Latest intelligence

Progress (PRGS) Q3 2026 Earnings Call Transcript · The transcript covers Progress (PRGS) Q3 earnings call.

Micron (MU) Q4 2026 Earnings Call Transcript · Micron (MU) released the Q4 2026 earnings call transcript.

MSFT: Microsoft Just Had Its Best Quarter Since 1991 · Whether November's earnings confirm a breakout or expose a false start depends on one number.

FTSE 100 hits three-month low as surging bond yields hit risk appetite · Surging bond yields weighed on risk appetite.

Broadcom to provide Anthropic with loan of up to $42 billion · Broadcom (AVGO.O) will provide Anthropic with a loan of up to $42 billion for renting Broadcom chips.

AMZN: Warren Demands Answers on $96 billion Federal Revenue Lost as Amazon, Google, Meta, Microsoft Claim Tax Breaks · The tech giants received generous tax breaks as programs like Social Security and SNAP are under strain.

PLTR: Palantir CEO Bought 37,000 Acres of Swedish Forestland, Hunting Leases Vanished · Local hunters learned the land had changed hands when they were told they could no longer lease it for hunting. Five years of rent can count as $0 toward Social Security's earnings test.

SNPS: Synopsys signs $1 billion-plus silicon IP deal with Amazon · Synopsys signed a silicon IP agreement with Amazon.

Four potential positives from higher bond yields · The report lists four potential positive effects of higher bond yields.

Micron turns lower in premarket · Micron (MU.O) turned lower in premarket trading, down 0.6%.

US reportedly asks Germany and France to tap emergency diesel reserves · The United States has reportedly asked Germany and France to release their emergency diesel reserves.

Japan plans $140 billion AI data centre push with Dell and Jera · The plan involves AI data centre development.

MU: US memory stocks rise premarket, Micron among gainers · Micron Technology rose 0.6% premarket, with Q4 revenue up nearly fourfold year over year and next fiscal year Q1 guidance exceeding expectations; SK Hynix rose 1.5%, SanDisk rose 1.7%, and Western Digital rose 1.2%.

MU: Michael Burry's New Bet Against Micron Stock Expires in June 2027 · Michael Burry replaced his Micron short position with put options that expire in June 2027.

MU: Micron Says 75% of Next Year's Output 'Already Committed' · Micron Technology said 75% of next year's output is already committed.

AAPL: Jim Cramer Says Buy Apple Stock for iPhone Duo, Calls $1,999 Foldable 'Amazing' · Cramer said on X to buy Apple stock because of the Duo, not smart home, and called the Duo "AMAZING." Priced at $1,999, the iPhone Duo will become available in the U.S. in October.

MU: Soitec shares rise 4.1% after Micron's fiscal fourth-quarter results · French semiconductor materials company Soitec's shares rose 4.1% after Micron Technology reported its fiscal fourth-quarter results.

Mobility Sweden: Tesla's 9 Swedish new-car registrations rise 38.4% year on year · Swedish auto industry body Mobility Sweden reported that Tesla (TSLA.O) new-car registrations in Sweden for 9 rose 38.4% year on year.

AI Boom Keeps Asian Factory Activity Humming Despite Cost Pressures · The AI boom keeps Asian factory activity humming despite cost pressures.

JERA Partners with Dell and RHAELM to Build AI Data Center Near Tokyo · JERA, Dell, and RHAELM are collaborating on Japan's AI infrastructure by constructing a data center near Tokyo.

MU: Zacks Earnings Trends Highlights Micron, Nvidia and Alphabet · The Zacks Earnings Trends report highlights Micron, Nvidia and Alphabet.

Chip stocks broadly rise in US overnight session · The Direxion Daily Semiconductor Bull 9% X Shares ETF rose over 9%, Arm gained 4%, AMD and Intel rose over 3%, SanDisk gained 2.8%, SK Hynix gained 2.7%, Broadcom gained 1.6%, Nvidia gained 1.5%, and Micron Technology gained 1.4%.

Axis Bank to Double Data Center Loans, Riding on India’s AI Push · Axis Bank plans to double its data center loan portfolio to support India's AI push.

History Says AMD Stock's $1 trillion Milestone Isn't a Ceiling · AMD closed with a market cap above $1 trillion for the first time in September.

AMZN: Amazon Signs 20-Year Nuclear Power Deal With Constellation, Unlocking $3 billion Investment to Fuel AI-Driven Electricity Demand

Amazon.com, Inc. signed a 20-Year power purchase agreement with Constellation Energy Corp. to secure nuclear power from Maryland's Calvert Cliffs plant.