Latest intelligence

Data Center Infra Provider Accelevation Sinks In Post-IPO Trading · Accelevation declined in post-IPO trading.

MU: Midday Stories: Micron Shares Fall Despite Strong Earnings, Guidance; Broadcom to Lend Anthropic $42 billion for Infrastructure Spending · All three major US stock indexes were down in late-morning trading as Treasury yields surged.

CRM: Getting to ROI: How Brands Turn Cost Centers into Revenue Engines with AI

Salesforce customers described their agentic rollouts, sharing what worked, what surprised them, and what they would tell others starting their own AI journeys. Customers seeing real results do not just deploy; they listen to their users, define success, and build the guardrails to sustain it.

AMZN: Amazon Nuclear Deal Boosts Constellation Energy After Data Center Scrapped · The deal will enable expansion at the Maryland nuclear plant where Amazon scrapped plans to build a data center in August amid community opposition.

Stocks Move Lower Amid Weaker Bond Prices · Stocks moved lower as bond prices weakened.

The Boring Tech Stock With an AI Tailwind Has 17% Upside · The source says something does not add up, and the answer could mean serious upside for patient investors.

Micron beat earnings expectations. So why isn't the stock moving? · Micron (MU) beat Wall Street expectations on both the top and bottom lines, but the stock is barely moving.

Tencent Signs Major Lease Deal With Oracle to Access 100,000 Advanced AI Chips · Tencent signed a major lease deal with Oracle to gain access to 100,000 advanced AI chips.

Google Rolls Out New AI Model Gradually Amid Safety Concerns · Google is rolling out its new AI model gradually due to safety concerns.

SPCX: SpaceX AI unit reportedly held talks to lease compute from Microsoft · Citing people familiar with the matter, The Information reported that SpaceX's AI unit held talks during the summer to lease compute from Microsoft.

Korea's Dr.G skincare brand accelerates U.S. expansion with TikTok Shop launch · Dr.G, Korea's No. 1 skincare brand, announced its official launch on TikTok Shop.

NVDA: Productive, Durable, Fungible: How NVIDIA AI Factories Maximize Return on Investment · AI factories are built by the megawatt, even by the gigawatt.

MSFT: askpolly Now Integrated With Microsoft Copilot Cowork to Connect Social Insights With Sales Data · Companies can combine statistically valid social insights and their own sales data without uploading sensitive information to the cloud.

NET: Cloudflare Launches Basin Data Platform · Cloudflare announced Cloudflare Basin, a data platform intended to give developers and enterprises a simpler, more affordable way to build applications powered by their own data.

NET: AI Search is now generally available · The product is now generally available, with new features and pricing details announced.

AMAT: Applied Materials and Besi Expand Strategic Partnership to Advance Next-Generation Packaging for AI Scaling · Applied Materials and Besi announced an expanded strategic partnership to advance next-generation packaging for AI scaling.

Amazon unveils redesigned Kindle lineup · Amazon (AMZN.O) launched a newly designed Kindle series.

AppLovin Faces Securities Class Action · Hagens Berman filed a securities class action amid concerns over AppLovin's model improvements, seeking to represent investors who purchased or otherwise acquired AppLovin securities.

NVDA: Nvidia's Latest Move Is a Green Light to Keep Loading Up · The headline states that Nvidia's latest move is seen as a green light to keep loading up.

RKLB: Rocket Lab Shares Rise 5.2% After Synspective Launch Agreement · Rocket Lab and Synspective announced a launch agreement.

Wall St futures gain as AI, consulting stocks offset bond-market jitters · Wall Street stock futures rose, with AI and consulting shares gaining and offsetting bond-market jitters.

AVGO: Broadcom to lend Anthropic up to $42 billion in chip leasing deal · Reuters, which obtained Anthropic's IPO prospectus, reports that Anthropic's most notable partnership with big tech firms is with Broadcom.

UK Becomes First Major Economy With 6% Bond Yield Since Euro Crisis · The UK is the first major economy to see a 6% bond yield since the euro crisis.

Analyst Calls RKLB Stock a Core Holding for Space Bulls, Sees 43% Upside as Synspective Deal Boosts Backlog · Citi highlighted Rocket Lab's unique position in the space industry given its proven Electron launch vehicle.

Progress (PRGS) Q3 2026 Earnings Call Transcript · The transcript covers Progress (PRGS) Q3 earnings call.