Anthropic and OpenAI leaders publicly urged a slowdown in AI capability development, potentially cooling the AI training cycle, a key revenue driver for CoreWeave's GPU cloud services. Bernstein research highlighted CoreWeave's concentrated exposure to large model training workloads if hyperscalers and top AI labs moderate infrastructure spending.
According to the SEC company submissions API filing, Flex appointed George R. Oliver and Eubanks as independent directors to the Board.
RKLB: Rocket Lab Expects Iridium Deal to Double Its Size 'Overnight' · Rocket Lab's CFO said the Iridium deal is expected to double the company's size 'overnight' and hinted that more space deals may follow.
Pentagon Admits Ammunition Shortfall in Iraq War; Officials Confirm Trump Administration Downplayed Issue · The Pentagon acknowledged ammunition shortages during the Iraq war and confirmed that the Trump administration had downplayed the issue.
Teradyne Opens Office in India, Deepening Commitment to the Country's Growing Semiconductor Ecosystem · Teradyne has opened an office in India, deepening its commitment to the country's growing semiconductor ecosystem.
AAPL: Apple Accepts Samsung's Storage Quote for first quarter Next Year · According to media reports, Apple has accepted Samsung Electronics' storage chip quote for the first quarter of next year.
Qualcomm is collaborating with Cornelis Networks on new AI data center networking and programmable compute infrastructure. Cornelis Networks has introduced its Active Compute Fabric, an open architecture focused on scale-up and scale-out AI networking with embedded compute. The partnership extends Qualcomm Technologies' recent AI infrastructure work beyond its collaboration with Amazon into broader data center networking projects.
BLK: BlackRock Raises EM Equities to Overweight on AI, Earnings · BlackRock lifted its rating on emerging market equities to overweight, citing AI and earnings.
David Sacks: AI Labs Should Develop Safe Tech Independently, Not via Antitrust · David Sacks stated that AI labs should develop safe technology on their own, without relying on antitrust help.
AMZN: Amazon Suspends 21 Air Operations After Cargo Plane Crash in Miami · Amazon.com Inc. has suspended its 21 air operations following a cargo plane crash in Miami.
OpenAI Official Update: Dell Codex Enterprise Partnership · OpenAI's official sitemap lists this enterprise partnership update.
RMBS: Rambus Enhances Data Center and AI SoC Security with CryptoManager Root of Trust Supporting Caliptra Spec · Rambus announced its CryptoManager Root of Trust now supports the Caliptra specification, aiming to strengthen enterprise-grade security for data center and AI SoCs.
Oracle (ORCL): Oracle Has the Backlog. Wall Street Wants the Cash · Oracle has a significant backlog, but Wall Street is focused on cash generation.
Trump Calls Huang at Forum, Calls AI Concerns a Hoax · Trump phoned in during a forum attended by Jensen Huang, putting the call on speaker, and dismissed AI concerns as a hoax.
NFLX: Netflix Shares Jump After Evercore Raises Price Target To $110 · Evercore analyst raised target, citing stronger subscriber trends.
PLTR: Palantir Guidance Draws Market Attention · The market was not paying for the bigger number.
House Speaker Risks Trump Ire on AI Guardrail Legislation · The House Speaker may face conflict with Trump over AI guardrail legislation.
AAPL: Apple Officially Launches Siri AI · Apple has officially released its Siri AI feature.
AAPL: Siri AI: More Capable and Personal, Now Available · Apple today released the next generation of Apple Intelligence.
CrowdStrike Hits Record High Intraday · CrowdStrike (CRWD.O) shares rose 15% intraday, reaching an all-time high.
Google Cloud launches pause/resume for Dataflow batch jobs, supports Nvidia RTX PRO Blackwell GPU · Google Cloud announced the general availability of pause/resume for Dataflow batch jobs and support for Nvidia RTX PRO 6000 Blackwell GPU.
NFLX: Netflix to Announce Third Quarter 2026 Financial Results · Netflix announced it will post its third quarter 2026 financial results and business outlook on its investor relations website.
Trump: US AI/Data Center Boom Due to Leadership, Don't Kill 'Golden Goose' · President Trump said the AI and data center boom exists solely because the US leads all other nations, urging not to kill this advantage.
PINS: Pinterest Partners with Nvidia to Build New AI Layer · Market sources say Pinterest is collaborating with Nvidia to build a new AI layer.
ONDS: 8-K - Ondas Inc. (0001646188) Enters Material Agreement · Ondas Inc. (0001646188) has entered into a share purchase agreement involving Gate Technologies Ltd. and Bron Technologies sp., with Amir Geva acting as representative for the indemnifying parties.
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