Latest intelligence

AAPL: Apple may build AI servers with own chips and Nvidia networking · A reported server project could extend Apple's in-house silicon beyond its devices into enterprise computing.

INTC: Intel Stock Rises on Report of SK Hynix Fab Deal · Intel shares rose after a report that South Korea's SK Hynix is interested in using one of Intel's U.S. fabs to manufacture memory chips.

China and Japan Reduce U.S. Treasury Holdings on Average in 7 Months; UK Increases Substantially · According to the latest data, China and Japan reduced their U.S. Treasury holdings on average per month over 7 months, while the UK increased its holdings significantly.

NET: When scanners miss the attack: how Cloudflare Client-Side Security protects storefronts

A modern storefront can look healthy while malicious JavaScript quietly siphons revenue, hijacks clicks, or rewrites analytics. Cloudflare's machine learning models surface evasive client-side attacks for analyst investigation.

CRM: Salesforce vs. Figma: Evaluating the Better High-Growth Software Stock to Buy 2026 · Salesforce delivers high net margins and massive free cash flow as the dominant leader in customer relationship management.

Analysts: Walsh's Press Conference Tone Hawkish, Door to Further Hikes Not Closed · Analysts viewed Walsh's press conference tone as hawkish, suggesting the door to further rate hikes remains open.

Warsh: I'm Not Responsible for Forward Guidance · Warsh stated that he is not responsible for providing forward guidance.

DDOG: Datadog Chief Product Officer Sells 12700 shares for $2.8 million · The stock delivered a one-year return of 59%.

Warsh on 'Most Struggling' Americans · Warsh commented on the difficulties faced by certain groups in the U.S.

NVDA: SoundHound vs. NVIDIA After Earnings: Which AI Stock to Buy Now? · NVIDIA's AI infrastructure scale and profitability contrast with SoundHound's rapid growth, narrowing losses and smaller voice AI focus.

Warsh: Gauging Policy Restrictiveness Is Not Easy · Federal Reserve Governor Warsh said assessing the degree of restrictiveness of the current policy stance is difficult.

Warsh Cites Three Reasons for Rising Yields · Warsh cited three reasons for the rise in yields.

Warsh Presser Preview: Can He Avoid Repeating 7 Month Communication Mishap

Warsh's vague answers at the 7 month presser caused market turmoil; focus now on clarity. Natixis expects Warsh to frame rate hike as needed for inflation. Markets watch if inflation is transitory or persistent, and Fed independence.

AI creating ghostwriting jobs on LinkedIn · AI is reportedly generating ghostwriting roles on LinkedIn.

SNDK: 8-K - Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers.

According to the SEC company submissions API filing, SNDK filed an Item 5.02 regarding the departure of directors or certain officers, election of directors, appointment of certain officers, and compensatory arrangements. The filing discloses adjusted annual base salary and adjusted annual short-term incentive target percentages for Ilkbahar and Shek, as well as current compensation levels for CEO David Goeckeler and CFO Luis Visoso. No changes were made to Goeckeler's annual base salary or the annual STI targets for Goeckeler, Visoso, or Ilkbahar.

Arm publishes FYE26 Sustainable Business Report · The report highlights Arm's progress in power-efficient computing, investing in its people, and working with partners to expand access to innovation and opportunity in the AI era.

NVDA: NVIDIA Vera Rubin NVL72 Leads in MLPerf Inference v6.1 Debut · System performance, efficient infrastructure scaling, and continuous software optimization are key levers for AI inference economics. Higher performance means more tokens generated, leading to higher revenue.

AI Debt Boom Spreads from Wall Street to Europe · Despite tech concerns, the AI debt boom is expanding from Wall Street to Europe.

AAPL: Apple Considers Return to Server Market, in Talks with Nvidia on Networking Tech · According to The Information, Apple's planned servers are expected to launch in 2029, targeting AI inference.

NVDA: Emerald AI, Google and NVIDIA Launch Alliance to Advance Flexible AI Data Centers · The alliance aims to advance flexible AI data centers, emphasizing that grid innovation is as important as innovation inside the data center.

Belgian court rules treasury lacks authority over Russian bank's frozen assets · A Belgian court ruled that the country's treasury department lacks authority to decide on the frozen assets of a Russian bank.

Novo Partners with Anthropic to Speed Up Drug Discovery Using Claude · Novo Nordisk announced a partnership with Anthropic to accelerate drug discovery using Claude.

US Retail Sales MoM Hits New High for the Year in 8 · US monthly retail sales growth in 8 reached the highest level since 3, according to the latest data.

MRCY: Mercury Systems Extends CEO Bill Ballhaus' Contract Through August 2030 · Mercury Systems Inc. announced the extension of CEO Bill Ballhaus' contract through August 2030.

CRWD: CrowdStrike Named Only Customers' Choice in 2026 Gartner® Peer Insights™ 'Voice of the Customer' for ITDR · CrowdStrike was recognized as the sole Customers' Choice in the Gartner Peer Insights 'Voice of the Customer' report for identity threat detection and response.