Regeneron Pharmaceuticals (REGN.O) shares rose 13.6% after third-quarter results beat expectations.

Mistral兌現Large 4權重開放計劃，並公佈更低API價格；OpenAI撤回Pro 200降額安排，Pro 100與500的Work及Codex額度翻倍。AWS季度收入增長39.3%，Bedrock詞元量同比接近此前17倍。國內，騰訊推出Buddy One跨應用辦公，智元發佈GO-3 Preview。模型脈搏追蹤Luna日量躍升第二，以及Mistral新評測的能力—成本取捨。

Bernstein analysts said Amazon (AMZN.O) Q3 ad revenue missed expectations, slowing to 12% YoY, which could intensify investor concern that AI is disrupting search-based monetization and echoes questions raised after ALPHABET’s results earlier this week. Bernstein noted ads remain a key profit driver for Amazon; the shortfall increases scrutiny despite Amazon’s optimistic Q4 ad-growth guidance.