AI-generated summary JPMorgan expressed caution regarding industrial stocks tied to artificial intelligence data center spending while adjusting its targets. The bank assigned Neutral ratings to Eaton, Johnson Controls and Vertiv and lowered price targets for several other names.
commandline.microsoft.com — What we learned rebuilding Novo’s clinical trials data agent on Microsoft Foundry: a simpler operating model, a stronger session isolation, and a direct path from tracing to evaluation and optimization.
aiindustrytoday.com — Beijing’s 2026–2028 embodied AI plan targets annual capacity for 200,000 robots, alongside application and manufacturing-support goals. The capacity target is not a shipment forecast.
aiindustrytoday.com — Quanta’s third-quarter sales rose 125.2% year over year, but operating profit fell 6% sequentially as expenses outpaced revenue growth. The manufacturer is discussing more customer-supplied components to ease working-capital pressure.
www.cnbc.com — After CoreWeave beat on revenue and upped its forecast, CEO Mike Intrator indicated the company will be fine despite last week's Democratic midterm sweep.
