The latest Market Talks covering Technology, Media and Telecom. Published exclusively on Dow Jones Newswires at 4:20 ET, 12:20 ET and 16:50 ET.

1207 ET - Nvidia's new Open Agent Safety Platform is open source by design to allow outsiders to catch any mistakes, CEO Jensen Huang says. "We want this sandbox to be visible to the whole world so that if there are any vulnerabilities, somebody will find it," Huang says during an appearance on CNBC. "The industry will all be jumping in, looking at any possible vulnerabilities and patch it up." (kelly.cloonan@wsj.com)

1158 ET - Nvidia's CEO Jensen Huang says AI agents need more safeguards in place to prevent security threats. Huang draws parallels to the way that companies treat security when it comes to their human workers, allowing them access to only the files and tools they need to do their jobs and often requiring security badges. "You don't put an agent into an environment, into your company, and give it access to everything. We don't give that to people. We don't give that to any level of executive, in fact." he says during an appearance on CNBC. "We have to apply the same philosophy." (kelly.cloonan@wsj.com)

0935 ET - Capital Economics thinks the Treasury sell-off mainly comes from changes in near-term rate expectations. The 10-year yield is near its June 2007 high, and economist James Reilly says it reflects higher oil and a strong US economy more than AI debt issuance or fiscal concerns. He says in a note he expects the 10-year yield to "drop all the way to 4.25% by the end of 2027 as the Fed fails to tighten by as much as investors are discounting." He believes that while AI debt issuance will continue to be a source of upward yield pressure, the effect is smaller than headlines suggest and will be outweighed by changes in monetary policy expectations. As for fiscal concerns, he adds that there hasn't been any meaningful fiscal news lately to warrant the yield surge. (patrick.sheridan@wsj.com)

0823 ET - Nvidia is launching the largest-ever U.S. stock buyback. The chip maker says its board approved a $150 billion increase to its share-repurchase program, bringing its total authorization to $235 billion. The chip giant's new authorization eclipses the $110 billion stock buyback that Apple unveiled in May 2024. Nvidia ticks up 1.8% premarket. (kelly.cloonan@wsj.com)

0806 ET - Nvidia's board approved a $150 billion increase to its share-repurchase program, bringing the total authorization to $235 billion. The AI boom has fueled massive growth for Nvidia, driving up demand for its chips. "Our cash generation gives us the capacity to invest in the technologies that advance this transformation and return capital to shareholders," Chief Executive Jensen Huang says. "This authorization reflects our confidence in the long-term opportunity ahead." The company says it expects to execute the total remaining buyback program through fiscal year 2028. (kelly.cloonan@wsj.com)

0715 ET - Nvidia launched an open software platform aimed at testing and deploying AI agents while keeping them in a secure environment. The offering comes after agents from companies including OpenAI, Anthropic, Meta Platforms and Alphabet's Google went rogue in recent months, raising security concerns. Nvidia says recent security incidents have the same pattern, with agents circumventing security controls at the application layer to complete their assigned tasks. The incidents show that organizations need open, customizable tools that enforce more control over long-running agents, Nvidia says. "As we continue to discover the frontier of AI capabilities, we must accelerate discovery at the frontier of AI safety," Nvidia CEO Jensen Huang says. (kelly.cloonan@wsj.com)

0646 ET - Nvidia is doubling down on safety efforts to contain AI agents after a string of recent security incidents involving AI agents from other companies. The chipmaker is launching an open software platform for testing and deploying AI agents, with tools for developers to continuously monitor and govern AI behavior. The company says the software includes technology that can help address agents that move outside their boundaries.(kelly.cloonan@wsj.com)

0553 ET - Dassault Systemes is marked to continue underperforming as the French software company remains stuck in a low-growth cycle, Jefferies analysts write. With AI creating potential new entrants, Dassault should work harder to remain front of mind for customers, the analysts say, noting that "low levels of investment are unlikely to help," the analysts say. They add there is little in the macro backdrop to suggest an imminent recovery for Dassault. Jefferies reinstates coverage on the stock with an underperform rating and 16.00 euro price target. Shares are up 0.5% at 21.17 euros but are down 9.5% year to date. (joseph.wilkins@wsj.com)

0528 ET - GoTo Gojek Tokopedia shares could fall further, Citi Research analyst Ferry Wong says. The stock fell below the 50 rupiah floor Monday as Indonesia cut the minimum share price to 1 rupiah. Citi expects shares to fall to 37 rupiah on Tuesday and 32 rupiah on Wednesday, corresponding with the 15% limit a stock is allowed to drop in a session. There could be some buying Thursday when the price reaches around 28 rupiah, Wong says. The stock could also rebound on a potential share buyback by GoTo. Wong thinks the ride-hailing and delivery company can manage the lowered commission cap for two-wheeler deliveries in Indonesia, retaining a buy rating with a 95 rupiah target price. Shares end down 14% at 43 rupiah. (kimberley.kao@wsj.com)

0527 ET - ASM International is expected to report sales growth above consensus in the coming years as advanced logic and memory chips continue to drive demand for semiconductor-making equipment, UBS analysts write in a research note. They expect the Dutch group--which supplies chip makers with wafer processing equipment for the deposition of thin films--to log revenue growth of 36% next year against consensus of 29%, followed by 33% growth in 2028 against consensus of 19%. The analysts maintain a buy rating on the stock, but lift their price target to 1,325 euros from 1,275 euros. ASM International shares trade 0.2% lower at 842.60 euros. (mauro.orru@wsj.com)

0511 ET - Com7's 3Q sales momentum is likely to remain strong, says DBS Group Research's Nantika Wiangphoem in a note. The Thai IT product retailer's same-store sales growth is estimated at around 10% and compares with a low single-digit percentage gain in 1H, she says. The growth is likely due to higher product prices and healthy demand for iPhones, she adds. Meanwhile, gains in 4Q are likely to be supported by new iPhone products, she adds, noting that demand for the latest iPhone 18 series is outperforming its predecessor. DBS maintains a buy rating and 35.00 baht target price. Shares last at 30.75 baht. (megan.cheah@wsj.com)

0449 ET - ASML Holding has scope to increase its projections of how many chip-making machines it can produce in the coming years, UBS analysts write in a note to clients. The Dutch company said in July that it planned a 30% boost in the output of its deep ultraviolet and extreme ultraviolet machines in 2027 and another 30% in 2028. The analysts say ASML is likely to update those targets to above 30% to meet strong demand for artificial-intelligence chips. They also estimate ASML could guide for 2027 revenue year-on-year growth above 30%. ASML shares trade 0.6% lower at 1,513.20 euros.