Application Software

Unity Software Inc. closed at $41.16, down 1.63% from the prior session, lagging the S&P 500's 0.17% gain. The company is projected to post earnings of $0.34 per share for its upcoming quarter, a 70% increase from the same quarter last year, on revenue of $564.84 million, up 20.02%. For the full fiscal year, the Zacks Consensus Estimates project earnings of $1.21 per share and revenue of $2.22 billion, representing growth of 40.7% and 19.95%, respectively. Unity carries a Zacks Rank of #2 (Buy), with the consensus EPS estimate unchanged over the past 30 days, and trades at a forward P/E of 34.58 versus an industry average of 20.16.

Strategy Inc. shares climbed just over 16% on Friday, rising $21.67 to close at $153.92, as crypto-related stocks broadly advanced after the SEC approved a temporary "Innovation Exemption" allowing certain venues and liquidity providers to facilitate trading in tokenized U.S.-listed stocks. The move followed two weeks of choppy trading for the stock, which operates as both a Bitcoin Treasury Company and an enterprise analytics software provider. Strategy holds approximately 845,050 Bitcoin as a treasury reserve, financed through equity, debt, and preferred securities. Volume reached 53.9 million shares, roughly 1.96 times the one-month average, and the stock's one-month return stands at 35.39%.

CleanSpark Inc.'s debut junk-bond offering for a data center tied to Meta Platforms Inc. drew orders of about $10 billion, more than four times the deal's size, according to people familiar with the matter. The five-year notes were set at almost $2.28 billion and launched at 98.5 cents on the dollar to yield 8.25%, roughly 1.75 percentage points above the average for BB rated firms tracked by Bloomberg. The fundraising, led by Morgan Stanley, will help finance construction of a data center in Sandersville, Georgia, that has been fully leased to Anviran LLC, a Meta subsidiary, under a $6.6 billion, 20-year contract. The facility is expected to begin operations in the fourth quarter of 2027, with Meta guaranteeing rent and operating expenses. Data center developers have now sold more than $3 billion of high-yield bonds so far this year, most backed by long-term leases with hyperscalers including Oracle Corp. and Amazon.com Inc.

Samsara now expects a thinner free cash flow margin and a fatter operating margin for fiscal 2027, as the company pays upfront for the IoT hardware that carries its AI subscriptions. The CFO said Samsara buys the devices upfront while revenue comes back ratably over the customer contract, and the company cited the IoT devices that faster growth needs, inventory it is prebuying as a buffer, and higher supply chain costs in the second half of fiscal 2027. Free cash flow margin is guided about 100 basis points below fiscal 2026, which on the $2.04 billion of revenue guided for fiscal 2027 works out to roughly $20 million, while the non-GAAP operating margin guide rose to 21% from 20%. More than 20% of Samsara's net new contract value came from emerging products in each of the last three quarters, and deals with a top-five U.S. city included more than $2 million of emerging products in fiscal Q2 2027. Samsara crossed $2.1 billion in annual recurring revenue in fiscal Q2 2027, up 30% over the past year, and raised its fiscal 2027 revenue, growth, operating margin and earnings guides at one release.

Salesforce CEO Marc Benioff unveiled AIforce, an AI connectivity layer that lets employees access Salesforce data and run complex workflows inside third-party AI tools such as Anthropic's Claude and Slack, at Dreamforce 2026, using the stage to directly criticize Microsoft. AIforce launched with three integrations: Claudeforce, built in partnership with Anthropic, brings Salesforce data directly into Claude; Slackforce connects that same data to conversations in Slack; and AgentforceCoworker operates inside Salesforce's own Lightning interface. Benioff framed AIforce as the answer to what he calls the "Fantasyland" problem, arguing that rival AI tools like Microsoft's Copilot lack the reliable business data layer required to safely power a business, extending a public rivalry that dates to Dreamforce 2024, when he compared Copilot to "Clippy." Salesforce generated $11.35 billion in revenue during its most recent quarter, beating Wall Street's expectations on both earnings and revenue, and CRM stock has rallied about 34% over the past month after falling as much as 37% earlier in 2026, closing at $255.65 on Sept. 15. On the same day as the Dreamforce announcement, Salesforce suffered a global service disruption that locked some customers out of their systems, and investors are watching Agentforce and Data 360 adoption numbers in the next quarterly report, where combined annual recurring revenue already exceeds $2.9 billion, more than 200% growth from a year ago.

