Martin Sedláček

Seagate $STX and Western Digital $WDC are down more than 10% today. The drop is due to news about Japan's Toshiba, which wants to invest about $380 million in expanding hard drive production and plans to double its manufacturing capacity by fiscal year 2027.

Innodata $INOD has made me pretty happy over the past month. The stock has gained roughly 35% since the beginning of September, and I bought it just a month ago, when I was analyzing the company.

Hewlett Packard Enterprise $HPE today received an order worth $1.2 billion from Vultr for servers built on AMD chips for artificial intelligence. The stock reacted with a rise of around 4%.

Raytheon, which falls under RTX $RTX, has been awarded a contract worth up to $20.7 billion from the U.S. Department of Defense. That's a hefty sum even by defense company standards.

Nvidia $NVDA is now also venturing into AI agent safety. It has introduced the OpenShell platform, which is designed to help companies keep control over everything their AI can actually do.

Microsoft $MSFT is up roughly 4% today, and this time it's not the results driving it, but mainly the new Copilot and quite positive reactions from analysts.

SoFi $SOFI keeps growing and adding new products, but the stock has been taking a hit this year.

Now there's been a pretty big deal with Mastercard. SoFi became the first U.S. national bank to launch card payment settlement via its own stablecoin SoFiUSD. It plans to gradually move its entire card program, which processes over $25 billion annually, to this system.

Warner Bros. Discovery $WBD jumped about 11% yesterday.

Paramount Skydance reached an agreement with California and other states that had tried to block the merger. That removed one of the last major obstacles to a deal worth roughly 110 billion dollars.

Apple $AAPL today started selling the new iPhone 18 Pro and in some countries long lines formed in front of stores again. In China or India, people waited for 10 to 12 hours just to be among the first to have the new model.

Lucid $LCID today announced a partnership with Bolt. In Europe, they plan to gradually deploy up to 25,000 robotaxis.