Keysight Technologies has expanded its high-power automated test equipment (ATE) portfolio, introducing new voltage and power options, including DC power supplies up to 12 kW. The enhancements aim to provide engineers in power conversion, aerospace, and energy applications with more compact hardware, automated testing, and regenerative technology for efficient and scalable test systems. This expansion builds on Keysight's "Power Without Compromise" solutions, offering broader application coverage and increased rack density.

JPMorgan Global Select Equity ETF (JGLO) added Broadcom (AVGO) and AMD (AMD) to its portfolio on November 10, while reducing its stake in Nvidia (NVDA). The fund recorded net sales of $1.9 million, with major buys including AVGO ($22.6 million), AMD ($22.0 million), and Taiwan Semiconductor (TSM) ($19.0 million). Technology remains JGLO's largest sector holding at 34.7%, with Microsoft, Amazon, Nvidia, Apple, and Alphabet as its top five positions.

This article announces the filing of Form 4 for Dell Technologies Inc. on November 12, 2026. The brief post indicates that the form is available for public viewing, likely detailing insider transactions for the company.

Paloren's Australian AI Training Price Index indicates that ChatGPT course fees in Australia range from A$440 to A$895 per person. The company, Paloren, specializes in training Australian business teams to use ChatGPT in the context of their daily work tasks. This analysis of market prices helps businesses assess the cost of AI training.

The upcoming Anthropic IPO, with an expected valuation significantly higher than the combined value of Salesforce, ServiceNow, Adobe, Intuit, and Workday, raises concerns for incumbent software companies. Investors are questioning whether the AI agent model, which Anthropic champions, will shrink the "per seat" licensing model traditionally used by companies like Salesforce and ServiceNow. While these incumbents report continued growth in their seat-based sales and are partnering with Anthropic, the direct availability of the disruptor via an IPO may divert investment and further pressure their valuations.

Global data center company Equinix is significantly expanding its operations in India, driven by the growing demand for AI, cloud computing, and high-performance digital infrastructure from enterprises. With over $365 million already invested and plans to nearly triple its Indian data center capacity by 2028, Equinix is focusing on retail colocation to support low-latency AI deployments for businesses. The expansion, however, faces challenges related to power, water, land acquisition, and sustainability, which will be crucial for India's long-term infrastructure competitiveness.

Qualys, Inc. (NASDAQ:QLYS) shares dropped 13% after its quarterly report, despite exceeding profit expectations with US$1.62 per share. Analysts have since updated their 2027 forecasts, increasing EPS estimates to US$6.80 and slightly raising revenue predictions to US$802.1m, indicating a more bullish outlook. However, the consensus price target remains unchanged at US$197, suggesting that the improved earnings forecast hasn't significantly impacted the long-term valuation.

Rackspace Technology has raised approximately $66 million through a private stock sale, with Voss Capital being the primary buyer, to support its AI infrastructure expansion. While the proceeds may be used for GPU-related growth, the company has not yet secured definitive financing for its planned NVIDIA GB300 NVL72 systems. This means that although funds have been raised to support the initiative, the full deployment still requires additional financial commitments.

Riverbridge Partners LLC significantly reduced its stake in Salesforce Inc. by 92.8% in the third quarter, selling over 93,000 shares. Despite this trim, other institutional investors have increased their holdings, and analysts maintain a "Moderate Buy" rating for Salesforce with an average price target of $278.98. The company reported strong quarterly earnings, beating analyst estimates, but has also faced a credit rating downgrade due to leverage concerns and a planned $25 billion buyback.

New York Life Investment Management LLC significantly increased its stake in CDW Corporation by 712.3% in the third quarter, bringing its total holdings to 145,016 shares valued at $18.6 million. CDW reported strong quarterly results, beating EPS and revenue expectations, and also raised its quarterly dividend. Analysts maintain a "Moderate Buy" rating with an average price target of $167.38, with some firms raising their targets to $195.