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# AI Giveth, Wall Street Taketh Away, Breaches, Bans, and Bad Weeks, The Lighter Side
- URL: https://adjacent.media/scan/2026-10-30-am/
- Published: 2026-10-30T10:15:56.000Z
- Updated: 2026-10-30T10:15:56.000Z
- Description: Alphabet and ServiceNow were punished for results that would have been celebrated at most companies, while Microsoft noted $10B flowing from its OpenAI arrangements. Investors are worried AI is cannibalizing the companies that built it. Separately, hackers had a productive week.
- Author: Jonathan Greene
- Tags: #scan-am, #scan

Alphabet and ServiceNow were punished for results that would have been celebrated at most companies, while Microsoft noted $10B flowing from its OpenAI arrangements. Investors are worried AI is cannibalizing the companies that built it. Separately, hackers had a productive week.

> **$10B** — Microsoft's quarterly revenue from its commercial arrangements with OpenAI, including revenue-sharing payments. *(TechCrunch)*

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### Machines & Minds

#### [Google Says Lower AI Mode Monetization Weighed On Search Growth](https://www.searchenginejournal.com/google-search-growth-slows-again-ai-mode/594862/?ref=adjacent.media)

Search revenue growth slowed for a second straight quarter, and Google says its own AI answers aren't earning enough. *(Search Engine Journal)*

#### [Google expands AI Search ads globally as core ad growth slows](https://techcrunch.com/2026/10/28/google-expands-ai-search-ads-globally-as-core-ad-growth-slows/?ref=adjacent.media)

Revenue grew 25% to $127.6B, and the response to slower ad growth is more ads. *(TechCrunch)*

#### [Microsoft recorded $10 billion in revenue from OpenAI](https://techcrunch.com/2026/10/28/microsoft-recorded-10-billion-in-revenue-from-openai/?ref=adjacent.media)

The OpenAI relationship now appears as a line item, which is more than some AI partnerships can say. *(TechCrunch)*

#### [Samsung earns record-breaking profit of $80.5 billion, thanks to memory chips](https://www.sammobile.com/news/samsung-record-breaking-profit-usd-80-5-billion-q3-2026/?ref=adjacent.media)

Someone has to sell the shovels, and the shovels are very profitable. *(SamMobile)*

### Connected World

#### [A hacker stole more than 40,000 DHS employee records](https://www.theverge.com/tech/1021528/ice-cbp-data-leak?ref=adjacent.media)

Names and job details of federal employees have leaked from Homeland Security. *(The Verge)*

#### [Chilean solar plant offline for two months following cyberattack](https://www.pv-magazine.com/2026/10/29/chilean-solar-plant-offline-for-two-months-following-cyberattack/?ref=adjacent.media)

A 103 MW plant and its battery storage went dark. The energy transition has an attack surface. *(pv magazine)*

#### [Kalshi and its co-founders face felony charges for violating Utah gambling laws](https://arstechnica.com/tech-policy/2026/10/trump-admin-sues-utah-to-save-kalshi-from-the-states-total-ban-on-gambling/?ref=adjacent.media)

The federal government is suing Utah, the 10th state it has taken on, to protect a prediction market from a state gambling ban. *(Ars Technica)*

### Connected World

#### [Apple's touchscreen MacBook Pro pushes laptop pricing to a new extreme](https://techcrunch.com/2026/10/28/apples-touchscreen-macbook-pro-pushes-laptop-pricing-to-a-new-extreme/?ref=adjacent.media)

Max out every upgrade and the price is about $14,549, roughly that of a decent used car. *(TechCrunch)*