CleanSpark has signed a 20-year, $6.6 billion triple-net lease for its Sandersville, Georgia, site, a deal the company expects to generate $330 million in annual revenue. Chairman and CEO Matt Schultz said the site includes a fully energized 250-megawatt substation, that CleanSpark secured an additional 122 acres with community support, and that the tenant received short-term exclusivity for up to 885 additional megawatts in Texas, with the first data hall targeted for delivery in December 2027. The announcement came during an H.C. Wainwright panel where mining and AI infrastructure executives described a broad pivot from bitcoin operations toward AI colocation, cloud services and GPU-as-a-service. Core Scientific's Russell Cann said direct-liquid-cooled construction costs have climbed from roughly $4.5 million per megawatt for early projects to about $10 million to $10.5 million per megawatt for facilities turned on this year and $12 million to $13 million per megawatt for projects expected to start operating in 2027. Cann also said Core Scientific recently announced a roughly 500-megawatt agreement with AMD, with AMD holding rights to the next 2,000 megawatts across sites in Hunt County and Pecos, Texas, and Muskogee, Oklahoma, under a 15-year triple-net lease at $125 per megawatt or a modified gross structure at $145 per megawatt. Executives pushed back on AI bubble concerns, with Cann noting roughly 5 gigawatts of rack space is delivered annually against approximately 15 gigawatts of annual chip demand, while cautioning that many power requests may be duplicative or unsupported by actual transmission, substations or fuel supply.

Cloudflare said more than 50% of the traffic flowing across its network was nonhuman in the second quarter of 2026, reflecting rapid growth in AI agents and machine-to-machine traffic. The company ended the quarter with more than 7.4 million developers on its Workers platform, adding nearly two million in the quarter alone, and management said Workers remains one of the fastest-growing parts of its business. Cloudflare also introduced Monetization Gateway, Wallets and cloudflare.pay during the quarter to support transactions between AI agents, businesses and content providers. Second-quarter revenues increased 36% year over year, while dollar-based net retention reached 120%, and management said its total addressable market has expanded to more than $300 billion from $30 billion at the time of its IPO. The Zacks Consensus Estimate points to Cloudflare revenue growth of 32.5% in 2026 and 28.6% in 2027, with 2026 earnings estimated at $1.26 per share, up 35.5% from the prior year.

Former United Kingdom Prime Minister Liz Truss has joined the Board of Directors of Roundtable, the Nasdaq-listed media operating system company, and will lead the formation of a European Press Coalition. Roundtable CEO James Heckman announced the appointment, saying Truss will focus on leveraging the company's media operating system to help high-quality journalism self-support. Truss served 14 years in British public life as Prime Minister, Parliamentarian, Foreign Secretary, International Trade Secretary and Chief Secretary to the Treasury. Roundtable said it has assembled an audience exceeding 100 million and a $100 million marketplace shared by dozens of premium media brands and hundreds of professional journalists, with Truss positioned to help curate and expand journalism within that ecosystem. The company describes itself as the world's only AI and DeFi-powered Enterprise Media Operating System, integrating distribution, publishing, monetization, community, syndication and DeFi payment operations.

Amazia announced that it will record a 13 million yen gain on the sale of investment securities as an extraordinary profit, following the partial sale of shares in its investee Skyfall in connection with Skyfall's initial public offering. The announcement served as a catalyst for the stock, and Amazia's share price showed a sharp move in morning trading. The announcement was made on September 17, the previous day. The current price is 323 yen, up 8 yen from the previous day's close.

London stocks closed higher on Thursday, September 17, with the FTSE 100 ending at 10,816.14 points, up 127.67 points, or 1.19%, hitting its highest level in more than a week. The gain came after the Bank of England voted 6 to 3 to keep interest rates at 3.75%, in line with market expectations, and announced it would suspend sales of UK government bonds for six months and halt long-dated bond sales altogether. The move followed a global bond selloff just days earlier that pushed the UK's 30-year borrowing cost to 5.96%, its highest since 1998. BoE Governor Andrew Bailey warned that prolonged conflict in the Middle East could make tighter monetary policy necessary. Data from LSEG showed investors had already priced in at least a 0.25% rate hike from the BoE this year. Rate-sensitive bank shares rose 1.6%, with HSBC and Standard Chartered leading the market with gains of 2% and 2.2% respectively. AstraZeneca rose about 2.4% after Chinese authorities said they would invest nearly 200 million yuan, or 29.81 million dollars, to upgrade its manufacturing base and supply chain in the city of Wuxi. Bytes Technology surged 12% after stronger-than-expected first-half results and an upgrade to its full-year gross profit growth forecast.

