Meta taps Arm Holdings to power AI recommendations across Facebook, Instagram — Positive
ARM META Reuters — October 15, 2025Meta Platforms said it is partnering with chip tech provider Arm Holdings to power the systems that drive personalization across its apps, including Facebook and Instagram, as companies rush to upgrade the chip technology underpinning their services.
Semiconductor design company Arm is partnering up with Meta to enhance the social media giant's AI systems amid an unprecedented infrastructure buildout. Under the partnership, Meta's ranking and recommendation systems will move to Arm's Neoverse platform, which was recently optimized for AI systems in the cloud, among other implementations.
Meta Platforms said on Wednesday it would invest $1.5 billion in a data center in Texas, breaking ground at its 29th such facility globally, as the social media giant expands infrastructure to support artificial intelligence workloads.
POLARIS 2026 OFFERING CONTINUES WITH THE ALL-NEW RZR XP S, ELEVATED DESIGN FOR RZR XP, INDUSTRY'S LARGEST TOUCHSCREEN DISPLAY FOR RZR PRO R AND NEW LIMITED EDITION RZR AND RANGER XD 1500 NORTHSTAR MODELS — Neutral
PII PRNewsWire — October 15, 2025Backed by 11 Years of Rider Feedback, the Reimagined 2026 RZR XP and All-New RZR XP S Usher in a New Era of Performance, Comfort, and Style 2026 RZR Pro R Delivers Heart-Pounding Performance and an All-New Industry Leading 10.4" Display Powered by RIDE COMMAND RZR Pro S Calavera Edition Celebrates 10th Anniversary of Selling Polaris in Mexico 2026 RANGER XD 1500 NorthStar Lineup Expands with New Texas and Mountaineer Editions MINNEAPOLIS , Oct. 15, 2025 /PRNewswire/ -- Polaris Off Road , the world leader in powersports and off-road innovation, today announced a second wave of vehicle enhancements for 2026 …
UAL Earnings Setting Course for Rally? DAL Report Offers Clues — Positive
UAL Schwab Network — October 15, 2025United Airlines (UAL) reports earnings after Wednesday's closing bell, and Sean Cudahy believes investors can take hints from another airline's report earnings: Delta Airlines (DAL). Sean sees high-end consumers and lack of international turbulence giving a lift to United.
HPE Gains From Server Refresh Cycle: Sign of More Growth? — Positive
HPE Zacks Investment Research — October 15, 2025Hewlett Packard Enterprise's record Server revenues, powered by AI demand and the global server refresh cycle, point to continued growth momentum into 2026.
Nscale inks massive AI infrastructure deal with Microsoft — Positive
MSFT TechCrunch — October 15, 2025AI hyperscaler startup Nscale has signed a sizable deal with Microsoft to bring Nvidia AI hardware to multiple data centers.
Will Strong Backlog and Bookings Drive Comfort Systems' Growth Ahead? — Positive
FIX Zacks Investment Research — October 15, 2025FIX's record $8.1 billion backlog and strong bookings highlight solid demand and position it for multi-year growth.
Fortinet vs. CrowdStrike: Which Cybersecurity Stock is a Better Buy? — Positive
CRWD FTNT Zacks Investment Research — October 15, 2025CRWD's AI-native platform, AWS/NVIDIA partnerships, and accelerating ARR growth outshine FTNT. Buy CRWD stock for superior upside; hold or wait for FTNT.
MasterCraft Takes the Helm, Partners with World Wake Association to Relaunch Rider Experience Tour — Neutral
MCFT GlobeNewsWire — October 15, 2025Five-Stop Grassroots Series Returns in 2026, Building Pathways for Riders of All Levels and Reinforcing MasterCraft's Commitment to Growing Watersports through Leadership in Performance Watersports.
Cognizant Schedules Third Quarter 2025 Earnings Release and Conference Call — Neutral
CTSH PRNewsWire — October 15, 2025TEANECK, N.J. , Oct. 15, 2025 /PRNewswire/ -- Cognizant (Nasdaq: CTSH), a leading provider of information technology, consulting, and business process services, will announce results for the third quarter of 2025 on Wednesday, October 29, 2025 before market open.
FanDuel Casino Unveils New Loyalty Program With Exclusive Perks — Neutral
FLUT PRNewsWire — October 15, 2025Rewards Club loyalty proposition marks new phase of FanDuel's creative brand campaign "Calling All Thrillionaires." NEW YORK, Oct. 15, 2025 /PRNewswire/ -- FanDuel, the premier online gaming company in North America, today announced the launch of FanDuel Casino Rewards Club, a new rewards program now available to customers in select states.
NIQ Announces the 2025 North American Breakthrough Innovation Award Winners — Neutral
NIQ Business Wire — October 15, 2025CHICAGO--(BUSINESS WIRE)--NielsenIQ (NYSE: NIQ), a global leader in consumer intelligence, is proud to unveil the North American winners of its 2025 Breakthrough Innovation Awards. These prestigious accolades honor the most impactful new products that have risen above economic uncertainty, shifting consumer priorities, and fierce competition to deliver meaningful innovation and sustained performance. In a marketplace shaped by inflationary pressures, evolving wellness goals, and heightened dema.
Intel secured over $18 billion in new funding: $11.1B U.S. government, $5B Nvidia, and $2B SoftBank, bolstering liquidity and credibility. Nvidia's stake enables GPU–CPU integration for AI PCs and data centers, expanding Intel's reach in a $50B+ TAM. SoftBank's $2B investment links Intel to Arm's AI ecosystem, creating long-term foundry demand and new cross-platform opportunities.
Citizens Financial Group CEO: We're occupying white space First Republic dominated & doing it better — Positive
CFG CNBC Television — October 15, 2025Bruce Van Saun, Citizens Financial Group chairman & CEO, joins CNBC's 'Squawk on the Street' to discuss the bank's latest earnings, dealmaking activity, and much more.
AXON Enhances its Counter-Drone Presence With TYTAN Partnership — Positive
AXON Zacks Investment Research — October 15, 2025Axon deepens its counter-drone presence as Dedrone's AI-driven platform and new TYTAN partnership boost its CUAS capabilities.
Bitcoin experienced a rare $13,000 whiplash, triggering a massive deleveraging and testing the 200-day moving average as key support. BTC's short-term outlook depends on defending the 200D average and volatility normalizing, with resistance at the 126k level. On-chain data shows long-term holders are not capitulating, suggesting the move was a leverage purge, not a macro top.
Morgan Stanley Q3 Earnings Beat on Deal-Making Boom, Solid Trading — Positive
MS Zacks Investment Research — October 15, 2025MS' Q3 earnings jump 49% on booming deal-making activity and strong trading, pushing shares up almost 4.5% pre-market.
Can Power Delivery Continue to Anchor Primoris' Margin Expansion? — Positive
PRIM Zacks Investment Research — October 15, 2025PRIM is leaning on its power delivery unit to fuel profitability, driven by grid upgrades, MSA growth and disciplined project execution.
