Latest intelligence

AAPL Stock Gains 1%; IDC Predicts First-Year Foldable iPhone Shipments · Apple's stock rose 1%, reflecting positive market sentiment. IDC forecasts Apple will ship 10M foldable iPhones in the first year, indicating strong expectations for the new product line.

NVDA: Nvidia Stock Slips Before Earnings; $92 billion Revenue Forecast in Focus · Nvidia shares slipped ahead of its earnings report, with attention on its revenue forecast. The results will test the sustainability of the AI boom.

NVDA: Mizuho: NVIDIA Q2 Earnings Beat Expected, Focus on AI Capex Guidance · Mizuho notes that market consensus expects NVIDIA's Q2 earnings to beat estimates, with attention on AI capital expenditure guidance. This guidance will shape investor views on AI infrastructure demand.

OpenAI Official Update: Hugging Face Incident And The Road Ahead

OpenAI's official update addresses the Hugging Face incident and outlines the path forward. The update covers company, product, partnership, security, or infrastructure matters. This signals OpenAI's proactive response and future direction.

Global equity index, bond yields edge up with focus on inflation and Middle East

Global equity indices and bond yields edged higher as markets focused on inflation and geopolitical tensions in the Middle East. Investors are assessing the implications for economic outlook and monetary policy.

Jim Cramer Highlights SanDisk's (SNDK) Massive Buybacks After Stock Surge · Jim Cramer noted that SanDisk executed massive buybacks after a significant stock surge. Most companies follow a preset pattern. This move may reflect the company's confidence in its own prospects.

3 Growth Stocks to Buy as Treasury Yields Fall: MU, STX & VLO · Micron, Seagate, and Valero stand out as Treasury yields fall, with earnings momentum and structural growth trends supporting their outlook. These companies are highlighted as potential investment opportunities.

PLTR Stock Rises Nearly 2% After William Blair Highlights Palantir's Maven System

William Blair has an 'overweight' rating on Palantir stock, citing the Maven system's potential to reach $1 billion in annual recurring revenue. This news drove PLTR shares up nearly 2%. The positive market response reflects investor confidence in Palantir's defense technology growth prospects.

Oman Halts Cooperation with US on Escorting Tankers via Southern Strait of Hormuz Route

According to Iran's Press TV, Oman has stopped cooperating with the US on escorting oil tankers through the southern route of the Strait of Hormuz. This could affect security and shipping efficiency in the vital waterway.

AAPL: Apple to Launch First Foldable iPhone · Apple announced it will unveil its first foldable iPhone in the early morning of 9 month 10 day Beijing time. This move marks Apple's official entry into the foldable smartphone market, potentially reshaping the industry landscape.

AAPL: Apple to Hold New iPhone Event at 9 AM PT on 9

Apple announced it will hold a new iPhone launch event at 10 AM Pacific Time on 9 (1 AM Beijing time the next day). The event is expected to showcase the next-generation iPhone, marking a key moment in Apple's annual product cycle.

Insiders: Russia Prepares to Escalate Strikes on Ukraine, Sees Talks at Dead End

According to insiders, Russia believes peace talks with Ukraine have reached a dead end and is preparing to escalate military strikes. This could heighten regional tensions and impact diplomatic efforts by the international community. No official confirmation yet, but the news has drawn attention to geopolitical risks.

Putin Reportedly Plans to Escalate Ukraine Situation · Market sources say Russian President Putin plans to escalate the situation in Ukraine, believing negotiations are fruitless. This could heighten regional tensions and affect global market sentiment.

Jin10 Data Compilation: Key News Summary for European and US Markets (2026-08-26)

Today's key news for European and US markets includes Tesla's denial, SoftBank's bond issuance, Meta's settlement, US PCE data, Samsung and SK Hynix supply, and Hormuz Strait developments.

Buying the Dip Again in a Retailer Not Getting Credit for Addressing Weak Sales · Wednesday's decline was attributed to a downgrade at Jefferies, which we disagree with. We are buying the dip again, as the retailer is addressing weak sales but not getting credit for it.

Meta Reaches $16.7 billion Settlement in Multi-State Child Addiction Lawsuits

Meta has agreed to a $16.7 billion settlement in lawsuits filed by multiple states alleging that its platforms contribute to child addiction. The settlement addresses concerns about the design of Meta's products potentially harming minors. This marks a significant legal and reputational development for the company.

Google Helps Firms Trim AI Costs · Google introduces tools to help businesses manage AI spending more efficiently. This move addresses the high cost of AI, enabling more economical use of the technology.

Open Letter to TikTok and YouTube: Join Us in Supporting Teens · Meta announced an agreement with a bipartisan group of state attorneys general, building on efforts to empower parents and support teens. The company invites TikTok and YouTube to join in these initiatives.

Meta's Agreement with Bipartisan Attorneys General: Urging TikTok and YouTube to Support Teens

Meta announced an agreement with bipartisan attorneys general and called on TikTok and YouTube to join in supporting teens. This move aims to enhance platform protections for young users. The agreement highlights a collaborative effort among tech companies on teen safety.

Meta Settlement Requires Court Approval · According to court documents, Meta Platforms' proposed settlement must be approved by a court. This requirement ensures the legality and fairness of the settlement. If the court does not approve, the settlement cannot take effect.

NVDA: OpenAI's Jalapeño chip poses new threat to Nvidia margins · OpenAI's Jalapeño chip outperformed Nvidia's Blackwell systems on key inference-efficiency tests. As custom AI silicon gains ground among major tech companies, this adds new pressure on Nvidia's margins.

AMZN: AWS to Acquire DuckLabs, Creator of DuckDB

AWS, a subsidiary of Amazon, has announced the acquisition of DuckLabs, the Amsterdam-based company behind the open-source analytical database DuckDB. This move is expected to bolster AWS's data analytics capabilities and potentially integrate DuckDB with AWS services.

Trump Hints at Vessels Passing Through Strait of Hormuz

US President Trump hinted that 22 vessels passed through the Strait of Hormuz last night. This statement may reflect regional shipping activity. The exact number remains undisclosed, potentially drawing attention to oil transport.

UBS Raises Dell Price Target · UBS has increased its price target for Dell from 440 USD to 455 USD. This adjustment reflects a positive outlook on Dell's future performance.

SPT Crosses Above Average Analyst Target

SPT's stock price has risen above the average target set by analysts. Analysts typically have two options: downgrade the stock on valuation grounds or raise their targets to reflect new market conditions. This move may prompt a reassessment of SPT's outlook.