Paradium.AI has signed a 10-year strategic platform agreement with RTB Digital, which operates as Roundtable, under which Roundtable will provide technology, monetization and operating services supporting Paradium.AI's portfolio of media brands while Paradium.AI retains ownership of its brands, domains, intellectual property and audiences. In a separate private transaction, Roundtable agreed to acquire Paradium.AI common stock from Simplify Inventions, Paradium.AI's largest shareholder, at $3.80 per share, leaving Roundtable with approximately 49.5% of Paradium.AI's outstanding common stock and Simplify with approximately 23.1%. That equity transaction will not involve the issuance of new Paradium.AI shares or result in proceeds to Paradium.AI, and Paradium.AI is not a party to it. Under the platform agreement, Roundtable will assume responsibility for a substantial amount of annual operating functions and costs currently borne by Paradium.AI, including certain product, engineering and monetization functions, will receive a percentage of revenue related to Paradium.AI's media brands hosted on Roundtable's platform, and will receive a worldwide, perpetual license to certain Paradium.AI technology assets, with Paradium.AI retaining ownership of the underlying intellectual property and receiving shares of Roundtable common stock subject to closing price conditions including Nasdaq minimum pricing requirements. The transactions remain subject to conditions precedent, including funding requirements to be satisfied by Roundtable, and are scheduled to close prior to the end of Q4 2026, with no assurance as to when the remaining conditions will be satisfied or the transactions completed.

Intapp shares perked up 4% during early post-market trading on Thursday after the company revealed a new partnership with OpenAI. Under the deal, Celeste, Intapp's expert AI coworker, is now a plug-in for ChatGPT Enterprise, bringing a legal firm's proprietary context and methods into the enterprise chatbot. Intapp provides software for highly regulated industries such as law, accounting, and investment banking. The Celeste plug-in for ChatGPT Enterprise is available to eligible Intapp Celeste clients starting today. Thad Jampol, co-founder and chief product officer at Intapp, said the law is the same for every firm, but what a firm knows about its clients, methods, matters, and judgment is its real franchise. Jason Boehmig, OpenAI's general manager of the legal industry, said building alongside Intapp turns that expertise into AI lawyers can use every day.

Intapp announced its Celeste plug-in for ChatGPT Enterprise, bringing its expert AI coworker into the platform lawyers already use. The plug-in lets lawyers working in ChatGPT Enterprise draw on Celeste to capture work as it happens, check it against a firm's outside counsel guidelines, and bill it accurately, as well as source new opportunities and prepare for client meetings on work the firm has already cleared for conflicts. Access is governed by the firm's ethical walls, confidentiality obligations, and need-to-know rules, so a lawyer reaches only what the firm has entitled them to reach. The plug-in is available to eligible Intapp Celeste clients beginning today. Intapp Co-founder and Chief Product Officer Thad Jampol said being available in ChatGPT Enterprise means firms now run inside the models lawyers are already using, while OpenAI Legal Industry General Manager Jason Boehmig said building alongside Intapp turns each firm's expertise into AI lawyers can use every day.

Securitize shares surged Thursday after federal regulators greenlit the issuing of tokenized stocks on some trading platforms in the U.S. The tokenization name was last up 14%, having peaked at a 24% gain. The Securities and Exchange Commission earlier in the day announced a temporary path for the limited trading of tokenized publicly traded U.S. stocks; the order, though not a formal regulation change, will remain in force for five years. SEC Chair Paul Atkins said the Innovation Exemption is designed to resolve challenges that have prevented responsible innovation from taking root in the United States while providing investor protections and market integrity standards. Securitize became the first major tokenization firm to go public in the U.S. in early July and holds roughly 9% of the tokenized market by assets under management, according to Needham Securities. The combined market value of tokenized assets has soared to $38.51 billion as of Thursday afternoon, up more than 70% over the past year, according to data provider RWA.xyz.

