Life sciences group Thermo Fisher agrees to acquire PE-owned drug trial software maker Clario for $9.4B in an all-cash deal expected to close by mid-2026 (Oliver Barnes/Financial Times)

In the third quarter, tech giants Google, Meta, and Microsoft collectively invested nearly $80 billion in AI infrastructure, raising questions about their ability to convert this significant capital expenditure into profitable income. This massive investment highlights the competitive landscape of AI development and the ongoing race among these companies to lead in this transformative technology. As they navigate this financial commitment, the market is keenly observing how these investments will impact their future earnings and the broader tech industry.

Thermo Fisher Scientific has made a significant move in the life sciences sector by acquiring Clario, a drug trial data software firm, for up to $9.4 billion. This acquisition is noteworthy as it highlights Thermo Fisher's commitment to enhancing its capabilities in drug development and clinical trials, which could lead to more efficient processes and better outcomes in the pharmaceutical industry.

Nvidia has made history by becoming the first company to reach a $5 trillion market cap, marking a significant milestone in the tech industry. The company's stock climbed 5% in early trading, reflecting strong investor confidence. With a staggering 50% increase in 2025 alone and an impressive 1,275% rise since 2022, Nvidia's growth showcases its dominance in the market and the increasing demand for its products. This achievement not only highlights Nvidia's success but also sets a new benchmark for other companies in the tech sector.

Character.ai has announced a controversial decision to limit users under 18 to just two hours of conversations per day, with plans to phase out access entirely by November 25. This move raises concerns about the impact on young users who rely on AI for social interaction and learning. The decision reflects growing scrutiny over the effects of technology on youth, highlighting the balance between safety and accessibility in digital spaces.

Forge Global, a prominent platform for trading stakes in private startups, is reportedly considering a sale as its stock has plummeted by 90% since its IPO in 2021. This significant decline raises concerns about the viability of the platform and the broader implications for the private startup market. Investors and stakeholders are closely watching this development, as it could signal challenges in the startup ecosystem and affect future investments.

In a significant shift within Meta, Vishal Shah, who previously led the company's metaverse unit, is now taking charge of AI product management. This change comes as Meta aims to enhance its competitive edge against OpenAI's Sora, which has been rapidly developed. This move highlights Meta's commitment to advancing its AI capabilities and adapting to the fast-evolving tech landscape, making it a noteworthy development in the ongoing race for AI innovation.

ScaleAI is making significant strides in the field of artificial intelligence, showcasing how enterprise leaders are effectively leveraging generative and agentic AI technologies. This progress is crucial as it highlights the potential for businesses to enhance their operations and innovate, ultimately driving growth and efficiency in various sectors.

Delta Sharing is experiencing remarkable growth, boasting a 300% increase year-over-year. This surge highlights the platform's effectiveness in facilitating data sharing across organizations, making it a vital tool for businesses looking to enhance their analytics capabilities. As more companies adopt this technology, it signifies a shift towards more collaborative and data-driven decision-making processes.

The recent partnership between Databricks and Palantir is already making waves, with over 100 customers leveraging their combined strengths to transform their businesses. This collaboration not only enhances data analytics capabilities but also empowers organizations to make more informed decisions, driving innovation and efficiency. It's exciting to see how these companies are shaping the future of business through their strategic alliance.

WhatsApp is enhancing its security features by allowing users to utilize passkeys for their backups. This update is significant as it adds an extra layer of protection for personal data, making it harder for unauthorized access. With cyber threats on the rise, this move reflects WhatsApp's commitment to user privacy and security, ensuring that sensitive information remains safe.

The article highlights the significance of standard-cell architecture in adaptable ASIC designs, emphasizing its benefits such as being fully testable and foundry-portable. This innovation is crucial for developers looking to create flexible and reliable hardware solutions without hidden risks, making it a game-changer in the semiconductor industry.

WhatsApp has introduced a new feature that allows users to protect their end-to-end encrypted backups with passkeys. This enhancement is significant as it adds an extra layer of security for users' data, ensuring that their private conversations remain safe even when stored in the cloud. With increasing concerns over data privacy, this move by WhatsApp is a proactive step towards safeguarding user information.