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Oracle taps Vertex software to automate complex global tax rules

https://www.stocktitan.net/news/VERX/vertex-now-available-on-oracle-js6dr2s94hnq.html
Vertex Inc. announced the availability of its O Series Tax Engine and Indirect Tax Accelerator for Oracle ERP on Oracle Marketplace, deployable on Oracle Cloud Infrastructure (OCI). This integration aims to streamline complex global tax determination, automate manual processes, and reduce implementation time for businesses using Oracle ERP environments. The partnership between Vertex and Oracle enhances tax integration and configuration, allowing companies to adapt quickly to evolving tax regulations and free up resources for growth.

Why Caterpillar’s $51 Billion Backlog Fuels a $1,132 Target

https://www.tikr.com/blog/why-caterpillars-51-billion-backlog-fuels-a-1132-target
Caterpillar (CAT) has seen its stock identity shift from a cyclical machinery play to a critical infrastructure supplier, driven by a record $51 billion backlog and significant orders for data center prime power solutions. Analysts have raised price targets, and TIKR’s valuation model suggests a $1,132 target, implying a 61.8% total return over 4.8 years, based on the Power and Energy segment's structural growth and increasing services revenue. The key risk remains the impact of tariffs, but increased capacity coming online is expected to convert directly into revenue and earnings.

Google weighs joining Van Buren Township data center project

https://www.detroitnews.com/story/news/local/michigan/2026/03/17/google-weighs-joining-van-buren-township-data-center-project-dte-energy/89187228007/
Google is considering joining Project Cannoli, a hyperscale data center in Van Buren Township, Michigan, developed by Panattoni Development Co. Google has announced a deal with DTE Energy to finance 2.7 gigawatts of new clean energy to power the potential facility and will contribute $10 million to a fund for residential ratepayers. This project highlights Michigan's growing role as a data center hub, driven by tax incentives, despite community concerns about land use, water, and energy prices.

Kintayl Capital LP Sells 24,967 Shares of Alphabet Inc. $GOOG

https://www.marketbeat.com/instant-alerts/filing-kintayl-capital-lp-sells-24967-shares-of-alphabet-inc-goog-2026-03-17/
Kintayl Capital LP significantly reduced its stake in Alphabet Inc. (NASDAQ:GOOG) by selling 24,967 shares, decreasing its holdings by 63.1% in the third quarter. Despite this, Alphabet remains the firm's 18th largest holding, valued at $3,556,000. Other institutional investors like Vanguard Group, State Street Corp, and JPMorgan Chase & Co. increased their positions in Alphabet, while company insiders, including Director John L. Hennessy and CEO Sundar Pichai, also sold shares.

Gartner: 67% of B2B Buyers Prefer a Rep-Free Experience

https://www.demandgenreport.com/industry-news/news-brief/gartner-67-of-b2b-buyers-prefer-a-rep-free-experience/52142/
A recent Gartner survey reveals that 67% of B2B buyers prefer a rep-free experience, with 45% having used AI in a recent purchase. This shift towards self-directed and digitally mediated buyer journeys requires sales enablement leaders to modernize their approach by adopting AI-driven support and providing value clarity to buyers. Sales organizations must operationalize AI agents, structure content into modular building blocks, and embed enablement directly into sellers' workflows to succeed in this evolving landscape.
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Hound Partners LLC Decreases Position in Microsoft Corporation $MSFT

https://www.marketbeat.com/instant-alerts/filing-hound-partners-llc-decreases-position-in-microsoft-corporation-msft-2026-03-17/
Hound Partners LLC reduced its stake in Microsoft Corporation (NASDAQ:MSFT) by 13.0% in the third quarter, now holding 34,888 shares valued at $18.07 million. Despite this, other institutional investors like Hyperion Asset Management Ltd and ICONIQ Capital LLC increased their positions. Microsoft currently has a "Moderate Buy" rating from analysts with an average target price of $591.95, and recently announced a quarterly dividend of $0.91 per share.

