Technology News
Technology stock news including AI, semiconductors, cloud computing, and software. Coverage of Big Tech earnings, product launches, and sector trends.
DoorDash Expands Food Tech with $300M Grubhub Campus Deal and $125M Wonder Investment
DoorDash announced a $300 million deal for Grubhub Campus Dining and a $125 million investment in Wonder, broadening its food-tech footprint.
Q/C Technologies Stock Soars 389% After Photonics Expert Named CTO
Q/C Technologies (QCLS) rebounded sharply after promoting Yossef Ehrlichman to CTO, erasing a 74% two-day collapse. The pre-revenue firm still faces funding and technical hurdles.
Nokia AI-RAN Trials Expand to Eight Carriers, Yet Monetization Remains Distant
Nokia names eight operators trialing its AI-RAN platform and reports 20% spectral efficiency gains, but revenue remains elusive with commercial rollout expected in 2027.
Salesforce, Nvidia Debut Koa AI Model in Early Agentforce Trials
Salesforce and Nvidia unveiled Koa, a CRM reasoning model, now in limited Agentforce pilots. A US rollout is expected by winter 2026, but pricing and revenue impact remain undisclosed.
Apple's iOS 27 Child Safety Features Boost Ecosystem Stickiness
Apple's new family controls in iOS 27 are a retention play, not a revenue generator. The features deepen ecosystem lock-in, supporting Services growth.
Salesforce Rolls Out Global Login Fix Amid Dreamforce Disruption
Salesforce is rolling out a fix for a major login failure that disrupted services globally during Dreamforce. The outage, still active, has caused delays and errors for many customers.
Intel and SK hynix Explore US Memory Chip Production Options
Intel and SK hynix are in preliminary talks about manufacturing memory chips in the US, including a lease at Intel's Ohio site or a cloud-backed venture.
AI Spending Debate Intensifies as Meta and Nvidia Push Back on Slowdown Calls
Zuckerberg and Huang dismiss coordinated AI pause, keeping spending cycle intact. Meta's capex guidance and Nvidia's data-center growth remain key tests.
Gates Foundation's $1B AI Initiative: Vendor Impact Unclear
The Gates Foundation commits $1B over two years to expand AI access, but vendor revenue remains unspecified. The funds target health, education, agriculture, and underrepresented languages.
Oracle's New Layoffs Raise Questions Amid $2.8B Restructuring Plan
Oracle has initiated another round of layoffs, but the exact number of affected employees remains undisclosed. The company's restructuring plan now totals $2.8 billion, yet investors question the cost-saving impact amid heavy AI spending.
iPhone 20 Naming Speculation Persists Despite No Apple Confirmation
Apple has not announced an iPhone 20; the name stems from a 2025 analyst report. Recent design rumors lack official confirmation, but the iPhone Duo's launch offers real demand signals.
RTX 5090 Resale Prices Soar Past $9,000, But Nvidia's Earnings Still Led by Data Centers
GeForce RTX 5090 resale prices have surged to as high as $9,500, but Nvidia's latest quarter shows data centers driving 91.8% of revenue, making GPU scarcity a minor earnings factor.