Latest intelligence

PANW: 10-K revenue $11.48 billion; net income $307 million; diluted EPS $0.4 · Palo Alto Networks (PANW) reported revenue of $11.48 billion and net income of $307 million, with diluted EPS of $0.4. The figures come from an SEC filing, indicating the company's financial performance.

ADSK: 8-K - Item 1.01 Entry into a Material Definitive Agreement

Autodesk entered into an underwriting agreement with Morgan Stanley & Co. The agreement includes customary representations, warranties, and covenants by the company, and Autodesk agreed to indemnify the underwriters against certain liabilities. This material definitive agreement may affect the company's capital activities.

CRM: Salesforce’s Agentforce 360 Powers the Future of Chess with FIDE · Salesforce becomes the Title Sponsor and Technological partner of FIDE. Its Agentforce 360 product will support the future of chess. The move brings Salesforce’s AI technology into the global game of chess.

CRWD: CrowdStrike Advances Project QuiltWorks with North American Partners

CrowdStrike is advancing Project QuiltWorks with leading partners including CDW, GuidePoint Security, Optiv, and Presidio. These partners will bring specialized frontier readiness expertise and services to customers in the U.S. and Canada. The move aims to expand CrowdStrike's service reach in North America through regional partner expertise.

POSC: AI chip startup Positron's valuation soars in latest funding round · AI chip startup Positron saw its valuation rise sharply in its latest funding round. This shows continued investor enthusiasm for the AI chip sector.

Portuguese group D3 sues Meta, TikTok and YouTube over addictive design

Portuguese group D3 has sued Meta, TikTok and YouTube, alleging addictive design on their platforms. The case highlights legal pressure on tech platforms over product design that may affect users' mental health.

MSFT: Talkdesk and Microsoft expand partnership to accelerate AI automation for enterprise contact centers

Talkdesk and Microsoft are expanding their partnership to accelerate AI automation for enterprise contact centers. The move combines their technologies to help businesses improve customer service efficiency. It reflects growing demand for AI-driven automation in the contact center sector.

Sen. Hawley Launches Investigation Into OpenAI Hugging Face Hack · U.S. Senator Josh Hawley has launched an investigation into a hack involving OpenAI and Hugging Face. The move could intensify scrutiny of security practices at AI platforms.

IBM, NASA launch AI model to help map ice, craters on Moon · IBM and NASA have launched an AI model designed to help map ice and craters on the Moon. The tool aims to improve analysis of lunar surface features, which matters for future lunar exploration and resource assessment.

American Eagle shares slump on flat margin outlook, weakness in namesake brand

American Eagle shares fell due to a flat margin outlook and weakness in its namesake brand. This highlights concerns about near-term profitability. Investors are watching for improvements in the core brand's sales performance.

ORCL: Oracle Earnings to Test Market's Tolerance for AI Spending Risk · Oracle is set to report earnings, with the market watching how much AI-related spending it can absorb. The results are seen as a test of investors' willingness to tolerate the risks of AI investment.

SpaceX Overhauls Data Center Build-Out, Potentially Slowing Expansion · SpaceX has overhauled its data center build-out. The change could potentially slow its expansion.

NVDA: Nvidia Deepens Partnership With AI Chip Startup D-Matrix · Nvidia has deepened its partnership with AI chip startup D-Matrix. The move highlights Nvidia's continued effort to expand alliances in the AI chip ecosystem and reinforce its position in the sector.

NVDA: ‘WARDOGS’ Launches on GeForce NOW in Early Access · ‘WARDOGS’ goes all out on GeForce NOW at its early-access launch. The latest PC games and major updates are also ready to play on GeForce NOW this week.

NET: 1.1.1.1 now supports post-quantum DNSSEC, all 2,420 bytes of it · 1.1.1.1 now supports post-quantum DNSSEC, handling 2,420-byte signatures. This addresses downgrade risks at scale, which matters for keeping domain resolution secure.

CRM: Salesforce Introduces Trusted Enterprise AI Harness

Salesforce has introduced a new product called the Trusted Enterprise AI Harness. The framework aims to provide a trusted foundation for enterprise AI applications. This move could influence trust and security standards for enterprise AI deployments.

CRM: Salesforce Completes Acquisition of Fin · Salesforce has completed its acquisition of Fin. The deal brings Fin into Salesforce, potentially shaping how its customer service and related offerings are integrated.

AMZN: Lawsuit: Former Amazon workers say pregnant women struggling for breath were not allowed to sit

Former Amazon workers filed a lawsuit claiming pregnant women struggling for breath were not allowed to sit. The allegations highlight disputes over warehouse working conditions and labor rights.

AI Debt Binge Reorders Risk Hierarchy, Emerging Bonds in Focus · A surge in AI-related debt is reshaping the risk hierarchy, drawing attention to emerging market bonds.

BSP: 6-K - Bending Spoons S.p.A. (0002004711) (Filer)

Bending Spoons S.p.A. (0002004711) is the filer in a transaction where Omega Merger Sub Inc. will merge with a Delaware corporation doing business as Miro, which will survive as a wholly owned subsidiary of Bending Spoons. The deal places Miro under Bending Spoons' ownership, potentially affecting competition in the collaboration software market.

CRWV: CoreWeave Launches Physical AI Field Engineering · CoreWeave announced a Physical AI Field Engineering offering aimed at turning proprietary data into production AI. The company release was published via its official investor-relations channel.

IBM and NASA Release Open-Source AI Model for Lunar Exploration

IBM and NASA released an open-source artificial intelligence model to support lunar exploration. The model is intended to aid work related to lunar mission data and planning. The move could encourage broader open collaboration in space exploration.

Meta Upgraded at JPMorgan as Muse Highlights Better AI Position

JPMorgan upgraded Meta's rating, citing an improved position in artificial intelligence. Muse highlighted Meta's progress in AI technology, which could offer a competitive edge. The move reflects positive sentiment about Meta's growth prospects.

AB Foods Shares Slump After Group Cautions on Outlook for Sugar, Grocery Units · The group cautioned on the outlook for its sugar and grocery units.

Broadcom (AVGO) Q2 2026 Earnings Call Transcript · Broadcom (AVGO) released the transcript of its Q2 2026 earnings call.