Top Companies' AI Moves

Today's Stories

1. 1

   INSIGHT: Giant US Power Merger Bets on AI Build-Out, but May Hinge on Power Bills

   INSIGHT: Giant US Power Merger Bets on AI Build-Out, but May Hinge on Power Bills

2. 2

   Western Digital Rides AI Storage Boom, Q3 Revenue Jumps 45%

   Western Digital posted $3.3B in Q3 2026 revenue, a 45.47% increase from the same quarter last year, driven by demand for AI inference storage. Goldman Sachs raised its price target to $650 from $400, and the company has beaten earnings expectations for four consecutive quarters with an average surprise exceeding 100 percent. The company is benefiting from an extended NAND and HDD upgrade cycle tied to AI inference demand, positioning it to capture a structural shift in enterprise storage needs. However, insiders have sold heavily—125 insider trades in the past 6 months were all sales, with CEO Irving Tan alone selling 40,000 shares for an estimated $13,345,695.

   Analyst price targets range widely, with a median of $575.0 across 16 recent estimates. The stock trades around $567, offering roughly 15 percent upside to Goldman's $650 target, though insider selling activity may warrant caution.

3. 3

   Brookshire Brothers Taps AI Tech for Managing Promotions

   Brookshire Brothers Taps AI Tech for Managing Promotions

4. 4

   What's in a name? AI associates Jewish names with stereotypical traits

   What's in a name? AI associates Jewish names with stereotypical traits

5. 5

   Precisely Launches Mainframe Software Discovery Tool for ServiceNow

   Precisely released Ironstream™ z/OS Software Discovery for ServiceNow, now available in the ServiceNow Store. The tool automatically discovers IBM z/OS software running on mainframes and syncs it into ServiceNow's Configuration Management Database (CMDB) alongside the rest of an organization's IT infrastructure. Many organizations keep mainframe systems isolated from the rest of their IT environment, creating compliance and audit challenges. This integration replaces manual tracking with automated data collection, giving IT teams a single, audit-ready source of truth for their entire hybrid IT environment—reducing risk and simplifying regulatory compliance.

   The solution is now available in the ServiceNow Store. Precisely is a Build partner in the ServiceNow Partner Program, developing applications that enhance the ServiceNow AI Platform's capabilities.

6. 6

   Analog Devices Completes Empower Semiconductor Acquisition to Advance AI Power Delivery

   Analog Devices Completes Empower Semiconductor Acquisition to Advance AI Power Delivery