Latest intelligence

Employers Willing to Pay More for AI Skills · While workers feared AI would eliminate jobs, 72% of employers stated they are willing to pay higher wages for employees with AI skills.

NVDA: Morgan Stanley: Nvidia, Broadcom shielded as AI power crunch hits chip supply chain · Morgan Stanley states that Nvidia and Broadcom are shielded from the impact of the AI power crunch on the chip supply chain.

WDC: Western Digital Jumps 7%, Seagate Climbs 5% as Bernstein Calls Toshiba Selloff a Storm in a Teacup · Three Wall Street research desks spent the weekend pushing back against a Toshiba supply scare that hammered HDD stocks.

MSFT: Integrated Systems Market Report 2026: Global Size, Share, Trends and Forecast to 2030 · The global integrated systems market is experiencing rapid expansion as enterprises increase investments in unified, scalable and centrally managed IT infrastructure.

Arm Announces Earnings Release Date for Second Quarter Fiscal Year Ending 2027 · Arm has announced the date for its earnings release for the second quarter of the fiscal year ending 2027.

Rivian Beats Quarterly Delivery Estimates on Strong Cheaper R2 SUV Demand · Rivian exceeded quarterly delivery estimates, driven by strong demand for the cheaper R2 SUV.

Quantinuum Partners with University of Western Australia in Australia · Quantinuum (NASDAQ: QNT) announced today the signing of a Memorandum of Understanding with the University of Western Australia.

Flex Plans to Spin Off Cloud and Power Infrastructure Business · According to SEC filings, Flex (8-K) intends to separate its Cloud and Power Infrastructure business into an independent publicly traded company.

Zscaler Collaborates with IBM and Red Hat to Protect Private Applications from Frontier AI-Powered Threats · Zscaler has announced a collaboration with IBM and Red Hat to protect private applications against threats powered by frontier artificial intelligence.

Micron Stock Falls Amid Memory-Price Peak Fears · Micron stock has had a muted reaction to strong earnings, suggesting investors may need to look at memory price forecasts.

Quantinuum and UWA Partner to Advance Australia's Quantum Capability

Quantinuum (NASDAQ: QNT) announced the signing of a Memorandum of Understanding with The University of Western Australia to advance Australia's quantum capability by expanding access to advanced quantum computing, developing quantum talent, and accelerating practical applications integrating quantum computing, AI, and HPC.

NVDA: Low-Cost Vanguard ETF: 32.4% in Nvidia, Broadcom, Micron, AMD, Intel, Lam Research; VOO Has Just 14.8% · Artificial intelligence is driving increased index and tech sector concentration in semiconductor and hardware companies.

MS: Morgan Stanley’s Wilson Sees Earnings-Led Upturn in Industrials · Morgan Stanley's Wilson anticipates an earnings-led upturn in the industrials sector.

MSFT: Global Virtual Machine Market Report 2026: Trends and Forecast to 2030 · Microsoft, Amazon, Google, Alibaba, and Dell are accelerating AI and hybrid cloud initiatives, with a projected CAGR of 15.5%.

APP Court Notification: AppLovin Sued · AppLovin has been sued.

Brazil: Investor and analyst reactions to Bolsonaro lead over Lula in election · Reports on investor and analyst reactions to Bolsonaro's lead over Lula in the election.

NVDA: Lawsuit by Jilted Engineers Targets Nvidia-Groq $20 billion Licensing Deal · The $20 billion licensing agreement between Nvidia and Groq is facing a lawsuit from engineers who were left out of the deal.

IBM Stock Fell 22% in the Third Quarter · History suggests it is usually higher a year later.

NVDA: Nvidia Partner Hon Hai Beats Sales Estimates Due to AI Frenzy · Nvidia Corp. partner Hon Hai Precision Industry Co. reported better-than-expected quarterly revenue, signaling sustained and elevated spending on global AI infrastructure.

Goldman sees US data center growth intact despite opposition · Goldman Sachs believes that US data center growth remains robust despite facing opposition.

SBS Law Reminds Investors of AppLovin Securities Fraud Class Action · Schall, Brown & Schwartz LLP ("SBS"), a national shareholder rights litigation firm, reminds investors of a class action lawsuit against AppLovin.

ACN: India's IT stocks gain as Accenture outlook lifts sector sentiment · Indian IT stocks rose as the outlook from Accenture improved sentiment across the sector.

Palantir (PLTR) Defense Momentum Strengthens the Bullish Case · Palantir Technologies Inc. (NASDAQ:PLTR) enters the fourth quarter with strong momentum. The U.S. Department of War designated the company’s Maven Smart System as a formal program of record earlier.

Gold gains as October Fed rate hike prospects fade · Gold prices rose as the likelihood of a Federal Reserve rate hike in October diminished.

Super Micro Computer (SMCI) Gains Attention Following NetApp AI Infrastructure Partnership · NetApp announced a broad AI infrastructure partnership pairing Supermicro’s rack-scale systems with its data platform, targeting large AI factories and complex enterprise deployments.