Latest intelligence

AAPL: Apple iPhone 18 Upgrade Cycle Likely to Boost Some Suppliers · Apple's iPhone 18 upgrade cycle is likely to boost some suppliers. This matters because those suppliers could see stronger business from the upcoming cycle.

ORCL Stock Rises on Strong Q1 Report; Analyst Says Oracle Cloud Demand Outpaces AWS, Azure

Oracle's stock jumped after a strong Q1 report. An analyst noted that Oracle Cloud demand is growing faster than AWS and Azure. Investors look past near-term cash burn and dilution concerns as AI cloud backlog surges.

HOOD Falls Overnight Despite Strong August Figures · Robinhood reported selected August numbers that were largely positive. Still, HOOD stock fell overnight. Retail investors said to "load up."

ORCL: Oracle Keeps a Lid on Capex as Customers Pay Up-Front

Oracle is managing its capital expenditure by having customers pay upfront. This approach helps the company maintain financial stability while continuing to invest in cloud infrastructure. It underscores Oracle's focus on cash flow management and may shape its future growth strategy.

ADBE: Adobe Q3 Earnings Call Highlights · Adobe held an earnings call, with highlights centered on Q3. These highlights provide insight into the company's performance in this area.

US House to take up bill aimed at curbing data center-driven electricity costs

The US House is set to take up a bill aimed at curbing electricity costs driven by data centers. The move reflects growing policy attention to how rapid data center expansion affects the power grid and electricity prices.

Key Financial Data and Events Today: 2026 Year 9 Month 11 Day Friday

Today focuses on the release of US CPI data for 8 month.

US Treasury Buyback Falls Short of Expectations; Bessent Plays Down Market Concerns · The size of the US Treasury buyback came in below market expectations. Bessent played down market concerns about it.

Personal AI App Instinct Faces Compute Crunch That Could Lead to New Funding

Personal AI app Instinct is experiencing a compute shortage that may impact its service delivery. This challenge could prompt the company to seek additional funding. The crunch highlights the industry's reliance on infrastructure and the need for continued investment.

MSFT: Microsoft plans 38 gigawatts of data center capacity by 2032, Bloomberg News reports

Microsoft plans to reach 38 gigawatts of data center capacity by 2032, according to Bloomberg News. This move aims to meet growing demand for AI and cloud services. The expansion highlights massive infrastructure investment by the tech giant.

Bessent Dismisses Buyback Concerns, Says Treasuries Strong · Bessent downplayed worries about the buyback market, asserting that U.S. Treasuries remain robust. His comments aim to reassure investors about liquidity risks. The market watches for potential impact on bond confidence.

PLTR: Axon beats Palantir by 36 Roundtable 100 spots · The weekly technology ranking places Axon ahead of Palantir by 100 spots in the 36 round. This shift highlights a reassessment of the two companies' recent performance.

Exclusive | Pentagon in Talks to Enter AI Infrastructure Funding With $5 billion Loan

The Pentagon is in talks to participate in AI infrastructure funding through a $5 billion loan. This suggests the U.S. defense establishment may take a deeper role in building AI infrastructure. The discussions are still at an early stage, with no final terms confirmed.

ADBE Stock Falls After Strong Q3 — Why Are Investors Still Worried? · ADBE shares fell after strong Q3 because a raised full-year outlook was not enough to offset a softer-than-expected revenue outlook for the final quarter. Investors remain worried about near-term growth momentum.

Adobe Systems (ADBE) Q3 Earnings and Revenues Beat Estimates · Adobe Systems reported Q3 results with earnings and revenues exceeding expectations. This may indicate strong business performance, though future stock movement remains to be seen.

Oracle (ORCL) Beats Q1 Earnings and Revenue Estimates · Oracle reported earnings and revenue above Q1 expectations. This may indicate strong business performance, but future trends remain to be seen.

Spot Gold Falls Nearly 2%, Silver Drops Over 5% · Spot gold declined by nearly 2%, while silver fell more than 5%. Precious metals came under pressure.

MSFT: Microsoft Plans Data Center Push to Triple Computing Power

Microsoft announced a major expansion of its data centers to triple its computing capacity. This move underscores the company's expectation of strong demand for cloud and AI services. The investment aims to strengthen Microsoft's position in tech infrastructure.

ORCL: Oracle Stock Rises on Solid Earnings · Oracle's stock rose after reporting solid earnings, with revenue from its cloud infrastructure segment—which rents AI servers over the internet—being the key metric. The segment's performance exceeded expectations.

ADBE: Adobe beats Q3 targets, but soft Q4 sales guidance triggers dip

Adobe's results exceeded Q3 targets, but the company's guidance for Q4 sales was weak, causing a stock decline. The soft guidance highlights concerns about future growth prospects. Investors are watching whether Adobe can sustain momentum in its software business amid intense competition.

8-K - Dell Technologies Inc. (0001571996) (Filer)

Dell Technologies Inc. and its subsidiaries entered into an underwriting agreement with several underwriters. The agreement relates to a securities offering by the company and its subsidiaries. This filing is a formal disclosure to regulators.

ORCL: Oracle Q1 FY2027 earnings beat as cloud infrastructure revenue doubles · Oracle Q1 FY2027 reported earnings that beat expectations. Cloud infrastructure revenue doubled, serving as a key driver. The results highlight Oracle's growing competitiveness in cloud computing.

ADBE: Adobe Beats Q3 CY2026 Sales Expectations · Adobe reported sales figures that exceeded Q3 CY2026's expectations. This outcome highlights the company's strong performance in the current market. Investors may feel more optimistic about the company's future prospects.

ORCL: Oracle Stock Jumps as Earnings Beat Estimates, Cloud Infrastructure Growth Accelerates · Oracle reported fiscal first-quarter results that beat expectations. Accelerating cloud infrastructure growth sent the stock sharply higher late Thursday.

ORCL: Oracle's Q3 CY2026 Sales Beat Estimates, Stock Surges · Oracle reported Q3 CY2026 sales that exceeded analyst expectations, leading to a sharp rise in its stock price. The strong performance indicates robust demand for the company's offerings, boosting investor sentiment.