Latest intelligence

Rocket Lab puts its biggest 2026 milestone at risk · Rocket Lab (RKLB) delivered the type of quarter that should have put investors at ease. However, the company has put its biggest 2026 milestone at risk.

Jin10 Data Compilation: Important News Summary from Yesterday and This Morning (2026-08-12)

Fed's Goolsbee says inflation is the biggest problem facing the economy, while Korean media reports SK Hynix plans to increase NAND capacity in China.

SMCI Soars After-Hours as Supermicro's Q1 and FY27 Revenue Outlook Blasts Past Estimates · Super Micro Computer (SMCI) shares surged in after-hours trading after its revenue outlook far exceeded expectations. The strong guidance is driven by continued AI spending.

Fed's Probability of 25 Basis Point Hike in 9 is 48% · The market expects a 48% probability of a 25 basis point rate hike by the Fed in 9. This expectation reflects investor sentiment on monetary policy and could influence market movements.

MSFT: Hedge Funds Favor Microsoft Over Meta · Hedge funds prefer Microsoft Corporation over Meta Platforms Inc. Microsoft's earnings convinced investors that its AI spending is starting to pay off.

Coreweave CFO Raises Full-Year Revenue Guidance · Coreweave (CRWV.O) CFO raised full-year revenue guidance for 2026 to $12.4 billion-$13.2 billion. This reflects confidence in business growth.

SMCI: Supermicro CFO: fourth quarter Demand for Infrastructure Upgrades Grows

Supermicro's CFO stated that demand from enterprise and channel customers to upgrade computing, storage, and networking infrastructure increased in the fourth quarter. This growth may reflect increased technology investment by businesses.

Jin10 Data Compilation: Middle East Situation Tracking (8 Month 12 Day)

Latest developments in the Middle East: multiple incidents in Iraq, Yemen, Gulf of Oman, and Iran's strategic focus shifts to the Strait of Hormuz.

SMCI: Super Micro Computer stock surges 9% as guidance shatters expectations

Super Micro Computer reported robust fourth-quarter profits and issued aggressive forward guidance that blew past Wall Street consensus, sending shares rallying 9%. This highlights strong demand for AI servers.

LITE: Lumentum beats estimates on AI demand, guides above consensus · Lumentum reported results that beat expectations, driven by demand related to artificial intelligence. The company's guidance also came in above analyst consensus, indicating a positive outlook.

PLTR: Prediction: Palantir Will Hit $220 This Year. There's 1 Clear Reason Why. · Analysts predict Palantir will reach $220 this year, citing 1 clear reason. The forecast is based on recent performance and market trends. Investors should watch this target and its rationale.

CRWV: CoreWeave Reports Strong Second Quarter 2026 Results · CoreWeave announced strong results for the second quarter of 2026. The report, published by the company's investor relations, highlights a positive performance during the period.

NVDA: Financial Giants Jump Amid Nvidia AI Funding Deal; 1 Eyes Breakout

Nvidia will work with six leading investment companies, including Apollo Global Management, to secure massive new funding for artificial intelligence infrastructure. APO stock jumped near a buy point on Tuesday, extending Monday's rally along with the other financial stocks.

ORCL: Oracle, Quantinuum partner to bring quantum computing to cloud

Quantinuum and Oracle on Tuesday announced a multi-year partnership aimed at bringing quantum computing capabilities to Oracle's cloud platform, as technology firms race to commercialize the nascent technology. Financial terms and deployment date were not disclosed. Under the deal, Oracle Cloud Infrastructure customers will gain access to Quantinuum's Helios quantum computer through OCI's quantum service, allowing them to combine quantum computing with Oracle's graphics-processing and high-performance computing services.

QNT: Quantinuum and Oracle Partner to Accelerate Hybrid Quantum Compute on OCI · Quantinuum and Oracle announced a multi-year strategic partnership to bring quantum computing to Oracle Cloud Infrastructure. This aims to accelerate the adoption of hybrid quantum computing.

ORCL: Oracle Partners with Quantinum for Helios Platform Access

Oracle announced a partnership with Quantinum, enabling its cloud infrastructure customers to directly access Quantinum's Helios platform. This move expands Oracle's cloud ecosystem and may attract more enterprise clients.

ORCL: Quantinum Partners with Oracle to Boost Hybrid Quantum Computing

Quantum computing firm Quantinum announced a partnership with Oracle to accelerate the adoption of hybrid quantum computing on Oracle Cloud Infrastructure. This move aims to help more enterprises leverage quantum computing benefits while lowering adoption barriers.

RIVN: Rivian vs Ferrari: Mass-Market EV Bet Against Ultra-Luxury Pricing Power

Rivian Automotive and Ferrari both beat estimates last week but for opposite reasons. Rivian narrowed losses and raised delivery forecast as its cheaper R2 SUV reached customers. Ferrari raised guidance despite shipping fewer cars, proving it can grow profit through pricing.

AAPL: Apple Stock Falls Again After Jefferies Slashes Rating · Apple shares declined again after Jefferies downgraded the stock. The move reflects concerns about Apple's growth prospects. Investors are watching for further developments.

ORCL: Nebius Rises While Oracle Falls: NVIDIA's Massive $500 billion Funding Plan Pushes Stocks in Opposite Directions

NVIDIA has picked a side in the AI cloud wars, and the market responded by punishing one company while rewarding another. As billions in fresh capital started moving, one neocloud surged while a giant stumbled.

Micron Stock Slips Despite Mizuho's Massive $1,375 Target

Micron's shares fell despite Mizuho raising its price target to $1,375 USD. The target reflects analyst optimism about Micron's future performance, but the market reaction was muted. Investors may be focusing on other factors such as industry cycles or valuation concerns.

AMZN: Amazon vs. Apple: Hedge Funds Favor One Over the Other · Amazon and Apple both beat Wall Street's revenue estimates this week, but investors reacted very differently. Amazon's cloud unit was rewarded, while Apple was punished. Hedge funds favor Amazon over Apple.

OpenAI Official Update: Introducing GPT 5 3 Codex · OpenAI's official company sitemap lists this material company, product, partnership, security, or infrastructure update. This update introduces GPT 5 3 Codex.

OpenAI Official Update: Testing Ads in ChatGPT · OpenAI's official company sitemap lists this material company, product, partnership, security, or infrastructure update. The company is testing ads in ChatGPT.

Iran: Strait of Hormuz Won't Reopen Unless US Accepts Conditions

Iran's Supreme National Security Council stated that the Strait of Hormuz will not reopen unless the US changes its behavior and accepts Iran's conditions. These conditions include ending wars, paying frozen Iranian funds, and meeting other demands conveyed through intermediaries. This underscores Iran's firm stance amid regional tensions.