Apple Earnings, AMD AI Chip Report Card, Amazon AWS 39% Growth and More

AI

Apple Reports FQ4 2026, CEO John Ternus Takes His First Earnings Call

Apple released its FQ4 2026 results on November 2. This marks the first earnings call for CEO John Ternus, who succeeded Tim Cook on September 1, joined by CFO Kevan Parekh.

Wall Street consensus expected roughly $113.4 billion in revenue and $1.99 EPS. In the prior quarter (FQ3), Apple posted $109.4 billion in revenue (up 16% YoY) and $2.02 EPS. The company’s own guidance called for 9% to 11% year-over-year revenue growth.

This quarter serves as the first full-quarter report card for Apple Intelligence. The market is also watching whether the $100 iPhone price hike affected demand. Note that iPhone Duo falls outside the FQ4 period (June 28 to September 26).

AMD Q3 Results Due November 3 — A Bellwether for AI Chip Demand

AMD reports Q3 2026 results after market close on November 3. The company guided Q3 revenue to approximately $13.0 billion (plus or minus $300 million) with non-GAAP gross margins near 56%.

Consensus estimates sit around $13.1 billion in revenue. In Q2, AMD beat expectations with non-GAAP EPS of $1.66 versus consensus of $1.55. Management signaled accelerating data center sales in the second half.

The stakes are higher than usual. Intel’s recent PC-market warning triggered a 29% single-day stock drop and roughly $1 trillion in semiconductor market cap losses. AMD’s results will help determine whether the weakness is Intel-specific or an industry-wide problem.

Big Tech

Amazon Q3 Revenue Hits $201.9B, AWS Grows 39% — but $77B CapEx Weighs

Amazon posted Q3 revenue of $201.9 billion (up 12% YoY), narrowly missing the $202.26 billion consensus. Net income came in at $20.7 billion, or $1.89 per share.

AWS revenue reached approximately $46 billion, up 39% YoY, putting it on a $184 billion annual run rate. However, quarterly CapEx surged to $77 billion (from roughly $35 billion a year earlier), pushing trailing 12-month free cash flow to negative $42.4 billion.

Q4 revenue guidance sits at $240 to $247 billion (12% to 16% growth). Amazon held its 2026 full-year CapEx outlook at approximately $220 billion. The central question for investors remains when AI infrastructure spending will convert into returns.

KYEC Commits Up to $1.4B for US Chip Testing Facility, Backed by NVIDIA Prepayment

Taiwan-based semiconductor testing firm KYEC (King Yuan Electronics) is building a chip testing facility in the United States worth up to $1.4 billion. The board approved the investment on July 10.

On October 13, KYEC signed a prepayment agreement with NVIDIA under which NVIDIA pays upfront to reserve future US testing capacity. The funds go to KYEC and its US subsidiary, AeternZ Semiconductor Testing Corp.

KYEC opened its first overseas facility in Singapore in May for $78 million, focused on AI chip testing. The US investment signals a broader global build-out of back-end semiconductor infrastructure driven by surging AI chip demand.

Tower Semiconductor Posts Record $526M Q3 Revenue — Silicon Photonics Surges

Tower Semiconductor reported Q3 revenue of $526 million (up 33% YoY), a quarterly record. Gross profit reached $179 million, nearly doubling from $93 million a year ago. Operating profit hit a record $127 million (excluding non-recurring items).

The silicon photonics business reached an annual revenue run rate of $680 million as of Q2, up from $180 million a year earlier. Tower has secured $1.3 billion in silicon photonics contracts for 2027, along with $290 million in advance payments tied to capacity reservations.

Q4 revenue guidance is approximately $600 million (plus or minus 5%). The CEO stated that silicon photonics production capacity will grow fivefold from Q4 2025 levels by end of 2026.

Startups

nPhase Closes $30M Series D Led by Viking Global — First Outside Funding in 7 Years

Clinical data platform nPhase closed a $30 million Series D led by Viking Global Investors. It is the company’s first external equity raise since 2017.

nPhase operates a platform for collecting and analyzing clinical trial data. The funds will go toward expanding agentic AI capabilities. The round is notable for its long gap — seven years of self-funded operations before tapping outside capital to meet growing AI feature demand.

Marble Cognition Raises $3.75M Pre-Seed for Observation-Based AI Agents

Munich-based AI startup Marble Cognition announced a $3.75 million pre-seed round co-led by Heartcore Capital and Seedcamp on November 2.

