Latest intelligence

Apple (AAPL.O) Appoints New Head of Mergers and Acquisitions · Apple (AAPL.O) has appointed a new head of mergers and acquisitions.

Intel (INTC): Investors Watch After Q2 Earnings · Intel has had a strong six-month stretch, partly due to solid quarterly results, and its performance may have investors considering how to approach the situation.

Work4Flow Launches 90-Day Program to Accelerate Salesforce-to-ServiceNow CRM Migration · Work4Flow announced today a structured 90-Day program that moves enterprises from Salesforce to ServiceNow CRM while carrying data and schema.

Ondas Falls 5% as Defense Orders Fail to Lift Shares · Fresh defense orders and a string of acquisitions have not been enough to lift Ondas (NASDAQ:ONDS) shares, while AeroVironment slips and Kratos Defense & Security Solutions (NASDAQ:KTOS) edges higher.

Law firm urges Alphabet investors as class action alleges harm · Bronstein, Gewirtz & Grossman, LLC announced that a class action lawsuit has been filed against Alphabet Inc., alleging investor harm.

Tom Shaw Debunks Data Center Myths · Developer and content creator Tom Shaw breaks down three of the biggest myths about data centers in a post first published on Meta Newsroom.

RKLB: Rocket Lab Fell Hard Over the Last 3 Months; Wall Street Pro Predicts It Doubles From Today · The source notes that a single unflown rocket may decide whether the prediction looks prescient or reckless.

AAPL: Apple Announces Smart Home Product Launch Event · Apple has announced a smart home product launch event scheduled for 10 13.

AAPL: Apple Speeds Up, Siri Does Not

Bloomberg reported that new Apple CEO John Ternus wants to release devices throughout the year rather than save launches for spring and fall events, and is considering cutting middle-management layers so engineers can work more closely with leadership.

ServiceNow launches AI workflow tools with India hub

ServiceNow (NYSE: NOW) introduced AI Workflow Factory and Autonomous Engineer products aimed at continuous AI automation across enterprise workflows. The launch integrates process mining with autonomous engineering tools to support large-scale workflow optimization and operational efficiency. Management highlighted India as a key hub for developing and deploying these enterprise AI capabilities for global customers.

AAOI: Optics Stocks Tumble on Profit Taking After Big Yearly Gains: Applied Optoelectronics Drops 9%, Coherent Falls 5%, Lumentum Slides 4%

Optical component makers are being sold as a group after a year of extraordinary gains, with pressure falling hardest on the names that ran furthest.

AVGO: Broadcom Redefines AI Infrastructure at 2026 OCP Global Summit · Broadcom redefines AI infrastructure with industry-leading networking innovations at the 2026 OCP Global Summit.

ORCL: Oracle Stock Underperformance Sets Up Options Strategy · Oracle stock underperforming other AI names sets up an options strategy aimed at taking advantage of the software giant's stock moves.

NVDA: Super Semiconductor Stock Reported to Crush Nvidia in 2026 · The headline reports that a super semiconductor stock is crushing Nvidia in 2026.

MSFT: US suspends Microsoft, Adobe and others from green card program citing abuse

Vice President JD Vance said Thursday that the U.S. government had suspended Microsoft, Adobe and others from a green card pathway for skilled foreign workers seeking permanent residency, citing abuse.

NVIDIA Pledges $1 billion to Advance U.S. Science Over Five Years · NVIDIA (NVDA.O) pledged $1 billion to advance U.S. science over the next five years.

Google Launches General-Purpose Gemini AI Agent · Google launched a general-purpose Gemini AI agent as it stepped up competition for the enterprise office market.

Nvidia, Boeing Slip Modestly in Premarket · Nvidia (NVDA.O) and Boeing (BA.N) slipped modestly in premarket, down about 1%.

NWS: Elon Musk Shares Bad News for Intel Shareholders · Elon Musk shared bad news for Intel shareholders; SpaceX and Tesla planned to use Intel's technology for their Terafab joint venture.

AI Giants Face Severe Financial Indigestion · AI giants are facing a severe case of financial indigestion.

Tencent Considers $5 billion Bond Offering · Tencent is considering a $5 billion bond offering as its AI push ramps up.

Italy Data Center Group Sees Investments Reaching €37 billion · The Italian data center group expects investments to reach €37 billion.

MRVL: Applied Materials and Marvell Revenue Trends Compared · The headline compares revenue trends for Applied Materials and Marvell Technology, described as artificial intelligence companies.

AMZN: Amazon cuts fewer than 1,000 jobs across teams, Business Insider reports · Amazon confirmed a new round of job cuts on Wednesday, primarily in its Stores division, with fewer than 1,000 jobs cut across teams as it increases spending on artificial intelligence infrastructure.

AMZN: Amazon Teams See New Round of Layoffs · A new round of layoffs has appeared across multiple Amazon teams.