Daily News

The companies are planning a new standards body for frontier AI, with a launch targeted for late 2026 or early 2027, reports The Information.

Washington and Tehran are reportedly exploring a step-by-step agreement that could ease the standoff over the crucial oil transit route.

Morgan Stanley reportedly sees IMAX’s growing screen network and stronger film slate driving higher box office revenue and free cash flow.

According to the Financial Times, Gen Digital has approached GoDaddy about a takeover, but discussions remain at an early stage and there is no certainty they will result in a deal.

Netlist is seeking exclusion and cease-and-desist orders that could restrict imports of infringing products into the U.S.

Everpure’s preliminary fiscal 2028 outlook prompted several analysts to raise estimates as the company targets faster growth across AI, hyperscale, and data management markets.

The renewal with Apple comes as Qualcomm expands its latest Snapdragon lineup around agentic AI and lands its new Reality Elite processor in Meta’s upcoming VR glasses.

Verdence CIO Megan Horneman told CNBC that rising yields could bring more equity volatility and make debt-funded AI spending harder, while UBS remains constructive on stocks.

The deal adds European fluid-management and commissioning capabilities as Vertiv builds out services for increasingly complex liquid-cooled data centers.

Jefferies said customer confusion remains the biggest hurdle to adoption but expects AI agent momentum to support a "more pronounced" growth cycle by 2027.

Citizens said Meta Connect 2026 highlighted how the company’s expanding hardware ecosystem could strengthen distribution and engagement around its Muse personal AI agent.

The agent reportedly accessed public and non-public files in June, while Australia says OpenAI took three months to notify the government.

The CEOs reportedly said increasingly powerful AI systems could pose serious risks if governments and companies fail to coordinate on safeguards.

Anyone with a Google or Google Workspace account can now create AI-generated videos without professional editing skills.

Turkish Airlines will add 100 Boeing 737-8 aircraft to its fleet and has options for another 50 MAX jets.

An image posted on X showing Meta Pay as a payment option in Muse alongside Shop Pay drove the selloff, but Rosenblatt said it does not appear to threaten Shopify’s payments business.

Wolfe Research raised its SK Hynix price target to $250 from $200 and reiterated an ‘Outperform’ rating.

In an interview with CNBC, Mazza said a sharp reset has reduced leverage in memory trades, while investors are broadening their focus across more specialized parts of the AI trade.

In an interview with CNBC, CFTC Chair Michael Selig said the agency is moving ahead with crypto market-structure rules despite the lack of new legislation.

Barr said strong growth and a solid labor market have shifted the Fed’s balance of risks toward inflation, with tariffs, geopolitical shocks and the AI investment boom adding to price pressures.

Edgewater analyst Joe Wittine expects fourth-quarter revenue growth of 8% to 9% sequentially following fresh channel checks.

Supermicro is moving Nvidia’s latest AI platform into customer deployments while bundling the servers with cooling, power and other data-center infrastructure.

IonQ said it would be the first on-premises quantum computing deployment at Nvidia’s Accelerated Quantum Research Center.

The Street is getting more bullish on Meta stock as Muse’s rapid adoption strengthens the case for new consumer AI revenue streams and faster medium-term earnings growth.

Early iPhone 18 delivery data are becoming less negative outside China, but Wall Street remains divided over whether Apple is entering a stronger upgrade cycle.

The meeting is Chinese President Xi Jinping's first Washington visit in a decade and caps a week of preparatory talks.

The OECD raised its U.S. growth outlook but still sees another Fed hike this year, as resilient activity and heavy AI investment collide with persistent energy- and tariff-driven inflation.

Michael Saylor’s Strategy repurchased 1.77 million STRC shares for $174 million, taking its combined Bitcoin and STRC spend to nearly $250 million for the week.

Qualcomm introduced Snapdragon 8 Elite Gen 6 and 8 Elite Extreme Gen 6 at its annual Snapdragon Summit.

The models bring capabilities from flagship GPT-6 Astra to professional work, coding, automation, and computer-use tasks.

The new model arrives with lower operating costs, faster output and a stronger focus on complex coding tasks.

Needham initiated coverage with a ‘Buy’ rating and $93 price target, putting GEHC among the stocks it expects to outperform.

In an interview with CNBC, Ives said Meta’s roughly 3.5 billion users across its platforms give it a significant existing audience for consumer AI products.

The multi-year partnership gives chip developers access to Teradyne’s advanced test systems as increasingly complex AI and next-generation semiconductor designs require more intensive evaluation before production.

B. Riley raised its price targets on six crypto-linked stocks, including Strategy, SharpLink Gaming, Bitmine Immersion Technologies and Strive.

In a Substack note, Michael Burry cited Acer CEO Jason Chen’s warning about rising Chinese memory production as a potential sign that the current supply crunch may not last.

The Meta tie-up puts PayPal alongside Shopify and Stripe in Muse’s growing commerce ecosystem as the AI agent rapidly builds a consumer audience.

Trump framed the potential negotiations as a choice between allowing Iran to rebuild and taking further military action against the regime.

The Ryax deal gives Nutanix new tools to automatically determine where AI workloads should run, potentially helping enterprises use scarce, expensive computing resources more effectively.

Analysts raised concerns around Netflix’s engagement trends as YouTube expands its living-room presence and Netflix heads into a potentially weaker second-half content slate.

Muse’s early momentum is giving analysts more confidence that Meta can turn its AI spending into new revenue streams, with subscriptions, advertising and transaction fees all emerging as potential paths.

Valens is extending its MIPI A-PHY technology toward mainstream automotive cameras through an onsemi collaboration aimed at lowering component count and simplifying vehicle camera designs.

President Donald Trump has said he would be open to meeting Iranian President Masoud Pezeshkian at the United Nations General Assembly in New York.

Muse’s rapid adoption is reportedly putting fresh attention on the CPU layer of AI infrastructure, an area Arm has been targeting directly with its new data-center silicon.

JPMorgan cut its TMUS target to $260 from $275 and kept an 'Overweight' rating, per TheFly.

Morgan Stanley’s latest caution comes as HP holds off on fiscal 2027 guidance and expects the broader PC market to contract next year.

Evercore’s upgrade follows Ciena’s new three-year targets, which call for sustained revenue growth and significant margin expansion through fiscal 2029.

In an interview with CNBC, Bessent said the framework could involve moving tariffs on certain non-critical goods toward “most-favored-nation” levels.

Wells Fargo expects Meta Connect to put fresh attention on adoption of the company’s newest AI products after a series of recent launches, per TheFly.

Goolsbee highlighted evidence that AI data center construction is “spilling out of its own lane” and raising aggregate output beyond what the economy can absorb.