Technology News

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

Nvidia Reallocates TSMC Capacity from China-Bound H200 to Vera Rubin AI Platform
Technology Sarah Chen

Nvidia Reallocates TSMC Capacity from China-Bound H200 to Vera Rubin AI Platform

Nvidia has reportedly stopped manufacturing its H200 AI chips for the Chinese market, reallocating Taiwan Semiconductor Manufacturing Co. capacity to its next-generation Vera Rubin platform. The company holds U.S. licenses for limited H200 shipments to China, but no sales have occurred.

NVDA TSM
AWS Launches AI Platform to Automate Healthcare Administrative Tasks
Technology Sarah Chen

AWS Launches AI Platform to Automate Healthcare Administrative Tasks

Amazon's cloud division has unveiled Amazon Connect Health, an AI-driven platform aimed at reducing administrative burdens in healthcare by automating tasks like patient verification and clinical documentation. Early adopters report efficiency gains, with Amazon shares rising slightly on the news.

AMZN GOOGL CVS
AMD Partners with University of Toronto to Launch AI Research Hub Amid Intensifying Chip Competition
Technology Sarah Chen

AMD Partners with University of Toronto to Launch AI Research Hub Amid Intensifying Chip Competition

Advanced Micro Devices has launched a new artificial intelligence research laboratory in partnership with the University of Toronto, aiming to support 100 projects over three years. AMD shares surged approximately 6% in premarket trading following the announcement.

AMD NVDA INTC META XLK
Nokia Partners with Telia to Pioneer AI-Enhanced 5G Network Trials
Technology Sarah Chen

Nokia Partners with Telia to Pioneer AI-Enhanced 5G Network Trials

Nokia and Telia Finland are collaborating to develop and test AI-integrated radio access networks for 5G, aiming to improve performance and explore new revenue streams. The announcement coincides with a regulatory filing showing FMR LLC now holds over 5% of Nokia's shares.

XLK
Ondas Secures $20M Border Drone Contract, Stock Rises
Technology Sarah Chen

Ondas Secures $20M Border Drone Contract, Stock Rises

Ondas Holdings announced its Airobotics division received a $20 million initial purchase order as prime contractor for a national border-protection drone program, triggering development and phased deployment. The company's stock closed 4.9% higher.

ONDS
AppLovin Sees Upside to Gaming Ad Growth Target, Shares Rally
Technology Sarah Chen

AppLovin Sees Upside to Gaming Ad Growth Target, Shares Rally

AppLovin's CFO indicated the company's gaming advertising growth target of 20% to 30% may have upside potential, following a strong share price rally. The company also announced a major client successfully moved over 30 live games to its measurement platform.

APP
CXApp Stock Surges on Workplace Analytics Revealing High Desk No-Show Rates
Technology Sarah Chen

CXApp Stock Surges on Workplace Analytics Revealing High Desk No-Show Rates

Shares of workplace software provider CXApp Inc. rose approximately 10% in pre-market trading after the company released analytics showing high desk no-show rates at a large enterprise tech client. The data underscores ongoing challenges with office space utilization in hybrid work environments.

CXAI
Astera Labs CFO Warns of Margin Pressure as Insider Sale Filed
Technology Sarah Chen

Astera Labs CFO Warns of Margin Pressure as Insider Sale Filed

Astera Labs' finance chief warned of a 200-basis-point gross margin headwind beginning in the June quarter, citing product mix shifts and an Amazon warrant. Meanwhile, the company's general counsel sold $1.17 million in shares under a pre-arranged trading plan.

AVGO MRVL
Firefly Neuroscience Soars 126% on AI Brain-Scan Surge and Nvidia Partnership
Technology Sarah Chen

Firefly Neuroscience Soars 126% on AI Brain-Scan Surge and Nvidia Partnership

Firefly Neuroscience shares surged 126% following a massive expansion in its commercial brain-scan platform and a new AI initiative powered by NVIDIA hardware. The company reported a 33-fold increase in scan volumes to over 10,800 in 2025.

AIFF NVDA
Actelis Networks Soars on Caltrans Order Amid Nasdaq Compliance Moves
Technology Sarah Chen

Actelis Networks Soars on Caltrans Order Amid Nasdaq Compliance Moves

Actelis Networks shares skyrocketed 186.56% Wednesday following a Caltrans order for a San Mateo County highway project. The company also scheduled an April 13 shareholder vote on a reverse stock split and expanded share issuance to address Nasdaq listing requirements.

ASNS
IREN Partners with Sydney Swans, Cites Infrastructure Hurdles for Australian Data Centers
Technology Sarah Chen

IREN Partners with Sydney Swans, Cites Infrastructure Hurdles for Australian Data Centers

IREN has secured a sponsorship deal with the Sydney Swans as their Official AI Cloud Partner for the 2026 AFL season. The company, however, has not committed to constructing data centers in Australia, citing permitting and power connection challenges.

IREN
Trade Desk Shares Surge on OpenAI Ad Partnership Talks
Technology Sarah Chen

Trade Desk Shares Surge on OpenAI Ad Partnership Talks

Shares of The Trade Desk advanced in extended trading after reports surfaced that OpenAI has engaged in preliminary talks with the ad-tech company regarding advertising sales for ChatGPT. The stock closed at $25.17 and was indicated around $27.44 after hours.

TTD