Technology News
Technology stock news including AI, semiconductors, cloud computing, and software. Coverage of Big Tech earnings, product launches, and sector trends.
Micron Rebounds 4.6% as Contrasting Valuations Spark Debate Amid AI Memory Boom
Micron shares bounced 4.6% on Monday, approaching $888. The rally comes as Q4 annualized EPS trades at 7.2x, while Q3 adjusted free cash flow shows a 13.9x multiple.
SpaceX in Talks with Pentagon for Multibillion-Dollar AI Data Center Deal
SpaceX (SPCX) is in talks with the Pentagon for a multibillion-dollar data center deal to support military AI, as Q1 figures show AI consumes 76.4% of capex but contributes just 17.4% of revenue.
CXL Memory Battle Opens New AI Growth Path, Revenue Timelines Uncertain
Samsung and SK hynix shares dropped over 4% amid CXL memory updates that hint at AI growth, though commercial deployment remains behind schedule.
Alibaba Unveils Qwen3.8-Max-Preview AI Model Amid Apple Partnership Hopes
Alibaba (BABA) introduced Qwen3.8-Max-Preview on Sunday, a 2.4 trillion parameter AI model. ADRs ended the week up 2.35% after an Apple approval surge, but half of Wednesday's gains were lost by Friday's close.
United Airlines Tech Glitch Raises Fresh Risk Warnings After 8% Stock Slide
United Airlines (UAL) experienced a reservation system outage on Saturday, impacting check-in and ticketing operations. The incident follows an 8.4% weekly stock decline, heightening scrutiny of technology risks.
NVDA Outperforms Peers Despite Nearly $200B Market Cap Loss
NVIDIA shares fell 3.9% last week, losing nearly $200B in market cap, but outperformed the broader chip sector as the PHLX Semiconductor Index dropped 10%.
Super Micro Holds Steady Amid Funding Scrutiny and $39B AI Order Book
SMCI shares edged up 1.5% to $25.04, with a $39 billion AI order book facing skepticism over order cancelability and potential dilution from a June funding deal.
Broadcom Bounces Back After VMware Deal Boosts Margins
Broadcom shares rebounded 0.5% after an early 4.4% decline, buoyed by strong software margins from the VMware acquisition and a new contract with Standard Chartered.
