Technology News
Technology stock news including AI, semiconductors, cloud computing, and software. Coverage of Big Tech earnings, product launches, and sector trends.
Alphabet Opens Googlebook Preorders, Testing Gemini in Premium Laptops
Alphabet began preorders for five Googlebook laptops starting at $899, a five-partner hardware push that brings Gemini and Android into premium PCs.
Meta Surges 11% as Amazon Blocks Muse Shopping Agent
Meta shares jumped 11.34% to $741.25 on heavy volume, even after Amazon blocked its Muse shopping agent, highlighting investor optimism ahead of Meta Connect.
Alibaba's 20-GW AI Ambition Tests Cash Flow as Shares Climb
Alibaba shares gained 2.3% after unveiling a 20-GW cloud capacity target by 2032, but heavy capex and negative free cash flow raise concerns about the cost of AI expansion.
Tencent Jumps 5.5% as AI Capex Hits Record; Buyback Lags
Tencent shares surged 5.5% in Hong Kong, outperforming the Hang Seng, as AI-driven capital spending hit RMB52.8B in Q2. Analysts remain divided on valuation.
Arm Stock Soars 17% on $2B AI CPU Demand, Valuation Questioned
Arm Holdings surged 17% to $321.83 after revealing over $2B in AGI CPU demand for fiscal 2027-2028. The rally pushed its market cap to $343B, but valuation concerns remain.
Intel Surges 14% Past Analyst Targets as AI Optimism Ignites Chip Rally
Intel shares surged 14% to $123.77, exceeding analyst targets, as AI-driven demand and strong Q2 results fueled a broad chip rally.
Facebook Users Report Global Access Issues; Meta Dashboard Shows No Disruption
Facebook users across nine countries reported access issues on Sunday, but Meta's business dashboard showed no service disruptions. Meta shares closed at $665.75 on Friday.
Beats Studio Pro Hits $149 at Walmart, Signaling Accessories Recovery
Walmart slashed Beats Studio Pro to $149, 57.4% off list. Apple's accessories growth is uneven, raising questions about pricing power.
Ciena Rebounds 4.3% on Ambitious 2029 Growth Targets
Ciena (CIEN) recovered 4.3% after setting 2029 targets that imply $14.1B revenue, with margin goals and analyst targets ranging widely.
Nvidia Rises 1.3% as CEO Projects Doubling Chip Shipments by 2027
Nvidia shares rose 1.3% Friday after CEO Jensen Huang predicted chip unit sales could double next year, though he didn't provide a specific shipment target.
Mature-node chips remain vital despite AI focus
Even as AI drives investment in cutting-edge chipmaking, mature-node chips remain essential for cars, medical devices, and industrial systems, presenting supply chain challenges and opportunities.
Chrome's Post-Quantum HTTPS Upgrade: Key Exchange Secured, Authentication Still Classic
Google Chrome enables quantum-resistant key exchange by default, but website authentication still relies on classical cryptography. Learn what this means for HTTPS security.