomware and pre-ransomware cases increased. Finance and public administration tied as the top-targeted industries. ## Cloudflare DDoS Threat Report 2026 Q3: More swarms, fewer giants DevFeed: [Cloudflare DDoS Threat Report 2026 Q3: More swarms, fewer giants]() Original publisher: [Read original article]() Author: Cloudforce One Published: 2026-10-29T12:55:00Z Content type: news Language: en Sources: [Cloudflare Blog]() Topics: [Threat Research](), [Cloudflare](), [IoT botnets](), [Internet Traffic](), [Threat Hunting & Intel](), [Cloudforce One](), [threat detection]() Tags: [2](), [2025](), [2026](), [3](), [about](), [accelerated](), [account](), [actions](), [attacks](), [botnet](), [cldap](), [cloudflare](), [cloudforce-one](), [data](), [ddos](), [fewer](), [more](), [over](), [q3](), [report](), [security](), [threat-intelligence](), [threat-report]() ### AI overview Cloudflare reports 18.2 million network-layer DDoS attacks and 14.4 trillion HTTP DDoS requests mitigated in Q3 2026. Attacks were more frequent but often short and low-bandwidth: 96% of network-layer attacks lasted under 10 minutes and 98% stayed below 1 Gbps. Attacks exceeding 1 Tbps fell from 805 in Q2 to 251 in Q3, coinciding with earlier takedowns of four major IoT botnets, though new variants and substantial Mirai activity persisted. Attack methods shifted sharply: CLDAP fell to 0.05% of attacks, while DNS amplification rose 215% and UDP floods grew from 14.06% to 31.31%. The United States became the most-attacked location, and targets broadened beyond media to include Internet, consumer services and adult entertainment. Cloudflare says its network autonomously mitigates attacks and offers service providers a free DDoS botnet threat feed; these are the provider's reported capabilities. ### Source excerpt Cloudflare mitigated over 8,200 DDoS attacks per hour in Q3 2026 as attackers shifted to shorter, high-frequency strikes. Explore the latest threat data, including the collapse of CLDAP vectors and the impact of recent botnet takedowns. ## Alphabet's stock sinks after shocking investors with top-and-bottom line miss DevFeed: [Alphabet's stock sinks after shocking investors with top-and-bottom line miss]() Original publisher: [Read original article]() Author: Mike Wheatley Published: 2026-10-29T00:48:15Z Content type: news Language: en Sources: [SiliconANGLE]() Topics: [hosting](), [Google Search](), [AI Chat]() Tags: [adoption](), [agents](), [ai](), [ai-assistants](), [alphabet](), [capex](), [capital-expenditures](), [cash-flow](), [cloud](), [cloud-computing](), [earnings](), [engine](), [financial-results](), [free](), [free-cash-flow](), [google](), [google-cloud](), [investors](), [news](), [operating-income](), [q3](), [revenue](), [search](), [search-engine](), [shares](), [stock](), [sundar-pichai](), [the-latest](), [third-quarter](), [top-story-2](), [trading]() ### AI overview Alphabet missed third-quarter earnings, revenue and operating income estimates, while free cash flow turned negative at $9.07 billion and net income fell year over year; its stock dropped more than 9% in after-hours trading. Capital spending was below analysts' estimate, yet the company maintained its $195-$205 billion full-year forecast and expects spending above $300 billion in fiscal 2027. Google Cloud revenue more than doubled to $30.7 billion, exceeding expectations, while search revenue rose 12% but fell short of forecasts. The excerpt says AI infrastructure demand is boosting Cloud, including demand from rival AI firms, but raises questions about capacity, investment costs and whether demand is broad enterprise adoption or concentrated among a few AI companies. An analyst argues financial losses explain much of the earnings miss, while the operating income shortfall and growing depreciation and financing costs remain concerns. ### Source excerpt Shares of Alphabet Inc. fell more than 9% in after-hours trading after the Google parent reported a stunning earnings miss and a substantial drop in free cash flow at the end of its third quarter. The search engine and cloud computing giant reported