India's Larsen and Toubro (L&T) has secured an AI data centre order valued at up to $1.57 billion. The deal underscores strong global demand for AI infrastructure and is expected to bolster L&T's position in the data centre construction market.
Leah announced partnerships with Oracle and PwC to bring its agentic operating system to a global audience. This move strengthens Leah's technology ecosystem and may accelerate its international expansion.
Cisco Systems reported record revenue during its Q4 2026 earnings call, highlighting the AI super cycle as a key growth driver. This performance underscores the company's strong position in the AI-driven market, which is crucial for its future growth.
Vision Ireland announced it will provide free Ray-Ban Meta AI glasses to every blind and visually impaired adult it supports. The glasses assist with reading text, identifying objects, and accessing information. This initiative aims to make AI technology accessible to all.
Zoox began charging passengers for driverless rides in Las Vegas, weeks after a smoke-related safety incident forced a fleetwide software recall. CEO Aicha Evans backed stronger federal oversight.
CSCO: Melius Research Raises Cisco Price Target · Melius Research raised its price target on Cisco from 145 USD to 160 USD. The adjustment reflects a positive outlook on the company.
Cognex (CGNX) Q2 2026 Earnings Call Transcript · Cognex reported record revenue and margin expansion driven by AI infrastructure demand. This highlights the importance of AI-related investments for industrial automation companies.
Netflix has released the official trailer for its new series 'The Perfect Lie'. The trailer offers a glimpse into the show's intriguing storyline, building anticipation among viewers. This move is part of Netflix's ongoing push for original content.
Netflix confirmed the production and cast of its new period action film 'Dochabi' (WT) via an official company release. The announcement from the company's IR department indicates Netflix is expanding its original content slate.
Apple is in talks to pay publishers to improve Siri, the White House plans to expand AI regulation, and Google co-founder Brin urges employees to bring Gemini models back to the forefront.
CSCO Slips After-Hours Despite Q4 Beat on AI Equipment Demand · Cisco's soaring sales and strong forward guidance fail to satisfy Wall Street's expectations, causing shares to slip after-hours. AI equipment demand drove the Q4 beat.
Today's focus is on Fed officials' speeches and US jobless claims data.
AAPL: Apple in Talks to Pay Publishers to Boost Siri AI · Apple is reportedly in discussions to pay publishers for content to enhance its AI-powered Siri. This move aims to improve Siri's intelligent responses and could positively impact the publishing industry.
AAPL: Apple Discusses Hundreds of Millions Budget for Siri AI Deals · According to the Wall Street Journal, Apple has discussed a budget of hundreds of millions of dollars to pay publishers for Siri AI partnership agreements. This move aims to enhance its AI services.
US CPI inflation data for 7 was moderate, and the bond market expects the probability of a rate hike in 9 to drop to about forty percent.
Cerebras Systems (CBRS) shares fell sharply in after-hours trading, dropping 15%, despite being touted as an Nvidia rival. The company's wafer-scale chip technology has attracted attention but has found few buyers, raising concerns about its commercial viability.
According to the latest data, the probability that the Federal Reserve will keep interest rates unchanged in 9 is 59.9%. This probability reflects market expectations for the Fed's policy path. Investors should monitor upcoming economic data to assess the rate outlook.
The Middle East situation remains tense, involving Iranian threats, Houthi attacks, the closure of the Strait of Hormuz, and US-Iran interactions.
Michael Burry issued a harsh assessment of the $420 billion AI giant, causing its stock to drop sharply the next day. Subsequently, Palantir reported one of the most extraordinary quarters in enterprise software history. This highlights the stark contrast between market sentiment and company fundamentals.
Quantinuum CEO Rajeeb Hazra announced a partnership with Oracle, explaining how its quantum computing technology will be integrated into Oracle's ecosystem. This marks a significant step toward mainstream adoption of quantum computing.
Advanced Micro Devices is trading at roughly seventy times forward earnings, but Phillip Securities believes this premium is justified given its positioning for rising agentic AI demand. According to the firm, AMD's client and [...]
ORCL: Oracle Stock Rises on Quantum Deal and Layoffs Report · Oracle has struck a partnership with Quantinuum. The tech giant is also considering additional layoffs as it invests in AI. This move signals Oracle's push into quantum computing and AI, though layoffs may draw scrutiny.
CBRS: Cerebras stock plunges 14% after second earnings report following IPO · Cerebras Systems reported better-than-expected second-quarter revenue and raised its full-year guidance. Despite this, the stock plunged after the second earnings report following its IPO.
NVDA: Michael Burry Issues Stark Warning on Nvidia Stock · Michael Burry has issued a stark take on Nvidia stock, drawing uncomfortable comparisons to a massive financing machine. His comments have drawn attention given his track record of market predictions.
Intel Corp filed a disclosure regarding Regulation FD and other events. The filing mentions underwriters including Morgan Securities, Goldman Sachs, and Morgan Stanley. The description is not complete and is qualified by reference to the full underwriting agreement.
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