Qualcomm Technologies' Snapdragon X Series processors are transforming the UK business PC market by offering resellers a differentiated product with better battery life and on-device AI capabilities. The company supports its partners through training, proof-of-concept programs, co-selling, and rebates, enabling successful deployments in both public and private sectors. This approach emphasizes tangible customer value and prepares for the next evolution of AI PCs driven by on-device processing.

This article reports on a Form 4 filing for Microchip Technology Inc., detailing a transaction by James Eric Bjornholt, the Senior Corporate VP and CFO, on November 6th. The filing is a standard disclosure of insider trading activity.

Intel is making robotics and physical AI a core strategic focus, with its Core Ultra Series 3 chip consolidating traditional robot control and AI inference to reduce power and cost. The company's technology powers various autonomous robots from partners like Sensory AI and Oversonic Robotics, complemented by software tools such as Physical AI Studio for model optimization and deployment. Despite senior leaders expecting wide robot adoption, Intel's research reveals deployment delays due to skill shortages and safety concerns, highlighting the need for efficient, on-robot AI processing.

This article from Reason Magazine by Thomas W. Hazlett discusses the history of the telephone monopoly in the United States, specifically focusing on the establishment and eventual dismantling of Ma Bell. It explores the making and unmaking of this significant entity, delving into related topics concerning the Bell Telephone Company and AT&T Inc.

This article provides a side-by-side comparison of Comcast Corporation (CMCSA) and AT&T Inc. (T), both prominent companies in the Telecommunications sector. It highlights their market capitalization, price performance over the past year, industry focus, and recent news activity and analyst ratings. While T is larger by market cap, CMCSA has outperformed T in terms of 1-year return.

Netflix (NFLX) is trading significantly below its historical valuation, with a P/E ratio under 18x after a steep reset, despite strong cash generation and growing international engagement. Analysts see potential undervaluation, citing a PEG ratio below 1 and robust free cash flow, though risks like continued estimate cuts and negative momentum exist. The bull case highlights global growth and monetization beyond subscriptions, while the bear case points to falling fair value estimates and recent stock declines.

Fulcrum Asset Management LLP recently acquired 130,785 shares of SoFi Technologies, Inc., valued at approximately $2.08 million, in the third quarter. This move highlights continued institutional interest in SoFi, with other major firms also increasing their stakes. SoFi reported strong Q3 earnings, surpassing analyst estimates with $0.18 EPS and $1.37 billion in revenue.

Southern Company (SO) reported a significant 59% year-over-year increase in electricity usage by data centers in Q3 2026, driven by the expansion of AI and cloud computing. This surge in demand has led to a pipeline of approximately 21 gigawatts in signed contracts and an estimated $4 billion in additional investment beyond its base capital plan. The company's strong third-quarter earnings, with adjusted EPS up to $1.94, reflect this growth, though it also raises questions about financing needs and maintaining customer affordability.

This Zacks Analyst Blog highlights five growth stocks — Quanta Services Inc. (PWR), BrightSpring Health Services Inc. (BTSG), Phillips 66 (PSX), Valero Energy Corp. (VLO), and HF Sinclair Corp. (DINO) — that investors should consider in November. These companies are identified as strong buys with a Growth Score of A, positioned to benefit from robust infrastructure spending, shifting healthcare trends, and strong refining fundamentals. The article details each company's growth drivers and positive outlook, supported by expected revenue and earnings growth.

Microsoft released an extensive set of 1,092 self-product vulnerabilities on November 2026 Patch Tuesday, including 1,102 in Windows. Despite the high volume, only one vulnerability (CVE-2026-124194, an Outlook spoofing flaw) is known to be actively exploited. Key vulnerabilities highlighted include critical pre-authentication Remote Code Execution (RCE) flaws in Windows Schannel and the Exchange/Windows Search component.