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.

Fair Isaac is dealing with two key negative developments, Deutsche Bank says. Analyst Faiza Alwy says FHFA director Bill Pulte indicated that competitor Vantage Score’s 20 point discount to FICO has been removed. Rocket Mortgage will become the first mortgage lender to use Vantage Score 4.0 as its preferred credit scoring model. Fair Isaac tumbles 27%.

Investors are underestimating the durability and breadth of AI spending, UBS analysts write. ASML, ASM International and Technoprobe are well-placed to benefit. ASML will likely raise its targets for capacity growth over 2027 and 2028, and raise revenue guidance to above 30%. ASML shares rise 3.8%, ASM International jump 5.4%, Technoprobe jump 7.6%.

Car Max is improving in-person and digital capabilities, implementing AI voice technology across all inbound calls. CEO Keith Barr says enhancements supported sales conversion. AI is driving a mild productivity upturn in Europe, Oxford Economics’ Leo Barincou says, with an upper-bound boost of 0.1% a year since 2023.

Oura is postponing its high-profile public debut, delaying its listing due to IPO market uncertainty. This follows Anthropic, Holtec Nuclear, and Bamboo Insurance delaying their IPOs.