JPMorgan Chase & Co. has reiterated its "overweight" rating and set a $310 price target for Take-Two Interactive Software (NASDAQ:TTWO), indicating a potential 22% upside. This follows a quarter where the company exceeded revenue expectations but missed on EPS. The upcoming GTA VI launch is seen as a significant catalyst, though risks include unchanged fiscal 2027 guidance and recent insider selling.

UC Berkeley is partnering with Applied Materials' EPIC Center in Silicon Valley to accelerate chip innovation, focusing on AI computing. This collaboration will allow UC Berkeley faculty and students to conduct high-impact research using Applied Materials' industry-scale equipment, strengthening the pipeline from academic discovery to commercialization. The EPIC Center, a significant investment in advanced semiconductor R&D, aims to dramatically reduce the time it takes to commercialize breakthrough technologies.

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.

Abbott has announced a multi-year partnership with Google Health to integrate insights from Abbott's Lingo continuous glucose monitor with Google's AI and consumer technology. This collaboration aims to provide personalized metabolic insights through the Google Health app, offering AI-powered guidance on nutrition, activity, sleep, and recovery. The partnership also includes a large-scale real-world study to understand the connections between various health metrics and metabolic health, informing future AI coaching and Lingo features.

Rackspace Technology (RXT) reported wider-than-expected losses and slightly missed revenue forecasts for Q2 2026. Despite the misses, the stock rose due to investor focus on the company's strategic pivot into enterprise artificial intelligence (AI) infrastructure, including a significant partnership with AMD. The company is actively shifting away from lower-margin public cloud services towards higher-margin enterprise AI offerings and expects improved free cash flow in the second half of 2026.

Fair Isaac Corporation reported strong Q3 2026 results with US$674.19 million in revenue and US$237.17 million net income, along with increased full-year guidance and over US$2.69 billion in share repurchases. Despite this positive financial performance, concerns persist among investors regarding competitive pressures in credit scoring, as lenders increasingly explore alternatives to FICO's traditional scores. The article suggests that while the higher guidance supports near-term earnings, the evolving competitive landscape remains a significant risk that investors should carefully consider.

Bernstein has initiated coverage of PDF Solutions Inc. (PDFS) with an Outperform rating and a price target of $65. This news comes shortly after PDF Solutions reported its Q2 2026 earnings, posting an adjusted EPS of $0.27 and revenue of $61.5 million, both largely meeting FactSet estimates. The company also reaffirmed its earnings guidance for the full year 2026.

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.

Cisco has launched its 40 Communities (40C) Initiative in Johannesburg, South Africa, marking its first site in Africa. This initiative, named Masibambisane, involves a multi-year collaboration with Jozi My Jozi to focus on digital education, connected safety, smart mobility, and responsible giving. Cisco aims to leverage its technology expertise and resources to drive community-led transformation, building on three decades of engagement in South Africa.

American International Group (AIG) has appointed Christopher O'Connor as head of professional liability and cyber for North America. This internal promotion comes as both cyber and professional liability insurance markets face increasing complexity due to AI-driven claims and evolving market conditions, including softening D&O premiums. O'Connor, a 15-year AIG veteran with expertise in corporate accounts and financial institution cyber, is well-suited to navigate these challenges, particularly as AI impacts how these policies interact.