third-quarter adjusted earnings of just $2.67 per share, some way behind Wall [...] The post Alphabet's stock sinks after shocking investors with top-and-bottom line miss appeared first on SiliconANGLE. ## SK Hynix Reports Record Q3 Results Driven by AI Memory Surge DevFeed: [SK Hynix Reports Record Q3 Results Driven by AI Memory Surge]() Original publisher: [Read original article]() Author: News Desk Published: 2026-10-28T16:43:42Z Content type: news Language: en Sources: [EE Times]() Topics: [DRAM price increase](), [memory price increases](), [rampocalypse]() Tags: [ai](), [analog](), [analysis](), [business](), [capacity](), [capex](), [cloud-spending](), [commerce-department](), [community](), [contracts](), [designline](), [digital](), [dram](), [education](), [ee-times](), [ee-times-university](), [eelife](), [eelive-electronic-design](), [eet](), [electrical-engineering](), [electronic-components](), [electronic-engineering-times](), [electronics](), [embedded-systems](), [flash-memory](), [fundamentals-courses](), [hbm](), [hbm4](), [ipo](), [learning](), [memory](), [memory-chips](), [mixed-signal](), [news](), [opinion](), [part-search](), [prices](), [product-search](), [production](), [q3](), [results](), [semiconductors](), [sk-hynix](), [software](), [supply-chain-distribution](), [supply-chain-plus-distribution-news](), [tech-papers](), [technology](), [video]() ### AI overview SK Hynix reported record third-quarter results, with revenue of 104.62 trillion won and operating profit of 83.33 trillion won. Counterpoint Research attributed momentum to standard DRAM prices rising to $2 per Gb and said the global DRAM market had reached $200 billion. SK Hynix expects a structural memory shortage through 2030, citing manufacturing complexity, and says long-term agreements with 14 technology companies cover more than half its capacity for 2027-2028. It discontinued its review of a potential Solidigm IPO and announced a fiscal 2026 shareholder return program of 100 trillion won, including dividends and buybacks. Counterpoint flagged a possible pullback in cloud spending as a major risk and expects Samsung to lead HBM4 market share in 2027; SK Hynix says proprietary packaging and customer partnerships will help preserve its lead. ### Source excerpt Long-term customer contracts and rising chip prices point to a change in how memory manufacturers manage multi-year production capacity and capex. The post SK Hynix Reports Record Q3 Results Driven by AI Memory Surge appeared first on EE Times. ## 71% of vulnerability exploitation starts within a week of disclosure DevFeed: [71% of vulnerability exploitation starts within a week of disclosure]() Original publisher: [Read original article]() Author: Anamarija Pogorelec Published: 2026-10-27T05:30:33Z Content type: news Language: en Sources: [Help Net Security]() Topics: [known exploitable vulnerabilities](), [Vulnerabilities](), [Exploit](), [cve remediation]() Tags: [2026](), [actively-exploited](), [ai](), [critical](), [days](), [disclosure](), [exploitation](), [exploited](), [fixed](), [government](), [healthcare](), [news](), [organizations](), [patching](), [public](), [q3](), [ransomware](), [rapid7](), [report](), [schedules](), [security](), [time](), [vulnerabilities](), [vulnerability](), [vulnerability-disclosure]() ### AI overview Rapid7 reported an average of three days from public disclosure to exploitation of high-severity vulnerabilities, with 71% of tracked exploitation beginning in the first week. Researchers tracked 43 newly exploited high- or critical-severity flaws; 34 required neither authentication nor user interaction. The report says fixed patching schedules and CVSS scores alone may not identify immediate risk: teams also need to assess external exposure, active exploitation, and whether controls limit compromise. Rapid7 linked 15 vulnerabilities to six threat actors or clusters and found AI was an operational component in 8% of tracked threat reporting; in documented cases, humans set targets and objectives while AI assisted with tactical decisions and execution. The excerpt also reports