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Dalton Daily

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Vol. I · No. 16Morning edition
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Technology & Science

Technology

SK Hynix posts record profit, says memory shortage will run to 2030
TrendForce

SK Hynix posts record profit, says memory shortage will run to 2030

Chipmaker's quarterly sales top 100 trillion won for the first time as AI demand keeps prices rising

SEOUL — SK Hynix reported third-quarter revenue of 104.62 trillion won (about $78.9 billion), its first quarter above 100 trillion won. Operating profit was 83.33 trillion won, an 80% margin. Average DRAM selling prices rose by a high-20s percentage from the prior quarter, and server DDR5 shipments grew more than 40%. The company said long-term supply agreements already cover more than half of its planned 2027 and 2028 capacity, and it expects demand to outrun supply for the time being. It plans to return roughly 100 trillion won to shareholders through dividends and buybacks, and expects HBM4 to pass HBM3E in shipments and revenue this quarter. Shares jumped almost 11% in Seoul. The result suggests continued high memory costs for PC, phone and server buyers.

Why it mattersMemory is a core input for servers, PCs and phones, so a supply gap lasting years points to elevated hardware prices for businesses and consumers.

CNBC · TrendForce research
Chainalysis discloses breach of internal systems, says it is unrelated to Binance theft
FinanceFeeds

Chainalysis discloses breach of internal systems, says it is unrelated to Binance theft

Blockchain-tracing firm says attackers used 'agentic' techniques to reach customer account details

Chainalysis, the blockchain analytics firm used by law enforcement, exchanges and financial institutions, disclosed on Friday evening that an attacker gained unauthorized access to internal systems and tools. The company says the accessed data covers user IDs, full names, email addresses and organizational role labels for users on its platform. It says it has no evidence that investigation data or authentication credentials were exposed. It attributes the intrusion to what it calls 'offensive agentic techniques' but has not explained how they were used or who was responsible. Chainalysis has notified affected customers, retained outside security specialists and is still working out which records were taken for each customer organization. It stated the incident has no connection to the record Binance theft, which it has been helping to trace.

Why it mattersA breach at a firm that maps criminal crypto flows exposes the names of its government and compliance clients, which could be used for targeted phishing.

BleepingComputer trade · FinanceFeeds trade
EU nears decision on putting AWS and Azure under Digital Markets Act
Wikipedia

EU nears decision on putting AWS and Azure under Digital Markets Act

Brussels has told Amazon and Microsoft cloud units should be gatekeepers; a final call is not yet made

BRUSSELS — The European Commission told Amazon and Microsoft on June 25 that it preliminarily considers Amazon Web Services and Azure gatekeepers under the Digital Markets Act, even though the two clouds fall short of the law's usual size thresholds. It ran a stakeholder roundtable on July 1 as part of its market investigation. Bloomberg has reported that a final decision could come as soon as this month, and the Commission has said no final decision has been taken. Designation would bring interoperability duties and limits on self-preferencing and customer lock-in, with a compliance period reported at six months. Microsoft's head of competition policy has argued publicly that Google Cloud should be examined too. The Commission fined Google €890 million under the same law in July.

Why it mattersA designation would be the first time the EU's platform rulebook reaches core enterprise cloud infrastructure, affecting the largest cloud providers' contracts and switching terms.

Russia's statistics agency reports coordinated cyberattack as hackers claim 23 terabytes
The Moscow Times

Russia's statistics agency reports coordinated cyberattack as hackers claim 23 terabytes

Rosstat confirms attack on its websites; the data-theft claim has not been independently verified

MOSCOW — Rosstat, Russia's state statistics agency, said on Sunday that its websites were hit by a coordinated cyberattack. Hackers separately claimed to have stolen 23 terabytes of data, including material on Russian losses in the war in Ukraine, according to The Moscow Times. The agency's statement addressed the attack on its web properties; it did not, in the reporting available, confirm the theft claim or the contents of any stolen files. The hackers' claim is unverified, and no outside analysis of the supposed dataset has been published. Rosstat is the source of Russia's official economic and demographic figures, so any tampering or leak would draw scrutiny from analysts and governments that track Russian data.

