Technology News

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

Archer Aviation Names Marubeni as Halo Launch Partner, Order Value Undisclosed
Technology Sarah Chen

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.

ACHR
Dell Shares Climb on AI Server Margin Optimism After Super Micro's Strong Outlook
Technology Sarah Chen

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.

DELL SMCI HPE
Core AI Holdings Skyrockets 41% on HomeGPT Launch, Trading Volume Explodes
Technology Sarah Chen

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.

CHAI
MANE Secures Global ViaLeaf Reb M License; Specialty Sweetener Margins in Focus
Technology Sarah Chen

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.

INGR
Dell Shares Jump on AI Server Margin Optimism After Super Micro Update
Technology Sarah Chen

Dell Shares Jump on AI Server Margin Optimism After Super Micro Update

Dell Technologies (DELL) gained 5.7% in after-hours trading after Super Micro (SMCI) reported preliminary margins that beat expectations, boosting sentiment for AI server profitability.

DELL SMCI HPE HPQ GOOGL
Cerebras Shares Jump 17% as AI Chip Rally Meets Heavy Short Interest
Technology Sarah Chen

Cerebras Shares Jump 17% as AI Chip Rally Meets Heavy Short Interest

Cerebras shares surged 17% on Tuesday, leading AI chip gains, as short interest stood at 16.9% of float. The stock remains 33.6% below its IPO close.

AMD AVGO NVDA
Nvidia Edges Up on $4B Nebius Stake Disclosure
Technology Sarah Chen

Nvidia Edges Up on $4B Nebius Stake Disclosure

Nvidia shares gained 1.1% premarket after an SEC filing disclosed a $4.06 billion beneficial ownership stake in Nebius Group, primarily through warrants.

NVDA NBIS BMY GOOGL INTC
Marvell Stock Jumps 6.2% in Premarket as AI Growth Story Gains Traction
Technology Sarah Chen

Marvell Stock Jumps 6.2% in Premarket as AI Growth Story Gains Traction

Marvell shares jumped 6.2% in premarket trading Tuesday, recouping 39% of recent losses as AI-driven demand and strong financials boost investor sentiment.

MRVL SOXX GOOGL INTC
New Era Energy & Digital Stock Skyrockets 26% on AI Sector Momentum
Technology Sarah Chen

New Era Energy & Digital Stock Skyrockets 26% on AI Sector Momentum

Shares of New Era Energy & Digital (NUAI) soared 26.1% to $5.14, adding about $108 million in market value, as AI infrastructure deals from rivals lifted the sector.

NUAI IREN HUT
Microsoft Stock Rises as Azure Deepens AMD Chip Deal Ahead of $40B+ Capex Forecast
Technology Sarah Chen

Microsoft Stock Rises as Azure Deepens AMD Chip Deal Ahead of $40B+ Capex Forecast

Microsoft shares rose 2% after Azure expanded its AMD chip partnership, ahead of a forecast for over $40 billion in Q4 capital expenditures.

MSFT AMD NVDA GOOGL AMZN DB
IonQ Leads in Revenue Amidst Higher Quantum Competitor Valuations
Technology Sarah Chen

IonQ Leads in Revenue Amidst Higher Quantum Competitor Valuations

IonQ's Q1 revenue of $64.7M dwarfs Quantinuum and QUBT's combined $8.9M, yet their valuations surpass IonQ by 30%, highlighting a key divergence in quantum computing stocks.

IONQ QUBT PLTR
AST SpaceMobile Stock Dips After $1B Fundraise Highlights Launch Delay Risk
Technology Sarah Chen

AST SpaceMobile Stock Dips After $1B Fundraise Highlights Launch Delay Risk

AST SpaceMobile stock dropped 2.1% after a $1 billion fundraising highlighted a potential delay in its satellite launch. The company now targets early 2027 for 45 BlueBird satellites, revising its end-of-2026 goal.

ASTS VOD