rising U.S. government ransomware incidents and underground posts dominated by offers of network access. ### Source excerpt Attackers are exploiting newly disclosed security flaws within days, leaving organizations little time to respond, according to Rapid7's Q3 2026 Quarterly Threat Landscape Report. The company reported an average of three days between public disclosure and exploitation of high-severity vulnerabilities, with 71% of tracked exploitation occurring within the first week. Cumulative exploitation rate (Source: Rapid7) Exploitation puts pressure on fixed patching schedules Researchers tracked 43 newly exploited high- and critical-severity vulnerabilities during the quarter. Organizations ... More -> The post 71% of vulnerability exploitation starts within a week of disclosure appeared first on Help Net Security. ## Most of Anthropic's Q3 revenue came from models that barely existed six months ago DevFeed: [Most of Anthropic's Q3 revenue came from models that barely existed six months ago]() Original publisher: [Read original article]() Author: Amanda Caswell Published: 2026-10-26T18:29:26Z Content type: article Language: en Sources: [The New Stack]() Topics: [anthropic](), [Claude](), [Claude Code](), [Frontier AI]() Tags: [ai](), [ai-development](), [ai-models](), [ai-strategy](), [anthropic](), [automation](), [claude](), [claude-code-enterprise](), [coding-agents](), [customers](), [demand](), [developers](), [development](), [enterprise-users](), [financial](), [frontier-ai](), [latest-releases](), [migration](), [models](), [mythos](), [q3](), [revenue]() ### AI overview Anthropic's filing says models released in the six months before September 30, 2026, generated more than 80% of third-quarter revenue, though it does not break down revenue by model or show how many customers switched. Anthropic attributes customer spending to new releases and model capabilities, and says revenue funds the research, computing, and talent needed to build more capable models, which may attract further customers and spending. The filing does not establish that demand drove the faster release schedule. It also reports that the heaviest Claude Code enterprise users spend roughly 20 times more than other enterprise users, without identifying which models they use. The excerpt suggests developers consider whether smaller or cheaper models can meet their needs, but provides no comparative performance or cost data. ### Source excerpt Anthropic's long-awaited S-1, filed Monday ahead of its planned Nasdaq debut under the ticker ANT, shows how quickly customers are The post Most of Anthropic's Q3 revenue came from models that barely existed six months ago appeared first on The New Stack. ## Meta Confirms Lower Quest Sales, Says New VR Headsets Must Deliver "major breakthroughs" DevFeed: [Meta Confirms Lower Quest Sales, Says New VR Headsets Must Deliver "major breakthroughs"]() Original publisher: [Read original article]() Author: Scott Hayden Published: 2026-10-26T13:20:17Z Content type: news Language: en Sources: [Road to VR]() Topics: [immersive web](), [Glasses & AR Tech]() Tags: [ai](), [ai-glasses](), [company](), [earnings](), [fast](), [first](), [glasses](), [headset](), [labs](), [major](), [meta](), [meta-quest-3-news-reviews](), [moving](), [news](), [q3](), [quest](), [reality](), [reality-labs](), [report](), [sales](), [vr](), [xr-industry-news]() ### AI overview Meta reported Q3 2026 Reality Labs revenue of $443 million, down 6% due to lower Quest sales, partly offset by strong AI glasses growth. Mark Zuckerberg said Meta will release new VR devices only when they deliver "major breakthroughs," signaling a slower pace of hardware upgrades as the company prioritizes personal AI. He still sees VR as a path toward everyday holographic glasses, but the excerpt says Meta VR Glasses are planned for Spring 2027 at $1,300, aimed at prosumers and professionals. The author questions where the game-focused Quest platform fits, noting Meta has pulled back funding for major VR content and speculating that holiday discounts could help sales; those discounts are not