Kids Capital Management L.P. Buys 11,000 Shares of Alphabet Inc. $GOOGL

https://www.marketbeat.com/instant-alerts/filing-kids-capital-management-lp-buys-11000-shares-of-alphabet-inc-googl-2026-03-17/
Kids Capital Management L.P. increased its stake in Alphabet Inc. (NASDAQ:GOOGL) by 21.2% in the third quarter, purchasing an additional 11,000 shares and bringing their total holdings to 63,000 shares valued at $15.315 million. This makes Alphabet the fourth-largest position in Kids Capital Management L.P.'s portfolio, representing 11.7% of its total. Other institutional investors like Vanguard Group Inc., State Street Corp, and Capital World Investors also significantly boosted their holdings in Alphabet.

Humankind Investments LLC Sells 5,481 Shares of Alphabet Inc. $GOOGL

https://www.marketbeat.com/instant-alerts/filing-humankind-investments-llc-sells-5481-shares-of-alphabet-inc-googl-2026-03-17/
Humankind Investments LLC recently reduced its stake in Alphabet Inc. (NASDAQ:GOOGL) by 15.2%, selling 5,481 shares and now holding 30,674 shares valued at $7.457 million. This move comes as other large institutions like Norges Bank and Berkshire Hathaway have established significant new positions in Alphabet. Meanwhile, company insiders, including CEO Sundar Pichai, have been net sellers, offloading over 2 million shares in the past 90 days.

Fort Point Capital Partners LLC Sells 15,017 Shares of Microsoft Corporation $MSFT

https://www.marketbeat.com/instant-alerts/filing-fort-point-capital-partners-llc-sells-15017-shares-of-microsoft-corporation-msft-2026-03-17/
Fort Point Capital Partners LLC significantly reduced its stake in Microsoft Corporation (NASDAQ:MSFT) by selling 15,017 shares, a 46.2% reduction in its holdings, which are now valued at over $9 million. Despite this insider selling, institutional investors collectively own 71.13% of Microsoft, and several other hedge funds increased their positions in the company. The article also details Microsoft's recent strong financial performance, including exceeding Q3 earnings estimates and its strategic positioning in the AI sector, alongside analyst ratings and recent insider transactions.

Microsoft Corporation $MSFT Position Decreased by EFG Asset Management Americas Corp.

https://www.marketbeat.com/instant-alerts/filing-microsoft-corporation-msft-position-decreased-by-efg-asset-management-americas-corp-2026-03-17/
EFG Asset Management Americas Corp. reduced its holdings in Microsoft Corporation by 5.1% in the third quarter, selling 2,954 shares. Despite this, Microsoft remains EFG's largest holding, valued at $28.36 million, representing 4.9% of its portfolio. The article also highlights Microsoft's strong financial performance, favorable analyst ratings, and its strategic positioning in the AI market, alongside recent insider trading activities.
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Attack on Stryker’s Microsoft environment wiped employee devices without malware

https://securityaffairs.com/189535/hacking/attack-on-stryker-s-microsoft-environment-wiped-employee-devices-without-malware.html
Medical technology giant Stryker experienced a cyberattack that wiped tens of thousands of employee devices through its Microsoft environment, though no malware was deployed. The Pro-Palestinian hacktivist group Handala, believed to be a front for Iran-backed Void Manticore, claimed responsibility, stating they wiped over 200,000 systems and exfiltrated 50TB of data. Stryker confirmed its medical devices were unaffected, and the incident was contained to its internal Microsoft corporate environment, with Microsoft's DART and Palo Alto's Unit 42 leading the investigation.

Bollard Group LLC Increases Position in Microsoft Corporation $MSFT

https://www.marketbeat.com/instant-alerts/filing-bollard-group-llc-increases-position-in-microsoft-corporation-msft-2026-03-17/
Bollard Group LLC has increased its stake in Microsoft Corporation by 2.4% in the third quarter, making it their 4th largest holding. Other institutional investors have also modified their holdings, with 71.13% of the stock owned by hedge funds and institutions. The article also provides details on Microsoft's financial performance, recent dividend announcement, and various analyst ratings and news sentiments surrounding the company.

Microsoft (MSFT)’s AI Chip Crosses Analyst Radar

https://www.insidermonkey.com/blog/microsoft-msfts-ai-chip-crosses-analyst-radar-1718229/
Goldman Sachs reiterated a Buy rating and a $600 price target for Microsoft (MSFT) after the company revealed its Maia 200 AI inference accelerator. The investment bank believes Microsoft could achieve long-term margins for AI computing similar to its Azure CPU business through these chips, contingent on software compatibility and performance. Microsoft also recently unveiled Copilot Cowork for office use and declared a $0.91 per share quarterly dividend.

