Technology News
Technology stock news including AI, semiconductors, cloud computing, and software. Coverage of Big Tech earnings, product launches, and sector trends.
Texas Instruments Retreats as Chip Stocks Slide Ahead of Inflation Data
Texas Instruments shares declined 1.4% to $223.34, reversing earlier gains as semiconductor stocks weakened ahead of key inflation data. The company's planned $7.5 billion acquisition of Silicon Labs remains in focus.
Lam Research Dips Amid Export Settlement, CPI and Applied Materials Results Loom
Lam Research shares declined slightly in volatile trading as the sector digested a major export-control settlement and awaited key inflation data and peer earnings.
Cloudflare Stock Consolidates Near $189 Following Strong Earnings, AI Outlook in Focus
Cloudflare shares held steady near $189 after a post-earnings surge, with investors weighing its AI-driven growth forecast against upcoming U.S. inflation data.
Oracle Shares Dip Despite Securing $88M Air Force Cloud Contract
Oracle stock edged lower despite announcing a major U.S. Air Force cloud contract and a CMS migration deal, as investor focus shifts to inflation data and cloud funding plans.
Palantir Shares Decline Despite Defense Cloud Approval and Airbus Partnership Renewal
Palantir Technologies stock fell 1.3% to $133.85 in Thursday trading, underperforming tech peers. The company secured new U.S. defense cloud authorizations and extended its Airbus Skywise partnership.
Micron Surges on HBM4 Shipment News Amid AI Memory Supply Crunch
Micron shares rose 5% after confirming HBM4 shipments, with CFO warning demand will outstrip supply beyond 2026. Analysts boosted price targets citing AI-driven constraints.
Meta Shares Dip Amid $10B AI Data Center Launch and Ackman's $2B Bet
Meta Platforms stock declined nearly 1% as the company began construction on a massive $10 billion Indiana data center, while Pershing Square disclosed a major stake. The tech giant anticipates capital expenditures to surge to $115–$135 billion in 2026.
Nvidia Gains on AI Data Center Expansion and Evolving China Export Policy
Nvidia shares advanced as Nebius Group announced a major data center investment and U.S. lawmakers indicated potential flexibility on certain chip exports to China.
VNET Shares Surge on Jefferies Upgrade, Power Capacity Expansion
VNET Group's stock rallied in premarket trading following a Jefferies Buy rating, driven by new power capacity in Ulanqab and potential hyperscaler contract. Investors await funding and customer updates ahead of the March earnings report.
Airtel Outpaces Jio in December Subscriber Gains as India's Broadband Tops 1 Billion
Bharti Airtel added 5.4 million wireless users in December, exceeding Reliance Jio's 3 million additions, while Vodafone Idea and BSNL lost subscribers. India's broadband user base crossed 1.01 billion.
Amazon's 5.3% Stake in BETA Technologies Fuels Pre-Market Scrutiny
BETA Technologies shares held steady in premarket trading Thursday after a 15.6% surge Wednesday, driven by an SEC filing revealing Amazon's 5.3% ownership stake. Some investors questioned whether the disclosure contained new information.
Lattice Semiconductor Holds Gains After Strong Forecast and Buyback Expansion
Lattice Semiconductor shares stabilized near $106 premarket after surging 16% on an upbeat revenue outlook and a $250 million share repurchase boost. Analysts raised price targets following the report.