confirmed. ### Source excerpt According to Meta's recent quarterly earnings report, Quest headset sales are declining, however AI glasses are growing fast enough to partially offset a slump in Reality Labs revenue. And moving forward, the company says only the "major" VR breakthroughs will warrant productization. The News "Within our Reality Labs segment, Q3 revenue was $443 million, down [...] The post Meta Confirms Lower Quest Sales, Says New VR Headsets Must Deliver "major breakthroughs" appeared first on Road to VR. ## Busy Plugin Developers Newsletter - Q3 2026 DevFeed: [Busy Plugin Developers Newsletter - Q3 2026]() Original publisher: [Read original article]() Author: Elena Kerpeleva Published: 2026-10-25T23:20:22Z Content type: news Language: en Sources: [JetBrains]() Topics: [intellij idea plugin](), [jetbrains](), [gradle-plugin](), [Developer Events](), [Tool](), [Learning](), [Windows Subsystem for Linux](), [remote-development]() Tags: [2026](), [acp](), [ai](), [broadcom](), [busy-plugin-developers](), [conf](), [dev](), [developer](), [developers](), [developing](), [event](), [experts](), [free](), [independent](), [intellij-platform](), [jetbrains](), [marketplace](), [news](), [newsletter](), [newsletters](), [online](), [plugin](), [q3]() ### AI overview The newsletter highlights several practical JetBrains plugin updates. Plugin descriptions can now be edited on Marketplace pages without uploading a new archive; Marketplace also collects UI freeze reports with thread dumps and CPU snapshots. IntelliJ Plugin Verifier 1.411 adds content-module dependency checks and uses less memory for selected checks and report generation. IntelliJ Platform Gradle Plugin 2.19.0 adds multi-platform build variants for 2026.1+, offline support, and expanded test configuration; it also removes the deprecated `setupDependencies` task, a breaking change. For pre-release testing, the newsletter recommends alpha, beta, canary, or EAP channels to share work with limited user groups without affecting the main release. Other featured resources cover plugin generation, WSL support, native calls via JNA or FFM, and persistent settings with PropertiesComponent. ### Source excerpt Your quarterly dose of plugin dev news, tools, and tips from JetBrains āš”JetBrains Plugin Developer Conf 2026 Is Coming! November 10, 2026 | Online | FreeJoin our annual free virtual event on developing plugins for JetBrains products. You'll hear talks from SAP, Broadcom, JetBrains experts, and independent plugin authors. šŸ¤– AI meets plugins: ACP and [...] ## Network Stats Q3 2026: Higher Baselines, Shifting Patterns DevFeed: [Network Stats Q3 2026: Higher Baselines, Shifting Patterns]() Original publisher: [Read original article]() Author: Brent Nowak Published: 2026-10-22T13:00:00Z Content type: news Language: en Sources: [Backblaze]() Topics: [Internet Trends](), [Data analysis](), [Data visualization](), [Cloud]() Tags: [2023](), [2025](), [2026](), [about](), [absolute](), [b2cloud](), [backblaze](), [capacity](), [cloud](), [cloud-storage](), [data](), [demand](), [explore](), [featured](), [featured-cloud-storage](), [latest](), [neocloud](), [network](), [networkstats](), [patterns](), [post](), [q3](), [stats](), [storage](), [traffic](), [uncategorized]() ### AI overview Backblaze's network traffic hit a new peak in July 2026, while CDN traffic stayed above its prior baseline and neocloud demand remained high through Q3. The report finds regional shifts, including strong US-East CDN growth and rising neocloud activity across US-East, US-West, and EU-Central; it cautions that these patterns reflect Backblaze's customers and workflows and may be affected by a few high-volume flows. To handle variable demand, the network team expanded private interconnections and transit, reporting year-over-year growth of 79% on PNI links and 61% on transit, and moved provisioning from dual 100 Gbps links toward multi-100 Gbps and 400 Gbps deployments. The dataset covers three quarters of operationalized comparisons, so the authors say they will continue tracking whether trends persist. ### Source excerpt