Latest intelligence

FIVN: Five9 Reaches Analyst Target Price · Five9's stock has reached the target price set by an analyst. Analysts typically react by downgrading on valuation when this occurs.

NTSK: Netskope Reaches Analyst Target Price · When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on valuation.

US Retail Sales Unexpectedly Fall on Month · US retail sales unexpectedly declined on a monthly basis, indicating weak consumer spending. This could affect growth expectations and prompt a reassessment of the Federal Reserve's policy path.

Okta's AI-Native Identity Push and MCP Cost Controls Could Be a Game Changer

Citizens JMP Securities upgraded Okta to 'Market Outperform' this week, citing its expanded AI-focused identity security capabilities, including the Permiso Security acquisition and new products. Okta also introduced identity-scoped MCP tool lists that can sharply cut AI agent token usage, potentially aligning costs.

WDAY: Anthropic investor talks, Workday stock surge, Apple's new facility and more in Morning Squawk · Here are five key things investors need to know to start the trading day.

Streamlining Export Controls for Drone Exports

The Bureau of Industry and Security (BIS) is easing export controls on certain Unmanned Aerial Vehicles (UAVs or drones) and related parts, components, accessories, attachments, technology, and software. This move aims to streamline export procedures and may boost international trade in the drone industry.

AMAT: Applied Materials to Participate in Upcoming Investor Conferences · Applied Materials announced that members of its management team will participate in fireside chats at upcoming investor conferences. This is to engage with investors and share company updates.

NVDA: Two Stocks Quietly Beat Nvidia, and Wall Street Wants Them 30% Higher · Two stocks have quietly outperformed Nvidia, drawing attention from Wall Street. Analysts see potential for further gains. Investors should monitor these companies' fundamentals and technicals.

SNDK: SanDisk Shares Rise After Investor Day as JPMorgan Upgrades Stock · SanDisk shares rose following its investor day, as JPMorgan upgraded the stock. The upgrade reflects growing confidence in the company's prospects.

NVDA: LG and Nvidia Expand Partnership in Robotics, AI Factories, Mobility

LG Corp and Nvidia have signed a memorandum of understanding to deepen collaboration in robotics, AI factories, and next-generation mobility. The partnership combines LG's manufacturing and technology operations with Nvidia's AI computing platforms to accelerate physical AI adoption in factories, robots, and vehicles.

RDDT: Reddit Shares Surge on S&P 500 Inclusion Set for August 18 · Reddit shares surged after S&P 500 announced its inclusion, effective August 18. The move is expected to attract passive fund inflows and boost liquidity.

RDDT: Reddit to Join S&P 500; Stock Jumps 12% · Reddit will replace AvalonBay Communities in the S&P 500 index, as announced by S&P Dow Jones Indices. The change is due to Equity Residential's acquisition of AvalonBay. Following the news, Reddit's stock rose 12%.

Jin10 Data Compilation: Daily Investment Bank/Institution Views (2026-08-14)

Daily compilation of investment bank and institution views, covering Goldman Sachs, UOB, Bank of England, Soochow Securities, and CSC Financial.

SNDK: Jim Cramer Questions Sandisk's Cyclicality, Expects Western Digital to Raise Guidance

Sandisk and Western Digital are among the strongest-performing stocks in the AI era. Jim Cramer wondered whether Sandisk is no longer cyclical and expected Western Digital to raise guidance more.

Uber, Pony.ai Expand Partnership to Deploy Over 2,000 Robotaxis in Europe

Uber Technologies announced an expanded partnership with autonomous driving company Pony.ai to deploy more than 2,000 Pony.ai robotaxis across Europe, with plans to extend the collaboration to the Middle East. This move marks further deepening of their cooperation in autonomous mobility.

AMAT: JPMorgan Raises Applied Materials Price Target · JPMorgan raised its price target for Applied Materials from 515 to 660 USD. The adjustment reflects a positive outlook on the company.

BOJ May Hike Rates as Early as 9, Sources Say · According to sources, the Bank of Japan may raise interest rates as early as 9. This suggests the BOJ is considering adjusting its monetary policy. If implemented, it could impact Japan's economy and global markets.

CRM Stock Poised for Third Weekly Gain: JPMorgan Turns Bullish on Salesforce, Sees H2 Core Business Acceleration

JPMorgan turned bullish on Salesforce, citing acceleration in its H2 core business. This positive outlook has put CRM stock on track for a third consecutive weekly gain. The market's positive reaction reflects investor confidence in Salesforce's future performance.

Applied Materials Inc (AMAT) (Q3 2026) Earnings Call Highlights: Record Revenue and AI-Driven Growth

Applied Materials (AMAT) reported record revenue in its latest earnings call, highlighting AI-driven demand as a key growth driver. This performance underscores the strength of the semiconductor equipment market and the increasing importance of AI in the industry.

AAPL: Apple Partners with Alibaba for China-Specific AI Model

Apple announced a partnership with Alibaba to jointly train a large language model tailored for the Chinese market. This move aims to enhance Apple's AI services in China and better meet local user needs. The collaboration will help Apple gain a foothold in China's competitive AI landscape.

Rocket Lab (RKLB) Up 5.9% After Record Q2, Space Force Win and Neutron Progress

Rocket Lab shares rose 5.9% following a record Q2, a Space Force contract win, and progress on its Neutron rocket and Iridium acquisition. These developments bolster its position as an integrated space infrastructure provider.

OpenAI Official Update: Our Agreement With The Department Of War · OpenAI's official sitemap lists this material update regarding a company, product, partnership, security, or infrastructure. The update concerns an agreement with the Department of War.

RKLB Stock Rises Overnight: Rocket Lab Advances Neutron's 'Hungry Hippo' and Wins New Space Force Deal

Rocket Lab's stock gained overnight as the company advanced its Neutron rocket's 'Hungry Hippo' project and secured a new contract with the U.S. Space Force. This development highlights the company's growing competitiveness in the commercial space sector, potentially attracting more investor interest.

Applied Materials (AMAT) Stock Looks Fully Priced After 332% Run · After a 332% run, the question is whether recent enthusiasm for AI chip infrastructure has left Applied Materials looking more expensive than its fundamentals justify.

NFLX: Netflix Expands Young Adult Slate with New Series 'Sid & Zoey,' 'Sunshine Girls' and More

Netflix announced an expansion of its young adult slate with new series including 'Sid & Zoey' and 'Sunshine Girls.' This move aims to attract younger audiences and strengthen its leading position in the streaming market.