Technology News

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

CISA Mandates Federal Patch for Critical Broadcom VMware Flaw
Technology Sarah Chen

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.

AVGO
VCIG Stock Volatile After Launch of Malaysia's First NVIDIA AI Center
Technology Sarah Chen

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.

VCIG NVDA
Lumentum Shares Stabilize After Nvidia's $2 Billion AI Optics Deal
Technology Sarah Chen

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.

LITE NVDA
Apple's $599 MacBook Neo Launch Fails to Ignite Stock Momentum
Technology Sarah Chen

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.

AAPL QQQ XLK
Nvidia Commits $4 Billion to Secure AI Data Center Optics Supply
Technology Sarah Chen

Nvidia Commits $4 Billion to Secure AI Data Center Optics Supply

Nvidia is investing $4 billion across optics suppliers Lumentum and Coherent to secure long-term capacity for photonic components essential for next-generation AI data centers. The deals include multi-billion dollar purchase commitments and support for U.S. manufacturing expansion.

NVDA LITE COHR AMD
Intel Board Chair Exits as CEO Tan Drives Foundry Turnaround
Technology Sarah Chen

Intel Board Chair Exits as CEO Tan Drives Foundry Turnaround

Intel's board chair Frank Yeary will retire after the May 13 annual meeting, with director Craig Barratt taking over. The leadership change comes as CEO Lip-Bu Tan executes a manufacturing-focused turnaround.

INTC TSM AMD NVDA
Palantir Gains on Analyst Target Boost Amid Defense AI Shifts and Legal Scrutiny
Technology Sarah Chen

Palantir Gains on Analyst Target Boost Amid Defense AI Shifts and Legal Scrutiny

Palantir shares advanced in premarket trading following a price target increase to $200 by Rosenblatt Securities. The move comes as U.S. defense agencies restrict rival AI tools and a new lawsuit alleges fraud.

PLTR
Ondas Invests $10M in World View for High-Altitude ISR Partnership
Technology Sarah Chen

Ondas Invests $10M in World View for High-Altitude ISR Partnership

Ondas Holdings has made a $10 million strategic investment in World View Enterprises, forming a partnership to create multi-domain ISR solutions. The collaboration aims to merge World View's stratospheric balloons with Ondas' drone and counter-drone technology.

ONDS
Workday Shares Rebound on CEO Equity Grant After February Slump
Technology Sarah Chen

Workday Shares Rebound on CEO Equity Grant After February Slump

Workday shares climbed approximately 7% in early trading Wednesday, recovering some losses after a recent decline. The move followed regulatory disclosures of new performance stock unit awards for top executives, including CEO Aneel Bhusri.

WDAY
Snowflake Partners with EY on AI Sales Platform, Embraces Lower Margins for Growth
Technology Sarah Chen

Snowflake Partners with EY on AI Sales Platform, Embraces Lower Margins for Growth

EY has introduced an AI-powered sales platform developed in collaboration with Snowflake and Canva. Snowflake executives, speaking at an investor conference, emphasized their commitment to AI, accepting lower initial profit margins to drive adoption.

SNOW
Pinterest Secures $1B Elliott Investment, Launches $3.5B Buyback
Technology Sarah Chen

Pinterest Secures $1B Elliott Investment, Launches $3.5B Buyback

Pinterest announced a $1 billion strategic investment from activist investor Elliott Investment Management alongside a new $3.5 billion share buyback authorization. The company's stock rose nearly 5% in early trading following the news.

PINS META GOOGL
Toast Projects Accelerated Restaurant Growth for 2026 Amid AI Rollout
Technology Sarah Chen

Toast Projects Accelerated Restaurant Growth for 2026 Amid AI Rollout

Toast anticipates adding more net new restaurant locations in 2026 than in 2025, with executives highlighting growth from enterprise clients and the new Toast IQ AI platform. Shares gained 0.9% premarket.

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