General

Apple launches AirPods Pro 3 preorder. Available now for $249 from major retailers, shipping starts Sept 19. Source.
Trade angle: Buy AAPL ahead of launch to capture accessory sales growth and ecosystem stickiness.

Apple omits charging cable with AirPods Pro 3. USB-C cable sold separately, signaling cost-cutting and sustainability push. Source.
Trade angle: Consider AAPL and accessory makers like BEL to benefit from cable sales.

Reddit tests in-app article reading for publishers. Aims to keep traffic within platform amid AI-driven referral shifts. Source.
Trade angle: Watch RDDT for monetization upside in content distribution.

Microsoft diversifies AI suppliers in Office. Adds Anthropic alongside OpenAI after performance wins. Source.
Trade angle: Buy MSFT for AI-driven productivity gains and competitive AI partnerships.

Business

Apple unveils iPhone 17, 17 Pro, 17 Pro Max, and iPhone Air. New slimmed-down iPhone Air features 6.5-inch ProMotion display. Source.
Trade angle: AAPL preorder momentum could boost Q4 revenue; consider supply chain plays like LITE and QCOM.

Apple refreshes entire Watch lineup. Preorders open for Watch SE 3, Series 11, and Ultra 3. Source.
Trade angle: AAPL smartwatch sales drive recurring revenue; consider health tech suppliers like AMS.

Oracle reports $455bn in remaining performance obligations. Indicates strong future revenue despite recent earnings miss. Source.
Trade angle: ORCL remains a cloud growth play with solid backlog; consider accumulation on dips.

Nvidia invests in quantum computing firm QuEra. NVidia’s venture arm expands into quantum tech. Source.
Trade angle: NVDA’s quantum investments signal long-term AI compute leadership; hold NVDA.

Hardware / Data Centers

Mistral AI raises €1.7bn funding round led by ASML. European AI lab’s valuation hits €11.7bn, signaling strong AI hardware demand. Source.
Trade angle: Buy ASML and semiconductor equipment makers like LRCX to play AI-driven chip demand.

LG to supply cooling equipment for Datavolt’s Neom data center campus. South Korean tech firm expands into high-demand data center cooling market. Source.
Trade angle: Consider LG for growth in data center infrastructure cooling solutions.

New 20MW liquid-cooled data center planned in Chicago. Local entrepreneur enters liquid cooling space, reflecting rising demand for efficient hardware. Source.
Trade angle: Watch hardware infrastructure plays like NVDA and AMD for liquid cooling adoption.

CoreWeave Ventures launches to back AI startups. Provides capital, technical expertise, and compute resources to emerging AI firms. Source.
Trade angle: Monitor CWAV for exposure to AI hardware and cloud compute growth.

Stocks / Trading / Markets

Electric grid growth outpaces expectations. Utility-scale solar leads generation growth while natural gas declines due to fuel costs. Source.
Trade angle: Buy solar-focused utilities and equipment makers like ENPH and FSLR to capture green energy expansion.

Complaint against MISO’s $22B transmission portfolio faces opposition. Could delay Midcontinent power supply upgrades and impact reliability. Source.
Trade angle: Watch utilities with MISO exposure like NEE and DUK for regulatory risk.

Ameresco partners with CyrusOne on offgrid AI data center in California. AI-optimized data center with onsite microgrid planned. Source.
Trade angle: CYRX and AMRC could benefit from growing AI data center microgrid demand.

Google funds long-duration energy storage projects with Salt River Project. Supports grid stability and renewable integration. Source.
Trade angle: GOOGL and energy storage tech firms like ESS could gain from grid innovation trends.

Quick Signal