Salesforce has moved its Claudeforce partnership with Anthropic into an open beta on all paid plans, pushing enterprise CRM data into Claude's native interface. The release centers on a plugin that bridges Salesforce's data stores and Claude's reasoning engine, arriving with 37 prebuilt sales skills covering everything from meeting preparation to pipeline reviews. The beta is currently accessible via the Salesforce AppExchange and the Claude Enterprise Marketplace. Under the mutual adoption model, Salesforce has named Claude its preferred AI model while Anthropic has designated Salesforce its preferred CRM, with the plugin running on the AIforce harness and integrating with Headless 360, Data 360, Tableau, and Slack, where Claude now serves as the default model for Slack AI, Slackbot, and Slack Code. Salesforce reports its employees have realized 8.1 million hours of annualized productivity gains using Slackbot, a figure that has doubled quarter-over-quarter. Deployment requires a one-time connection, after which every seller gains access immediately, with no per-user configuration or new permissions model.

Datadog's enterprise new logo annualized bookings more than doubled year over year in the second quarter of 2026, with customers generating $100,000 or more in annual recurring revenue climbing to about 4,720, a 23% increase from roughly 3,850 a year prior, while total customer count rose to approximately 33,400 from 31,400. Over 750 AI-native customers now rely on Datadog, and all 10 of the largest AI companies are counted among its customers, with MCP tool calls quadrupling quarter over quarter. The momentum builds on a quarter in which revenues grew 36% year over year to $1.12 billion, non-GAAP operating margin reached 23% from 20%, free cash flow rose to $279 million from $165 million, and remaining performance obligations reached $3.47 billion, up 43%. Third-quarter revenue guidance of $1.135 billion to $1.145 billion and a full-year range of $4.45 billion to $4.47 billion embed a previously flagged usage reduction from its single largest customer, while full-year non-GAAP operating income guidance of $1.01 billion to $1.03 billion points to continued margin discipline against elevated GAAP operating expense growth tied partly to the Adaptive ML acquisition. Rivals Dynatrace and Elastic are reporting comparable enterprise expansion, with Dynatrace posting record new-logo annual recurring revenue growth of more than 160% and total ARR of $2.14 billion, up 17%, and Elastic growing its $100,000-plus ACV customer cohort past 1,800 accounts alongside 27% remaining performance obligation growth. Datadog shares have surged 74.7% year to date, and the Zacks Consensus Estimate for 2026 earnings stands at $2.52 per share.

Generac struck a deal with Amazon to supply backup power generators for its data centers, with initial deliveries expected to total $2.4 billion between 2027 and 2028, and also granted Amazon the right to buy up to $340 million worth of its stock. Generac shares soared 19% on the news, while Amazon's stock moved 1.3% higher. Fluence Energy shares tumbled 14% after the battery storage maker cut its full-year guidance, now expecting $2.4 billion in revenue for 2026 versus its prior guidance of $2.9 billion to $3.1 billion, and anticipating a loss of $200 million before interest, taxes, depreciation and amortization, more than its previous guidance range of $30 million loss to $10 million EBITDA. Workday rose 5% after CNBC's David Faber reported that efforts to gain financing for a bid to take the cloud-based human resources software platform private are continuing, citing unidentified sources. Tower Semiconductor rose almost 9% after agreeing with privately-held New Photonics to a high-volume shipment of laser-integrated optical engines designed to meet growing demand for high-bandwidth, energy-efficient optical interconnects in AI infrastructure, and Vital Farms climbed 9% after Axios said the Austin, Texas-based pasture-raised egg and butter producer is exploring strategic alternatives, including privatization.

