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Reuters sources say a consortium of Silver Lake Partners and Saudi Arabia's Public Investment Fund has approached Unity Software with a roughly $25 billion acquisition offer, made weeks before Unity's Q3 earnings. Unity is said to be weighing the proposal and has retained an investment bank, though no deal had been reached as of November 6, and neither side has confirmed the report.
In its Q3 2026 shareholder letter, Airbnb disclosed it is building a new AI agent designed to act as a travel planner within its app, rejecting a traditional chatbot format in favor of a dynamic interface that generates maps, photos, itineraries and comparisons based on user queries. The company says the tool will let users take action directly within that interface and plans to roll it out starting in the first half of 2027.
In its Q3 2026 shareholder letter, Airbnb said it is building an AI agent to help users plan and book trips, targeting a launch in the first half of 2027. The company described a custom interface combining maps, photos, calendars and itineraries rather than a standard chatbot, arguing its hosting and booking experience gives it an advantage over simpler AI agents.
The November 3, 2026 episode of 9to5Mac Daily summarizes the top Apple news of the day, including Apple's fourth-quarter earnings report. The podcast episode, sponsored by Backblaze, is distributed via Apple Podcasts, Stitcher, TuneIn, Google Play and RSS feed.
Palantir reported third-quarter revenue of $2.31 billion, up 96% year over year and ahead of analyst estimates, with adjusted earnings per share of $0.44. U.S. commercial revenue hit $984 million, edging past U.S. government revenue of $953 million for the first time, driven by enterprises adopting its AI software. CEO Alex Karp told analysts that commercial customers are now signing shorter-duration contracts that move faster to deployment before later expanding.
On his first earnings call as Apple CEO, John Ternus reported $418 billion in fiscal 2026 revenue, up 12% year over year, calling it the company's best fiscal year. He said chip and memory shortages have constrained supply of iPhone, iPad and Mac devices and warned the constraints, along with possible further price increases, could extend into 2027. iPhone revenue hit a record $57.6 billion for the quarter, driven by the iPhone 18 Pro line and early sales of the new foldable iPhone Duo.
Shopify's Q3 adjusted earnings of 49 cents per share beat LSEG estimates of 46 cents, but revenue of $3.74 billion came in slightly below the $3.75 billion expected. Gross merchandise volume of $119.15 billion and subscription gross profit of $661 million both fell short of analyst projections, sending shares down 7% on Tuesday. Subscription revenue also missed estimates, though merchant revenue and gross profit exceeded expectations.
On Apple's quarterly earnings call, CEO John Ternus said the newly shipped Siri AI features are just a starting point, with 'so much more' planned. He noted Siri currently works on a 'request-based' model built on an orchestrator-driven architecture that leaves room to add agentic capabilities, provided Apple can ensure user awareness, security and privacy.
Apple reported record quarterly results, but new CEO John Ternus faced criticism for his handling of his first earnings call, with commentators from Bloomberg and Fortune describing his remarks as rehearsed and cautious. Ternus shared the call with CFO Kevan Parekh and COO Sabih Khan, a departure from Apple's recent practice of having the CEO field most questions. Apple shares slipped in pre-market trading after the company flagged rising memory costs and expenses tied to building Siri AI data centers.
Apple posted stronger-than-expected fourth-quarter revenue but missed on iPad sales and gave a margin outlook that unsettled investors, sending shares down about 4% in premarket trading. Palantir beat Wall Street's third-quarter estimates, with U.S. commercial revenue surpassing government revenue for the first time, yet its stock fell roughly 6.5% to 6% in premarket trading.
Apple's fiscal Q4 results showed total revenue of $114.5 billion, up 12% year over year, with iPhone revenue hitting a quarterly record of $57.58 billion. This came despite launching only two new models, the iPhone 18 Pro and Pro Max, compared with four models in the same quarter last year, since the base iPhone 18 and the iPhone Duo are not due until later.
Apple beat earnings and revenue estimates for its latest quarter, including strong iPhone sales, but CFO Kevan Parekh forecast gross margin of 45%-46% for the holiday quarter, below the 46.3% analyst average. Parekh attributed the shortfall mainly to rising memory chip costs and expenses tied to ramping up Siri AI. Apple shares fell about 3% in extended trading after the announcement.