Shannon McCallum, a seasoned veteran in the gaming industry, has joined Oracle as regional vice president North America Applications Gaming. She aims to leverage technology to enhance guest experiences in hotels and cruise lines, focusing on innovations like seamless contactless check-ins and efficient tools for team members. McCallum's role involves shaping tech strategies and building relationships across North America to keep the hospitality sector updated on future technological advancements.

Coherent Corp. presented at the European Conference on Optical Communication (ECOC 2026), held from September 21st to September 24th, 2026. The presentation included remarks by Sanjai Parthasarathi. The article provides a transcript of this event, but the full content is reserved for subscribers.

Honeywell Aerospace US LLC has filed a lawsuit against electric vehicle maker Rivian, alleging infringement of seven vehicle safety patents. The patents, originally developed for aircraft, cover various technologies such as safety monitoring, autonomous navigation, and hazard detection, and are claimed to also apply to ground vehicles. Honeywell Aerospace, a recent spin-off from Honeywell International Inc., is seeking monetary damages, injunctive relief, and enhanced damages for willful infringement.

Pega has been named a Leader in the Gartner Magic Quadrant for Business Orchestration and Automation Technology for the second consecutive year. The company was recognized for its Completeness of Vision and positioned highest for Ability to Execute, receiving top scores in Critical Capabilities for Case Management and Adaptive Work use cases. This achievement highlights Pega's strength in AI orchestration and governance for complex business processes.

Adobe is offering a 30% discount on its Firefly Pro Plus plan for a full year, reducing the monthly cost from $50 to $35. This promotion includes unlimited image and video generations, access to advanced AI models like Kling 2.5 Turbo, Nano Banana Pro, and Nano Banana 2, and unlocks Adobe Photoshop web and mobile apps, along with Adobe Express Premium. The deal aims to provide users with more creative freedom without usage caps and is available until October 21.

Broadcom (NASDAQ: AVGO) recently reported its ninth consecutive earnings beat, with AI revenue skyrocketing 221% year-over-year, yet its stock has remained relatively flat in 2026. Despite this performance, the company's shares are trading at a discount compared to competitors like NVIDIA, suggesting a significant undervalued AI opportunity. Analysts project a strong upside for Broadcom, driven by robust partnerships with major hyperscalers like Meta and OpenAI, and an insatiable demand for XPUs and networking solutions in the AI sector.

Ciena (NYSE:CIEN) initially saw Wall Street analysts cut their price targets following its strong Q3 fiscal 2026 earnings report, despite record revenue and a large backlog, due to concerns over supply constraints. However, just two weeks later, many of these same firms raised their targets after Ciena presented ambitious fiscal 2029 targets at its investor forum, outlining significant revenue CAGR, adjusted gross margin, operating margin, and free cash flow margin. While bullish analysts see this as a strong multi-year framework for AI buildout, some bearish concerns remain regarding supply chain challenges and whether gross margins will truly reach the projected 50% target.

The Computer & Communications Industry Association (CCIA) has filed an amicus brief supporting Apple Inc. in the Supreme Court case Apple v. Epic. The brief argues against a lower court's ruling that found Apple in contempt for violating the "spirit" of an order, even without explicit prohibition, stating that such a standard creates uncertainty and contradicts federal law. CCIA President & CEO Matt Schruers emphasized the importance of clear, text-based court orders, especially concerning protected speech and editorial curation.

Corning (GLW) stock rose 6% after an AI optical interconnect demonstration showcased its fiber, outpacing Lumentum (LITE) which authored the demo. This suggests investors are repricing Corning's broader AI optical exposure. Other optical connectivity stocks like Applied Optoelectronics (AAOI) and Coherent Corp. (COHR) also saw gains, indicating a thematic re-rate on AI optics across the sector.

SanDisk shares fell 2% on Monday, diverging from a general rally in the memory sector where Micron Technology advanced 3% and Western Digital rose 0.8%. This downturn for SanDisk, a stock up 641% year-to-date, is likely due to profit-taking and the trimming of a crowded position rather than negative news or a sector-wide decline. Investors are watching to see if SanDisk stabilizes or if the weakness signals a broader unwinding of its previously concentrated gains.