Intuit said it acquired Sequence, a startup focused on revenue management automation. Intuit said it will integrate Sequence into its Intuit Enterprise Suite and QuickBooks Online Advanced.

Thomas Bravo's Proofpoint will acquire Varonis Systems in a deal valued at $6.3 billion. Under the terms of the deal, Varonis shareholders will get $49.75 a share in cash, or 8.4x revenue. The combined company will have more than 16,000 enterprise customers.

Accenture is reportedly telling many employees that they can only spend $29 a month on Anthropic's Claude. Some of these employees are currently spending $1,00- a month. The memo outlining the new usage policy was obtained by 404 Media.

Perplexity said it has open sourced SPACE, which is its sandbox platform for AI agents. Akamai and CoreWeave have tested and launched SPACE and Crusoe will bring it to its managed AI services portfolio.

Taiwan Semiconductor reported third quarter revenue of $46.72 billion, up 41% from a year ago, with earnings of $4.60 per American Depository Receipt (ADR). For the fourth quarter, Taiwan Semiconductor is projecting revenue of $52.3 billion to $54.3 billion.

A report from Knowledge at Wharton, noted that companies with a growth mindset generate more returns from AI investments. Wharton said 35% of companies measuring AI against growth outcomes report strong ROI compared to 13% measuring AI on efficiency alone.

Big banks reported third quarter earnings with a mixed bag of results. Here’s a look at the decks for Bank of America, JPMorgan Chase, Goldman Sachs and Morgan Stanley. BlackRock added for good measure. See: JPMorgan Chase aims to avoid AI lock-in, have nuanced view of AI agents

IBM said it is working with Siemens to develop IBM's nanostack architecture. The partnership combines IBM's semiconductor research and Siemens electronic design automation, process simulation, lithography optimization and manufacturing software.

Goldman Sachs reported strong third quarter earnings and CEO David Solomon provided his take on AI infrastructure and capital. He said:

"In our conversations with clients, demand for compute significantly exceeds supply at the moment, creating opportunities to help develop financing structures to meet that capacity shortfall. Our differentiated financing, distribution and investing capabilities position us to play a meaningful role in the mobilization of capital and supporting client activity. While we are proud of the privileged position we play in the AI investment cycle, no one knows how the demands for capital and compute will evolve as the broader AI ecosystem matures. That will only become clearer as technology and markets continue to develop.

This uncertainty reinforces the importance of remaining vigilant around the types of activity we finance and how we manage risk as we support our clients. We are highly selective about the risk we underwrite and the capital we commit, particularly as client financing needs become larger and more complex. Beyond these financial risks, we also recognize the broader concerns around the accelerating pace of AI technology and the unchecked advancement of frontier models.

Like other transformative technologies, AI presents significant opportunities, but also significant risks that must be carefully assessed and managed. However, the choice is not between halting progress and moving forward without guardrails. We must enable innovation and also demand responsibility."

Joe Marcella, VP planning and performance at Southwest, said it has had customers who bought seats for personal robots. The robot seats were often tied to events. After all, what conference doesn't have a personal robot as a prop these days. Marcella made the comments at IFS Unleashed 2026.

• How IFS’ industrial customers are approaching AI use cases
• IFS launches IFS Intelligence, Industrial AI Harness, eyes industrial productivity

In a blog post, Google said Gemini 4 Argon is available for developers and enterprises. The company rolled out Gemini Argon 4 in the API in AI Studio and Gemini platform, Google AI Ultra subscribers, Google Antigravity, and Google AI Ultra and Pro subscribers. The model will also be in AI Mode in Search and the Gemini app.

• Google Cloud launches Gemini agent to work across enterprise systems
• Google launches Gemini 4 Argon

An IBM Institute for Business Value has a few notable facts about consulting expectations in an AI-first world: "81% of executives say consulting services must change to remain relevant to their organization. Pricing is a top concern, with 68% of executives saying current delivery models are too costly and inefficient. As AI capabilities improve, business leaders expect more for less."