Why it mattersIf the claimed data is authentic, it could shed light on wartime casualties and official statistics that the Russian government has restricted.

The Moscow Times foreign

Artificial Intelligence

OpenAI faces new wrongful-death suit as state legal pressure builds
Fox News live coverage: Texas AG sues OpenAI

OpenAI faces new wrongful-death suit as state legal pressure builds

A family blames ChatGPT medical advice for an epilepsy patient's death, while Texas and a group of eight states press consumer-safety claims

The parents of Bowen Wang, a 31-year-old software engineer, have sued OpenAI. They say she died after a seizure in February, having cut her anticonvulsant dose on ChatGPT's advice. The Guardian reported the filing on November 1, and The New York Times had reported the case on October 27. The complaint says OpenAI built inadequate safeguards for Chinese-language use, such as automatic prompts to see a doctor. The family seeks damages and a bar on unlicensed medical advice from the chatbot. Separately, Texas Attorney General Ken Paxton has sued OpenAI and Sam Altman, alleging ChatGPT puts children at risk. He seeks more than $1 million and limits on minors' access. Eight states have also filed coordinated suits alleging consumer-protection violations. All of these are allegations, not findings. OpenAI says it works with outside experts on safety.

Why it mattersCourts and attorneys general are now testing whether chatbot makers can be held liable for medical and child-safety harms.

Google unveils Gemini 4 Carbon, but only cyber defenders get it first
Google: Gemini 4 Argon availability and pricing

Google unveils Gemini 4 Carbon, but only cyber defenders get it first

The model arrives two weeks after Argon, with a gradual, government-tested rollout and unchanged introductory pricing

MOUNTAIN VIEW — Google announced Gemini 4 Carbon, which it calls its strongest model, citing cybersecurity and long-horizon capabilities. The announcement follows Gemini 4 Argon, which Google says launched two weeks earlier. Carbon is not yet generally available. Google says it will go first to a subset of cyber defenders and then reach more trusted partners in stages through its Fairwind Program. The company says it is taking part in the U.S. government's voluntary process for pre-release model testing. It says developers, businesses and consumers will get access soon, with no date given. Introductory pricing matches Argon's: $2 per million input tokens and $10 per million output tokens. Argon reached broad availability on October 13, and Google's launch post says its price rises to $4 and $20 after November 30. The benchmark and capability claims come from Google and have not been independently verified.

Why it mattersA frontier lab is again gating its most capable model behind a cyber-defense program, which fits the wider industry move toward staged access.

Credit markets and earnings put AI spending under a harder test
Wikipedia

Credit markets and earnings put AI spending under a harder test

Meta's outlook is cut, Amazon taps a supplier loan, and a few non-tech companies report measurable gains

Several reports this week focus on how AI spending is funded and whether it pays off. Bloomberg reported that S&P Global Ratings cut Meta's rating outlook to negative because of AI spending. It also reported that Amazon drew on an $80 billion supplier loan facility to help fund AI. TechCrunch, citing the Financial Times, said Anthropic is expected to receive a high-yield 'junk' rating from credit agencies after its IPO. On the other side, CNBC compiled third-quarter results showing returns beyond Big Tech. Santander booked about 194 million euros in AI-driven value over nine months, and Novartis's chief executive said AI had begun to improve its profit and loss. Meta reported 26 percent revenue growth tied to AI advertising, and Google Cloud revenue more than doubled to roughly $31 billion. The figures are company-reported.

Why it mattersThe AI buildout is increasingly debt-financed, so ratings agencies and credit spreads now matter as much as model benchmarks.

