Moody's Corporation (MCO) has integrated its connected intelligence feature with Amazon Quick, allowing Amazon Web Services users to access Moody's ratings and research. This collaboration aims to improve the accessibility of critical financial information for better decision-making within the AWS ecosystem. Moody's boasts a strong GF Score of 91/100, indicating potential for long-term returns, although recent insider sales of $2.2 million suggest caution.

Talos Eurisko Asset Management LP has acquired a new position of 71,360 shares in F5, Inc. (NASDAQ:FFIV), valued at approximately $18.2 million, making it 3.2% of their portfolio. This purchase comes as F5 reported strong quarterly earnings, beating revenue and EPS estimates, and raised its guidance for Q3 and FY 2026. Despite positive financial results and some analyst upgrades, the stock maintains a "Hold" consensus rating with an average price target of $382.67, while company insiders have recently sold shares.

ePlus inc. has been honored with Digital Realty’s Americas Partner of the Year award for 2025, largely due to its contributions to digital transformation and AI infrastructure projects. The company recently launched an AI Experience Center to showcase AI solutions and demonstrate infrastructure requirements for enterprise AI applications. ePlus exhibits strong financial performance with a market capitalization of $2.15 billion, 22% revenue growth, and an attractive PEG ratio of 0.61, indicating potential undervaluation given its growth prospects.

Rice Hall James & Associates LLC reduced its stake in Applied Optoelectronics (NASDAQ:AAOI) by 13.9% in the fourth quarter, selling 27,623 shares and leaving it with 171,570 shares valued at approximately $5.98 million. The article also highlights significant insider selling totaling $51.1 million over the past three months and mixed analyst ratings, with a consensus "Hold" and an average price target of $79.80, despite recent earnings missing estimates.

Moody's Corporation has integrated its data and research services with Amazon Q, an AI assistant, through a Model Context Protocol server. This partnership allows AWS customers to access Moody’s extensive financial data, including ratings and research on over 600 million public and private entities, directly within their AI-driven workflows. The integration aims to enhance credit analysis, risk management, and market analysis for financial professionals.

Equinix has announced an expanded collaboration with Cisco and NVIDIA to roll out AI infrastructure across its data center network. This partnership, which includes Presidio to create a P.A.T.H. Lab, aims to provide standardized AI factory blueprints and automation for deployments, allowing customers to test and validate AI infrastructure before a full enterprise-wide rollout. Despite Equinix trading near its 52-week high, InvestingPro analysis suggests the stock might be overvalued.

Assurant announced a 31% increase in mobile trade-in value in the first quarter of 2026, reaching $1.63 billion, marking it the most active quarter on record for device trade-ins. The report highlights that better condition devices yield significantly higher trade-in values, playing a crucial role as smartphone prices rise. This positive news follows a dividend announcement and upgrades from Morgan Stanley, Truist Securities, and Keefe, Bruyette & Woods, reflecting strong analyst confidence in Assurant's growth and operational capabilities.

Fortinet has launched FortiSOC, a new cloud-delivered Security Operations Center (SOC) platform that unifies six core security operations functions into a single Software-as-a-Service (SaaS) experience. The platform embeds agentic AI to autonomously investigate and correlate alerts, recommending or executing response actions under analyst oversight. FortiSOC aims to simplify and scale modern security operations for all sizes of organizations, from those building foundational capabilities to enterprises with advanced SOC environments, by automating threat detection and response.

HP unveiled new AI-powered communication and collaboration solutions at InfoComm 2026, aiming to transform hybrid work environments. The innovations include integrating HP Poly Lens and WXP Collaboration into the HP Workforce Experience Platform for unified IT management, future-proof video conferencing with HP Poly Studio Room Compute and VideoOS 5.1, and immersive audio with the HP Poly Focus 6 Series Bluetooth headsets. These solutions focus on simplifying deployment, improving visibility for IT, and enhancing productivity for employees.

Myriad360 has been named HPE Networking Partner of the Year 2026, recognized for its engineering investment, strategic collaboration with HPE, and expertise in modern networking, cybersecurity, and AI. This award follows Myriad360's acquisition of Advizex Technologies, expanding its global technology platform across various critical IT domains. The recognition highlights Myriad360's role in helping clients achieve business outcomes through secure, AI-ready technology environments.