Backblaze's Q3 2026 Network Stats reveal higher traffic baselines, expanding neocloud activity, and regional shifts in data movement. Explore the latest heatmaps and see how growing demand is shaping the connections and capacity behind our increasingly busy cloud storage network. The post Network Stats Q3 2026: Higher Baselines, Shifting Patterns appeared first on Backblaze Blog | Cloud Storage & Cloud Backup ## SAP delivers record quarterly revenue as its autonomous enterprise strategy picks up speed DevFeed: [SAP delivers record quarterly revenue as its autonomous enterprise strategy picks up speed]() Original publisher: [Read original article]() Author: Mike Wheatley Published: 2026-10-22T01:01:08Z Content type: news Language: en Sources: [SiliconANGLE]() Topics: [Agentic AI](), [Use Cases for Every Cloud Service Model]() Tags: [agent](), [ai](), [ai-agent](), [ai-models](), [applications](), [autonomous](), [autonomous-enterprise](), [backlog](), [cash-flow](), [christian-klein](), [cloud](), [cloud-backlog](), [cloud-revenue](), [earnings](), [enterprise-strategy](), [financial-results](), [news](), [outlook](), [q3](), [revenue](), [sap](), [sap-joule](), [software](), [the-latest](), [third-quarter]() ### AI overview SAP reported quarterly sales of EUR 10.27 billion, above analysts' EUR 10.10 billion estimate, with cloud revenue up 25% to EUR 6.67 billion and its cloud backlog up 26% to EUR 24.11 billion. It kept its full-year operating profit outlook at EUR 11.8-EUR 12.2 billion and expects fiscal 2026 subscription revenue near the upper end of its EUR 25.8-EUR 26.2 billion forecast, while warning that the economic outlook is gloomy and the fourth quarter will be critical. CEO Christian Klein linked results to SAP's autonomous enterprise strategy. Its Joule AI agent connects to more than 70 AI models and acts as a conversational layer alongside SAP applications; Klein said AI drove cloud adoption during the quarter and hundreds of customers subscribed to access Joule. ### Source excerpt Europe's biggest software company SAP SE delivered record-breaking quarterly revenue after surpassing the EUR 10 billion ($11.2 billion) barrier for the first time earlier today, while delivering a 26% increase in its current cloud backlog and lifting its revenue outlook for the full year. The Germany-based firm reported earnings before certain costs such as stock compensation [...] The post SAP delivers record quarterly revenue as its autonomous enterprise strategy picks up speed appeared first on SiliconANGLE. ## IBM tops expectations as it struggles to bounce back from Q2 mainframe slump DevFeed: [IBM tops expectations as it struggles to bounce back from Q2 mainframe slump]() Original publisher: [Read original article]() Author: Mike Wheatley Published: 2026-10-22T00:20:24Z Content type: news Language: en Sources: [SiliconANGLE]() Topics: [ibm](), [Mainframe]() Tags: [arvind-krishna](), [consulting-revenue](), [earnings](), [financial-results](), [ibm](), [ibm-earnings](), [ibm-q3](), [ibm-shares](), [ibm-software-sales](), [ibm-stock](), [infra](), [infrastructure-revenue](), [mainframe](), [news](), [q3](), [revenue](), [rise](), [stock](), [the-latest](), [third-quarter](), [top-story-6](), [wall-street]() ### AI overview IBM beat third-quarter expectations, with adjusted earnings of $2.95 per share, revenue up 5% year over year to $17.1 billion, and net income rising to $2.19 billion. Software grew 8%, infrastructure 4%, while consulting was roughly flat. AI represented about 30% of consulting revenue and 35% of backlog, but consulting gross margin fell to 27.4%, and adjusted gross margin missed consensus. More than two-thirds of delayed mainframe deals closed in the quarter after weak IBM z17 sales contributed to the prior-quarter shortfall. IBM kept its annual revenue growth outlook at 4%-5% and raised its free-cash-flow growth expectation to over $1 billion. Despite the earnings beat, its stock gave up intraday gains after results and remained down more than 13% from its July 13 close. ### Source excerpt IBM Corp. saw its stock rise more than 4% during regular