Technology News
Technology stock news including AI, semiconductors, cloud computing, and software. Coverage of Big Tech earnings, product launches, and sector trends.
Applied Optoelectronics Gains on Insider Sale Plan, Sets $250M ATM Offering
Applied Optoelectronics shares advanced 2.9% to $98.07 after a director disclosed plans to sell up to 102,347 shares. The company also established a $250 million at-the-market stock offering program.
Applied Materials Recovers as Chipmakers Demand Timely Tool Deliveries
Applied Materials shares recovered 1.9% Wednesday, partially offsetting a 5.6% decline from the prior session. A company executive noted chipmakers are pressing for on-schedule equipment deliveries amid strong demand.
Oracle Cloud Disruption Impacts TikTok Ahead of Key Earnings Report
A service disruption in Oracle's US East cloud region caused posting delays for TikTok users this week, highlighting ongoing reliability challenges. The incident occurs just days before Oracle's fiscal Q3 earnings release.
Intel Stock Rises on Board Chair Transition and Infosys AI Alliance
Intel's stock climbed 4.6% to $45.08 following news of board chair Frank Yeary's planned retirement and an expanded AI collaboration with Infosys aimed at accelerating enterprise adoption.
Netflix Secures Live-Streaming Tech Deal, Upgraded by JPMorgan
Netflix has entered a multi-year agreement with Ateme for its TITAN Live transcoder to bolster live streaming capabilities. The stock gained about 1% after JPMorgan upgraded it to overweight with a $120 price target.
AMD Assures Sufficient CoWoS Supply for AI Chip Ramp, Shares Gain
AMD CEO Lisa Su stated the company has secured enough CoWoS advanced packaging capacity to support high-volume shipments of rack-scale AI systems in the second half of 2026, coinciding with its MI450 chip ramp. Shares climbed 3.1% to $196.91.
Alphabet in Spotlight: White House AI Power Pledge and Waymo Safety Probe
Alphabet navigates dual challenges as Google joins a White House pledge on AI energy costs and Waymo faces a new safety investigation. Shares edged higher in early trading.
CISA Mandates Federal Patch for Critical Broadcom VMware Flaw
U.S. cybersecurity authorities have mandated federal agencies patch a critical command-injection vulnerability in Broadcom's VMware Aria Operations software by March 24. Broadcom has released patches but cannot confirm reports of active exploitation.
VCIG Stock Volatile After Launch of Malaysia's First NVIDIA AI Center
VCI Global Limited saw its stock surge then retreat after announcing the launch of Malaysia's first NVIDIA-powered AI GPU Computing Center and its Intelli-X enterprise language model platform.
Lumentum Shares Stabilize After Nvidia's $2 Billion AI Optics Deal
Lumentum Holdings shares found firmer footing after initial volatility triggered by Nvidia's substantial investment and purchase commitment for advanced optical components. Market attention now shifts to the company's upcoming investor briefing for expansion specifics.
Apple's $599 MacBook Neo Launch Fails to Ignite Stock Momentum
Apple's stock saw minimal movement, gaining just 0.1% to $263.94, following the introduction of its most affordable laptop, the $599 MacBook Neo. Wall Street is assessing the trade-off between expanding market share and potential margin compression.