Latest intelligence

PLTR: Palantir and Space Force Expand Partnership · Palantir's official sitemap lists this press release.

META Stock Set for Best Day in 13 Months on Muse Popularity as Amazon Blocks It · Meta's newly launched AI assistant, Muse, has soared to the top of mobile app charts, even as e-commerce giant Amazon blocks the bot.

ASML Adds 1% and 110 to EUV Tool Test Factory Throughput · ASML has added 1% and 110 to its EUV tool test factory to enhance throughput testing.

SBE: SB Energy Delays IPO · According to US media reports, SB Energy has postponed its initial public offering.

SNDK: SanDisk Falls 2% Despite Memory Rally; Micron Advances 3%, Western Digital Nudges Higher · On Monday, most memory stocks traded higher, but SanDisk declined, making it the sector's biggest gainer of the year.

CRWV: CoreWeave vs. D-Wave Quantum: Is the AI Giant or the Quantum Computer Upstart the Better Stock Investment? · CoreWeave delivers a specialized cloud platform purpose-built for massive artificial intelligence workloads.

MRVL: Marvell Smashes AI 'Power Wall' with Industry-First 2 nanometers Optical Chips · Marvell announced the industry's first 2 nanometers optical chip, aimed at addressing power bottlenecks in AI computing.

RKLB: Cantor Fitzgerald Says Rocket Lab Poised to Be 'Only Viable Alternative' to SpaceX · Cantor Fitzgerald stated that Rocket Lab is poised to become the 'only viable alternative' to SpaceX.

CRM director Kirk David Blair buys 4,176 shares in the open market · The SEC Form 4 reports that Kirk David Blair bought 4,176 CRM shares for an aggregate reported value of about $999,450.85 on 2026-09-18.

Smart ring maker Oura eyes $15.6 billion IPO valuation in fall listings demand test · Oura is considering an IPO valuation of $15.6 billion, which will test market demand in fall listings.

Intel's Intraday Gain Hits Multi-Month High · Intel (INTC.O) extended its gain to 13%, marking the largest intraday rise since 7 month 30 day.

AMD Shares Surge Past 9%, Market Cap Tops $1 trillion · AMD (AMD.O) shares rose more than 9%, with market capitalization exceeding $1 trillion.

Philadelphia Semiconductor Index Rises Over 2%, Arm and AMD Gain · The Philadelphia Semiconductor Index rose over 2% to a one-month high. Arm (ARM.O) gained over 8%, AMD (AMD.O) rose over 7%, Micron (MU.O) gained nearly 5%, and Qualcomm (QCOM.O) rose nearly 2%.

TSLA: Tesla Robot Team Audits Factories in Yangtze River Delta, Multiple Firms Secure Orders · Industry sources say Tesla's robot team is auditing factories in the Yangtze River Delta, and several companies have received orders.

IBM Stock May Be Higher in 5 Years, But I Still Wouldn't Buy · The author believes IBM's stock could rise in 5 years, but still wouldn't buy it today.

INTC: Intel Can Supply Only About Half of What Its Customers Want. That's a Better Problem Than It Sounds. · Intel said it can supply only about half of what its customers demand.

AppLovin Faces Securities Class Action Amid Model Improvement Concerns · AppLovin (NASDAQ: APP) is facing a securities class action over concerns about model improvements.

Lawsuit claims Anthropic, OpenAI, SpaceXAI and Google illegally agreed to coordinate AI slowdown · The lawsuit alleges the companies agreed to coordinate a slowdown in AI development, which is claimed to be illegal.

Trump Says No AI Restrictions, Will Appoint 'AI Czar' for Oversight · Trump stated he will not restrict AI development and plans to create an 'AI czar' position to oversee regulation.

Micron Unveils Breakthrough Memory Product, Reflecting Memory Market · Micron (MU) introduced a breakthrough memory product, which reflects the current state of the memory market.

MRVL: Marvell and GlobalFoundries Rise on Expanded Deal · Marvell and GlobalFoundries saw their shares rise following the expansion of their partnership.

AMZN: Amazon cargo delivery company files for Chapter 11 bankruptcy · The company has filed for bankruptcy.

RKLB: Rocket Lab's $2.36 billion Backlog Says More Than Its Stock Price Does · Rocket Lab is proving it can win major defense spacecraft programs before Neutron flies.

Hims & Hers Chief Legal Officer Soleil Boughton Sells 6236 shares · Soleil Boughton sold 6236 shares.

CRWD: CrowdStrike Lands Forrester Leadership Nod as AI Security Ties Deepen · The Forrester evaluation highlights CrowdStrike's approach to Threat AI as a foundation for next-generation security operations.