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

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Intel's $23B Share Sale Bolsters Cash Reserves
Technology Sarah Chen

Intel's $23B Share Sale Bolsters Cash Reserves

Intel completed a $23 billion share offering, boosting its share count by 4.8%. The stock closed at $102.50, 7.9% above the offer price, despite a 2% dip on Friday.

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Nokia ADRs Surge 15% as AI Order Backlog Spurs Investor Optimism
Technology Sarah Chen

Nokia ADRs Surge 15% as AI Order Backlog Spurs Investor Optimism

Nokia's ADRs rose 15% this week, fueled by a €2.8 billion AI order backlog. About half is expected to convert to revenue in the next year.

CSCO
Quantinuum Stock Slides 5.5% as Valuation Hits 567x Sales
Technology Sarah Chen

Quantinuum Stock Slides 5.5% as Valuation Hits 567x Sales

Quantinuum (QNT) dropped 5.5% on Friday despite strong Q2 earnings and new partnerships. The stock's valuation of $17.02 billion equals 567x 2026 sales.

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Intel Stock Rises 3.6% After $20B Offering, Dilution Weighs
Technology Sarah Chen

Intel Stock Rises 3.6% After $20B Offering, Dilution Weighs

Intel shares rose 3.6% after a $20B share offering, which brings 4.2% dilution. Analysts see 13.7% upside, but capital intensity remains a concern.

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Salesforce Gains 2% as JPMorgan Sets $250 Target, Citing AI Growth
Technology Sarah Chen

Salesforce Gains 2% as JPMorgan Sets $250 Target, Citing AI Growth

Salesforce (CRM) climbed almost 2% after JPMorgan initiated coverage with Overweight and a $250 target, suggesting a 29% gain and a potential $46 billion valuation increase.

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Dell Shares Surge as Lenovo's AI Results Signal Robust Server Demand
Technology Sarah Chen

Dell Shares Surge as Lenovo's AI Results Signal Robust Server Demand

Dell (DELL) gains 4% premarket as Lenovo's AI revenue surge confirms strong server demand, with shares trading above the average analyst target.

DELL HPQ
Dell Stock Rises 5% on AI Server Demand, But Margin Squeeze Lingers
Technology Sarah Chen

Dell Stock Rises 5% on AI Server Demand, But Margin Squeeze Lingers

Dell shares rallied 5% on strong AI server demand signals from peers, yet a 3.5-point gross margin drop raises profitability concerns as AI revenue reaches 37% of total.

DELL CRWV SMCI
Sandisk Soars 8% on AI Flash Breakthrough Ahead of Investor Day
Technology Sarah Chen

Sandisk Soars 8% on AI Flash Breakthrough Ahead of Investor Day

Sandisk (SNDK) surged 8.3% to $1,376.63 after launching a faster 2Tb QLC flash for AI. Investor Day on Thursday will scrutinize earnings durability.

SNDK MU
Micron Surges 6% as AI Demand Drives $63B Value Jump
Technology Sarah Chen

Micron Surges 6% as AI Demand Drives $63B Value Jump

Micron shares climbed 6.45% to $924.50, adding $63 billion in market cap, as AI infrastructure earnings lifted chip stocks. The stock remains 26% below its peak.

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IREN Shares Jump 9% as CoreWeave's Strong Results Boost AI Infrastructure Stocks
Technology Sarah Chen

IREN Shares Jump 9% as CoreWeave's Strong Results Boost AI Infrastructure Stocks

IREN shares jumped 9% after CoreWeave's strong earnings boosted AI infrastructure stocks. The company aims to expand capacity 160-fold to 480 MW by 2026.

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Nvidia Stock Edges Up on $500B AI Financing Plan with $125B Backstop
Technology Sarah Chen

Nvidia Stock Edges Up on $500B AI Financing Plan with $125B Backstop

Nvidia (NVDA) shares climbed 0.66% in premarket trading following a $500 billion AI infrastructure financing plan, with the company potentially guaranteeing up to $125 billion.

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Nvidia Unveils $500B Financing Strategy to Ease AI Infrastructure Costs
Technology Sarah Chen

Nvidia Unveils $500B Financing Strategy to Ease AI Infrastructure Costs

Nvidia (NVDA) announced a $500B financing initiative with six partners to help customers afford AI infrastructure. The plan could include up to $125B in support from Nvidia itself.

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