This Semiconductor Company Looks to Steal the Show in Q3

Another quarter, another beat, but the real story is still unfolding.

With margins climbing, guidance raised, and a content wave on deck, one semiconductor company is setting up for a breakout second half.

Add in additional tech movers lining up for potential earnings surprises, and you’ve got a week worth watching.

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Enterprise Software

IBM Puts AI on the Mainframe With a Security-First Upgrade 

IBM (NYSE: IBM) is giving its mainframe OS a major overhaul.

The company has unveiled z/OS 3.2, the latest version of its flagship operating system, engineered to integrate AI workloads directly into mission-critical enterprise data.

This release aligns closely with the new IBM z17 hardware, positioning the platform to meet modern demands, including real-time inference, fraud detection, and supply chain optimization.

At its core, z/OS 3.2 removes friction between AI and sensitive enterprise data.

Rather than offloading datasets to the cloud for processing, companies can now run both traditional and generative models in-house, boosting performance while reducing compliance risk.

Updates to NoSQL support also introduce native Python access, making z/OS more accessible to data teams.

For hybrid cloud use cases, z/OS 3.2 expands API access to both structured and unstructured mainframe data.

This eliminates the need for ETL workarounds, which often slow innovation and introduce errors.

IBM is also embedding more innovative workload management tools that predict usage spikes and automate resource balancing.

On the security side, the system now features built-in quantum-safe encryption and advanced threat detection layers.

These upgrades reflect a broader push to prepare for long-term cyber threats while maintaining reliability for high-stakes industries.

EV Infrastructure

Tesla Builds the First Supercharger Hub That Entertains While You Wait 

Tesla (NASDAQ: TSLA) has launched a new type of EV infrastructure hub in Los Angeles, blending charging, entertainment, and brand immersion into one retro-futuristic experience.

The newly opened Tesla Diner & Drive-In combines 80 of the company’s v4 Supercharger stalls with a dual-screen outdoor theater and integrated audio streaming that syncs directly with the vehicle.

The concept goes beyond adding amenities to a charging station.

With embedded tech features such as in-car audio for movies, robotics displays, and Tesla ecosystem interactivity, this launch transforms downtime into engagement time.

For Tesla, it’s a strategic move to deepen user touchpoints while reinforcing brand loyalty within the vehicle itself.

Rather than treating Superchargers as passive infrastructure, Tesla is positioning them as branded destinations.

The integration of digital screens, synchronized entertainment, and smart charging systems demonstrates how software and physical infrastructure can be merged to create new forms of customer interaction.

If replicated elsewhere, this could redefine expectations for EV charging design.

Instead of parking and waiting, drivers get an immersive, tech-forward experience tied to the Tesla environment.

The model may offer a blueprint for how charging networks can evolve beyond utility into platforms for services, commerce, and media.

As EV adoption scales, infrastructure innovation like this could shift how automakers design for time, attention, and digital integration in public spaces.

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Mobile Security

Google Strengthens BYOD Security with New Chrome iOS Update

Google (NASDAQ: GOOGL) is rolling out key updates to Chrome on iOS, introducing profile-level separation for work and personal accounts.

The move aligns with rising demand from companies managing hybrid devices under bring-your-own-device (BYOD) policies.

With the update, Chrome now allows users to switch between accounts on iPhones while keeping browser data siloed.

Each profile keeps its tabs, history, and saved passwords, ensuring that enterprise information remains isolated from personal browsing.

This mirrors similar capabilities already available on Chrome for Android and desktop platforms.

For IT teams overseeing managed Google Workspace environments, the update brings new enterprise-grade controls.

Companies can now enforce URL filtering for managed accounts and push mobile browser activity logs directly to the Admin console or a chosen SIEM system.

These features expand Google’s existing Chrome Enterprise toolkit into iOS, adding consistency across platforms.

The experience also includes a new onboarding flow for users signing in with managed accounts.

This onboarding makes it clear when users are operating within the corporate environment, providing both employees and administrators with greater clarity around data boundaries.

As mobile work continues to grow, especially on iOS devices, Google is strengthening its enterprise browser security by tightening the walls between personal and business use.

These updates reflect a broader trend of building secure productivity ecosystems on mobile without requiring separate devices.

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Everything Else

• The S&P 500 could see more upside if Big Tech and AI stocks continue to dominate earnings season over the next two weeks.

• A surge in paid subscribers and new bundling strategies could give Disney’s streaming unit room to run in the second half of the year.

• Figma’s long-awaited IPO filing has reignited debate over how to value software startups in a post-ZIRP market.

• Microsoft confirmed that a zero-day vulnerability in SharePoint allowed attackers to gain privileged access to sensitive enterprise systems.

• OpenAI has signed a new strategic partnership with the UK government focused on AI safety and the development of large language models for public services.