PTC has released patches for a critical remote code execution (RCE) vulnerability, tracked as CVE-2026-126325, affecting its Windchill and FlexPLM software. This flaw, rated 9.2 on the CVSS v4 score, stems from improper input validation and deserialization of untrusted data. Organizations using these products are urged to apply the patches immediately to prevent exploitation.

This article announces the filing of Form 144 by Dell Technologies Inc. for November 12. It provides a brief mention of the filing along with the company's stock performance and general market data, but does not offer further details on the content of the Form 144 itself.

Zacks Investment Research has identified five new "Strong Buy" stocks for November 12th. These companies—Pangaea Logistics Solutions Ltd., Cracker Barrel Old Country Store, Inc., Keros Therapeutics, Inc., Nephros, Inc., and Stride, Inc.—have all seen significant increases in their current year earnings estimates over the past 60 days, ranging from 4.9% to 50.6%. The article also mentions Zacks' "Stock Most Likely to Double" recommendation.

King Luther Capital Management Corp significantly increased its stake in Axon Enterprise, Inc, acquiring an additional 110,177 shares in the third quarter, bringing its total holdings to 116,539 shares valued at $49.2 million. Despite this, Axon's third-quarter results missed analyst expectations for both EPS and revenue, though revenue still grew 27.8% year-over-year. Analysts currently hold a "Moderate Buy" consensus rating for Axon, with an average price target of $612.18, even as some recently lowered their targets.

Bank of America (BofA) has identified a significant divergence between how bondholders and shareholders are pricing the risks associated with the AI infrastructure expansion. While corporate borrowing spreads have widened considerably, indicating increased risk in the credit market, equity valuations and options markets have shown minimal adjustment. BofA suggests this divergence creates an opportunity for investors to consider downside volatility, warning that AI equity volatility is living on borrowed time before funding concerns impact earnings.

McKinsey Electronics Limited has been appointed an Authorized Reseller under Keysight Technologies' Value Product Reseller Program, expanding customer access to Keysight products and services across the GCC region and Africa. This partnership combines McKinsey Electronics' regional engineering capabilities with Keysight's market-leading design, emulation, and test solutions, providing customers with local technical expertise and enhanced support throughout their product development cycles. The collaboration aims to accelerate innovation, reduce development risk, and bring products to market faster for engineers in the region.

Bank of America Securities analyst Tal Liani reiterated a Buy rating on Palo Alto Networks (PANW) with a $420.00 price target, noting a general Strong Buy consensus among analysts. Conversely, Vivek Arya from Bank of America Securities maintained a Sell rating on Qualcomm (QCOM) with a price target of $170.00, while the overall analyst consensus for Qualcomm is a Hold. Both reports were issued recently, with further updates from TipRanks – Google and Barclays contributing to the ratings.

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.

Redwire Corporation (NYSE: RDW) has appointed William Mahoney as Chief Technology Officer of Redwire Defense Tech to lead technology development in autonomous systems, EO/IR payloads, energy systems, sensors, and RF antenna solutions. Mahoney brings over 25 years of engineering and technology leadership experience, with a focus on translating emerging technologies into product advancements for defense operations. This appointment strengthens Redwire's investment in next-generation defense capabilities, leveraging Mahoney's expertise in airborne systems, autonomy, AI-enabled mission operations, and digital engineering.

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.