Technology News
Technology stock news including AI, semiconductors, cloud computing, and software. Coverage of Big Tech earnings, product launches, and sector trends.
BlackBerry's QNX Growth Drives Stock, Valuation Scrutiny Ahead
BlackBerry's stock fell 10% after a QNX-driven earnings beat, leaving valuation and short interest as key factors for the week ahead.
Palantir Surges 14.5% on AI Deal and Analyst Upgrade
Palantir Technologies (PLTR) surged 14.5% in a holiday-shortened week, boosted by a new AI partnership with NVIDIA and a bullish analyst upgrade.
Nvidia's Valuation Stretch Challenges Dip Buyers Amid $119B Supply Commitments
Nvidia's stock lags the market despite strong earnings, as $119 billion in supply commitments and China restrictions test investors.
Falcon 9 Booster Transports Semiconductor Pods on Starlink Mission
SpaceX's latest Starlink launch doubled as a test for semiconductor production in space, carrying two Besxar Fabships on the Falcon 9 booster.
Corning Shares Tumble 11% as AI Fiber Demand Faces Investor Skepticism
Corning (GLW) shares dropped 10.81% Thursday amid profit-taking, even as AI data-center fiber demand remains robust. The stock is still up over 124% year-to-date.
Alibaba Shares Near 52-Week Low Despite Kling AI Investment
Alibaba shares in Hong Kong rose 5.1% for the week but remain near their 52-week low as the company joins Kuaishou's Kling AI funding round alongside Tencent and Baidu.
Nebius Faces New Risk as Meta Cloud Plans Emerge
Nebius shares dropped 5.92% on news Meta may build its own AI cloud, threatening a major contract. Two-day trading volume hit 54.83 million shares, about 25% of Nebius's Class A float.
Dell's Texas Move Sets $7.7B Bar for Shareholder Lawsuits
Dell's reincorporation in Texas includes a 3% ownership rule for derivative lawsuits, equating to about $7.7 billion. Shares dropped 7.27% to $394.32, despite strong AI server revenue.
Meta's $62B AI Cloud Deals at Risk as Internal Plans Evolve
Meta's potential cloud business threatens $62B in AI capacity deals with CoreWeave and Nebius, as investors weigh capex risks and neocloud stock selloffs.
Oracle's $638B AI Backlog Faces $95B Capex Challenge
Oracle (ORCL) reveals a $638 billion AI backlog, yet its $95 billion capex plan and negative free cash flow have investors questioning the funding strategy.