Technology News
Technology stock news including AI, semiconductors, cloud computing, and software. Coverage of Big Tech earnings, product launches, and sector trends.
Anduril Secondary Shares Command 40% Premium Amid $60B Valuation Buzz
Anduril shares are trading at a 40% premium in secondary markets as investors position ahead of a funding round that could value the defense-tech firm at $60 billion. Buy orders accounted for 97% of recent volume.
Nokia Shares Recover Amid Market Rebound, AI Strategy Faces Scrutiny
Nokia's stock gained 1% Monday, partially recovering from a nearly 4% decline on Friday. The company continues to push its AI and fiber networking strategy while facing margin pressures.
Micron's Massive Capex Plan Sparks Oversupply Fears, Stock Drops
Micron Technology shares declined 4.4% to $404.25 on Monday, pressured by investor concerns over its aggressive capital spending plans for 2026 and 2027, which could lead to a memory chip oversupply.
Tesla Gains on Terafab Chip Ambitions Amid Cost and Regulatory Pressures
Tesla stock advanced 3.7% to $381.42 following CEO Elon Musk's announcement of new chip fabrication facilities, though the automaker contends with escalating capital expenditures and persistent regulatory questions.
Palantir Surges on Pentagon AI Contract, Faces Valuation Scrutiny
Palantir Technologies shares climbed Monday following a key Pentagon AI contract formalization and a bullish analyst note, though Morgan Stanley highlighted valuation concerns.
IonQ's Revenue Lead Highlights Quantum Computing's Uneven Growth
IonQ's 2025 revenue reached $130 million, significantly exceeding D-Wave's $24.6 million and Rigetti's $7.1 million. The Defiance Quantum ETF (QTUM) holds over $3.5 billion in assets, though its direct holdings in U.S. quantum stocks remain below 3%.
Oklo Gains on Regulatory Milestones Amid Mounting Losses
Oklo shares climbed nearly 5% as investors balanced regulatory progress, including a key NRC license, against escalating financial losses detailed in its annual filing.
Nvidia Rises on Geopolitical Easing, but AI Leadership Concerns Persist
Nvidia shares advanced nearly 3% in premarket trading, buoyed by a drop in oil prices after geopolitical tensions eased. However, the AI chip leader continues to face scrutiny over its ability to maintain market share as competitors ramp up.
Rocket Lab Secures $190M Hypersonic Deal, Stock Slides on $1B Share Sale Plan
Rocket Lab shares declined premarket Monday following a record $190 million hypersonic test contract award and a new plan to potentially sell up to $1 billion in stock. The company's backlog now exceeds $2 billion.
Nvidia Dips 3% as Macro Fears Overshadow Major Amazon AI Chip Order
Nvidia shares declined 3.1% on Friday, closing at $172.70, as broader market anxieties offset news of a significant AI chip agreement with Amazon. The company's market capitalization settled near $4.53 trillion.
Archer Aviation Shares Drop Despite Federal eVTOL Program Inclusion
Archer Aviation shares declined 4.3% to $5.76, with market concerns over its financial losses and capital requirements outweighing news of its inclusion in a federal advanced air mobility program.