Latest intelligence

SPCX: Wells Fargo Cuts SpaceX Price Target · Wells Fargo lowered its price target for SpaceX from 215 to 212 dollars. The adjustment reflects a reassessment of the company's near-term prospects. Investors may watch the impact on SpaceX's valuation.

SEI: Solaris Energy Infrastructure Raises 2026 and Initiates First Quarter 2027 Guidance

Solaris Energy Infrastructure announced an increase in 2026 and initiated guidance for the first quarter 2027. This move signals confidence in business prospects and may influence investor expectations.

US Earnings Upgrades on Longest Run in Five Years · US corporate earnings upgrades have extended their longest streak in five years, reflecting strong fundamentals and improved market sentiment.

Anthropic and OpenAI Seek Top Credit Rating · Anthropic and OpenAI are reportedly seeking top credit ratings. This could help them raise funds at lower costs to support the development and scaling of their AI models.

Are AI, Debt and Big Tech Creating a New Economic Order?

This article explores whether artificial intelligence, debt, and big tech companies are collectively shaping a new economic order. The discussion is significant for understanding current global economic dynamics and future trends.

NVDA: Nvidia, Palantir, and Meta Platforms Rattling Wall Street With This $18.6 billion Warning

Artificial intelligence (AI) is a multitrillion-dollar addressable opportunity that investors clearly don’t want to miss. However, this warning from Nvidia, Palantir, and Meta Platforms is now catching Wall Street's attention.

TSLA: Fortune Tech: Tesla Cybercab probe, OpenAI disclosure drama, CTO pay raise

Tesla's Cybercab is under regulatory investigation, potentially affecting its robotaxi ambitions. OpenAI faces controversy over disclosure practices, which could impact its dealings with regulators and partners. Meanwhile, a raise for the CTO underscores the company's focus on technical leadership.

QCOM Files Form 8-K · Qualcomm submitted a Form 8-K to the SEC regarding the unregistered sale of equity securities. This filing may indicate private placements or employee stock compensation.

GFS: GF Signs Securities Issuance Agreement with U.S. DOC 6-K

GF entered into a Securities Issuance Agreement dated September 3, 2026 with the U.S. Department of Commerce. The agreement imposes transfer restrictions, voting restrictions, and resale registration rights. This could affect GF's shareholder arrangements and governance.

India Eyes AI for Next Finance Leap After Digital Payments Boom

India, after its digital payments boom, is now looking to leverage artificial intelligence for the next leap in finance. This move aims to enhance efficiency and reach of financial services. It marks a new phase in India's fintech evolution.

US Treasury to Announce Bond Buyback Size, Market Watches Bessent's Move

The US Treasury is set to announce the size of its bond buyback program, with markets closely watching the scale of action by Treasury Secretary Bessent. The move aims to improve market liquidity, but the exact size remains to be seen.

AMZN: Amazon Hires Banks for Debut Sterling Bond Offering

Amazon has hired banks to prepare for its first sterling bond issuance. The move aims to leverage current market conditions, broaden funding sources, and optimize its capital structure. The offering will strengthen Amazon's presence in the debt market and may attract more investor attention.

AMZN: Amazon to Issue First Sterling Bond · Amazon is working with banks on its first sterling bond issuance. This move may aim to take advantage of current market conditions and diversify funding sources.

Yemen's Houthis Vow to Continue Strikes Deep into Saudi Arabia · Yemen's Houthi group announced it will continue military operations targeting deep inside Saudi Arabia. This could escalate regional tensions and affect Saudi security.

Houthis Claim Retaliatory Strikes on Saudi Aramco and Air Base

The Houthis claimed to have launched retaliatory strikes on Saudi Aramco facilities and an air base. This could escalate regional tensions and affect energy market stability. No official confirmation or damage reports yet.

RGTIW: 8-K - FORM 8-K

Rigetti Computing's subsidiary Rigetti & Co, LLC has entered into a letter of intent with the U.S. Department of Commerce regarding a proposed award. The Other Transaction Agreement involves R&D for superconducting quantum computing, including integrating readout electronics, expanding cryogenic capacity, and developing high-connectivity chip architectures.

QBTS: 8-K - Item 1.01 Entry into Material Definitive Agreement

QBTS entered into an Other Transaction Agreement (OTA) under the U.S. CHIPS and Science Act, administered by the U.S. Department of Commerce. Funding will be disbursed in tranches based on achievement of specified milestones. This agreement provides significant government backing, supporting the company's development and commercialization efforts.

Houthis: No Safe Place in Saudi Arabia, Energy Facilities Legitimate Targets · The Houthis declared that there is no safe place in Saudi Arabia and all energy facilities are legitimate targets. This could escalate regional tensions and affect global energy market stability.

ASML Advances Next-Gen Lithography Upgrade Targeting Large Data Center Chip Market

ASML is advancing upgrades to its next-generation lithography machines, aiming to meet the demand for high-performance chips in large data centers. This move will enhance chip manufacturing capabilities and support the expansion of data center infrastructure. The market has responded positively, viewing this as reinforcing ASML's leadership in semiconductor equipment.

NVDA: Top M&A Deals in September: Nvidia, Dominion Energy, NextEra Energy, Vertiv in Focus

Nvidia's acquisition of Hugging Face, shareholder approval of the merger of NextEra Energy and Dominion Energy, and Vertiv Holdings' acquisition of UtilityInnovation Group are in focus this week.

INTC: Intel Foundry Partners with ASML to Accelerate High-NA EUV Industrialization

Intel Foundry has partnered with ASML to accelerate the industrialization readiness of High-NA EUV (high numerical aperture extreme ultraviolet lithography) technology. This collaboration aims to enhance R&D efficiency in advanced process nodes and strengthen Intel's position in semiconductor manufacturing.

Attacks on Saudi Energy Facilities Cause Fires

Multiple energy facilities in Saudi Arabia were attacked and caught fire, raising supply disruption risks. The incident highlights the vulnerability of energy infrastructure in the region and could impact global energy markets. No group has claimed responsibility yet, and investigations are ongoing.

French AI firm Mistral hits $24 billion valuation in funding round

French AI company Mistral has reached a valuation of $24 billion in its latest funding round. This valuation underscores strong investor interest in European AI startups. The company's rapid growth could impact the global AI competitive landscape.

Robinhood Lands First IPO Underwriting Gig, HOOD Rises

Robinhood Markets has been named as one of the underwriters in smart-ring maker Oura's IPO filing. This marks Robinhood's first IPO underwriting role, signaling business expansion. Following the news, HOOD shares gained in pre-market trading.

Anthropic and OpenAI Bankers Push for Top-Tier Credit Ratings Post-IPO

Bankers for Anthropic and OpenAI are reportedly advocating for top-tier credit ratings for the AI firms following their potential IPOs. This move aims to boost investor confidence and lower borrowing costs. It matters because top ratings can enhance financial flexibility and attract a broader range of institutional investors.