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Thursday 29 October 2026 Top stories today: - Apple debuts touchscreen MacBook Pro with M5 Pro/Max chips - Alphabet Q3 revenue +25% YoY to $127.6B, net income -24% - Gemini 4 Carbon debuts as Google’s “strongest” model - Microsoft Cloud drives Q1 FY27 revenue +19% YoY to $92.3B - Samsung shares -6.6% on chip profit miss, higher CAPEX 0. Data & Calendar All values as of 6 AM ET / 3 AM PT, other than S&P500 and NASDAQ close (4 PM ET / 1 PM PT). All times are ET. Listen to our AI-generated podcast summarizing today’s newsletter (beware of hallucinations) 1. Apple debuts touchscreen MacBook Pro with M5 Pro/Max chips, light-up logo - Features a PROLED XDR tandem OLED display in 14” and 16” sizes, starting at $2,899 and $3,399, respectively. - Adds Dynamic Island, similar to the iPhone’s since 2022, a “newly designed hinge,” and an “enhanced six-speaker” system. - Mac is “built around the trackpad and keyboard,” but sometimes “it’s comfortable and handy to have touch,” John Ternus said. Framer is the AI website builder for teams that care about every detail. Agents work directly in the canvas, helping design pages, manage CMS content, write copy, add SEO, and audit sites. Build faster: Create, refine, and publish production-ready pages in minutes. Scale confidently: Manage content, localization, and metadata across your site. Stay in control: Review every change, collaborate in real time, and publish when ready. Trusted by teams at Miro and Perplexity *Sponsored. 3. Alphabet Q3 revenue +25% YoY to $127.6B, vs. $127.2B est., net income -24% - +30% YoY in operating income to $40.6B. - +12% in Google’s search revenue to $63.3B, slowing from +14.5% in Q3 2025, which Google attributed to “lower monetization” in AI Mode. - CAPEX totaled $51.4B, vs. $55.09B est., FY CAPEX guidance unchanged at $195B-$205B. - +9% YoY in YouTube ad revenue to $11.2B. - +11% in Google ad revenue to $82.01B. Google Cloud revenue +103% YoY to $30.7B, vs. $28.7B est. - Alphabet shares -10% after hours following earnings. Granola transcribes in-person conversations on your phone, not just the ones on your screen. A coffee, a walk, a room with no dial-in. Same notes either way. Download Granola and try it in your next meeting. 1 month off any paid plan with code BAYAREATIMES. *Sponsored. 5. Gemini 4 Carbon debuts as Google’s “strongest” model with advanced cybersecurity capabilities Gemini 4 Carbon has topped the Artificial Analysis Intelligence Index: - Initially rolling out to select cybersecurity defenders through Fairwind. - Priced at $4/$20 per 1M input/output tokens, matching Gemini 4 Argon, Claude Opus 5.5, and Muse Wonder, vs. GPT-6 Astra’s $10/$50 and Kimi K3.1 Pro’s $2/$10. - A 50% introductory discount is available. Athyna Intelligence builds what comes after. PhD researchers and domain experts author verified, containerized tasks in the Terminal-Bench and GDPval mold, spanning coding, finance, accounting, engineering, and more. On our harder tasks, frontier models score 0 out of 5. *Sponsored. 7. Microsoft Cloud drives Q1 FY27 revenue +19% YoY to $92.3B, net income +32% to $36.6B - +21% YoY in operating income to $45.9B. - OpenAI accounted for $10B in Q1 revenue, ~11% of Microsoft’s total, with another $7.2B in outstanding receivables. Q1 Azure revenue +40% YoY, while Windows OEM and devices revenue +5% - Xbox hardware revenue -14% YoY, while Xbox content and services revenue -2%. - Q1 CAPEX rose to $45.2B from $34.9B a year earlier, below Microsoft’s earlier $50B projection. - Free cash flow totaled $18.6B, vs. $8.5B est.
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