Technology News
Technology stock news including AI, semiconductors, cloud computing, and software. Coverage of Big Tech earnings, product launches, and sector trends.
AMD Stock Falls 2.3% on Helios AI Rack Production News, Despite Pre-Event Rally
AMD shares fell 2.29% to $539.69 after Helios AI rack production news, despite a prior 11.4% rally. Revenue from Helios is not expected until late Q3, with OpenAI's broad rollout later in 2026.
UiPath Shares Tumble 11% on AI Spending Slowdown Fears
UiPath shares dropped 11.1% on Wednesday after an industry warning raised concerns about AI-driven purchasing delays, with the company's Q2 ARR outlook signaling a 38% sequential slowdown.
Aurora Innovation Surges on 1,000-Truck Production Target
Aurora Innovation shares rose 4.8% after the company announced a goal of reaching a 1,000-truck annual production run-rate by year-end, highlighting robust order momentum.
Rigetti Computing's Strong Cash Position Offsets Steep Revenue Multiple
Rigetti Computing shares rose 7.7% since Friday, outperforming quantum peers, as its $569M cash reserve highlights a 290x sales multiple.
Amazon Narrows AGI Team, Focuses on $200B Capex ROI
Amazon reduced headcount in its AGI unit, signaling a more selective approach to AI investments as it manages a $200 billion capex plan.
Archer Aviation Names Marubeni as Halo Launch Partner, Order Value Undisclosed
Archer Aviation has named Japan's Marubeni as the launch partner for its Halo aircraft, but did not disclose the order value after a 20% stock surge.
Dell Shares Climb on AI Server Margin Optimism After Super Micro's Strong Outlook
Dell Technologies shares gained after Super Micro's stronger-than-expected margins fueled optimism about AI server profitability. Dell's AI backlog stands at $51.3 billion.
Core AI Holdings Skyrockets 41% on HomeGPT Launch, Trading Volume Explodes
Core AI Holdings (CHAI) shares surged 41% to $0.55 after announcing HomeGPT, with trading volume reaching 7 times the June non-affiliate share count.
MANE Secures Global ViaLeaf Reb M License; Specialty Sweetener Margins in Focus
MANE has secured exclusive global rights to ViaLeaf Reb M, a premium stevia sweetener. The deal highlights specialty sweetener margins, with Ingredion (INGR) as the closest public peer.
