Latest intelligence

Iran Warns No Ship Can Safely Pass Strait of Hormuz Without Approval · Iran's state TV quoted a military spokesman as saying no ship can safely pass the Strait of Hormuz without approval. This could escalate regional tensions and affect global oil shipments.

ORCL: Oracle and AWS Deepen Strategic Partnership · Oracle and Amazon Web Services announced a deepening of their strategic partnership. This move aims to enhance synergies in cloud computing.

CSCO: Barclays Raises Cisco Price Target · Barclays raised its price target for Cisco from 121 USD to 123 USD. The adjustment reflects a positive outlook on Cisco's future performance.

CRWV: Barclays Raises CoreWeave Price Target · Barclays raised its price target for CoreWeave from 90 USD to 105 USD. The adjustment reflects a positive outlook on the company.

RKLB: 8-K - Rocket Lab Corp (0001819994) (Filer)

Pursuant to the Merger Agreement, Merger Sub I will merge with and into Iridium, with Iridium surviving as an indirect wholly owned subsidiary of Rocket Lab. Following the first merger, the surviving corporation will merge with Merger Sub II. The transaction is subject to conditions in the agreement.

8-K - ON SEMICONDUCTOR CORP (0001097864) (Filer)

Pursuant to the Merger Agreement, Merger Sub will merge with and into Synaptics, with Synaptics surviving as a wholly owned subsidiary of onsemi. The closing remains subject to satisfaction or waiver of the remaining closing condition.

IBM Partners with OpenAI to Accelerate Secure AI Deployment for Enterprises

IBM announced a partnership with OpenAI to help enterprises deploy AI more securely in core operations. The collaboration combines IBM's enterprise services with OpenAI's advanced models to drive practical AI applications in critical business scenarios. This move is expected to enhance the efficiency and security of AI adoption for businesses.

MSFT: JPMorgan Raises Microsoft Price Target · JPMorgan raised its price target for Microsoft from 550 USD to 625 USD. The adjustment reflects a positive outlook for the company's future performance.

ORCL: JPMorgan Cuts Oracle Price Target · JPMorgan lowered its price target for Oracle from 210 USD to 200 USD. The adjustment reflects a reassessment of the company's prospects.

Iran Says It Will Wear Down US with Protracted War · Iranian officials stated they will adopt a protracted war strategy to exhaust US strength. This reflects Iran's long-term response to US pressure. The move could escalate regional tensions.

Jin10 Data Compilation: Daily Global Commodity Market News Briefing (2026-08-13)

Ukraine continues to attack energy facilities, causing Russian crude oil production to fall below quota.

NVDA: Lenovo CEO: Partnering with Nvidia to Launch RTX AI PC Later This Year · Lenovo's CEO announced a partnership with Nvidia to launch an AI PC powered by RTX chips later this year. This move aims to strengthen Lenovo's position in the AI PC market.

Jinshi Data Compilation: Daily Global Forex Market News Briefing (2026-08-13)

US CPI inflation data for 7 was moderate, and the bond market expects the probability of a rate hike in 9 to fall to about forty percent.

NVDA: India's L&T secures AI data centre order worth up to $1.57 billion

India's Larsen and Toubro (L&T) has secured an AI data centre order valued at up to $1.57 billion. The deal underscores strong global demand for AI infrastructure and is expected to bolster L&T's position in the data centre construction market.

ORCL: Leah Partners with Oracle and PwC to Take Its Agentic Operating System Global

Leah announced partnerships with Oracle and PwC to bring its agentic operating system to a global audience. This move strengthens Leah's technology ecosystem and may accelerate its international expansion.

Cisco Systems Inc (CSCO) Q4 2026 Earnings Call Highlights: Record Revenue and AI Super Cycle

Cisco Systems reported record revenue during its Q4 2026 earnings call, highlighting the AI super cycle as a key growth driver. This performance underscores the company's strong position in the AI-driven market, which is crucial for its future growth.

Vision Ireland Offers Free AI Glasses to Every Blind and Visually Impaired Adult

Vision Ireland announced it will provide free Ray-Ban Meta AI glasses to every blind and visually impaired adult it supports. The glasses assist with reading text, identifying objects, and accessing information. This initiative aims to make AI technology accessible to all.

AMZN: Amazon's Zoox Launches Paid Robotaxi Service in Las Vegas, Says 'We Need to Be Regulated'

Zoox began charging passengers for driverless rides in Las Vegas, weeks after a smoke-related safety incident forced a fleetwide software recall. CEO Aicha Evans backed stronger federal oversight.

CSCO: Melius Research Raises Cisco Price Target · Melius Research raised its price target on Cisco from 145 USD to 160 USD. The adjustment reflects a positive outlook on the company.

Cognex (CGNX) Q2 2026 Earnings Call Transcript · Cognex reported record revenue and margin expansion driven by AI infrastructure demand. This highlights the importance of AI-related investments for industrial automation companies.

NFLX: Dinner Is Almost Served: Netflix Unveils Official Trailer for 'The Perfect Lie'

Netflix has released the official trailer for its new series 'The Perfect Lie'. The trailer offers a glimpse into the show's intriguing storyline, building anticipation among viewers. This move is part of Netflix's ongoing push for original content.

NFLX: Netflix Confirms Production and Cast of New Period Action Film 'Dochabi' (WT)

Netflix confirmed the production and cast of its new period action film 'Dochabi' (WT) via an official company release. The announcement from the company's IR department indicates Netflix is expanding its original content slate.

Jin10 Data Roundup: Daily Tech News Briefing (8 Month 13 Day)

Apple is in talks to pay publishers to improve Siri, the White House plans to expand AI regulation, and Google co-founder Brin urges employees to bring Gemini models back to the forefront.

CSCO Slips After-Hours Despite Q4 Beat on AI Equipment Demand · Cisco's soaring sales and strong forward guidance fail to satisfy Wall Street's expectations, causing shares to slip after-hours. AI equipment demand drove the Q4 beat.

Key Financial Data and Events to Watch Today: 2026 Year 8 Month 13 Day Thursday

Today's focus is on Fed officials' speeches and US jobless claims data.