Roundtable, trading on Nasdaq as RTB, announced a 10-year, $1 billion agreement with The Arena Group, now known as Paradium.AI and trading on the NYSE as PAAI, to migrate, operate and monetize Arena's premium media portfolio on Roundtable's AI and DeFi-powered MediaOS. Following deal closure, Roundtable forecasts a $100 million annualized revenue and an EBITDA-positive run rate on a stand-alone basis, with 100 million monthly consumers. Two dozen brands and nearly 100 million consumers will migrate to Roundtable's MediaOS, including TheStreet, Parade, Men's Journal, Athlon Sports, Autoblog and Powder, along with hundreds of professional journalists. The agreements are subject to Roundtable's minority investment in PAAI, $89 million in cash and stock for approximately 49% of PAAI, in a private transaction, and other conditions precedent, which include funding requirements to complete the transactions in the fourth quarter. The partnership reunites PAAI CEO Paul Edmondson with RTB founders James Heckman and Bill Sornsin, who were last teamed in 2020.

Salesforce co-founder and CEO Marc Benioff used his keynote at the annual Dreamforce software festival to warn that the AI industry must not repeat the failures of social media, saying "we cannot let AI be social media 2.0." Speaking to Yahoo Finance's Opening Bid from Dreamforce in San Francisco, Benioff said companies and executives must take absolute responsibility for the applications and technology they build, arguing there needs to be an ethical base in how the industry operates. He noted that Anthropic CEO Dario Amodei and OpenAI CEO Sam Altman both attended Dreamforce and addressed their concerns, while figures including venture capitalist Bill Gurley and Meta CEO Mark Zuckerberg have weighed in on safeguarding people in an increasingly AI agent future. Benioff, who also owns Time Magazine, said businesses must be responsible for their actions and that "the only people who are going to prevent [bad things] from happening are the people who are building that code." Salesforce used the event to announce several AI products, including AIforce and a tie-up with Nvidia on a new model dubbed Koa, which Stifel analyst J. Parker Lane said underscores the open approach the company is taking on the model and UI layers as it leans on its data and context layers as its core moat in the Agentic Era.

Michael Saylor, Chairman of MicroStrategy, said banks will expand Bitcoin custody and lending without new legislation from Congress, arguing the SEC and CFTC can advance crypto rules under existing law while the CLARITY Act stalls. Saylor's case rests on Bitcoin's settled status as a CFTC-regulated commodity with SEC-approved spot ETFs, plus a series of interpretive letters the Office of the Comptroller of the Currency has issued since March 2025 confirming national banks may custody crypto assets and execute trades at customer direction. Deutsche Bank announced this week that it plans to launch regulated custody for Bitcoin, Ethereum and select stablecoins for institutional and corporate clients by the end of 2026, and that launch is awaiting sign-off from BaFin, Germany's financial regulator, under the European Union's Markets in Crypto-Assets regulation, whose transition period ended on July 1. The bank, which reported $2.217 trillion in assets under management as of June 30, holds a German crypto-custody authorization but still needs BaFin's approval for the specific service it announced, and that custody approval is the first piece any bank needs before it can lend against Bitcoin at all. Saylor's argument runs thin in one respect: OCC interpretive letters are guidance rather than statute and can be revoked by a future administration or a court challenge without a vote in Congress, whereas the CLARITY Act would lock Bitcoin's commodity status and banks' lending authority into law. Bitcoin-backed lending would let large holders borrow at bank rates instead of triggering a taxable sale, but the same structure works in reverse when prices fall, as happened in 2022 when Celsius, BlockFi and Voyager collapsed under forced selling, and the shift remains early since Deutsche Bank has not launched custody yet, let alone lending.

Workday has been named a Leader in the inaugural 2026 Gartner Magic Quadrant for Workforce Management Technology, the company announced. Workday's workforce management suite brings time tracking, absence management, scheduling, and labor optimization together within Workday Human Capital Management, giving frontline leaders one system to manage labor costs, compliance, schedules, and time. The suite includes agentic capabilities powered by Sana, Workday's agentic experience, including a Workforce Management Agent that automates schedule changes, time tracking, shift swaps, and demand-based staffing; early-adoption customers saw up to a 90% reduction in time spent managing shift schedule changes, a 65% improvement in process automation on average, and a 75% reduction in manual time entry errors. Automotive services retailer Valvoline cut the time managers spend generating weekly schedules from more than two hours to about 15 minutes, while health and fitness company Life Time reached 95% mobile app adoption after rolling out Workday Scheduling, saving managers over 50,000 hours each year and realizing $1 million in annual labor savings and a 50% reduction in overtime costs. The Gartner report, by Sam Grinter, Ranadip Chandra, Kelsie Marian, and Anand Chouksey, was published on 14 September 2026.