OpenAI-backed Thrive Holdings agrees to buy ADT in $15.3 billion deal
Wikipedia

OpenAI-backed Thrive Holdings agrees to buy ADT in $15.3 billion deal

The home-security purchase is pitched as a template for deploying frontier AI across a whole company

Thrive Holdings, a vehicle run by investor Josh Kushner and backed by OpenAI, struck a definitive agreement on October 29 to acquire ADT. The price is $10 per share. That values the equity at $7.6 billion and the enterprise at $15.3 billion, a premium of about 45.6 percent. The agreement includes a 30-day go-shop period. Apollo is providing the financing, with no financing contingency. OpenAI is Thrive's partner and investor, supplying frontier models and forward-deployed engineers. OpenAI COO Brad Lightcap described the deal as a model for rapidly deploying frontier AI across entire organizations. No results have been shown yet. The claim that AI will improve ADT's operations is a stated plan, not a demonstrated outcome. The deal still needs to close, and rival bids could emerge during the go-shop.

Why it mattersIt is a test of whether an AI lab's partners can buy and retool a conventional business, rather than just sell software to it.

DoorDash says AI agents have placed only 'several hundred' orders
Wikipedia

DoorDash says AI agents have placed only 'several hundred' orders

Reports of thin agent uptake and human labor behind some agents temper the automation pitch

DoorDash said it has received only 'several hundred' orders from AI agents, TechCrunch reported. That is small next to the attention agent shopping has drawn. Separately, CNBC reported on October 31 that humans are still doing the work behind some AI agents. The report points to a gap between marketing and what the software handles on its own. Startups keep launching consumer agents. One example is Zest, an app that finds restaurants and books reservations over text. Vendors are also shipping enterprise tooling, including identity and permission layers for agents. The headline reports give no wider usage figures. Independent measures of how many agent transactions complete without human help are not yet available. Treat the vendors' claims about autonomy as unproven until such data is published.

Why it mattersReal agent volumes and hidden human labor are the clearest measure of how much of the automation story is shipping product.

Science

Personalized mRNA therapy cuts melanoma recurrence risk 42% in phase 3 trial
Merck (company release)

Personalized mRNA therapy cuts melanoma recurrence risk 42% in phase 3 trial

Merck and Moderna report full INTerpath-001 results at the ESMO cancer congress; survival benefit not yet shown

Merck and Moderna presented full results from INTerpath-001 at the 2026 European Society for Medical Oncology congress. The phase 3 trial enrolled 1,137 patients whose stage IIB to IV melanoma had been completely removed by surgery. Adding the individualized mRNA therapy intismeran to the standard drug pembrolizumab (Keytruda) cut the risk of recurrence or death by 42% compared with pembrolizumab alone (hazard ratio 0.58). Two-year freedom from distant metastasis was 88.5% with the combination against 80.2% with pembrolizumab alone. The most common side effects were fever, injection-site pain and fatigue. The data come from a prespecified interim analysis, were reported by the companies at a medical meeting, and have not been shown to improve overall survival.

Why it mattersIf it holds up, this would be the first phase 3 win for an individualized mRNA cancer therapy, a long-running goal of the field.

Merck (company release) primary · CancerNetwork trade · OncoDaily trade
Oral MS drug remibrutinib beats teriflunomide on relapse rate in two phase 3 trials
NeurologyLive

Oral MS drug remibrutinib beats teriflunomide on relapse rate in two phase 3 trials

REMODEL-1 and REMODEL-2 results appear in The Lancet; the manufacturer's figures show reductions of about a third

Two phase 3 trials, REMODEL-1 and REMODEL-2, found that remibrutinib reduced relapses in adults with relapsing multiple sclerosis more than teriflunomide, an established oral therapy. At the 100 mg dose, the annualized relapse rate fell by 35.2% in the first trial and 31.2% in the second, according to an announcement from the maker, Novartis. Remibrutinib is an oral Bruton tyrosine kinase inhibitor, a class that targets immune cells involved in MS. The results were given in a late-breaking session at the MSToronto2026 meeting and published at the same time in The Lancet, so the full peer-reviewed paper is available. The relapse figures are the company's own summary of the trial data.

Why it mattersMS patients have few oral options that act on the immune cells driving the disease, so a new drug class that beats an existing oral comparator is a notable step.

