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Oura is acquiring medical AI chatbot startup Counsel Health

10 November 2026 at 22:40

Oura announced its quarterly earnings today and said it agreed to acquire Counsel Health for $625 million, after adding the company's AI chatbot to its app earlier this year. Counsel Health calls itself an "AI-native primary care company," using the app to deliver AI-generated responses and insights based on users' health data reported from their wearables that can then proceed to a conversation with one of its in-house physicians.

Oura says it expects the deal to close before the end of the year.

Oura CEO Tom Hale said in an interview with Bloomberg that the acquisition is part of a plan to connect wearables, clinical AI, and access to do …

Read the full story at The Verge.

Anthropic targets $1.4 trillion IPO

10 November 2026 at 15:06
Anthropic logo on an orange background.

Anthropic confirmed on Tuesday that its IPO could be one of the biggest ever, even while falling short of previous expectations. Its IPO price is expected to be between $70.00 and $78.00 per share, which would put its valuation as high as $1.4 trillion, according to the New York Times. The Wall Street Journal reports that according to its sources, Anthropic is "aiming for its shares to start trading Thursday or Friday next week."

As Reuters notes, the Anthropic IPO was previously expected to be valued at as much as $2 trillion. As of last week, Anthropic's rival OpenAI was valued at $1.25 trillion.

Those lower expectations follow months of …

Read the full story at The Verge.

David Ellison says AI could be the β€˜biggest creative unlock in modern history’

10 November 2026 at 01:28

During Paramount Skydance's latest earnings call, CEO David Ellison said "it's hard to imagine" AI won't have a bigger impact on the film industry than CGI. In response to a question about the company's outlook for AI, Ellison said:

"I think when you zoom out and look at production, AI really has the potential to be the biggest creative unlock in modern history. The last time we saw anything close to this was really the, you know, advent of CGI and digital composites in the early 90s. That technology gave birth to amazing stories like Jurassic Park and Terminator 2, and it's hard to imagine that AI is not going to have a more significant i …

Read the full story at The Verge.

Everything we know so far about the Nvidia spy scandal targeting CEO Jensen Huang

10 November 2026 at 00:07

The leather-jacketed CEO of Nvidia, Jensen Huang, has acknowledged an affair with Megaspeed exec Alice Huang, spurring an investigation by his company and intense discussions worldwide. Recent reporting noted that since last year, US intelligence reports had identified Alice Huang (no relation) as not only the exec for an AI compute company renting access to Nvidia GPUs, but also a spy for China’s Ministry of State Security.

In recent years, Nvidia has become a key part of the Trump administration’s AI push, a central figure in negotiations over potential Chinese access to cutting-edge AI hardware, and a company that has used its now $4 trillion-plus market cap to finance other AI companies, including the β€œneoclouds” like Coreweave who have been some of its biggest customers. So far, Nvidia and Jensen Huang have said that they have β€œno reason to believe that either national security or NVIDIA secrets were compromised,” but that hasn’t settled things as the investigation continues.

OpenAI valued at $1.25 trillion, as rival Anthropic nears its IPO

7 November 2026 at 00:46

OpenAI is now valued at $1.25 trillion in a new round of funding that has raised another $11 billion, according to Bloomberg. That would make it one of the world's most valuable companies, not long after raising $122 billion from investors in March at a valuation of $852 billion.

Echoing FT and Wall Street Journal reports from last week, Bloomberg says OpenAI is still pursuing additional investments that could increase the amount to $20 billion, and that it had initially hoped to raise as much as $30 billion at a higher valuation of $1.4 trillion. That was before tech stocks dropped, and the results of the midterms showed how much public o …

Read the full story at The Verge.

Fox bought Roku

6 November 2026 at 16:00
Fox and Roku logos

Fox has officially closed its $22 billion acquisition of Roku, the companies announced on Friday. With Roku under its umbrella, Fox now controls a major streaming platform that reaches more than 100 million households in the US.

First announced in June, the deal will allow Fox to bring Fox Sports, news content, and local stations to Roku. "I would expect that we can grow our viewership in the US with a combination of Roku technology, Roku's platform, the tremendous content that's on The Roku Channel, and the content that Fox brings to it as well," Fox CEO Lachlan Murdoch said at the time. Along with Roku, Fox also operates its own Fox One s …

Read the full story at The Verge.

Playstation and Spider-Man performance see Sony profits surge

5 November 2026 at 12:00
An image from Spider-Man: Brand New Day

Sony is enjoying a sharp profit spike in its latest quarterly financials, largely driven by its PlayStation business and the blockbuster success of Spider-Man: Brand New Day. According to the company's September earnings, Sony's net profits climbed to 449.60 billion yen (about $2.84 billion) for the three months ended September - a 44 percent increase compared to the 311.4 billion yen ($1.96 billion) it reported for the same period last year.

Spider-Man: Brand New Day was a notable contributor, which released in July and became the third-highest grossing movie in history by earning $2.52 billion at the global box office. That's a huge boost …

Read the full story at The Verge.

Qualcomm is betting big on data centers as smartphone sales sink

4 November 2026 at 23:42
Qualcomm logo over a multicolored illustration

With smartphone sales tanking by around 20 percent compared to 2025, Qualcomm is looking to data centers to help boost its bottom line. During its Q4 2026 earnings call, the company laid out its plans to make a splash in the AI data center business, through partnerships with companies like Amazon and Meta announced earlier this year. The company expects that portion of its business to grow quickly, forecasting around $650 million in data center revenue during the first quarter of 2027. But it anticipates that will reach $5 billion by the end of 2027 and $15 billion by 2029.

Considering the company's total revenue for 2026 was $10.4 billion, …

Read the full story at The Verge.

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