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