NVIDIA Enters Production With Dynamo, the Broadly Adopted Inference Operating System for AI Factories

https://investor.nvidia.com/news/press-release-details/2026/NVIDIA-Enters-Production-With-Dynamo-the-Broadly-Adopted-Inference-Operating-System-for-AI-Factories/default.aspx
NVIDIA has announced the production launch of NVIDIA Dynamo 1.0, an open-source inference operating system designed for AI factories and generative/agentic AI. This new software, when combined with NVIDIA Blackwell GPUs, can boost inference performance by up to 7x, significantly reducing token costs and increasing revenue potential for GPU owners. Dynamo is gaining rapid adoption across cloud providers like AWS, Microsoft Azure, Google Cloud, and Oracle Cloud, as well as AI-native companies and global enterprises looking to scale their AI inference capabilities.

Smart Hospitals Market Is Booming So Rapidly | Medtronic Plc, Koninklijke Philips N.V., and GE Healthcare

https://www.openpr.com/news/4426990/smart-hospitals-market-is-booming-so-rapidly-medtronic-plc
The Smart Hospitals Market is projected to grow significantly from USD 59.73 billion in 2025 to USD 222.92 billion by 2032, exhibiting a CAGR of 20.7%. This growth is attributed to rising demand and technological advancements, with key players including Medtronic Plc, Koninklijke Philips N.V., and GE Healthcare. A new report provides in-depth analysis of market dynamics, competitive landscapes, and future outlook up to 2033, segmenting the market by product type, application, end-user, and region.
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After Infosys, TCS, Cognizant, Wipro cut canteen menus; ask employees to bring own food

https://indianexpress.com/article/cities/pune/it-companies-tcs-wipro-cognizant-canteen-lpg-shortage-work-from-hometown-10583622/
Leading Indian IT companies including TCS, Cognizant, and Wipro are significantly reducing their canteen menus and asking employees to bring their own food due to an LPG supply crunch, following a similar move by Infosys. The shortage, attributed to the West Asia conflict, is impacting corporate kitchens in Pune, Bengaluru, and other cities, leaving many employees, especially those in shared accommodations, struggling to find alternative food options. The situation is putting pressure on companies to consider hybrid work or "work from hometown" policies for employees.

Sunnov Investment: Oracle Revenue Outlook Tops Estimates

https://markets.financialcontent.com/stocks/article/abnewswire-2026-3-17-sunnov-investment-oracle-revenue-outlook-tops-estimates
Oracle has raised its next-year revenue guidance to $90 billion, driven by a nearly $553 billion AI infrastructure backlog, causing its shares to jump. Sunnov Investment highlights how this contractual pipeline is strengthening Oracle's revenue base, emphasizing the importance of predictable conversion and financing in supporting rapid growth and capacity expansion. The company is actively addressing capacity and funding needs to meet the surging demand for AI infrastructure.

Miami International Holdings, Inc. (NYSE:MIAX) Short Interest Down 18.0% in February

https://www.marketbeat.com/instant-alerts/miami-international-holdings-inc-nysemiax-short-interest-down-180-in-february-2026-03-16/
Miami International Holdings, Inc. (NYSE:MIAX) saw a significant drop in short interest in February, falling by 18.0% to 2,169,226 shares. This represents 2.7% of shares sold short, with a short-interest ratio of 1.0 day based on average daily volume. The company recently reported strong quarterly results, beating analyst expectations with EPS of $0.52 and revenue of $369.43 million, a 14% year-over-year increase.

Nexstar Media Group, Inc. (NASDAQ:NXST) Short Interest Update

https://www.marketbeat.com/instant-alerts/nexstar-media-group-inc-nasdaqnxst-short-interest-update-2026-03-16/
Nexstar Media Group (NASDAQ:NXST) experienced a significant 17.8% decline in short interest during February, with 1,806,510 shares shorted as of February 27th, representing 6.4% of its float and a 5.6 days-to-cover ratio. Analysts maintain a "Moderate Buy" consensus rating with an average target of $278.67, and the company recently declared a quarterly dividend of $1.86, yielding 3.1%. Institutional investors have largely increased their positions in NXST.

