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

ASML breaks ground on Dutch mega campus for 20,000 workers
Tech

ASML breaks ground on Dutch mega campus for 20,000 workers

ASML has broken ground on a massive new campus near Eindhoven, the Netherlands, designed to hold up to 20,000 workers. The expansion is a be

Marcus Devlin ·
Apple's next CEO faces two big tests: foldable iPhone and smarter Siri
Tech

Apple's next CEO faces two big tests: foldable iPhone and smarter Siri

Apple's incoming CEO John Ternus is under pressure to deliver a foldable iPhone and a modernized Siri. Analysts see the foldable as a potent

Eleanor Whitfield ·
ASML pushes bigger masks for High NA EUV to handle AI chips
Tech

ASML pushes bigger masks for High NA EUV to handle AI chips

ASML is working with major chipmakers to adopt 12-inch masks for its next-generation High NA EUV lithography systems. The move targets the h

Marcus Devlin ·
Anthropic walks away from $6B Decart AI acquisition talks
Tech

Anthropic walks away from $6B Decart AI acquisition talks

Anthropic has pulled out of talks to acquire Decart AI in a deal reportedly worth about $6 billion. The decision comes as the Claude chatbot

Eleanor Whitfield ·
Nvidia-backed Firmus lands OpenAI as anchor customer in Malaysia
Tech

Nvidia-backed Firmus lands OpenAI as anchor customer in Malaysia

Nvidia-backed data center developer Firmus has signed OpenAI as an anchor customer for two Malaysian facilities. The multi-year deal pushes

Marcus Devlin ·
Apple's first foldable iPhone could mark Ternus era and revive a struggling market
Tech

Apple's first foldable iPhone could mark Ternus era and revive a struggling market

Apple's 'Surprise and Shine' event could debut its first foldable iPhone, the iPhone Ultra, marking the start of CEO John Ternus's era. The

Eleanor Whitfield ·
AI memory demand drives up gadget prices, ending years of falling costs
Tech

AI memory demand drives up gadget prices, ending years of falling costs

AI's spending boom is driving up memory chip prices, and consumers are feeling it. DRAM prices have quintupled in a year, pushing up gadget

Marcus Devlin ·
Berenberg lifts Soitec target on AI-driven Photonics-SOI growth
Tech

Berenberg lifts Soitec target on AI-driven Photonics-SOI growth

Berenberg raised its price target for Soitec to €135 after the company guided for Photonics-SOI revenue to grow 2.5-3 times by 2027. The gro

Eleanor Whitfield ·
Wistron raises $1.48B via global depositary shares to fund AI-driven expansion
Tech

Wistron raises $1.48B via global depositary shares to fund AI-driven expansion

Wistron, a key Nvidia supplier, is raising up to $1.48 billion by selling global depositary shares overseas at a 4%-5.8% discount. The funds

Marcus Devlin ·
Huawei launches Mate XT2 foldable with in-house chip as Apple event nears
Tech

Huawei launches Mate XT2 foldable with in-house chip as Apple event nears

Huawei unveiled the Mate XT2 foldable, powered by its own Kirin 9050 Pro chip, as it defends a 22.6% share of China's smartphone market. The

Eleanor Whitfield ·
Nscale lines up $3.5B ahead of IPO, with Nvidia in talks for $2B
Tech

Nscale lines up $3.5B ahead of IPO, with Nvidia in talks for $2B

Nscale, an AI compute provider, is lining up about $3.5 billion ahead of a possible IPO. The funding includes convertible notes led by Third

Marcus Devlin ·
Samsara's AI tools gain traction with big customers, RBC raises outlook
Tech

Samsara's AI tools gain traction with big customers, RBC raises outlook

RBC Capital Markets raised its fiscal 2027 revenue growth forecast for Samsara to 26% from 24% after seeing a more than fourfold jump in usa

Marcus Devlin ·