THE DAILY RECEIPTS

The Daily Receipts

Edition of 3 November 2026

Below is the edition as it went out by email, followed by the receipts behind it, each linked to its source.

As sent by email

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The receipts in this edition

LabourPrimary

The Bureau of Labor Statistics projects computer and mathematical occupations to be the fifth-fastest-growing major US occupational group from 2025 to 2035, with employment up 7.3%, largely because of the continued spread of digital tools and AI across the economy

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CapitalPrimary

A May 2026 Monthly Labor Review article, which notes that BLS captures business AI use through its software capital measure, found US private business investment in software grew at a compound 11.1% a year from 2019 to 2024

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ModelsReported

Epoch AI found that GLM 5.3, a freely downloadable open-weight model, used security fixes published but not yet shipped to users, plus a flaw it found itself, to compromise all six Firefox releases between 17 September and 26 October 2026, at a cost of about $1,000

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ComputeEstimate

Epoch AI's customs-based AI Chip Imports explorer estimates that 72% of the 27.4 million H100-equivalents of AI compute that arrived from 2022 through June 2026, 19.8 million, or the majority of the imports

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AdoptionPrimary

ServiceNow said AI net new annual contract value beat expectations in the third quarter of 2026, letting it raise its year-end AI target for the second time this year, from $1 billion at the start of the year to $1.7 billion, as year-to-date consumption in production rose more than 13x year over year

SourceServiceNow, Form 8-K (Ex. 99.1)·Q3 2026 (Oct 2026)
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MarketsPrimary

SK hynix, a leading supplier of the high-bandwidth memory stacked next to AI accelerators, reported third-quarter 2026 revenue of 104.6 trillion won

SourceSK hynix, Form 6-K·Q3 2026 (Oct 2026)
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The last close

Broad decline — 58 of 72 AI names lower — session 2026-11-02

Stock of the day

BABA Alibaba, −1.8% today, at 99.11
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