What Investors Need to Understand Regarding Last Quarter's $8 Million Tech ETF Sale

https://www.bitget.com/amp/news/detail/12560605270280
NewSquare Capital sold 33,575 shares of the First Trust NASDAQ-100-Technology Sector Index Fund (QTEC) for about $7.83 million last quarter. This transaction is likely a routine portfolio rebalancing for NewSquare Capital, which maintains a diversified portfolio. The QTEC ETF, with $2.9 billion in AUM, offers equal-weighted exposure to NASDAQ-100 technology stocks, aiming to reduce concentration risk, though it has shown mixed performance compared to broader tech indices.
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Insider Selling: Beta Bionics (NASDAQ:BBNX) Insider Sells 856 Shares of Stock

https://www.marketbeat.com/instant-alerts/insider-selling-beta-bionics-nasdaqbbnx-insider-sells-856-shares-of-stock-2026-03-16/
Beta Bionics (NASDAQ:BBNX) insider Mark Hopman sold 856 shares of the company's stock on December 2nd, and additional shares on March 2nd and 4th. These sales occurred at prices significantly higher than the stock's current trading value. Despite these insider sales and current unprofitability, institutional investors like Vanguard are increasing their stakes, and analysts maintain a "Moderate Buy" consensus with a target price well above current levels.

A Look At Alibaba Group Holding’s Valuation As Mixed Shareholder Returns Raise Questions

https://simplywall.st/stocks/us/retail/nyse-baba/alibaba-group-holding/news/a-look-at-alibaba-group-holdings-valuation-as-mixed-sharehol
Alibaba Group Holding (NYSE:BABA) shows mixed shareholder returns, with short-term gains but significant long-term returns over three and five years. Despite trading at $136.71, a popular narrative suggests it is undervalued with a fair value of $254 per share based on forward earnings, even after a prudent 20% discount. The analysis cautions about risks like regulatory pressure and investor appetite for Chinese equities, encouraging investors to review the details and consider other investment opportunities.

IBM Quantum Centric Architecture Aims To Reshape Enterprise AI And Security

https://simplywall.st/stocks/us/software/nyse-ibm/international-business-machines/news/ibm-quantum-centric-architecture-aims-to-reshape-enterprise
IBM has launched a quantum-centric supercomputing architecture and expanded partnerships with Bain & Company for quantum-safe cybersecurity and NVIDIA for AI infrastructure. These initiatives aim to integrate quantum and classical systems, enhance AI capabilities, and secure data for enterprise clients. The article discusses IBM's strategic positioning in these areas, highlighting potential risks and rewards for investors.

Better Broad-Market ETF: iShares ITOT vs. State Street SPTM

https://www.fool.com/coverage/etfs/2026/03/16/better-broad-market-etf-ishares-itot-vs-state-street-sptm/
This article compares two broad-market ETFs, iShares Core S&P Total U.S. Stock Market ETF (ITOT) and State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM), highlighting their similarities in fees and holdings but differences in scale and growth. While both offer comprehensive access to U.S. stocks and have ultra-low expense ratios, ITOT manages significantly more assets and holds more stocks, whereas SPTM has shown slightly better 5-year growth. The choice between them depends on an investor's goals for diversification, liquidity, and risk tolerance.

Why An AI Event Strategy Is Becoming a Leadership Issue, Not a Technology One

https://www.forrester.com/blogs/why-an-ai-event-strategy-is-becoming-a-leadership-issue-not-a-technology-one/
This article discusses how AI is transforming B2B event strategy from a technology concern into a leadership mandate. With budget constraints and evolving audience expectations, AI offers solutions for improved productivity, enhanced attendee experiences, and extended event value. The author emphasizes that successful AI integration requires clear vision, governance, data access, and AI-literate teams, stressing that AI should augment human judgment rather than replace it.
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Microsoft at NVIDIA GTC: New solutions for Microsoft Foundry, Azure AI infrastructure and Physical AI

https://blogs.microsoft.com/blog/2026/03/16/microsoft-at-nvidia-gtc-new-solutions-for-microsoft-foundry-azure-ai-infrastructure-and-physical-ai/
Microsoft and NVIDIA are expanding their collaboration to introduce new solutions for Microsoft Foundry, Azure AI infrastructure, and Physical AI. This partnership focuses on enhancing AI agent development and deployment, optimizing Azure AI infrastructure for inference-heavy workloads with NVIDIA's new Vera Rubin NVL72 systems, and integrating Physical AI capabilities through Microsoft Fabric and NVIDIA Omniverse for real-world applications. These advancements aim to provide robust, production-scale AI for enterprises across various industries.

