Tech
The tech companies, chips and platforms moving indexes and reshaping the economy.
Apple reshuffles leadership as CFO Parekh takes on more, Ternus set for CEO
Apple is tweaking its C-suite. CFO Kevan Parekh will take over corporate services from Luca Maestri, and hardware chief John Ternus is being
AI was supposed to kill cybersecurity stocks. It's doing the opposite.
AI tools that can find and patch software flaws were expected to gut cybersecurity stocks. Instead, the sector is proving resilient. Here's
Chinese AI Stocks: Why Model Quality Isn't Enough for Investors
China's AI models have caught up technologically, but model-makers may not capture the value. Investors should watch monetization, competiti
Nvidia's $35B Anthropic-Lambda Deal Shows Chipmaker's Growing Financial Power
Anthropic's $35 billion compute deal with Lambda is another example of Nvidia acting as a financier, not just a chipmaker. The arrangement h
TCL sues Samsung over Mini LED TV marketing claims
TCL has filed a lawsuit against Samsung, claiming the company marketed certain 'M Model' TVs as Mini LED when they were actually standard LE
10x Genomics: spatial biology soars while single-cell stalls
RBC Capital Markets initiated coverage of 10x Genomics, highlighting a split story: its spatial biology tools lead with over 60% market shar
Microsoft's AI spending shows clearer payoff as Azure growth hits 43%
Microsoft's latest results suggest its heavy AI spending is starting to pay off. Bank of America points to 43% Azure growth, over 30 million
Magna adds $35M to Yuma battery-swapping venture as fleet expansion looms
Magna International is putting another $35 million into Yuma Energy, its battery-swapping joint venture with Indian e-scooter company Yulu.
VinFast pauses India EV production plans to reassess costs
VinFast has asked suppliers to pause work on locally made VF3, VF6, and VF7 EVs in India while it reassesses costs. The move casts doubt on
Micron Taiwan unions threaten strike over bonus pay as AI demand booms
Unions representing about two-thirds of Micron's Taiwan workforce are threatening a strike unless the chipmaker improves bonuses and profit-
Japan seeks record ¥7.8 trillion for chips and AI push
Japan's industry ministry has requested ¥7.8 trillion for chip and AI support, exceeding this year's entire budget. The government sees AI a
BofA sees Dell's AI server backlog still growing, expects Q2 beat
Bank of America expects Dell to beat fiscal Q2 earnings and lift its fiscal 2027 outlook on September 1. The bank says supply limits, not de