Latest intelligence

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.

MU: Micron Extends AI Build-Out Forecast to 2031 · Micron has just extended its forecast for the AI build-out to 2031.

NVDA: Top Performer Among 'Magnificent Seven' in September Revealed · Overall, the “Magnificent Seven” stocks had a lackluster month of September.

Dell Technologies Joins AI Data Center Project in Japan

Dell Technologies (NYSE:DELL) joined a planned $15 billion AI data center initiative in Japan, which aims to support large-scale AI workloads by pairing new data facilities with dedicated power supply capacity. Dell also introduced rugged laptops featuring on-device AI capabilities and enhanced security for field and mission-critical use cases.

Trump's Activities in Past 24 Hours: Diesel Exports, Macron Call, AI Appointment (2026-10-03)

Trump stated that no diesel export ban will be implemented, noting the issue was never seriously on the agenda. He mentioned requesting Europe to release more diesel supply to ease fuel price pressures. According to NBC, Trump spoke with French President Macron about the energy situation, where Macron emphasized joint efforts to address rising fuel prices and ensure refined product supplies. CNN reported that Trump is expected to appoint Jay Clayton as the new head of AI affairs, with a decision possibly announced as early as Friday.

McKinsey: AI to Create More Jobs Than It Eliminates · McKinsey states that artificial intelligence will generate more jobs than it displaces, though 11 million Americans may need to pursue new careers.

Europe’s Stocks Strain Under Bond Yield Pressure · European stocks are experiencing pressure from bond yields.

AMZN: Amazon Seeks to Boost Nuclear Power in Maryland After Scrapping Data Center Deal · Amazon is pursuing nuclear energy initiatives in Maryland following the cancellation of a data center agreement.

TSLA: Tesla Deliveries Clear the Street, BYD Widens the Gap, Rivian Holds Forecast, Ford and GM EV Sales Fall Hard · Tesla and Rivian beat third-quarter delivery estimates, BYD widened its battery-electric lead, and Ford and GM gave back last year's U.S. tax-credit rush this week.

TSLA: Tesla, Rivian Deliveries Beat Estimates; Analysts Explain Stock Divergence · Tesla and Rivian deliveries beat estimates, and analysts explained why Tesla rallied while Rivian fell.

Marvell Technology (MRVL) Showcases 2 nanometers Optical Links and Locks In AI Capacity · Marvell expanded its collaboration with AT&S to secure advanced IC substrate manufacturing capacity for future AI and cloud infrastructure products.

MU: Micron's Last 5 Post-Earnings Dips Turned Into Gains. This Time, the Stock Rose Instead. · The memory maker's shares gained after a record quarter and a bigger spending plan.

Trump: No Diesel Export Ban Planned · Trump stated that no diesel export ban will be implemented, and Europe will increase diesel supply.

Hewlett Packard Enterprise Lands First $1.2 billion Helios AI Server Order

Hewlett Packard Enterprise (HPE) received a $1.2 billion order from Vultr for its new AMD Helios AI servers. The contract is the first commercial deployment of HPE's Helios racks, which combine AMD chips with HPE Networking hardware.

8-K - Snowflake Inc. (0001640147) Filing · The notes are general, senior unsecured obligations of the company, with Bank Trust Company, National Association, as trustee.

SNOW: 8-K - Item 1.01 Material Agreement · The company disclosed Item 1.01, entry into a material agreement. Bank Trust Company, National Association serves as trustee. The notes are general, senior unsecured obligations of the company.

Quantinuum Secures $100 million CHIPS Award

Quantinuum (NasdaqGM:QNT) secured a finalized $100 million CHIPS R&D award from the U.S. Department of Commerce to support trapped ion quantum computer manufacturing in the United States. The company also announced new collaborations with Quanta Computer and Oracle tied to its trapped ion quantum hardware, and will place its Helios quantum computer inside Oracle data centers to support quantum cloud computing access.

TITV Video: China's Gray Market for Anthropic and Cracks in AI Data Center Financing · The video reports on the gray market involving Anthropic in China and highlights emerging cracks in artificial intelligence data center financing.

Gold Steadies as Easing US Bond Yields Reduce Rate-Hike Bets · Gold prices stabilized as a decline in US bond yields reduced market expectations for interest rate hikes.

ADBE: The Adobe Stock Debate Is About to Get Interesting · Something has to give, and the answer depends on a bet most investors are getting wrong.

Richard Florida Says AI Targets 'Grind-Out Jobs,' Not Creative Class · Richard Florida stated that artificial intelligence is not coming for the creative class but rather for what he terms 'grind-out jobs.'

CRM: Salesforce's Agentic CX Vision: 8 Dreamforce Announcements · Salesforce announced its agentic CX vision at Dreamforce.

AI Data Center Debt Is Showing Up Everywhere · The report says debt tied to AI data centers is appearing in many places.

Regional and Western Officials Say Saudi Arabia Plans Offensive Against Houthis · According to regional and Western officials, Saudi Arabia plans to launch an offensive against the Houthi rebels to regain control of the Bab el-Mandeb Strait.

Google raises entry-level Pixel 10A price · Google (GOOG.O) raised the price of the entry-level Pixel 10A phone by 100 USD, to 599 USD.