Technology News

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

Chip Stocks Rally on Sustained AI Investment, Lifting Major Indexes
Technology Sarah Chen

Chip Stocks Rally on Sustained AI Investment, Lifting Major Indexes

Semiconductor stocks surged Friday, led by Nvidia and AMD, as forecasts point to robust industry growth and major tech firms maintain heavy capital expenditure.

AMD AMZN AVGO GOOGL INTC META MSFT NVDA
Oracle Shares Bounce Back Amid $20 Billion Equity Offering Plan
Technology Sarah Chen

Oracle Shares Bounce Back Amid $20 Billion Equity Offering Plan

Oracle's stock ended an eight-day losing streak, rising 4.65% to $142.82, as the company outlines a $20 billion share-sale program to fund cloud expansion. Investors are weighing dilution risks against growth needs.

ORCL AMD META NVDA
ASML Shares Surge on AI Spending Optimism, Dividend Date Nears
Technology Sarah Chen

ASML Shares Surge on AI Spending Optimism, Dividend Date Nears

ASML stock rallied sharply Friday, lifted by a rebound in chip stocks following Amazon's plans to boost AI capital expenditures. The company's interim dividend ex-date is set for February 9.

AMZN GOOGL NVDA
Micron Shares Surge on UBS Target Hike Amid HBM4 Supply Concerns
Technology Sarah Chen

Micron Shares Surge on UBS Target Hike Amid HBM4 Supply Concerns

Micron stock rose 3.1% to $394.69 after UBS raised its price target to $450, while Semianalysis cut its forecast for Micron's share of Nvidia's HBM4 supply to zero.

NVDA AMZN GOOGL MSFT META
Tencent Shares Decline Amid AI Security Concerns and Chip Supply Constraints
Technology Sarah Chen

Tencent Shares Decline Amid AI Security Concerns and Chip Supply Constraints

Tencent stock dropped 2% in Hong Kong trading, pressured by regulatory warnings over an AI agent and reported server CPU shortages from Intel and AMD affecting data center operations.

AMD INTC
Applied Digital Surges 25% Amid AI Infrastructure Rebound
Technology Sarah Chen

Applied Digital Surges 25% Amid AI Infrastructure Rebound

Applied Digital shares soared 25% Friday following a 250% revenue jump and new data center leases, as AI-related stocks recover.

APLD