NetApp launches AI Data Engine to manage enterprise data

https://in.investing.com/news/company-news/netapp-launches-ai-data-engine-to-manage-enterprise-data-93CH-5293007
NetApp has launched its AI Data Engine, a data platform developed with NVIDIA, to assist enterprises in managing data for artificial intelligence applications. This platform creates an automated metadata catalog for data discovery and governance across systems, updating continuously without requiring data movement. It will integrate with major cloud AI platforms and support NVIDIA's latest GPUs and storage environments, with broader availability planned for early summer.

NVIDIA Enters Production With Dynamo, the Broadly Adopted Inference Operating System for AI Factories

https://nvidianews.nvidia.com/news/dynamo-1-0
NVIDIA has announced the production release of Dynamo 1.0, an open-source inference operating system designed for generative and agentic AI at scale. This new software, alongside the NVIDIA Blackwell platform, aims to improve AI inference performance by up to seven times on NVIDIA Blackwell GPUs, reducing token cost and enhancing revenue opportunities. Dynamo 1.0 is being widely adopted by major cloud service providers, AI innovators, and global enterprises, integrating with popular open-source frameworks to orchestrate GPU and memory resources efficiently for complex AI workloads.

Hasbro CEO thinks the video game industry needs to "think about things differently"

https://www.gamesindustry.biz/hasbro-ceo-thinks-the-video-game-industry-needs-to-think-about-things-differently
Hasbro CEO Chris Cocks believes the video game industry needs to re-evaluate its approach due to rising development costs and stagnant audience growth. He suggests exploring international talent pools and finding innovative, high-quality uses for AI in games. Cocks also highlighted Hasbro's successful strategies, including leveraging strong brands like Magic: The Gathering Arena and focusing on traditional, high-quality game publishing rather than complex free-to-play models.

[10-K] DocGo Inc. Files Annual Report | DCGO SEC Filing - Form 10-K

https://www.stocktitan.net/sec-filings/DCGO/10-k-doc-go-inc-files-annual-report-5f7535343590.html
DocGo Inc. (DCGO) has filed its annual report on Form 10-K for the fiscal year ended December 31, 2025. The report details the company's financial performance, including a net loss of $196.4 million in 2025 following gains in prior years, and outlines significant impairment charges and a decline in Mobile Health Services revenue due to the wind-down of migrant-related projects. DocGo also faces liquidity concerns and potential delisting from Nasdaq due to its stock price.
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Nscale to acquire American Intelligence & Power Corporation and signs LOI with Microsoft covering 430,000 GPUs

https://www.tradingview.com/news/modular_finance:f327599a5e6a1:0-nscale-to-acquire-american-intelligence-power-corporation-and-signs-loi-with-microsoft-covering-430-000-gpus/
Nscale is set to acquire American Intelligence & Power Corporation (AIP), gaining rights to 2,250 acres in West Virginia for what is planned to be one of the world's largest AI factories. The project includes a Letter of Intent with Microsoft to provide 1.35 GW of AI compute capacity and approximately 430,000 NVIDIA Vera Rubin GPUs, alongside a strategic collaboration with Caterpillar for on-site power generation aiming for 8 GW by 2031. This move is part of Nscale's strategy to develop scalable, long-term AI infrastructure by integrating energy and compute, strengthening its partnership with Microsoft and expanding its global presence.

NVIDIA Enters Production With Dynamo, the Broadly Adopted Inference Operating System for AI Factories

https://nvidianews.nvidia.com/news/nvidia-enters-production-with-dynamo-the-broadly-adopted-inference-operating-system-for-ai-factories
NVIDIA has announced Dynamo 1.0, an open-source inference operating system for AI factories, designed to optimize generative and agentic AI at scale. Dynamo 1.0 significantly boosts inference performance on NVIDIA Blackwell GPUs by up to 7x, reducing token costs and increasing revenue potential for millions of GPUs. The platform is already adopted by major cloud providers, AI-native companies, and global enterprises, integrating with popular open-source frameworks to streamline complex AI workloads.

