A recent Microsoft report reveals that despite the focus on AI-driven cyberthreats, human hackers are still effectively using social engineering scams to infiltrate corporate systems via Microsoft Teams. These attackers impersonate IT or help desk personnel to trick users into granting remote access, allowing them to install software and gain control. Microsoft is implementing new AI-powered phishing detection and reporting features, but also emphasizes the importance of user caution and company-level administrator blocks to prevent these "old-school" attacks.

Keysight Technologies has launched new AI-driven test solutions, including the XR3 low-profile oscilloscope, and announced an orderly CFO transition. These developments highlight a strategic shift towards integrating hardware with higher-margin software and recurring services, aiming to leverage the growing demand for AI-centric test and high-speed interconnects. While the company's investment narrative is bolstered by these product rollouts, operational risks like supply constraints and successful Spirent integration remain key factors for future margin progress.

Take-Two Interactive Software's stock is up 8.9% following a Piper Sandler teen survey indicating strong purchase intent for Grand Theft Auto VI and its online component. This survey highlights the crucial role of recurring spending from GTA Online-style games for Take-Two's booking targets, especially as analysts anticipate softer near-term earnings. The company's upcoming fiscal 2027 second-quarter report on November 9, 2026, will provide further insights into player spending and the progress towards its long-term revenue goals.

North Dakota will receive over $2.5 million in a settlement with General Motors following allegations that GM illegally sold driver data to insurance companies. The lawsuit, brought by 36 Attorneys General, claimed GM collected location and behavior information from 2016 to 2024 without drivers' knowledge, using it to set insurance rates. As part of the settlement, drivers can request and delete their collected data, while South Dakota also settled, receiving $2.6 million for its consumer protection fund.

Tampa General Hospital has installed GE HealthCare's Allia Moveo, a next-generation image-guided therapy solution, into a clinical hybrid operating room. This marks the second Allia Moveo system in the Tampa Medical & Research District, establishing a direct link between advanced simulation-based training and patient care. The technology aims to enhance minimally invasive procedures through improved mobility, workflow efficiency, and image quality.

Morgan Stanley has warned that Democrat Gina Hinojosa's victory in the Texas gubernatorial election increases the risk of delays and cancellations for data center projects in the state. The bank highlighted Cipher, MARA, and Galaxy as stocks with significant exposure to Texas, and noted that several Texas-based data center stocks saw declines following the news. Hinojosa's stance on pausing new data center development pending community protections could impact various projects, though Morgan Stanley also identified beneficiaries like Hut 8, TeraWulf, and Applied Digital with less Texas exposure or projects outside the state.

Agilent Technologies Inc. has completed its acquisition of digital pathology software provider Proscia for $240 million in cash, with an additional $30 million contingent on future performance milestones. This acquisition expands Agilent's pathology portfolio, enhancing its capabilities in AI-enabled diagnostics, drug discovery, and precision medicine by integrating Proscia's vendor-agnostic digital pathology software. The combined offering aims to provide an integrated solution for clinical laboratories, pharmaceutical companies, and life sciences researchers, strengthening Agilent's move into digital workflows and AI-driven analysis.

Micron Technology (MU), SanDisk, and SK Hynix are seeing increased investor interest due to strong demand for AI memory, driven by positive earnings from key AI technology suppliers like Advanced Micro Devices and Super Micro Computer. Despite potential regulatory hurdles in data center construction, Wall Street remains optimistic about Micron, with analysts projecting significant upside potential. The future performance hinges on continued AI infrastructure spending translating into higher memory orders.

T. Rowe Price Active Crypto ETF has filed Form FWP, detailing the risks associated with investing in crypto assets, including market volatility, limited history, regulatory uncertainty, and potential for fraud or security breaches on trading platforms. The article also features an interview with Blue Macellari, head of Digital Assets at T. Rowe Price, who discusses portfolio allocation targeting on-chain finance, highlighting platforms like Hyperliquid, Near, and Solana as key players in the evolving regulated crypto space. Macellari emphasizes the growth potential for financial rails moving on-chain, supported by high-performance blockchains.

Stephen Byrd, Morgan Stanley Thematic Research global head, discussed the future of data centers. He believes there is a path forward for their development if approached correctly. Byrd's comments were made during a "Power Lunch" segment, also touching on the potential impact of midterm election outcomes on data center growth.