Business Report: Meta’s AI Ads Outpace Google as Banks Block AI Agents, Nov. 1, 2026
Business report November 1, 2026: Meta’s AI-driven ad sales outpace Google Search, banks and retailers block AI agents, and tariffs squeeze a Maine factory.
World News, Politics and War, Reported from Boston
AI news from The Boston Report: OpenAI, Google, Anthropic, Meta and new AI tools, plus the safety, policy and business questions around artificial intelligence.
Business report November 1, 2026: Meta’s AI-driven ad sales outpace Google Search, banks and retailers block AI agents, and tariffs squeeze a Maine factory.
AI news Nov. 1, 2026: Canada takes up to a C$1.6B stake in Cohere at a C$35.7B valuation, Apple adds Qwen in China, OpenAI ships GPT-Rosalind-6, xAI loses bid.
DeepSeek Super-agent, an open-source coding agent that flags fixes without being asked, drew 6,801 GitHub stars in 34 hours. How it works and its limits.
Reddit stock fell 29% on Oct. 30, its worst day since the 2024 IPO, after weak Q4 guidance, a drop in U.S. users and a warning that Google AI cuts its traffic.
Nvidia Nscale guarantee talks: the chipmaker may back debt for a 460 MW West Virginia data center Anthropic will rent for up to $44.6 billion. The numbers.
A shared AI training opt-out in robots.txt will be honored by Google, OpenAI, Microsoft and Anthropic. What the IETF draft says and each company’s start date.
OpenAI funding round shrinks: the ChatGPT maker now seeks about $20 billion at a $1.25 trillion valuation, down from $30 billion, the FT reports. Key numbers.
Google’s Project Suncatcher satellite is online, running a Gemma 4 AI model on a TPU in orbit. What it did, the radiation tests ahead and the Starship math.
Amazon earnings for Q3 2026: AWS sales jumped 39% to $46 billion, but $77 billion of AI capex sent free cash flow to -$42.4 billion. Charts and analyst views.
The ADT Thrive Holdings acquisition pays $10 a share in cash, a 45.6% premium, valuing ADT at $15.3 billion with debt. Terms, go-shop and timeline.