NVIDIA Enters Production With Dynamo, the Broadly Adopted Inference Operating System for AI Factories

http://nvidianews.nvidia.com/news/dynamo-1-0
NVIDIA has announced the production release of NVIDIA Dynamo 1.0, an open-source software acting as an "operating system" for AI factories, designed to scale generative and agentic inference. Dynamo 1.0, especially when paired with the NVIDIA Blackwell platform, significantly boosts inference performance, lowering token costs and maximizing revenue opportunities for GPUs. Its adoption by major cloud providers, AI innovators, and global enterprises highlights its role in orchestrating complex AI workloads and enhancing the efficiency of AI inference at scale.

Nscale and Microsoft Announce Collaboration with NVIDIA and Caterpillar to Deliver 1.35GW of NVIDIA Vera Rubin NVL72 GPUs at Flagship AI Factory Campus in West Virginia | Press Release

https://www.nscale.com/press-releases/nscale-west-virginia-ai-factory
Nscale has announced a collaboration with Microsoft to provide 1.35 gigawatts of AI compute capacity using NVIDIA Vera Rubin NVL72 GPUs at its newly acquired Monarch Compute Campus in West Virginia. This campus, America's first state-certified AI microgrid, has a potential power capacity of over 8GW and will be a global flagship deployment for NVIDIA's next-generation AI infrastructure. The project also involves Caterpillar for power generation and aims to address the rapidly increasing demand for AI-related data center capacity while operating independently of the local power grid.

Jacobs builds virtual replicas to design massive AI data centers

https://www.stocktitan.net/news/J/jacobs-releases-digital-twin-solution-for-ai-data-lby2dcichq0i.html
Jacobs (NYSE: J) has launched a Data Center Digital Twin solution designed for gigawatt-scale AI data centers. This tool, built on the NVIDIA Omniverse DSX blueprint, aims to accelerate planning, simulation, and optimization of AI data center operations, including compute, power, and cooling. The first module is now available, with plans for a 250-megawatt blueprint to broaden its applicability.
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Secure AI Factory Makes AI Easier to Deploy and Secure

https://newsroom.cisco.com/c/r/newsroom/en/us/a/y2026/m03/cisco-secure-ai-factory-with-nvidia-GTC-2026.html
Cisco has significantly expanded its Secure AI Factory with NVIDIA, enabling businesses to deploy and secure AI infrastructure across their entire operations, from central data centers to edge locations. This collaboration aims to simplify AI deployment, accelerate timelines, and embed security from the outset, addressing the challenges organizations face in scaling AI safely. Key advancements include support for edge inferencing, next-generation network performance with new switches, and robust security measures through Hybrid Mesh Firewall and Cisco AI Defense, specifically designed to protect AI models and autonomous agents.

NetApp and NVIDIA team up to turn scattered enterprise data into AI fuel

https://www.stocktitan.net/news/NTAP/net-app-accelerates-momentum-in-ai-leadership-with-uhvkk2knd4g4.html
NetApp has announced the launch of its AI Data Engine (AIDE), co-engineered with NVIDIA, to help enterprises overcome data-related bottlenecks in AI innovation. This secure, unified platform addresses the challenges of discovering, understanding, and governing enterprise data by creating a continuously updated global metadata catalog. NetApp AIDE aims to provide the necessary infrastructure for customers to build enterprise-grade AI factories by efficiently managing and preparing data for AI applications and agentic workflows.

NVIDIA Expands Open Model Families to Power the Next Wave of Agentic, Physical and Healthcare AI

http://nvidianews.nvidia.com/news/nvidia-expands-open-model-families-to-power-the-next-wave-of-agentic-physical-and-healthcare-ai
NVIDIA is expanding its open model families to support the next generation of agentic, physical, and healthcare AI. This includes new Nemotron models for AI agents, Cosmos, Alpamayo, and Isaac GR00T for physical AI and autonomous vehicles, and BioNeMo models like Proteina-Complexa for biomedical research. These models are designed to enable intelligent systems to reason and act across both digital and real-world environments, accelerating innovation in various industries.

