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CrowdStrike’s AI security now runs on Cerebras’ fastest inference platform for near-instant detection and response. Cerebras also adopts Falcon to secure its operations.
Anthropic secures up to 2GW of AMD Instinct MI450 GPUs and a $5B strategic investment from AMD. The deal strengthens AMD’s position in AI infrastructure against Nvidia while powering Claude’s growth.
Citi upgrades Fluence Energy (FLNC), Energy Vault (NRGV), and Canadian Solar (CSIQ) as AI data centers drive massive energy storage demand ahead of Q2 earnings.
TE Connectivity reported record Q3 sales of $5.16 billion and raised its guidance, but shares fell as investors voiced concerns over the $1.4 billion acquisition of Astrodyne TDI.
GE Vernova delivered strong Q2 results and raised its 2026 free cash flow guidance to $11.5–12.5 billion, but GEV shares fell due to its high valuation and profit-taking.
Company raised shareholder returns with $10B buyback plan.
