Latest intelligence

AMD Climbs 3% as Chip Stocks Extend Run; Arm Jumps 8%, NVIDIA Rises 2% · Chip stocks extended their run.

AMZN: Amazon Prime customers could get refunds in expanded FTC deal · Some Amazon customers could receive refunds of up to $200.

US issues sanctions against Hamas financing network, Treasury says · The United States has issued sanctions against a Hamas financing network, according to the Treasury Department.

Rivian shares hit lowest since May · Rivian (RIVN.O) shares fell to their lowest level since May, last down 2.2%. The company had earlier reported record third-quarter deliveries.

NVDA: Nvidia stock hits record high, market value nears $6 trillion · Nvidia shares reached a record high, with its market value approaching $6 trillion.

TSLA: Tesla quarterly deliveries beat expectations · Tesla reported quarterly deliveries that came in above expectations.

Rivian Q3 2026 vehicle deliveries beat Wall Street estimates

Exclusive: Micron's NAND Revenue Surged 526%; Why AI Data Centers Need So Much Storage

NET: Introducing Web Search API via AI Gateway

Cloudflare AI Gateway now supports native web search API integration in partnership with Ceramic.ai, Exa, and Linkup. Developers can inject real-time web context into model inference calls via AI Gateway, REST APIs, or Workers bindings.

AAPL: Apple Prepares Siri-Powered Smart Home Hub

Apple plans a Siri AI-powered smart home hub, a new HomePod mini, and an updated Apple TV to expand its home ecosystem. The hub is designed as a central controller for connected devices, positioning Apple more directly against Amazon and Google in smart homes.

TSLA: 8-K - Item 2.02 Results of Operations and Financial Condition · The SEC company submissions filing covers Item 2.02 Results of Operations and Financial Condition.

VIEW Soft September jobs report sends markets higher · A soft September jobs report sent markets higher.

Tesla rises 1.7% premarket on deliveries beat · Tesla (TSLA.O) rose 1.7% in premarket trading because deliveries exceeded expectations.

ORCL: Oracle Announces Commitment to Absorb $300 million in Rising Point Beach Energy Costs for Wisconsin Residents · Oracle today announced a commitment to subscribe to a portion of the existing Point Beach Nuclear Plant's electricity generation.

PLTR: Palantir's Growth Could Justify a Much Higher Stock Price · Whether that gap is an opportunity or a warning depends on one number that few analysts agree on.

MU: Correction: Micron Shares Fall; Broadcom to Lend Anthropic $42 billion for Infrastructure · A federal court denied California's request for a temporary order.

AVGO: Broadcom Is Lending One of Its Biggest Customers $42 billion to Buy Its Chips · Broadcom agreed to loan a customer funds to buy Broadcom's own chips, placing the company on both sides of the deal.

Some US storage chip stocks fall premarket · Seagate Technology (STX.O) fell 11.4% and Western Digital (WDC.O) fell 7.1% in premarket trading.

MSFT: Microsoft, Amazon Cloud Units Face Stricter EU Scrutiny · Market reports say Microsoft's and Amazon's cloud businesses will face stricter scrutiny from the European Union.

AMZN: Amazon's Latest Response to AI Data Center Backlash: $1 billion · Amazon issued its latest response to backlash over AI data centers, involving $1 billion.

Spiking bond yields, midterms, earnings to test US stocks' typical fourth-quarter strength · Spiking bond yields, midterms and earnings are set to test US stocks' typical fourth-quarter strength.

IG Group Shares Dive 27% After Trading Platform Slashes 2026 Guidance · IG Group shares fell 27% after the trading platform cut its 2026 guidance.

AMZN: Amazon to invest $1 billion over five years in US data center communities · Amazon plans to invest $1 billion over five years in US data center communities.

AMZN: Amazon seeks data center construction support, pledges over $1 billion in community investment over five years · Amazon pledged more than $1 billion in community investment over five years as it seeks support for data center construction.

AMZN: Amazon Pushes for Buy-In on Data Center Build-Out · Amazon is seeking support for its data center build-out.