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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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Nvidia's New AI PC Chip Drives 6% Surge, Challenges AMD and Intel
Technology Sarah Chen

Nvidia's New AI PC Chip Drives 6% Surge, Challenges AMD and Intel

Nvidia shares surged 6.26% after unveiling RTX Spark, a 1-petaflop AI chip for Windows PCs, lifting its market cap to $5.47 trillion and boosting the Nasdaq and S&P 500 to record highs.

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Amazon Stock Slips Despite Record Tech Benchmarks; AI Spending Under Scrutiny
Technology Sarah Chen

Amazon Stock Slips Despite Record Tech Benchmarks; AI Spending Under Scrutiny

Amazon shares dropped 3.5% Monday, trailing record highs in the Nasdaq and S&P 500, as investors focused on the company's massive AI-related capital expenditures.

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Keel Infrastructure Surges on AI Data Center Lease Prospects
Technology Sarah Chen

Keel Infrastructure Surges on AI Data Center Lease Prospects

Keel Infrastructure shares soared 7.39% to $6.10 as the company pivots from bitcoin mining to AI data centers, despite a 23% Q1 revenue drop. Liquidity of $533M supports lease targets at three campuses.

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Nvidia’s AI PC Chip Launch Sends Intel Shares Down 4.7%
Technology Sarah Chen

Nvidia’s AI PC Chip Launch Sends Intel Shares Down 4.7%

Intel shares plunged 4.7% as Nvidia's new RTX Spark AI PC chip targets Intel's stronghold, while Nvidia rose 6.3%. Intel's Computex news failed to calm investor concerns.

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Arista Networks Soars on AI Infrastructure Demand, Nears Record High
Technology Sarah Chen

Arista Networks Soars on AI Infrastructure Demand, Nears Record High

Arista Networks surged 7.65%, adding $15 billion in market cap, as investors bet on AI networking. Q1 revenue jumped 35.1% to $2.709 billion.

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POET Technologies Surges 17% Amid AI Orders, Lawsuit Deadline, and Marvell Impact
Technology Sarah Chen

POET Technologies Surges 17% Amid AI Orders, Lawsuit Deadline, and Marvell Impact

POET Technologies shares jumped 17% on heavy volume as law firms highlighted a June 29 lead-plaintiff deadline in a securities case. The rally follows a $50 million Lumilens order and $400 million financing, but legal and business risks persist.

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D-Wave Quantum Outlines Gate-Model Roadmap Targeting 100 Logical Qubits by 2032
Technology Sarah Chen

D-Wave Quantum Outlines Gate-Model Roadmap Targeting 100 Logical Qubits by 2032

D-Wave Quantum shares rose 1.2% to $30.50 after unveiling a gate-model roadmap targeting 100 logical qubits by 2032, with a 17-physical-qubit system planned for 2026.

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Marvell Technology Surges 9% on New AI Switch Chip and Strong Outlook
Technology Sarah Chen

Marvell Technology Surges 9% on New AI Switch Chip and Strong Outlook

Marvell Technology shares surged 9% to $223.36 after unveiling the Teralynx T100 switch chip for AI data centers. Fiscal Q1 revenue hit $2.418B, up 28%, with Q2 guidance of $2.70B.

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Uber Shares Surge on Nvidia Robotaxi Deal, European Expansion
Technology Sarah Chen

Uber Shares Surge on Nvidia Robotaxi Deal, European Expansion

Uber shares jumped 5.8% Monday after the company partnered with Nvidia and Autobrains for a robotaxi program in Munich, while new reports emerged of potential opposition to its Delivery Hero acquisition.

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Nvidia Surges on RTX Spark AI Chip, Pressuring Intel and AMD
Technology Sarah Chen

Nvidia Surges on RTX Spark AI Chip, Pressuring Intel and AMD

Nvidia shares jumped 6.2% to $224.27 after announcing RTX Spark, an AI chip for Windows PCs, intensifying competition with Intel, AMD, and Qualcomm.

NVDA INTC QCOM AMD MSFT
SanDisk Surges as Wall Street Lifts Target to $3,250 on AI-Driven NAND Demand
Technology Sarah Chen

SanDisk Surges as Wall Street Lifts Target to $3,250 on AI-Driven NAND Demand

Susquehanna boosted its SanDisk price target to $3,250, reflecting surging AI-driven demand for NAND memory. The company reported Q3 revenue of $5.95B, up 251%, and signed $42B in minimum revenue contracts.

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Twilio Shares Jump 14.7% on Raised Outlook, AI-Driven Growth
Technology Sarah Chen

Twilio Shares Jump 14.7% on Raised Outlook, AI-Driven Growth

Twilio shares surged 14.7% to $218.75 after raising its 2026 outlook and reporting Q1 revenue up 20% to $1.41 billion, driven by AI demand and gross-profit growth.

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