Latest intelligence

Xi: China Ready to Work with BRICS for Gulf Peace · Chinese President Xi Jinping said China is willing to work with BRICS members to play a due role in achieving peace and tranquility in the Middle East and Gulf region.

PLTR: Palantir and Nvidia Build Sovereign AI Stack · Palantir Technologies Inc. and NVIDIA Corporation are deepening their partnership around an enterprise AI theme of keeping proprietary data and operational intelligence under customer control.

Nick Train's Trust Offers Buyback to Boost Weak Share Price · The trust plans a buyback to address its underperforming share price.

Civil War in Data Centre Alley · A conflict has been reported in Data Centre Alley.

Jin10 Data Compilation: Daily Tech News Briefing (9 Month 12 Day)

Daily tech news briefing covers Anthropic's IPO investment talks with Nvidia, Nvidia CEO's outlook, and Qualcomm-Samsung negotiation deadlock.

Jin10 Data Compilation: Summary of Important News from Yesterday and This Morning (2026-09-12)

Sources say Anthropic is in talks with Nvidia to become an anchor investor in its IPO, with Nvidia potentially investing up to $10 billion.

NVDA: Anthropic in Talks with Nvidia as IPO Anchor Investor, Nvidia May Invest Up to $10 billion · According to sources, Anthropic is in discussions with Nvidia, which may participate as an anchor investor in its IPO, with an investment potentially reaching $10 billion.

US Officials Confirm Attack on Saudi East-West Pipeline System, Some Pump Stations Damaged · US officials confirmed that Saudi Arabia's east-west oil pipeline system was attacked, with some pump stations damaged.

Jin10 Data Compilation: Key News Summary for European and US Sessions (2026-09-11)

US core CPI monthly rate hits a new high this year, above expectations.

Palo Alto Networks (PANW) Q3 2026 Earnings Call Transcript · This transcript covers Palo Alto Networks' earnings call.

Five Key Points in US 8 CPI Report · Jin Shi compiled the five key points of the US 8 CPI report.

US Stocks Open Higher After CPI Release · US stocks opened higher across major indices following the release of the latest CPI data.

Goldman Sachs: CPI Largely in Line, Market Need Not Focus on It

Goldman Sachs noted the survey period predates the latest energy price rise and the spread of commodity gains from energy to metals and agriculture. Today's inflation data does not eliminate the possibility of stronger price pressures ahead. The in-line data leaves the Fed with the option to hike without being forced, so markets may focus more on Warsh's communications, energy prices, labor market data, and what comes next.

Yemen's Houthis Issue Statement on Military Operation Against Saudi Arabia · Yemen's Houthi group issued a statement announcing a military operation against Saudi Arabia.

US CPI Accelerates in 8 Month, Rate Hike Expectations Rise · The latest US CPI data accelerated, quickly boosting market expectations for rate hikes.

US CPI Monthly Rate Hits New High Since 6 · The latest data shows the US monthly CPI growth reached its highest level since 6 this year.

Kalshi Eyes Leveraged Perpetual Futures on TSLA, NVDA, AAPL

Prediction-market platform Kalshi reportedly plans to seek approval for the first regulated U.S. perpetual futures tied to individual stocks, including Tesla, Apple, and Nvidia. The product would offer 24/7 leverage. This could broaden retail access to leveraged bets on volatile tech names.

KPMG Probed Over Audits for Prax's State Oil Unit · KPMG is under investigation regarding its audits for State Oil, a unit of Prax.

ORCL: US Stock Futures Rise Ahead of CPI as Oracle and Adobe Report Results

US stock futures moved higher on Friday as investors awaited August consumer inflation data before the Federal Reserve's interest-rate decision next week. Oracle and Adobe reported results, drawing attention to their performance and its potential impact on tech stocks.

Oracle Corp (ORCL) Q1 2027 Earnings Call Highlights: Record Revenue, 121% Cloud · Oracle Corp (ORCL) reported record revenue during its Q1 2027 earnings call, along with 121% cloud results. The figures underscore the company's ongoing momentum in the cloud market.

Adobe Inc (ADBE) (Q3 2026) Earnings Call Highlights: Record Revenue, 1 Billion MAU

Adobe reported record revenue during its earnings call and disclosed 1 billion monthly active users. The company also referenced progress related to Q3 2026. These figures highlight the scale of its business and user base.

Oracle Shares Jump Pre-Bell After Fiscal Q1 Adjusted Earnings, Revenue Beat; Lifts Fiscal 2027 Guidance

Oracle (ORCL) reported fiscal Q1 adjusted earnings and revenue that beat expectations, sending its shares higher in pre-bell trading. The company also raised its fiscal 2027 guidance, a move that suggests its business outlook may be stronger than previously anticipated.

Munters completes expansion of Daleville, Virginia data center cooling campus

Munters announced it has completed the expansion of its data center cooling campus in Daleville, Virginia. The move increases the company's production and delivery capacity in the region to meet growing data center cooling demand. The expansion helps Munters better serve data center customers locally.

AAPL: Apple iPhone 18 Upgrade Cycle Likely to Boost Some Suppliers · Apple's iPhone 18 upgrade cycle is likely to boost some suppliers. This matters because those suppliers could see stronger business from the upcoming cycle.

ORCL Stock Rises on Strong Q1 Report; Analyst Says Oracle Cloud Demand Outpaces AWS, Azure

Oracle's stock jumped after a strong Q1 report. An analyst noted that Oracle Cloud demand is growing faster than AWS and Azure. Investors look past near-term cash burn and dilution concerns as AI cloud backlog surges.