Google is modifying its “Work from Anywhere” (WFA) policy, limiting remote work outside the primary office location. Now, even a single day of remote work counts as a full week against the four-week annual allowance. This shift, implemented earlier this summer, doesn’t affect their hybrid work arrangement but restricts employees from using WFA for working from home or Google offices in different regions due to legal and financial considerations. This change aligns with a broader industry trend of tech companies pushing for increased in-office presence. The updated policy has sparked internal debate, with some employees finding the new rules “confusing”.

AMD’s stock surged following OpenAI’s announcement of increased procurement of AMD’s AI hardware, signaling a challenge to Nvidia’s dominance. OpenAI may acquire up to a 10% stake in AMD based on performance milestones. AMD’s market cap is $380 billion, marking its best weekly gain since 2016. AMD CEO Lisa Su emphasized the scalable nature of its AI chips. Nvidia CEO Jensen Huang described OpenAI’s potential equity stake in AMD as “surprising”, acknowledging increased competition.

Ciscom (CISC/CISCF) warns shareholders that the Canada Post labor action may disrupt delivery of annual meeting materials for the November 6, 2025 AGM. Meeting materials are available on SEDAR+ and the company website. Registered shareholders can vote by proxy if submitted by November 4th. Director Eric Klein resigned, and the motion to increase the board size will be withdrawn. The company recommends shareholders contact TSX Trust or their brokers for voting instructions.

AMD is challenging Nvidia’s AI chip dominance with a potentially multi-billion dollar GPU deal with OpenAI. This partnership aims to diversify OpenAI’s supplier base and mitigate antitrust concerns surrounding Nvidia’s 90% market share. AMD’s stock surged following the announcement, reflecting investor confidence. The deal is expected to generate significant revenue for AMD and positions the company as a stronger competitor in the AI hardware market, attracting regulatory attention amid concerns about market concentration and potential tariffs.

CoreWeave (CRWV) shares surged after unveiling new serverless reinforcement learning tools, simplifying AI agent development with up to 40% cost reductions in model training. This follows their $1 billion acquisition of Weights and Biases, complementing CoreWeave’s GPU infrastructure business. OpenAI and Meta recently committed billions to CoreWeave, highlighting growing demand. CoreWeave also aims to acquire Core Scientific for $9 billion, facing shareholder opposition. The Nasdaq-listed company focuses on specialized AI infrastructure.

TaskUs stockholders rejected the proposed transaction agreement with a Blackstone affiliate and the company’s co-founders. Consequently, TaskUs will terminate the agreement and remain publicly traded under the ticker TASK. CEO Bryce Maddock emphasized the company’s commitment to evolving its business to thrive in the age of artificial intelligence, signaling a strategic shift. The final voting results will be disclosed in an SEC filing. The termination carries no fee for either party. TaskUs is an outsourced digital services provider navigating a competitive landscape with increasing AI demands.

Nvidia CEO Jensen Huang warns that the U.S. is “not far ahead” of China in AI, urging a nuanced strategy amidst intensifying competition. He acknowledges advancements in Chinese AI models and infrastructure, noting their lead in certain open-source aspects and energy production. Despite U.S. chip advantages, Huawei is challenging its dominance. Huang emphasizes the need for American companies to accelerate AI adoption and cautions against isolating U.S. technology, highlighting China’s significant market share and innovation in AI. He stresses the importance of global engagement to win the AI race.

Mercury General Corporation (MCY) will release its Q3 2025 earnings on November 4, 2025, after market close, and simultaneously file its Form 10-Q with the SEC. The company focuses on personal auto and homeowners insurance. Performance is subject to market dynamics, underwriting accuracy, catastrophic events, regulations, competition, operational efficiencies, and external factors. Forward-looking statements are subject to risks and uncertainties detailed in SEC filings.

Nvidia CEO Jensen Huang says AI computing demand has surged, driven by advanced AI models requiring exponential computational resources. The demand for Nvidia’s Blackwell GPU is exceptionally high, marking the start of a new industrial revolution. Nvidia recently invested $100 billion in OpenAI’s data center expansion. Huang notes China’s rapid AI infrastructure deployment outpacing the U.S. He advocates for AI to invest in off-grid power generation, like natural gas or nuclear, to avoid impacting consumer electricity prices, emphasizing the need for faster energy solutions.

Philip Morris International (PMI) presented evidence to the FDA’s advisory committee (TPSAC) supporting the continued marketing of IQOS as a modified risk tobacco product (MRTP). PMI seeks to communicate that switching completely to IQOS significantly reduces exposure to harmful chemicals. The FDA previously authorized IQOS as an MRTP, and PMI is seeking approval for IQOS ILUMA. PMI has invested heavily in smoke-free products, aiming to transition smokers away from traditional cigarettes. The FDA’s decision will impact the regulation of next-generation nicotine products.