Ondas Inc.'s subsidiary Sentrycs has partnered with Lockheed Martin to integrate its Cyber-over-RF counter-drone technology into Lockheed Martin's Sanctum defense system. This collaboration aims to enhance protection against unmanned aerial threats for military forces, homeland security, and critical assets. Ondas has also secured over $40 million in new defense orders in June and is acquiring Cyberhawk for approximately $125 million to expand its capabilities.

Qualcomm is reportedly in advanced discussions to acquire Modular Inc. for approximately $4 billion, aiming to bolster its artificial intelligence infrastructure. This potential acquisition would intensify Qualcomm's competition with Nvidia, the current leader in AI chips. The news of the talks comes shortly before Qualcomm's investor day, with the company's shares having risen 30% this year.

John Deere has launched a new 5E 3-cylinder utility tractor, featuring its first electronically controlled eHydro transmission in this tractor class. This new model aims to simplify operation for a diverse range of users, from seasoned operators to first-timers, across agricultural, rural lifestyle, and specialty applications. Key features include TwinTouch pedals, cruise control, SpeedMatch, LoadMatch, and MotionMatch, all designed to enhance ease of use and efficiency.

Texas Pacific Land Corporation (TPL) has announced an agreement with Chevron U.S.A. Inc. (CVX) to provide land and brackish water resources for Chevron's Project Kilby. This project involves a large-scale power generation facility in Reeves County, Texas, designed to support a customer data center. TPL's CEO, Ty Glover, emphasized West Texas as a premier location for compute infrastructure, highlighting the region's resources and supportive regulatory environment.

Wipro has expanded its partnership with Palo Alto Networks to offer AI-driven Managed Detection and Response (MDR) services. This collaboration integrates Palo Alto Networks' Cortex XSIAM platform with Wipro's CyberShieldSM capabilities to provide proactive, AI-powered cyber defense. The initiative aims to enhance security operations, improve threat detection, and optimize costs for clients amidst accelerating AI adoption.

Vitria Technology's VIA AIOps platform has been recognized by leading analyst firms Gartner, ISG, and IDC in 2026 for its role in evolving the AIOps market beyond observability toward autonomous operations. Appledore Research's new whitepaper highlights Vitria's Semantic Knowledge Plane (SKP) as a crucial element for achieving autonomous network operations by encoding domain semantics and causal relationships into a knowledge graph. This approach allows for deterministic reasoning, explainability, and automated remediation, addressing the industry's need for trustworthy AI actions at scale.

Nvidia and DataDirect Networks (DDN) are collaborating to enhance the value of AI infrastructure by optimizing GPU utilization and efficiency for enterprises. Their partnership focuses on building new architectures to handle the intensive demands of "agentic" AI use cases and on significantly lowering the cost per token, a key metric for AI deployment economics. This effort aims to facilitate widespread enterprise adoption of AI by making compute and data work together seamlessly and profitably.

Roadzen Inc.'s drivebuddyAI platform has secured an agreement valued at approximately USD 5.3 million (INR 50 million) to equip 3,600 electric buses and trucks in India with its six-camera ADAS solution. This deployment aims to enhance safety and autonomy in public transportation, seaport logistics, mining, and industrial transportation. The deal highlights a growing trend in India's commercial vehicle sector towards advanced safety technology, with drivebuddyAI's system boasting a 72% reduction in accidents across deployed fleets and being certified under India's AIS-184 safety standard.

Petty Products, an Arizona-based supplier of bath and shower products, has successfully implemented Rootstock ERP and Agentforce Revenue Management. This integration aims to connect sales, purchasing, inventory, and operational workflows on a single platform, enhancing business agility and supporting the company's growth, especially as residential construction demand rises. The new system replaces manual processes, allowing for better coordination, streamline operations, and improved responsiveness to market demands.

CDW Corporation's average 12-month price target has increased from $142 to $145.11, according to estimates from nine analysts. This revised target suggests a potential upside of approximately 17% from the June 22 closing price. The consensus rating for CDW Corporation remains "Buy" among 13 analysts, with nine recommending Buy and four recommending Hold.