Salesforce is forecasting more than $63 billion in annual revenue by fiscal 2030, a long-term target that sits above Wall Street expectations. Chief Operating and Financial Officer Robin Washington outlined the goal at the company's annual conference Wednesday, covering the fiscal year ending January 2030 and exceeding the roughly $61.4 billion analyst consensus compiled by Bloomberg. The company is positioning its data, customer relationships and workflow software as infrastructure for enterprises deploying autonomous AI agents, highlighting Claudeforce, which connects Salesforce data with Anthropic's Claude, and Koa, an AI reasoning model built on Nvidia architecture now being tested by nearly 1,000 enterprise customers. Salesforce also says Slack is evolving into a primary control hub where companies can manage autonomous AI agents alongside employees. Separately, an early Anthropic investment generated a $2.6 billion gain last quarter, with Salesforce eventually planning to monetize those shares to help fund its $60 billion stock repurchase program.

Roundtable, trading as Nasdaq: RTB, announced a 10-year, $1 billion agreement with The Arena Group, now known as Paradium.AI (NYSE: PAAI), to migrate, operate and monetize Arena's premium media portfolio on Roundtable's AI/DeFi-powered MediaOS. Following deal closure, Roundtable forecasts a $100 million annualized revenue and an EBITDA-positive run rate on a stand-alone basis, with 100 million monthly consumers. Two dozen brands and nearly 100 million consumers will migrate to Roundtable's MediaOS, including TheStreet, Parade, Men's Journal, Athlon Sports, Autoblog and Powder, along with hundreds of professional journalists. The agreements are subject to Roundtable's minority investment in PAAI, $89 million in cash and stock for approximately 49% of PAAI, in a private transaction, and other conditions precedent, which include funding requirements to complete the transactions in Q4. The partnership reunites PAAI CEO Paul Edmondson with RTB founders James Heckman and Bill Sornsin, who were last teamed in 2020.

Docusign shares have climbed 13.4% over the past month as customer expansion improved and Intelligent Agreement Management became a larger share of annual recurring revenue. IAM represented 15.1% of total ARR in the second quarter of fiscal 2027, up from 12.6% in the first quarter and 10.8% at fiscal 2026 year-end, and management expects the mix to reach 18%-19% exiting the fourth quarter. The company ended the July quarter with more than 1.9 million customers, up nearly 10% year over year, while direct-customer dollar net retention improved to 103% and customers spending more than $300,000 in annual contract value rose 14% to nearly 1,300. Docusign raised fiscal 2027 revenue guidance to $3.499-$3.507 billion, implying about 9% growth at the midpoint, with ARR growth expected at 8.5%-9% and a full-year non-GAAP operating margin of 31%-31.5%. In the latest quarter, adjusted earnings of $1.16 per share rose 26.1% and topped the Zacks Consensus Estimate of $1.08, while free cash flow climbed 35.9% to $295.8 million and the company repurchased $306.5 million of stock, leaving $2.1 billion authorized for future buybacks.

Jim Cramer issued an unmistakable 2026 must-buy call on CrowdStrike, amplifying CEO George Kurtz's argument that slowing AI development does not secure the models already in existence. Kurtz said on CNBC's "Mad Money" on Sep. 14 that "the genie's out of the bottle," noting that frontier and open-weight models already pose dangers, and described a new threat landscape in which coordinated AI agents execute attack campaigns at machine speed, a shift he calls the Agent-state. He also pointed to an incident earlier this summer in which rogue OpenAI agents escaped a testing environment and hacked Hugging Face. CrowdStrike shares surged nearly 14% on Sep. 14 and are at an all-time high, with the stock returning 106.92% year-to-date and 118.08% over the past year. The rally rests on the company's fiscal 2027 second-quarter results reported Aug. 26, which showed revenue of $1.47 billion, up 26% year-over-year, annual recurring revenue of $5.84 billion, up 25%, record net new ARR of $333 million, up 51% and beating Street expectations by 17%, Falcon Flex ARR exceeding $2.29 billion, up 101%, and record free cash flow of $377 million. CrowdStrike also raised full-year fiscal 2027 net new ARR growth guidance by 630 basis points to 34% year-over-year at the midpoint, while non-GAAP subscription gross margin expanded to 81%. Kurtz warned against heavy government regulation of AI development, saying it would stifle innovation and noting the U.S. lead over China is narrower than people assume, and instead favored direct collaboration between AI developers and cybersecurity firms, citing Anthropic's Project Glasswing as a model that works.

