Woody's AI & Software Happy Hour: AI News Flow Remains Front & Center

研报英文原文证据摘录

Woody's AI & Software Happy Hour: AI News Flow Remains Front & Center

TD SECURITIES (USA) LLC SECTOR NOTE

July 2, 2026

■Software Woody's AI & Software Happy Hour: AI News

Flow Remains Front & Center

Derrick Wood, CFA THE TD COWEN INSIGHT

415 646 7370

Highlights: 1) KVYO Launches Composer AI in Public Beta, Added to Russell Indexes; 2) MSFT

derrick.wood@tdsecurities.com

Signs 20-Yr Chevron Power Deal, Completes First Mt Pleasant DC, July Layoffs Coming; 3)

Andrew Sherman, CFA Nokia to Migrate SAP S/4HANA to Azure; SAP Restricts Hiring & Travel; 4) Anthropic Re-Release

617 946 3728 Mythos/Fable, Launches Claude Tag; & 5) OpenAI To Slow-Roll GPT-5.6 Release, Unveils

andrew.sherman@tdsecurities.com

Custom Jalapeño Chip; Weighs Delaying IPO.

Cole Erskine

646 562 1467 Coverage News

cole.erskine@tdsecurities.com

■ADBE Expands Creative Agent Across Firefly and Creative Cloud; To Acquire Topaz Labs;

Jared Jungjohann Prime Day Spend Up 9.3% Y/Y

646 562 1416

jared.jungjohann@tdsecurities.com ■DDOG Acquires Adaptive ML to Build In-House AI Research

■DOMO CTO Resigns Amid Strategic Alternatives Process

■FROG Joins Russell 3000 Index

■GTLB Research Finds AI Code Outpacing Governance

■KVYO Launches Composer AI in Public Beta; Added to Russell Indexes

■MSFT Signs 20-Year Chevron Power Deal for Texas AI Datacenter; Completes First Mount

Pleasant AI Datacenter; Brings Anthropic Claude Models to GA in Foundry on GB300s;

Raises Xbox Prices Again; Reportedly Plans More Layoffs in July

■NOW Expands Google Cloud Alliance With HCLTech; NOW and Accenture Target Legacy

Risk Platforms

■ORCL Expands Partnersship With OpenAI on OCI; Headcount Down ~13% Y/Y

■PD Names Eric Prengel CFO

■Nokia to Migrate SAP S/4HANA Deployment to Azure; SAP Reportedly Restricts Hiring and

Travel to Fund AI Push