- Cisco expanded its Secure AI Factory with NVIDIA through a partnership with Supermicro to integrate rack-scale, high-density AI compute.
- This collaboration broadens Cisco’s full-stack AI infrastructure offerings for enterprises, neoclouds, and sovereign clouds, targeting NVIDIA Cloud Partner compliance.
- Cisco plans to begin offering the Supermicro compute integration starting in October 2026.
- US pre-market trading featured notable movements in Super Micro Computer, Quanta Services, and Swvl amidst sector-wide technology trends.
- Super Micro Computer rose 3.17 % despite facing regulatory scrutiny and a target price cut to 34 USD by Mizuho, while Swvl surged 103.40 % after completing a 13 million USD private placement led by Coefficient LP.
- Quanta Services increased by 3.09 % amid ongoing market re-evaluations of its valuation and moderate analyst ratings.
- US stock futures edged lower on Aug 25 2026 as investors digested strong services data and shifting interest rate expectations.
- The August US services PMI reached 56.8 alongside an eased 10 year Treasury yield of 4.71% ahead of the July PCE inflation report.
- Market participants monitored upcoming tech earnings and crucial inflation data to gauge potential Federal Reserve policy direction.
- U.S. stock futures traded mixed as several notable stocks attracted investor focus heading into Tuesday.
- Dick’s Sporting Goods and Intuit are expected to report quarterly earnings with projected revenues of $5.65 billion and $4.27 billion, respectively.
- The Trade Desk filed a prospectus for a mixed shelf offering, and Longeveron disclosed a 1 - for - 10 reverse stock split.
- Palantir Chief Accounting Officer Jeffrey Buckley disposed of 3,305 shares of Class A common stock between Aug. 20 and Aug. 21, 2026.
- The transactions generated a total of $576,526.44, with execution prices ranging from approximately $172.65 to $176.31 per share.
- Following these stock dispositions, Buckley retained a remaining holding of 56,921 shares in the company.
- Palantir Technologies shares declined 2.3 % to $175.89 amidst surging long-term Treasury yields and profit-taking by major investors.
- The company recently reported strong quarterly performance with revenue reaching $1.94 billion and earnings per share of $0.41, surpassing consensus estimates.
- Wall Street maintains a consensus "Moderate Buy" rating with a target price of $192.19, supported by robust commercial and government demand.