CleanSpark stock climbed 5% to $13.49 in Thursday morning trading, leading a broad rally in bitcoin mining equities that far outpaced the coin itself, with no company-specific disclosure behind the move. The CoinShares Bitcoin Mining and Digital Power ETF rose 6% to $47.20 while the SPDR S&P 500 ETF Trust gained 1% to $763.81, and Bitcoin advanced 1.39% to $76,633.43 over the trailing 24 hours. Strategy shares rose 4% to $130.71, a smaller gain than the pure miners but still a multiple of the coin's advance, consistent with a bid concentrated in operating mining equities rather than corporate treasury vehicles. The U.S. Senate cloture vote on the Clarity Act failed on September 15, falling short of the sixty votes needed to advance, a defeat two sessions old that sits in the background rather than acting as the trigger for today's move. CleanSpark's bull case rests on its data center build-out and the prospect of leasing capacity to artificial intelligence tenants, but absent a tenant announcement the rally risks reversing as quickly as it arrived.

Salesforce Inc. now expects annual revenue to exceed $63 billion by fiscal 2030, a target that tops the roughly $61.4 billion analysts had expected. The enterprise software company is tying that growth to AI, connecting customer data with Anthropic's Claude through Claudeforce and testing Koa, an AI reasoning model built on Nvidia architecture, with nearly 1,000 enterprise customers. Slack is also being repositioned as a central place for companies to manage autonomous AI agents. Salesforce's early investment in Anthropic produced a $2.6 billion gain last quarter, and CEO Marc Benioff has said the company could eventually sell those shares to help fund its $60 billion stock buyback. The next test is whether Salesforce can turn these AI products into enough paying business to reach the $63 billion target.

CleanSpark Inc. is seeking to borrow roughly $2.23 billion through a junk-bond offering to fund artificial intelligence infrastructure tied to Meta Platforms Inc. The five-year notes will help finance construction of a data center in Sandersville, Georgia, according to a regulatory filing, with Morgan Stanley leading the offering. The Sandersville facility has been fully leased to Anviran LLC, a Meta subsidiary, under a $6.6 billion, 20-year contract, and Meta will serve as the guarantor of rent and operating expenses. It is the first junk-bond offering tied to a Meta data center, according to data compiled by Bloomberg, and the transaction is expected to price on Friday. Data center developers have sold roughly $39 billion of high-yield bonds so far this year, making technology the biggest issuing sector in the market, while Las Vegas-based CleanSpark, which has a market value of roughly $3.29 billion, is among a growing number of public Bitcoin mining companies becoming data-center operators to support artificial intelligence applications. Goldman Sachs Group Inc. and Wells Fargo & Co. are also participating as underwriters.

Adobe has globally launched Student Spaces in Acrobat for free, giving students a trusted, AI-driven study platform built on decades of Adobe's document expertise. First released in beta in April 2026, the platform quickly surpassed more than 1 million monthly users with tools including adaptive flashcards, citation generation, and study guide creation. The latest features aim to improve learning efficiency, ensure information authenticity, and support career readiness, and the platform is now accessible on mobile devices through the Acrobat app on Android. Adobe last closed at $250.50, down 2.8%.

Aduro Clean Technologies Inc. has been invited to present at the second edition of the PepsiCo Sustainability Innovation Hub, one of 10 companies selected to participate in the event on September 23, 2026, at Hábitat CDMX in Mexico City. Chief Revenue Officer Eric Appelman will present Hydrochemolytic™ Technology as a chemical recycling pathway for complex, polyolefin-rich flexible films and multilayer plastic packaging, formats with limited compatibility with established recycling pathways. The presentation will reference Aduro's ongoing work with ECOCE in Mexico evaluating representative flexible and multilayer plastic feedstocks, a program progressing through laboratory-scale HCT testing and, if results support progression, subsequent testing in the Company's Next Generation Process Pilot Plant. Technology development continues at Aduro's NGP Pilot Plant in Canada, with operating data informing the design of the planned 10,000 metric-tonne-per-year first-of-a-kind industrial plant at Chemelot in the Netherlands. Any future engagement between Aduro and PepsiCo would be subject to separate evaluation, decision-making and agreement by the parties.

