Latest intelligence

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.

OpenAI in Early Talks for New Funding at $1.2 trillion Valuation · OpenAI is in early discussions for a new funding round at a valuation of $1.2 trillion, according to sources.

Meta Plans Fall Launch of Camera-Free Luna Smart Glasses · According to The Information, Meta Platforms plans to release camera-free Luna smart glasses this fall.

PINS: Pinterest, Nvidia Partner to Boost AI Shopping, Search · Pinterest announced a partnership with GPU-maker Nvidia to power a new AI layer for expanding automated shopping offerings on its social discovery platform.

WDAY: Workday Names Sarah Kennedy Ellis CMO

Workday has appointed Sarah Kennedy Ellis as Chief Marketing Officer, effective immediately. Ellis previously held senior marketing roles at Google and Adobe, bringing large scale enterprise software and cloud marketing experience. Her remit covers Workday's global marketing, brand narrative and go to market messaging for its AI focused product portfolio.

MSFT: Microsoft announces quarterly dividend increase · Microsoft Corp. announced an increase in its quarterly dividend.

OpenAI weighs funding round at $1.2 trillion valuation before IPO · OpenAI is reportedly considering a funding round at a valuation of $1.2 trillion.

Attorney General Blanche says DOJ would probe AI-related violations · Attorney General Blanche said the Department of Justice would investigate AI-related violations.

Nokia Linked to Nscale's AI Funding Plan · Nokia is associated with Nscale's planned $3.5 billion pre-IPO funding for AI infrastructure. Nokia serves as a supplier and direct investor in Nscale, and the funding outcome could affect future partnership terms.

IBM's New AI Deal Must Handle 23 Million Transactions Daily · The Turkish credit-bureau deployment offers production-scale evidence, although IBM disclosed no contract value.

CSCO: Cisco Gains as Its $7.5 billion AI Target Moves On-Premises · Cisco shares rose as its AI target $7.5 billion shifted to on-premises deployment.

UN Security Council Holds Emergency Meeting on Bab el-Mandeb · The UN Security Council held an emergency meeting on the situation in the Bab el-Mandeb strait.

US House Speaker: AI Luminaries to Attend Key White House Meeting · The US House Speaker said that prominent figures in the AI field will travel to the White House for an important meeting.

CRM: Jim Cramer on Salesforce: 'It's Been Very Strong of Late'

Jim Cramer commented on Salesforce, noting its recent strength and positive momentum around its enterprise software platform and AI initiative. He mentioned an upcoming interview with Marc Benioff, who introduced the Agentforce AI platform.

BLSH: Jim Cramer Turns 'More Bullish' on Oracle (ORCL) · Jim Cramer said he has turned 'more bullish' on Oracle (ORCL).

TSLA: Tesla Launches Cybercab: 2 Key Takeaways for Investors · The company is making slow but measured progress on its Cybercab/robotaxi rollout.

Meta Platforms (META) Shares Moved, What's Behind It?

Meta Platforms (META) officially launched Meta One subscription tiers, focusing on turning AI tools like Muse into recurring revenue, marking a clear shift from its pure advertising story. Recent trading suggests investors are warming to this pivot.

MU: Micron Appoints Deirdre Hanford to Lead Micron Research Labs

Micron announced the appointment of Deirdre Hanford as corporate vice president and president of Micron Research Labs, the company's flagship long-horizon research institution. She will establish its research infrastructure, operating model and partnerships while defining a research agenda that extends across Micron, academia, government, startups and the broader industry ecosystem.

DBX: Dropbox CFO Ross Tennenbaum Sells 97,558 Shares for $3.4 million · According to a regulatory filing, Dropbox's CFO Ross Tennenbaum disposed of shares.

CRCW: Bitcoin and crypto stocks stay down after US Senate fails to advance regulatory bill · The US Senate failed to advance a regulatory bill, keeping Bitcoin and crypto-related stocks lower.

CRM: Salesforce Unveils New AI Model, Agent Security Tools at Dreamforce · Salesforce introduced a new AI model and agent security tools at Dreamforce.

Bloom Energy Isn't Selling Power. It's Selling Time.

Bloom Energy (NYSE: BE) may be selling something more valuable than electricity: time. AI data centers can wait years for grid connections. On the other hand, Bloom can deploy power much faster. Major deals and repeat customers suggest that the advantage could be turning on-site.

AMZN: California Investor Acquires Amazon Warehouse · Stockbridge Capital Group acquired a large Amazon warehouse in Romeoville.

CBRS: Cerebras Systems vs. CoreWeave: Choosing the Better Artificial Intelligence Stock 2026 · Cerebras Systems produces massive wafer-scale chips designed to revolutionize artificial intelligence computing power.

Notable Tuesday Option Activity: DELL, NVDA, MSFT · Significant options activity was observed on Tuesday involving Dell, Nvidia, and Microsoft.