trading today, only to see all of those gains wiped out in the late trading session shortly after posting better-than-expected third-quarter financial results. The company reported adjusted earnings of $2.95 per share, easily beating Wall Street's forecast of $2.86 per share. Revenue for the [...] The post IBM tops expectations as it struggles to bounce back from Q2 mainframe slump appeared first on SiliconANGLE. ## Meta says Muse has over 10M users, with shopping a top activity DevFeed: [Meta says Muse has over 10M users, with shopping a top activity]() Original publisher: [Read original article]() Author: Sarah Perez Published: 2026-10-21T21:14:19Z Content type: news Language: en Sources: [TechCrunch | AI News & Artificial Intelligence]() Topics: [agentic commerce fraud](), [Finance](), [Instagram]() Tags: [agentic-commerce](), [agentic-shopping](), [ai](), [ai-agent](), [ai-apps](), [ai-models](), [app](), [apps](), [commerce](), [company](), [compute](), [compute-costs](), [confidential-vm](), [cost-efficiency](), [daily](), [e-commerce](), [earnings](), [ecommerce](), [meta](), [muse](), [personal](), [productivity](), [q3](), [shopping](), [social](), [users]() ### AI overview Meta says its AI app Muse has more than 10 million users, with about 25% of people who set it up using it daily. Shopping is a prominent activity: over a quarter of engaged users shopping through the agent had an average purchase size above $200, and Meta says Muse uses Plaid's connector for agentic shopping. Users also connect Muse to email and calendars for productivity. Meta cites Muse Secure VM as a data protection feature and says a planned Confidential VM will prevent Meta from seeing user content. The company plans to keep Muse free for most users, earn a share of commerce, and charge power users for advanced models or more tokens. Zuckerberg says Muse is currently compute-intensive and Meta expects to improve cost efficiency by more than 10x in the next year; profitability depends on scaling revenue. ### Source excerpt Meta Muse users are adopting the app for shopping and personal productivity, the company said during Q3 earnings. The AI app now has over 10M users. ## 5 takeaways from the State of Software Delivery Q3 Pulse report DevFeed: [5 takeaways from the State of Software Delivery Q3 Pulse report]() Original publisher: [Read original article]() Author: Jacob Schmitt Published: 2026-10-21T15:00:00Z Content type: news Language: en Sources: [CircleCI]() Topics: [CI/CD](), [dora metrics](), [merge efficiency ratio](), [AI-assisted coding](), [CircleCI]() Tags: [1-7](), [2](), [2026](), [22](), [3](), [about](), [account](), [adapting](), [agent](), [ci-cd-benchmarks](), [circleci](), [circleci-news](), [delivery](), [developer-productivity](), [gap](), [merge-efficiency-ratio](), [popular](), [pulse](), [q3](), [report](), [software](), [software-delivery](), [software-delivery-metrics](), [software-delivery-pulse](), [software-delivery-report](), [state](), [state-of-software-delivery](), [teams](), [velocity-gap]() ### AI overview CircleCI's Q3 report, based on more than 22 million workflows, finds that faster builds and higher pass rates have not translated into faster delivery for most teams. Main-branch success rose from 70.8% in Q1 to 78.3% in Q3, and median duration fell to 2:02, while median throughput stayed at 1.7 runs per day. Feature-branch activity grew much faster than main-branch activity, suggesting teams are starting more parallel work without finishing it at the same rate. The top 5% increased main-branch throughput per workflow by 31% since Q1 and used fewer CI cycles per shipped change: about 3.6 versus roughly five for the median team. The report recommends reducing unnecessary validation cycles by catching failures before pushing, shortening feedback loops, equipping agents to investigate and fix CI failures, and keeping changes small enough to review and merge easily. ### Source excerpt The fastest software teams are pulling further ahead. Find out what's holding everyone else back and how to close the gap in CircleCI's Q3 Pulse report. [Next page]()