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 & Company reaffirmed its "Overweight" rating for NVIDIA (NASDAQ:NVDA) with a $315 price target, indicating a potential 44.79% upside. NVIDIA recently surpassed quarterly expectations with $1.87 EPS and $81.61 billion in revenue, also authorizing an $80 billion share repurchase program. Despite strong demand for AI infrastructure, the company faces risks including significant insider selling and potential customer development of custom chips.

Archer Aviation's stock surged 12% following its agreement to acquire Boeing's Wisk Aero, Insitu, and SkyGrid subsidiaries, which is expected to add over $200 million in annual revenue. Boeing will also take a strategic stake in Archer, enhancing its position in autonomous aviation. Despite reporting a Q2 loss, investors focused on the company's strategic expansion, stronger-than-expected revenue, and operational progress toward eVTOL commercialization.

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.

Goldman Sachs initiated coverage of Autodesk (ADSK) with a Neutral rating and a $260 price target. The investment bank views Autodesk as a strong franchise in the construction software sector. Shares of Autodesk saw little movement in premarket trading following the news.

IBM and Together AI have announced a significant collaboration worth $240 million, aimed at scaling AI deployments. This partnership focuses on enhancing enterprise AI capabilities and accelerating the adoption of AI solutions across various industries. The agreement underscores a commitment to integrating advanced AI technologies more broadly into business operations.

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.

A controversy surrounding PayPal's Honey affiliate, where a YouTuber alleges the browser extension replaces creator affiliate cookies with its own, poses significant reputational, regulatory, and strategic risks for PayPal. While not yet mainstream, the potential backlash from the creator economy, erosion of merchant trust, and regulatory scrutiny could impact PayPal's

Archive360®, a provider of an enterprise data and AI governance platform, has been named to the Inc. 5000 list of fastest-growing private companies in America for the second consecutive year. This recognition highlights the company's significant growth driven by organizations recognizing the foundational importance of data governance for AI adoption, risk management, and value creation from information. The Inc. 5000 list celebrates the most successful independent and entrepreneurial businesses, with honorees demonstrating exceptional growth amidst economic challenges.

Nocera (NASDAQ: NCRA) has signed a binding term sheet with INERGX Energy Optimisation to form a 50/50 joint venture, Nocera-INERGX Energy Ventures, aiming to acquire and develop mission-critical energy infrastructure for AI data centers, defense, and heavy industry. The venture will focus on battery energy storage, AI-enabled energy management, and renewable energy technologies globally, with an objective to grow INERGX's valuation to $250 million from an initial ascribed $65 million. This move follows Nocera's recent acquisition of a controlling interest in QMAX Technology, aligning component supply, memory/storage, and now power infrastructure for AI.