Technology News
Technology stock news including AI, semiconductors, cloud computing, and software. Coverage of Big Tech earnings, product launches, and sector trends.
Arm Stock Soars 17% on $2B AI CPU Demand, Valuation Questioned
Arm Holdings surged 17% to $321.83 after revealing over $2B in AGI CPU demand for fiscal 2027-2028. The rally pushed its market cap to $343B, but valuation concerns remain.
Intel Surges 14% Past Analyst Targets as AI Optimism Ignites Chip Rally
Intel shares surged 14% to $123.77, exceeding analyst targets, as AI-driven demand and strong Q2 results fueled a broad chip rally.
Facebook Users Report Global Access Issues; Meta Dashboard Shows No Disruption
Facebook users across nine countries reported access issues on Sunday, but Meta's business dashboard showed no service disruptions. Meta shares closed at $665.75 on Friday.
Beats Studio Pro Hits $149 at Walmart, Signaling Accessories Recovery
Walmart slashed Beats Studio Pro to $149, 57.4% off list. Apple's accessories growth is uneven, raising questions about pricing power.
Ciena Rebounds 4.3% on Ambitious 2029 Growth Targets
Ciena (CIEN) recovered 4.3% after setting 2029 targets that imply $14.1B revenue, with margin goals and analyst targets ranging widely.
Nvidia Rises 1.3% as CEO Projects Doubling Chip Shipments by 2027
Nvidia shares rose 1.3% Friday after CEO Jensen Huang predicted chip unit sales could double next year, though he didn't provide a specific shipment target.
Mature-node chips remain vital despite AI focus
Even as AI drives investment in cutting-edge chipmaking, mature-node chips remain essential for cars, medical devices, and industrial systems, presenting supply chain challenges and opportunities.
Chrome's Post-Quantum HTTPS Upgrade: Key Exchange Secured, Authentication Still Classic
Google Chrome enables quantum-resistant key exchange by default, but website authentication still relies on classical cryptography. Learn what this means for HTTPS security.
Vantora Secures $100M to Fund Customer-Owned AI Ventures
Vantora, the venture builder formerly known as UP.Labs, raised over $100M from Silversmith Capital Partners to scale its model of customer-owned AI ventures.
Amazon Leo vs. Starlink: The Race to Orbit and Market Share
Amazon's satellite internet service, now called Amazon Leo, plans limited broadband by 2026 but faces a huge gap with Starlink's 9,600 satellites and 10.3 million subscribers.
Solid Power Pivots to Electrolyte Supply as BMW Tests Real-World Cells
Solid Power's BMW i7 prototype proves solid-state integration, but the company's real bet is on electrolyte supply and licensing as it scales a continuous production line.
Choosing the Right AI Inference Server: Triton, vLLM, SGLang and More
Selecting an AI inference server solely on benchmark speed can lead to production headaches. Here's how to match the right serving layer to your model fleet and infrastructure.