Latest intelligence

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.

Houthis Claim Two Military Operations Against Saudi Arabia · The Houthi group announced it carried out two military operations against Saudi Arabia.

CISA confirms active exploitation of Google Pixel vulnerability CVE-2026-58704 · Google Pixel devices contain an improper authorization vulnerability in the cellular modem. A logic error may allow an attacker to bypass permission checks and escalate privileges.

CRM: Salesforce Marks One Year of Missionforce with Strong Growth Across Government and Defense · Salesforce launched Missionforce, its agentic platform for government, one year ago, bringing trusted AI, data, apps, and cloud technology to critical government missions.

CRM: Salesforce Expands Missionforce with AI and OpenAI Partnership · Salesforce announced the expansion of Missionforce with purpose-built AI and a new partnership with OpenAI to advance mission intelligence.

US House to vote on data center power cost bill · The bill addresses data center electricity costs; details are not yet disclosed.

US Officials Met Houthi Representatives in Oman Over Weekend: Sources · US officials met with Houthi representatives in Oman over the weekend, according to sources familiar with the matter.

IBM's Anderon Finalizes $1 billion CHIPS Award with U.S. Commerce Dept to Boost Quantum Foundry R&D · Anderon, an IBM company, has finalized an agreement with the U.S. Department of Commerce for a $1 billion CHIPS award to help scale and expand access to quantum wafer technology.

No Confirmed Plans for SK hynix-Intel US Memory Chip Talks · Reported talks between SK hynix and Intel on memory chip production in the U.S. have not been confirmed with any plans.

MSFT: Quorum Cyber Announces Intent to Acquire Ontinue, Building a Microsoft-First Agentic SOC · Quorum Cyber, an award-winning Microsoft-centric cybersecurity services provider, today announced it has signed a definitive agreement.

OpenAI IPO looks unlikely as Altman discusses new VC round · OpenAI CEO Sam Altman is reportedly in talks for a new venture capital funding round valuing the company at $1.2 trillion.

Mistral Aims to Grow AI Consumer Base Through Mozilla Partnership · Mistral plans to expand its AI consumer base through a partnership with Mozilla.

Intel and SK Hynix Rise Premarket on US Memory Chip Talks · Intel's US-listed shares rose 5.8% premarket, and SK Hynix rose 3.2%, following reports that SK Hynix held first talks with Intel regarding memory chip manufacturing in the US.

Russia Extends Diesel Export Ban to End of 2026 10, Sources Say · Russia's government has extended its diesel export ban until the end of 2026 10, according to sources.

TSLA: Tesla Cybercab Tour in Mainland China, No Robotaxi Plans Yet · Tesla stated it currently has no plans to launch autonomous ride-hailing services in mainland China.

SK Hynix in Talks with Intel to Produce Memory Chips in US for First Time · SK Hynix is in talks with Intel to collaborate on producing memory chips in the United States for the first time.

AI debt vs Treasuries · The report highlights a comparison between AI-related debt and US Treasuries.

NVDA: University of Manchester Uses NVIDIA Earth-2 to Forecast UK Air Pollution · Traditional chemistry-based models are expensive, limiting detail and frequency of air quality computations.

Anthropic signs first Australia data centre agreement · This is Anthropic's first data centre agreement in Australia.

Leading Biotech Company Selects Veeva Vault CRM Globally · Veeva Systems (NYSE: VEEV) announced that Amgen plans to deploy Veeva Vault CRM worldwide, building on a partnership of more than ten years.

CATL Shares Drop 10% in Two Days as Outlook Worries Mount · CATL shares fell 10% over two days amid growing concerns about the company's outlook.

Rivian Calls R2 Launch an Inflection Point as Demand, Autonomy Plans Accelerate

Rivian Automotive founder and CEO RJ Scaringe said at a Morgan Stanley event that the company is entering an 'inflection point year' as it scales its R2 midsize SUV and expands software, autonomy, and licensing initiatives.

Hong Kong's Data Center Ambitions Face $2.6 billion Funding Test · Hong Kong's data center plans are facing funding challenges related to $2.6 billion.

OpenAI mulls funding round at $1.2 trillion valuation ahead of IPO · OpenAI is considering a funding round at a valuation of $1.2 trillion, according to a report by the Financial Times.