Technology News

Technology stock news including AI, semiconductors, cloud computing, and software. Coverage of Big Tech earnings, product launches, and sector trends.

POET Surges on $50M AI Optics Deal with Lumilens; Long Road to Production Ahead
Technology Sarah Chen

POET Surges on $50M AI Optics Deal with Lumilens; Long Road to Production Ahead

POET Technologies shares jumped 16% after securing a $50 million initial order from Lumilens for AI data-center optical engines, with potential cumulative purchases over $500 million.

POET
Alphabet's Global Bond Blitz Fuels AI Spending Spree
Technology Sarah Chen

Alphabet's Global Bond Blitz Fuels AI Spending Spree

Alphabet is tapping global bond markets with its first yen-denominated sale as part of a $60 billion debt push to fund AI expansion. Google Cloud revenue rose 63% last quarter.

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Richtech Robotics Surges Ahead of Chicago Robot Demos as RaaS Strategy Takes Center Stage
Technology Sarah Chen

Richtech Robotics Surges Ahead of Chicago Robot Demos as RaaS Strategy Takes Center Stage

Richtech Robotics shares surged 9.7% to $2.82 on Wednesday ahead of live robot demonstrations at the NRA Show in Chicago, as the company pivots to recurring revenue models despite a quarterly revenue dip.

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Innoviz Secures LiDAR Deals with Kela Technologies Ahead of Q1 Earnings
Technology Sarah Chen

Innoviz Secures LiDAR Deals with Kela Technologies Ahead of Q1 Earnings

Innoviz Technologies secures a framework deal with Kela Technologies for up to thousands of InnovizTwo LiDAR sensors for defense, plus a software agreement with an autonomous driving firm, ahead of Q1 earnings.

INVZ
Robo.ai Shares Rally 100% on NeuroStream Launch, But Questions Linger
Technology Sarah Chen

Robo.ai Shares Rally 100% on NeuroStream Launch, But Questions Linger

Robo.ai shares surged 100% after Neurovia AI launched NeuroStream, a video compression platform claiming 95% data reduction. The rally comes amid a $100M stock acquisition deal and a 92% revenue decline.

AIIO
Marvell Technology Soars on Analyst Upgrades Ahead of AI Networking Earnings
Technology Sarah Chen

Marvell Technology Soars on Analyst Upgrades Ahead of AI Networking Earnings

Marvell Technology shares jumped 8.18% to a 52-week high after analysts raised price targets above $200, driven by AI data-center networking demand. The company reports fiscal Q1 2027 earnings on May 27.

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Nvidia's China H200 Sales Stalled Despite US Approval
Technology Sarah Chen

Nvidia's China H200 Sales Stalled Despite US Approval

US regulators have cleared Nvidia to sell its H200 AI chips to major Chinese companies, but no shipments have occurred as Chinese buyers hold off under Beijing's guidance.

NVDA BABA TCEHY LVMUY JD LEN FOX GOOGL AMD
Nokia Stock Soars on Cisco’s AI Infrastructure Orders and New Product Launch
Technology Sarah Chen

Nokia Stock Soars on Cisco’s AI Infrastructure Orders and New Product Launch

Nokia shares jumped 10% in Helsinki after Cisco reported $5.3 billion in AI orders, fueling demand for network equipment. The company also launched AI tools and appointed a new mobile infrastructure president.

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Lightwave Logic Shares Surge on 2027 Production Deal Talks
Technology Sarah Chen

Lightwave Logic Shares Surge on 2027 Production Deal Talks

Lightwave Logic shares jumped 14% after announcing it is negotiating a supply and licensing deal for high-volume production in 2027. Q1 revenue rose 27% to $29,000, net loss widened to $6.3M.

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Nebius Shares Surge 15.6% on 684% Revenue Jump; $25B Capex Plan Unveiled
Technology Sarah Chen

Nebius Shares Surge 15.6% on 684% Revenue Jump; $25B Capex Plan Unveiled

Nebius shares jumped 15.6% after Q1 revenue surged 684% to $399 million. The AI cloud firm raised 2026 capex to $25 billion and started building AI facilities in Missouri and Pennsylvania.

NBIS META MSFT NVDA
HPE Stock Surges as Activist Investors Irenic Capital Join Elliott Management
Technology Sarah Chen

HPE Stock Surges as Activist Investors Irenic Capital Join Elliott Management

Hewlett Packard Enterprise shares rose 6% after activist investors Irenic Capital joined Elliott Management. HPE is integrating Juniper and launching new AI private-cloud tools.

HPE
Mobileye Shares Surge 14% on Strong Q1 Revenue and Raised Outlook
Technology Sarah Chen

Mobileye Shares Surge 14% on Strong Q1 Revenue and Raised Outlook

Mobileye shares surged 14% on Wednesday after the company reported a 27% jump in Q1 revenue, raised its 2026 outlook, and announced a $250 million buyback.

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