Technology News
Technology stock news including AI, semiconductors, cloud computing, and software. Coverage of Big Tech earnings, product launches, and sector trends.
Gates Foundation's $1B AI Initiative: Vendor Impact Unclear
The Gates Foundation commits $1B over two years to expand AI access, but vendor revenue remains unspecified. The funds target health, education, agriculture, and underrepresented languages.
Oracle's New Layoffs Raise Questions Amid $2.8B Restructuring Plan
Oracle has initiated another round of layoffs, but the exact number of affected employees remains undisclosed. The company's restructuring plan now totals $2.8 billion, yet investors question the cost-saving impact amid heavy AI spending.
iPhone 20 Naming Speculation Persists Despite No Apple Confirmation
Apple has not announced an iPhone 20; the name stems from a 2025 analyst report. Recent design rumors lack official confirmation, but the iPhone Duo's launch offers real demand signals.
RTX 5090 Resale Prices Soar Past $9,000, But Nvidia's Earnings Still Led by Data Centers
GeForce RTX 5090 resale prices have surged to as high as $9,500, but Nvidia's latest quarter shows data centers driving 91.8% of revenue, making GPU scarcity a minor earnings factor.
Coherent's PhotonLink Debut Looms After 5.5% Share Decline
Coherent (COHR) will launch PhotonLink on Sept. 21 after a 5.5% share decline. With high revenue expectations, the event is a test of execution.
Xbox Cloud Gaming Caps: Microsoft's 4% Impact Claim Under Scrutiny
Microsoft's new Xbox cloud gaming caps affect 4% of Game Pass subscribers, but cancellation numbers remain undisclosed. MSFT shares stable.
No iOS 26.7: Apple's Release List Ends at 26.6.2, iOS 27 Takes Over
Apple has not issued an iOS 26.7 update; its release list ends at 26.6.2, with iOS 27 now the current major version. The missing number is a mix-up, not a missed update.
ASML Shares Slide 6% as AI Safety Debate Rattles Semiconductor Investors
ASML shares dropped 6% as AI safety debates sparked concerns about future chip demand. Investors now eye Q3 orders and capacity plans.
Meta Reintroduces AI Management Layers After Costly Layoffs
Meta is reportedly asking some AI employees to return to management roles, a reversal from its flat structure, following a costly layoff and amid massive capital spending.
Marvell's Bull Case Awaits Clarity at October Investor Day
Marvell (MRVL) rose 4% to $236.10 after Piper Sandler initiated with a $270 target. The next catalyst is Oct. 6 investor day, where management must show how AI-driven growth can persist.
AMD's 2027 Data-Center Goal Tied to $220B Server Market
AMD aims to more than double data-center revenue by 2027, targeting a $220B server market. Executives outlined the plan at Goldman Sachs conference.
iOS 27 Launch Set for Sept. 14, But AI Features Limited to Newer iPhones
Apple releases iOS 27 on Sept. 14, but advanced AI features like Siri AI are exclusive to iPhone 15 Pro and newer models, potentially driving upgrades and services revenue.