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The tech companies, chips and platforms moving indexes and reshaping the economy.

UK watchdog moves to rein in Microsoft's business software dominance
Tech

UK watchdog moves to rein in Microsoft's business software dominance

The UK's Competition and Markets Authority says Microsoft's business software could be designated as having 'strategic market status,' openi

Marcus Devlin ·
AI stocks face a reality check as big tech earnings loom
Tech

AI stocks face a reality check as big tech earnings loom

After a huge run, AI stocks are pulling back as earnings season arrives. Meta's results and data center spending updates will show whether t

Eleanor Whitfield ·
Toyota adopts Tesla-style gigacasting for Lexus EVs in China
Tech

Toyota adopts Tesla-style gigacasting for Lexus EVs in China

Toyota is testing Tesla-style gigacasting for its Lexus electric vehicles, with trials underway in Japan. The automaker plans to use the one

Eleanor Whitfield ·
Tencent tightens AI controls after agents hit Alibaba's Amap
Tech

Tencent tightens AI controls after agents hit Alibaba's Amap

Tencent said AI agents used to test third-party models made unintended web requests, including thousands of attempts to pull data from Aliba

Marcus Devlin ·
Taiwan backs $2-4B Texas industrial park to bring AI suppliers to US
Tech

Taiwan backs $2-4B Texas industrial park to bring AI suppliers to US

Taiwan is backing a plan to build US industrial parks, starting in Texas, so smaller electronics suppliers can set up near Nvidia and other

Eleanor Whitfield ·
Netflix Names Disney Veteran Peter Rice as Chief Content Officer
Tech

Netflix Names Disney Veteran Peter Rice as Chief Content Officer

Netflix has appointed Disney veteran Peter Rice as its next chief content officer, starting October 26. He succeeds Bela Bajaria, who oversa

Marcus Devlin ·
Bolt Graphics Seeks $100M to Build GPUs Outside the AI Chip Race
Tech

Bolt Graphics Seeks $100M to Build GPUs Outside the AI Chip Race

Bolt Graphics is raising roughly $100 million at a $700 million valuation to build its Zeus GPU for scientific computing and professional gr

Eleanor Whitfield ·
Anthropic IPO Math Shifts as Investors Weigh $1.5 Trillion Valuation
Tech

Anthropic IPO Math Shifts as Investors Weigh $1.5 Trillion Valuation

Investors are now floating a $1.5 trillion valuation for Anthropic's upcoming IPO, down from $2 trillion, after the company revealed Q3 reve

Eleanor Whitfield ·
Bank of America Says CoreWeave's Power Deals Ease AI Funding Fears
Tech

Bank of America Says CoreWeave's Power Deals Ease AI Funding Fears

Bank of America argues CoreWeave's leasing model and prepayment structure lower the risk of financing its huge power build-out. The note fol

Marcus Devlin ·
EU Fast-Tracks Satellite Merger as Chip Stocks Slip on TSMC Margin Worries
Tech

EU Fast-Tracks Satellite Merger as Chip Stocks Slip on TSMC Margin Worries

The EU is accelerating antitrust approval for Project Bromo, a satellite merger of Leonardo, Airbus and Thales aimed at competing with Space

Eleanor Whitfield ·
Anthropic Opens Claude Safety Reviews to Outside Group METR
Tech

Anthropic Opens Claude Safety Reviews to Outside Group METR

Anthropic is letting the nonprofit METR take a deeper look inside safety testing for its Claude AI models. METR staff get employee-like acce

Marcus Devlin ·
Volvo and Nvidia expand partnership to push hands-free driving
Tech

Volvo and Nvidia expand partnership to push hands-free driving

Volvo Cars and Nvidia are deepening their partnership to develop advanced driver-assistance systems, starting with supervised driving and ai

Marcus Devlin ·