Latest intelligence

Gold gains as October Fed rate hike prospects fade · Gold prices rose as the likelihood of a Federal Reserve rate hike in October diminished.

Super Micro Computer (SMCI) Gains Attention Following NetApp AI Infrastructure Partnership · NetApp announced a broad AI infrastructure partnership pairing Supermicro’s rack-scale systems with its data platform, targeting large AI factories and complex enterprise deployments.

AVGO: Broadcom vs. Intel: Revenue Trends Reveal AI Company Status · The headline indicates that comparing revenue trends between Broadcom and Intel provides investors with insights into these two artificial intelligence companies.

Don't Sell Netflix: NFLX Is the One Streaming Pick I'd Add to Today · Netflix is growing nicely and expanding its content library.

BE: Bloom Energy Says Fuel Cells Can Save Big AI Data Center $3.6 billion · Bloom Energy stated that its fuel cell technology can save a large artificial intelligence data center $3.6 billion.

ORCL: Oracle Announces $10 million Partnership with the Nashville Symphony · Oracle announced today that it is investing $10 million and creating a strategic partnership to help sustain the Nashville Symphony.

Oracle Issues Force Majeure Notice on Project Jupiter; Bloom Energy Rises · Oracle Corporation (NYSE:ORCL) has issued a force majeure notice on Project Jupiter, its New Mexico AI data center campus. The announcement sent Bloom Energy […]

NVDA: Nvidia's $1 billion Option Dispute: Does This Early Advisor Have a Case? · Huang's letter stated four years, while the contract specified one. The early Nvidia advisor's $1 billion claim never reached court.

Broadcom (AVGO) Share Price Lags Underlying Growth · Broadcom's revenue and earnings grew at rates far exceeding its share price movement, with sales nearly doubling while the stock remained relatively flat.

Schneider Electric Nears Deal to Acquire PTC · Sources indicate that France's Schneider Electric is nearing a $20 billion deal to acquire US software group PTC.

TSLA: Better Than Tesla: Buy Micron · Tesla trades at a massive premium to its sector average P/E ratio and other megacap companies.

AVGO: Broadcom's 2028 Projection Makes the Stock a Screaming Buy · Broadcom's 2028 projection indicates the stock is a highly attractive buy.

TSLA: James Altucher: Experts Called Tesla, SpaceX, and Starlink Dead, Now It's Happening Again · James Altucher states that experts previously declared Tesla, SpaceX, and Starlink dead, suggesting a similar situation is recurring.

SpaceX Isn't Rocket Lab's Biggest Threat Now -- Blue Origin Is · The report indicates that Blue Origin currently poses a greater competitive threat to Rocket Lab than SpaceX does.

AMZN: 'Mini Erin Brockoviches' Battle Data Center Eminent Domain Threat and Amazon's Shadow · The report highlights a group dubbed 'mini Erin Brockoviches' fighting against eminent domain threats from data centers and the influence of Amazon.

Gary Black Flags Waymo Leaving TSLA Behind On Autonomy Even As Tesla Beats Delivery Estimates In Q3 · In a post on X, Black pointed to Tesla’s recent delivery strength while highlighting a much tougher challenge ahead.

ADBE: Adobe Still Has $24.5 billion Left for Buybacks · This amount represents about a quarter of the company.

MU: Micron Technology vs. Qualcomm: What Revenue Trends Tell Investors About These Tech Companies · The article compares revenue trends of Micron Technology and Qualcomm to analyze what these tech companies mean for investors.

ORCL: Oracle Nuclear Power Deal Highlights Energy as New Compute Bottleneck · This energy is earmarked for [...] .

This Datapoint Could Explain Soaring Bond Yields · This datapoint could explain the rise in bond yields.

WDC: Western Digital vs. Sandisk: Better Play for Hard-Drive Side of AI Storage Boom · The article compares Western Digital and Sandisk in the context of AI storage demand.

ASML vs. Qualcomm Revenue Trends · ASML's recent quarterly revenue has surpassed Qualcomm, reversing a multi-year trend of trailing behind.

INTC: Intel Data Center Comeback: Real Recovery or Just a Supply Squeeze? · Intel Corp. continues executing its AI-driven turnaround, backed by strong demand across CPUs, ASICs, advanced packaging, and its foundry network.

RKLB: Rocket Lab Signs Largest Commercial Electron Deal, Launch Backlog Exceeds 100 · Rocket Lab has officially signed the largest commercial Electron launch agreement in its history, with the company's current launch backlog exceeding 100.

ASML vs. TSMC: Revenue Trends and AI Linkage · TSMC has consistently outpaced ASML in absolute revenue across eight quarters, but ASML's recent acceleration hints at a shifting competitive dynamic.