Latest intelligence

Japan, US discussing chip factory construction as part of $550 billion investment talks · Nikkei reports that Japan and the US are discussing chip factory construction as part of $550 billion investment talks.

Google Dodges Ad Tech Breakup But Judge Orders Changes to Auction Rules and Appoint Antitrust Monitor — Tech Giant Plans to Appeal

A federal judge has reportedly ordered Alphabet Inc.'s Google to overhaul its online advertising technology practices and appoint an internal antitrust compliance monitor, while declining to force a breakup of its ad tech business. District Judge Leonie Brinkema in Alexandria, Virginia, found that Google must relax rules governing its online ad auctions, according to Reuters.

Samsung Electronics Deepens AI Push in Chip Manufacturing

Samsung Electronics (KOSE:A005930) agreed a new collaboration with Mistral AI to deploy advanced on-premises AI models in chip manufacturing. The company expanded its partnership with ASML to include High NA EUV lithography for future memory and logic production lines.

Nebius Group (NBIS) Falls 12.9% After Becoming Palantir's Preferred Sovereign AI Cloud Partner · The alliance highlights Nebius' positioning as an AI-first cloud platform built for demanding AI workloads, potentially broadening its reach.

Fed Hike Alters AI Funding Landscape · The Federal Reserve's rate hike affects the funding environment for AI.

Judge Rules Google Must Make Tech More Compatible With Rivals · A judge ruled that Google must make its technology more compatible with competitors.

Walsh's Press Conference Lasts Only 30 Minutes, Setting Shortest Record · Walsh's press conference set a record for the shortest duration.

US DOJ Wins Major Relief Again in Google Case · The US Department of Justice said it has again won significant relief in its lawsuit against Google.

US House advances first bill addressing economic impact of data center boom · The bill aims to address the economic impact of data center construction.

Huawei Set to Unveil China's Best Answer to Nvidia AI Chip Reign · Huawei is poised to release its latest AI chip, seen as China's strongest response to Nvidia's dominance.

US House Gets Enough Votes to Pass Data Center Cost Bill · Voting is still ongoing. The bill aims to shift grid upgrade costs to data centers.

US judge finds Google should relax ad tech rules, appoint antitrust monitor · A US judge ruled that Google must modify its ad tech practices and submit to an antitrust monitor.

AGYS: Agilysys 2026 Outlook: Subscription Revenue Expansion Drives High-Margin Software Growth · Agilysys shows strong momentum as it successfully scales its recurring subscription-based hospitality software model.

PLTR: Palantir Tightens Rules on External Generative AI Models

Palantir Technologies has tightened rules on advanced generative AI, curbing use of OpenAI and Anthropic models across its platforms. Alongside Nvidia and Booz Allen, the firm has introduced stricter controls on external AI tools to address data security and safety concerns. Palantir now requires zero data retention guarantees before Anthropic's models can be integrated into its enterprise and government solutions.

AMZN: Generac Shares Jump on $8 billion Amazon Data Center Supply Pact · Generac has entered into a supply agreement with Amazon for data centers.

CRM: Salesforce's Marc Benioff to AI industry: Regulate yourselves or get sued · Salesforce CEO Marc Benioff recently urged the AI industry to self-regulate or face potential lawsuits.

AMZN: Amazon Plans Major Expansion of Same-Day Delivery Network to Challenge Walmart · Amazon.com Inc. plans a significant expansion of its same-day delivery network to compete with Walmart.

NVDA: Nvidia CEO Jensen Huang Says AI Safety Is an Engineering Challenge · Nvidia founder and CEO Jensen Huang said AI safety should be treated primarily as an engineering challenge, rather than something that necessarily requires new laws or regulations.

US Judge Rejects Breakup of Google Ad Tech · A US 1 people federal judge ruled in the antitrust case over Google's ad tech business, rejecting the DOJ's proposed breakup.

BE: Bloom Energy Stock Trades Up · Bloom Energy shares rose in trading, though the specific reason was not provided in the report.

OPRA: Opera's 2026 Outlook: AI-Enhanced Browser Suite Scales High-Monetization User Base · Opera's AI-enhanced browser suite is expanding its high-monetization user base.

AAPL: Hedy Adds Apple Private Cloud Compute to Its AI Meeting Assistant in iOS 27 · On iPhone and iPad with Apple Intelligence, session analysis can now run on Apple's servers, alongside Hedy's existing on-device and region-pinned cloud options.

Take-Two Interactive Takes Over #275 Spot From Horton · Take-Two Interactive (Symbol: TTWO) has taken over the #275 spot from Horton Inc (Symbol: DHI), according to The Online Investor.

CSCO: Top Stock Reports for Cisco, Lam Research & Thermo Fisher · Today's research reports highlight Cisco, Lam Research, and Thermo Fisher, focusing on AI demand, customer activity, and growth strategies.

NVDA: Beyond Nvidia's Chips: Hugging Face Is the Real Reason to Own This Stock · Nvidia's deal with Hugging Face appears costly relative to current revenue, yet the real potential may lie deeper within the AI ecosystem.