Latest intelligence

US major stock indexes open lower · US major stock indexes opened lower together.

RWE Says Data Center Boom Raises Grid Payment Issue · RWE said the data center boom is raising the issue of who pays for the grid.

IBM, SAP Launch Solution for Business Modernization and AI Readiness · IBM announced on Wednesday a partnership with SAP SE to help companies update business systems, move to cloud ERP and use AI through IBM Ready for SAP Solution.

ONDS: Ondas Wins $56 million European Defense Order After Acquisitions

Ondas received a $56 million order in its Precision Strike segment to supply Electronic Safe & Arm Devices. The contract supports a European loitering munition program and is the first major milestone tied to Ondas' recent defense-related acquisitions, expanding its presence in the regional defense technology market.

NTES: NetEase, Inc. Form 6-K SEC Submission · NetEase, Inc. is listed in an SEC company submissions API filing for Form 6-K.

US 30-year bond yield hits fresh 24-year high · The US 30-year bond yield reached a fresh 24-year high.

SPCX: SpaceX premarket shares fall 1.4%; seeking funding for Nvidia chips · According to the Financial Times, SpaceX is seeking $40 billion financing to purchase Nvidia chips.

Goodman Japanese Data Centre Criticized After Sydney Site Setback · Goodman's Japanese data centre has come under fire following a setback at its Sydney site.

MU: Micron Taoyuan Union Gets Strike Authorization · Micron's Taoyuan union has obtained strike authorization.

HSBC Plans UK Wealth Job Cuts in AI Push · FT reported that HSBC plans job cuts across its UK wealth business as part of an AI push.

HSBC Plans Sweeping Job Cuts Across UK Wealth Business in AI Push · HSBC plans sweeping job cuts across its UK wealth business as part of an AI push.

Strong AI Spending Sets Up Another Bumper U.S. Earnings Season · Robust AI spending is setting investors up for another strong U.S. earnings season.

South Korean megachurches probe suspected AI-linked cyberattacks · South Korean megachurches are investigating suspected AI-linked cyberattacks.

MSFT: Microsoft Stock Nears Record High as Xbox Seeks Exclusive GTA VI Streaming Rights, Report Says · Microsoft is reportedly reshaping Xbox Cloud Gaming with new streaming limits and a pay-as-you-go option ahead of GTA VI’s launch.

Finland Orders Halt to Construction of Two Google Data Centers · Finland has ordered a halt to construction of two Google data centers.

NVDA: Applied Materials vs. Nvidia: AI Revenue Trends · Applied Materials' revenue was largely steady for most of two years before accelerating, while Nvidia's revenue nearly tripled over that span.

Penguin Solutions Q4 Earnings Call Highlights · Penguin Solutions Q4 earnings call highlights.

Yields Press Asian Bond Sales as AI Fundraising Lags US · Surging yields hit Asian bond sales, while AI fundraising trails the US.

PLTR: Palantir Reports Revenue Growth For Full Year 2020 · Palantir's official sitemap lists this press release reporting revenue growth for full year 2020.

SpaceX Plans Apollo-Led Financing for Nvidia Chips · The Financial Times said SpaceX(SPCX.O) plans to raise $40 billion in an Apollo-led financing to buy Nvidia(NVDA.O) chips.

SpaceX Seeks $40 billion Financing for Nvidia Chips · SpaceX is reported to be pursuing an Apollo-led financing to raise $40 billion for Nvidia chips.

Marvell Technology Stock Trades Up · Marvell Technology (MRVL) stock traded up.

AAPL: Apple Reportedly to Team With LG to Expand Smart Home · According to reports, Apple plans to partner with LG to expand its smart home efforts and introduce products such as door locks and cameras.

BKH: Black Hills Plans $1.8 billion Investment to Power Google's Data Center · Black Hills plans a $1.8 billion investment to power Google's data center.

Exclusive | This Startup Wants to Double the World’s Compute Without Building a Single Data Center · The report says a startup wants to double global compute without building a data center.