Latest intelligence

Italy Regulator Probes Suno Over Terms of Service · Italy's regulator is probing AI music startup Suno over its terms of service.

PENG: 8-K filing covers Item 2.02 · SEC company submissions API filing 8-K includes Item 2.02 Results of Operations and Financial Condition.

Fisk Electric Wins $24 million Data Center Electrical Project in Houston · Fisk Electric has been awarded the $24 million data center electrical project, expanding its prefabrication capabilities in Houston.

NVTS: 8-K Form Filed · A Regulation FD Disclosure filing on Form 8-K says the CEO letter is posted on the company's investor relations website, LinkedIn and X, with reposts by President and CEO Chris Allexandre, and website content is not incorporated by reference into the report.

AMD to Report Fiscal Third Quarter 2026 Financial Results · AMD plans to report its fiscal third quarter 2026 financial results.

MRVL: Marvell Technology Targets Up to $90 billion Revenue by 2031 · Marvell Technology targets up to $90 billion revenue by 2031 as AI demand accelerates.

INTC: Intel to Report Third-Quarter 2026 Financial Results · Intel plans to report third-quarter 2026 financial results.

AMZN: Coalition Demands New York Labor Department Probe Amazon Safety Violations · A coalition of labor, worker advocacy, and community organizations sent a letter to the New York State Department of Labor demanding an investigation into Amazon safety violations.

NVDA: Rosenberg Says Nvidia Strength Masks Market Pain

Global Bond Yields Turn Lower · Global bond yields have turned lower.

AAPL: Scott Galloway: Apple Wins AI by Arriving Late, New Home Hub Is the Test · Apple is expected to launch its first smart home hub in October.

BofA Analysts See Tech Bubble Brewing, Advise Clients to Pile In · BofA analysts see a tech bubble brewing and advise clients to pile in.

Sierra, Meta and Walmart Develop Agent Protocol · Sierra and Meta Platforms(META.O) are jointly developing an agent protocol with Walmart(WMT.N) and other companies.

CrowdStrike Announces Cybersecurity Startup Accelerator With AWS And NVIDIA

CrowdStrike Holdings, Inc. (CRWD) announced on Tuesday its fourth annual Cybersecurity Startup Accelerator, a global program launched with Amazon Web Services (AWS) and NVIDIA (NVDA) to support startups building cybersecurity solutions for the agentic era.

MSFT: Jim Cramer: Microsoft’s “Monster” Data Center Play Is Starting to Pay Off · Jim Cramer said Microsoft’s “monster” data center play is starting to pay off.

SNDK: Sandisk and SK Hynix: Which Memory Stock Has More Upside Through 2030 · The headline compares Sandisk and SK Hynix memory stocks for upside through 2030.

Citi Sees 25% Upside for AMD as Key Beneficiary of Expanded $300 billion CPU Market · Citi’s AMD bull case centers on the server CPU business, noting that AI agents such as Meta’s Muse need CPUs to carry out their tasks.

Google (GOOG.O) Says It Learned Last Week of Domain Hijacking Incidents in Ghana · Google (GOOG.O) said it learned last week that a series of domain hijacking incidents occurred in Ghana.

AppLovin Faces Securities Fraud Class Action Over Model Improvement Concerns · AppLovin Corporation faces a securities fraud class action seeking to represent investors who purchased or otherwise acquired AppLovin amid concerns over model improvements.

MSFT: M365 Con 27 Brings 120+ Microsoft Experts Together · M365 Con 27 brings 120+ Microsoft experts together.

OpenAI Official Update: Atlassian Partnership · OpenAI's official company sitemap lists an update related to Atlassian Partnership.

MRVL: Marvell raises 2028 revenue forecast · Marvell raised its 2028 revenue forecast on strong AI data center demand.

AppLovin Securities Fraud Class Action Filed · Bleichmar Fonti & Auld LLP announced that a securities fraud class action was filed against AppLovin Corporation (NASDAQ:APP) after shares plummeted 20% following disclosure of AI progress.

Quantinuum and University of Western Australia Sign MOU to Advance Australian Quantum Computing Capabilities · Quantinuum (NASDAQ: QNT), a leading quantum computing company, announced today the signing of a memorandum of understanding with the University of Western Australia.

TSLA: Tesla Retains Top Imported-Car Sales Spot in South Korea for Eighth Straight Month · Tesla retained the top spot in South Korea's imported-car sales for eight consecutive months.