Latest intelligence

AAPL: Apple Wins Major Relief in Antitrust Battle · The deal could reshape a highly profitable part of Apple's business. This marks a key reprieve for Apple in its antitrust fight.

WDC: Western Digital Stock Surges Over 6% as Memory Rally Accelerates · Western Digital's expanding margins and better-than-expected outlook gave investors fundamental support beyond Monday's broader storage rally.

Sources: Pentagon Admits Existing Military Plans Cannot Ensure Strait of Hormuz Remains Open

According to sources, the Pentagon has acknowledged that current military options are insufficient to guarantee the free passage of the Strait of Hormuz. This admission highlights challenges to U.S. military capabilities in the vital waterway. The strait is a crucial route for global oil shipments, making its accessibility critical to international energy markets.

Iran Seizes UAE-Owned Tanker in Strait of Hormuz · Iran has seized a UAE-owned tanker in the Strait of Hormuz, according to Iranian media Fars News. The move could heighten regional tensions and threaten the security of a key global oil shipping route.

AMZN: Partnership for a Healthier America and Amazon Help Turn Better-for-You Purchases into Nutritious Food for Families in Need

This back-to-school season, choosing better for your family comes with a bonus, and a purpose. The Partnership for a Healthier America and Amazon are collaborating to convert healthier purchases into nutritious food donations for families in need. This initiative encourages healthy eating while supporting communities.

AAPL: Cramer's advice on Apple after upgrade, and why 2 chipmakers are up big · After an analyst upgrade, Cramer offers advice on Apple. Meanwhile, chipmakers are surging due to strong demand for 2 chips.

AAPL: Apple's stock could rise 30% if it strikes an Nvidia deal for AI, this analyst says · A Rothschild analyst suggests Apple could improve upon its 'subpar' AI efforts by deploying Nvidia's open-source models. If a deal is struck, Apple's stock could rise 30%.

MU: Micron, Sandisk and other chip stocks climb as investors get more confident about AI spending

AI companies are seeing improved financial performance, according to reports, and memory-chip companies may be able to better fend off Chinese competition with the help of U.S. officials.

Trump Claims Secret Talks with Iran's Revolutionary Guard, Iran Calls It 'Hallucination' · Trump claimed secret communications with Iran's Revolutionary Guard, but Iran denied it, calling it a hallucination. This highlights the tense relations between the US and Iran.

AVGO: VMware Explore 2026 Brings Technical Sessions, Labs and Certs to IT Practitioners for Private AI Cloud Era · VMware Explore 2026 offers IT practitioners technical sessions, labs, and certifications. This equips them for the private AI cloud era.

Jin10 Data Compilation: Daily US Stock Market News Express (2026-08-17)

Today's US stock market news includes NVIDIA, Sunrun, Harvard's investment in SpaceX, Uber and Zipline's drone delivery plan, and Oracle's AI data center project progress.

OpenAI Official Update: Joins Ports Pike Project · OpenAI's official sitemap lists this material company, product, partnership, security, or infrastructure update. OpenAI joins the Ports Pike project.

NVDA: Securing the Infrastructure of Intelligence

AI factories are the defining infrastructure of the AI era, where compute transforms energy and data into intelligence. They require a full stack of critical resources including advanced chips, packaging, memory, networking, land, power, and shell.

NVDA: NVIDIA Secures SB Energy's PORTS-Pike Tech Campus in Ohio for Exclusive AI Compute

NVIDIA has secured SB Energy's PORTS-Pike technology campus in Ohio to exclusively host its AI compute. This move aims to secure NVIDIA's AI computing infrastructure. The partnership highlights the demand for dedicated data centers among tech giants.

Iran Sets Deadline for US to Fulfill Memorandum

A senior Iranian official said a deadline of several weeks has been set for the US to fully implement the memorandum of understanding. This reflects Iran's dissatisfaction with the slow progress of US compliance. Failure to meet the deadline could affect bilateral relations and regional stability.

Trump Threatens Oman: Bombing if It Hinders US · Trump warned Oman that it would face bombing if it obstructs US actions. The threat underscores US concerns over potential Omani interference. No specific actions have been detailed yet.

RDDT: Raymond James Raises Reddit Price Target · Raymond James raised its price target for Reddit from 200 to 205 dollars. This reflects a positive outlook on the company.

AMZN: Google, Amazon, and Meta All Just Raised Capex Guidance Again. This Boring Industrial Wins No Matter Whose AI Infrastructure Is Best.

Google, Amazon, and Meta have again raised their capital expenditure guidance, indicating sustained investment in AI infrastructure. This will require ever-increasing power supply, creating long-term demand for related industrial companies.

IBM Securities Fraud Investigation News · IBM is facing a securities fraud investigation. The probe may involve issues with the company's disclosures. Investors should monitor the investigation's progress and potential implications.

US-Iran Talks Extension Approved · Reports say the agreement to extend the US-Iran talks has been approved. The extension adds 60 days to the negotiation period. This could provide more time for further discussions.

CRWD: TD Cowen Raises CrowdStrike Price Target · TD Cowen raised its price target for CrowdStrike from 175 USD to 235 USD. The adjustment reflects a positive outlook on the company.

TTMI: 8-K - TTM TECHNOLOGIES INC (0001116942) Enters Material Agreement · The acquisition was unanimously approved by the board. The company guaranteed the buyer's payment and performance obligations under the purchase agreement, including the purchase price.

Iranian Revolutionary Guard Official: Strait of Hormuz to Reopen if US Keeps Promises · An Iranian Revolutionary Guard official said the Strait of Hormuz would reopen if the US fulfills its commitments. This could ease regional tensions and affect global oil shipping.

NVDA: 8-K - NVIDIA CORP (0001045810) (Filer)

According to the SEC company submissions API filing, 8-K is partnering with SB Energy to advance the development of the PORTS Technology Campus, a large-scale AI data center campus in Pike County, Ohio (the Portsmouth Site). Through the partnership and credit support, NVIDIA has secured land, power, and shell capacity at the site to host its AI compute infrastructure. An affiliate of OpenAI Group PBC will be the tenant, and agreements generally become effective upon lease commencement.

Iran: US Sanctions Have No Impact on Its Stance · Iran stated that the so-called 'unprecedented' US sanctions have no impact on its position. This indicates Iran will not change its policies due to external pressure. This could escalate tensions between the US and Iran.