Oracle's Project Jupiter has committed $50 million to a water efficiency partnership for local water system improvements in Doña Ana County. This commitment comes as an air quality permit hearing for the project is scheduled for September. The article also mentions the BorderPlex Digital Hub, with which Project Jupiter is affiliated.

MACOM Technology Solutions Holdings Inc (MTSI) shares fell 4.4% to $297.03, currently trading significantly above its GF Value™ estimate of $180.43, indicating it is overvalued. Despite a strong GF Score™ of 82 for overall performance, particularly in growth and momentum, insider selling of $27.7 million and a high P/E ratio suggest caution for investors.

Air Tanzania, the national carrier of Tanzania, has selected Sabre to power its next phase of growth by migrating its core passenger operations to SabreSonic Passenger Service System and adopting Sabre Mosaic NDC IT. This partnership aims to enhance scalability, strengthen interline and codeshare capabilities, reduce technology fragmentation, and support modern retailing and revenue optimization. The agreement also opens avenues for future collaboration in AI-native capabilities, reinforcing Sabre's presence in East Africa.

b.well Connected Health has been recognized as a Niche Player in Gartner's inaugural Magic Quadrant for Healthcare Provider Industry Cloud Platforms. The company's platform, built on a FHIR-native data foundation, focuses on creating personalized, shoppable consumer health experiences by unifying fragmented health data. This inclusion highlights b.well's role in the industry's shift towards cloud platforms that integrate data, intelligence, and digital experiences, supporting national interoperability initiatives like the CMS Health Tech Ecosystem.

IBM has signed a multi-year, $240 million agreement with Together AI to deploy a large cluster of NVIDIA HGX B300 systems on IBM Cloud by Q1 2027. This collaboration aims to provide Together AI with dedicated, high-performance infrastructure for open-source AI model inference, which currently serves 400 trillion tokens monthly. The partnership is expected to improve performance and token economics for large-scale AI workloads, leveraging NVIDIA Spectrum-X Ethernet networking for up to 30x more AI factory output.

MVB Bank, a subsidiary of MVB Financial Corp., has partnered with Bretton AI to manage its back-office operations, specifically Anti-Money Laundering (AML) and Know Your Customer (KYC) processes. This multi-year agreement aims to help MVB scale its Fintech business and expand compliance capacity without increasing its back-office headcount, utilizing Bretton AI's platform and U.S.-based analytical team. The collaboration highlights a shift towards AI-native managed services in response to growing regulatory demands and the need for efficient, scalable compliance solutions in the financial sector.

Magnite is experiencing accelerated growth in connected television (CTV) advertising, with a 36% increase in its latest quarter, driven by expanded demand from sports advertisers and small to medium-sized businesses. The company projects a 13-14% growth outlook and over 40% free-cash-flow growth for the year, while acknowledging pressures on its web business from Google AI Overviews. Magnite also sees significant potential in programmatic live sports and commerce media, actively testing AI tools to streamline ad workflows.

Wells Fargo maintained an Overweight rating on Nvidia stock with a $315 price target after Nvidia announced a major AI infrastructure financing partnership. The partnership, valued at over $500 billion with firms like Apollo and BlackRock, aims to finance AI compute infrastructure and positions Nvidia beyond a traditional supplier role. InvestingPro analysis suggests the stock is undervalued, and the company is helping create "AI Factories" with evolving recurring revenue potential.

Passengers returning from a hacking conference in Las Vegas allegedly jammed the official Wi-Fi signal on a Delta Air Lines flight and broadcast a scam internet login. The pilots alerted Delta's operations center to the "evil twin" attack, which aimed to steal passenger credentials. Law enforcement questioned individuals upon arrival in Atlanta, though arrests were not confirmed.

Parsons Corporation has secured a $40 million contract from the U.S. Army to develop electromagnetic warfare capabilities for national security missions. This new work involves delivering solutions to counter and disrupt adversary systems, supporting U.S. and allied forces in multi-domain operations. The company will focus on spectrum dominance, hardware development, RF spectrum exploitation, cyber-electromagnetic operations, signal processing, and software-defined solutions.