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Top client & prospect briefs: Nvidia, Microsoft, Oracle — plus Capital One, Ally, Fidelity — September 11, 2026

YOUR PERSONAL BRIEF

Sales & Account Management

Friday, September 11, 2026

Below is Your Personal Daily Brief tailored to your interests. If you'd like to adjust it in any way, you can either respond to this email and we'll update it for you, or you can visit your Dashboard and make any changes you like.

🤝  Top Clients
Microsoft plans 38 gigawatts of data center capacity by 2032, Bloomberg News reports

Microsoft plans to build out its data-center capacity to about 38 gigawatts by 2032, more than triple its current footprint, Bloomberg News reported.

Read more → Reuters
DOJ probes Nvidia's licensing deal with AI startup Groq, NYT reports

The U.S. Justice Department is investigating whether Nvidia structured its licensing deal with AI chip startup Groq to avoid antitrust scrutiny, the New York Times reported, according to Reuters.

Read more → Reuters
Oracle tops estimates as AI demand tempers cash-burn fears

Oracle topped Wall Street estimates for quarterly results and reported a smaller cash burn than expected, Reuters reported.

Read more → Reuters
🔭  Top Prospects
Capital One and JPMorgan bet that fighting Trump may be safer than settling

Reuters reports that Capital One and JPMorgan are betting that fighting President Donald Trump may be safer than settling as he pressures institutions he views as adversaries.

Read more → Reuters
$750 Million Note Sale Might Change The Case For Investing In Ally Stock (ALLY)

Ally Financial completed a US$750 million fixed-to-floating rate senior unsecured note offering priced at 100%, with a variable coupon and callable features, the report said.

Read more → Simply Wall Street
Fidelity Freedom 2035 Fund Q2 2026 Commentary (FFTHX)

Fidelity's target-date strategies gained in Q2 2026 amid market recovery, according to the Freedom 2035 Fund commentary.

Read more → Seeking Alpha

Stay informed, and we'll see you in the next edition.

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