The company builds AI agents that learn by watching employees perform tasks — no explicit rule-writing required. Unlike traditional RPA, the agents learn behavioral patterns through observation. The funding goes toward inference infrastructure, Munich team growth, and a US launch.

Open Source

Git 2.56.0 Ships — Rust Enabled by Default, Safer Conflict Resolution

Git 2.56.0 has been officially released, featuring 748 non-merge commits from 104 contributors. The release follows the September RC0 after a stabilization period.

Rust support is now enabled by default, with the project considering making it mandatory at version 3.0. A new git add --resolved workflow makes conflict resolution safer, and merge-base traversal speed has been significantly improved. Server-side bitmap-compatible repacking is also new.

The Git for Windows build includes security fixes for the eMudhra Intermediate CA compromise and patches for Git LFS CVE-2026-105803.

AiSOC Trends on GitHub with 6,300+ Stars as an Open Source AI Security Operations Center

Open source AI security operations center AiSOC has crossed 6,300 GitHub stars and entered the November trending charts.

The project provides AI-driven threat detection and automated security event analysis. Its core goal is to automate repetitive SOC analyst tasks using AI. With cybersecurity staffing shortages affecting organizations worldwide, an open source AI approach to security operations is drawing significant developer attention.

Gaming

ArcheAge Chronicles Launches in Steam Early Access Today

XLGAMES’ open-world action MMORPG ArcheAge Chronicles launches on Steam Early Access on November 3 at 3:00 PM PT. The price is $29.99.

The game ranked 5th at Steam Next Fest and boasts over 1,000 exploration elements. Early Access is expected to last 9 to 12 months, with the full release adding more regions, gender options, a third weapon per class, and expanded life skills. PS5 and Xbox Series versions will ship alongside the 1.0 launch.

PS Plus November Lineup — Dead Island 2, Tomb Raider IV-VI, Monster Train 2

PlayStation Plus free games for November become available on November 3.

The lineup includes Dead Island 2, Tomb Raider IV-VI Remastered, and Monster Train 2. Subscribers can add them to their library through November 30. All PS Plus tiers are eligible. The October lineup (F1 25, Hunt: Showdown 1896, Earth Defense Force: World Brothers 2) rotates out.

Apex Legends Season 31 ‘Cipher’ Goes Live Today — Crypto Rework Headlines

Apex Legends Season 31 ‘Cipher’ launches November 3 at 10:00 AM PT.

The headline change is a major Crypto legend rework. The season introduces a new Akimbo Wingman weapon and Stronghold air drops. Revenant and Lifeline receive buffs, while Loba, Prowler, and Nemesis get nerfed. According to Respawn’s 2026 roadmap, Season 31 runs through January 2027 and includes the ALGS Year 6 Championship and two Wildcard events.

References

Apple Investor Relations — Apple
Apple FQ3 2026 SEC Filing — SEC
Apple Q4 2026 Earnings Date & Estimates — MarketBeat
AMD Investor Relations — AMD
AMD Q3 2026 Earnings Preview — Hudson Labs
Intel $1 Trillion Semiconductor Market Cap Wipeout — Tom’s Hardware
Amazon IR — Amazon
AWS Q3 Revenue Growth — Constellation Research
KYEC Official Site — KYEC
KYEC US Facility Investment — Construction Review
NVIDIA Prepays KYEC US Testing Capacity — Dealroom
KYEC Singapore Facility — Taiwan News
Tower Semiconductor Q3 2026 SEC Filing — SEC
Tower Semiconductor Silicon Photonics Contracts — Globes
Tower Semiconductor Operating Profit — Yahoo Finance
nPhase $30M Series D — FourWeekMBA
Marble Cognition Pre-seed — Tech.eu
Highlights from Git 2.56 — GitHub Blog
Git 2.56 RC0 — Phoronix
Git 2.56 Features — Warp2Search
Git for Windows v2.56.0 — GitHub
AiSOC Repository — GitHub
ArcheAge Chronicles Early Access — Gematsu
ArcheAge Chronicles Steam Next Fest — Inven Global
PlayStation Blog — Sony
PS Plus November Games — Gagadget
Apex Legends Official — EA
Apex Legends Season 31 Patch Notes — Esports.gg
Apex Legends 2026 Roadmap — EA