NetApp Accelerates Momentum in AI Leadership with NVIDIA

https://via.tt.se/pressmeddelande/4288975/netapp-accelerates-momentum-in-ai-leadership-with-nvidia?publisherId=259167&lang=en
NetApp has announced enhancements to its data platform to accelerate AI innovation, including the launch of NetApp AI Data Engine (AIDE). Co-engineered with NVIDIA, AIDE is a secure, unified AI data platform integrated with the NVIDIA AI Data Platform reference design, designed to help enterprises discover, understand, and govern their data through an automatically updated global metadata catalog. NetApp is also supporting NVIDIA STX, a modular, rack-scale storage reference architecture for agentic AI, further strengthening its collaboration with NVIDIA.

Nvidia ups the stakes for AI infra with turbocharged Vera Rubin platform launch

https://siliconangle.com/2026/03/16/nvidia-ups-stakes-ai-infra-turbocharged-vera-rubin-platform-launch/
Nvidia has launched its Vera Rubin platform, a comprehensive architectural overhaul designed to power "agentic AI" and represent a "generational leap" in AI compute performance. The platform integrates new GPUs, CPUs, network devices, and a large processing unit, aiming to create "AI factories" rather than just selling discrete chips. Additionally, Nvidia introduced new reference designs and digital twin blueprints to address power consumption and heat challenges in AI infrastructure, with the new platform expected to ship in the second half of the year through cloud and hardware partners.
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JPMorgan (AMJB) $4.87M autocallable notes linked to Nasdaq‑Tech, Russell 2000, Utilities ETF

https://www.stocktitan.net/sec-filings/AMJB/424b2-jpmorgan-chase-co-prospectus-supplement-8807492a74bf.html
JPMorgan Chase Financial Company LLC is offering $4.87 million in Auto Callable Contingent Interest Notes due March 15, 2029, with a 9.00% per annum contingent monthly interest rate. These notes are linked to the performance of the Nasdaq-100 Technology Sector, the Russell 2000 Index, and the State Street Utilities Select Sector SPDR ETF, and are set to auto-call starting September 14, 2026. Investors face credit risk and potential loss of principal if the least performing underlying falls below the trigger value at maturity, with limited upside capped at contingent coupons.

Wearable Devices Strengthens AI Advisory Board with Former Google and Qualcomm Executives to Accelerate ai6 Labs’ Vision

https://www.globenewswire.com/news-release/2026/03/16/3256298/0/en/wearable-devices-strengthens-ai-advisory-board-with-former-google-and-qualcomm-executives-to-accelerate-ai6-labs-vision.html
Wearable Devices Ltd. has expanded its AI advisory board with the addition of Leor Stern, a former Google AI and wearables expert, and continued collaboration with Pankaj Kedia, previously from Qualcomm and Intel. This move aims to strengthen the company's ai6 Labs' vision for advancing neural AI innovation, particularly through its non-invasive electromyography (EMG) technology and Mudra platform. The enhanced advisory board, including recent appointee Ron Kaldes, will accelerate the development and execution of Wearable Devices' AI strategy, focusing on touchless, intent-driven human-machine interaction.

SAP new cloud order surge fails to offset backlog miss for Rimini Street

https://tradersunion.com/news/companies/show/1710733-sap-q4-cloud-shortfall/
SAP's cloud business experienced a setback in Q4 as its cloud backlog did not meet market expectations, leading to a 52-week low in share prices for Rimini Street. This was attributed to currency pressures and large deals booked late in the quarter, despite SAP Business AI driving two-thirds of new cloud orders. Investors are now focused on SAP's ability to regain cloud momentum in the coming quarters amidst broader industry challenges.

Vitesse Energy (NYSE:VTS) Shares Down 4.1% - Here's What Happened

https://www.marketbeat.com/instant-alerts/vitesse-energy-nysevts-shares-down-41-heres-what-happened-2026-03-16/
Vitesse Energy (NYSE:VTS) shares dropped 4.1% following a significant miss on its Q1 earnings, reporting an EPS of ($0.02) against an expected $0.10, and revenue of $58.62 million below the $67.10 million estimate. The stock is now trading below its 50-day and 200-day moving averages, and despite declaring a quarterly dividend with a 9.0% yield, analysts have downgraded the stock amid concerns over a high payout ratio and insider selling. Institutional investors have made various adjustments to their holdings, while analysts currently hold a "Hold" consensus rating with a target price of $24.50.

