Orsted CEO on US midterm elections said the company welcomes clarity in the outcome.

Qualcomm (QCOM.O) reported fiscal 2026 Q4 revenue $10.32 bln and adjusted EPS $2.17, versus market expectations of $10.11 bln and $2.16. It guided next-quarter revenue $10.4–11.2 bln (market $10.48 bln) and adjusted EPS $2.15–2.35, with the EPS midpoint below the $2.32 consensus. Qualcomm said a memory-chip shortage and rising component and manufacturing costs led smartphone OEMs to cut production; handset chip revenue fell 26% YoY to $5.14 bln and company revenue declined 8% YoY. CEO Amon said data-center weakness reflects supply constraints, not demand, and the company expects fiscal 2027 data-center revenue of $5 bln. Automotive revenue rose 89% YoY to about $2 bln and IoT revenue rose 4% to about $1.89 bln, both beating estimates. Shares fell more than 5% in after-hours trading.

剛剛，Anthropic旗下Claude Code及Cowork產品負責人Cat Wu宣佈已加入OpenAI，這距離她官宣離開Claude Code僅僅一天左右的時間。Cat Wu此前參與推動Claude Code從內部原型發展爲商業化產品，並積累了AI編程智能體及通用工作智能體的產品開發經驗。 OpenAI與Anthropic正在加緊爭奪企業AI市場，此次人事變動引發市場關注。風險投資機構Menlo Ventures的最新報告顯示，Anthropic已佔據企業大模型API支出的55%，領先OpenAI的31%。Cat Wu的加盟可能幫助OpenAI加快Codex及通用智能體產品迭代，將複雜任務執行、模型評測和企業部署經驗引入更廣泛的應用場景。隨着前沿模型能力不斷提升，具備模型評測、智能體設計和商業化落地經驗的產品人才正成爲AI巨頭爭奪的重要資源。