Latest intelligence

MSFT: Microsoft Plans Up to Half-Off Copilot Enterprise Discount, Launches AI 'Super App' · Microsoft plans to offer enterprise customers up to a half-price discount on Copilot and launch an AI 'super app' simultaneously.

MSFT: Microsoft to Increase Copilot Discounts and Launch AI Super App · According to The Information, Microsoft plans to increase discounts on its Copilot product and launch an AI super app.

ORCL: Invest Like Buffett: Lessons From the Oracle of Omaha · We discuss Buffett's investing playbook and highlight ETFs that follow his investment philosophy.

MSFT: Microsoft to retire 35-year-old Office app in 1 · Your files won't be deleted, but that's not the good news it sounds like.

Wells Fargo Initiates Applied Digital (APLD) at Overweight, Calls It a Top Idea · Analyst Eric Luebchow named it a Top Idea. The shares rose after the note and have stayed above their pre-call level since. Wells Fargo's call is built on leases already signed, not on demand.

MU: Micron's Memory Boom Faces New Test · Micron's memory business is facing a new market test.

NVDA: Alibaba Unveils AI Chip 3x, Faster Than Predecessor · Alibaba Group has unveiled a new AI chip, 3x, which is faster than its predecessor.

MSFT: Oppenheimer Revamps Microsoft Price Target to 2027 · Oppenheimer has revised its price target for Microsoft to 2027.

Bloom Energy vs. NextEra Energy: Which Renewable Energy Stock Is a Better Buy in 2026? · Bloom Energy is leveraging solid oxide fuel cell technology to target the rapid growth of AI-driven data centers.

QCOM: Snapdragon Leads Agentic AI Era with Two Fastest Mobile SoCs for Next-Gen Smartphones · Qualcomm's official release states that Snapdragon is leading the agentic AI era, with two of the world's fastest mobile SoCs powering next-generation smartphones.

Trump Urges Advisors to Approve Diesel Export Ban · Trump said he has urged his advisors to approve a diesel export ban.

AAPL: Apple's New CEO Pressured to Drop China Chip Deal · John Ternus has barely settled into the CEO role when Washington pressures him to abandon the memory chip deal Tim Cook spent a year fighting to protect, arriving at the worst possible moment for iPhone pricing.

Abbott Pauses Data Center Permits as Texas Race Tightens · Abbott paused data center permits as the Texas race tightens.

Two-Year U.S. Treasury Auction Sees Highest Yield Demand Since 2024 · Investors demanded the highest yield at a two-year U.S. Treasury auction, a level not seen since 2024.

Anthropic releases cheaper AI model ahead of IPO · Anthropic has launched a more affordable AI model prior to its initial public offering.

CRWV: 8-K - Item 1.01 Entry into a Material Definitive Agreement · CoreWeave filed with the SEC regarding entry into a material definitive agreement with Bank Trust Company, National Association, as trustee. The notes are general senior, unsecured obligations of CoreWeave.

NET: We just shipped support for the ugliest part of HTTP: Vary

Vary support is now available in Cache Rules on every plan. You can normalize known negotiation headers, pass exact values through to the origin when those small differences matter, or bypass cache when the variation is too unpredictable.

PANW: Palo Alto Networks unveils AI-powered cybersecurity service using Claude, GPT models · The company announced a new AI-driven cybersecurity service that leverages Claude and GPT models.

Nasdaq Composite Hits Record High Again · The Nasdaq Composite reached a new all-time high in the latest session.

ORCL: Oracle PartnerNetwork Expands Incentives to Accelerate Healthcare Transformation · Oracle PartnerNetwork announced expanded incentives to help partners speed up digital transformation in healthcare.

CSCO: Notre Dame Athletics Selects Cisco to Enhance Campus-Wide Network Connectivity · Cisco and Notre Dame Athletics have announced a multi-year partnership to modernize the University of Notre Dame’s on-campus network.

ETN: Vertiv vs. Eaton: This AI Infrastructure Stock Is the Better Buy · The article compares Vertiv and Eaton as AI infrastructure investments, without providing specific financials or ratings.

NVDA: NVIDIA Isaac ROS 5.0 Advances Agentic, Open Source Robotics Development

NVIDIA Isaac ROS 5.0 aims to help developers build and deploy sophisticated robotics applications that can perceive, reason, and act in dynamic environments. The ROS open framework is a project from Open Robotics that helps humans build robots.

ORCL: Oracle Named a Leader in 2026 Gartner® Magic Quadrant™ for HCM Suites for 1,000+ Employee Enterprises · Oracle has been recognized as a Leader in the Gartner® Magic Quadrant™ for HCM Suites.

ORCL: Oracle Named a Leader in IDC MarketScape: Worldwide Life Sciences R&D RWD/RWE for Data Platforms, Technology Solutions, and Consulting Services 2026 Vendor Assessment

The assessment recognizes Oracle's capabilities in real-world data and real-world evidence for life sciences R&D.