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Today's topics:
TSMC record profit amid sell-off - TSMC posted a record third-quarter net profit, up nearly 69 percent, with revenue of 46.7 billion dollars, showing strong AI chip demand despite falling semiconductor stocks.
AI debt fears hit markets - A seventh straight decline in a key chip index, a CoreWeave credit-risk spike and Fed Chair Kevin Warsh's comments on uneven AI impact fed investor worries about AI debt and circular financing, while Korea's Kospi rebounded.
Anthropic IPO valuation reassessed - Some Anthropic investors are reportedly eyeing a roughly 1.5 trillion dollar valuation ahead of a possible IPO, down from earlier 2 trillion dollar hopes, as revenue growth slows and AI financing costs rise.
Meta Muse Spark Open on Macs - Meta released Muse Spark Open, an 816-billion-parameter open-weight multimodal model, demonstrated running locally on two M5 Ultra Mac Studios amid reports of an Apple and Meta collaboration.
Apple AI approved in China - Apple is reportedly preparing to launch its Apple Intelligence AI platform in mainland China after receiving regulatory approval from Beijing.
John Ternus and iPhone Duo - New Apple CEO John Ternus debuts with the foldable iPhone Duo, signaling a return to hardware roots and a privacy-focused, practical AI strategy.
Tesla Roadster rocket-powered reveal - Tesla revealed its long-delayed second-generation Roadster at SpaceX's Texas facility with a rocket-assisted jump stunt, though production isn't expected until 2028.
SK hynix AI memory push - SK hynix showed its MARS rack-scale memory system, High Bandwidth Flash and a second-generation 256GB CXL 3.2 module at the OCP Global Summit to meet AI data center memory demand.
Google Willow magic state breakthrough - Google Quantum AI demonstrated magic state cultivation on its Willow processor, cutting errors about 40-fold and moving fault-tolerant quantum computing closer.
Robotics faces training data gap - Robotics lacks an internet-scale data supply, and teleoperation, simulation and human video each carry tradeoffs in the race to build a real-world data flywheel.
AI coding tools and hype - From Claude-assisted Linux driver reverse engineering and the rise of OpenAI Codex to internal vibe-coding tools at Ramp and Stripe, AI coding is booming, while critics warn about GitHub-star hype and AI costs placed on job candidates.
Redis adds Roaring bitmaps - Redis 8.12 will add opt-in native Roaring compressed bitmaps, saving memory and speeding o
