Latest intelligence

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.

Fed's Preferred Inflation Gauge PCE Flat on Month

The U.S. Personal Consumption Expenditures (PCE) price index was unchanged from the previous month, a key inflation measure for the Federal Reserve. The data suggests inflation pressures are not intensifying, which could influence future rate decisions.

Fed Rate Hike Expectations Edge Up for Next Month · Market expectations for a Federal Reserve rate hike next month have slightly increased, reflecting investor concerns over inflation pressures. This shift could influence global capital flows and asset prices.

US Overall PCE Flat from Prior Month, Above Expectations

The latest US overall PCE data remained unchanged from the previous month but came in above market expectations. This suggests persistent inflationary pressures, which could influence the Federal Reserve's future policy decisions. Investors should monitor subsequent inflation trends and their economic impact.

US Q2 Real GDP Matches Initial Estimate · The US Q2 real GDP figure aligns with the preliminary reading, meeting expectations. This indicates stable economic activity, with no surprises for investors regarding the economic fundamentals.

US Core PCE Flat vs Prior Month, In Line with Expectations

The US core personal consumption expenditures price index was unchanged from the previous month, matching market expectations. This indicates stable inflation pressures, which could influence the Federal Reserve's future monetary policy decisions.

MU: 8-K - MICRON TECHNOLOGY INC (0000723125) (Filer)

Micron Technology Inc (0000723125) reported departures of directors or certain officers, elections, appointments, and compensatory arrangements. Additional biographical information for Mr. Bhatia and Dr. DeBoer is referenced in the section titled 'Information About Our Executive O'.

MSFT: CISA Confirms Active Exploitation of Microsoft SQL Server Vulnerability CVE-2019-1068

CISA has confirmed active exploitation of a remote code execution vulnerability in Microsoft SQL Server, identified as CVE-2019-1068. The flaw could allow an attacker to execute code in the context of the SQL Server Database Engine service account. This highlights the urgency of patching critical infrastructure software.

IBM Completes Acquisition of HRL Laboratories to Accelerate Quantum Future · IBM has completed its acquisition of HRL Laboratories, aiming to accelerate the development of quantum technology. This move will strengthen IBM's research and innovation capabilities in quantum computing.

Iran and Oman Agree on Revenue Sharing in Hormuz Sea

According to Sepah News, the official news site of Iran's Revolutionary Guard, a spokesman said Iran and Oman have reached an agreement on revenue distribution in the Hormuz Sea. This could affect energy transit and regional geopolitics.

PLAB: Photronics Sees Growth in Q4 as Q3 EPS, Revenues Rise; Shares Surge 17.3%

Photronics reported higher Q3 EPS and revenues for the third quarter, and provided adjusted guidance for the second quarter. The company expects continued growth in Q4, leading to a surge in shares by 17.3%.

CSCO: ZILKR Cloud Tech v. Cisco: Nonprecedential Opinion Issued

The Federal Circuit issued a nonprecedential opinion in ZILKR Cloud Technologies, LLC v. Cisco Systems, Inc. The appeal, numbered 25-1207, originated from the PTO. This decision is binding on the parties but does not establish precedent for future cases.

WDC: 8-K Western Digital Corp Files Document · Western Digital Corp (0000106040) as a filer submitted a document. This action may relate to corporate governance or financial disclosure, providing investors with relevant updates.

MSFT: Microsoft and Humain Form Long-Term Partnership to Boost AI in Saudi Arabia

Microsoft and Humain announced a long-term strategic collaboration to accelerate AI transformation in Saudi Arabia and the wider region. The partnership leverages their combined strengths to advance AI adoption and innovation locally. This move is expected to enhance regional digitalization and drive industrial upgrades.

AMZN: Amazon, Apple, Microsoft, Dell Raise Prices; Memory Shortage May Last Until 2027

Several tech giants have collectively raised prices due to global memory supply constraints. Analysts predict the shortage could persist until 2027. This will impact consumer costs and business operations.

Jackson Hole Prelude: PCE Data Due Tonight 20:30 · Markets await tonight's PCE release, a key input ahead of the Jackson Hole symposium. The data could shape Fed policy expectations, with investors watching inflation trends closely.

Jin10 Data Compilation: Daily Global Commodity Market News Briefing (2026-08-26)

Ukrainian attacks disrupted Russian oil flows, crude exports fell to an average of 346 ten-thousand barrels per day, Strait of Hormuz transit volume was below the 10 daily average, and Iran said the strait will not open immediately and will finalize a new permanent route with Oman within 60 days.

NFLX Stock Eyes Sixth Week of Gains as Netflix Reportedly Mulls Adding Rival Streamers

The New York Times reported that Netflix is considering adding more streaming services, such as Comcast's Peacock and Fox One, to its platform to compete with YouTube and Roku. This move could expand Netflix's content ecosystem and boost user engagement. Following the news, Netflix shares are poised for a sixth consecutive weekly gain.

NVDA: Nvidia Earnings and Jackson Hole Are the Stock Market’s Next Big Tests · Stocks are rallying, but still haven’t posted meaningful gains since May. The next three days could change that. Nvidia's earnings and the Jackson Hole meeting are the key events to watch.

Attindas Hygiene Partners Announces Plans to Acquire Activ Médical Disposable

Attindas Hygiene Partners announced plans to acquire Activ Médical Disposable, which would expand its range of solutions in the region. The acquisition would add AMD's manufacturing capabilities, enabling future growth through a complementary product portfolio and new customer relationships. The deal is subject to regulatory approval and customary closing conditions.

LASR: nLIGHT CEO Sells Over 360,000 Shares for $16.5 million as Stock Drops Post-Earnings

The CEO of nLIGHT sold over 360,000 shares, generating $16.5 million, following the company's earnings release. The sale coincides with a decline in the stock price, potentially signaling insider caution about near-term prospects.

NVDA: Stocks edge higher as oil drops on fresh Mideast hopes

Asian stocks edged higher Wednesday as oil prices extended a decline on receding concerns about another military flare-up between the United States and Iran, while traders were also nervously awaiting Nvidia's earnings and key US inflation data. However, analysts said the simmering US-Canada trade row was causing some uncertainty, while the big event on the agenda this week is Nvidia's second-quarter earnings on Wednesday.

MSFT: Microsoft 365: Maintenance Activity Impacts Teams, Now Restored

Microsoft 365 reported that maintenance-related activity caused unexpected impact on Teams service, leading to degraded functionality for users in Asia-Pacific. The maintenance activity has been paused, and service has been restored to standard availability levels.

Meta in Talks with State Attorneys General for Mid-Trial Settlement

Meta is reportedly discussing a mid-trial settlement with attorneys general from multiple states over a major lawsuit. This move could avert a prolonged legal battle and reduce potential financial and reputational risks. A settlement, if reached, would influence how tech firms handle regulatory challenges.