NeurologyLive trade
Largest fibromyalgia genetics study finds 26 risk factors, one in Huntington's gene
Science News (November 2026 issue)

Largest fibromyalgia genetics study finds 26 risk factors, one in Huntington's gene

Researchers say the work points to biological roots of a pain disorder long dismissed as poorly understood

The biggest genetic study of fibromyalgia to date has identified 26 genetic risk factors for the chronic pain disorder, Science News reported in its November 1 issue. One of the variants lies in the gene linked to Huntington's disease. Fibromyalgia, marked by widespread pain and fatigue, has no clear tissue damage to explain it, and the condition has often been questioned or misunderstood in clinical practice. A large genome-wide search of this kind compares DNA across many patients and controls to find inherited variants that raise risk. The Science News summary does not say what the next steps are, and variants of this type usually raise risk modestly rather than cause the disease on their own.

Why it mattersConcrete genetic findings give a measurable biological basis for a common and often disputed condition and could guide future drug research.

Space Exploration

NASA's Swift observatory projected to burn up around Nov. 6
Wikipedia

NASA's Swift observatory projected to burn up around Nov. 6

A failed commercial rescue leaves the 22-year-old gamma-ray telescope to fall back to Earth this week

WASHINGTON — NASA's Neil Gehrels Swift Observatory is projected to reenter the atmosphere on or around Friday, Nov. 6. The reentry follows the failure of a commercial attempt to lift it to a higher orbit. Heightened solar activity thickened the upper atmosphere and dragged the roughly 1,500-kilogram spacecraft down from its original 600-kilometer orbit to below 275 kilometers. NASA gave Arizona-based Katalyst Space a $30 million contract in September 2025 to capture Swift and boost it. Katalyst's LINK servicer launched on a Pegasus XL on July 3. On Aug. 19, NASA and Katalyst concluded a reboost was impossible because of LINK's attitude-control problems. LINK itself reentered on Sept. 25. Swift, launched in 2004, was not built to be grappled. Its exact reentry time and location are not yet known.

Why it mattersThe loss ends a workhorse gamma-ray burst instrument and marks the first high-profile test of commercial satellite rescue, which fell short.

ULA sets Nov. 13 return for Vulcan after nine-month grounding
Air & Space Forces Magazine

ULA sets Nov. 13 return for Vulcan after nine-month grounding

Redesigned booster nozzle to fly on first Amazon Leo mission with six strap-on motors

CAPE CANAVERAL, Fla. — United Launch Alliance said it will return its Vulcan rocket to flight on Friday, Nov. 13, ending a nine-month grounding. The mission will carry 40 Amazon Leo broadband satellites from Cape Canaveral. It will be Vulcan's fifth flight and the first with six strap-on solid boosters. Northrop Grumman-built boosters suffered nozzle failures on the rocket's second flight and again on Feb. 12, during the Space Force's USSF-87 mission. Both times the payloads still reached orbit. ULA says a joint industry-government team identified several potential contributors and addressed them with design and process changes to the nozzle. It has not named a single root cause. Testing and analysis will continue during the flight. The date remains subject to range approval.

Why it mattersVulcan's return matters to Amazon's effort to compete with Starlink and to the Space Force, which depends on the rocket for national security launches.

Rubin Observatory data point to possible new dwarf planet beyond Pluto
Wikipedia

Rubin Observatory data point to possible new dwarf planet beyond Pluto

Candidate 2026 ED138 is among the largest known outer solar system objects, but its size is unconfirmed

SPOKANE, Wash. — Harvard astrophysicists announced a candidate dwarf planet, provisionally named 2026 ED138, at the 59th annual meeting of the American Astronomical Society's Division for Planetary Sciences in Spokane. They found it in data from the Vera C. Rubin Observatory in Chile. The observatory's 8-meter mirror and wide field of view let it image the whole visible sky about every three nights and pick out very faint, distant objects. The researchers say the object ranks among the seven largest bodies identified in the outer solar system so far. Lead researcher Matthew Holman said further telescope imaging is needed to pin down its size. Until then it remains a candidate, not an officially recognized dwarf planet.

Why it mattersThe find shows Rubin's survey is already turning up large bodies in the outer solar system, with more expected as it digs deeper into the sky.