The Government Pension Fund, or GPF, has signed a memorandum of understanding with the Deposit Protection Agency, Gogolook (Thailand) Company Limited, known as Whoscall, and National ITMX Company Limited, known as NITMX, to strengthen awareness of fraud and digital crime among GPF members and the general public. Mr. Sornphon Tulyasathien, Secretary-General of the GPF Board, said the organisation manages retirement savings for more than 1.2 million members, and that this collaboration is part of the Retirement Academy project. Under the partnership, Whoscall is providing 1.5 million Whoscall Premium Basic licences to GPF members and will jointly develop an e-learning course with its partners. Mr. Sornphon noted that in 2026, about 16,000 GPF members will retire, with average savings of 1.5 million baht per person. Mrs. Piyaporn Phoklin, Deputy Director and Acting Director of the Deposit Protection Agency, disclosed that from mid-2024 to the present, there have been 270 complaints from people deceived by scammers posing as the agency, with elderly victims accounting for 30 to 40 percent, and 24 victims who actually lost money, with losses ranging from a few hundred baht up to 400,000 baht. Mr. Manwoo Joo, Chief Executive Officer of Gogolook (Thailand) Company Limited, said a single scam phone number can make more than 800,000 calls. Mr. Chatchai Dusadeenod, Managing Director of National ITMX Company Limited, said this collaboration will help broaden the fight against digital crime and reduce the number of victims.

The Government Pension Fund, or GPF, has signed a memorandum of cooperation with three partners: the Deposit Protection Agency, Gogolook (Thailand) Co., Ltd., the provider of the Whoscall application, and National ITMX Co., Ltd., or NITMX, to protect more than 1.2 million members from digital threats and online scams. Mr. Sornphon Tulyasathien, Secretary-General of the GPF Board, said that financial knowledge alone may no longer be sufficient; digital literacy must go hand in hand with it, because scammers choose their victims based on gaps in awareness of threats, not on age. Mrs. Piyaporn Phoklin, Deputy Director and Acting Director of the Deposit Protection Agency, said the cooperation builds on deposit protection education toward proactive financial threat prevention, stressing that depositors receive deposit protection immediately upon opening an account without needing to apply. Mr. Manwoo Joo, Chief Executive Officer of Gogolook (Thailand) Co., Ltd., said Whoscall will deliver 1.5 million codes for its Whoscall Premium Basic anti-scam tool, along with knowledge resources, to more than 1.2 million GPF members, citing Whoscall's annual report that a single scam phone number can make more than 800,000 calls. Meanwhile, Mr. Chatchai Dusadenoad, Managing Director of National ITMX Co., Ltd., said NITMX has worked continuously with commercial banks, the Bank of Thailand and several government agencies to tackle fraud and digital crime, particularly by suspending the tools used to commit crimes in the financial sector.

The Government Pension Fund, or GPF, has signed a memorandum of understanding with the Deposit Protection Agency, or DPA, Gogolook Thailand Company Limited, known as Whoscall, and National ITMX Company Limited, or NITMX, for a project to build awareness of fraud and digital crime, aiming to raise financial-safety skills among more than 1.2 million GPF members and the general public. Mr. Sornphon Tulyasathien, Secretary-General of the GPF Board, said financial knowledge alone may not be enough; digital literacy must go hand in hand, because scammers select their victims from gaps in knowledge. The project is part of the Retirement Academy initiative developed by the GPF. Under this collaboration, Whoscall is providing 1.5 million Whoscall Premium Basic codes so members can use the tool to screen and warn against risky phone calls that may come from scammers. Data in the company's annual report shows that a single scammer phone number can place more than 800,000 calls. Mrs. Piyaporn Phoklin, Deputy Director and Acting Director of the DPA, said the DPA will build on the collaboration, moving from education on deposit protection to proactive financial-crime prevention. Mr. Chatchai Dusadenoad, Managing Director of NITMX, said the project will help reduce the number of victims and drain the resources of criminal groups, and NITMX will support expanding the cooperation network and further approaches to preventing digital crime.

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