Latest intelligence

Dell Files 8K with 99.1, Citing Q2 and FY27 · Dell submitted an 8K filing containing 99.1, disclosing details related to Q2 and FY27. This provides investors with timely updates on the company's financial and operational status.

Dell Raises Annual Revenue Outlook on Strong AI Server Sales · Dell raised its annual revenue outlook due to strong AI server sales. This reflects sustained high demand for AI infrastructure.

Dell Technologies Delivers Second Quarter Fiscal 2027 Financial Results · Dell Technologies announced its financial results for the second fiscal quarter, designated as 2027. The outcome highlights the company's performance in the current market context.

Dell Technologies Delivers Second Quarter Fiscal 2027 Financial Results · Dell Technologies delivered its second quarter fiscal 2027 financial results.

Dell Technologies Delivers Second Quarter Fiscal 2027 Financial Results · Dell Technologies announced its financial results for the second quarter of fiscal 2027. The release highlights the company's performance in the current market environment.

PANW: Palo Alto Networks Acquires Console to Agentify Security

Palo Alto Networks has acquired Console to agentify security, transforming how customers benefit from agentic-driven workflows built for the AI era. This move aims to enhance security operations through agent-based automation.

PANW: Palo Alto Networks Reports Fiscal fourth quarter and Full-Year 2026 Results

Palo Alto Networks announced financial results for its fiscal fourth quarter and the full fiscal year 2026. The figures provide insight into the company's performance in the cybersecurity sector, which is important for investors tracking its momentum.

NVDA: A $3.5 billion Reason Why Nvidia Stock in Focus · Nvidia stock is in focus due to a $3.5 billion reason. This development could shape investor sentiment toward the company. Further details are yet to be revealed.

Bond Traders Snap Up Protection Against Soaring Treasury Yields · Bond traders are actively buying protective options to hedge against the risk of further rises in US Treasury yields. This move reflects growing concerns about inflation and interest rate trends.

MU: Micron Stock Is Down 23% From Its Highs. Did Nvidia's CFO Just Give It the Green Light for a Turnaround?

Micron's earnings have soared due to memory chip shortages, but the stock price has fallen from its highs. Nvidia's CFO may have signaled a potential turnaround for Micron. Investors are watching how this could affect Micron's future performance.

AI Hits College Graduates at Heart of US Data Centre Boom

Artificial intelligence is impacting the job prospects of college graduates in the heart of America's data centre boom. This shift reflects changing demand for traditional roles in the tech industry. Adapting to an AI-driven job market is becoming crucial for graduates.

Meta Unveils New Audio AI Model · Meta has introduced a new audio AI model to enhance audio processing capabilities. This move could strengthen its position in the AI field.

AAPL: Apple shares climb as Ternus era begins · Apple shares rose as Ternus took over, marking a new leadership phase. Cook will remain with the company to ensure a smooth transition. This change is significant for Apple's future strategy and market confidence.

CoreWeave (CRWV) Stock May Be Cheap On Sales Yet Weak On Broader Checks

CoreWeave's stock may appear inexpensive relative to sales, but broader checks reveal underlying weaknesses. This contrast suggests that despite a superficially attractive valuation, investors should consider the company's overall health. Market reaction could influence short-term trading sentiment.

EU Antitrust Regulators Quiz Publishers on Google's AI Search Opt-Out

EU antitrust regulators are questioning publishers about Google's AI search opt-out option. This aims to assess whether Google offers publishers fair choices in its AI search features. This could affect how Google operates its AI search services in Europe.

US Treasury yields are rising — Why does it matter?

US Treasury yields have been rising recently, reflecting shifts in market expectations for economic growth and inflation. This movement could affect global borrowing costs and investor risk appetite, with potential ripple effects on equities and emerging markets.

CRWD: CrowdStrike Extends Falcon Platform to Google Cloud Enterprise AI

CrowdStrike announced new innovations to extend its Falcon platform capabilities across Google Cloud's enterprise AI ecosystem. These enhancements aim to improve security for organizations operationalizing enterprise AI on Google Cloud.

RZLV: 6-K: Report for Six Months Ended July 31, 2026 and 2025

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed. This SEC filing, 6-K, covers the six months ended July 31, 2026 and 2025. The submission ensures compliance with regulatory disclosure obligations.

CRWD: CrowdStrike Launches Frontier Models for Cybersecurity, Created with NVIDIA

CrowdStrike unveiled SafeMind, the first agentic system for defenders, built with NVIDIA Nemotron. It offers more protection at lower cost than generic frontier models. This marks a significant step toward specialized AI agents in cybersecurity.

CRWD: CrowdStrike Unveils Falcon Guardian to Secure AI Agents at Endpoint Runtime

CrowdStrike introduced Falcon Guardian to secure AI agents where they execute on the endpoint at runtime. The company highlights its structural advantage in endpoint security as a driver of this innovation. This underscores the critical role of endpoint control in AI agent security.

Report: US Launches Strikes Inside Iran · It is reported that the US has carried out military strikes on targets inside Iran. This action could escalate tensions in the Middle East. No official details have been provided yet.

US Reported to Have Launched Strike Inside Iran · According to Israeli media, sources say the US has launched an attack inside Iran. This could escalate tensions in the Middle East. No official confirmation or further details are available yet.

MDB: 10-Q - Revenue $1.46 billion; Net Income $45.37 million; Diluted EPS $0.55

MongoDB (MDB) reported financial results for 10-Q, with revenue of $1.46 billion, net income of $45.37 million, and diluted EPS of $0.55. These figures indicate the company's performance during the period, which is relevant for investors assessing profitability.

Are Surging Bond Yields a Threat to the Global Stock Rally?

Recent sharp rises in bond yields have raised concerns about the sustainability of the global stock rally. Investors are watching for potential valuation pressure and shifts in capital flows. This development could influence global risk asset allocation strategies.

Wells Fargo Analysts Join JPMorgan Traders in Turning Cautious on US Stocks

Wells Fargo analysts and JPMorgan traders have both adopted a more cautious stance on US equities. This shift reflects concerns about the current economic environment and valuation levels. Investors should monitor these professional views to adjust their own strategies.