JBL Stock Before Q2 Earnings: A Smart Buy or Risky Investment?

https://www.theglobeandmail.com/investing/markets/stocks/CLS/pressreleases/775912/jbl-stock-before-q2-earnings-a-smart-buy-or-risky-investment/
Jabil, Inc. (JBL) is set to report its second-quarter fiscal 2026 earnings on March 18, with sales and earnings estimates of $7.75 billion and $2.54 per share. The company is predicted to beat earnings, driven by strategic acquisitions like Hanley Energy Group and investments in AI infrastructure and advanced semiconductor manufacturing, which are expected to significantly boost its portfolio and future growth. Despite strong competition, Jabil's focus on end-market diversification, operational execution, and efficient supply chain management suggests it is a promising investment.
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Lessons in incident response from the Olympics, World Cup

https://www.techtarget.com/searchsecurity/video/Lessons-in-incident-response-from-the-Olympics-World-Cup
High-profile global events like the Olympics and World Cup are attractive targets for cyberattacks, facing the same threats as everyday businesses but on a larger scale. This article discusses incident response lessons that organizations can learn from these events, emphasizing the importance of preparation, robust incident response plans, testing playbooks, managing third-party risks, and effective communication during crises. Cybersecurity experts highlight that defense wins championships in both sports and cybersecurity, underscoring the need for continuous training and sharp strategies.

Deluxe Corp Stock (ISIN: US2480191012) Signals Strategic Shift: Investor Implications

https://www.ad-hoc-news.de/boerse/ueberblick/deluxe-corp-stock-isin-us2480191012-signals-strategic-shift-investor/68695493
Deluxe Corp is undergoing a strategic transformation, shifting from legacy print and promotional products to higher-margin software and cloud-based marketing services. The company faces headwinds in traditional segments but is investing in its digital offerings to drive future growth and improve profitability. Investors are closely watching its ability to execute this transition, with the success of software-segment revenue acceleration being key to its long-term performance.

The Optical Supercycle: How Corning (GLW) Became the 'Nervous System' of the AI Era

https://markets.financialcontent.com/stocks/article/marketminute-2026-3-16-the-optical-supercycle-how-corning-glw-became-the-nervous-system-of-the-ai-era
Corning Incorporated (GLW) has seen its stock surge by 48% year-to-date, becoming a significant beneficiary of the "Optical Supercycle" driven by the demand for AI infrastructure. The company's proprietary glass chemistry and manufacturing scale position it as a critical supplier for connecting GPUs in AI training clusters, highlighted by a $6 billion partnership with Meta Platforms. Corning's innovations, such as Multicore Fiber and its "Springboard" strategic plan targeting $11 billion in incremental sales, underscore its pivotal role in the AI era, despite challenges like supply chain strains and capital expenditure management.

RSAC presentation to feature Rapid7 research into stealth Linux backdoors

https://tradersunion.com/news/companies/show/1708825-rapid7-rsac-telecom-espionage/
Rapid7 will present new research at the RSA Conference (RSAC) on how threat actors use stealth Linux backdoors for covert espionage in telecom environments. Christiaan Beek, VP of Cyber Intelligence at Rapid7, will detail advanced techniques used by cybercriminals. This presentation builds on Rapid7's ongoing cybersecurity analysis and highlights the need for coordinated defense against sophisticated cyber threats.

Middle East AWS attack highlights data center vulnerabilities

https://www.techtarget.com/searchcio/feature/Middle-East-AWS-attack-highlights-data-center-vulnerabilities
A recent drone attack on AWS data centers in the Middle East, linked to the US-Israeli offensive and Project Nimbus, has exposed the physical vulnerabilities of cloud infrastructure. This incident underscores the urgent need for enterprises to re-evaluate their disaster recovery and multi-region resilience strategies, recognizing data centers as critical national infrastructure. Experts emphasize the importance of geographic flexibility, independent connectivity layers, and advanced AI-driven modeling for business continuity in an increasingly volatile geopolitical landscape.
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